Estimated Net Worth
- $377 K - $1.1 M
Salary
- Unknown
Employment
- Departed 07/20/2023
Departed Administration
- Yes
Records
- OGE Form 278 Termination (07/24/2023) [1]
- OGE Form 278e (05/14/2023) [1]
- OGE Form 278e (06/30/2022)
- OGE Form 278e (04/29/2021)
- OGE Form 278e (05/14/2020)
- OGE Form 278t (06/26/2019)
- OGE Form 278e (01/09/2019)
[#]
Indicates number of transactions involving "THE MERGER FUND CLASS I".
Financial Disclosure Details - OGE Form 278 Termination (07/24/2023)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
2 | Merger Fund Institutional Class Shares (MERIX) | Sale | 07/12/2023 | $1,001 - $15,000 |
Financial Disclosure Details - OGE Form 278e (05/14/2023)
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
41 | Merger Fund Institutional Class Shares (MERIX) | Purchase | 06/21/2022 | $1,001 - $15,000 |
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