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 13, 2025 | T-MOBILE US INCNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 |
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 13, 2025 | TAKE-TWO INTERACTIVE SOFTWARE INCNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | TARGET CORPNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | TESLA INCNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | TEXAS INSTRUMENTS INCNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | TEXAS INSTRUMENTS INCNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | TPG INC CL ANot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | TRACTOR SUPPLY CONot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | TRADE DESK INC (THE) CL ANot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | TRUIST FINANCIAL CORPNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | TYSON FOODS INC CL ANot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | U S BANCORP DENot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | ULTA BEAUTY INCNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | UNITED PARCEL SERVICE INC CL BNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | VALERO ENERGY CORPNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | VERISIGN INCNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | VERIZON COMMUNICATIONS INCNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | VERTEX PHARMACEUTICALS INCNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | WARNER BROS DISCOVERY INC SER ANot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | WARNER MUSIC GROUP CORP CL ANot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | WESTERN DIGITAL CORPNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | WILLIAMS COS INC DELNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | WORKDAY INC CL ANot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | XCEL ENERGY INCNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | ZOOM COMMUNICATIONS INC CL ANot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 13, 2025 | ZSCALER INCNot found on any posted 278-T · Investment Account #5CheckedA PDF parser and an AI model each read this report and agreed on 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 12, 2025 | AECOMNot 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 |
| June 12, 2025 | ALLEN TX ECON DEV CORP SALES TAX REV RFDG A B/E 5.00 % Due Sep 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 |
| June 12, 2025 | ALPHABET 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 | $15K-$50K |
| June 12, 2025 | AON PLC FNot 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 |
| June 12, 2025 | ARIZONA ST INDL DEV AUTH MLTIFAM HSG REV RANCHES AT GUNSMOKE APT B/E PTC 5.00 % Due Mar 1, 2058Municipal 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 |
| June 12, 2025 | ATLASSIAN 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 |
| June 12, 2025 | ATMOS ENERGY 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 |
| June 12, 2025 | AUTOMATIC DATA PROCESSINNot 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 |
| June 12, 2025 | BANK NEW YORK MELLON CORNot 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 |
| June 12, 2025 | BANK OF AMERICA 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 |
| June 12, 2025 | BERKSHIRE HATHAWAYNot 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 |
| June 12, 2025 | BIO-TECHNE 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 |
| June 12, 2025 | BIOMARIN 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 |
| June 12, 2025 | BOEING 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 |
| June 12, 2025 | CARDINAL 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. | Purchase | $1K-$15K |
| June 12, 2025 | CENTERPOINT 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. | Purchase | $1K-$15K |
| June 12, 2025 | CHARTER COMMUNICATIONS INot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Sale | $1K-$15K |
| June 12, 2025 | COINBASE GLOBAL 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 |
| June 12, 2025 | COMCAST CORP NEWNot 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 |
| June 12, 2025 | COSTCO WHSL CORP NEWNot 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 |
| June 12, 2025 | DALLAS TX RFDG 2024A B/E 5.00 % Due Feb 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 | $50K-$100K |
| June 12, 2025 | DICKS SPORTING GOODS 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 |
| June 12, 2025 | DOMINOS PIZZA 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 |
| June 12, 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 |
| June 12, 2025 | EXELON 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 |
| June 12, 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. | Sale | $1K-$15K |
| June 12, 2025 | FACTSET RESH SYS INCNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Sale | $1K-$15K |
| June 12, 2025 | FAIR ISAAC 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 |
| June 12, 2025 | FISERV 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 |
| June 12, 2025 | FLORIDA INS ASSIST INTERLOCAL AGY FL INS ASSMT REV SER A 1 B/E 5.00 % 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 |
| June 12, 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. | Sale | $1K-$15K |
| June 12, 2025 | GENOA OCEOLA SWR & WTR AUTH MI SWR SYS IMPT REV 2018 B/E B/Q 3.25 % 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 | $50K-$100K |
| June 12, 2025 | HALOZYME THERAPEUTICS INNot 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 |
| June 12, 2025 | HARRIS CNTY TX MUD 109 NPFG B/E PTC 3.00 % 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 | $50K-$100K |
| June 12, 2025 | HARTFORD INS 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. | Purchase | $1K-$15K |
| June 12, 2025 | INTERMOUNTAIN PWR AGY UT PWR SPLY REV SER A 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 | $50K-$100K |
| June 12, 2025 | KENTUCKY ASSET LIABILITY COMMN AGY FD REV FDL HWY TR 1ST RFDG SER A B/E 5.00 % Due Sep 1, 2025Mutual 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 |
| June 12, 2025 | KENTUCKY HSG CORP MLTIFAM HSG REV BEECHER TERRACE PHASE IV PJ B/E 5.00 % Due Sep 1, 2043Municipal 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 |
| June 12, 2025 | KENTUCKY ST PPTY & BLDGS COMMN REV PJ 108 SER A B/E PTC 5.00 % Due Aug 1, 2028Municipal 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 |
| June 12, 2025 | KROGER 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 |
| June 12, 2025 | LABCORP HLDGS 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 |
| June 12, 2025 | LIBERTY MEDIA CORP DELNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Sale | $1K-$15K |
| June 12, 2025 | MARATHON PETE 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 |
| June 12, 2025 | MARSH & MCLENNAN COS 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 |
| June 12, 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. | Sale | $1K-$15K |
| June 12, 2025 | META PLATFORMS 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 |
| June 12, 2025 | METROPOLITAN ST LOUIS MO SWR DIST WSTWTR SYS REV RFDG & IMPT C B/E PTC 5.00 % Due May 1, 2046Municipal 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 |
| June 12, 2025 | METROPOLITAN UTILS DIST OMAHA NE WTR REV RFDG SYS IMPT B/E 2.85 % 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 | $250K-$500K |
| June 12, 2025 | MICHIGAN FIN AUTH REV TOB SETTLMT ABS SER A CL 1 B/E 5.00 % Due Jun 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 |
| June 12, 2025 | MID-AMER APT CMNTYS 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 |
| June 12, 2025 | MOTOROLA SOLUTIONS 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 |
| June 12, 2025 | NETFLIX 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 |
| June 12, 2025 | NORTH CHARLESTON SC LTD OBLIG TAX INCRMT PLG 2024 REV B/E 5.00 % Due Oct 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 |
| June 12, 2025 | O REILLY AUTOMOTIVE 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 |
| June 12, 2025 | OMNICOM GROUP INCNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Sale | $1K-$15K |
| June 12, 2025 | OWENSBORO KY WTR REV RFDG & IMPT BAM B/E 5.00 % Due Sep 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 |
| June 12, 2025 | PEFA INC IA GAS PJ REV B/E 5.00 % Due Sep 1, 2049Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 12, 2025 | PEPSICO 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 |
| June 12, 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 |
| June 12, 2025 | PHILLIPS 66Not 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 |
| June 12, 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 |
| June 12, 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 |
| June 12, 2025 | REPUBLIC SVCS 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 |
| June 12, 2025 | ROCKWELL AUTOMATION 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 |
| June 12, 2025 | SNOHOMISH CNTY WA SCH DIST 306 LAKEWOOD GENL RFDG OBLIG A B/E 5.00 % Due Dec 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 |
| June 12, 2025 | SOUTHERN 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 |
| June 12, 2025 | SPROUTS FMRS MKT 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 |
| June 12, 2025 | STRYKER 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 |
| June 12, 2025 | TEXAS PACIFIC LAND CNot 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 |
| June 12, 2025 | TEXAS WTR DEV BRD ST REVLVG FD REV B/E 5.00 % Due Aug 1, 2025Mutual 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 | $50K-$100K |
| June 12, 2025 | UNITED THERAPEUTICS 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 |
| June 12, 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. | Purchase | $1K-$15K |
| June 12, 2025 | VERIZON COMMUNICATIONS INot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| June 12, 2025 | VERTEX PHARMACEUTICALS INot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | 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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