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Commissioner · 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
~$727.9M
-$73.4M – $1.5B+
Buys · Sells
Total transactions
200
Latest filing Aug 8, 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.
+2.76%
Portfolio
+20.70%
S&P 500 · same dates
Activity timeline
Estimated purchase vs sale volume by month. Values are midpoints of OGE ranges.
Best performer
VONE
Worst performer
SHYG
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 1–24 of 24
VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares ETF · 14 buys | $128.1M – $332.2M+ | 31.52% | -0.93% | -21.15% |
ONJAX Invesco New Jersey Municipal A Stock · 4 buys | $60M – $150M | 14.38% | — | — |
FNJQX Franklin NJ Tax Free Income A Stock · 4 buys | $56M – $130M | 12.74% | — | — |
NNJAX Nuveen NJ Municipal Bond A Stock · 4 buys | $16M – $80M | 6.57% | — | — |
NVHAX Nuveen Short Duration Hi Yld Muni Bd A Stock · 4 buys | $16M – $80M | 6.57% | — | — |
PONAX PIMCO Income Fund Class A Shares Stock · 4 buys | $12M – $60M | 4.93% | — | — |
FALN iShares Fallen Angels USD Bond ETF ETF · 8 buys | $8M – $40M | 3.29% | -0.86% | -20.00% |
JAAA Janus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF ETF · 8 buys | $8M – $40M | 3.29% | -0.22% | -19.36% |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF ETF · 8 buys | $7M – $32M | 2.67% | -1.55% | -21.09% |
PULS PGIM Ultra Short Bond ETF ETF · 8 buys | $7M – $32M | 2.67% | -0.15% | -19.70% |
VONE Vanguard Russell 1000 ETF ETF · 4 buys · 1 sell | $7M – $31.7M+ | 2.65% | +27.74% | +3.64% |
VONG Vanguard Russell 1000 Growth Index Fund ETF Shares ETF · 3 buys | $6.5M – $27M+ | 2.29% | — | — |
BGHAX BrandywineGLOBAL - HIGH YIELD FUND Class A Stock · 4 buys | $4M – $20M | 1.64% | — | — |
SSTHX Allspring Short-Term Hi Inc A Stock · 4 buys | $3.5M – $16M | 1.34% | — | — |
VIG Vanguard Dividend Appreciation ETF ETF · 5 buys · 1 sell | $3.5M – $8.7M+ | 0.84% | +20.69% | -2.96% |
SHY iShares 1-3 Year Treasury Bond ETF ETF · 5 buys | $3.2M – $7.5M+ | 0.73% | -1.41% | -29.68% |
MUB iShares National Muni Bond ETF ETF · 5 buys | $3.1M – $7.2M+ | 0.71% | -0.77% | -24.80% |
VGHY Vanguard High-Yield Active ETF ETF · 5 buys · 1 sell | $2.5M – $7.4M+ | 0.68% | — | — |
VYM Vanguard High Dividend Yield Index Fund ETF Shares ETF · 4 buys | $1.8M – $2.5M+ | 0.29% | — | — |
USHY iShares Broad USD High Yield Corporate Bond ETF ETF · 4 buys | $530K – $1.1M | 0.11% | -0.78% | -24.81% |
SPY SPDR S&P 500 ETF Trust (SPY) ETF · 2 buys · 1 sell | $300K – $1M | 0.09% | — | — |
TRV The Travelers Companies, Inc. FIRE, MARINE & CASUALTY INSURANCE · 1 sell | -$15K – -$1K | — | — | — |
HUM Humana Inc. HOSPITAL & MEDICAL SERVICE PLANS · 1 sell | -$50K – -$15K | — | — | — |
FISV Fiserv, Inc. Common Stock SERVICES-BUSINESS SERVICES, NEC · 23 sells | -$617.1M – -$244M | — | — | — |
200 transactions
Showing 1–100 of 200 transactions
| Date | Company | Sector | Type | Amount | Exec. Price | Return |
|---|---|---|---|---|---|---|
Jun 16, 2026 | SPYSPDR S&P 500 ETF Trust (SPY)ETF | — | Purchase | ~$50K – $100K | — | — |
Jun 16, 2026 | SPYSPDR S&P 500 ETF Trust (SPY)ETF | — | Purchase | ~$500K – $1M | — | — |
Dec 24, 2025 | HUMHumana Inc.Stock | HOSPITAL & MEDICAL SERVICE PLANS | Sale | ~$15K – $50K | $259.25 | — |
Dec 9, 2025 | VGHYVanguard High-Yield Active ETFETF | — | Sale | ~$100K – $250K | $74.94 | — |
Dec 9, 2025 | VIGVanguard Dividend Appreciation ETFETF | — | Sale | ~$250K – $500K | $220.41 | — |
Dec 9, 2025 | VONEVanguard Russell 1000 ETFETF | — | Sale | ~$250K – $500K | $309.49 | — |
Dec 4, 2025 | SPYState Street SPDR S&P 500 ETF TrustETF | — | Sale | ~$100K – $250K | $684.39 | — |
Oct 29, 2025 | NJ State EDL Facilities Authority Revenue Bond (Princeton University)Bond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Oct 10, 2025 | ECCO Multi-family Real Estate Development Elizabeth NJBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Aug 25, 2025 | Sea Isle City New Jersey Government Bond 5%Bond | Municipal bond | Purchase | ~$500K – $1M | — | — |
Aug 17, 2025 | Sea Isle City NJ Government Bond 4%Bond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Aug 15, 2025 | Washington Township NJ Gloucester Government BondBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Aug 15, 2025 | NJ State EDL FACS Auth. Rev (Princeton University)Bond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Aug 14, 2025 | Port Authority NY & NJ Revenue Bond 5%Bond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Aug 14, 2025 | NJ State EDL FACS Auth. Rev (Princeton University)Bond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Aug 13, 2025 | North Wildwood NJ Government BondBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Aug 12, 2025 | NJ State Government BondsBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Aug 7, 2025 | Sea Isle City NJ Government BondBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Aug 7, 2025 | New Jersey Transportation Trust Fund AuthorityBond | Municipal bond | Purchase | ~$500K – $1M | — | — |
Aug 7, 2025 | Gloucester Country NJ Import Authority Rev Government BondBond | Municipal bond | Purchase | ~$500K – $1M | — | — |
Aug 7, 2025 | TRVThe Travelers Companies, Inc.Stock | FIRE, MARINE & CASUALTY INSURANCE | Sale | ~$1K – $15K | $265.36 | — |
Aug 6, 2025 | Willingboro Township NJ School DistrictBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Aug 4, 2025 | VTEBVanguard Tax-Exempt Bond Index Fund ETF SharesETF | — | Purchase | ~$5M – $25M | — | — |
Aug 4, 2025 | PONAXPIMCO Income Fund Class A SharesStock | — | Purchase | ~$1M – $5M | — | — |
Aug 4, 2025 | PULSPGIM Ultra Short Bond ETFETF | — | Purchase | ~$500K – $1M | — | — |
Aug 4, 2025 | NVHAXNuveen Short Duration Hi Yld Muni Bd AStock | — | Purchase | ~$1M – $5M | — | — |
Aug 4, 2025 | NNJAXNuveen NJ Municipal Bond AStock | — | Purchase | ~$1M – $5M | — | — |
Aug 4, 2025 | JAAAJanus Henderson AAA CLO ETF Janus Henderson AAA CLO ETFETF | — | Purchase | ~$1M – $5M | — | — |
Aug 4, 2025 | FALNiShares Fallen Angels USD Bond ETFETF | — | Purchase | ~$1M – $5M | — | — |
Aug 4, 2025 | SHYGiShares 0-5 Year High Yield Corporate Bond ETFETF | — | Purchase | ~$500K – $1M | — | — |
Aug 4, 2025 | ONJAXInvesco New Jersey Municipal AStock | — | Purchase | ~$5M – $25M | — | — |
Aug 4, 2025 | FNJQXFranklin NJ Tax Free Income AStock | — | Purchase | ~$1M – $5M | — | — |
Aug 4, 2025 | BGHAXBrandywineGLOBAL - HIGH YIELD FUND Class AStock | — | Purchase | ~$1M – $5M | — | — |
Aug 4, 2025 | VTEBanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB)ETF | — | Purchase | ~$5M – $25M | — | — |
Aug 4, 2025 | SSTHXAllspring Short-Term Hi Inc AStock | — | Purchase | ~$500K – $1M | — | — |
Aug 4, 2025 | Franklin NJ Tax Free Income AFund | — | Purchase | ~$1M – $5M | — | — |
Aug 4, 2025 | PULSPGIM Ultra Short Bond ETFETF | — | Purchase | ~$500K – $1M | $49.64 | -0.1% |
Aug 4, 2025 | Nuveen Short Duration High Yield Muni Bond AFund | — | Purchase | ~$1M – $5M | — | — |
Aug 4, 2025 | JAAAJanus Henderson AAA CLO ETFETF | — | Purchase | ~$1M – $5M | $50.61 | -0.1% |
Aug 4, 2025 | SHYGiShares 0-5 Year High Yield Corporate Bond ETFETF | — | Purchase | ~$500K – $1M | $42.89 | -1.5% |
Aug 4, 2025 | VTEBVanguard Tax-Exempt Bond Index FundETF | — | Purchase | ~$5M – $25M | $48.83 | -0.8% |
Aug 4, 2025 | FALNiShares Fallen Angels USD Bond ETFETF | — | Purchase | ~$1M – $5M | $26.95 | -0.5% |
Aug 4, 2025 | BrandywineGLOBAL - High Yield Fund Class AFund | — | Purchase | ~$1M – $5M | — | — |
Aug 4, 2025 | Franklin NJ Tax Free Income AFund | — | Purchase | ~$5M – $25M | — | — |
Aug 4, 2025 | Nuveen NJ Municipal Bond AFund | — | Purchase | ~$1M – $5M | — | — |
Aug 4, 2025 | PIMCO Income Fund Class A SharesFund | — | Purchase | ~$1M – $5M | — | — |
Aug 4, 2025 | Invesco New Jersey Municipal Fund AFund | — | Purchase | ~$5M – $25M | — | — |
Aug 4, 2025 | Allspring Short-Term Hi Inc AFund | — | Purchase | ~$500K – $1M | — | — |
Aug 1, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$15K – $50K | $135.33 | — |
Jul 30, 2025 | NJ State Turnpike Authority Government BondBond | Municipal bond | Purchase | ~$500K – $1M | — | — |
Jul 29, 2025 | Wildwood Crest NJ Government BondBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Jul 25, 2025 | VTEBVanguard Tax-Exempt Bond Index Fund ETF SharesETF | — | Purchase | ~$5M – $25M | — | — |
Jul 25, 2025 | PONAXPIMCO Income Fund Class A SharesStock | — | Purchase | ~$1M – $5M | — | — |
Jul 25, 2025 | PULSPGIM Ultra Short Bond ETFETF | — | Purchase | ~$1M – $5M | — | — |
Jul 25, 2025 | NVHAXNuveen Short Duration Hi Yld Muni Bd AStock | — | Purchase | ~$5M – $25M | — | — |
Jul 25, 2025 | NNJAXNuveen NJ Municipal Bond AStock | — | Purchase | ~$5M – $25M | — | — |
Jul 25, 2025 | JAAAJanus Henderson AAA CLO ETF Janus Henderson AAA CLO ETFETF | — | Purchase | ~$1M – $5M | — | — |
Jul 25, 2025 | FALNiShares Fallen Angels USD Bond ETFETF | — | Purchase | ~$1M – $5M | — | — |
Jul 25, 2025 | SHYGiShares 0-5 Year High Yield Corporate Bond ETFETF | — | Purchase | ~$1M – $5M | — | — |
Jul 25, 2025 | ONJAXInvesco New Jersey Municipal AStock | — | Purchase | ~$5M – $25M | — | — |
Jul 25, 2025 | FNJQXFranklin NJ Tax Free Income AStock | — | Purchase | ~$5M – $25M | — | — |
Jul 25, 2025 | BGHAXBrandywineGLOBAL High Yield AStock | — | Purchase | ~$1M – $5M | — | — |
Jul 25, 2025 | SSTHXAllspring Short-Term Hi Inc AStock | — | Purchase | ~$1M – $5M | — | — |
Jul 25, 2025 | PULSPGIM Ultra Short Bond ETFETF | — | Purchase | ~$1M – $5M | $49.75 | -0.3% |
Jul 25, 2025 | Nuveen Short Duration High Yield Muni Bond AFund | — | Purchase | ~$5M – $25M | — | — |
Jul 25, 2025 | JAAAJanus Henderson AAA CLO ETFETF | — | Purchase | ~$1M – $5M | $50.73 | -0.4% |
Jul 25, 2025 | SHYGiShares 0-5 Year High Yield Corporate Bond ETFETF | — | Purchase | ~$1M – $5M | $43.07 | -1.9% |
Jul 25, 2025 | VTEBVanguard Tax-Exempt Bond Index FundETF | — | Purchase | ~$5M – $25M | $48.56 | -0.3% |
Jul 25, 2025 | FALNiShares Fallen Angels USD Bond ETFETF | — | Purchase | ~$1M – $5M | $27.11 | -1.1% |
Jul 25, 2025 | BrandywineGLOBAL High Yield AFund | — | Purchase | ~$1M – $5M | — | — |
Jul 25, 2025 | Franklin NJ Tax Free Income AFund | — | Purchase | ~$5M – $25M | — | — |
Jul 25, 2025 | Nuveen NJ Municipal Bond AFund | — | Purchase | ~$5M – $25M | — | — |
Jul 25, 2025 | PIMCO Income Fund Class A SharesFund | — | Purchase | ~$1M – $5M | — | — |
Jul 25, 2025 | Invesco New Jersey Municipal Fund AFund | — | Purchase | ~$5M – $25M | — | — |
Jul 25, 2025 | Allspring Short-Term Hi Inc AFund | — | Purchase | ~$1M – $5M | — | — |
Jul 24, 2025 | Freehold Township NJ Board of Education Government BondBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Jul 23, 2025 | Secaucus NJ Government BondBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Jul 23, 2025 | Gloucester County NJ Impt. Authority RevBond | Municipal bond | Purchase | ~$500K – $1M | — | — |
Jul 23, 2025 | Gloucester County NJ Import Authority Rev Government BondBond | Municipal bond | Purchase | ~$250K – $500K | — | — |
Jul 23, 2025 | Egg Harbor Township NJ Government BondBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Jul 23, 2025 | Cranford Township NJ Board of Education Government BondBond | Municipal bond | Purchase | ~$500K – $1M | — | — |
Jul 21, 2025 | New Jersey Transportation Trust Fund AuthorityBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Jul 21, 2025 | Monmouth County NJ Import Authority Rev Government BondBond | Municipal bond | Purchase | ~$500K – $1M | — | — |
Jul 17, 2025 | North Wildwood NJ Government BondBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Jul 16, 2025 | Parsippany Troy Hills Township NJ Government BondBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Jul 16, 2025 | Lawrence Township NJ School District Government BondBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Jul 15, 2025 | NJ State Turnpike Authority Government BondBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Jul 7, 2025 | VTEBVanguard Tax-Exempt Bond Index Fund ETF SharesETF | — | Purchase | ~$25M – $50M | — | — |
Jul 7, 2025 | PONAXPIMCO Income Fund Class A SharesStock | — | Purchase | ~$5M – $25M | — | — |
Jul 7, 2025 | PULSPGIM Ultra Short Bond ETFETF | — | Purchase | ~$1M – $5M | — | — |
Jul 7, 2025 | NVHAXNuveen Short Duration Hi Yld Muni Bd AStock | — | Purchase | ~$5M – $25M | — | — |
Jul 7, 2025 | NNJAXNuveen NJ Municipal Bond AStock | — | Purchase | ~$5M – $25M | — | — |
Jul 7, 2025 | JAAAJanus Henderson AAA CLO ETF Janus Henderson AAA CLO ETFETF | — | Purchase | ~$1M – $5M | — | — |
Jul 7, 2025 | FALNiShares Fallen Angels USD Bond ETFETF | — | Purchase | ~$1M – $5M | — | — |
Jul 7, 2025 | SHYGiShares 0-5 Year High Yield Corporate Bond ETFETF | — | Purchase | ~$1M – $5M | — | — |
Jul 7, 2025 | ONJAXInvesco New Jersey Municipal AStock | — | Purchase | ~$25M – $50M | — | — |
Jul 7, 2025 | FNJQXFranklin NJ Tax Free Income AStock | — | Purchase | ~$25M – $50M | — | — |
Jul 7, 2025 | BGHAXBrandywineGLOBAL High Yield AStock | — | Purchase | ~$1M – $5M | — | — |
Jul 7, 2025 | SSTHXAllspring Short-Term Hi Inc AStock | — | Purchase | ~$1M – $5M | — | — |
Jul 7, 2025 | PULSPGIM Ultra Short Bond ETFETF | — | Purchase | ~$1M – $5M | $49.60 | +0.0% |