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 Oct. 8, 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: Oct. 8, 2026|Transactions: Jan. 6, 2025 – Aug. 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.
7,523 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. A row is marked Checked when two independent reads of the filing agree on it and no check that ran disagrees. A page-image check also ran on filings through September 2026 and has been retired; the rows it covered keep their recorded status. Open the source PDF to confirm any row, and tell us if something is wrong. How rows are checked.
| Date | Description | Type | Amount |
|---|---|---|---|
| Dec. 1, 2025 | Mobile Cnty Ala Gen Oblig Impt Wts 2025 5.000% 02/01/46 B/e Dtd 12/11/25 Clb Solicited Order Yid 4.080 To ParMunicipal 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 |
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
| Dec. 1, 2025 | NORTH DAVIESS IN REV SCH BLDG CORP AD VALORM PPTY 1ST B/E B/Q CR ENH 5.00 % Due Jul 15, 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 |
| Dec. 1, 2025 | NORTH KNOX IN BLDG CORP 1ST MTG 2025 REV B/E B/Q ST INTRCPT 5.00 % Due Jul 15, 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 |
| Dec. 1, 2025 | Omaha Pub Pwr Dist Neb Elec Rev Sys Bds 2025b 5.000% 02/01/46 B/e Dtd 12/10/25 Clb Solicited Order Yid 4.072 To ParMunicipal 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 |
| Dec. 1, 2025 | Palm Beach Cnty Fla Health Facs Auth Hosp Rev Bds Jupiter Med Ctr Inc 2025 5.000% 11/01/45 B/e Dtd 07/23/25 Clb Solicited Order Yid 4.083 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | Pennsylvania St Higher Ed Facs Auth Rev Fixed Rate Bds Thomas Jefferson 5.250% 11/01/41 B/e Dtd 11/13/24 Clb Solicited Order Yid 3.962 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | RHODE ISLAND HLTH & EDL BLDG CORP PUB SCHS FING PG REV SER G B/E CR ENH 5.00 % Due May 15, 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 | $250K-$500K |
| Dec. 1, 2025 | South Carolina Jobs-economic Dev Auth Health Care Facs Rev Bds Novant 5.500% 11/01/50 B/e Dtd 05/14/24 Clb Solicited Order Yid 4.247 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | South Carolina St Pub Svcs Auth Rev Impt Oblgts 2021 B 5.000% 12/01/43 B/e Dtd 09/02/21 Clb Solicited Order Yid 4.328 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | South Dakota Conservancy Dist Rev St Revolving Fd Program Bds 2024 A 5.000% 08/01/50 B/e Dtd 09/05/24 Clb Solicited Order Yid 4.181 To ParMutual fundLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | SOUTHWESTERN IN MLTI SCH BLDG AD VALOREM PPTY TAX 1ST MTG REV B/E B/Q 5.00 % Due Jul 15, 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 | $50K-$100K |
| Dec. 1, 2025 | Tarrant Cnty Tex Cultural Ed Facs Fin Corp Hosp Rev Bds Baylor Scott White 5.500% 11/15/47 B/e Dtd 11/30/22 Clb Solicited Order Yid 4.130 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | Timpanogos Spl Svc Dist Utah Swr Rev Ref Bds 2024 5.000% 06/01/48 B/e Dtd 10/15/24 Clb Solicited Order Yid 4.225 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | Travis Cnty Tex Healthcare Dist Ltd Tax Ctfs Of Oblig Central Health 2025 5.250% 03/01/48 B/e Dtd 12/01/25 Clb Solicited Order Yid 4.292 To ParMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Dec. 1, 2025 | University Louisville Ky Revs Gen Rcpts Bds 2025 A 5.000% 09/01/45 B/e Dtd 05/07/25 Clb Solicited Order Yid 3.883 To ParMunicipal 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 |
| Dec. 1, 2025 | WASHBURN UNIV TOPEKA KS REV 2021 A 2 B/E CR ENH 4.00 % Due Jul 1, 2027Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| Dec. 1, 2025 | WASHINGTON ST HLTH CARE FACS AUTH VA MASON MED CTR REV B/E 5.00 % Due Aug 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 | $250K-$500K |
| Nov. 28, 2025 | PENNSYLVANIA ST 5.25% DUE 11/01/39Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| Nov. 26, 2025 | WASHINGTON ST HEALT 5% DUE 09/01/38Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $1M-$5M |
| Nov. 24, 2025 | RICHLAND-BEAN BLOSS 5% DUE 07/15/38Corporate noteLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $1M-$5M |
| Nov. 19, 2025 | ***MACYS RETAIL HOLDINGS LLC REG S DUE 03/15/2030 05.875% MS 15 DISCRETIONARY ORDER IF THIS CONFIRMATION IS IN CONNECTION WITH A SALE PURSUANT TO REG. SCorporate noteLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $1M-$5M |
| Nov. 19, 2025 | UNIVERSITY OKLA REV 5% DUE 07/01/34Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $1M-$5M |
| Nov. 17, 2025 | KEYCORP DP SH PFD H - KEYplPreferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $1K-$15K |
| Nov. 17, 2025 | NEW YORK NY CITY MUN WT RV BE/R/ 2.7 061543 DTD 111413 CALLABLE VARATE PUTBND CALLABLE @ 100 120725 VARATE PUTBNDMunicipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Sale | $250K-$500K |
| Nov. 14, 2025 | COREBRIDGE FINL INC PERP -A 6.8750% 12/31/49Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $100K-$250K |
| Nov. 14, 2025 | KEYCORP DP SH PFD H - KEYplPreferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $1K-$15K |
| Nov. 14, 2025 | MIAMI-DADE CNTY FL WTR & SR B RV BE/R/ 5 DUE 100133 DTD 120425 FC 040126 2.810% YIELD TO MATURITYMunicipal 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 |
| Nov. 14, 2025 | NORTHERN TR CORP ALT TIER I 4.6000% 12/31/49Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Sale | $100K-$250K |
| Nov. 13, 2025 | BANK OF AMERICA CORPORATION - BACplPreferred stockLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Nov. 13, 2025 | KEYCORP DP SH PFD H - KEYplPreferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $15K-$50K |
| Nov. 13, 2025 | WELLS FARGO & CO NEW - WFCplPreferred stockLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $1K-$15K |
| Oct. 30, 2025 | TRUIST FINL CORP PERP -P BD 4.9500%Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Sale | $100K-$250K |
| Oct. 30, 2025 | TRUIST FINL CORP PERP NT 5.1000%Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $100K-$250K |
| Oct. 23, 2025 | TEXAS ST AFFORDABLE HSG CORP MLTIFAM HSG REV JUNIPER CREEK APTS B/E 3.75 % Due Jul 1, 2044Municipal 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 |
| Oct. 20, 2025 | COOK CNTY ILL SALES 5% DUE 11/15/49Municipal 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 |
| Oct. 15, 2025 | KEYCORP DP SH PFD H - KEYplPreferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $100K-$250K |
| Oct. 15, 2025 | M & T BK CORP PERP SUB GLBL 3.5000%Preferred stockLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Oct. 15, 2025 | M & T BK CORP PERP SUB GLBL 3.5000%Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $100K-$250K |
| Oct. 7, 2025 | BANK OF AMERICA CORPORATION - BACplPreferred stockLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Oct. 7, 2025 | WELLS FARGO & CO NEW - WFCplPreferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $15K-$50K |
| Oct. 3, 2025 | BLACK BELT ENERGY GAS DIST AL GAS PREPAY REV PJ 5 SER A 1 B/E 4.00 % Due Oct 1, 2049Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Oct. 3, 2025 | CLAY IN MLTI SCH CMNTY BLDG CORP 1ST MTG REV B/E CR ENH 5.00 % Due Jul 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 | $250K-$500K |
| Oct. 3, 2025 | GWINNETT CNTY GA DEV AUTH REV RFDG GWINNETT CLLG STDNT CTR PJ B 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 | $100K-$250K |
| Oct. 3, 2025 | MIAMI DADE CNTY FL HSG FIN AUTH MLTIFAM REV FAIRFIELD RUNNING B/E 3.55 % Due Jan 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 | $50K-$100K |
| Oct. 3, 2025 | MICHIGAN ST HSG DEV AUTH RENT HSG REV A B/E 3.40 % 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 | $100K-$250K |
| Oct. 3, 2025 | SCOTT CNTY IN SCH DIST 2 MIDDLE SCH BLDG RFDG & IMPT 1ST MTG REV B/E 4.00 % Due Jan 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 |
| Oct. 3, 2025 | TUPELO MS PUB SCH DIST B/E PTC 4.00 % 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 |
| Oct. 2, 2025 | ALACHUA CNTY FL HLTH FACS AUTH REV RFDG SHANDS TEACHING B2 B/E 5.00 % Due Dec 1, 2037Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Oct. 2, 2025 | BLACK BELT ENERGY GAS DIST AL GAS PREPAY REV PJ 5 SER A 1 B/E 4.00 % Due Oct 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 | $15K-$50K |
| Oct. 2, 2025 | BLACK BELT ENERGY GAS DIST AL GAS REV PJ 6 SER B B/E 4.00 % Due Oct 1, 2052Municipal 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 |
| Oct. 2, 2025 | CLEVELAND OH CTF PARTN RFDG CLEVELAND STAD PJ REV B/E 5.00 % Due Nov 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 | $500K-$1M |
| Oct. 2, 2025 | IOWA FIN AUTH REV ST REVLVG FD 2022A GREEN BD B/E 5.00 % Due Aug 1, 2026Mutual 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 |
| Oct. 2, 2025 | JENISON MI PUB SCHS RFDG B/E 5.00 % Due May 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| Oct. 2, 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 |
| Oct. 2, 2025 | KNOXVILLE CNTY TN HLTH EDL&HSG FAC BRD MLTIFAM HSG REV COLLTZD PJ B/E 3.95 % 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 | $50K-$100K |
| Oct. 2, 2025 | MAIN STREET NAT GAS INC GA GAS SPLY REV C B/E 4.00 % Due Mar 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 |
| Oct. 2, 2025 | MISSOURI ST PUB UTILS COMMN REV INTERIM CONSTR NT B/E 4.00 % Due May 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Oct. 2, 2025 | MONROE CNTY GA DEV AUTH POLLTN CTL REV PWR CO PLT SCHERER 1ST ADJ B/E 3.875 % Due Dec 1, 2041Municipal 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 |
| Oct. 2, 2025 | WAUPUN WI SCH DIST RFDG B/E PTC 4.00 % 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 | $250K-$500K |
| Oct. 2, 2025 | WILLISTON BASIN SCH DIST 007 ND BLDG 2024 B/E CR ENH 5.00 % Due Aug 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Oct. 2, 2025 | WILLISTON ND PKS & REC DIST SALES TAX REV SR RFDG 2025 A B/E CR ENH 5.00 % 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 | $1M-$5M |
| Sept. 30, 2025 | WELLS FARGO & CO PERP NT 6.8500% 12/31/49Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Sept. 16, 2025 | BANK NEW YORK MELLON CORP PE 5.9500% 12/31/49Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Sept. 16, 2025 | GENERAL MTRS FINL CO INC PER 6.5000%Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $15K-$50K |
| Sept. 16, 2025 | PNC FINL SVCS GROUP INC PERP 6.2500%Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $50K-$100K |
| Sept. 12, 2025 | PEARLAND TEX 5.25% DUE 09/01/42Municipal 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 |
| Sept. 11, 2025 | ALABASTER AL BRD OF ED SPL TAX WTS SER A REV AGM B/E OID@98.710 3.13% 3.00 % 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 | $100K-$250K |
| Sept. 11, 2025 | BLACK BELT ENERGY GAS DIST AL GAS REV PJ 6 SER B B/E 4.00 % Due Oct 1, 2052Municipal 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 |
| Sept. 11, 2025 | CROSBY TX INDPT SCH DIST MAINT TAX NT BAM B/E B/Q 2.50 % 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 | $250K-$500K |
| Sept. 11, 2025 | FAIRFAX CNTY VA RFDG PUB IMPT SER A B/E 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 |
| Sept. 11, 2025 | GREATER JASPER IN SCH BLDG CORP 1ST MTG REV B/E ST INTRCPT 5.00 % Due Jan 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 | $250K-$500K |
| Sept. 11, 2025 | MAIN STREET NAT GAS INC GA GAS SPLY REV C B/E 4.00 % Due Mar 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 | $250K-$500K |
| Sept. 11, 2025 | MANHATTAN KS TEMP NT SER 2022-03 DB B/E 3.00 % Due Jun 15, 2026Corporate noteLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| Sept. 11, 2025 | MINNESOTA ST HIGH ED FACS AUTH REV UNIV ST THOMAS 7 U B/E 4.00 % 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 | $250K-$500K |
| Sept. 11, 2025 | NORTH CAROLINA HSG FIN AGY HMOWNRSHP REV SER 55C B/E 3.20 % Due Jul 1, 2056Municipal 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 |
| Sept. 11, 2025 | WISCONSIN ST HLTH & EFA ADVOCATE HLTH & HOSP CORP REV SER C1 B/E 5.00 % Due Aug 15, 2054Municipal 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 |
| Sept. 10, 2025 | BLACK BELT ENERGY GAS DIST AL GAS PREPAY REV PJ 4 SER A 1 B/E VAR 4.00 % Due Dec 1, 2049Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| Sept. 10, 2025 | BOERNE TX 2025 B/E B/Q 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 | $500K-$1M |
| Sept. 10, 2025 | CLIFTON TEX HIGHER 5% DUE 02/15/34Municipal 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 | $1M-$5M |
| Sept. 10, 2025 | HUNTINGTON BANCSHARES INC TI 4.4500%Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Sale | $50K-$100K |
| Sept. 10, 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 | $15K-$50K |
| Sept. 10, 2025 | SALEM OR HOSP FAC AUTH REV RFDG SALEM HLTH PJS SER A B/E 4.00 % Due May 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 |
| Sept. 10, 2025 | ST JOHN TOWN IN 2020 B/E B/Q 3.00 % Due Feb 1, 2026Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Sept. 9, 2025 | BLACK BELT ENERGY GAS DIST AL GAS PJ 7 REV SER C 1 B/E GTD 4.00 % Due Oct 1, 2052Municipal 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 |
| Sept. 9, 2025 | BLACK BELT ENERGY GAS DIST AL GAS PREPAY REV PJ 4 SER A 1 B/E VAR 4.00 % Due Dec 1, 2049Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Sept. 9, 2025 | BROWNSVILLE TEX 5% DUE 02/15/39Municipal 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 |
| Sept. 9, 2025 | CAPE CORAL FLA WTR 5% DUE 10/01/38Municipal 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 |
| Sept. 9, 2025 | CLARK CNTY NEV SCH 5% DUE 06/15/40Municipal 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 |
| Sept. 9, 2025 | GRAND RIVER DAM AUT 5% DUE 06/01/40Corporate noteLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $1M-$5M |
| Sept. 9, 2025 | HUNTINGTON BANCSHARES INC PE 6.2500%Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Sale | $15K-$50K |
| Sept. 9, 2025 | HUNTINGTON BANCSHARES INC PE 6.2500%Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $15K-$50K |
| Sept. 9, 2025 | HUNTINGTON BANCSHARES INC PE 6.2500% 12/31/49Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $15K-$50K |
| Sept. 9, 2025 | HUNTINGTON BANCSHARES INC PE 6.2500% 12/31/49Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $15K-$50K |
| Sept. 9, 2025 | KING CNTY WA SCH DIST 407 RIVERVIEW RFDG B/E B/Q OID @97.759 2.2% 2.00 % 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 |
| Sept. 9, 2025 | SUMMIT CNTY OH DEV FIN AUTH PORT FACS REV RFDG CIVIC THEATRE PJ B/E 4.00 % Due Dec 1, 2025Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| Sept. 8, 2025 | BLACK BELT ENERGY GAS DIST AL GAS PREPAY REV PJ 4 SER A 1 B/E VAR 4.00 % Due Dec 1, 2049Municipal bondLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| Sept. 8, 2025 | BLACK BELT ENERGY GAS DIST AL GAS PREPAY REV PJ 5 SER A 1 B/E 4.00 % Due Oct 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 | $15K-$50K |
| Sept. 8, 2025 | BLACK BELT ENERGY GAS DIST AL GAS REV PJ 6 SER B B/E 4.00 % Due Oct 1, 2052Municipal 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 |
| Sept. 8, 2025 | CHARLOTTE MECKLENBURG HOSP AUTH NC HC SYS REV RFDG CAROLINAS HC A B/E 5.00 % Due Jan 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 |
| Sept. 8, 2025 | DANVILLE IND MULTI- 5% DUE 07/15/41Corporate noteLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $1M-$5M |
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.
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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