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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
~-$10.1M
-$19.4M – -$708.1K
Buys · Sells
Total transactions
150
Latest filing Aug 5, 2026
Performance vs S&P 500
—
No priced purchases yet to compare against the index.
Activity timeline
Estimated purchase vs sale volume by month. Values are midpoints of OGE ranges.
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 1–50 of 54
SPY SPDR S&P 500 ETF Trust ETF · 3 buys | $80K – $200K | 19.50% | — | — |
SPYG SPDR Portfolio S&P 500 Growth ETF ETF · 2 buys | $65K – $150K | 14.97% | — | — |
IWP iShares Russell Mid-Cap Growth ETF ETF · 2 buys | $51K – $115K | 11.56% | — | — |
IWF iShares Russell 1000 Growth ETF ETF · 4 buys | $18K – $95K | 7.87% | — | — |
MGTIX Massachusetts Investors Growth Stock Fund Class I Shares Stock · 3 buys | $17K – $80K | 6.75% | — | — |
CDDRX Columbia Dividend Income Fund Institutional 2 Class Shares Stock · 3 buys | $17K – $80K | 6.75% | — | — |
JIGFX Janus Henderson Overseas Fund Class I Shares Stock · 3 buys | $17K – $80K | 6.75% | — | — |
VEIRX Vanguard Equity Income Fund Admiral Shares Stock · 3 buys | $17K – $80K | 6.75% | — | — |
JMGRX Janus Henderson Enterprise Fund Class I Shares Stock · 1 buy | $15K – $50K | 4.53% | — | — |
VWALX Vanguard High-Yield Tax-Exempt Fund Admiral Shares Stock · 1 buy | $15K – $50K | 4.53% | — | — |
GQGIX GQG Partners Emerging Markets Equity Fund Institutional Class Shares Stock · 3 buys | $3K – $45K | 3.34% | — | — |
TRMIX T Rowe Price Mid-Cap Value Fund, Inc Class I Shares Stock · 2 buys | $2K – $30K | 2.23% | — | — |
GSIMX Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs Stock · 2 buys | $2K – $30K | 2.23% | — | — |
FTHSX Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares Stock · 1 buy | $1K – $15K | 1.11% | — | — |
PIMIX PIMCO Income Fund Institutional Class Shares Stock · 1 buy | $1K – $15K | 1.11% | — | — |
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 | — | — | — |
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 | — | — | — |
FSLR First Solar, Inc. Stock · 1 sell | -$15K – -$1K | — | — | — |
META Meta Platforms Inc. Class A Common Stock3× mentioned Stock · 1 sell | -$15K – -$1K | — | — | — |
UNH UnitedHealth Group, Inc. Stock · 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 | — | — | — |
ADBE Adobe, Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
GOOG Alphabet, Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
AAPL Apple, Inc.5× mentioned Stock · 1 sell | -$50K – -$15K | — | — | — |
JPM JPMorgan Chase & Co.2× mentioned Stock · 1 sell | -$50K – -$15K | — | — | — |
NFLX Netflix, Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
SYK Stryker Corp. Stock · 1 sell | -$50K – -$15K | — | — | — |
V Visa, Inc.1× mentioned Stock · 1 sell | -$50K – -$15K | — | — | — |
XEL Xcel Energy, Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
150 transactions
Showing 1–100 of 150 transactions
| Date | Company | Sector | Type | Amount | Exec. Price | Return |
|---|---|---|---|---|---|---|
Apr 8, 2026 | Zizzl HealthOther | — | Purchase | ~$1K – $15K | — | — |
Apr 8, 2026 | Hudu Technologies IncOther | — | Purchase | ~$1K – $15K | — | — |
Apr 8, 2026 | Decimal Technologies IncOther | — | Sale | ~$1K – $15K | — | — |
Apr 8, 2026 | Decimal Technologies IncOther | — | Sale | ~$1K – $15K | — | — |
Apr 8, 2026 | Nucleus Security IncOther | — | Purchase | ~$1K – $15K | — | — |
Apr 8, 2026 | Nucleus Security IncOther | — | Purchase | ~$100K – $250K | — | — |
Jan 27, 2026 | AJGArthur J. Gallagher & Co.Other | — | Sale | ~$1K – $15K | $242.33 | — |
Jan 27, 2026 | AJGArthur J. Gallagher & Co.Other | — | Sale | ~$50K – $100K | $242.33 | — |
Jan 27, 2026 | AJGArthur J. Gallagher & Co.Other | — | Purchase | ~$1K – $15K | $242.33 | — |
Jan 27, 2026 | AJGArthur J. Gallagher & Co.Other | — | Purchase | ~$15K – $50K | $242.33 | — |
Jan 27, 2026 | AJGArthur J. Gallagher & Co.Other | — | Purchase | ~$1K – $15K | $242.33 | — |
Jan 27, 2026 | AJGArthur J. Gallagher & Co.Other | — | Purchase | ~$15K – $50K | $242.33 | — |
Jan 27, 2026 | AJGArthur J. Gallagher & Co.Other | — | exchange | ~$1K – $15K | $242.33 | — |
Jan 27, 2026 | AJGArthur J. Gallagher & Co.Other | — | exchange | ~$50K – $100K | $242.33 | — |
Jan 27, 2026 | AJGArthur J. Gallagher & Co.Other | — | Purchase | ~$1K – $15K | $242.33 | — |
Jan 27, 2026 | AJGArthur J. Gallagher & Co.Other | — | Purchase | ~$1K – $15K | $242.33 | — |
Jan 27, 2026 | AJGArthur J. Gallagher & Co.Other | — | Purchase | ~$15K – $50K | $242.33 | — |
Jan 27, 2026 | Arthur Ventures IV LPOther | — | Purchase | ~$15K – $50K | — | — |
Jan 27, 2026 | Arthur Ventures IV LPOther | — | Purchase | ~$1K – $15K | — | — |
Jan 22, 2026 | Arthur Ventures III LPOther | — | Sale | ~$1M – $5M | — | — |
Jan 22, 2026 | Arthur Ventures Growth IV LPOther | — | Sale | ~$1K – $15K | — | — |
Jan 22, 2026 | Arthur Ventures Growth IV LPOther | — | Sale | ~$100K – $250K | — | — |
Jan 22, 2026 | Arthur Ventures Growth III LPOther | — | Sale | ~$100K – $250K | — | — |
Jan 22, 2026 | Arthur Ventures Growth III LPOther | — | Sale | ~$250K – $500K | — | — |
Dec 22, 2025• | Arthur Ventures IV LPOther | — | Purchase | ~$15K – $50K | — | — |
Dec 22, 2025• | Arthur Ventures IV LPOther | — | Purchase | ~$15K – $50K | — | — |
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.Other | — | Purchase | ~$100K – $250K | $300.22 | — |
Sep 4, 2025 | AJGArthur J. Gallagher & Co.Other | — | Purchase | ~$1K – $15K | $300.22 | — |
Aug 21, 2025 | Arthur Ventures Growth IV LPOther | — | Purchase | ~$100K – $250K | — | — |
Aug 21, 2025 | Arthur Ventures Growth IV LPOther | — | Purchase | ~$1K – $15K | — | — |
Jul 25, 2025• | AJGArthur J. Gallagher & Co.Other | — | Purchase | ~$15K – $50K | — | — |
Jul 25, 2025• | AJGArthur J. Gallagher & Co.Other | — | Purchase | ~$1K – $15K | — | — |
Jul 25, 2025• | Arthur Ventures Growth IV LPOther | — | Purchase | ~$100K – $250K | — | — |
Jul 25, 2025• | Arthur Ventures Growth IV LPOther | — | Purchase | ~$1K – $15K | — | — |
Jul 25, 2025• | Arthur Ventures Growth IV LPOther | — | Sale | ~$100K – $250K | — | — |
Jul 25, 2025• | Arthur Ventures Growth IV LPOther | — | Sale | ~$1K – $15K | — | — |
Jul 25, 2025• | Foundant TechnologiesOther | — | exchange | ~$100K – $250K | — | — |
Jul 25, 2025• | Foundant TechnologiesOther | — | exchange | ~$1K – $15K | — | — |
Jul 25, 2025• | Arthur Ventures Growth IV LPOther | — | Purchase | ~$100K – $250K | — | — |
Jul 25, 2025• | Arthur Ventures Growth IV LPOther | — | Purchase | ~$1K – $15K | — | — |
Jun 6, 2025 | Arthur Ventures II LPOther | — | Sale | ~$1M – $5M | — | — |
Jun 3, 2025 | SPYSPDR S&P 500 ETF TrustETF | — | Purchase | ~$15K – $50K | — | — |
May 16, 2025 | Arthur Ventures III LPOther | — | Sale | ~$250K – $500K | — | — |
May 16, 2025 | Arthur Ventures III LPOther | — | exchange | ~$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 | VBILXVanguard Intermediate-Term Bond Index Fund Admiral SharesFund | — | Sale | ~$1K – $15K | — | — |
Apr 16, 2025 | VEIRXVanguard Equity Income Fund Admiral SharesStock | — | Purchase | ~$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 | Arthur Ventures III LPOther | — | Sale | ~$15K – $50K | — | — |
Apr 10, 2025 | Arthur Ventures Growth III LPOther | — | Sale | ~$1K – $15K | — | — |
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• | 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 26, 2025• | LWLamb Weston Holdings, Inc.Stock | — | Sale | ~$1K – $15K | — | — |
Mar 25, 2025• | VONGVanguard Russell 1000 Growth Index Fund ETF SharesETF | — | Sale | ~$1K – $15K | — | — |
Mar 25, 2025• | VEIRXVanguard Equity Income Fund Admiral SharesStock | — | Purchase | ~$1K – $15K | — | — |
Mar 25, 2025• | MEIIXMFS Value Fund Class I SharesStock | — | Sale | ~$1K – $15K | — | — |
Mar 25, 2025• | MGTIXMassachusetts Investors Growth Stock Fund Class I SharesStock | — | Purchase | ~$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• | IDEViShares Core MSCI International Developed Markets ETFETF | — | Sale | ~$1K – $15K | — | — |
Mar 25, 2025• | GQGIXGQG Partners Emerging Markets Equity Fund Institutional Class SharesStock | — | Purchase | ~$1K – $15K | — | — |
Mar 25, 2025• | EGFIXEdgewood Growth Fund Institutional Class SharesStock | — | Sale | ~$1K – $15K | — | — |
Mar 25, 2025• | CDDRXColumbia Dividend Income Fund Institutional 2 Class SharesStock | — | Purchase | ~$1K – $15K | — | — |
Mar 25, 2025• | CIVIXCauseway International Value Fund Institutional Class 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 24, 2025• | BNDXVanguard Total International Bond Index Fund ETF SharesETF | — | Sale | ~$1K – $15K | — | — |
Mar 24, 2025• | VMBSVanguard Mortgage-Backed Securities Index Fund ETF Class SharesETF | — | Sale | ~$1K – $15K | — | — |
Mar 24, 2025• | VBILXVanguard Intermediate-Term Bond Index Fund Admiral SharesFund | — | Purchase | ~$1K – $15K | — | — |
Mar 24, 2025• | PBDPXPIMCO Investment Grade Credit Bond Fund Class I-2 SharesStock | — | Sale | ~$15K – $50K | — | — |
Mar 24, 2025• | PIMIXPIMCO Income Fund Institutional Class SharesStock | — | Purchase | ~$1K – $15K | — | — |
Mar 24, 2025• | GOVTiShares US Treasury Bond ETFETF | — | Sale | ~$1K – $15K | — | — |
Mar 24, 2025• | USHYiShares Broad USD High Yield Corporate Bond ETFETF | — | Sale | ~$1K – $15K | — | — |
Mar 13, 2025• | TFDXXFedFund Institutional SharesStock | — | Sale | ~$250K – $500K | — | — |
Mar 12, 2025• | VONGVanguard Russell 1000 Growth Index Fund ETF SharesETF | — | Purchase | ~$1K – $15K | — | — |
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 | PBDPXPIMCO Investment Grade Credit Bond Fund Class I-2 SharesStock | — | Purchase | ~$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• | IDEViShares Core MSCI International Developed Markets ETFETF | — | Purchase | ~$1K – $15K | — | — |
Mar 12, 2025• | USHYiShares Broad USD High Yield Corporate Bond ETFETF | — | Purchase | ~$1K – $15K | — | — |
Mar 12, 2025• | FTHSXFuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class SharesStock | — | Purchase | ~$1K – $15K | — | — |