Statement of Financial Interest filings from the Secretary of State Ethics portal.
| Statement | Year | Reason | Filed | |
|---|---|---|---|---|
| 2022 Statement of Financial Interest due 11/20/2023Paper | 2022 | Candidate | Nov 15, 2023 | Open PDF |
| Source | Type | Range |
|---|---|---|
| GSK | Private Employment | More than $12,500 |
| OPM | Federal Government | More than $12,500 |
| State of Arkansas - Circuit Court | Government Employment | More than $12,500 |
| State of Arkansas - Governor's Office | Government Employment | More than $12,500 |
| Business | Type | Role |
|---|---|---|
| Arkansas Diamond Deferred | Deferred Compensation / Investment | Arkansas Employee Benefits Division - Karen Whatley |
| BlackRock Equity | Investment | Merrill Lynch - Karen Whatley |
| DoubleLine Bonds | Investment | Merrill Lynch - Karen Whatley |
| Edgewood Growth Fund | Investment | Merrill Lynch - Karen Whatley |
| Fuller and Thaler | Investment | Merrill Lynch - Karen Whatley |
| GS 606 Partners | Investment | Merrill Lynch - Karen Whatley |
| GSK 401(k) | Retirement/Investment | William W. Whatley |
| ISH | Investment | Merrill Lynch - Karen Whatley |
| Invesco | Investment | Merrill Lynch - William W. Whatley |
| MFS | Investment | Merrill Lynch - Karen Whatley |
| Oakmark International Fund | Investment |
| Merrill Lynch - Karen Whatley |
| PIMCO | Investment | Merrill Lynch - Karen Whatley |
| Schwabs | Investment | Merrill Lynch - William W. Whatley |
| T. Rowe Price | Investment | Merrill Lynch - Karen Whatley |
| Thrift Savings Plan | Retirement/Investment | William W. Whatley III |
| Vaneck Fallen Angel | Investment | Merrill Lynch - William W. Whatley |
| Vanguard | Investment | Merrill Lynch - Karen Whatley |
| Vanguard | Investment | Merrill Lynch - William W. Whatley |
| i Shares | Investment | Merrill Lynch - Karen Whatley |
| i Shares | Investment | Merrill Lynch - William W. Whatley |
| i Trackers | Investment | Merrill Lynch - William W. Whatley |