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 |
|---|---|---|---|
| July 9, 2025 | MISSOURI CITY TX RFDG B/E 3.00 % Due Jun 15, 2035Municipal 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 |
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
| July 9, 2025 | SAN ANTONIO TX GENL IMPT B/E 4.00 % Due Aug 1, 2034Municipal 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 |
| July 9, 2025 | WOOD CNTY WI RFDG B/E PTC 3.00 % Due Oct 1, 2034Municipal 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 |
| July 8, 2025 | 2004 PLAINFIELD IN CMNTY HIGH SCH BLDG CORP MTG REV B/E ST INTRCPT PTC 3.00 % 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 | $15K-$50K |
| July 8, 2025 | ALABAMA CMNTY CLLG SYS BRD TRUSTEES SPL FEE REV AGM B/E PTC 4.00 % Due Sep 1, 2035Municipal 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 |
| July 8, 2025 | BLUFFTON OH HOSP FACS REV RFDG BLANCHARD VLY REGL HLTH CTR B/E 5.00 % Due Dec 1, 2025Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| July 8, 2025 | BUCKS CNTY PA INDL DEV AUTH REV RFDG GEORGE SCH B/E 5.00 % Due Sep 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 |
| July 8, 2025 | CLARK PLEASANT IN MIDDLE SCH BLDG CORP 1ST MTG RFDG SER B REV B/E 4.00 % Due Jan 15, 202Municipal bondLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $50K-$100K |
| July 8, 2025 | COLONY TX RFDG B/E PTC 3.00 % 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 | $50K-$100K |
| July 8, 2025 | CONNECTICUT SER B B/E PTC 5.00 % Due Jun 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 |
| July 8, 2025 | EASLEY SC UTIL REV COMB SYS RFDG AGM B/E 5.00 % Due Dec 1, 2025Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| July 8, 2025 | ELEVON MUD 1 A TX BAM B/E 4.00 % Due Sep 1, 2034Municipal 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 |
| July 8, 2025 | HARRIS CNTY TX CULTURAL ED FIN CORP REV RFDG HOSP CHLDRNS 1 B/E PTC 5.00 % Due Oct 1, 20Municipal 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 |
| July 8, 2025 | HARRIS MONTGOMERY CNTYS TX MUD 386 SER A BAM B/E OID @98.846 2.75% 2.625 % Due Sep 1, 2035Municipal 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 |
| July 8, 2025 | HILLSBOROUGH CNTY FL SCH DIST SLS TAX REV RFDG B AGM B/E OID@98.323 3.18% 3.00 % Due OctMunicipal 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 |
| July 8, 2025 | INDIANA ST FIN AUTH REV RFDG LSE APPROP STAD PJ SER A B/E PTC 5.25 % Due Feb 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 | $100K-$250K |
| July 8, 2025 | JERSEY CITY NJ REDEV AGY PJ NT BAYFRONT REDEV PJ A DB B/E GTD 4.50 % Due Dec 11, 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 |
| July 8, 2025 | LAKE CNTY OH NT CNTY CORRTL FACS BANS B/E 4.00 % Due Sep 24, 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 |
| July 8, 2025 | MEDINA OH CITY SCH DIST CTF PARTN REV SCH FACS PJ B/E PTC 4.00 % 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 | $50K-$100K |
| July 8, 2025 | MIAMIDADE CNTY FL AVIATION 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 | $250K-$500K |
| July 8, 2025 | MINNESOTA ST MUN PWR AGY ELEC REV B/E PTC 3.00 % Due Oct 1, 2034Municipal 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 |
| July 8, 2025 | MONTGOMERY CNTY PA IDA CLLG REV BRYN MAWR CLLG B/E OID @98.553 3.36% 3.25 % Due Dec 1, 2035Municipal 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 |
| July 8, 2025 | NEW HOPE TX CULTURAL ED FIN CORP STDNT HSG CHF COLL A REV B/E PTC 5.00 % Due Apr 1, 2048Municipal 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 |
| July 8, 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 | $15K-$50K |
| July 8, 2025 | NORTHSIDE TX INDPT SCH DIST SCH BLDG B/E PSF GTD 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 | $50K-$100K |
| July 8, 2025 | ONSLOW CNTY NC LTD OBLIG REV B/E 4.00 % Due Dec 1, 2035Municipal 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 |
| July 8, 2025 | OSNABURG OH LOC SCH DIST RFDG B/E B/Q ST INTRCPT PTC 3.00 % 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 | $15K-$50K |
| July 8, 2025 | SAN ANTONIO TX GENL IMPT RFDG 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 | $250K-$500K |
| July 8, 2025 | SEWARD CNTY KS UNI SCH DIST 480 RFDG SER B B/E 5.00 % Due Sep 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 |
| July 8, 2025 | TALLAHASSEE FL ENERGY SYS REV RFDG B/E PTC 5.00 % Due Oct 1, 2030Municipal 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 |
| July 8, 2025 | TENNESSEE ENERGY ACQ CORP GAS REV B/E 4.00 % Due Nov 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 |
| July 8, 2025 | THURSTON CNTY WA SCH DIST 33 TUMWTR B/E 4.00 % 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 | $50K-$100K |
| July 8, 2025 | TUCSON AZ SER B B/E OID @99.000 3.1% 3.00 % 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 |
| July 8, 2025 | VOLUSIA CNTY FL SCH BRD CTF PARTN SER A REV 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 | $50K-$100K |
| July 8, 2025 | WASHINGTON ST VARIOUS PURP SER 2017A 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 | $50K-$100K |
| July 7, 2025 | BARBERS HILL TX INDPT SCH DIST BLDG B/E PSF GTD 4.00 % Due Feb 15, 2035Municipal 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 |
| July 7, 2025 | BASTROP TX INOPT SCH DIST BLOG PSF GTD B/E 4.00 % Due Feb 15, 2034Municipal bondLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $15K-$50K |
| July 7, 2025 | CINCINNATI OH ECON DEV REV RFDG BALDWIN 300 PJ SER D B/E 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 |
| July 7, 2025 | DERRY TWP PA DAUPHIN CNTY 2019 B/E OID @98.163 3.27% 3.125 % Due Dec 15, 2035Municipal 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 |
| July 7, 2025 | GEORGETOWN TX B/E PTC 4.00 % Due Aug 15, 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 |
| July 7, 2025 | GUNTERSVILLE AL PUB BLDG AUTH BLDG REV DHR PJ B/E OID @98.763 3.19% 3.10 % Due Jul 1, 2034Municipal 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 |
| July 7, 2025 | INDIANA ST FIN AUTH WSTWTR UTIL REV 1ST LIEN RFDG CWA AUTH SER 1 B/E 4.00 % Due Oct 1, 2035Municipal 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 |
| July 7, 2025 | JEFFERSON PARISH LA CONS SEW DIST 1 SWR REV BAM B/E PTC 4.00 % Due Feb 1, 2034Municipal 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 |
| July 7, 2025 | KENTUCKY ST PPTY & BLDGS COMMN REV PJ 124 SER A AGM B/E 3.00 % Due Nov 1, 2035Municipal 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 |
| July 7, 2025 | MADISON WI PROM NT SER A B/E 4.00 % Due Oct 1, 2025Corporate 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 | $100K-$250K |
| July 7, 2025 | MAINE ST HSG AUTH MTG PUR SER A 3 REV B/E 3.50 % Due Nov 15, 2034Municipal 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 |
| July 7, 2025 | OLD SPANISH TRAIL ALEMDA CORRIDR REDEV REV TX TAX INCRMT CNTRCT BAM B/E 3.00 % Due Sep 1, 2035Municipal 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 |
| July 7, 2025 | OREM UT WTR SWR & STORM SWR REV SER A B/E PTC 4.00 % Due Jul 15, 2035Municipal 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 |
| July 7, 2025 | PAINESVILLE OH SPL OBLIG INCM TAX STR IMPT PJ REV B/E OID @98.119 3.12% 3.00 % Due Aug 1, 2035Municipal 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 |
| July 7, 2025 | PORT HOUSTON AUTH TX HARRIS CNTY REV 1ST LIEN B/E 4.00 % Due Oct 1, 2035Municipal 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 |
| July 7, 2025 | PORT TACOMA WA RFDG SER A B/E PTC 4.00 % Due Dec 1, 2035Municipal 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 |
| July 7, 2025 | SAN ANTONIO TX GENL IMPT B/E 4.00 % Due Aug 1, 2035Municipal 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 |
| July 7, 2025 | SPOKANE WA RFDG B/E OID @98.538 3.2% 3.10 % Due Dec 1, 2034Municipal 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 |
| July 7, 2025 | SUNFIELD TX MUD 3 AGM B/E OID @96.897 3.5% 3.25 % Due Sep 1, 2035Municipal 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 |
| July 3, 2025 | SPARTA WI AREA SCH DIST RFDG B/E PTC 4.00 % Due Mar 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 | $100K-$250K |
| July 3, 2025 | UNIVERSITY CITY MO SCH DIST RFDG B/E PTC 4.00 % Due Feb 15, 2034Municipal 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 |
| July 2, 2025 | ALLEN PARK MI PUB SCH DIST RFDG B/E QSBLF PTC 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 | $500K-$1M |
| July 2, 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 | $100K-$250K |
| July 2, 2025 | COLORADO HLTH FACS AUTH REV COMSPIRIT HLTH SER A2 B/E 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 | $50K-$100K |
| July 2, 2025 | COLORADO HLTH FACS AUTH REV HOSP ADVENTIST HLTH SUNBELT SER B B/E PTC 5.00 % 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 |
| July 2, 2025 | FRANKLIN IN CMNTY MULT SCH BLDG CORP REV RFDG 1ST MTG SER A NPFG B/E 5.00 % Due Jul 15, 2025LateCheckedThe 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 |
| July 2, 2025 | FRANKLIN IN CMNTY MULT SCH BLDG CORP REV RFDG 1ST MTG SER A NPFG B/E 5.00 % Due Jul 15, 2025LateCheckedThe 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 |
| July 2, 2025 | INDIANA ST FIN AUTH REV RFDG LSE APPROP STDM PJ A B/E PTC 5.25 % Due Feb 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 |
| July 2, 2025 | LOWER AL GAS DIST GAS GAS DIST PJ 2 REV 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 |
| July 2, 2025 | MILWAUKEE CNTY WI CORP PURP SER A B/E PTC 3.00 % 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 | $50K-$100K |
| July 2, 2025 | PENNSYLVANIA ST RFDG 1ST SER B/E 5.00 % Due Sep 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 | $100K-$250K |
| July 2, 2025 | VERMONT HSG FIN AGY MULTIPLE PURP 2024 E 2 REV B/E GUAR CR ENH 3.50 % Due Nov 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 |
| July 1, 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 |
| June 30, 2025 | BANK OF AMERICA CORPORATION - BACplPreferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $15K-$50K |
| June 30, 2025 | CITIZENS FINL GROUP INC PERP 4.0000%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 | $15K-$50K |
| June 30, 2025 | GENERAL MTRS FINL CO INC PER 5.7500%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 | $15K-$50K |
| June 30, 2025 | MORGAN STANLEY DEP SHS REPST 6.6250% 12/31/49Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $50K-$100K |
| June 30, 2025 | MORGAN STANLEY DEP SHS REPST 6.6250% 12/31/49Preferred stockLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| June 30, 2025 | WELLS FARGO & CO PERP A BB N 3.9000% 12/31/49Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $15K-$50K |
| June 27, 2025 | DOMINION ENERGY INC PERP GLB 4.3500% 12/31/49Preferred stockLateChecked by a personChecked by a person against the PDF on 2026-09-06. | Purchase | $1K-$15K |
| June 26, 2025 | WELLS FARGO & CO PERP A BB N 3.9000% 12/31/49Preferred stockLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| June 26, 2025 | WELLS FARGO & CO PERP A BB N 3.9000% 12/31/49Preferred stockLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| June 26, 2025 | WELLS FARGO & CO PERP NT 6.8500% 12/31/49Preferred stockLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| June 25, 2025 | CAPITAL ONE FINL CORP PERP S 3.9500%Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 23, 2025 | HUNTINGTON BANCSHARES INC TI 5.6250% 12/31/49Preferred stockLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 18, 2025 | AIR LEASE CORP TIER I PERP G 4.6500% 12/31/49Preferred stockLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| June 18, 2025 | AMERICAN EXPRESS CO ALT TIER 3.5500%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 | $15K-$50K |
| June 18, 2025 | AT&T INC 5 DEP RP PFD A - T.PR.A.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 | $50K-$100K |
| June 18, 2025 | BANK AMERICA CORP PERP GLBL 6.6250% 12/31/49Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 18, 2025 | BANK NEW YORK MELLON CORP PE 3.7500%Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 18, 2025 | BK OF AMERICA CORP PERP TT N 6.1250% 12/31/49Preferred stockLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 18, 2025 | CITIZENS FINL GROUP INC PERP 4.0000%Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| June 18, 2025 | CITIZENS FINL GROUP INC PERP 4.0000%Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| June 18, 2025 | GENERAL MTRS FINL CO INC PER 6.5000%Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 18, 2025 | GOLDMAN SACHS GROUP INC PERP 7.5000% 12/31/49Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 18, 2025 | JPMORGAN CHASE & CO PERP NN 6.8750%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 |
| June 18, 2025 | KEYCORP PERP JR GLBL -D 5.0000% 12/31/49Preferred stockLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 18, 2025 | KEYCORP PERP JR GLBL -D 5.0000% 12/31/49Preferred stockLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 18, 2025 | KEYCORP PERP JR GLBL -D 5.0000% 12/31/49Preferred stockLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| June 18, 2025 | METLIFE INC PERP JR SB GLBL 3.8500%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 | $50K-$100K |
| June 18, 2025 | METLIFE INC PERP JR SB GLBL 3.8500%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 | $50K-$100K |
| June 18, 2025 | MORGAN STANLEY PERP JR GLBL 5.8750%Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 18, 2025 | NATWEST GROUP PLC ALT TIER I 8.1250% 12/31/49Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Sale | $250K-$500K |
| June 18, 2025 | SEMPRA PERP SUB GLBL -C 4.8750%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 | $15K-$50K |
| June 18, 2025 | SOCIETE GENERALE ALT TIER I 8.1250% 12/31/49Preferred stockLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Sale | $100K-$250K |
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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