DTPresident of the United States · Executive Office of the President
Trump reported 3,884 sales and 6,212 purchases across 10,096 transactions on periodic transaction reports between January 2025 and July 31, 2026, disclosed in large batches. 7,398 of those transactions, or 73 percent, were flagged as filed late, meaning the filings certify the trades were reported more than 30 days after notification of them was received. The most recent filing, signed September 8 and posted by OGE on September 22, 2026, added 1,156 trades dated July 1 to July 31, 2026: 716 sales and 440 purchases, with 260 flagged as filed late. The filings concentrate in March 2026, which accounts for 2,349 transactions; the two busiest single days are May 15 and May 18, 2026, with 374 and 362 trades. A separate 21,115 rows come from the 2026 annual report and are labeled as such on this page.
This summary was written before filings added on Sept. 22, 2026, including rows read from the annual or termination report, and has not yet been updated. The table below is current.
83 trades occurred before January 20, 2025 and were disclosed in second-term reports. They remain included and are labeled in the table.
Last filing: Sept. 22, 2026|Transactions: Jan. 6, 2025 – July 31, 2026
This total aggregates every source filing listed below. Public trackers focused on a single disclosure may report smaller counts for the same official.
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.
14,850 trades match; the every-trade view draws up to 1,500. Showing trades by month instead. Click a month, or filter by source, to see individual 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 |
|---|---|---|---|
| Dec. 8, 2025 | HOME DEPOT INCNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $50K-$100K |
Reviewed financial disclosure documents the Office of Government Ethics has published or recorded for Donald J. Trump. 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.
Published reporting on Donald J. Trump's financial disclosures from major outlets.
AI-assisted search across major outlets.
Reuters analysis of Trump's May 14 278-T Periodic Transaction Report filing, which discloses thousands of equity and ETF trades alongside the corporate-bond and municipal-bond activity reported in earlier filings.
Trump made 170+ purchases of bank preferred securities between May and November 2025, disclosed late. Total estimated at over $20M in financial sector instruments.
Trump purchased Netflix and Warner Bros. Discovery bonds days after their megadeal announcement, raising conflict-of-interest questions.
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 and annual report (OGE Form 278e, Part 7). Asset values and transaction amounts are reported in ranges as required by federal law. View original filings
| Dec. 8, 2025 | HOME DEPOT INCNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $50K-$100K |
| Dec. 8, 2025 | INTERNATIONAL PAPER CONot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 8, 2025 | INTERNATIONAL PAPER CONot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 8, 2025 | INTUIT INCNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $50K-$100K |
| Dec. 8, 2025 | INTUIT INCNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $50K-$100K |
| Dec. 8, 2025 | ISHARES CORE MSCI EAFE ETFETFNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Sale | $1K-$15K |
| Dec. 8, 2025 | ISHARES CORE MSCI EAFE ETFETFNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Sale | $1K-$15K |
| Dec. 8, 2025 | ISHARES TR RUSSELL 1000 ETFETFNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Sale | $1M-$5M |
| Dec. 8, 2025 | ISHARES TR RUSSELL 1000 ETFETFNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Sale | $1M-$5M |
| Dec. 8, 2025 | J P MORGAN CHASE AND CONot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $100K-$250K |
| Dec. 8, 2025 | J P MORGAN CHASE AND CONot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $100K-$250K |
| Dec. 8, 2025 | JOHNSTON CNTY NC RFDG B/E 4.00 % Due Feb 1, 2026Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| Dec. 8, 2025 | KIMBERLY CLARK CORPNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | KIMBERLY CLARK CORPNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | KINDER MORGAN INC DELNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 8, 2025 | KINDER MORGAN INC DELNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 8, 2025 | KKR AND CO INC - ANot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 8, 2025 | KKR AND CO INC - ANot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 8, 2025 | LINDE PLCNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | LINDE PLCNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | LOWES COMPANIESNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | LOWES COMPANIESNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | MASTERCARD INCNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $50K-$100K |
| Dec. 8, 2025 | MASTERCARD INCNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $50K-$100K |
| Dec. 8, 2025 | MEDTRONIC PLCNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | MEDTRONIC PLCNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | MICROSTRATEGY INC-CL ANot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 8, 2025 | MICROSTRATEGY INC-CL ANot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 8, 2025 | NETFLIX INCNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $50K-$100K |
| Dec. 8, 2025 | NETFLIX INCNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $50K-$100K |
| Dec. 8, 2025 | NEWMONT MINING CORPNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | NEWMONT MINING CORPNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | NIKE INC. CLASS BNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 8, 2025 | NIKE INC. CLASS BNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 8, 2025 | ORACLE CORPORATIONNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $50K-$100K |
| Dec. 8, 2025 | ORACLE CORPORATIONNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $50K-$100K |
| Dec. 8, 2025 | PACKAGING CORP AMERNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | PACKAGING CORP AMERNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | PENDER CNTY NC SCH SER A B/E 5.00 % Due Mar 1, 2026Municipal bondLateCheckedThe 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 |
| Dec. 8, 2025 | PHILADELPHIA PA RFDG 2025 C B/E 5.00 % Due Feb 1, 2026Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Dec. 8, 2025 | PHILIP MORRIS INTL INCNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | PHILIP MORRIS INTL INCNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | PNC BANK CORPNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | PNC BANK CORPNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | PROCTER GAMBLE CONot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | PROCTER GAMBLE CONot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | PROGRESSIVE CORP OHIONot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | PROGRESSIVE CORP OHIONot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | PULTE GROUPNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | PULTE GROUPNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | ROBLOX CORPORATIONNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 8, 2025 | ROBLOX CORPORATIONNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 8, 2025 | ROWLETT TX B/E 5.00 % Due Feb 15, 2026Municipal bondLateCheckedThe 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 |
| Dec. 8, 2025 | ROYAL CARIBBEAN CRUISES LTDNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | ROYAL CARIBBEAN CRUISES LTDNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | SCHWAB CHARLES CORP NEWNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | SCHWAB CHARLES CORP NEWNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | STRYKER CORPNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | STRYKER CORPNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | TEXAS INSTRUMENTSNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | TEXAS INSTRUMENTSNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | UBER TECHNOLOGIES INCNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | UBER TECHNOLOGIES INCNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | UNION PACIFIC CORPNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | UNION PACIFIC CORPNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | UNITEDHEALTH GROUP INCNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | UNITEDHEALTH GROUP INCNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | VERIZON COMMUNICATIONSNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | VERIZON COMMUNICATIONSNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| Dec. 8, 2025 | VISTRA CORPNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 8, 2025 | VISTRA CORPNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 8, 2025 | WAL MART STORES INCNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $50K-$100K |
| Dec. 8, 2025 | WAL MART STORES INCNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 8, 2025 | WASHINGTON ST HEALT 5% DUE 09/01/43Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| Dec. 8, 2025 | ZOETIS INCNot found on any posted 278-T · Investment Account #2CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 8, 2025 | ZOETIS INCNot found on any posted 278-T · Investment Account #3CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| Dec. 5, 2025 | DELAWARE VALLEY PA 4% DUE 12/01/36Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $1M-$5M |
| Dec. 5, 2025 | HARRIS CNTY TX CULTURAL ED FACS FIN CORP REV HOSP RFDG SER C 3 B/E 5.00 % Due Jun 1, 2032Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Dec. 5, 2025 | MISSOURI ST HSG DEV COMMN SFM REV SER A FNMA GNMA FHLMC B/E 2.75 % Due Nov 1, 2026Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Dec. 5, 2025 | PUBLIC FIN AUTH WI HOSP REV RENOWN REGL MED CTR PJ 2025 A B/E 5.00 % Due Jun 1, 2026Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 5, 2025 | PUBLIC FIN AUTH WI POLLTN CTL DUKE ENERGY PROGRESS REV RFDG A1 B/E 3.30 % Due Oct 1, 2046Municipal bondLateCheckedThe 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 |
| Dec. 5, 2025 | SCRANTON LACKAWANNA PA HLTH & WELFARE AUTH REV UNIV OF SCRANTON B/E 5.00 % Due Nov 1, 2026Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Dec. 4, 2025 | ADOBE INCNot found on any posted 278-T · Investment Account #6CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Sale | $500K-$1M |
| Dec. 4, 2025 | ADVANCED MICRO DEVICES INCNot found on any posted 278-T · Investment Account #4CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Sale | $50K-$100K |
| Dec. 4, 2025 | AES CORP/VANot found on any posted 278-T · Investment Account #6CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $100K-$250K |
| Dec. 4, 2025 | AIR PRODUCTS AND CHEMICALS INCNot found on any posted 278-T · Investment Account #6CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $100K-$250K |
| Dec. 4, 2025 | AIRBNB INCNot found on any posted 278-T · Investment Account #6CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Sale | $250K-$500K |
| Dec. 4, 2025 | AKAMAI TECHNOLOGIES INCNot found on any posted 278-T · Investment Account #6CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $100K-$250K |
| Dec. 4, 2025 | AMAZON COM INC COMNot found on any posted 278-T · Investment Account #4CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $100K-$250K |
| Dec. 4, 2025 | AMAZON.COM INCNot found on any posted 278-T · Investment Account #4CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Sale | $250K-$500K |
| Dec. 4, 2025 | AMERICAN WATER WORKS CO INCMunicipal bondNot found on any posted 278-T · Investment Account #6CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Sale | $100K-$250K |
| Dec. 4, 2025 | Arkansas St Dev Fin Auth Rev Revolving Ln Fd Bds 2026 5.000% 06/01/46 B/e Dtd 01/06/26 Clb Syndicate Yld 4.130 To ParMutual fundLateCheckedThe 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 | $500K-$1M |
| Dec. 4, 2025 | Arkansas St Dev Fin Auth Rev Revolving Ln Fd Bds 2026 5.000% 06/01/51 B/e Dtd 01/06/26 Clb Syndicate Yld 4.350 To ParMutual fundLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $1M-$5M |
| Dec. 4, 2025 | AT&T INCNot found on any posted 278-T · Investment Account #6CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $500K-$1M |
| Dec. 4, 2025 | AUTOMATIC DATA PROCESSING INCNot found on any posted 278-T · Investment Account #6CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $250K-$500K |
| Dec. 4, 2025 | AXON ENTERPRISE INCNot found on any posted 278-T · Investment Account #6CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Sale | $100K-$250K |
| Dec. 4, 2025 | BAXTER INTL INCNot found on any posted 278-T · Investment Account #6CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Sale | $50K-$100K |
| Dec. 4, 2025 | BENTON IN SCH IMPT BLDG AD VAL PPTY 1ST MTG REV B/E B/Q ST INTRCPT 5.00 % Due Jul 15, 2026Municipal bondLateCheckedThe 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 |
| Dec. 4, 2025 | BLOCK INCNot found on any posted 278-T · Investment Account #6CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Sale | $100K-$250K |
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Part 7 of this report lists transactions over $1,000 for the reporting period. Rows found there and on no 278-T OGE had posted are tagged in the trade table above.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
Disclosure document filed with OGE. See OGE record for details.
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.
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