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Deputy Director for Management · 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
~-$514K
-$1.8M – $822K
Buys · Sells
Total transactions
80
Latest filing Sep 10, 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.
80 transactions
Showing 1–80 of 80 transactions
| Date | Company | Sector | Type | Amount | Exec. Price | Return |
|---|---|---|---|---|---|---|
Jul 15, 2026 | VTVVanguard Value Index Fund ETF SharesETF | — | Sale | ~$15K – $50K | — | — |
Jul 15, 2026 | VTVVanguard Value Index Fund ETF SharesETF | — | Sale | ~$1K – $15K | — | — |
Jul 15, 2026 | BNDXVanguard Total International Bond Index Fund ETF SharesETF | — | Sale | ~$1K – $15K | — | — |
Jul 15, 2026 | VBRVanguard Small-Cap Value Index Fund ETF Class SharesETF | — | Sale | ~$15K – $50K | — | — |
Jul 15, 2026 | VBRVanguard Small-Cap Value Index Fund ETF Class SharesETF | — | Sale | ~$1K – $15K | — | — |
Jul 15, 2026 | VBKVanguard Small-Cap Growth Index Fund ETF Class SharesETF | — | Sale | ~$1K – $15K | — | — |
Jul 15, 2026 | VBKVanguard Small-Cap Growth Index Fund ETF Class SharesETF | — | Sale | ~$15K – $50K | — | — |
Jul 15, 2026 | VONGVanguard Russell 1000 Growth Index Fund ETF SharesETF | — | Purchase | ~$15K – $50K | — | — |
Jul 15, 2026 | VUGVanguard Growth Index Fund ETF Class SharesETF | — | Purchase | ~$15K – $50K | — | — |
Jul 15, 2026 | VUGVanguard Growth Index Fund ETF Class SharesETF | — | Purchase | ~$1K – $15K | — | — |
Jul 15, 2026 | HYDVanEck Vectors High-Yield Municipal Index ETFETF | — | Purchase | ~$1K – $15K | — | — |
Jul 15, 2026 | SHMSPDRNuveen Bloomberg Barclays Short Term Municipal Bond ETFETF | — | Purchase | ~$1K – $15K | — | — |
Jul 15, 2026 | SCHOSchwab Short-Term US Treasury ETFETF | — | Sale | ~$15K – $50K | — | — |
Jul 15, 2026 | SCHOSchwab Short-Term US Treasury ETFETF | — | Sale | ~$1K – $15K | — | — |
Jul 15, 2026 | PONPXPIMCO Income Fund Class I-2 SharesStock | — | Purchase | ~$1K – $15K | — | — |
Jul 15, 2026 | PONPXPIMCO Income Fund Class I-2 SharesStock | — | Purchase | ~$15K – $50K | — | — |
Jul 15, 2026 | FCBYXNuveen Strategic Income Fund Class I SharesStock | — | Purchase | ~$1K – $15K | — | — |
Jul 15, 2026 | FCBYXNuveen Strategic Income Fund Class I SharesStock | — | Purchase | ~$15K – $50K | — | — |
Jul 15, 2026 | NSTLXNeuberger Berman Strategic Income Fund Institutional Class SharesStock | — | Purchase | ~$1K – $15K | — | — |
Jul 15, 2026 | NSTLXNeuberger Berman Strategic Income Fund Institutional Class SharesStock | — | Purchase | ~$15K – $50K | — | — |
Jul 15, 2026 | MEIIXMFS Value Fund Class I SharesStock | — | Purchase | ~$1K – $15K | — | — |
Jul 15, 2026 | MIMIXMFS Municipal Income Fund Class I SharesStock | — | Purchase | ~$1K – $15K | — | — |
Jul 15, 2026 | LFRIXLord Abbett Floating Rate Fund Class I SharesStock | — | Purchase | ~$1K – $15K | — | — |
Jul 15, 2026 | IWDiShares Russell 1000 Value ETFETF | — | Sale | ~$1K – $15K | — | — |
Jul 15, 2026 | IWFiShares Russell 1000 Growth ETFETF | — | Sale | ~$1K – $15K | — | — |
Jul 15, 2026 | IDEViShares Core MSCI International Developed Markets ETFETF | — | Sale | ~$1K – $15K | — | — |
Jul 15, 2026 | IEMGiShares Core MSCI Emerging Markets ETFETF | — | Purchase | ~$1K – $15K | — | — |
Jul 15, 2026 | IEFAiShares Core MSCI EAFE ETFETF | — | Sale | ~$1K – $15K | — | — |
Jul 15, 2026 | PCYInvesco Emerging Markets Sovereign Debt ETFETF | — | Purchase | ~$1K – $15K | — | — |
Jul 15, 2026 | FROGXFidelity Advisor Municipal Income Fund Class I SharesStock | — | Purchase | ~$1K – $15K | — | — |
Jul 15, 2026 | EGFIXEdgewood Growth Fund Institutional Class SharesStock | — | Sale | ~$1K – $15K | — | — |
Jul 15, 2026 | DCCIXDelaware Small Cap Core Fund Institutional Class SharesStock | — | Sale | ~$1K – $15K | — | — |
Jul 15, 2026 | CPXIXCohen & Steers Preferred Securities and Income Fund, Inc Class I SharesStock | — | Purchase | ~$1K – $15K | — | — |
Dec 15, 2025 | Franklin Income Fund Class A1 SharesFund | — | Sale | ~$50K – $100K | — | — |
Dec 15, 2025 | FedFund Institutional SharesFund | — | Sale | ~$500K – $1M | — | — |
Mar 13, 2025 | VONGVanguard Russell 1000 Growth Index Fund ETF Shares (VONG)ETF | — | Purchase | ~$1K – $15K | — | — |
Mar 13, 2025 | HYDVanEck Vectors High-Yield Municipal Index ETF (HYD)ETF | — | Purchase | ~$1K – $15K | — | — |
Mar 13, 2025 | SHMSPDRNuveen Bloomberg Barclays Short Term Municipal Bond ETF (SHM)ETF | — | Purchase | ~$1K – $15K | — | — |
Mar 13, 2025 | SCHASchwab US Small-Cap ETF (SCHA)ETF | — | Sale | ~$1K – $15K | — | — |
Mar 13, 2025 | MFS Municipal Income Fund Class I Shares (MIMIX)Fund | — | Sale | ~$1K – $15K | — | — |
Mar 13, 2025 | GOVTiShares US Treasury Bond ETF (GOVT)ETF | — | Sale | ~$1K – $15K | — | — |
Mar 13, 2025 | IWFiShares Russell 1000 Growth ETF (IWF)ETF | — | Purchase | ~$1K – $15K | — | — |
Mar 13, 2025 | IDEViShares Core MSCI International Developed Markets ETF (IDEV)ETF | — | Purchase | ~$1K – $15K | — | — |
Mar 13, 2025 | USHYiShares Broad USD High Yield Corporate Bond ETF (USHY)ETF | — | Purchase | ~$1K – $15K | — | — |
Mar 13, 2025 | Fidelity Advisor Municipal Income Fund Class I SharesFund | — | Sale | ~$1K – $15K | — | — |
Mar 13, 2025 | Delaware Small Cap Core Fund Institutional Class SharesFund | — | Purchase | ~$1K – $15K | — | — |
Mar 6, 2025 | VTVVanguard Value Index Fund ETF Shares (VTV)ETF | — | Purchase | ~$15K – $50K | — | — |
Mar 6, 2025 | VBRVanguard Small-Cap Value Index Fund ETF Class Shares (VBR)ETF | — | Purchase | ~$1K – $15K | — | — |
Mar 6, 2025 | VBKVanguard Small-Cap Growth Index Fund ETF Class Shares (VBK)ETF | — | Purchase | ~$1K – $15K | — | — |
Mar 6, 2025 | VUGVanguard Growth Index Fund ETF Class Shares (VUG)ETF | — | Purchase | ~$1K – $15K | — | — |
Mar 6, 2025 | PIMCO Income Fund Class I-2 SharesFund | — | Purchase | ~$1K – $15K | — | — |
Mar 6, 2025 | PIMCO Income Fund Class I-2 SharesFund | — | Purchase | ~$15K – $50K | — | — |
Mar 6, 2025 | PIMCO Income Fund Class I-2 SharesFund | — | Purchase | ~$100K – $250K | — | — |
Mar 6, 2025 | Nuveen Strategic Income Fund Class I SharesFund | — | Purchase | ~$1K – $15K | — | — |
Mar 6, 2025 | Nuveen Strategic Income Fund Class I SharesFund | — | Purchase | ~$15K – $50K | — | — |
Mar 6, 2025 | Nuveen Strategic Income Fund Class I SharesFund | — | Purchase | ~$100K – $250K | — | — |
Mar 6, 2025 | Neuberger Berman Strategic Income Fund Institutional Class SharesFund | — | Purchase | ~$1K – $15K | — | — |
Mar 6, 2025 | Neuberger Berman Strategic Income Fund Institutional Class SharesFund | — | Purchase | ~$15K – $50K | — | — |
Mar 6, 2025 | Neuberger Berman Strategic Income Fund Institutional Class SharesFund | — | Purchase | ~$100K – $250K | — | — |
Mar 6, 2025 | Lord Abbett Floating Rate Fund Class I SharesFund | — | Purchase | ~$1K – $15K | — | — |
Mar 6, 2025 | Lord Abbett Floating Rate Fund Class I SharesFund | — | Purchase | ~$15K – $50K | — | — |
Mar 6, 2025 | IEMGiShares Core MSCIEmerging Markets ETF (IEMG)ETF | — | Purchase | ~$1K – $15K | — | — |
Mar 6, 2025 | IEFAiShares Core MSCI EAFE ETF (IEFA)ETF | — | Purchase | ~$1K – $15K | — | — |
Mar 6, 2025 | Cohen & Steers Preferred Securities and Income Fund, Inc Class I SharesFund | — | Purchase | ~$1K – $15K | — | — |
Mar 6, 2025 | Cohen & Steers Preferred Securities and Income Fund, Inc Class I SharesFund | — | Purchase | ~$15K – $50K | — | — |
Feb 26, 2025 | BNDXVanguard Total International Bond Index Fund ETF Shares (BNDX)ETF | — | Sale | ~$1K – $15K | — | — |
Feb 26, 2025 | BNDXVanguard Total International Bond Index Fund ETF Shares (BNDX)ETF | — | Sale | ~$15K – $50K | — | — |
Feb 26, 2025 | VCSHVanguard Short-Term Corporate Bond Index Fund ETF Class Shares (VCSH)ETF | — | Sale | ~$1K – $15K | — | — |
Feb 26, 2025 | VCSHVanguard Short-Term Corporate Bond Index Fund ETF Class Shares (VCSH)ETF | — | Sale | ~$50K – $100K | — | — |
Feb 26, 2025 | VGITVanguard Intermediate-Term Treasury Index Fund ETF Class Shares (VGIT)ETF | — | Sale | ~$1K – $15K | — | — |
Feb 26, 2025 | VGITVanguard Intermediate-Term Treasury Index Fund ETF Class Shares (VGIT)ETF | — | Sale | ~$15K – $50K | — | — |
Feb 26, 2025 | VCITVanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares (VCIT)ETF | — | Sale | ~$1K – $15K | — | — |
Feb 26, 2025 | VCITVanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares (VCIT)ETF | — | Sale | ~$50K – $100K | — | — |
Feb 26, 2025 | TIPiShares TIPS Bond ETF (TIP)ETF | — | Sale | ~$1K – $15K | — | — |
Feb 26, 2025 | MBBiShares MBS ETF (MBB)ETF | — | Sale | ~$1K – $15K | — | — |
Feb 26, 2025 | MBBiShares MBS ETF (MBB)ETF | — | Sale | ~$15K – $50K | — | — |
Feb 26, 2025 | MBBiShares MBS ETF (MBB)ETF | — | Sale | ~$100K – $250K | — | — |
Feb 26, 2025 | TLTiShares 20+ Year Treasury Bond ETF (TLT)ETF | — | Sale | ~$1K – $15K | — | — |
Feb 26, 2025 | TLTiShares 20+ Year Treasury Bond ETF (TLT)ETF | — | Sale | ~$50K – $100K | — | — |
Feb 26, 2025 | PGXInvesco Preferred ETF (PGX)ETF | — | Sale | ~$1K – $15K | — | — |