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 |
|---|---|---|---|
| Jan. 30, 2026 | RenaissanceRe Holdings Ltd. (RNR)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 |
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
| Jan. 30, 2026 | Regal Rexnord Corporation Common Stock (RRX)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 | Reckitt Benckiser Group (RBGLY)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 | RB Global Inc (RBA)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 | Quaker Chemical Corp. (KWR)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 | Pure Storage, Inc. (PSTG)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 | Public Service Enterprise Group, Inc. (PEG)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 | Prosus NV ADR (PROSY)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 | Progressive Corp. (PGR)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 | Privia Health Group Inc. Common Stock (PRVA)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 | Power Corporation of Canada (PWCDF)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 | Philip Morris International, Inc. (PM)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 | $15K-$50K |
| Jan. 30, 2026 | PepsiCo, Inc. (PEP)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 | PPL Corp. (PPL)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 | PPG Industries, Inc. (PPG)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 | PDF Solutions, Inc. (PDFS)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 | Otis Worldwide Corporation Common Stock (OTIS)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 | Oracle Corp. (ORCL)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 | Old Republic International Corp. (ORI)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 | ONEOK, Inc. (OKE)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 | O'Reilly Automotive, Inc. (ORLY)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 | Nutrien Ltd. Common Shares (NTR)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 | Novartis AG Common Stock (NVS)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 | NextEra Energy, Inc. (NEE)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 | Newmont Corp. (NEM)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 | Nestle SA ADR (NSRGY)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 | National Oilwell Varco, Inc. (NOV)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 | NVIDIA Corp. (NVDA)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 | $15K-$50K |
| Jan. 30, 2026 | NVIDIA Corp. (NVDA)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 | Mueller Industries, Inc. (MLI)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 | Motorola Solutions, Inc. (MSI)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 | Morgan Stanley (MS)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 | Modine Manufacturing Co. (MOD)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 | Mitsubishi Electric Corp ADR (MIELY)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 | Microsoft Corp. (MSFT)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 | $15K-$50K |
| Jan. 30, 2026 | Microsoft Corp. (MSFT)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 | Meta Platforms Inc. Class A Common Stock (META)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 | Meta Platforms Inc. Class A Common Stock (META)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 | Merck KGaA ADR (MKKGY)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 | Medtronic Plc (MDT)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 | Medpace Holdings, Inc. (MEDP)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 | Mastercard, Inc. (MA)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 | Mastercard, Inc. (MA)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 | Martin Marietta Materials, Inc. (MLM)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 | Markel Corp. (MKL)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 | MS&AD Insurance Group Holdings Inc ADR (MSADY)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 | Lvmh Moet Hennessy Louis Vuitton SE ADR (LVMUY)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 | Lloyds Banking Group Plc American Depositary Shares (LYG)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 | Lincoln Electric Holdings, Inc. (LECO)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 | Lam Research Corp. (LRCX)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 | Kinsale Capital Group, Inc. (KNSL)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 | Johnson & Johnson (JNJ)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 | Jardine Matheson Holdings Ltd ADR (JMHLY)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 | JPMorgan Chase & Co. (JPM)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 | Invesco QQQ Trust, Series 1 (QQQ)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 | Invesco QQQ Trust, Series 1 (QQQ)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 | Intuit, Inc. (INTU)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 | Intuit, Inc. (INTU)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 | International Flavors & Fragrances, Inc. (IFF)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 | Intercontinental Exchange, Inc. (ICE)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 | Imperial Oil Limited Common Stock (IMO)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 | IDEXX Laboratories, Inc. (IDXX)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 | Honeywell International, Inc. (HON)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 | Heineken NV ADR (HEINY)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 | Haleon plc American Depositary Shares (Each representing two Ordinary Shares) (HLN)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 | HEICO Corp. (HEI)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 | HCA Healthcare, Inc. (HCA)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 | Guidewire Software, Inc. (GWRE)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 | Grand Canyon Education, Inc. (LOPE)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 | GoDaddy, Inc. (GDDY)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 | Globant S.A. Common Shares (GLOB)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 | Gartner, Inc. (IT)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 | Freshpet Inc. (FRPT)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 | Franco-Nevada Corporation (FNV)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 | Fomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX)Municipal bondCheckedThe 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 | Floor & Decor Holdings, Inc. (FND)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 | Five Below, Inc. (FIVE)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 | Fastenal Co. (FAST)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 | Fanuc Corp ADR (FANUY)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 | Fair Isaac Corp. (FICO)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 | Exxon Mobil Corp. (XOM)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 | Expeditors International of Washington, Inc. (EXPD)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 | Exelon Corp. (EXC)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 | Evercore, Inc. (EVR)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 | Equity Residential (EQR)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 | Equifax, Inc. (EFX)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 | Enbridge Inc Common Stock (ENB)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 | Eli Lilly & Co. (LLY)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 | Elevance Health Inc. Common Stock (ELV)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 | Dynatrace Inc. Common Stock (DT)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 | Duke Energy Corp. (DUK)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 | Doximity Inc. Class A Common Stock (DOCS)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 | Dollar General Corp. (DG)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 | Danone SA ADR (DANOY)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 | Danaher Corp. (DHR)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 | Danaher Corp. (DHR)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 | DTE Energy Co. (DTE)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 | Cummins, Inc. (CMI)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 | Copart, Inc. (CPRT)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 | ConocoPhillips (COP)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.