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Deputy Commissioner, Social Security Administration · OGE filing disclosures
Estimated from OGE financial disclosure transaction ranges. Values are midpoints of reported ranges. Purchases add exposure, sales reduce it.
All disclosed activity and performance.
Est. net exposure
~-$1.1M
-$3.5M – $1.3M
Buys · Sells
Total transactions
266
Latest filing Apr 10, 2026
Performance vs S&P 500
What the same dollars would have returned if invested in the S&P 500 on the same purchase dates.
+1.19%
Portfolio
+6.95%
S&P 500 · same dates
Activity timeline
Estimated purchase vs sale volume by month. Values are midpoints of OGE ranges.
Best performer
VGT
Worst performer
BND
Estimated from OGE-disclosed value ranges (we use range midpoints). Purchases raise estimated exposure; sales lower it. Reported transactions don't prove an asset is still held — this isn't a live brokerage portfolio. Stocks & ETFs give the best basis for rough portfolio percentages and performance; bonds are debt exposure and aren't return-tracked.
Showing 1–31 of 31
| Security | Coupon | Maturity | Est. exposure | % of bonds & funds |
|---|---|---|---|---|
| Municipal bonds | ||||
Broward County, FL Tourist Development Tax Revenue Bond 5.000% Due Sep 1, 2032 Municipal bond · Debt exposure · 1 sell | 5% | 2032 | -$15K – -$1K | — |
Central Puget Sound WA Regional Transit Authority Revenue Improvement Refunding Bonds 5.00% Due 2034 Municipal bond · Debt exposure · 1 sell | 5% | 2034 | -$15K – -$1K | — |
District of Columbia General Obligation Bonds Series A 5.00% Due 2034 Municipal bond · Debt exposure · 1 sell | 5% | 2034 | -$15K – -$1K | — |
Florida State Board of Education Public Education Capital Outlay Refunding Bonds Ser B 5.000% Due 2027 Municipal bond · Debt exposure · 1 sell | 5% | 2027 | -$15K – -$1K | — |
Florida State Board of Education Full Faith Credit Capital Aug 2018 5.000% Due Jun 1, 2029 Municipal bond · Debt exposure · 1 sell | 5% | 2029 | -$15K – -$1K | — |
Houston Texas Utility System Revenue Bond 5.000% due Nov 15, 2028 Municipal bond · Debt exposure · 1 sell | 5% | 2028 | -$15K – -$1K | — |
Indiana State Financing Authority Revenue Refunding Lease Series A 5.000% Due Feb 1 2029 Municipal bond · Debt exposure · 1 sell | 5% | 2029 | -$15K – -$1K | — |
Indiana State Finance Authority Revenue Refunding Lease Series A Mar 2022 5.000% Due Feb 1 2033 Municipal bond · Debt exposure · 1 sell | 5% | 2033 | -$15K – -$1K | — |
Lewisville TX Independent School District Unlimited Tax PSF Guaranteed Jul 20 2020 5% Due Aug 15 2026 Municipal bond · Debt exposure · 1 sell | 5% | 2026 | -$15K – -$1K | — |
Lower Colorado River Authority Refunding Bonds Due May 15 2030 5.00% Municipal bond · Debt exposure · 1 sell | 5% | 2030 | -$15K – -$1K | — |
Maine State GO Bonds Series B 5.000% Due 2028 Municipal bond · Debt exposure · 1 sell | 5% | 2028 | -$15K – -$1K | — |
Maryland State Transportation Authority Revenue Bond 5.000% 2035 Municipal bond · Debt exposure · 1 sell | 5% | 2035 | -$15K – -$1K | — |
Michigan Finance Authority Revenue Hospital Refunding Bonds Municipal bond · Debt exposure · 1 sell | — | — | -$15K – -$1K | — |
New York, NY GO Bonds Series C 5% Due 08/01/2034 Municipal bond · Debt exposure · 1 sell | 5% | 2034 | -$15K – -$1K | — |
New York State Dormitory Authority State Personal Income Tax Revenue Bond 5% 2030 Municipal bond · Debt exposure · 1 sell | 5% | 2030 | -$15K – -$1K | — |
New York State Urban Development Corp 5.000% Bond Due Mar 15, 2031 Municipal bond · Debt exposure · 1 sell | 5% | 2031 | -$15K – -$1K | — |
North Carolina State General Obligation Bond Series A Mar 2016 5.000% Jun 1 2028 Municipal bond · Debt exposure · 1 sell | 5% | 2028 | -$15K – -$1K | — |
New York State Dormitory Authority Sales Tax Revenue Bonds Series C 5% Due 03/15/2029 Municipal bond · Debt exposure · 1 sell | 5% | 2029 | -$15K – -$1K | — |
Ohio State Adult Correctional Capital Facilities Bonds 5.000% due Oct 1, 2030 Municipal bond · Debt exposure · 1 sell | 5% | 2030 | -$15K – -$1K | — |
Ohio State Highway Capital Improvement Bonds Due 2031 Municipal bond · Debt exposure · 1 sell | — | 2031 | -$15K – -$1K | — |
Pima County AZ SWR Revenue System Obligations Series B 5.000% Due Jul 1 2027 Municipal bond · Debt exposure · 1 sell | 5% | 2027 | -$15K – -$1K | — |
Private Colleges & Universities Authority GA Revenue Bonds (Emory & Henry) 5.000% Due Sep 1, 2031 Municipal bond · Debt exposure · 1 sell | 5% | 2031 | -$15K – -$1K | — |
South Dakota Conservation District Revenue Bond 5.000% Due Aug 1, 2032 Municipal bond · Debt exposure · 1 sell | 5% | 2032 | -$15K – -$1K | — |
Texas A&M University Revenue Financing System Bonds Ser E 5.000% due May 15, 2027 Municipal bond · Debt exposure · 1 sell | 5% | 2027 | -$15K – -$1K | — |
Texas Water Development Board Revenue Bond Series (Revolving Fund) 5.000% Due Aug 1 2027 Municipal bond · Debt exposure · 1 sell | 5% | 2027 | -$15K – -$1K | — |
University of California Regents Medical Center Pooled Revenue Bonds Series P May 2022 Bond Municipal bond · Debt exposure · 1 sell | — | 2022 | -$15K – -$1K | — |
University of Utah University Revenue General Bonds Series A 5% 2032 Municipal bond · Debt exposure · 1 sell | 5% | 2032 | -$15K – -$1K | — |
Washington State Various Purpose General Obligation Bonds Series C Due 2033 Municipal bond · Debt exposure · 1 sell | — | 2033 | -$15K – -$1K | — |
| Funds | ||||
BlackRock Income Trust Inc. Fund · 1 sell | — | — | -$15K – -$1K | — |
MORGAN STANLEY CHINA A SHARE FUND, INC Fund · 1 sell | — | — | -$15K – -$1K | — |
Treasury Trust Fund Institutional Shares Fund · 1 sell | — | — | -$100K – -$50K | — |
266 transactions
Showing 1–100 of 266 transactions
| Date | Company | Sector | Type | Amount | Exec. Price | Return |
|---|---|---|---|---|---|---|
Feb 3, 2026 | VEXCVanguard Emerging Markets Ex-China ETFETF | — | Purchase | ~$1K – $15K | $85.53 | +11.0% |
Feb 3, 2026 | VUGVanguard Growth ETFETF | — | Purchase | ~$1K – $15K | $78.91 | +7.5% |
Feb 3, 2026 | VGTVanguard Information Technology ETFETF | — | Purchase | ~$1K – $15K | $92.06 | +29.8% |
Feb 3, 2026 | BNDVanguard Total Bond MarketETF | — | Purchase | ~$1K – $15K | $73.93 | -2.0% |
Feb 3, 2026 | BNDVanguard Total Bond MarketETF | — | Purchase | ~$15K – $50K | $73.93 | -2.0% |
Feb 3, 2026 | BNDVanguard Total Bond MarketETF | — | Purchase | ~$1K – $15K | $73.93 | -2.0% |
Feb 2, 2026 | VDGVanguard Developed Markets ex-US Growth Index ETFETF | — | Sale | ~$1K – $15K | — | — |
Feb 2, 2026 | VUGVanguard Growth ETFETF | — | Purchase | ~$1K – $15K | $80.47 | +8.1% |
Feb 2, 2026 | BNDVanguard Total Bond MarketETF | — | Purchase | ~$1K – $15K | $73.91 | -0.7% |
Feb 2, 2026 | AGGiShares Core U.S. Aggregate Bond ETFETF | — | Sale | ~$1K – $15K | $99.69 | — |
Feb 2, 2026 | AGGiShares Core U.S. Aggregate Bond ETFETF | — | Sale | ~$1K – $15K | $99.69 | — |
Jan 30, 2026 | AABMYAIA Group Ltd ADRStock | — | Sale | ~$1K – $15K | — | — |
Jan 30, 2026 | AMEAmetek, Inc.Stock | INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL | Sale | ~$1K – $15K | $223.98 | — |
Jan 30, 2026 | TAT&T Inc.Stock | TELEPHONE COMMUNICATIONS (NO RADIOTELEPHONE) | Sale | ~$1K – $15K | $26.21 | — |
Jan 30, 2026 | ABBVAbbVie, Inc.Stock | PHARMACEUTICAL PREPARATIONS | Sale | ~$1K – $15K | $223.01 | — |
Jan 30, 2026 | ABTAbbott LaboratoriesStock | PHARMACEUTICAL PREPARATIONS | Sale | ~$1K – $15K | $109.30 | — |
Jan 30, 2026 | ACNAccenture PLCStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$1K – $15K | $263.64 | — |
Jan 30, 2026 | SEMICONDUCTORS & RELATED DEVICES | Sale | ~$1K – $15K | $236.73 | — | |
Jan 30, 2026 | AAgilent Technologies Inc.Stock | LABORATORY ANALYTICAL INSTRUMENTS | Sale | ~$1K – $15K | — | — |
Jan 30, 2026 | ALKTAlkami Technology, Inc. Common StockStock | SERVICES-PREPACKAGED SOFTWARE | Sale | ~$1K – $15K | $21.19 | — |
Jan 30, 2026 | ALLThe Allstate CorporationStock | FIRE, MARINE & CASUALTY INSURANCE | Sale | ~$1K – $15K | $198.99 | — |
Jan 30, 2026 | GOOGAlphabet Inc. Class C Capital StockStock | SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC. | Sale | ~$1K – $15K | $338.53 | — |
Jan 30, 2026 | MOAltria Group, Inc.Stock | CIGARETTES | Sale | ~$1K – $15K | $61.99 | — |
Jan 30, 2026 | RETAIL-CATALOG & MAIL-ORDER HOUSES | Sale | ~$1K – $15K | $239.30 | — | |
Jan 30, 2026 | RETAIL-CATALOG & MAIL-ORDER HOUSES | Sale | ~$15K – $50K | $239.30 | — | |
Jan 30, 2026 | ABEVAMBEV S.A.Stock | — | Sale | ~$1K – $15K | $2.78 | — |
Jan 30, 2026 | ELECTRIC SERVICES | Sale | ~$1K – $15K | $119.78 | — | |
Jan 30, 2026 | AXPAmerican Express CompanyStock | FINANCE SERVICES | Sale | ~$1K – $15K | $352.17 | — |
Jan 30, 2026 | AIGAmerican International Group, Inc.Stock | FIRE, MARINE & CASUALTY INSURANCE | Sale | ~$1K – $15K | $74.88 | — |
Jan 30, 2026 | AWKAmerican Water Works Company, IncStock | WATER SUPPLY | Sale | ~$1K – $15K | $129.13 | — |
Jan 30, 2026 | ADIAnalog Devices, Inc.Stock | SEMICONDUCTORS & RELATED DEVICES | Sale | ~$1K – $15K | $310.88 | — |
Jan 30, 2026 | — | Sale | ~$1K – $15K | $71.68 | — | |
Jan 30, 2026 | AONAon plc Class AStock | INSURANCE AGENTS, BROKERS & SERVICE | Sale | ~$1K – $15K | $349.64 | — |
Jan 30, 2026 | ELECTRONIC COMPUTERS | Sale | ~$1K – $15K | $259.48 | — | |
Jan 30, 2026 | AMATApplied Materials IncStock | SEMICONDUCTORS & RELATED DEVICES | Sale | ~$1K – $15K | $322.32 | — |
Jan 30, 2026 | ATOAtmos Energy CorporationStock | NATURAL GAS DISTRIBUTION | Sale | ~$1K – $15K | $166.34 | — |
Jan 30, 2026 | ADSKAutodesk IncStock | SERVICES-PREPACKAGED SOFTWARE | Sale | ~$1K – $15K | $252.87 | — |
Jan 30, 2026 | BAESYBae Systems PLCStock | — | Sale | ~$1K – $15K | — | — |
Jan 30, 2026 | BBarrick Mining CorporationStock | — | Sale | ~$1K – $15K | $45.79 | — |
Jan 30, 2026 | BDXBecton, Dickinson and Co.Stock | SURGICAL & MEDICAL INSTRUMENTS & APPARATUS | Sale | ~$1K – $15K | $203.48 | — |
Jan 30, 2026 | BRK.ABerkshire Hathaway Inc.Stock | FIRE, MARINE & CASUALTY INSURANCE | Sale | ~$1K – $15K | — | — |
Jan 30, 2026 | BIOBio-Rad Laboratories, Inc.Class AStock | LABORATORY ANALYTICAL INSTRUMENTS | Sale | ~$1K – $15K | $293.70 | — |
Jan 30, 2026 | BKTBlackRock Income Trust Inc.Fund | — | Sale | ~$1K – $15K | $11.10 | — |
Jan 30, 2026 | AIRCRAFT | Sale | ~$1K – $15K | $233.72 | — | |
Jan 30, 2026 | BAHBooz Allen Hamilton Holding CorporationStock | SERVICES-MANAGEMENT CONSULTING SERVICES | Sale | ~$1K – $15K | $88.42 | — |
Jan 30, 2026 | BTIBritish American Tobacco p.l.c. American Depositary Shares, American Depositary Shares, each representing one Ordinary ShareStock | — | Sale | ~$1K – $15K | $60.68 | — |
Jan 30, 2026 | AVGOBroadcom Inc. Common StockStock | SEMICONDUCTORS & RELATED DEVICES | Sale | ~$1K – $15K | $331.30 | — |
Jan 30, 2026 | BRBroadridge Financial Solutions IncStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$1K – $15K | $197.11 | — |
Jan 30, 2026 | CHRWC.H. Robinson Worldwide IncStock | ARRANGEMENT OF TRANSPORTATION OF FREIGHT & CARGO | Sale | ~$1K – $15K | $194.95 | — |
Jan 30, 2026 | CDWCDW CorporationStock | RETAIL-CATALOG & MAIL-ORDER HOUSES | Sale | ~$1K – $15K | $126.39 | — |
Jan 30, 2026 | CMECME Group Inc.Stock | SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES | Sale | ~$1K – $15K | $289.06 | — |
Jan 30, 2026 | CCJCameco CorporationStock | — | Sale | ~$1K – $15K | $123.39 | — |
Jan 30, 2026 | CSLCarlisle Companies, Inc.Stock | FABRICATED RUBBER PRODUCTS, NEC | Sale | ~$1K – $15K | $340.89 | — |
Jan 30, 2026 | CASYCasey's General Stores IncStock | RETAIL-AUTO DEALERS & GASOLINE STATIONS | Sale | ~$1K – $15K | — | — |
Jan 30, 2026 | CNPCenterPoint Energy, Inc.Stock | ELECTRIC SERVICES | Sale | ~$1K – $15K | $39.69 | — |
Jan 30, 2026 | CHTRCharter Comm Inc Del CL A NewStock | CABLE & OTHER PAY TELEVISION SERVICES | Sale | ~$1K – $15K | $206.12 | — |
Jan 30, 2026 | PETROLEUM REFINING | Sale | ~$1K – $15K | $176.90 | — | |
Jan 30, 2026 | CICigna CorpStock | HOSPITAL & MEDICAL SERVICE PLANS | Sale | ~$1K – $15K | $274.11 | — |
Jan 30, 2026 | CINFCincinnati Financial CorpStock | FIRE, MARINE & CASUALTY INSURANCE | Sale | ~$1K – $15K | $160.89 | — |
Jan 30, 2026 | CTASCintas CorpStock | MEN'S & BOYS' FURNISHGS, WORK CLOTHG, & ALLIED GARMENTS | Sale | ~$1K – $15K | $191.39 | — |
Jan 30, 2026 | CSGPCoStar Group IncStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$1K – $15K | $61.50 | — |
Jan 30, 2026 | CLColgate-Palmolive CompanyStock | PERFUMES, COSMETICS & OTHER TOILET PREPARATIONS | Sale | ~$1K – $15K | $90.29 | — |
Jan 30, 2026 | CMCSAComcast CorpStock | CABLE & OTHER PAY TELEVISION SERVICES | Sale | ~$1K – $15K | $29.75 | — |
Jan 30, 2026 | CFRYYCompagnie Financière Richemont SA ADRStock | — | Sale | ~$1K – $15K | — | — |
Jan 30, 2026 | COPConocoPhillipsStock | PETROLEUM REFINING | Sale | ~$1K – $15K | $104.23 | — |
Jan 30, 2026 | CPRTCopart IncStock | RETAIL-AUTO DEALERS & GASOLINE STATIONS | Sale | ~$1K – $15K | $40.58 | — |
Jan 30, 2026 | CMICummins Inc.Stock | ENGINES & TURBINES | Sale | ~$1K – $15K | $578.82 | — |
Jan 30, 2026 | DTBDTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080Other | ELECTRIC SERVICES | Sale | ~$1K – $15K | $17.69 | — |
Jan 30, 2026 | DHRDanaher CorporationStock | INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL | Sale | ~$1K – $15K | $218.89 | — |
Jan 30, 2026 | MCDanone SA ADRStock | — | Sale | ~$1K – $15K | $71.67 | — |
Jan 30, 2026 | DGDollar General Corp.Stock | RETAIL-VARIETY STORES | Sale | ~$1K – $15K | $143.43 | — |
Jan 30, 2026 | DOCSDoximity, Inc.Stock | SERVICES-COMPUTER PROGRAMMING SERVICES | Sale | ~$1K – $15K | $37.47 | — |
Jan 30, 2026 | DUKDuke Energy CorporationStock | ELECTRIC & OTHER SERVICES COMBINED | Sale | ~$1K – $15K | $121.35 | — |
Jan 30, 2026 | DTDynatrace, Inc.Stock | SERVICES-PREPACKAGED SOFTWARE | Sale | ~$1K – $15K | $38.09 | — |
Jan 30, 2026 | ELVElevance Health, Inc.Stock | HOSPITAL & MEDICAL SERVICE PLANS | Sale | ~$1K – $15K | $345.74 | — |
Jan 30, 2026 | PHARMACEUTICAL PREPARATIONS | Sale | ~$1K – $15K | $1037.15 | — | |
Jan 30, 2026 | ENBEnbridge, IncStock | PIPE LINES (NO NATURAL GAS) | Sale | ~$1K – $15K | $48.84 | — |
Jan 30, 2026 | EFXEquifax, IncorporatedStock | SERVICES-CONSUMER CREDIT REPORTING, COLLECTION AGENCIES | Sale | ~$1K – $15K | $201.40 | — |
Jan 30, 2026 | EQREquity ResidentialStock | REAL ESTATE INVESTMENT TRUSTS | Sale | ~$1K – $15K | $62.32 | — |
Jan 30, 2026 | EVREvercore Inc.Stock | INVESTMENT ADVICE | Sale | ~$1K – $15K | $353.27 | — |
Jan 30, 2026 | EXCExelon CorporationStock | ELECTRIC & OTHER SERVICES COMBINED | Sale | ~$1K – $15K | $44.78 | — |
Jan 30, 2026 | EXPDExpeditors International of Washington, Inc.Stock | ARRANGEMENT OF TRANSPORTATION OF FREIGHT & CARGO | Sale | ~$1K – $15K | $160.54 | — |
Jan 30, 2026 | PETROLEUM REFINING | Sale | ~$1K – $15K | $141.40 | — | |
Jan 30, 2026 | FICOFair Isaac CorporationStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$1K – $15K | $1463.17 | — |
Jan 30, 2026 | FANUYFanuc Corp ADRStock | — | Sale | ~$1K – $15K | — | — |
Jan 30, 2026 | FASTFastenal CoStock | RETAIL-BUILDING MATERIALS, HARDWARE, GARDEN SUPPLY | Sale | ~$1K – $15K | $43.36 | — |
Jan 30, 2026 | FIVEFive Below, Inc. Common StockStock | RETAIL-VARIETY STORES | Sale | ~$1K – $15K | $191.64 | — |
Jan 30, 2026 | FNDFloor & Decor Holdings, Inc.Stock | RETAIL-LUMBER & OTHER BUILDING MATERIALS DEALERS | Sale | ~$1K – $15K | $65.96 | — |
Jan 30, 2026 | FMXFOMENTO ECONOMICO MEXICANO, S.A.B. DE C.V.Stock | — | Sale | ~$1K – $15K | $104.36 | — |
Jan 30, 2026 | FNVFranco-Nevada CorporationStock | — | Sale | ~$1K – $15K | $234.36 | — |
Jan 30, 2026 | FRPTFreshpet, Inc.Stock | GRAIN MILL PRODUCTS | Sale | ~$1K – $15K | $69.70 | — |
Jan 30, 2026 | ITGartner, Inc.Stock | SERVICES-MANAGEMENT SERVICES | Sale | ~$1K – $15K | $209.61 | — |
Jan 30, 2026 | GLOBGLOBANT S.A.Stock | — | Sale | ~$1K – $15K | $66.88 | — |
Jan 30, 2026 | GDDYGoDaddy IncStock | SERVICES-COMPUTER INTEGRATED SYSTEMS DESIGN | Sale | ~$1K – $15K | $100.52 | — |
Jan 30, 2026 | LOPEGrand Canyon Education, IncStock | SERVICES-EDUCATIONAL SERVICES | Sale | ~$1K – $15K | $173.84 | — |
Jan 30, 2026 | GWREGUIDEWIRE SOFTWARE, INC.Stock | SERVICES-PREPACKAGED SOFTWARE | Sale | ~$1K – $15K | $140.76 | — |
Jan 30, 2026 | HCAHCA Healthcare, Inc.Stock | SERVICES-GENERAL MEDICAL & SURGICAL HOSPITALS, NEC | Sale | ~$1K – $15K | $488.27 | — |
Jan 30, 2026 | HEIHEICO CorporationStock | AIRCRAFT ENGINES & ENGINE PARTS | Sale | ~$1K – $15K | $330.91 | — |
Jan 30, 2026 | HLNHaleon plc American Depositary Shares (Each representing two Ordinary Shares)Stock | — | Sale | ~$1K – $15K | $10.47 | — |
Jan 30, 2026 | HEINYHeineken N.V. ADRStock | — | Sale | ~$1K – $15K | — | — |