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 |
|---|---|---|---|
| Oct. 6, 2025 | NVIDIA 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 |
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
| Oct. 6, 2025 | SEAGATE TECHNOLOGY HOLDINGSNot 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 |
| Oct. 6, 2025 | SEAGATE TECHNOLOGY HOLDINGSNot 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 |
| Oct. 6, 2025 | TE CONNECTIVITY 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 |
| Oct. 6, 2025 | TE CONNECTIVITY 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 |
| Oct. 6, 2025 | TERADYNE 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 |
| Oct. 6, 2025 | TERADYNE 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 |
| Oct. 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 |
| Oct. 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 | $100K-$250K |
| Oct. 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 | $100K-$250K |
| Oct. 3, 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 |
| Oct. 3, 2025 | BLACK BELT ENERGY GAS DIST AL GAS PREPAY REV PJ 5 SER A 1 B/E 4.00 % Due Oct 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 | $100K-$250K |
| Oct. 3, 2025 | CLAY IN MLTI SCH CMNTY BLDG CORP 1ST MTG REV B/E 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 |
| Oct. 3, 2025 | COGENT COMMUNICATIONS HLNot 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 |
| Oct. 3, 2025 | COHEN & STEERS 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 |
| Oct. 3, 2025 | CORCEPT THERAPEUTICS 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 |
| Oct. 3, 2025 | ENACT 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. | Purchase | $15K-$50K |
| Oct. 3, 2025 | FRANKLIN BSP REALTYNot 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 |
| Oct. 3, 2025 | FRESHPET 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 |
| Oct. 3, 2025 | GEO GROUP 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 |
| Oct. 3, 2025 | GWINNETT CNTY GA DEV AUTH REV RFDG GWINNETT CLLG STDNT CTR PJ B B/E 5.00 % Due Jul 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 | $100K-$250K |
| Oct. 3, 2025 | MARKETAXESS 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. | Purchase | $15K-$50K |
| Oct. 3, 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 | $50K-$100K |
| Oct. 3, 2025 | MICHIGAN ST HSG DEV AUTH RENT HSG REV A B/E 3.40 % Due Oct 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 | $100K-$250K |
| Oct. 3, 2025 | PENNYMAC MTG INVT TRNot 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 |
| Oct. 3, 2025 | ROCKET COMPANIES CLA ANot 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 | $250K-$500K |
| Oct. 3, 2025 | SCOTT CNTY IN SCH DIST 2 MIDDLE SCH BLDG RFDG & IMPT 1ST MTG REV B/E 4.00 % Due Jan 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 |
| Oct. 3, 2025 | SIX FLAGS ENTMT 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 | $15K-$50K |
| Oct. 3, 2025 | SPS COMM 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 |
| Oct. 3, 2025 | STEPSTONE 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 | $15K-$50K |
| Oct. 3, 2025 | TANDEM DIABETES CARE 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 |
| Oct. 3, 2025 | TUPELO MS PUB SCH DIST B/E PTC 4.00 % Due Sep 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 | $250K-$500K |
| Oct. 3, 2025 | WISDOMTREE 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 |
| Oct. 2, 2025 | ALACHUA CNTY FL HLTH FACS AUTH REV RFDG SHANDS TEACHING B2 B/E 5.00 % Due Dec 1, 2037Municipal 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 |
| Oct. 2, 2025 | BLACK BELT ENERGY GAS DIST AL GAS PREPAY REV PJ 5 SER A 1 B/E 4.00 % Due Oct 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 | $15K-$50K |
| Oct. 2, 2025 | BLACK BELT ENERGY GAS DIST AL GAS REV PJ 6 SER B B/E 4.00 % Due Oct 1, 2052Municipal 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 | $15K-$50K |
| Oct. 2, 2025 | CLEVELAND OH CTF PARTN RFDG CLEVELAND STAD PJ REV B/E 5.00 % Due Nov 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 | $500K-$1M |
| Oct. 2, 2025 | IOWA FIN AUTH REV ST REVLVG FD 2022A GREEN BD B/E 5.00 % Due Aug 1, 2026Mutual 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 | $250K-$500K |
| Oct. 2, 2025 | JENISON MI PUB SCHS RFDG B/E 5.00 % Due May 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 |
| Oct. 2, 2025 | KENTUCKY INC KY PUB ENERGY AUTH GAS SPLY REV SER A B/E 4.00 % Due Dec 1, 2050Municipal 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 |
| Oct. 2, 2025 | KNOXVILLE CNTY TN HLTH EDL&HSG FAC BRD MLTIFAM HSG REV COLLTZD PJ B/E 3.95 % Due Dec 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 | $50K-$100K |
| Oct. 2, 2025 | MAIN STREET NAT GAS INC GA GAS SPLY REV C B/E 4.00 % Due Mar 1, 2050Municipal 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 |
| Oct. 2, 2025 | MISSOURI ST PUB UTILS COMMN REV INTERIM CONSTR NT B/E 4.00 % Due May 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 | $250K-$500K |
| Oct. 2, 2025 | MONROE CNTY GA DEV AUTH POLLTN CTL REV PWR CO PLT SCHERER 1ST ADJ B/E 3.875 % Due Dec 1, 2041Municipal 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 |
| Oct. 2, 2025 | NORTH EAST TEX REGL 5% TOLL TRAN DUE 01/01/40Municipal 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 | $500K-$1M |
| Oct. 2, 2025 | TANGIPAHOA PARISH L 4%DUE 02/01/37Corporate noteCheckedThe 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 | $1M-$5M |
| Oct. 2, 2025 | WAUPUN WI SCH DIST RFDG B/E PTC 4.00 % Due Apr 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 | $250K-$500K |
| Oct. 2, 2025 | WILLISTON BASIN SCH DIST 007 ND BLDG 2024 B/E CR ENH 5.00 % Due Aug 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 | $250K-$500K |
| Oct. 2, 2025 | WILLISTON ND PKS & REC DIST SALES TAX REV SR RFDG 2025 A B/E CR ENH 5.00 % Due Dec 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 | $1M-$5M |
| Oct. 1, 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 | $100K-$250K |
| Oct. 1, 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 |
| Oct. 1, 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 | $100K-$250K |
| Oct. 1, 2025 | APPLOVIN CORP 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 |
| Oct. 1, 2025 | BEDFORD TX RFDG IMPT B/E 5.00 % Due Feb 1, 2026Municipal 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 | $50K-$100K |
| Oct. 1, 2025 | BREATHITT KY SCH DIST FIN CORP ENERGY CONSV REV B/E B/Q ST INTRCPTMunicipal 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 | $250K-$500K |
| Oct. 1, 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 | $100K-$250K |
| Oct. 1, 2025 | COLUMBIA MO SCH DIST RFDG 2024 B B/E MDDP 4.00 % Due Mar 1, 2026CheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Oct. 1, 2025 | DALLAS CNTY TX UTIL & RECLAMATION DIST RFDG B/E 5.00 % Due Feb 15, 2026Municipal bond*1Checked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $50K-$100K |
| Oct. 1, 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 | $100K-$250K |
| Oct. 1, 2025 | EAU CLAIRE CNTY WI HWY FAC SER B B/E 3.00 % Due Sep 1, 2026Municipal 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 |
| Oct. 1, 2025 | FORT BEND CNTY TX CTF OBL IG SER A DB B/E 5.00 % Due Mar 1, 2026Municipal 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 | $50K-$100K |
| Oct. 1, 2025 | FORT ZUMWALT MO SCH DIST RFDG & IMPT BAM B/E 5.00 % Due Mar 1, 2026Municipal 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 | $50K-$100K |
| Oct. 1, 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 | $100K-$250K |
| Oct. 1, 2025 | GEORGIA MUN ASSN INC INSTALL SALE PG CTF PARTN RFDG REV B/E 5.00 % IMunicipal 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 |
| Oct. 1, 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 | $100K-$250K |
| Oct. 1, 2025 | HARRIS WALLER CNTY MUD 5 TX RD AGI B/E 6.00 % Due Sep 1, 2026Municipal 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 | $50K-$100K |
| Oct. 1, 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 |
| Oct. 1, 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 | $100K-$250K |
| Oct. 1, 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 | $500K-$1M |
| Oct. 1, 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 | $100K-$250K |
| Oct. 1, 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 | $100K-$250K |
| Oct. 1, 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 | $100K-$250K |
| Oct. 1, 2025 | LAKE ORION MI CMNTY SCH DIST BLDG SITE B/E QSBLF 5.00 % Due May 1, 202Municipal 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 |
| Oct. 1, 2025 | LIBERTY HILL TX RFDG 2018 B/E B/Q 4.00 % Due Sep 1, 2026Municipal 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 | $50K-$100K |
| Oct. 1, 2025 | LIBERTY HILL TX TAX WTR SYS SURPLUS REV CTF OBLIG 2018 DB B/E B/Q 4.00Municipal 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 |
| Oct. 1, 2025 | MAINE ST HSG AUTH MTG PURCH SER B REV B/E 2.10 % Due Nov 15, 2026Municipal 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 | $500K-$1M |
| Oct. 1, 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 |
| Oct. 1, 2025 | MARYLAND ST CMNTY DEV ADMIN DEPT HSG & REV SER A GREEN BD B/E 3.11Municipal 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 |
| Oct. 1, 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 | $100K-$250K |
| Oct. 1, 2025 | MEMPHIS TN ELEC SYS REV SER A B/E 3.00 % Due Dec 1, 2035Municipal 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 |
| Oct. 1, 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 |
| Oct. 1, 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 | $100K-$250K |
| Oct. 1, 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 | $100K-$250K |
| Oct. 1, 2025 | NORTH ADAMS IN CMNTY SCHS RENOVTN BLDG CORP REV B/E B/Q ST INTRCMunicipal 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 |
| Oct. 1, 2025 | NORTH CAROLINA HSG FIN AGY HMOWNRSHP REV SER SSC B/E 3.20 % Due JLMunicipal 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 |
| Oct. 1, 2025 | SANDY SPRINGS GA PUB FACS AUTH REV B/E 5.00 % Due May 1, 2026Municipal 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 | $50K-$100K |
| Oct. 1, 2025 | SOUTH LYON MI CMNTY SCHS RFDG B/E 5.00 % Due May 1, 2026Municipal 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 |
| Oct. 1, 2025 | SPENCER EAST BROOKFIELD MA REGL SCH DIST BD ANTIC NT B/E 3.75 % DueMunicipal 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 | $500K-$1M |
| Oct. 1, 2025 | SUGAR LAND TX WTRWKS & SWR REV RFDG SYS B/E OID @97.528 3.42% 3.25Municipal 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 | $50K-$100K |
| Oct. 1, 2025 | UNIVERSITY AR UNIV REV ATHLETIC FACS SER A B/E 5.00 % Due Sep 15, 2026Municipal 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 |
| Oct. 1, 2025 | UTAH WTR FIN AGY LN FING PG SER C REV B/E 5.00 % Due Mar 1, 2026Municipal 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 | $15K-$50K |
| Oct. 1, 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 | $250K-$500K |
| Oct. 1, 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 |
| Oct. 1, 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 | $100K-$250K |
| Oct. 1, 2025 | WASHOE CNTY NV SALES TAX REV RFDG SER A B/E 5.00 % Due Dec 1, 2025Municipal 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 |
| Oct. 1, 2025 | WINFIELD KS 2022 A B/E B/Q 4.00 % Due Sep 1, 2026Municipal 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 | $50K-$100K |
| Sept. 30, 2025 | FIFTH THIRD BANCORPNot 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 |
| Sept. 30, 2025 | WELLS FARGO & CO PERP NT 6.8500% 12/31/49Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Sept. 26, 2025 | 3M 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 |
| Sept. 26, 2025 | 3M 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 |
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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