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 |
|---|---|---|---|
| March 5, 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. | 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
| March 5, 2025 | THE TRADE DESK 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 |
| March 5, 2025 | THE TRADE DESK 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 |
| March 5, 2025 | THERMO FISHER SCIENTIFICNot 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 |
| March 5, 2025 | THERMO FISHER SCIENTIFICNot 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 |
| March 5, 2025 | TJX COS INC 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 |
| March 5, 2025 | TJX COS INC 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 |
| March 5, 2025 | TRACTOR SUPPLY 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 |
| March 5, 2025 | TRANE TECHNOLOGIES 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 |
| March 5, 2025 | TRANSDIGM GROUP INCNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| March 5, 2025 | TRANSDIGM GROUP INCNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| March 5, 2025 | TRANSMEDICS 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 | $1K-$15K |
| March 5, 2025 | TRANSUNIONNot 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 |
| March 5, 2025 | TRAVELERS 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. | Purchase | $1K-$15K |
| March 5, 2025 | TRAVELERS 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. | Purchase | $1K-$15K |
| March 5, 2025 | TRUIST FINL CORPNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| March 5, 2025 | TRUSTMARK 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 |
| March 5, 2025 | TWO HARBORS INVESTMENTSNot 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 |
| March 5, 2025 | TYLER TECHNOLOGIES INCNot found on any posted 278-T · Investment Account #7CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| March 5, 2025 | U S PHYSICAL THERAPYNot 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 |
| March 5, 2025 | UBER TECHNOLOGIES INCNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| March 5, 2025 | UBER TECHNOLOGIES INCNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| March 5, 2025 | UIPATH 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 |
| March 5, 2025 | UNION PAC CORPNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| March 5, 2025 | UNITED AIRLINES HLDGSNot 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 |
| March 5, 2025 | UNITED AIRLINES HLDGSNot 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 |
| March 5, 2025 | UNITED PARCEL SVC 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 |
| March 5, 2025 | UNITED RENTALS 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 |
| March 5, 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 |
| March 5, 2025 | UNIVERSAL CORP VANot 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 |
| March 5, 2025 | UNIVERSAL HEALTH SVCS INMunicipal bondNot 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 |
| March 5, 2025 | URBAN EDGE PPTYSNot 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 |
| March 5, 2025 | US BANCORP 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. | Purchase | $1K-$15K |
| March 5, 2025 | V F 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 |
| March 5, 2025 | VEEVA 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. | Purchase | $1K-$15K |
| March 5, 2025 | VENTAS 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 |
| March 5, 2025 | VERALTO CORPNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| March 5, 2025 | VERALTO CORPNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| March 5, 2025 | VERISK ANALYTICS 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 |
| March 5, 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. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| March 5, 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 |
| March 5, 2025 | VERRA MOBILITY 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 |
| March 5, 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 |
| March 5, 2025 | VERTIV HLDGS CONot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| March 5, 2025 | VICI PPTYS 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 |
| March 5, 2025 | VISA INCNot found on any posted 278-T · Investment Account #7CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| March 5, 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. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| March 5, 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. | Purchase | $1K-$15K |
| March 5, 2025 | VISTRA 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 |
| March 5, 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. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| March 5, 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. | Purchase | $1K-$15K |
| March 5, 2025 | WASTE MGMT INC DELNot found on any posted 278-T · Investment Account #7CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $15K-$50K |
| March 5, 2025 | WASTE MGMT INC DELNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| March 5, 2025 | WATERS 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 |
| March 5, 2025 | WD 40 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 | $1K-$15K |
| March 5, 2025 | WELLS FARGO & 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 |
| March 5, 2025 | WELLS FARGO & 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 |
| March 5, 2025 | WELLTOWER 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 |
| March 5, 2025 | WESTERN ALLIANCE BANCORPNot 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 |
| March 5, 2025 | WEYERHAEUSER CONot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| March 5, 2025 | WILLIAMS 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. | Purchase | $1K-$15K |
| March 5, 2025 | WILLIS TOWERS WATSON P 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 |
| March 5, 2025 | WORKDAY INCNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| March 5, 2025 | WORKDAY INCNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| March 5, 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 | $1K-$15K |
| March 5, 2025 | XENIA HOTELS & RESORTS 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 | $1K-$15K |
| March 5, 2025 | XEROX HOLDINGS 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 |
| March 5, 2025 | XYLEM 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 |
| March 5, 2025 | YELP 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 |
| March 5, 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 |
| March 5, 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 |
| March 5, 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 | $1K-$15K |
| March 5, 2025 | ZILLOW 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 |
| March 5, 2025 | ZIMMER BIOMET 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 |
| March 5, 2025 | ZOETIS INCNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| March 4, 2025 | ALLEGHENY CNTY PA HOSP DEV AUTH REV SER A UNIV PITTSBURGH MED CTR B/E 5.00 % Due Jul 15, 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 | $250K-$500K |
| March 4, 2025 | BLACKSTONE 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 |
| March 4, 2025 | CITIGROUP 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 |
| March 4, 2025 | COOK CNTY ILL CM 4.25% DUE ON 12/01/47Municipal 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 |
| March 4, 2025 | DALLAS TX HSG FIN CORP MULTI FAM HSG REV POSITANO APTS LLC 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 | $15K-$50K |
| March 4, 2025 | DISTRICT COLUMBIA HSG FIN AGY MLTIFAM HSG REV FAIRCLIFF PLAZA B/E PTC 5.00 % Due Dec 1, 2026LateCheckedThe 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 |
| March 4, 2025 | DOW 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 |
| March 4, 2025 | GENERAL MILLS 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 |
| March 4, 2025 | JOHNSON & JOHNSONNot 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 |
| March 4, 2025 | KENTUCKY INC KY PUB ENERGY AUTH GAS SPLY REV SER A B/E 4.00 % Due Dec 1, 2050Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| March 4, 2025 | LAKEVIEW OH LOC SCH DIST CLSSRM FACS & SCH IMPT B/E CR ENH PTC 3.00 % 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 |
| March 4, 2025 | LAS CRUCES NM JT UTIL RFDG & IMPT REV SYS B/E 5.00 % Due Jun 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 | $50K-$100K |
| March 4, 2025 | LOWER CO RIV AUTH TX TRNSMSN CNTRCT REV RFDG LCRA SVCS SER A B/E 5.00 % Due May 15, 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 | $250K-$500K |
| March 4, 2025 | MARICOPA CNTY AZ INDL DEV AUTH BANNER HLTH SER D REV B/E 5.00 % Due Jan 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 | $100K-$250K |
| March 4, 2025 | MARYLAND ST HEALTH 5% DUE ON 10/01/43Municipal 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 |
| March 4, 2025 | MCDONALDS 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 |
| March 4, 2025 | MINOT ND WTR & SWR UTIL RESV SER D DB B/E 3.00 % 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 |
| March 4, 2025 | QUALCOMM 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 | $50K-$100K |
| March 4, 2025 | RHODE IS ST HEALTH 5% DUE ON 05/15/34Municipal 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 |
| March 4, 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 |
| March 3, 2025 | ADVANCED MICRO DEVICE 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 |
| March 3, 2025 | AMAZON.COM 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 |
| March 3, 2025 | ANKENY IA SER A B/E 5.00 % Due Jun 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 |
| March 3, 2025 | ARCHER-DANIELS MIDLAND 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 |
| March 3, 2025 | AVANTOR 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 |
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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