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 |
|---|---|---|---|
| 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 |
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
| May 9, 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 | $1K-$15K |
| May 9, 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 9, 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 |
| May 9, 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 | $50K-$100K |
| May 9, 2025 | NATWEST GROUP PLC 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. | Purchase | $250K-$500K |
| May 9, 2025 | NORTHERN TR CORP ALT TIER I 4.6000% 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 | NORTHERN TR CORP ALT TIER I 4.6000% 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 | SCHWAB CHARLES CORP PERP SUB 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 |
| May 9, 2025 | SCHWAB CHARLES CORP PERP SUB 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 |
| May 9, 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 | $15K-$50K |
| May 9, 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 | $1K-$15K |
| May 9, 2025 | US BANCORP ALT TIER I PERP 5.3000% 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 | US BANCORP ALT TIER I PERP 5.3000% 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 | $50K-$100K |
| May 9, 2025 | WELLS FARGO & CO PERP A BB N 3.9000% 12/31/49Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $1K-$15K |
| May 9, 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 8, 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 | $50K-$100K |
| May 8, 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 8, 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 8, 2025 | BANK NEW YORK MELLON CORP PE 3.7500%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 | $100K-$250K |
| May 8, 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 | $50K-$100K |
| May 8, 2025 | BP CAP MKTS PLC PERP SUB 4.8750%Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| May 8, 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 | $50K-$100K |
| May 8, 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 8, 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 8, 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 | $50K-$100K |
| May 8, 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 | $15K-$50K |
| May 8, 2025 | DOMINION ENERGY INC PERP GLB 4.3500% 12/31/49Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| May 8, 2025 | DUVAL CNTY FLA SCH BRD CTFS 5.0000% 07/01/29Municipal 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 |
| May 8, 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 | $50K-$100K |
| May 8, 2025 | GENERAL MTRS FINL CO INC PER 5.7500%Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| May 8, 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 |
| May 8, 2025 | GOLDMAN SACHS GROUP INC PERP 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 | $15K-$50K |
| May 8, 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 | $1K-$15K |
| May 8, 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 | $100K-$250K |
| May 8, 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 | $100K-$250K |
| May 8, 2025 | HUNTINGTON BANCSHARES INC TI 4.4500%Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $1K-$15K |
| May 8, 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 8, 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 |
| May 8, 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 | $50K-$100K |
| May 8, 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 | $100K-$250K |
| May 8, 2025 | JPMORGAN CHASE & CO PERP NN 6.8750%Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| May 8, 2025 | JPMORGAN CHASE & CO PERP NT 6.5000% 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 | $250K-$500K |
| May 8, 2025 | METLIFE INC PERP JR SB 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 | $50K-$100K |
| May 8, 2025 | METLIFE INC PERP JR SB GLBL 5.8750%Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| May 8, 2025 | METLIFE INC PERP JR SB 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 | $250K-$500K |
| May 8, 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 |
| May 8, 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 |
| May 8, 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 |
| May 8, 2025 | SCHWAB CHARLES CORP PERP SUB 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 | $50K-$100K |
| May 8, 2025 | SCHWAB CHARLES CORP PERP SUB 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 | $100K-$250K |
| May 8, 2025 | SCHWAB CHARLES CORP PERP SUB 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 |
| May 8, 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 | $50K-$100K |
| May 8, 2025 | SCHWAB CHARLES CORP PERP SUB 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 | $50K-$100K |
| May 8, 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 | $100K-$250K |
| May 8, 2025 | SOCIETE GENERALE ALT TIER 18.1250% 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 | $100K-$250K |
| May 8, 2025 | STATE STR CORP PERP -I BD 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 | $250K-$500K |
| May 8, 2025 | TRUIST FINL CORP PERP NT 5.1000%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 8, 2025 | TRUIST FINL CORP PERP NT 5.1000%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 | $250K-$500K |
| May 8, 2025 | US BANCORP ALT TIER I PERP 5.3000% 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 8, 2025 | US BANCORP ALT TIER I PERP 5.3000% 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 8, 2025 | WELLS FARGO & CO NEW - WFCpIPreferred 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 8, 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 | $100K-$250K |
| May 8, 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 8, 2025 | WELLS FARGO & CO PERP A BB N 3.9000% 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 7, 2025 | AIR LEASE CORP PERP GLBL D N 6.0000% 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 |
| May 7, 2025 | AT&T INC 5 DEP RP PFD A - TpAPreferred 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 7, 2025 | BANK AMERICA CORP PERP GLBL 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 | $250K-$500K |
| May 7, 2025 | BANK OF AMERICA CORPORATION - BACpIPreferred 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 7, 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 | $250K-$500K |
| May 7, 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 | $100K-$250K |
| May 7, 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 | $1K-$15K |
| May 7, 2025 | PALM BEACH CNTY FLA SCH BRD 5.0000% 08/01/30Municipal 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 7, 2025 | PNC FINL SVCS GROUP INC TIER 6.2000%Preferred stockLateCheckedAn OCR program and an AI model each read this row and agreed. A page check confirmed this row. | Purchase | $250K-$500K |
| May 7, 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 | $250K-$500K |
| May 6, 2025 | ALLEGHENY CNTY PA HOSP DEV AUTH REV SER A UNIV PITTSBURGH MED CTR B/E 5.00 % Due Jul 15, 2025Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| May 6, 2025 | ARIZONA BRD REGTS AZ ST UNIV SYS REV SPEED 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 | $50K-$100K |
| May 6, 2025 | BROWARD CNTY FL HSG FIN AUTH MLTIFAM HSG REV ST JOSEPH MANOR II B/E 3.50 % Due Apr 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 |
| May 6, 2025 | BURKE CNTY GA DEV AUTH POLLTN CTL REV GA PWR PLT VOGTLE PJ 4TH 94 B/E 3.80 % Due Oct 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 | $250K-$500K |
| May 6, 2025 | COLORADO SPRINGS CO UTIL REV RFDG SYS SER A 2 B/E 5.00 % Due Nov 15, 2025Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| May 6, 2025 | CUYAHOGA OH MET HSG AUTH MLTIFAM HSG REV WADE PK LP B/E 4.75 % Due Dec 1, 2027Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| May 6, 2025 | DICKINSON CNTY KS UNI SCH DIST 435 ABILENE AGM B/E BIQ 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 | $50K-$100K |
| May 6, 2025 | DUBUQUE IA CMNTY SCH DIST INFRA SALES SVCS & USE TAX REV BAM B/E 5.00 % Due Jul 1, 2025Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| May 6, 2025 | JEA FLA ELEC SYS REV SUB REV 5.0000% 10/01/26Municipal 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 6, 2025 | KNOXVILLE TN CMNTY DEV CORP MLTIFAM REV COLL HSG WILLOW PJ B/E 3.75 % Due Dec 1, 2027Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| May 6, 2025 | LEXINGTON CNTY SC HLTH HLTH SVCS DIST INC HOSP RFDG MED CTR REV B/E 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 | $50K-$100K |
| May 6, 2025 | NEWARK HIGH ED FIN CORP TX ED REV THE HUGHEN CTR INC 2021 A B/E PSF GTD 4.00 % Due Aug 15, 2025Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| May 6, 2025 | NUECES RIV AUTH TX WTR SUPPLY REV RFDG CORPUS CHRISTI LK TEXANA PJ B/E 5.00 % Due Jul 15, 2025Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| May 6, 2025 | OHIO ST WTR DEV AUTH POLLTN CTL FACS REV FD BD SER A B/E 5.00 % Due Dec 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 |
| May 6, 2025 | PIERCE CNTY WA SCH DIST 010 TACOMA RFDG B/E 5.00 % Due Dec 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 | $250K-$500K |
| May 6, 2025 | TEXAS CITY TX INDPT SCH DIST 8/E PSF GTD 5.00 % Due Aug 15, 2025Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
| May 6, 2025 | TEXAS WOMANS UNIV REV FING SYS SER A B/E 5.00 % Due Jul 1, 2025Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $15K-$50K |
| May 6, 2025 | UNIVERSITY CO ENTRPRS SYS REV SER A 8/E 5.00 % Due Jun 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $100K-$250K |
| May 6, 2025 | UNIVERSITY MN SPL PURP REV RFDG SER A 8/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 |
| May 6, 2025 | WATERTOWN S D SALES TAX REV RFDG 2020 SD 8/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 | $100K-$250K |
| May 5, 2025 | ARLINGTON CNTY VA PUB IMPT B/E 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 | $50K-$100K |
| May 5, 2025 | BROOKINGS SD SCH DIST 05 1 RFDG B/E 4.00 % 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 |
| May 5, 2025 | BUFFALO MN TAX ABATEMT UTIL RFDG 2023 B DB B/E 5.00 % 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 | $50K-$100K |
| May 5, 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 |
| May 5, 2025 | CLARK CNTY WA PUD 001 WTR REV RFDG SYS B/E 5.00 % Due Jan 1, 2026Municipal bondLateCheckedThe PDF parser could not read this filing reliably, so two AI models from different companies read it and agreed. A page check confirmed this row. | Purchase | $50K-$100K |
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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