AMDeputy Commissioner, Social Security Administration · Social Security Administration
Mody reported 283 sales (estimated at $2.7M) and 23 purchases (estimated at $1.7M) across 306 transactions between January 23, 2026 and February 3, 2026, an estimated $4.4M in total volume. Vanguard index-fund ETFs, Amazon (AMZN) and Alphabet (GOOG) were among the most-traded assets. None of the transactions were flagged as filed late.
Last filing: April 10, 2026|Transactions: Jan. 23, 2026 – Feb. 3, 2026
Trade-value totals (e.g. on the dashboard) sum the midpoints of OGE disclosure ranges, not exact amounts. Federal law requires only ranges. Treat all dollar estimates as range midpoints.
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Click any month to zoom in. Sales above midline, purchases below. Amber tick = month with late-filed trades.
Rows are extracted from OGE filings by automated parsing (Claude PDF reading, PDF-parser and OCR cross-checks) and reviewed by a mix of software and human checks; the status on each row says which. Open the source PDF to confirm any row, and tell us if something is wrong. How rows are checked.
| Date | Description | Type | Amount |
|---|---|---|---|
| Feb. 3, 2026 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $1K-$15K |
Reviewed financial disclosure documents the Office of Government Ethics has published or recorded for Arjun Mody. Open Cabinet summarizes listed documents observationally and links to the source PDF where one is publicly available. We do not issue compliance verdicts — that is OGE’s role, not ours.
Original PDFs from the U.S. Office of Government Ethics. These are the documents Open Cabinet parses.
Source: U.S. Office of Government Ethics, 278-T Periodic Transaction Report. Asset values and transaction amounts are reported in ranges as required by federal law. View original filings
| Feb. 3, 2026 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Feb. 3, 2026 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $1K-$15K |
| Feb. 3, 2026 | Vanguard Total International Stock Index Fund ETF Shares (VXUS)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $1K-$15K |
| Feb. 3, 2026 | Vanguard Information Technology Index Fund ETF Class Shares (VGT)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $1K-$15K |
| Feb. 3, 2026 | Vanguard Growth Index Fund ETF Class Shares (VUG)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $1K-$15K |
| Feb. 3, 2026 | Vanguard Emerging Markets Stock Index Fund ETF Shares (VWO)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $1K-$15K |
| Feb. 2, 2026 | iShares Core S&P US Value ETF (IUSV)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Feb. 2, 2026 | iShares Core S&P US Value ETF (IUSV)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Feb. 2, 2026 | iShares Core S&P US Growth ETF (IUSG)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Feb. 2, 2026 | iShares Core S&P US Growth ETF (IUSG)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Feb. 2, 2026 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $1K-$15K |
| Feb. 2, 2026 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $1K-$15K |
| Feb. 2, 2026 | Vanguard Growth Index Fund ETF Class Shares (VUG)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $1K-$15K |
| Feb. 2, 2026 | Vanguard Developed Markets Index Fund ETF Shares (VEA)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Feb. 2, 2026 | Vanguard Developed Markets Index Fund ETF Shares (VEA)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | salesforce.com, inc. (CRM)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | iShares Russell 2000 ETF (IWM)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | iShares Russell 2000 ETF (IWM)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | eBay, Inc. (EBAY)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Xcel Energy, Inc. (XEL)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Workiva, Inc. (WK)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Workday, Inc. (WDAY)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Willis Towers Watson Public Limited Company Ordinary Shares (WTW)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | White Mountains Insurance Group Ltd. (WTM)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Wheaton Precious Metals Corp Common Shares (Canada) (WPM)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Weyerhaeuser Co. (WY)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | West Pharmaceutical Services, Inc. (WST)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Wells Fargo & Co. (WFC)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Walmart, Inc. (WMT)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Walmart, Inc. (WMT)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Wal-Mart de Mexico SPN ADR (WMMVY)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Visa, Inc. (V)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Visa, Inc. (V)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Vertex Pharmaceuticals, Inc. (VRTX)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Verizon Communications, Inc. (VZ)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Verizon Communications, Inc. (VZ)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Verisk Analytics, Inc. (VRSK)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Verisk Analytics, Inc. (VRSK)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Veeva Systems, Inc. (VEEV)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Vanguard Value Index Fund ETF Shares (VTV)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Jan. 30, 2026 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Jan. 30, 2026 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Jan. 30, 2026 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Jan. 30, 2026 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Jan. 30, 2026 | Vanguard Total International Stock Index Fund ETF Shares (VXUS)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| Jan. 30, 2026 | Vanguard Total International Stock Index Fund ETF Shares (VXUS)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Jan. 30, 2026 | Vanguard Total International Stock Index Fund ETF Shares (VXUS)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Jan. 30, 2026 | Vanguard Total International Stock Index Fund ETF Shares (VXUS)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Jan. 30, 2026 | Vanguard Information Technology Index Fund ETF Class Shares (VGT)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| Jan. 30, 2026 | Vanguard Growth Index Fund ETF Class Shares (VUG)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Jan. 30, 2026 | Vanguard Growth Index Fund ETF Class Shares (VUG)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Jan. 30, 2026 | Universal Health Services, Inc. (UHS)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | UnitedHealth Group, Inc. (UNH)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Unilever PLC Common Stock (UL)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | UOL Group Ltd ADR (UOLGY)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Tyler Technologies, Inc. (TYL)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Twist Bioscience Corp. (TWST)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Trimble, Inc. (TRMB)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | TransUnion (TRU)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | TransUnion (TRU)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Thermo Fisher Scientific, Inc. (TMO)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | The Walt Disney Co. (DIS)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | The TJX Cos., Inc. (TJX)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | The TJX Cos., Inc. (TJX)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | The Sherwin-Williams Co. (SHW)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | The Kroger Co. (KR)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | The Ensign Group, Inc. (ENSG)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | The Coca-Cola Co. (KO)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | The Carlyle Group Inc. Common Stock (CG)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | The Bank of New York Mellon Corporation (BK)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Texas Instruments Incorporated (TXN)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Texas Instruments Incorporated (TXN)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Tesla, Inc. (TSLA)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Tesla, Inc. (TSLA)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Taiwan Semiconductor Manufacturing Company Ltd. (TSM)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | TE Connectivity Ltd. (TEL)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Starbucks Corp. (SBUX)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Starbucks Corp. (SBUX)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Sompo Holdings Inc ADR (SMPNY)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Snowflake Inc. Class A Common Stock (SNOW)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Shimano Inc ADR (SMNNY)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Shell PLC (SHEL)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | ServiceNow, Inc. (NOW)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | STERIS Plc (STE)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | SPDR S&P 500 ETF Trust (SPY)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | SPDR S&P 500 ETF Trust (SPY)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | SPDR Gold Shares (GLD)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $15K-$50K |
| Jan. 30, 2026 | SPDR Dow Jones Industrial Average ETF Trust (DIA)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | SPDR Dow Jones Industrial Average ETF Trust (DIA)ETFCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | SMC Corp ADR (SMCAY)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | SLB Ltd (SLB)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | SECOM Co Ltd ADR (SOMLY)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | SAP SE ADS (SAP)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | S&P Global, Inc. (SPGI)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | S&P Global, Inc. (SPGI)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Rush Street Interactive Inc. Class A Common Stock (RSI)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Ross Stores, Inc. (ROST)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
| Jan. 30, 2026 | Rollins, Inc. (ROL)CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $1K-$15K |
Amended ethics agreement transmitted by SSA on 05/18/2026, with Mody's 05/14/2026 amendment attached. The amendment says Mody timely requested full redemptions from Blue Owl Credit Income Corp. and KKR Real Estate Select Trust but received only partial redemptions, and extends those divestiture compliance deadlines to 300 days after confirmation. The PDF also includes the original 09/29/2025 ethics agreement: Ivy Hill Advisors LLC remains dormant during appointment; Common Values PAC triggers impartiality recusal; Section 4 lists 90-day divestitures of Alphabet, Amazon, AT&T, Autodesk, Cloudflare, Meta, Microsoft, NVIDIA, Oracle, and Taiwan Semiconductor; and Section 6 addresses spouse employment at Johns Hopkins Community Physicians.
Large 278-T signed 02/27/2026; the PDF states the filer received a 0-day filing extension. OGE-certified 04/07/2026. Discloses 306 transactions, primarily sales executed on 01/30/2026 (Agilent, Apple, AbbVie, Abbott, Accenture, Allstate, Alphabet, Amazon, Berkshire Hathaway, Boeing, Chevron, Disney, Duke Energy, salesforce.com, Cigna, Carlyle Group, etc.) within an SMA, almost all in the $1,001-$15,000 range with one Amazon lot at $15,001-$50,000. All rows in the extracted dataset are marked No on the 30-day notification flag.
Ethics Agreement Compliance Certification digitally signed 03/25/2026. Lists ethics agreement signed 9/29/2025, confirmed 12/18/2025, certification due 3/25/2026. Marks N/A on resignations, No on divestitures-completed-within-time-period, Yes on having filed a 278-T (filing date 2/27/2026), and Yes on managed accounts, interim recusals, and both recusal categories. Comments section states 90-day obligations are satisfied but discloses a 120-day extension to divest TPG Twin Brook Capital Income Fund, Blue Owl Credit Income Corp., Oaktree Strategic Credit Fund, and KKR Real Estate Select Trust, plus a 30-day extension after a lockout period for Blue Owl Technology Finance Corp.; Mody states a new certification will be filed at the end of the 120-day period.
Nominee 278e signed 07/28/2025 and OGE-certified 09/29/2025. Lists prior positions including Staff Director, Senate Republican Conference under Sen. John Barrasso (9/2019-1/2025), Ivy Hill Advisors LLC (President 3/2025-Present), and Trump Vance 2025 Transition Inc. (volunteer advisor 7/2024-4/2025). Reports Common Values PAC salary ($40,000), a Roth IRA holding QQQM, and an IRA #2 with a William Blair All Cap Growth SMA containing 30+ individual stock holdings (each $1,001-$15,000 except MSFT and NVDA at $15,001-$50,000) including Alphabet, Amazon, Apple, Broadcom, NVIDIA, and Microsoft.
Source: U.S. Office of Government Ethics public disclosure portal. Document summaries are observational and do not constitute compliance determinations. Compliance with ethics agreements is certified by OGE in their own Compliance Certification document, which is listed above when on file.