This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Albert Kelly departed June 18, 2017
Environmental Protection Agency (joined: April 23, 2017)
Senior Advisor to the Administrator | $172,100 | Financial Disclosure »
Bio, via American Banker:
Mr. Kelly is CEO of SpiritBank in Oklahoma. He has been with the bank for 25 years. During this time, the bank has grown from a 40 million dollar institution in Bristow to a $1.3 billion dollar institution in 10 cities.Kelly is currently Chairman Elect of the American Bankers Association and serves as an ABA Board of Director. He is past Chairman of the Oklahoma Bankers Association and is also past Chairman of the American Bankers Community Bankers Council. Kelly is currently Co-chairman of TRUST (Transportation Revenue Used Strictly for Transportation). Kelly served an 8-year term as Vice Chairman of the Oklahoma Transportation advising Governor Frank Keatings administration. He is currently Chairman of the Oklahoma Turnpike Authority serving under Governor Fallins administration. He serves on the boards of the Oklahoma State Chamber. He also serves on The Salvation Army Board as well. Kelly is involved in numerous other community organizations across our state.
Former Positions Outside Government
- ACK ENTERPRISES LLC MANAGER
- ACK, JR. FAMILY LLC MANAGER
- AK KELLY FAMILY LLC MANAGER
- CK KELLY FAMILY LLC MANAGER
- KATHARINE KELLY CABIN LLC MANAGER
- KATHARINE REWERTS KELLY FAMILY LLC MANAGER
- KELLY & CORNELL LLC MANAGER
- KK KELLY FAMILY LLC MANAGER
- Kelly Ranch owner
- NEW STEEL LLC MANAGER
- OLP LLC MANAGER
- Oklahoma Turnpike Authority Chairman
- Premier Steel Services Manager
- SpiritBank Chairman
- TK KELLY FAMILY LLC MANAGER
Former Compensation Sources
- KATHARINE REWERTS KELLY FAMILY LLC MANAGER
- KELLY RANCH OWNER/OPERATOR
- PREMIER STEEL SERVICES MANAGER
- SPIRITBANK CHAIRMAN OF THE BOARD
Employment Assets
| Description | Value | Income |
|---|---|---|
| ACK, JR. FAMILY LLC (LLC HOLDING COMPANY) | ||
| Katharine Kelly Cabin LLC | $100,001 - $250,000 | None (or less than $201) |
| KK KELLY FAMILY LLC | None (or less than $1,001) | None (or less than $201) |
| TK KELLY FAMILY LLC | ||
| KATHARINE REWERTS KELLY FAMILY LLC | $1,000,001 - $5,000,000 | $91,607 |
| Farmland (Crops), Wichita & Kearny Counties, Kansas | ||
| Oil, gas, and mineral interests, Wichita & Kearny Counties, Kansas | ||
| CK KELLY FAMILY LLC | $500,001 - $1,000,000 | None (or less than $201) |
| Farm & Pasture land, Creek County, OK | ||
| AK KELLY FAMILY LLC | $500,001 - $1,000,000 | None (or less than $201) |
| Farm & Pasture land, Creek County, OK | ||
| Kelly Ranch, Creek County, OK, Sole Proprietor, (Livestock) | $437,284 | |
| Royalty interest in oil, gas, and other minerals, Texas County, OK | ||
| Royalty interest in oil, Gas, and other mineral interests, Okmulgee County, OK | ||
| Royalty interest in oil, gas, and other minerals, Creek County OK | ||
| Roylaty interest in oil, gas, and other mineral interests, Cimarron County, OK | ||
| Royalty interest in oil, gas, mineral interests, Lincoln County, OK | ||
| Working interest in oil and gas leasehold equipment on "Kelly Willingham" lease, Creek County, OK | ||
| Royalty interest in oil, gas, mineral lease, McPherson Co., Kansas | ||
| Royalty interest in oil, gas, mineral lease, Reno Co. Kansas | ||
| Royalty interest in oil, gas, mineral lease, Rice Co., Kansas | ||
| Interest in oil, gas & other minerals, Upton Co., Texas | ||
| Oil lease, Eagle Road Oil, Tulsa, OK | ||
| Oil Lease, Niko Resources, LTD, Calgary, Alberta, Canada | ||
| Natural Gas Lease, A-2 Productions Ltd., Bristow, OK | ||
| KELLY & CORNELL LLC | $500,001 - $1,000,000 | None (or less than $201) |
| SpiritBank Stock | $500,001 - $1,000,000 | None (or less than $201) |
| NEW STEEL LLC | ||
| ACK ENTERPRISES LLC | ||
| Premier Steel Services Stock | ||
| Premier Steel Services (Steel Fabrication) | $12,061 | |
| SpiritBank | ||
| SpiritBank deferred compensation received | $440,820 | |
| SpiritBank | $736,225 | |
| SpiritBank | $21,000 | |
| SpiritBank, Employee Stock Ownership Account | None (or less than $1,001) | None (or less than $201) |
| SpiritBank, deferred compensation: cash receivable | $500,001 - $1,000,000 | None (or less than $201) |
| OLP LLC | None (or less than $1,001) | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| BEHRINGER HARVARD FUNDS REIT | $15,001 - $50,000 | None (or less than $201) |
| KELLY BROTHERS (Family Owned Business) (Minority share in family owned business.) | $100,001 - $250,000 | None (or less than $201) |
| WELLS FARGO ADVISORS IRA | $50,001 - $100,000 | None (or less than $201) |
| Walt Disney Co | $1,001 - $15,000 | None (or less than $201) |
| Visa Inc | $50,001 - $100,000 | $201 - $1,000 |
| Cash | $1,001 - $15,000 | None (or less than $201) |
| TRUST COMPANY OF OKLAHOMA IRA | $250,001 - $500,000 | None (or less than $201) |
| SpiritBank Stock | $250,001 - $500,000 | None (or less than $201) |
| HEALTH SERVICES LLC (Health Services LLC is now defunct. It holds no assets and generates no income.) | None (or less than $1,001) | None (or less than $201) |
| US Bank Deposits (cash) | $500,001 - $1,000,000 | |
| WELLS FARGO BROKERAGE ACCOUNT | $250,001 - $500,000 | $5,001 - $15,000 |
| AERCAP HLDGS NV AER | $1,001 - $15,000 | None (or less than $201) |
| AGCO CORP AGCO | $1,001 - $15,000 | None (or less than $201) |
| ALLERGAN PLC AGN | $15,001 - $50,000 | $201 - $1,000 |
| ALLIANCE RESOURCES PARTNERS LP ARLP | $1,001 - $15,000 | $201 - $1,000 |
| ALPHABET INC VOTING CAP STK CL A GOOGL | $1,001 - $15,000 | None (or less than $201) |
| ALPS ETF TR ETF BARRONS 400 ETF BFOR | $1,001 - $15,000 | None (or less than $201) |
| AMAZON COM INC AMZN | $1,001 - $15,000 | None (or less than $201) |
| Axon ENTERPRISE INC AAXN | $15,001 - $50,000 | None (or less than $201) |
| BANK OF AMERICA CORP BAC | $1,001 - $15,000 | None (or less than $201) |
| BIOGEN INC BIIB | $1,001 - $15,000 | None (or less than $201) |
| BIOVERATIV INC BIVV | None (or less than $1,001) | None (or less than $201) |
| BROOKFIELD INFRASTRUCTURE PARTNERS LP BIP | $1,001 - $15,000 | $201 - $1,000 |
| CHESAPEAKE ENERGY CORP CHK | $1,001 - $15,000 | None (or less than $201) |
| CONOCOPHILLIPS COP | $1,001 - $15,000 | None (or less than $201) |
| DIAMYD MED AB SHS B | None (or less than $1,001) | None (or less than $201) |
| GRACO INCORPORATED COM GGG | $1,001 - $15,000 | None (or less than $201) |
| HP INC HPQ | $1,001 - $15,000 | None (or less than $201) |
| Nautilus Inc NLS | $1,001 - $15,000 | None (or less than $201) |
| NGL ENERGY PARTNERS LP NGL | $1,001 - $15,000 | $201 - $1,000 |
| PHILLIPS 66 PSX | $1,001 - $15,000 | $201 - $1,000 |
| PHILLIPS 66 PARTNERS LP PSXP | $1,001 - $15,000 | $201 - $1,000 |
| POWERSHARES AEROSPACE & DEFENSE PORTFOLIO PPA | $1,001 - $15,000 | None (or less than $201) |
| POWERSHARES QQQ TR ETF SERIES 1 | $1,001 - $15,000 | None (or less than $201) |
| SEALED AIR CORP NEW SEE | $1,001 - $15,000 | None (or less than $201) |
| SONIC CORP SONC | $1,001 - $15,000 | $201 - $1,000 |
| SPDR S&P REGNL BNKG ETF KRE | $1,001 - $15,000 | None (or less than $201) |
| TWENTY-FIRST CENTY CL A FOXA | $1,001 - $15,000 | None (or less than $201) |
| UMPQUA HLDGS CORP UMPQ | $1,001 - $15,000 | $201 - $1,000 |
| WISDOMTREE L/C DVD FD DLN | $1,001 - $15,000 | $201 - $1,000 |
| Cash Deposits | $15,001 - $50,000 | None (or less than $201) |
| WELLS FARGO FUNDAMENTAL CHOICE MANAGED ACCOUNT | $50,001 - $100,000 | $1,001 - $2,500 |
| BLACKROCK INC BLK | $1,001 - $15,000 | None (or less than $201) |
| BLACKSTONE GROUP LP/THE BX | $1,001 - $15,000 | None (or less than $201) |
| IDEXX LABORATORIES INC IDXX | $1,001 - $15,000 | None (or less than $201) |
| ISHARES ETF EDGE MSCI MIN VOL EAFE EFAV | $1,001 - $15,000 | None (or less than $201) |
| ISHARES ETF U.S. INDUSTRIALS IYJ | $1,001 - $15,000 | None (or less than $201) |
| ISHARES ETF INTERMEDIATE CREDIT BOND CIU | $1,001 - $15,000 | None (or less than $201) |
| ISHARES INDIA 50 ETF INDY | $1,001 - $15,000 | None (or less than $201) |
| ISHARES MSCI ETF EMERGING MARKETS EEM | $1,001 - $15,000 | None (or less than $201) |
| ISHARES MSCI EAFE ETF SMALL CAP SCZ | $1,001 - $15,000 | None (or less than $201) |
| ISHARES S&P 500 ETF GROWTH IVW | $1,001 - $15,000 | None (or less than $201) |
| LOCKHEED MARTIN CORP LMT | $1,001 - $15,000 | None (or less than $201) |
| MICROSOFT CORP MSFT | $1,001 - $15,000 | None (or less than $201) |
| POWERSHARES EM MAR ETF SOV DE PT PCY | $1,001 - $15,000 | None (or less than $201) |
| VERTEX PHARMACEUTICALS INC VRTX | $1,001 - $15,000 | None (or less than $201) |
| VISA INC CLASS A V | $1,001 - $15,000 | None (or less than $201) |
| ABERDEEN FDS EMERGING MARKETS FUND INSTITUTIONAL CLASS I ABEMX | $1,001 - $15,000 | None (or less than $201) |
| BARON SELECT FUNDS PARTNERS FD INSTL SHS BPTIX | $1,001 - $15,000 | None (or less than $201) |
| PIMCO SHORT TERM FD INST CL PTSHX | $1,001 - $15,000 | None (or less than $201) |
| GABELLI DIVIDEND & INCOME TRUST GDV | $1,001 - $15,000 | None (or less than $201) |
| Cash Deposits | $1,001 - $15,000 | None (or less than $201) |
| JOHN HANCOCK (Whole Life) | $1,000,001 - $5,000,000 | None (or less than $201) |
| SpiritBank Stock | $1,000,001 - $5,000,000 | None (or less than $201) |
| Spirit Bank 401k: Mass Mutual RetireSmart 2020 Fund (This asset was sold on 12/27/17. New assets were not bought until 2018. These have been reported, and will be included in 2018 transaction reports and 2018 annual report.) | $500,001 - $1,000,000 | $15,001 - $50,000 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| SpiritBank Defined Benefit Plan | Tulsa, Oklahoma | It will be distributed at the mandatory age | Sept. 16, 1984 |
| SpiritBank 401K Plan | TULSA, Oklahoma | I will not participate in this defined contribution plan after my separation. | Sept. 16, 1984 |
| SpiritBank | Tulsa, Oklahoma | Salary Continuation Settlement | Aug. 16, 2000 |
| Kelly Ranch | Bristow, Oklahoma | Owner and operator | Jan. 16, 1977 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| OKLAHOMA AG CREDIT | Mortgage (investment/ren tal property) | $1,000,001 - $5,000,000 | 3.8% | 2015 |
| KABOTA CREDIT CORPORATION USA | TRACTOR LOAN | $15,001 - $50,000 | 0 | 2015 |
| CITIZENS STATE BANK | CATTLE LINE OF CREDIT | $100,001 - $250,000 | 6% | 2015 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| BROKEN ARROW PUBLIC SCHOOLS (This LLC holds Katharine Kelly Cabin LLC, AK Kelly Family LLC, CK Kelly Family LLC, KK Kelly Family LLC, and TK Kelly Family LLC.) | salary | ||
| INDIVDUAL RETIREMENT ACCOUNT (Livestock income: $396,000 Rent & Royalties from oil, gas, & mineral rights: $40,000) | $15,001 - $50,000 | $201 - $1,000 | |
| Putnam Multicap Growth Fund Share Class A PNOPX (Amounts for value and income are included in the total value and income of the parent asset.) | $1,001 - $15,000 | None (or less than $201) | |
| Putnam Growth Opportunity Fund Share Class A POGAX (Amounts for value and income are included in the total value and income of the parent asset.) | $1,001 - $15,000 | None (or less than $201) |
Do you know something about Albert Kelly? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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