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. 4, 2025 | SUPER MICRO COMPUTER 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 |
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. 4, 2025 | T MOBILE US 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 | TARGA RESOURCES CORPNot 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 | $50K-$100K |
| Dec. 4, 2025 | TARGET CORPNot 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 | TEXAS INSTRUMENTS 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 | TEXAS PACIFIC LAND CORPNot 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 | $50K-$100K |
| Dec. 4, 2025 | TRADE DESK INC/THENot 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 | VANGUARD S&P 500 ETFETFNot 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 | $1M-$5M |
| Dec. 4, 2025 | VERIZON COMMUNICATIONSNot 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 | VICI PROPERTIES 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 | VISA INC COM CL ANot 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 | VISTRA CORPNot 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 | WASTE MANAGEMENT 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 | WEYERHAEUSER CONot 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 | WORKDAY 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 | ZOETIS 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. 3, 2025 | ALPHABET INC CL ANot 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 | $250K-$500K |
| Dec. 3, 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 | $250K-$500K |
| Dec. 3, 2025 | APPLE 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 | $250K-$500K |
| Dec. 3, 2025 | ARIZONA IDA NATL CHTR SCH REVLVG SR SOC EQUITABLE SCH SER A B/E 4.00 % Due Nov 1, 2026Corporate noteLateCheckedThe 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. 3, 2025 | BROADCOM 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 | $250K-$500K |
| Dec. 3, 2025 | BURLINGTON KS ENVMNTL IMPT REV RFDG EVERGY MET INC B/E 4.30 % Due Mar 1, 2045Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Dec. 3, 2025 | CONAGRA BRANDS, INC.Not 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 | $1K-$15K |
| Dec. 3, 2025 | DALLAS TX HSG FIN CORP MLTIFAM REV MONDELLO APTS LLC B/E PTC 5.00 % Due Aug 1, 2027Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Dec. 3, 2025 | FRIONA TX INDPT SCH DIST BLDG B/E PSF GTD 5.00 % Due Feb 15, 2027Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Dec. 3, 2025 | GOLDMAN SACHS GROUP 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 | $250K-$500K |
| Dec. 3, 2025 | INVESCO PREMIER U.S. GOVERNMENT MONEY MARKET PORTFOLIO INVESTOR CLASS 5 - FRAC.0000Mutual fundNot 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 | $1M-$5M |
| Dec. 3, 2025 | KURA SUSHI USA INC CL A 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 | $250K-$500K |
| Dec. 3, 2025 | MAIN STREET NAT GAS INC GA GAS SPLY REV C B/E 4.00 % Due Mar 1, 2050Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| Dec. 3, 2025 | META PLATFORMS INC CL ANot 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 | $250K-$500K |
| Dec. 3, 2025 | MIAMI DADE CNTY FL RFDG BLDG BETTER CMNTYS PG SER A B/E 5.00 % Due Jul 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. 3, 2025 | MICROSOFT CORP 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 | $250K-$500K |
| Dec. 3, 2025 | NORTHSIDE TX INDPT SCH DIST BLDG RFDG SER B PSF GTD B/E 3.45 % Due Aug 1, 2054Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Dec. 3, 2025 | OHIO ST HIGH ED SER A B/E 5.00 % Due Feb 1, 2033Municipal 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. 3, 2025 | PEFA INC IA GAS PJ REV B/E 5.00 % Due Sep 1, 2049Municipal 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. 3, 2025 | SILVER BOW CNTY MT SCH DIST 1 BUTTE SCH BLDG B/E 5.00 % Due Jul 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. 3, 2025 | UNITEDHEALTH GROUP 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. | Sale | $1M-$5M |
| Dec. 2, 2025 | BEAVERTON MI RURAL SCH BLDG & SITE B/E B/Q QSBLF OID@98.762 3.25 % Due May 1, 2027Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Dec. 2, 2025 | CARMAX 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 | $1K-$15K |
| Dec. 2, 2025 | Clifton Tex Higher Ed Fin Corp Ed Rev Ref Bds International 5.250% 02/15/45 B/e Dtd 05/01/25 Clb Solicited Order Yid 4.206 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 2, 2025 | DENVER CO CITY & CNTY ARPT REV SYS SER D B/E AMT 5.25 % Due Nov 15, 2026Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Dec. 2, 2025 | Hilliard Ohio Sch Dist Go Unltd Tax Facs Bds 2025b 5.000% 12/01/47 B/e Dtd 09/24/25 Clb Solicited Order Yid 4.094 To ParMunicipal 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 | $250K-$500K |
| Dec. 2, 2025 | KELLOGG MI CMNTY CLLG BLDG & SITE B/E B/Q 3.00 % Due Apr 1, 2027Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Dec. 2, 2025 | KNOXVILLE TN CMNTY DEV CORP MLTIFAM REV HSG BLUEGRASS APT PJ B/E PTC 5.00 % Due Apr 1, 2028Municipal bondLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $250K-$500K |
| Dec. 2, 2025 | Lee Cnty Fla Sch Brd Ctfs Partn Cops 2025 A 5.250% 08/01/47 B/e Dtd 11/14/25 Clb Solicited Order Yid 4.267 To ParMunicipal 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 | $250K-$500K |
| Dec. 2, 2025 | LOWER COLORADO RIVER TX AUTH TRNSMSN CNTRCT REV RFDG SER A AGM B/E 5.00 % Due May 15, 2027Municipal 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. 2, 2025 | MIAMI DADE CNTY FL HSG FIN AUTH MLTIFAM REV FAIRFIELD RUNNING B/E 3.55 % Due Jan 1, 2027Municipal 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 | $500K-$1M |
| Dec. 2, 2025 | TANGIPAHOA PARISH LA REV RFDG AGM B/E B/Q 3.00 % Due Apr 1, 2027Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| Dec. 2, 2025 | TOMBALL TX COMB TAX REV CTF OBLIG 2022 DB B/E 5.00 % Due Feb 15, 2027Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 2, 2025 | WALLED LAKE MI CONS SCH DIST BLDG & SITE QSBLF B/E 4.00 % Due May 1, 2027Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 2, 2025 | WILLOW PARK TX COMB TAX REV CTF OBLIG SER A DB B/E 5.00 % Due Feb 15, 2027Municipal 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. 1, 2025 | BLACKFORD CNTY IN SCH BLDG AD VAL PPTY TAX 1ST REV B/E ST INTRCPT 5.50 % Due Jan 15, 2027Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Dec. 1, 2025 | BOULDER CO WTR & SWR REV B/E OID @98.591 3.35% 3.25 % Due Dec 1, 2034Municipal 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. 1, 2025 | CAPE GIRARDEAU CNTY MO INCL DEV AUTH HLTH CARE REV STHEST HLTH A B/E 5.00 % Due Mar 1, 2027Municipal 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 | $250K-$500K |
| Dec. 1, 2025 | Central Fla Tourism Oversight Dist Utils Rev Bds 2025-1 5.000% 10/01/44 B/e Dtd 11/25/25 Clb Solicited Order Yld 4.082 To ParMunicipal 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 | $250K-$500K |
| Dec. 1, 2025 | COLORADO EDL & CULTURAL FACS AUTH REV UNIV DENVER NPFG B/E 5.25 % Due Mar 1, 2027Municipal 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 | $500K-$1M |
| Dec. 1, 2025 | DALTON WHITFIELD CNTY GA JT DEV AUTH REV HAMILTON HLTHCARE SYS SER B B/E 5.00 % Due Aug 15, 2026Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | DES MOINES IA SER A B/E SBJ ST TAX OID @98.965 3.45% 3.375 % Due Jun 1, 2034Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Dec. 1, 2025 | Dorchester Cnty SC Sch Dist No 004 Go Bds 2023a 5.000% 03/01/47 B/e Dtd 08/23/23 Clb Solicited Order Yld 4.201 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | Douglasville-Douglas Cnty Ga Wtr & Swr Auth Wtr & Swr Rev Bds 2025 5.000% 06/01/49 B/e Dtd 09/30/25 Clb Solicited Order Yld 4.190 To ParMunicipal 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 | $250K-$500K |
| Dec. 1, 2025 | Downtown Revitalization Pub Infrastructure Dist Utah Sales Tax Rev 5.25% 06/01/44 B/e Dtd 06/18/25 Clb Solicited Order Yld 4.121 To ParMunicipal 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 | $250K-$500K |
| Dec. 1, 2025 | Fort Lauderdale Fla Spl Oblgt Bds Pub Safety Mun Impt Proj 2025 5.000% 07/01/49 B/e Dtd 11/04/25 Clb Solicited Order Yld 4.202 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | GARRETT KEYSER BUTLER IN CMNTY SCH DIST B/E B/Q CR ENH 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 | $250K-$500K |
| Dec. 1, 2025 | HAMPTON ROADS SANTN DIST VA WSTWTR REV SUB SER A B/E 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. 1, 2025 | Hutto Tex Indpt Sch Dist Unltd Tax Bldg Bds 2025 5.000% 08/01/45 B/e Dtd 07/08/25 Clb Solicited Order Yld 4.054 To ParMunicipal 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 | $250K-$500K |
| Dec. 1, 2025 | Idaho Health Faes Auth Rev Bds St Lukes Health Sys Ltd 2025a 5.000% 03/01/43 B/e Dtd 02/12/25 Clb Solicited Order Yld 3.974 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | Indiana Fin Auth Health Fac Rev Bds Hendricks Regl Hlth 2024 5.000% 03/01/41 B/e Dtd 09/12/24 Clb Solicited Order Yld 3.937 To ParMunicipal 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 | $250K-$500K |
| Dec. 1, 2025 | KENTUCKY BD DEV CORP TRANSIENT ROOM TAX REV LEXINGTON CTR B B/E 5.00 % Due Sep 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. 1, 2025 | Lee Cnty Fla Sch Brd Ctfs Partn Cops 2025 A 5.250% 08/01/48 B/e Dtd 11/14/25 Clb Solicited Order Yld 4.318 To ParMunicipal 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 | $250K-$500K |
| Dec. 1, 2025 | Lewis & Clark Cnty Mont High Sch Dist No 1 Helena Gen Oblgt Bldg Bds 2025 5.000% 07/01/47 B/e Dtd 12/18/25 Clb Solicited Order Yld 4.193 To ParMunicipal 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 | $250K-$500K |
| Dec. 1, 2025 | MANSON NTHWST WEBSTER IA CMNTY SCH DIST GENL OBLIG CAP LN AGI B/E B/Q 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 | $500K-$1M |
| Dec. 1, 2025 | Medical Univ S C Hosp Auth Hosp Mtg Rev Bds Indian Id Proj 2025 5.250% 11/15/41 B/e Dtd 12/18/25 Clb Solicited Order Yld 4.070 To ParMunicipal 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 | $250K-$500K |
| Dec. 1, 2025 | Metrocare Svcs Tex Rev Bds 2025 5.000% 11/01/42 B/e Dtd 11/19/25 Clb Solicited Order Yid 4.013 To ParMunicipal 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 | $250K-$500K |
| Dec. 1, 2025 | Miami-dade Cnty Fla Wtr & Swr Rev Sys Bds 2024a 5.000% 10/01/49 B/e Dtd 05/29/24 Clb Solicited Order Yid 4.267 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | MISSISSINEWA IN MIDDLE SCH BLDG CORP PPTY TAX REV B/E ST INTRCPT 5.00 % Due Jul 15, 2027Municipal 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. 1, 2025 | Missouri Jt Mun Elec Util Commn Pwr Proj Rev Bds Marshall Energy Ctr Proj 2025 5.000% 01/01/44 B/e Dtd 11/04/25 Clb Solicited Order Yid 4.172 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | Mobile Cnty Ala Gen Oblig Impt Wts 2025 5.000% 02/01/46 B/e Dtd 12/11/25 Clb Solicited Order Yid 4.080 To ParMunicipal 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 | $250K-$500K |
| Dec. 1, 2025 | NORTH DAVIESS IN REV SCH BLDG CORP AD VALORM PPTY 1ST B/E B/Q CR ENH 5.00 % Due Jul 15, 2027Municipal 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. 1, 2025 | NORTH KNOX IN BLDG CORP 1ST MTG 2025 REV B/E B/Q ST INTRCPT 5.00 % Due Jul 15, 2027Municipal 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. 1, 2025 | Omaha Pub Pwr Dist Neb Elec Rev Sys Bds 2025b 5.000% 02/01/46 B/e Dtd 12/10/25 Clb Solicited Order Yid 4.072 To ParMunicipal 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 | $250K-$500K |
| Dec. 1, 2025 | Palm Beach Cnty Fla Health Facs Auth Hosp Rev Bds Jupiter Med Ctr Inc 2025 5.000% 11/01/45 B/e Dtd 07/23/25 Clb Solicited Order Yid 4.083 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | Pennsylvania St Higher Ed Facs Auth Rev Fixed Rate Bds Thomas Jefferson 5.250% 11/01/41 B/e Dtd 11/13/24 Clb Solicited Order Yid 3.962 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | RHODE ISLAND HLTH & EDL BLDG CORP PUB SCHS FING PG REV SER G B/E CR ENH 5.00 % Due May 15, 2027Municipal 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 | $250K-$500K |
| Dec. 1, 2025 | South Carolina Jobs-economic Dev Auth Health Care Facs Rev Bds Novant 5.500% 11/01/50 B/e Dtd 05/14/24 Clb Solicited Order Yid 4.247 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | South Carolina St Pub Svcs Auth Rev Impt Oblgts 2021 B 5.000% 12/01/43 B/e Dtd 09/02/21 Clb Solicited Order Yid 4.328 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | South Dakota Conservancy Dist Rev St Revolving Fd Program Bds 2024 A 5.000% 08/01/50 B/e Dtd 09/05/24 Clb Solicited Order Yid 4.181 To ParMutual fundLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | SOUTHWESTERN IN MLTI SCH BLDG AD VALOREM PPTY TAX 1ST MTG REV B/E B/Q 5.00 % Due Jul 15, 2027Municipal 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. 1, 2025 | SUNCOKE ENERGY INCNot found on any posted 278-T · Investment Account #7CheckedA 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. 1, 2025 | Tarrant Cnty Tex Cultural Ed Facs Fin Corp Hosp Rev Bds Baylor Scott White 5.500% 11/15/47 B/e Dtd 11/30/22 Clb Solicited Order Yid 4.130 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | Timpanogos Spl Svc Dist Utah Swr Rev Ref Bds 2024 5.000% 06/01/48 B/e Dtd 10/15/24 Clb Solicited Order Yid 4.225 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | Travis Cnty Tex Healthcare Dist Ltd Tax Ctfs Of Oblig Central Health 2025 5.250% 03/01/48 B/e Dtd 12/01/25 Clb Solicited Order Yid 4.292 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | University Louisville Ky Revs Gen Rcpts Bds 2025 A 5.000% 09/01/45 B/e Dtd 05/07/25 Clb Solicited Order Yid 3.883 To ParMunicipal 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 | $250K-$500K |
| Dec. 1, 2025 | WASHBURN UNIV TOPEKA KS REV 2021 A 2 B/E CR ENH 4.00 % Due Jul 1, 2027Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| Dec. 1, 2025 | WASHINGTON ST HLTH CARE FACS AUTH VA MASON MED CTR REV B/E 5.00 % Due Aug 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 | $250K-$500K |
| Nov. 28, 2025 | ACM RESH INCNot found on any posted 278-T · Investment Account #7CheckedA 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 |
| Nov. 28, 2025 | ADMA BIOLOGICS INCNot found on any posted 278-T · Investment Account #7CheckedA 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 |
| Nov. 28, 2025 | ALBANY INTL CORP NEWNot found on any posted 278-T · Investment Account #7CheckedA 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 |
| Nov. 28, 2025 | AMPHASTAR PHARMACEUTICALNot found on any posted 278-T · Investment Account #7CheckedA 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 |
| Nov. 28, 2025 | BADGER METER INCNot found on any posted 278-T · Investment Account #7CheckedA 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 |
| Nov. 28, 2025 | BRIGHTSPRING HEALTH SVCSNot found on any posted 278-T · Investment Account #7CheckedA 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 |
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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