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 |
|---|---|---|---|
| June 30, 2025 | MASTERBRAND 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
| June 30, 2025 | MATERION 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 | $1K-$15K |
| June 30, 2025 | MATSON 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 |
| June 30, 2025 | MEDICAL PPTYS 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 | $15K-$50K |
| June 30, 2025 | MERIT MED 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 |
| June 30, 2025 | MGP INGREDIENTS 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 |
| June 30, 2025 | MIDDLESEX WTR COMunicipal bondNot 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 |
| June 30, 2025 | MONRO 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 |
| June 30, 2025 | MORGAN STANLEY DEP SHS REPST 6.6250% 12/31/49Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $50K-$100K |
| June 30, 2025 | MORGAN STANLEY DEP SHS REPST 6.6250% 12/31/49Preferred stockLateCheckedThe 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 |
| June 30, 2025 | MP MATLS 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 | $1K-$15K |
| June 30, 2025 | MUELLER WATER PRODUCNot 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 |
| June 30, 2025 | MYRIAD GENETICS 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 |
| June 30, 2025 | NBT BANCORP 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 |
| June 30, 2025 | NEWELL BRANDS 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 |
| June 30, 2025 | NEXPOINT RESIDENTIAL 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 |
| June 30, 2025 | NORTHERN OIL & GAS 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 |
| June 30, 2025 | NTNL BEVERAGE 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 | $1K-$15K |
| June 30, 2025 | OTTER TAIL 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 |
| June 30, 2025 | OXFORD INDS INC 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 | $15K-$50K |
| June 30, 2025 | PACIRA BIOSCIENCES 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 |
| June 30, 2025 | PALOMAR 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 | $1K-$15K |
| June 30, 2025 | PATHWARD FINL 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 |
| June 30, 2025 | PEDIATRIX MEDICAL GRNot 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 |
| June 30, 2025 | PHILLIPS EDISON & CO 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 |
| June 30, 2025 | PLEXUS 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 |
| June 30, 2025 | PRA 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 | $1K-$15K |
| June 30, 2025 | PRESTIGE CONSUMER HEALTHNot 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 |
| June 30, 2025 | PROGYNY 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 |
| June 30, 2025 | QORVO 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 |
| June 30, 2025 | QUINSTREET 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 |
| June 30, 2025 | RADNET 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 |
| June 30, 2025 | RENASANT 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 | $1K-$15K |
| June 30, 2025 | ROBERT HALF 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 |
| June 30, 2025 | RPC 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 |
| June 30, 2025 | S & T BANCORP 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 |
| June 30, 2025 | SABRE 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 | $1K-$15K |
| June 30, 2025 | SAFETY INS 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 |
| June 30, 2025 | SCHNEIDER NATL INC WISNot 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 |
| June 30, 2025 | SEMTECH 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 |
| June 30, 2025 | SERVISFIRST BANCSHARES 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. | Purchase | $15K-$50K |
| June 30, 2025 | SHUTTERSTOCK 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 |
| June 30, 2025 | SIMMONS FIRST NATL 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 |
| June 30, 2025 | SIMPLY GOOD FOODS 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 |
| June 30, 2025 | SITIME 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 | $1K-$15K |
| June 30, 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. | Sale | $15K-$50K |
| June 30, 2025 | SOLAREDGE TECHNOLOGIES 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. | Purchase | $15K-$50K |
| June 30, 2025 | SONOS 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 |
| June 30, 2025 | SPRINKLR 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 |
| June 30, 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. | Sale | $15K-$50K |
| June 30, 2025 | ST JOE 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 |
| June 30, 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. | Sale | $15K-$50K |
| June 30, 2025 | STONEX 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 | $15K-$50K |
| June 30, 2025 | STRIDE 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 |
| June 30, 2025 | SUNCOKE ENERGY INCNot found on any posted 278-T · Investment Account #7CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| June 30, 2025 | SUPERNUS PHARMACEUTICALSNot 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 |
| June 30, 2025 | SYLVAMO 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 |
| June 30, 2025 | TANGER 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 |
| June 30, 2025 | TELEFLEX 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 |
| June 30, 2025 | TENNANT 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 |
| June 30, 2025 | TERADATA CORP 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 | $15K-$50K |
| June 30, 2025 | TERRENO RLTY 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 |
| June 30, 2025 | THRYV 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 | $1K-$15K |
| June 30, 2025 | TRINITY INDS 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 |
| June 30, 2025 | TWO HARBORS INVESTMENot 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 |
| June 30, 2025 | UFP 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 | $15K-$50K |
| June 30, 2025 | UNIFIRST CORP MASSNot 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 |
| June 30, 2025 | UNITED CMNTY BK BLAIRSVINot 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 |
| June 30, 2025 | UNITED NAT 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 |
| June 30, 2025 | VERICEL 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 | $1K-$15K |
| June 30, 2025 | VESTIS 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 |
| June 30, 2025 | VICOR 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 | $1K-$15K |
| June 30, 2025 | WAFD 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 |
| June 30, 2025 | WALKER & DUNLOP 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 |
| June 30, 2025 | WELLS FARGO & CO PERP A BB N 3.9000% 12/31/49Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $15K-$50K |
| June 30, 2025 | WESTAMERICA BANCORPNot 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 |
| June 30, 2025 | WHITESTONE 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 | $15K-$50K |
| June 30, 2025 | WILLSCOT HOLDINGS CO 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. | Purchase | $15K-$50K |
| June 30, 2025 | WOLFSPEED 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 |
| June 30, 2025 | WORLD KINECT 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 |
| June 30, 2025 | WSFS FINL 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 |
| June 30, 2025 | XENCOR 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 |
| June 30, 2025 | ZIFF DAVIS 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 |
| June 27, 2025 | DOMINION ENERGY INC PERP GLB 4.3500% 12/31/49Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $1K-$15K |
| June 26, 2025 | WELLS FARGO & CO PERP A BB N 3.9000% 12/31/49Preferred stockLateCheckedThe 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 |
| June 26, 2025 | WELLS FARGO & CO PERP A BB N 3.9000% 12/31/49Preferred stockLateCheckedThe 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 |
| June 26, 2025 | WELLS FARGO & CO PERP NT 6.8500% 12/31/49Preferred stockLateCheckedThe 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 |
| June 25, 2025 | CAPITAL ONE FINL CORP PERP S 3.9500%Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 23, 2025 | CALIFORNIA WTR SVC GROUPMunicipal bondNot 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 | $1K-$15K |
| June 23, 2025 | CHAMPION HOMES 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 | $1K-$15K |
| June 23, 2025 | CHEFS WHSE 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 | $1K-$15K |
| June 23, 2025 | COLLEGIUM PHARMACEUTICALNot found on any posted 278-T · Investment Account #7CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| June 23, 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 | $1K-$15K |
| June 23, 2025 | CORVEL 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 | $1K-$15K |
| June 23, 2025 | EMBECTA 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 | $1K-$15K |
| June 23, 2025 | ENERGIZER HLDGS 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 | $1K-$15K |
| June 23, 2025 | FOUR CORNERS 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. | Purchase | $1K-$15K |
| June 23, 2025 | G-III APPAREL GROUP LTDNot 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 | $1K-$15K |
| June 23, 2025 | HUNTINGTON BANCSHARES INC TI 5.6250% 12/31/49Preferred stockLateCheckedThe 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 |
| June 23, 2025 | INSPIRE MED 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 | $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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