Along with his Tom Brown holdings, Evans has several investments in what the financial planners characterized as potentially volatile oil, gas and energy companies and leases. Wash. Bryan Lee, a certified financial planner from Dallas, calls Daniels prudent in selling his Lilly holdings. Once someone leaves a company, they're not going to have access to the same level of information they had before. That's probably a good time to diversify. 1 - Boxes don't show all holdings.
Ethics reports list asset values in broad ranges.