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 |
|---|---|---|---|
| June 18, 2025 | STATE STR CORP PERP GLBL -J 6.7000% 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 |
Reviewed financial disclosure documents the Office of Government Ethics has published or recorded for Donald J. Trump. Open Cabinet summarizes listed documents observationally and links to the source PDF where one is publicly available. We do not issue compliance verdicts — that is OGE’s role, not ours.
Published reporting on Donald J. Trump's financial disclosures from major outlets.
AI-assisted search across major outlets.
Reuters analysis of Trump's May 14 278-T Periodic Transaction Report filing, which discloses thousands of equity and ETF trades alongside the corporate-bond and municipal-bond activity reported in earlier filings.
Trump made 170+ purchases of bank preferred securities between May and November 2025, disclosed late. Total estimated at over $20M in financial sector instruments.
Trump purchased Netflix and Warner Bros. Discovery bonds days after their megadeal announcement, raising conflict-of-interest questions.
Original PDFs from the U.S. Office of Government Ethics. These are the documents Open Cabinet parses.
Source: U.S. Office of Government Ethics, 278-T Periodic Transaction Report and annual report (OGE Form 278e, Part 7). Asset values and transaction amounts are reported in ranges as required by federal law. View original filings
| June 18, 2025 | TRUIST FINL CORP PERP -P BD 4.9500%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 | US BANCORP TIER I PERP GLBL 3.7000%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 | WELLS FARGO & CO NEW - WFCpIPreferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| June 17, 2025 | BP CAP MKTS P LC PERP SUB 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. | Sale | $250K-$500K |
| June 17, 2025 | BP CAP MKTS P LC PERP SUB G 6.4500%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. | Sale | $250K-$500K |
| June 13, 2025 | COOK CNTY ILL CM 4.25% DUE 12/01/47Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $1K-$15K |
| June 13, 2025 | METROPOLITAN GOVT NASHVILLE 5.0000% 07/01/29LateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| June 12, 2025 | ALLEN TX ECON DEV CORP SALES TAX REV RFDG A B/E 5.00 % Due Sep 1, 2025Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| June 12, 2025 | ARIZONA ST INDL DEV AUTH MLTIFAM HSG REV RANCHES AT GUNSMOKE APT B/E PTC 5.00 % Due Mar 1, 2058Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 12, 2025 | DALLAS TX RFDG 2024A B/E 5.00 % Due Feb 15, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 12, 2025 | FLORIDA INS ASSIST INTERLOCAL AGY FL INS ASSMT REV SER A 1 B/E 5.00 % Due Sep 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| June 12, 2025 | GENOA OCEOLA SWR & WTR AUTH MI SWR SYS IMPT REV 2018 B/E B/Q 3.25 % Due Sep 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 12, 2025 | HARRIS CNTY TX MUD 109 NPFG B/E PTC 3.00 % Due Oct 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 12, 2025 | INTERMOUNTAIN PWR AGY UT PWR SPLY REV SER A B/E 5.00 % Due Jul 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 12, 2025 | KENTUCKY ASSET LIABILITY COMMN AGY FD REV FDL HWY TR 1ST RFDG SER A B/E 5.00 % Due Sep 1, 2025Mutual fundLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| June 12, 2025 | KENTUCKY HSG CORP MLTIFAM HSG REV BEECHER TERRACE PHASE IV PJ B/E 5.00 % Due Sep 1, 2043Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| June 12, 2025 | KENTUCKY ST PPTY & BLDGS COMMN REV PJ 108 SER A B/E PTC 5.00 % Due Aug 1, 2028Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 12, 2025 | METROPOLITAN ST LOUIS MO SWR DIST WSTWTR SYS REV RFDG & IMPT C B/E PTC 5.00 % Due May 1, 2046Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| June 12, 2025 | METROPOLITAN UTILS DIST OMAHA NE WTR REV RFDG SYS IMPT B/E 2.85 % Due Dec 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| June 12, 2025 | MICHIGAN FIN AUTH REV TOB SETTLMT ABS SER A CL 1 B/E 5.00 % Due Jun 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| June 12, 2025 | NORTH CHARLESTON SC LTD OBLIG TAX INCRMT PLG 2024 REV B/E 5.00 % Due Oct 1, 2025Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| June 12, 2025 | OWENSBORO KY WTR REV RFDG & IMPT BAM B/E 5.00 % Due Sep 15, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| June 12, 2025 | PEFA INC IA GAS PJ REV B/E 5.00 % Due Sep 1, 2049Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 12, 2025 | SNOHOMISH CNTY WA SCH DIST 306 LAKEWOOD GENL RFDG OBLIG A B/E 5.00 % Due Dec 1, 2025Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| June 12, 2025 | TEXAS WTR DEV BRD ST REVLVG FD REV B/E 5.00 % Due Aug 1, 2025Mutual fundLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 12, 2025 | WELLBORN SPL UTIL DIST TX WTR SYS REV BAM B/E B/Q 3.50 % 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 | $50K-$100K |
| June 11, 2025 | CENTRAL PLAINS ENERGY PROJ N 5.0000% 08/01/30LateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| June 11, 2025 | LOWER COLO RIV AUTH TEX REV 5.0000% 05/15/28Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| June 6, 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 |
| June 6, 2025 | CORBIN KY INDPT SCH DIST FIN CORP BLDG REV B/E 3.00 % Due Feb 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| June 6, 2025 | MAINE ST HSG AUTH MTG PURCH REV SER F B/E 3.25 % 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 | $15K-$50K |
| June 6, 2025 | MICHIGAN ST HOSP FIN AUTH REV ASCENSION HLTH SR CR GRP 2010F 6 B/E 4.00 % Due Nov 15, 2047Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| June 6, 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 | $100K-$250K |
| June 6, 2025 | ST LOUIS MO MUN FIN CORP LSEHLD RFDG REFUSE FAC & GARAGE PJ SER A B/E REV 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 | $15K-$50K |
| June 6, 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 |
| June 5, 2025 | ALLEN CNTY KS PUB BLDG COMMN REV RFDG SER A B/E 5.00 % Due Dec 1, 2025Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| June 5, 2025 | COLORADO HEALTH FACS AUTH RE 5.0000% 11/15/60Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| June 5, 2025 | COLORADO HLTH FACS AUTH REV INTERMTN HLTHCARE INC SER B B/E 5.00 % Due May 15, 2062Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| June 5, 2025 | EAST LANSING MI SCH DIST RFDG B/E QSBLF 5.00 % Due May 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 | $250K-$500K |
| June 5, 2025 | INDIANA FIN AUTH HEALTH SYS 5.0000% 10/01/64Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| June 5, 2025 | NEW YORK N Y CITY HSG DEV CO 3.7500% 05/01/65Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| June 5, 2025 | OKLAHOMA ST TPK AUTH REV 2ND SR SER A B/E PTC 5.00 % Due Jan 1, 2042Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| June 5, 2025 | PEFA INC IA GAS PJ REV B/E 5.00 % Due Sep 1, 2049Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $1M-$5M |
| June 5, 2025 | PEFA INC IOWA GAS PROJ REV B 5.0000% 09/01/49Municipal 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 |
| June 5, 2025 | RHODE ISLAND HSG & MTG FIN CORP REV MLTI FAM DEV SUSTAIN SER 1 B B/E 1.90 % 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 | $15K-$50K |
| June 5, 2025 | UPPER DAUPHIN PA AREA SCH DIST BAM B/E B/Q OID @99.490 2.2% 2.125 % Due Sep 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| June 4, 2025 | MILL CREEK IN CMNTY SCH BLDG AD VALOREM PPTY TAX 1ST MTG REV B/E B/Q 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 | $100K-$250K |
| June 3, 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 | $50K-$100K |
| June 2, 2025 | HOUSTON TX ARPT SYS REV RFDG SUB LIEN SER 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 |
| June 2, 2025 | MICHIGAN ST HOSP FIN AUTH REV ASCENSION HLTH SR CR GRP 2010F 6 8/E 4.00 % Due Nov 15, 2047Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| June 2, 2025 | NEW YORK NY GO BDS FISCAL 5.0000% 08/01/29Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| June 2, 2025 | NORTH SUMTER CNTY UTIL DEPENDENT DIST FL UTIL REV RFDG 2020 B/E 5.00 % 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 | $1M-$5M |
| June 2, 2025 | TEMPLE TX NT B/E 4.00 % Due Aug 1, 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 | $50K-$100K |
| May 30, 2025 | GREATER CLARK BLDG 5% DUE ON 07/15/39Corporate noteLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $500K-$1M |
| May 29, 2025 | KENTUCKY ST PPTY & BLDGS COMMN REV PJ 108 SER A 8/E PTC 5.00 % Due Aug 1, 2032Municipal 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 |
| May 29, 2025 | KENTUCKY ST PPTY & BLDGS COMMN REV RFDG PJ 110 8/E PTC 5.00 % 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 | $500K-$1M |
| May 29, 2025 | SAN ANTONIO TEX WTR REV SYS 5.0000% 05/15/27Municipal 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 |
| May 28, 2025 | CHICAGO ILL O HA 5.25% DUE ON 01/01/53Municipal 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 |
| May 27, 2025 | MIAMI-DADE CNTY 5.25% DUE ON 04/01/37Municipal 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 |
| May 27, 2025 | NEW HAMPSHIRE HEALT 5% DUE ON 08/01/55Municipal 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 |
| May 22, 2025 | KANSAS ST DEPT TRANSN HWY RE 5.0000%Municipal 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 |
| May 16, 2025 | Fifth Third Bancorp 7.5938% 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 |
| May 16, 2025 | Fifth Third Bancorp 7.5938% 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 |
| May 13, 2025 | BANK NEW YORK MELLON CORP PE 6.3000% 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 |
| May 13, 2025 | HUNTINGTON BANCSHARES INC TI 4.4500%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 |
| May 13, 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 |
| May 13, 2025 | HUNTINGTON BANCSHARES INC TI 5.6250% 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 |
| May 13, 2025 | NORTHERN TR CORP ALT TIER 1 4.6000% 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 |
| May 13, 2025 | PURCHASED 101000.00 PAR VALUE OF, BP CAP MKTS PLC PERP SUB G 6.4500%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 |
| May 13, 2025 | PURCHASED 102000.00 PAR VALUE OF, 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 | $100K-$250K |
| May 13, 2025 | PURCHASED 65000.00 PAR VALUE OF, AMERICAN EXPRESS CO ALT TIER 3.5500%Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| May 12, 2025 | AIR LEASE CORP TIER I PERP G 4.6500% 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 |
| May 12, 2025 | BANK OF AMERICA CORPORATIONLateCheckedThe 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 |
| May 12, 2025 | CAPITAL ONE FINL CORP PERP S 3.9500%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 |
| May 12, 2025 | Fifth Third Bancorp 7.5938% 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 |
| May 12, 2025 | GOLDMAN SACHS GROUP INC PERP 7.5000% 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 |
| May 12, 2025 | JPMORGAN CHASE & CO ALT TIER 3.6500% 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 |
| May 12, 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 | $50K-$100K |
| May 12, 2025 | MORGAN STANLEY PERP JR GLBL 5.8750%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 |
| May 12, 2025 | SCHWAB CHARLES CORP PERP SUB 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 |
| May 12, 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 | $1K-$15K |
| May 9, 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 | $1K-$15K |
| May 9, 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 | $100K-$250K |
| May 9, 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 |
| May 9, 2025 | BANK NEW YORK MELLON CORP PE 6.3000% 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 |
| May 9, 2025 | BANK NEW YORK MELLON CORP PE 6.3000% 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 |
| May 9, 2025 | BANK OF AMERICA CORPORATION - BACplPreferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| May 9, 2025 | BP CAP MKTS P LC PERP SUB G 6.4500%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 | $1K-$15K |
| May 9, 2025 | BP CAP MKTS P LC PERP SUB G 6.4500%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 | $1K-$15K |
| May 9, 2025 | BP CAP MKTS PLC PERP SUB G 6.4500%Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| May 9, 2025 | CAPITAL ONE FINL CORP PERP S 3.9500%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 |
| May 9, 2025 | CAPITAL ONE FINL CORP PERP S 3.9500%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 | $1K-$15K |
| May 9, 2025 | CONNECTICUT ST HEALTH & EDL 5.0000% 07/01/64Municipal 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 |
| May 9, 2025 | Fifth Third Bancorp 7.5938% 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 |
| May 9, 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 | $50K-$100K |
| May 9, 2025 | GENERAL MTRS FINL CO INC PER 6.5000%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 | $50K-$100K |
| May 9, 2025 | GOLDMAN SACHS GROUP INC PERP 6.1250% 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 |
| May 9, 2025 | GOLDMAN SACHS GROUP INC PERP 7.5000% 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 |
| May 9, 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 | $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.
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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