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Secretary of Energy · 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
~$10.2M
-$92.5M – $112.9M
Buys · Sells
Total transactions
302
Latest filing Apr 1, 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.
+48.57%
Portfolio
+38.87%
S&P 500 · same dates
Activity timeline
Estimated purchase vs sale volume by month. Values are midpoints of OGE ranges.
Best performer
FNDA
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 1–11 of 11
| Security | Type | Est. exposure | % of view |
|---|---|---|---|
Reoff XXVII LLC 1 buy | Other | $1M – $5M | 64.17% |
Westside LLC 1 buy | Other | $500K – $1M | 16.04% |
GS Three LLC 1 buy | Other | $250K – $500K | 8.02% |
Westside Link LLC 1 buy | Other | $250K – $500K | 8.02% |
Reoff XXV LLC 1 buy | Other | $100K – $250K | 3.74% |
Bison Hawksbill LLC 1 sell | Other | -$50K – -$15K | — |
Sugar Free Capital 1 sell | Other | -$250K – -$100K | — |
CL Urban LLC 1 sell | Other | -$250K – -$100K | — |
Next Frontier Fund IV LP 1 sell | Other | -$500K – -$250K | — |
Bison IV Friends and Family LLC 1 sell | Other | -$500K – -$250K | — |
CL Covault LLC 1 sell | Other | -$5M – -$1M | — |
302 transactions
Showing 1–100 of 302 transactions
| Date | Company | Sector | Type | Amount | Exec. Price | Return |
|---|---|---|---|---|---|---|
Jan 2, 2026 | GS Three LLCOther | — | Purchase | ~$250K – $500K | — | — |
Dec 1, 2025• | Westside Link LLCOther | — | Purchase | ~$250K – $500K | — | — |
Jun 5, 2025 | Reoff XXV LLCOther | — | Purchase | ~$100K – $250K | — | — |
May 30, 2025 | Reoff XXVII LLCOther | — | Purchase | ~$1M – $5M | — | — |
Apr 24, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 24, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 24, 2025 | Schwab Municipal Bond FundFund | — | Purchase | ~$100K – $250K | — | — |
Apr 24, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $26.25 | +44.1% |
Apr 24, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 24, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $26.25 | +44.1% |
Apr 24, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 24, 2025 | SCHASchwab US Small Cap ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 24, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $26.25 | +44.1% |
Apr 23, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 23, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 23, 2025 | Schwab Municipal Bond FundFund | — | Purchase | ~$100K – $250K | — | — |
Apr 23, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $25.74 | +46.9% |
Apr 23, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 23, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.74 | +46.9% |
Apr 23, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 23, 2025 | SCHASchwab US Small Cap ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 23, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $25.74 | +46.9% |
Apr 23, 2025 | GGLPXGGLPX (Goldman Sachs High Yield Municipal Fund)Stock | — | Purchase | ~$1K – $15K | — | — |
Apr 23, 2025 | GAJPXGAJPX (Goldman Sachs Dynamic Municipal Income Fund)Stock | — | Purchase | ~$1K – $15K | — | — |
Apr 22, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 22, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 22, 2025 | Schwab Municipal Bond FundFund | — | Purchase | ~$100K – $250K | — | — |
Apr 22, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 22, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.44 | +48.7% |
Apr 22, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.44 | +48.7% |
Apr 22, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$250K – $500K | — | — |
Apr 22, 2025 | SCHASchwab US Small Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 22, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$250K – $500K | $25.44 | +48.7% |
Apr 22, 2025 | DODFXDODFX (Dodge & Cox International Stock Fund)Stock | — | Purchase | ~$100K – $250K | — | — |
Apr 22, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF)ETF | — | Purchase | ~$100K – $250K | — | — |
Apr 22, 2025 | SPYSPY (S&P 500 SPDR ETF)ETF | — | Purchase | ~$100K – $250K | — | — |
Apr 22, 2025 | GGLPXGGLPX (Goldman Sachs High Yield Municipal Fund)Stock | — | Purchase | ~$50K – $100K | — | — |
Apr 22, 2025 | GAJPXGAJPX (Goldman Sachs Dynamic Municipal Income Fund)Stock | — | Purchase | ~$50K – $100K | — | — |
Apr 21, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 21, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 21, 2025 | VTEBVanguard Muni Bond ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 21, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $24.88 | +52.0% |
Apr 21, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 21, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $24.88 | +52.0% |
Apr 21, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 21, 2025 | SCHASchwab US Small Cap ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 21, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $24.88 | +52.0% |
Apr 17, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 17, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 17, 2025 | VTEBVanguard Muni Bond ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 17, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $25.36 | +49.1% |
Apr 17, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 17, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.36 | +49.1% |
Apr 17, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 17, 2025 | SCHASchwab US Small Cap ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 17, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.36 | +49.1% |
Apr 16, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 16, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 16, 2025 | VTEBVanguard Muni Bond ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 16, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $25.14 | +50.4% |
Apr 16, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 16, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.14 | +50.4% |
Apr 16, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 16, 2025 | SCHASchwab US Small Cap ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 16, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.14 | +50.4% |
Apr 15, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 15, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 15, 2025 | VTEBVanguard Muni Bond ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 15, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $25.37 | +49.1% |
Apr 15, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 15, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.37 | +49.1% |
Apr 15, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 15, 2025 | SCHASchwab US Small Cap ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 15, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.37 | +49.1% |
Apr 15, 2025 | DODFXDODFX (Dodge & Cox International Stock Fund)Stock | — | Purchase | ~$100K – $250K | — | — |
Apr 15, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF)ETF | — | Purchase | ~$100K – $250K | — | — |
Apr 15, 2025 | SPYSPY (S&P 500 SPDR ETF)ETF | — | Purchase | ~$100K – $250K | — | — |
Apr 15, 2025 | GGLPXGGLPX (Goldman Sachs High Yield Municipal Fund)Stock | — | Purchase | ~$50K – $100K | — | — |
Apr 15, 2025 | GAJPXGAJPX (Goldman Sachs Dynamic Municipal Income Fund)Stock | — | Purchase | ~$50K – $100K | — | — |
Apr 14, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 14, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 14, 2025 | VTEBVanguard Muni Bond ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 14, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $25.43 | +48.7% |
Apr 14, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 14, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.43 | +48.7% |
Apr 14, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 14, 2025 | SCHASchwab US Small Cap ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 14, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.43 | +48.7% |
Apr 14, 2025 | DODFXDODFX (Dodge & Cox International Stock Fund)Stock | — | Purchase | ~$100K – $250K | — | — |
Apr 14, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF)ETF | — | Purchase | ~$100K – $250K | — | — |
Apr 14, 2025 | SPYSPY (S&P 500 SPDR ETF)ETF | — | Purchase | ~$100K – $250K | — | — |
Apr 14, 2025 | GGLPXGGLPX (Goldman Sachs High Yield Municipal Fund)Stock | — | Purchase | ~$50K – $100K | — | — |
Apr 14, 2025 | GAJPXGAJPX (Goldman Sachs Dynamic Municipal Income Fund)Stock | — | Purchase | ~$50K – $100K | — | — |
Apr 11, 2025 | SCHFSchwab International Equity ETFETF | — | Purchase | ~$50K – $100K | — | — |
Apr 11, 2025 | SCHPSchwab US TIPS ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 11, 2025 | VTEBVanguard Muni Bond ETFETF | — | Purchase | ~$100K – $250K | — | — |
Apr 11, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$50K – $100K | $25.15 | +50.4% |
Apr 11, 2025 | SCHHCharles Schwab US Reit ETFETF | — | Purchase | ~$15K – $50K | — | — |
Apr 11, 2025 | FNDASchwab Fundamental U.S. Small Company ETFETF | — | Purchase | ~$100K – $250K | $25.15 | +50.4% |
Apr 11, 2025 | SCHXSchwab US Large Cap ETFETF | — | Purchase | ~$100K – $250K | — | — |