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.
31,211 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 |
|---|---|---|---|
| July 7, 2025 | CROWN CASTLE INC REITNot 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
| July 7, 2025 | DATADOG 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 |
| July 7, 2025 | DAVITA 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 |
| July 7, 2025 | DERRY TWP PA DAUPHIN CNTY 2019 B/E OID @98.163 3.27% 3.125 % Due Dec 15, 2035Municipal 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 |
| July 7, 2025 | DIAMONDBACK ENERGY 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 |
| July 7, 2025 | DOORDASH 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 |
| July 7, 2025 | DOW 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 |
| July 7, 2025 | DUKE ENERGY 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 |
| July 7, 2025 | EDISON INTLNot 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 |
| July 7, 2025 | EDISON INTLNot 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 |
| July 7, 2025 | ELEVANCE HEALTH 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 |
| July 7, 2025 | ELEVANCE HEALTH 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 |
| July 7, 2025 | ELI LILLY AND 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 | $15K-$50K |
| July 7, 2025 | ELI LILLY AND 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 |
| July 7, 2025 | EOG RES 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 |
| July 7, 2025 | EQUINIX 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 |
| July 7, 2025 | EXXON MOBIL 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. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| July 7, 2025 | FIRST SOLAR 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 |
| July 7, 2025 | FORD MTR CO 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. | Purchase | $50K-$100K |
| July 7, 2025 | GALLAGHER ARTHUR J & 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 |
| July 7, 2025 | GENERAL MILLS 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 |
| July 7, 2025 | GEORGETOWN TX B/E PTC 4.00 % Due Aug 15, 2029Municipal 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 |
| July 7, 2025 | GILEAD SCIENCES 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 |
| July 7, 2025 | GUNTERSVILLE AL PUB BLDG AUTH BLDG REV DHR PJ B/E OID @98.763 3.19% 3.10 % Due Jul 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 | $15K-$50K |
| July 7, 2025 | HOME DEPOT 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 |
| July 7, 2025 | HOME DEPOT 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 |
| July 7, 2025 | HUMANA 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 |
| July 7, 2025 | INDIANA ST FIN AUTH WSTWTR UTIL REV 1ST LIEN RFDG CWA AUTH SER 1 B/E 4.00 % Due Oct 1, 2035Municipal 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 |
| July 7, 2025 | INSMED 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 |
| July 7, 2025 | JEFFERSON PARISH LA CONS SEW DIST 1 SWR REV BAM B/E PTC 4.00 % Due Feb 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 |
| July 7, 2025 | JOHNSON & JOHNSONNot 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 |
| July 7, 2025 | KELLANOVANot 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 |
| July 7, 2025 | KENTUCKY ST PPTY & BLDGS COMMN REV PJ 124 SER A AGM B/E 3.00 % Due Nov 1, 2035Municipal 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 |
| July 7, 2025 | KEURIG DR PEPPER 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 |
| July 7, 2025 | KRAFT HEINZ 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. | Purchase | $15K-$50K |
| July 7, 2025 | KRAFT HEINZ 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 |
| July 7, 2025 | LAUDER ESTEE COS 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 |
| July 7, 2025 | LENNAR 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. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| July 7, 2025 | LULULEMON ATHLETICA 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 |
| July 7, 2025 | LULULEMON ATHLETICA 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 |
| July 7, 2025 | MADISON WI PROM NT SER A B/E 4.00 % Due Oct 1, 2025Corporate 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 |
| July 7, 2025 | MAINE ST HSG AUTH MTG PUR SER A 3 REV B/E 3.50 % Due Nov 15, 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 | $50K-$100K |
| July 7, 2025 | MASTERCARD 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 |
| July 7, 2025 | MCDONALDS 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. | Purchase | $1K-$15K |
| July 7, 2025 | MERCK & CO. INC.Not 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 |
| July 7, 2025 | MERCK & CO. INC.Not 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 |
| July 7, 2025 | MOLINA HEALTHCARE 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 |
| July 7, 2025 | MOLSON COORS BEVERAG BNot 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 |
| July 7, 2025 | OLD SPANISH TRAIL ALEMDA CORRIDR REDEV REV TX TAX INCRMT CNTRCT BAM B/E 3.00 % Due Sep 1, 2035Municipal 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 |
| July 7, 2025 | ONEOK 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. | Sale | $1K-$15K |
| July 7, 2025 | OREM UT WTR SWR & STORM SWR REV SER A B/E PTC 4.00 % Due Jul 15, 2035Municipal 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 |
| July 7, 2025 | PAINESVILLE OH SPL OBLIG INCM TAX STR IMPT PJ REV B/E OID @98.119 3.12% 3.00 % Due Aug 1, 2035Municipal 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 |
| July 7, 2025 | PAYCHEX 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 |
| July 7, 2025 | PFIZER 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 |
| July 7, 2025 | PG&E 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 |
| July 7, 2025 | PG&E 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 |
| July 7, 2025 | PORT HOUSTON AUTH TX HARRIS CNTY REV 1ST LIEN B/E 4.00 % Due Oct 1, 2035Municipal 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 |
| July 7, 2025 | PORT TACOMA WA RFDG SER A B/E PTC 4.00 % Due Dec 1, 2035Municipal 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 |
| July 7, 2025 | PROCTER & GAMBLE 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. | Purchase | $50K-$100K |
| July 7, 2025 | PROCTER & GAMBLE 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 |
| July 7, 2025 | PROGRESSIVE CORP OHNot 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 |
| July 7, 2025 | REGENERON 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. | Sale | $15K-$50K |
| July 7, 2025 | REGENERON PHARMACEUTICALNot 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 |
| July 7, 2025 | ROBINHOOD MKTS 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 |
| July 7, 2025 | ROSS STORES 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 |
| July 7, 2025 | SALESFORCE 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 |
| July 7, 2025 | SAN ANTONIO TX GENL IMPT B/E 4.00 % Due Aug 1, 2035Municipal 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 |
| July 7, 2025 | SOUTHERN 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. | Purchase | $50K-$100K |
| July 7, 2025 | SPOKANE WA RFDG B/E OID @98.538 3.2% 3.10 % 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 | $50K-$100K |
| July 7, 2025 | SUNFIELD TX MUD 3 AGM B/E OID @96.897 3.5% 3.25 % Due Sep 1, 2035Municipal 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 |
| July 7, 2025 | SUPER MICRO COMPUTER 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 |
| July 7, 2025 | TESLA 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 |
| July 7, 2025 | TESLA 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 |
| July 7, 2025 | TEXAS PACIFIC LAND CNot 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 |
| July 7, 2025 | THE CAMPBELL'S 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 |
| July 7, 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 | $15K-$50K |
| July 7, 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 |
| July 7, 2025 | THERMO FISHER SCIENTIFICNot 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 |
| July 7, 2025 | TJX COS 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. | Sale | $15K-$50K |
| July 7, 2025 | TYSON FOODS 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 |
| July 7, 2025 | UNITEDHEALTH 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. | Sale | $50K-$100K |
| July 7, 2025 | UNITEDHEALTH 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. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| July 7, 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 |
| July 7, 2025 | WALMART 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 |
| July 7, 2025 | WARNER BROS DISCOVERY 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 | $15K-$50K |
| July 7, 2025 | WATSCO 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 |
| July 7, 2025 | WILLIAMS COS 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 |
| July 7, 2025 | YUM BRANDS 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 |
| July 7, 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 | $15K-$50K |
| July 3, 2025 | JAMES HARDIE INDS PLC FNot 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 |
| July 3, 2025 | SPARTA WI AREA SCH DIST RFDG B/E PTC 4.00 % Due Mar 1, 2029Municipal 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 |
| July 3, 2025 | UNIVERSITY CITY MO SCH DIST RFDG B/E PTC 4.00 % Due Feb 15, 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 | $15K-$50K |
| July 2, 2025 | ALLEN PARK MI PUB SCH DIST RFDG B/E QSBLF PTC 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 | $500K-$1M |
| July 2, 2025 | BLACK BELT ENERGY GAS DIST AL GAS PREPAY REV PJ 4 SER A 1 B/E VAR 4.00 % Due Dec 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 |
| July 2, 2025 | COLORADO HLTH FACS AUTH REV COMSPIRIT HLTH SER A2 B/E 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 | $50K-$100K |
| July 2, 2025 | COLORADO HLTH FACS AUTH REV HOSP ADVENTIST HLTH SUNBELT SER B B/E PTC 5.00 % Due Nov 1, 2025Municipal 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 |
| July 2, 2025 | FRANKLIN IN CMNTY MULT SCH BLDG CORP REV RFDG 1ST MTG SER A NPFG B/E 5.00 % Due Jul 15, 2025LateCheckedThe 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 |
| July 2, 2025 | FRANKLIN IN CMNTY MULT SCH BLDG CORP REV RFDG 1ST MTG SER A NPFG B/E 5.00 % Due Jul 15, 2025LateCheckedThe 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 |
| July 2, 2025 | INDIANA ST FIN AUTH REV RFDG LSE APPROP STDM PJ A B/E PTC 5.25 % Due Feb 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 |
| July 2, 2025 | LOWER AL GAS DIST GAS GAS DIST PJ 2 REV 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 |
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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