Statement of Financial Interest filings from the Secretary of State Ethics portal.
| Statement | Year | Reason | Filed | |
|---|---|---|---|---|
| 2023 Statement of Financial Interest | 2023 | Public Appointee to State Board or Commission | Feb 3, 2024 | Open PDF |
| 2024 Statement of Financial Interest due 01/31/2025 | 2024 | Public Appointee to State Board or Commission | Jan 17, 2025 | Open PDF |
| 2025 Statement of Financial Interest due 01/31/2026 | 2025 | Public Appointee to State Board or Commission | Jan 8, 2026 | Open PDF |
| Source | Type | Range |
|---|---|---|
| Charles Schwab & Co, Inc. | Investment | More than $12,500 |
| Partners Bank | Directors Fees | More than $12,500 |
| Sagepoint Investments | Investment | More than $12,500 |
| Simmons Bank Trust Department | Investment | More than $12,500 |
| Tappan Land & Water, LLC | Investment | More than $12,500 |
| Tappan Land & Water, LLC | Investment | More than $12,500 |
| Business | Type | Role |
|---|---|---|
| Access School Inc | School/Non-profit | Director Co-Chairman |
| Charles Schwab & Co, Inc | Investment | Investor |
| LPL Investments - Simmons Bank Investments | Investment | Investor |
| Partners Bank | Bank | Director |
| Quality Foods LLC | LLC | Owner/Investor |
| Sagepoint Investments | Investment | Investor |
| Simmons Bank Trust Department | Investment | Investor |
| Tappan Land & Water, LLC | LLC | Owner/Investor |
