Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $5.1 M
Salary
- Unknown
Departed Administration
- Yes
Records
- OGE Form 278 Termination (08/04/2021)
- OGE Form 278t (07/12/2021)
- OGE Form 278t (06/07/2021)
- OGE Form 278e (05/11/2021)
- OGE Form 278t (03/29/2021)
- OGE Form 278t (10/15/2020)
- OGE Form 278t (09/11/2020)
- OGE Form 278t (07/23/2020)
- OGE Form 278t (05/27/2020)
- OGE Form 278t (05/18/2020)
- OGE Form 278t (05/13/2020)
- OGE Form 278e (05/12/2020)
- OGE Form 278t (05/12/2020)
- OGE Form 278t (05/06/2020)
- OGE Form 278t (05/05/2020)
- OGE Form 278t (04/23/2020)
- OGE Form 278t (04/09/2020)
- OGE Form 278t (04/03/2020)
- OGE Form 278t (07/24/2019)
- OGE Form 278t (05/21/2019)
- OGE Form 278e (05/07/2019)
- OGE Form 278t (05/03/2019)
- OGE Form 278t (02/20/2019)
- OGE Form 278e (05/15/2018)
- OGE Form 278t (05/15/2018)
- OGE Form 278t (05/15/2018)
- OGE Form 278e (05/30/2017)
- OGE Form 278t (05/26/2017)
- OGE Form 278t
Financial Disclosure Details - OGE Form 278e (05/11/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Commonwealth of Massachusetts Retirement Defined Benefit Plan, defined benefit plan | $50,001 - $100,000 | Retirement Payments (annual) | $97,715 |
2 | Raymond James IRA | |||
2.1 | Raymond James Bank Deposit Program | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Raymond James-AMG Times Square Small Cap Growth Fund Premier Class | $1,001 - $15,000 | $201 - $1,000 | |
2.3 | Raymond James-AQR Managed Futures Strategy Fund Class N N/L | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Raymond James-Aston/River Road Small Cap value Fund Class I N/L | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Brown Advisory Growth Equity Fund Investor Shares N/L | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Raymond James-Columbia Acorn International Fund Class Z N/L | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Raymond james-Deutsche Global real Estate Securities FD Class A M/F | $1,001 - $15,000 | None (or less than $201) | |
2.8 | RJ-Dodge & Cox Income Fund Class F1- American Funds N/L | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Commonwealth of Massachusetts Retirement Defined Benefit Plan | Boston, Massachusetts | I will continue to participate in this defined benefit plan. | 9/1979 |
2 | Raymond James IRA | Milwaukee, Wisconsin | I will not participate in this defined contribution plan after my separation. | 2/2011 |
3 | Northwestern Mutual Investment Services | Milwaukee, Wisconsin | I will not participate in this defined contribution plan after my separation. | 2/2011 |
4 | Northwestern Mutual IRA | Milwaukee, Wisconsin | I will not participate in this defined contribution plan after my separation. | 2/2011 |
5 | American National Insurance Company-Fixed Annuity IRA | Sringfield, Missouri | I will not participate in this defined contribution plan after my separation | 1/2019 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Commonwealth of Massachusetts Defined Benefit Pension Plan (value not readily ascertainable) | $15,001 - $50,000 | ||
2 | Raymond James-Spouse IRA Freedom Balance | $50,001 - $100,000 | ||
2.1 | Aston/River Road Small Cap Value Fund Class I N/L (ARSIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | AMG Times Square Small Cap Growth Fund Premier Class N/L (TSCPX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Clarkston Partners Fund Institutional Class N/L (CISMX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Baird Aggregate Bond Fund INSTL Class N?L (BAGIX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Brown Advisory Growth Equity Fund Investor Shares N/L (BIAGX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Columbia Acorn International Fund Class Z N?L (ACINX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Deutsche Global Real Estate Securities FD Class A M/F (RRGAX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Europacific Growth Fund Class F2-American Funds N/L (AEPFX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | AMG Times Square Small Cap Growth Fund Premier Class N/L | $1,001 - $15,000 | None (or less than $201) | |
2 | Commonwealth of Massachusetts- Massachusetts State Police Retiree DOL/MUD Grievance Settlement Payout | $1,001 - $15,000 | $5,001 - $15,000 | |
3 | Monumental Life Insurance Company- Universal Life Insurance | $1,001 - $15,000 | None (or less than $201) | |
4 | Monumental Life Insurance Company- Universal Life Insurance | $1,001 - $15,000 | None (or less than $201) | |
5 | Allianz Life Insurance | $15,001 - $50,000 | Interest | $201 - $1,000 |
6 | Raymond James Joint Freedom Program | $100,001 - $250,000 | $2,501 - $5,000 | |
6.1 | AMG Times Square Small Cap Growth Fund Premier Class N/L | $1,001 - $15,000 | None (or less than $201) | |
6.2 | AQR Managed Futures Strategy Fund Class N N/L | $1,001 - $15,000 | $201 - $1,000 | |
6.3 | Aston/River Road Small Cap Value Fund Class I N/L | $1,001 - $15,000 | $201 - $1,000 | |
6.4 | Brown Advisory Growth Equity Fund Investor Shares N/L | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Northwestern Mutual- John Gibbons IRA FBO Rollover Mutual Fund Account- Amazon Com Inc (CUSIP: 023135-10-6) | Purchase | 03/20/2020 | $1,001 - $15,000 |
2 | Northwestern Mutual-John Gibbons IRA FBO Rollover Mutual Fund Account-New Perspective Fund Class F-2 (Cusip: #648018- 82-8) | Purchase | 03/20/2020 | $1,001 - $15,000 |
3 | Northwestern Mutual-John Gibbons IRA FBO Rollover Mutual Fund Account- Blackrock IShares S&P 500 Index Fund Institutional Class (Cusip: #066923-55-8) | Purchase | 03/20/2020 | $15,001 - $50,000 |
4 | Northwestern Mutual-John Gibbons IRA FBO Rollover Mutual Fund Account- Fidelity Advisor Total Bond Fund Class 1 (Cusip: #31617K-83-2) | Purchase | 03/20/2020 | $15,001 - $50,000 |
5 | Raymond James Gibbons Joint Freedom Bal w/Growth Mutual Fund Account: Metropolitan West Total Return Bond Fund Class 1 N/L (MWTIX) | Purchase | 01/07/2020 | $1,001 - $15,000 |
6 | Northwestern Mutual- John Gibbons IRA FBO Rollover Mutual Fund Account- FMI International Fund Institutional Class (Cusip: # 302933-70-0) | Purchase | 03/20/2020 | $1,001 - $15,000 |
7 | Northwestern Mutual-John Gibbons IRA FBO Rollover Mutual Fund Account- IShares TR MSCI EAFE Minimum Volatility ETF (Cusip: # 46429B-68-9) | Purchase | 03/20/2020 | $1,001 - $15,000 |
8 | Northwestern Mutual- John Gibbons IRA FBO Rollover Mutual Fund Account- Fidelity Advisor International Growth Fund Class 1 (Cusip: #315910-37-2) | Purchase | 03/20/2020 | $1,001 - $15,000 |
9 | Northwestern Mutual- John Gibbons IRA FBO Rollover Mutual Fund Account- Cohen & Steers Preferred Securities Income Fund Class l (Cusip: #19248X-30-7) | Purchase | 03/20/2020 | $15,001 - $50,000 |
10 | Northwestern Mutual-John Gibbons IRA FBO Rollover Mutual Fund Account- Blackrock Total Return Fund Class Institutional (Cusip: #09252M-88-3) | Purchase | 03/20/2020 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Roundpoint Mortgage Servicing Corporation | $250,001 - $500,000 | 2018 | 30 Years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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