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 3, 2025 | BALL 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 |
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 3, 2025 | BAXTER INTL 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 3, 2025 | BROADCOM 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 3, 2025 | BRUKER 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 |
| March 3, 2025 | BRUNSWICK 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 |
| March 3, 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. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| March 3, 2025 | CONAGRA 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 3, 2025 | CONSTELLATION 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 3, 2025 | COTY 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 3, 2025 | CYTOKINETICS 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 | D R HORTON 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 | DANAHER CORPNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| March 3, 2025 | DODGE CNTY WI RFDG 2017 A B/E B/Q 3.00 % Due Aug 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 | EAST RIDGE TN RFDG 2021 A B/E B/Q 3.00 % 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 | $100K-$250K |
| March 3, 2025 | EDISON INTLNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| March 3, 2025 | ENPHASE 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 |
| March 3, 2025 | EPAM 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 |
| March 3, 2025 | EQUIFAX 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 3, 2025 | FIRST SOLAR 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 3, 2025 | FMC 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 3, 2025 | FORD MTR CO 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 |
| March 3, 2025 | GENTEX 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 3, 2025 | GRAINGER W W 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 | HERSHEY 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 3, 2025 | HOLOGIC 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 | IDEX 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 3, 2025 | ILLUMINA 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 | INDIANA FIN AUTH HLTH SYS REV IN UNIV HLTH INC SER B B/E 2.25 % Due Dec 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 | $1M-$5M |
| March 3, 2025 | LENNAR CORPNot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| March 3, 2025 | LYCOMING CNTY PA WTR & SWR AUTH REV GTD AGM B/E 3.00 % Due Nov 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 | $50K-$100K |
| March 3, 2025 | MANHATTAN ASSOCS 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 3, 2025 | MERCK & CO. INC.Not found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| March 3, 2025 | MICROSOFT 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 |
| March 3, 2025 | MKS INSTRS 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 | NORTHROP GRUMMAN 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 3, 2025 | OHIO ST HSG FIN AGY RES MTG REV 2025A B/E GUAR CR ENH 6.00 % Due Mar 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 |
| March 3, 2025 | OKLAHOMA TRANSN AUTH OK F K A OK ST TPK AUTH 2ND SR REV SER A B/E 5.00 % Due Jan 1, 2038Municipal 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 3, 2025 | ON SEMICONDUCTOR 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 3, 2025 | PENNSYLVANIA ECON DEV FING AUTH UPMC REV UNIV PITTSBURGH MED CTR A B/E 5.00 % Due Apr 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 |
| March 3, 2025 | PPG INDS 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 | 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 |
| March 3, 2025 | SEMPRANot 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 | SOUTH DAKOTA BRD REGTS HSG & AUX FAC SYS REV B/E 5.00 % Due Apr 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| March 3, 2025 | TENNESSEE HSG DEV AGY RES FIN PG REV SER 3A B/E 4.05 % Due Jan 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| March 3, 2025 | ULTA BEAUTY 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 | 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. A second AI model from a different company also agreed. | Purchase | $1K-$15K |
| March 3, 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. | Sale | $1K-$15K |
| Feb. 28, 2025 | BROWARD CNTY FL TOURIST DEV TAX REV CONVNTN CTR EXPN 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 |
| Feb. 28, 2025 | CENTRAL PLAINS ENERGY PJ NE GAS SPPLY REV RFDG B/E 4.00 % Due Dec 1, 2049Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| Feb. 28, 2025 | COLORADO HLTH FACS AUTH REV COMMONSPIRIT HLTH SER A 1 B/E 5.00 % Due Aug 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 |
| Feb. 28, 2025 | CUYAHOGA OH MET HSG AUTH MLTIFAM HSG REV WADE PK LP B/E 4.75 % Due Dec 1, 2027Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Feb. 28, 2025 | FAYETTE MO R III SCH DIST RFDG 2021 B/E B/Q MDDP 2.00 % Due Mar 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Feb. 28, 2025 | GALVESTON CNTY TX WTR CTL & IMPT DIST 1 B/E 5.00 % Due Mar 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 |
| Feb. 28, 2025 | JACKSONVILLE FL SPL REV RFDG SER B 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 |
| Feb. 28, 2025 | JACKSONVILLE FL TRANSN AUTH LOC OPT GAS TAX REV SR LIEN B/E 5.00 % Due Aug 1, 2036Municipal 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 |
| Feb. 28, 2025 | JEFFERSON CNTY KY SCH DIST FIN CORP BLDG REV RFDG SER B B/E PTC 3.00 % Due Jul 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 |
| Feb. 28, 2025 | LAKEVILLE MN HSG & REDEV AUTH LSE REV RFDG ICE ARENA PJ SER A B/E B/Q 4.00 % Due Feb 1, 2027Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Feb. 28, 2025 | MISSOURI ST HLTH & EDL FACS AUTH BJC SYS SER B REV B/E 4.00 % Due May 1, 2051Municipal 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 |
| Feb. 28, 2025 | NEW MELLE MO FIRE PROTN DIST BAM B/E B/Q 3.00 % Due Mar 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 |
| Feb. 28, 2025 | NEW MEXICO ST HOSP EQUIP LN COUNCIL HOSP REV SYS 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 | $500K-$1M |
| Feb. 28, 2025 | ORANGE CNTY FL HLTH FACS AUTH REV HOSP RFDG ORLANDO HEALTH B 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 |
| Feb. 28, 2025 | OSHKOSH WI WTR SYS REV SER C B/E 4.00 % Due Jan 1, 2029Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| Feb. 28, 2025 | PENNSYLVANIA ST HIGH EDL FACS AUTH REV RFDG UNIV PA HLTH SYS SER B B/E 5.00 % Due Aug 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 |
| Feb. 28, 2025 | ST FRANCOIS CNTY MO CENT SCH DIST R III RFDG 2021 B/E B/Q MDDP 2.00 % Due Mar 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| Feb. 28, 2025 | TWIN LAKES IN SCH BLDG CORP 1ST MTG REV B/E ST INTRCPT 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 |
| Feb. 28, 2025 | UNIVERSITY NE UNIV REV RFDG SER A B/E ETM 5.00 % Due Jul 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 |
| Feb. 28, 2025 | UNIVERSITY WEST FL FNDTN INC FL DORM REV RFDG SER A 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 | $100K-$250K |
| Feb. 28, 2025 | WICHITA KS RFDG 2020 A B/E 3.00 % 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 | $100K-$250K |
| Feb. 27, 2025 | PENNSYLVANIA ST TPK 5% DUE ON 12/01/43Municipal 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 |
| Feb. 26, 2025 | 3M 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 |
| Feb. 26, 2025 | ABBVIE 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 |
| Feb. 26, 2025 | ACCENTURE PLC IRELAND 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 |
| Feb. 26, 2025 | ADOBE 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 |
| Feb. 26, 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. | Purchase | $1K-$15K |
| Feb. 26, 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 | $1K-$15K |
| Feb. 26, 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 | $1K-$15K |
| Feb. 26, 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. | Purchase | $1K-$15K |
| Feb. 26, 2025 | AMERICAN EXPRESS 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 |
| Feb. 26, 2025 | APPLE 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 |
| Feb. 26, 2025 | APPLIED INDL TECHNOLOGIENot 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 |
| Feb. 26, 2025 | ARISTA NETWORKS 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 |
| Feb. 26, 2025 | AUSTIN TX REV RFDG SUB LIEN 1998 NPFG 5.25 % 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 |
| Feb. 26, 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 |
| Feb. 26, 2025 | BROADCOM 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 |
| Feb. 26, 2025 | CATERPILLAR 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 |
| Feb. 26, 2025 | COGNIZANT TECHNOLOGY SOLNot 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 |
| Feb. 26, 2025 | CONNECTICUT ST HEALTH & EDL FACS AUTH REV LOOMIS CHAFFEE SCH F B/E AMBAC 5.25 % Due Jul 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 | $250K-$500K |
| Feb. 26, 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 |
| Feb. 26, 2025 | CROWDSTRIKE 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 |
| Feb. 26, 2025 | CROWN 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 |
| Feb. 26, 2025 | CSX 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 |
| Feb. 26, 2025 | DANAHER 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 |
| Feb. 26, 2025 | DISCOVER FINL SVCSNot 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 |
| Feb. 26, 2025 | EATON CORP 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 |
| Feb. 26, 2025 | ELI LILLY AND CONot found on any posted 278-T · Investment Account #8CheckedA PDF parser and an AI model each read this report and agreed on this row, and a row-by-row check found it on its PDF page. | Purchase | $1K-$15K |
| Feb. 26, 2025 | EXLSERVICE 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 |
| Feb. 26, 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. | Purchase | $1K-$15K |
| Feb. 26, 2025 | GE AEROSPACENot 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 |
| Feb. 26, 2025 | GE VERNOVA 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 |
| Feb. 26, 2025 | GOLDMAN SACHS 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 |
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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