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 |
|---|---|---|---|
| Nov. 10, 2025 | STARWOOD PPTY TR 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. | Sale | $1K-$15K |
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
| Nov. 10, 2025 | STRATEGY 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. | Sale | $15K-$50K |
| Nov. 10, 2025 | STRATEGY INCNot found on any posted 278-T · Investment Account #8CheckedA 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 |
| Nov. 10, 2025 | STRYKER CORPNot 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 | $100K-$250K |
| Nov. 10, 2025 | SYNOPSYS 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 | $50K-$100K |
| Nov. 10, 2025 | SYNOPSYS INCNot found on any posted 278-T · Investment Account #8CheckedA 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 |
| Nov. 10, 2025 | T-MOBILE US 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. | Sale | $15K-$50K |
| Nov. 10, 2025 | T-MOBILE US INCNot found on any posted 278-T · Investment Account #8CheckedA 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 |
| Nov. 10, 2025 | TAKE-TWO INTERACTIVE SOFNot found on any posted 278-T · Investment Account #8CheckedA 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | TAPESTRY 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | TARGET CORP EQUITYNot 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. | Sale | $15K-$50K |
| Nov. 10, 2025 | TELEDYNE TECHNOLOGIES INNot 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 | $100K-$250K |
| Nov. 10, 2025 | TETRA TECH INC 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. 10, 2025 | TEXAS INSTRS 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. | Sale | $50K-$100K |
| Nov. 10, 2025 | TEXAS ROADHOUSE INCNot found on any posted 278-T · Investment Account #8CheckedA 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | THE CIGNA GROUPNot 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. | Sale | $50K-$100K |
| Nov. 10, 2025 | THE CIGNA GROUPNot found on any posted 278-T · Investment Account #8CheckedA 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | THE COCA-COLA CONot found on any posted 278-T · Investment Account #8CheckedA 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | TRACTOR SUPPLY CONot 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | TRANSDIGM GROUP 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 | $100K-$250K |
| Nov. 10, 2025 | TRANSDIGM GROUP INCNot found on any posted 278-T · Investment Account #8CheckedA 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | TYLER TECHNOLOGIES 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 | $50K-$100K |
| Nov. 10, 2025 | TYLER TECHNOLOGIES INCNot found on any posted 278-T · Investment Account #8CheckedA 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 |
| Nov. 10, 2025 | UDR 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. 10, 2025 | UDR INCNot found on any posted 278-T · Investment Account #8CheckedA 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. | Purchase | $1K-$15K |
| Nov. 10, 2025 | UNION PAC CORPNot 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. | Sale | $15K-$50K |
| Nov. 10, 2025 | UNION PAC CORPNot found on any posted 278-T · Investment Account #8CheckedA 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | UNITED AIRLINES HLDGNot 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. | Sale | $15K-$50K |
| Nov. 10, 2025 | UNITED AIRLINES HLDGNot found on any posted 278-T · Investment Account #8CheckedA 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | UNITED RENTALS 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. | Sale | $50K-$100K |
| Nov. 10, 2025 | US BANCORP DELNot 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. | Sale | $15K-$50K |
| Nov. 10, 2025 | VARONIS SYS 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 | $50K-$100K |
| Nov. 10, 2025 | VARONIS SYS INCNot found on any posted 278-T · Investment Account #8CheckedA 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 |
| Nov. 10, 2025 | VERALTO CORPNot 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. | Sale | $15K-$50K |
| Nov. 10, 2025 | VERALTO CORPNot found on any posted 278-T · Investment Account #8CheckedA 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | VERISIGN 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. | Sale | $15K-$50K |
| Nov. 10, 2025 | VERISK ANALYTICS 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 | $50K-$100K |
| Nov. 10, 2025 | VERIZON COMMUNICATIONS INot 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. | Sale | $15K-$50K |
| Nov. 10, 2025 | VERIZON COMMUNICATIONS INot found on any posted 278-T · Investment Account #8CheckedA 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | VERTIV HLDGS CONot found on any posted 278-T · Investment Account #8CheckedA 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. | Purchase | $1K-$15K |
| Nov. 10, 2025 | VICI PPTYS 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | VISA 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. | Sale | $50K-$100K |
| Nov. 10, 2025 | VISA INCNot found on any posted 278-T · Investment Account #8CheckedA 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | VISTRA CORPNot 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. | Sale | $50K-$100K |
| Nov. 10, 2025 | VULCAN MATLS CONot 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | WASTE MGMT INC DELNot 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | WASTE MGMT INC DELNot found on any posted 278-T · Investment Account #8CheckedA 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 |
| Nov. 10, 2025 | WEBSTER FINL CORPNot found on any posted 278-T · Investment Account #8CheckedA 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | WESTLAKE CORPNot found on any posted 278-T · Investment Account #8CheckedA 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | WEYERHAEUSER CONot found on any posted 278-T · Investment Account #8CheckedA 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 |
| Nov. 10, 2025 | WORKDAY 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. | Sale | $50K-$100K |
| Nov. 10, 2025 | WORKDAY INCNot found on any posted 278-T · Investment Account #8CheckedA 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | ZIMMER BIOMET HLDGS 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. | Sale | $15K-$50K |
| Nov. 10, 2025 | ZOETIS 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. | Sale | $50K-$100K |
| Nov. 10, 2025 | ZOETIS INCNot found on any posted 278-T · Investment Account #8CheckedA 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. | Sale | $1K-$15K |
| Nov. 10, 2025 | ZOOM COMMUNICATIONS INCNot found on any posted 278-T · Investment Account #8CheckedA 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. | Purchase | $1K-$15K |
| Nov. 7, 2025 | HONEYWELL 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 |
| Nov. 7, 2025 | HONEYWELL 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 |
| Nov. 7, 2025 | INVESCO EXCHANGE TRADED SP 500 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. | Purchase | $500K-$1M |
| Nov. 7, 2025 | INVESCO EXCHANGE TRADED SP 500 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. | Purchase | $500K-$1M |
| Nov. 7, 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 | $500K-$1M |
| Nov. 7, 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 | $500K-$1M |
| Nov. 7, 2025 | SOLSTICE ADVANCED MATERIALS INC.Not 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 |
| Nov. 7, 2025 | SOLSTICE ADVANCED MATERIALS INC.Not 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 |
| Nov. 6, 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 | $15K-$50K |
| Nov. 6, 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 | $15K-$50K |
| Nov. 6, 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 | $15K-$50K |
| Nov. 6, 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 | $15K-$50K |
| Nov. 6, 2025 | DUKE ENERGY CORP NEW COM NEWNot 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 | $50K-$100K |
| Nov. 6, 2025 | GENERAL ELEC CO COM NEWNot 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 | $15K-$50K |
| Nov. 6, 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 | $15K-$50K |
| Nov. 6, 2025 | GREGORY PROTLAND TEX INDPT SCH DIST UNLTD TAX SCH BLDG BDS 2025 PERMANENT SCHOOL FUND GUARANTY DUE 2/15/34 DATED 8/1/25 5%Mutual fundChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $250K-$500K |
| Nov. 6, 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 | $500K-$1M |
| Nov. 6, 2025 | ISHARES TR GLOBAL 100 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 | $50K-$100K |
| Nov. 6, 2025 | ISHARES TR MSCI EAFE 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 | $50K-$100K |
| Nov. 6, 2025 | ISHARES TR RUSSELL 2000 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 | $15K-$50K |
| Nov. 6, 2025 | JPMORGAN CHASE & CO 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 | $15K-$50K |
| Nov. 6, 2025 | KENTUCKY ST PPTY & BLDGS COMMN REVS ISSUES DTD PRIOR TO 11/15/11 SEE 49151E ETC BDS PROJ 131 A DUE 10/1/27 DATED 10/24/24 5%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. | Purchase | $100K-$250K |
| Nov. 6, 2025 | KRATOS DEFENSE & SEC SOLUTIONS INC COM NEWNot 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 | $15K-$50K |
| Nov. 6, 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 | $15K-$50K |
| Nov. 6, 2025 | MARTIN MARIETTA MATLS 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 |
| Nov. 6, 2025 | MASTEC 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 | $15K-$50K |
| Nov. 6, 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 | $100K-$250K |
| Nov. 6, 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 | $15K-$50K |
| Nov. 6, 2025 | NEWMONT 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 | $15K-$50K |
| Nov. 6, 2025 | NORTH CAROLINA ST GEN OBLIG REF BDS 2025C DUE 6/1/28 DATED 11/19/25 5% INTEREST GENERAL OBLIGATION FIRST INT PAYMENT 6/1/26 UNLIMITED TAX 1%Municipal bondCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| Nov. 6, 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. | Purchase | $15K-$50K |
| Nov. 6, 2025 | VANGUARD INDEX FDS VANGUARD MID-CAP 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 | $100K-$250K |
| Nov. 6, 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 | $15K-$50K |
| Nov. 6, 2025 | WALMART 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 | $15K-$50K |
| Nov. 5, 2025 | 3M COMPANYNot found on any posted 278-T · Investment Account #1CheckedA 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 |
| Nov. 5, 2025 | A O SMITH CORPORATIONNot found on any posted 278-T · Investment Account #1CheckedA 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. 5, 2025 | ABBOTT LABS 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. | Sale | $15K-$50K |
| Nov. 5, 2025 | ABBOTT LABS 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. | Sale | $15K-$50K |
| Nov. 5, 2025 | ABBVIE INCNot found on any posted 278-T · Investment Account #1CheckedA 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. 5, 2025 | ABBVIE 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. | Sale | $50K-$100K |
| Nov. 5, 2025 | ABBVIE 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. | Sale | $50K-$100K |
| Nov. 5, 2025 | ACCENTURE PLC IRELAND SHS CL ANot found on any posted 278-T · Investment Account #1CheckedA 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. 5, 2025 | ADOBE SYSTEMS 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. | Sale | $15K-$50K |
| Nov. 5, 2025 | ADOBE SYSTEMS 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. | Sale | $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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