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Secretary · 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
~-$6.7M
-$13.5M – $10.9K
Buys · Sells
Total transactions
124
Latest filing Jan 21, 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.
-28.48%
Portfolio
+17.99%
S&P 500 · same dates
Activity timeline
Estimated purchase vs sale volume by month. Values are midpoints of OGE ranges.
Best performer
AJG
71 securities
| Security | Est. net exposure | % of portfolio | Return | vs S&P 500 |
|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. INSURANCE AGENTS, BROKERS & SERVICE · 7 buys · 5 sells | $24K – $693K | 21.6% | -28.48% | -46.47% |
Arthur Ventures Growth IV LP Office Puzzle Holdings Inc Municipal bond · 2 buys | $101K – $265K | 11.0% | — | — |
Arthur Ventures Growth IV LP CertifID Inc Municipal bond · 2 buys | $101K – $265K | 11.0% | — | — |
Arthur Ventures Growth Growth LP Municipal bond · 2 buys | $101K – $265K | 11.0% | — | — |
SPY SPDR S&P 500 ETF Trust ETF · 3 buys | $80K – $200K | 8.4% | — | — |
SPYG SPDR Portfolio S&P 500 Growth ETF ETF · 2 buys | $65K – $150K | 6.5% | — | — |
IWP iShares Russell Mid-Cap Growth ETF ETF · 2 buys | $51K – $115K | 5.0% | — | — |
IWF iShares Russell 1000 Growth ETF ETF · 4 buys | $18K – $95K | 3.4% | — | — |
MGTIX Massachusetts Investors Growth Stock Fund Class I Shares Stock · 3 buys | $17K – $80K | 2.9% | — | — |
CDDRX Columbia Dividend Income Fund Institutional 2 Class Shares Stock · 3 buys | $17K – $80K | 2.9% | — | — |
JIGFX Janus Henderson Overseas Fund Class I Shares Stock · 3 buys | $17K – $80K | 2.9% | — | — |
VEIRX Vanguard Equity Income Fund Admiral Shares Stock · 3 buys | $17K – $80K | 2.9% | — | — |
JMGRX Janus Henderson Enterprise Fund Class I Shares Stock · 1 buy | $15K – $50K | 2.0% | — | — |
VWALX Vanguard High-Yield Tax-Exempt Fund Admiral Shares Stock · 1 buy | $15K – $50K | 2.0% | — | — |
Arthur Ventures Growth IV LP Zizzle Health Municipal bond · 1 buy | $15K – $50K | 2.0% | — | — |
GQGIX GQG Partners Emerging Markets Equity Fund Institutional Class Shares Stock · 3 buys | $3K – $45K | 1.4% | — | — |
TRMIX T Rowe Price Mid-Cap Value Fund, Inc Class I Shares Stock · 2 buys | $2K – $30K | 1.0% | — | — |
GSIMX Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs Stock · 2 buys | $2K – $30K | 1.0% | — | — |
FTHSX Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares Stock · 1 buy | $1K – $15K | 0.5% | — | — |
PIMIX PIMCO Income Fund Institutional Class Shares Stock · 1 buy | $1K – $15K | 0.5% | — | — |
USHY iShares Broad USD High Yield Corporate Bond ETF ETF · 1 buy · 1 sell | -$14K – $14K | — | — | — |
CIVIX Causeway International Value Fund Institutional Class Shares Stock · 1 buy · 1 sell | -$14K – $14K | — | — | — |
EGFIX Edgewood Growth Fund Institutional Class Shares Stock · 1 buy · 1 sell | -$14K – $14K | — | — | — |
IDEV iShares Core MSCI International Developed Markets ETF ETF · 1 buy · 1 sell | -$14K – $14K | — | — | — |
VONG Vanguard Russell 1000 Growth Index Fund ETF Shares ETF · 1 buy · 1 sell | -$14K – $14K | — | — | — |
VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares Fund · 1 buy · 1 sell | -$14K – $14K | — | — | — |
Arthur Ventures III LP Foundant Technologies Municipal bond | $0 | — | — | — |
DUK Duke Energy Corp. Stock · 1 sell | -$15K – -$1K | — | — | — |
KMI Kinder Morgan, Inc. Stock · 1 sell | -$15K – -$1K | — | — | — |
OKE ONEOK, Inc. Stock · 1 sell | -$15K – -$1K | — | — | — |
OTTR Otter Tail Corp. Stock · 1 sell | -$15K – -$1K | — | — | — |
VZ Verizon Communications, Inc. Stock · 1 sell | -$15K – -$1K | — | — | — |
META Meta Platforms Inc. Class A Common Stock Stock · 1 sell | -$15K – -$1K | — | — | — |
FSLR First Solar, Inc. Stock · 1 sell | -$15K – -$1K | — | — | — |
UNH UnitedHealth Group, Inc. Stock · 1 sell | -$15K – -$1K | — | — | — |
Arlington Heights IL Stock · 1 sell | -$15K – -$1K | — | — | — |
Calhoun County Ala Bond Municipal bond · 1 sell | -$15K – -$1K | — | — | — |
Floresville Tex Indpt Sch Municipal bond · 1 sell | -$15K – -$1K | — | — | — |
Napa California Water Revenue Refunding Bond Municipal bond · 1 sell | -$15K – -$1K | — | — | — |
OANIX Oakmark International Fund Institutional Class Shares Stock · 1 sell | -$15K – -$1K | — | — | — |
SCHA Schwab US Small-Cap ETF ETF · 1 sell | -$15K – -$1K | — | — | — |
BNDX Vanguard Total International Bond Index Fund ETF Shares ETF · 1 sell | -$15K – -$1K | — | — | — |
MADCX BlackRock Emerging Markets Fund, Inc Institutional Shares Stock · 1 sell | -$15K – -$1K | — | — | — |
MADVX BlackRock Equity Dividend Fund Institutional Shares Stock · 1 sell | -$15K – -$1K | — | — | — |
MEIIX MFS Value Fund Class I Shares Stock · 1 sell | -$15K – -$1K | — | — | — |
LW Lamb Weston Holdings, Inc. Stock · 1 sell | -$15K – -$1K | — | — | — |
COST Costco Wholesale Corp. Stock · 1 sell | -$15K – -$1K | — | — | — |
SNOXX Schwab Treasury Obligations Money Fund Investor Class Shares Stock · 1 sell | -$15K – -$1K | — | — | — |
GOVT iShares US Treasury Bond ETF ETF · 2 sells | -$30K – -$2K | — | — | — |
VMBS Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares ETF · 2 sells | -$30K – -$2K | — | — | — |
PBDPX PIMCO Investment Grade Credit Bond Fund Class I-2 Shares Stock · 1 buy · 1 sell | -$49K – -$1 | — | — | — |
TRGP Targa Resources Corp. Stock · 1 sell | -$50K – -$15K | — | — | — |
GDX VanEck Vectors Gold Miners ETF ETF · 1 sell | -$50K – -$15K | — | — | — |
NFLX Netflix, Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
GOOG Alphabet, Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
ADBE Adobe, Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
AAPL Apple, Inc.1× mentioned Stock · 1 sell | -$50K – -$15K | — | — | — |
JPM JPMorgan Chase & Co. Stock · 1 sell | -$50K – -$15K | — | — | — |
SYK Stryker Corp. Stock · 1 sell | -$50K – -$15K | — | — | — |
V Visa, Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
XEL Xcel Energy, Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
LWO Fund II, LP Glass Fab Holdings LLC Fund · 1 sell | -$50K – -$15K | — | — | — |
Arthur Ventures GP I LLC Protenus Inc Municipal bond · 1 sell | -$100K – -$50K | — | — | — |
EPD Enterprise Products Partners L.P. Common Stock Stock · 1 sell | -$100K – -$50K | — | — | — |
TFDXX FedFund Institutional Shares Stock · 5 buys · 2 sells | -$398K – $180K | — | — | — |
Arthur Ventures Growth IV LP - Giving Data Holdings Inc Municipal bond · 2 sells | -$265K – -$101K | — | — | — |
Arthur Ventures III LP GivingData Holdings Inc Municipal bond · 1 sell | -$500K – -$250K | — | — | — |
Arthur Ventures I, L P Protenus Inc Municipal bond · 1 sell | -$1M – -$500K | — | — | — |
MSFT Microsoft Corp.1× mentioned Stock · 2 sells | -$1.1M – -$515K | — | — | — |
Arthur Ventures II LP Jane Software Inc Municipal bond · 1 sell | -$5M – -$1M | — | — | — |
TEAM Atlassian Corporation Plc Class A Ordinary Shares Stock · 2 sells | -$5.1M – -$1M | — | — | — |
124 transactions
Showing 1–100 of 124 transactions
| Date | Company | Sector | Type | Amount | Exec. Price | Return |
|---|---|---|---|---|---|---|
Oct 24, 2025 | SNOXXSchwab Treasury Obligations Money Fund Investor Class SharesStock | — | Sale | ~$1K – $15K | — | — |
Oct 24, 2025 | IWFiShares Russell 1000 Growth ETFETF | — | Purchase | ~$1K – $15K | — | — |
Oct 24, 2025 | COSTCostco Wholesale Corp.Stock | — | Sale | ~$1K – $15K | — | — |
Sep 4, 2025 | AJGArthur J. Gallagher & Co.Stock | INSURANCE AGENTS, BROKERS & SERVICE | Purchase | ~$100K – $250K | $300.22 | -26.7% |
Sep 4, 2025 | AJGArthur J. Gallagher & Co.Stock | INSURANCE AGENTS, BROKERS & SERVICE | Purchase | ~$1K – $15K | $300.22 | -26.7% |
Aug 21, 2025 | Arthur Ventures Growth Growth LPBond | Municipal bond | Purchase | ~$100K – $250K | — | — |
Aug 21, 2025 | Arthur Ventures Growth Growth LPBond | Municipal bond | Purchase | ~$1K – $15K | — | — |
Jul 25, 2025• | Arthur Ventures Growth IV LP CertifID IncBond | Municipal bond | Purchase | ~$100K – $250K | — | — |
Jul 25, 2025• | Arthur Ventures Growth IV LP Office Puzzle Holdings IncBond | Municipal bond | Purchase | ~$100K – $250K | — | — |
Jul 25, 2025• | AJGArthur J. Gallagher & Co.Stock | INSURANCE AGENTS, BROKERS & SERVICE | exchange | ~$100K – $250K | $315.14 | — |
Jul 25, 2025• | Arthur Ventures Growth IV LP - Giving Data Holdings IncBond | Municipal bond | Sale | ~$100K – $250K | — | — |
Jul 25, 2025• | Arthur Ventures Growth IV LP CertifID IncBond | Municipal bond | Purchase | ~$1K – $15K | — | — |
Jul 25, 2025• | Arthur Ventures Growth IV LP Office Puzzle Holdings IncBond | Municipal bond | Purchase | ~$1K – $15K | — | — |
Jul 25, 2025• | AJGArthur J. Gallagher & Co.Stock | INSURANCE AGENTS, BROKERS & SERVICE | exchange | ~$1K – $15K | $315.14 | — |
Jul 25, 2025• | Arthur Ventures Growth IV LP - Giving Data Holdings IncBond | Municipal bond | Sale | ~$1K – $15K | — | — |
Jul 25, 2025• | AJGArthur J. Gallagher & Co.Stock | INSURANCE AGENTS, BROKERS & SERVICE | Purchase | ~$1K – $15K | $315.14 | -30.1% |
Jul 25, 2025• | Arthur Ventures Growth IV LP Zizzle HealthBond | Municipal bond | Purchase | ~$15K – $50K | — | — |
Jun 6, 2025 | Arthur Ventures II LP Jane Software IncBond | Municipal bond | Sale | ~$1M – $5M | — | — |
Jun 3, 2025 | SPYSPDR S&P 500 ETF TrustETF | — | Purchase | ~$15K – $50K | — | — |
May 16, 2025 | Arthur Ventures III LP Foundant TechnologiesBond | Municipal bond | exchange | ~$250K – $500K | — | — |
May 16, 2025 | Arthur Ventures III LP GivingData Holdings IncBond | Municipal bond | Sale | ~$250K – $500K | — | — |
May 2, 2025 | GQGIXGQG Partners Emerging Markets Equity Fund Institutional Class SharesStock | — | Purchase | ~$1K – $15K | — | — |
May 2, 2025 | GSIMXGoldman Sachs GQG Partners International Opportunities Fund Institutional Class ShsStock | — | Purchase | ~$1K – $15K | — | — |
Apr 16, 2025 | VEIRXVanguard Equity Income Fund Admiral SharesStock | — | Purchase | ~$1K – $15K | — | — |
Apr 16, 2025 | VBILXVanguard Intermediate-Term Bond Index Fund Admiral SharesFund | — | Sale | ~$1K – $15K | — | — |
Apr 16, 2025 | JIGFXJanus Henderson Overseas Fund Class I SharesStock | — | Purchase | ~$1K – $15K | — | — |
Apr 16, 2025• | IWFiShares Russell 1000 Growth ETFETF | — | Purchase | ~$1K – $15K | — | — |
Apr 16, 2025 | CDDRXColumbia Dividend Income Fund Institutional 2 Class SharesStock | — | Purchase | ~$1K – $15K | — | — |
Apr 10, 2025 | AJGArthur J. Gallagher & Co.Stock | INSURANCE AGENTS, BROKERS & SERVICE | Sale | ~$15K – $50K | $325.72 | — |
Apr 10, 2025 | AJGArthur J. Gallagher & Co.Stock | INSURANCE AGENTS, BROKERS & SERVICE | Sale | ~$1K – $15K | $325.72 | — |
Apr 7, 2025 | LWO Fund II, LP Glass Fab Holdings LLCFund | — | Sale | ~$15K – $50K | — | — |
Mar 28, 2025• | VWALXVanguard High-Yield Tax-Exempt Fund Admiral SharesStock | — | Purchase | ~$15K – $50K | — | — |
Mar 28, 2025• | VEIRXVanguard Equity Income Fund Admiral SharesStock | — | Purchase | ~$15K – $50K | — | — |
Mar 28, 2025• | TRMIXT Rowe Price Mid-Cap Value Fund, Inc Class I SharesStock | — | Purchase | ~$1K – $15K | — | — |
Mar 28, 2025• | MGTIXMassachusetts Investors Growth Stock Fund Class I SharesStock | — | Purchase | ~$15K – $50K | — | — |
Mar 28, 2025• | JIGFXJanus Henderson Overseas Fund Class I SharesStock | — | Purchase | ~$15K – $50K | — | — |
Mar 28, 2025• | JMGRXJanus Henderson Enterprise Fund Class I SharesStock | — | Purchase | ~$15K – $50K | — | — |
Mar 28, 2025• | IWFiShares Russell 1000 Growth ETFETF | — | Purchase | ~$15K – $50K | — | — |
Mar 28, 2025• | GQGIXGQG Partners Emerging Markets Equity Fund Institutional Class SharesStock | — | Purchase | ~$1K – $15K | — | — |
Mar 28, 2025• | GSIMXGoldman Sachs GQG Partners International Opportunities Fund Institutional Class ShsStock | — | Purchase | ~$1K – $15K | — | — |
Mar 28, 2025• | CDDRXColumbia Dividend Income Fund Institutional 2 Class SharesStock | — | Purchase | ~$15K – $50K | — | — |
Mar 26, 2025• | LWLamb Weston Holdings, Inc.Stock | — | Sale | ~$1K – $15K | — | — |
Mar 26, 2025• | TRMIXT Rowe Price Mid-Cap Value Fund, Inc Class I SharesStock | — | Purchase | ~$1K – $15K | — | — |
Mar 26, 2025• | MGTIXMassachusetts Investors Growth Stock Fund Class I SharesStock | — | Purchase | ~$1K – $15K | — | — |
Mar 25, 2025• | VONGVanguard Russell 1000 Growth Index Fund ETF SharesETF | — | Sale | ~$1K – $15K | — | — |
Mar 25, 2025• | MEIIXMFS Value Fund Class I SharesStock | — | Sale | ~$1K – $15K | — | — |
Mar 25, 2025• | MADVXBlackRock Equity Dividend Fund Institutional SharesStock | — | Sale | ~$1K – $15K | — | — |
Mar 25, 2025• | MADCXBlackRock Emerging Markets Fund, Inc Institutional SharesStock | — | Sale | ~$1K – $15K | — | — |
Mar 25, 2025• | JIGFXJanus Henderson Overseas Fund Class I SharesStock | — | Purchase | ~$1K – $15K | — | — |
Mar 25, 2025• | IWFiShares Russell 1000 Growth ETFETF | — | Purchase | ~$1K – $15K | — | — |
Mar 25, 2025• | GQGIXGQG Partners Emerging Markets Equity Fund Institutional Class SharesStock | — | Purchase | ~$1K – $15K | — | — |
Mar 25, 2025• | IDEViShares Core MSCI International Developed Markets ETFETF | — | Sale | ~$1K – $15K | — | — |
Mar 25, 2025• | EGFIXEdgewood Growth Fund Institutional Class SharesStock | — | Sale | ~$1K – $15K | — | — |
Mar 25, 2025• | CIVIXCauseway International Value Fund Institutional Class SharesStock | — | Sale | ~$1K – $15K | — | — |
Mar 25, 2025• | VEIRXVanguard Equity Income Fund Admiral SharesStock | — | Purchase | ~$1K – $15K | — | — |
Mar 25, 2025• | MGTIXMassachusetts Investors Growth Stock Fund Class I SharesStock | — | Purchase | ~$1K – $15K | — | — |
Mar 25, 2025• | CDDRXColumbia Dividend Income Fund Institutional 2 Class SharesStock | — | Purchase | ~$1K – $15K | — | — |
Mar 24, 2025• | VMBSVanguard Mortgage-Backed Securities Index Fund ETF Class SharesETF | — | Sale | ~$1K – $15K | — | — |
Mar 24, 2025• | USHYiShares Broad USD High Yield Corporate Bond ETFETF | — | Sale | ~$1K – $15K | — | — |
Mar 24, 2025• | PBDPXPIMCO Investment Grade Credit Bond Fund Class I-2 SharesStock | — | Sale | ~$15K – $50K | — | — |
Mar 24, 2025• | GOVTiShares US Treasury Bond ETFETF | — | Sale | ~$1K – $15K | — | — |
Mar 24, 2025• | BNDXVanguard Total International Bond Index Fund ETF SharesETF | — | Sale | ~$1K – $15K | — | — |
Mar 24, 2025• | VBILXVanguard Intermediate-Term Bond Index Fund Admiral SharesFund | — | Purchase | ~$1K – $15K | — | — |
Mar 24, 2025• | PIMIXPIMCO Income Fund Institutional Class SharesStock | — | Purchase | ~$1K – $15K | — | — |
Mar 13, 2025• | TFDXXFedFund Institutional SharesStock | — | Sale | ~$250K – $500K | — | — |
Mar 12, 2025• | VMBSVanguard Mortgage-Backed Securities Index Fund ETF Class SharesETF | — | Sale | ~$1K – $15K | — | — |
Mar 12, 2025• | SCHASchwab US Small-Cap ETFETF | — | Sale | ~$1K – $15K | — | — |
Mar 12, 2025• | OANIXOakmark International Fund Institutional Class SharesStock | — | Sale | ~$1K – $15K | — | — |
Mar 12, 2025• | GOVTiShares US Treasury Bond ETFETF | — | Sale | ~$1K – $15K | — | — |
Mar 12, 2025• | VONGVanguard Russell 1000 Growth Index Fund ETF SharesETF | — | Purchase | ~$1K – $15K | — | — |
Mar 12, 2025• | USHYiShares Broad USD High Yield Corporate Bond ETFETF | — | Purchase | ~$1K – $15K | — | — |
Mar 12, 2025 | PBDPXPIMCO Investment Grade Credit Bond Fund Class I-2 SharesStock | — | Purchase | ~$1K – $15K | — | — |
Mar 12, 2025• | IDEViShares Core MSCI International Developed Markets ETFETF | — | Purchase | ~$1K – $15K | — | — |
Mar 12, 2025• | FTHSXFuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class SharesStock | — | Purchase | ~$1K – $15K | — | — |
Mar 12, 2025• | EGFIXEdgewood Growth Fund Institutional Class SharesStock | — | Purchase | ~$1K – $15K | — | — |
Feb 26, 2025• | AJGArthur J. Gallagher & Co.Stock | INSURANCE AGENTS, BROKERS & SERVICE | Purchase | ~$1K – $15K | $328.33 | -33.0% |
Feb 26, 2025• | AJGArthur J. Gallagher & Co.Stock | INSURANCE AGENTS, BROKERS & SERVICE | Purchase | ~$100K – $250K | $328.33 | -33.0% |
Feb 21, 2025• | SPYGSPDR Portfolio S&P 500 Growth ETFETF | — | Purchase | ~$15K – $50K | — | — |
Feb 21, 2025• | SPYSPDR S&P 500 ETF TrustETF | — | Purchase | ~$15K – $50K | — | — |
Feb 21, 2025• | IWPiShares Russell Mid-Cap Growth ETFETF | — | Purchase | ~$1K – $15K | — | — |
Feb 21, 2025• | — | Sale | ~$15K – $50K | — | — | |
Feb 12, 2025• | TFDXXFedFund Institutional SharesStock | — | Purchase | ~$1K – $15K | — | — |
Feb 10, 2025• | TFDXXFedFund Institutional SharesStock | — | Purchase | ~$1K – $15K | — | — |
Feb 10, 2025• | Napa California Water Revenue Refunding BondBond | Municipal bond | Sale | ~$1K – $15K | — | — |
Feb 7, 2025• | TFDXXFedFund Institutional SharesStock | — | Purchase | ~$50K – $100K | — | — |
Feb 6, 2025• | XELXcel Energy, Inc.Stock | — | Sale | ~$15K – $50K | — | — |
Feb 5, 2025• | TFDXXFedFund Institutional SharesStock | — | Purchase | ~$100K – $250K | — | — |
Feb 5, 2025• | Floresville Tex Indpt SchBond | Municipal bond | Sale | ~$1K – $15K | — | — |
Feb 5, 2025• | Calhoun County Ala BondBond | Municipal bond | Sale | ~$1K – $15K | — | — |
Feb 5, 2025• | Arlington Heights ILStock | — | Sale | ~$1K – $15K | — | — |
Feb 5, 2025• | SPYGSPDR Portfolio S&P 500 Growth ETFETF | — | Purchase | ~$50K – $100K | — | — |
Feb 5, 2025• | SPYSPDR S&P 500 ETF TrustETF | — | Purchase | ~$50K – $100K | — | — |
Feb 5, 2025• | IWPiShares Russell Mid-Cap Growth ETFETF | — | Purchase | ~$50K – $100K | — | — |
Feb 5, 2025• | VVisa, Inc.Stock | — | Sale | ~$15K – $50K | — | — |
Feb 5, 2025• | UNHUnitedHealth Group, Inc.Stock | — | Sale | ~$1K – $15K | — | — |
Feb 5, 2025• | SYKStryker Corp.Stock | — | Sale | ~$15K – $50K | — | — |
Feb 5, 2025• | JPMJPMorgan Chase & Co.Stock | — | Sale | ~$15K – $50K | — | — |
Feb 5, 2025• | — | Sale | ~$15K – $50K | — | — | |
Feb 5, 2025• | ADBEAdobe, Inc.Stock | — | Sale | ~$15K – $50K | — | — |
Feb 5, 2025• | FSLRFirst Solar, Inc.Stock | — | Sale | ~$1K – $15K | — | — |