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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
~$119.9M
-$357.9M – $597.8M
Buys · Sells
Total transactions
95
Latest filing Mar 6, 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.
+3.43%
Portfolio
+20.61%
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
PFL
24 securities
| Security | Est. net exposure | % of portfolio | Return | vs S&P 500 |
|---|---|---|---|---|
VTEB Vanguard Tax-Exempt Bond Index Fund ETF · 6 buys | $61.1M – $155.1M | 19.6% | — | — |
Franklin New Jersey Tax Free Income Municipal bond · 5 buys | $61M – $155M | 19.6% | — | — |
PZT Invesco New York AMT-Free Municipal Bond ETF INVESTMENT ADVICE · 4 buys | $60M – $150M | 19.1% | +4.81% | -15.43% |
NAN Nuveen New York Quality Municipal Income Fund Fund · 4 buys | $16M – $80M | 8.7% | +2.07% | -17.63% |
Nuveen Short Duration High Yield Municipal Bond Fund A Fund · 4 buys | $16M – $80M | 8.7% | — | — |
PFL PIMCO Income Strategy Fund Fund · 4 buys | $12M – $60M | 6.5% | -7.95% | -28.73% |
VONE Vanguard Russell 1000 ETF ETF · 3 buys · 1 sell | $6M – $30.7M | 3.3% | +23.56% | -0.60% |
FALN iShares Fallen Angels USD Bond ETF ETF · 4 buys | $4M – $20M | 2.2% | +0.54% | -16.98% |
Allspring Short-Term High Income Fund SSTHX Fund · 4 buys | $3.5M – $16M | 1.8% | — | — |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF ETF · 4 buys | $3.5M – $16M | 1.8% | -1.27% | -20.93% |
PULS PGIM Ultra Short Bond ETF ETF · 4 buys | $3.5M – $16M | 1.8% | -0.09% | -19.76% |
Brandywine Global High Yield A Municipal bond · 3 buys | $3M – $15M | 1.6% | — | — |
JA Janus Henderson AA-A CLO ETF ETF · 2 buys | $2M – $10M | 1.1% | — | — |
JAAA Janus Henderson AAA CLO ETF ETF · 2 buys | $2M – $10M | 1.1% | — | — |
VGHY Vanguard High-Yield Active ETF ETF · 4 buys · 1 sell | $1.5M – $6.4M | 0.7% | — | — |
VIG Vanguard Dividend Appreciation ETF ETF · 2 buys · 1 sell | $1M – $5.7M | 0.6% | +18.37% | -5.78% |
SHY iShares 1-3 Year Treasury Bond ETF ETF · 2 buys | $1.1M – $5.3M | 0.6% | -0.50% | -24.65% |
MUB iShares National Muni Bond ETF ETF · 2 buys | $1.1M – $5.1M | 0.6% | +2.96% | -21.19% |
BrandywineGLOBAL High Yield Fund Class A Fund · 1 buy | $1M – $5M | 0.5% | — | — |
USHY iShares Broad USD High Yield Corporate Bond ETF ETF · 2 buys | $265K – $550K | 0.1% | -0.19% | -24.34% |
TRV The Travelers Companies, Inc. FIRE, MARINE & CASUALTY INSURANCE · 1 sell | -$15K – -$1K | — | — | — |
HUM Humana Inc. HOSPITAL & MEDICAL SERVICE PLANS · 1 sell | -$50K – -$15K | — | — | — |
SPY State Street SPDR S&P 500 ETF Trust ETF · 1 sell | -$250K – -$100K | — | — | — |
FISV Fiserv, Inc. Common Stock SERVICES-BUSINESS SERVICES, NEC · 23 sells | -$617.1M – -$244M | — | — | — |
95 transactions
Showing 1–95 of 95 transactions
| Date | Company | Sector | Type | Amount | Exec. Price | Return |
|---|---|---|---|---|---|---|
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 | — |
Aug 7, 2025 | TRVThe Travelers Companies, Inc.Stock | FIRE, MARINE & CASUALTY INSURANCE | Sale | ~$1K – $15K | $265.36 | — |
Aug 4, 2025 | Franklin New Jersey Tax Free IncomeBond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Aug 4, 2025 | PULSPGIM Ultra Short Bond ETFETF | — | Purchase | ~$500K – $1M | $49.64 | +0.0% |
Aug 4, 2025 | Nuveen Short Duration High Yield Municipal Bond Fund AFund | — | Purchase | ~$1M – $5M | — | — |
Aug 4, 2025 | JAAAJanus Henderson AAA CLO ETFETF | — | Purchase | ~$1M – $5M | $50.61 | — |
Aug 4, 2025 | SHYGiShares 0-5 Year High Yield Corporate Bond ETFETF | — | Purchase | ~$500K – $1M | $42.89 | -1.2% |
Aug 4, 2025 | VTEBVanguard Tax-Exempt Bond Index FundETF | — | Purchase | ~$5M – $25M | $48.83 | — |
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 New Jersey Tax Free IncomeBond | Municipal bond | Purchase | ~$5M – $25M | — | — |
Aug 4, 2025 | NANNuveen New York Quality Municipal Income FundFund | — | Purchase | ~$1M – $5M | $11.11 | +3.4% |
Aug 4, 2025 | PFLPIMCO Income Strategy FundFund | — | Purchase | ~$1M – $5M | $8.51 | -9.9% |
Aug 4, 2025 | PZTInvesco New York AMT-Free Municipal Bond ETFETF | INVESTMENT ADVICE | Purchase | ~$5M – $25M | $21.44 | +4.9% |
Aug 4, 2025 | Allspring Short-Term High Income Fund SSTHXFund | — | Purchase | ~$500K – $1M | — | — |
Aug 1, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$15K – $50K | $135.33 | — |
Jul 25, 2025 | PULSPGIM Ultra Short Bond ETFETF | — | Purchase | ~$1M – $5M | $49.75 | -0.2% |
Jul 25, 2025 | Nuveen Short Duration High Yield Municipal Bond Fund AFund | — | Purchase | ~$5M – $25M | — | — |
Jul 25, 2025 | JAJanus Henderson AA-A CLO ETFETF | — | Purchase | ~$1M – $5M | — | — |
Jul 25, 2025 | SHYGiShares 0-5 Year High Yield Corporate Bond ETFETF | — | Purchase | ~$1M – $5M | $43.07 | -1.6% |
Jul 25, 2025 | VTEBVanguard Tax-Exempt Bond Index FundETF | — | Purchase | ~$5M – $25M | $48.56 | — |
Jul 25, 2025 | FALNiShares Fallen Angels USD Bond ETFETF | — | Purchase | ~$1M – $5M | $27.11 | — |
Jul 25, 2025 | Brandywine Global High Yield ABond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Jul 25, 2025 | Franklin New Jersey Tax Free IncomeBond | Municipal bond | Purchase | ~$5M – $25M | — | — |
Jul 25, 2025 | NANNuveen New York Quality Municipal Income FundFund | — | Purchase | ~$5M – $25M | $11.03 | +4.2% |
Jul 25, 2025 | PFLPIMCO Income Strategy FundFund | — | Purchase | ~$1M – $5M | $8.33 | -7.9% |
Jul 25, 2025 | PZTInvesco New York AMT-Free Municipal Bond ETFETF | INVESTMENT ADVICE | Purchase | ~$5M – $25M | $21.19 | +6.2% |
Jul 25, 2025 | Allspring Short-Term High Income Fund SSTHXFund | — | Purchase | ~$1M – $5M | — | — |
Jul 7, 2025 | PULSPGIM Ultra Short Bond ETFETF | — | Purchase | ~$1M – $5M | $49.60 | +0.1% |
Jul 7, 2025 | Nuveen Short Duration High Yield Municipal Bond Fund AFund | — | Purchase | ~$5M – $25M | — | — |
Jul 7, 2025 | JAJanus Henderson AA-A CLO ETFETF | — | Purchase | ~$1M – $5M | — | — |
Jul 7, 2025 | SHYGiShares 0-5 Year High Yield Corporate Bond ETFETF | — | Purchase | ~$1M – $5M | $42.83 | -1.1% |
Jul 7, 2025 | VTEBVanguard Tax-Exempt Bond Index FundETF | — | Purchase | ~$25M – $50M | $49.00 | — |
Jul 7, 2025 | FALNiShares Fallen Angels USD Bond ETFETF | — | Purchase | ~$1M – $5M | $27.01 | — |
Jul 7, 2025 | Brandywine Global High Yield ABond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Jul 7, 2025 | Franklin New Jersey Tax Free IncomeBond | Municipal bond | Purchase | ~$25M – $50M | — | — |
Jul 7, 2025 | NANNuveen New York Quality Municipal Income FundFund | — | Purchase | ~$5M – $25M | $11.45 | +0.3% |
Jul 7, 2025 | PFLPIMCO Income Strategy FundFund | — | Purchase | ~$5M – $25M | $8.35 | -8.1% |
Jul 7, 2025 | PZTInvesco New York AMT-Free Municipal Bond ETFETF | INVESTMENT ADVICE | Purchase | ~$25M – $50M | $21.50 | +4.7% |
Jul 7, 2025 | Allspring Short-Term High Income Fund SSTHXFund | — | Purchase | ~$1M – $5M | — | — |
Jul 1, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$5M – $25M | $172.68 | — |
Jun 30, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$1M – $5M | $172.41 | — |
Jun 27, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$25M – $50M | $172.33 | — |
Jun 26, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$5M – $25M | $171.36 | — |
Jun 24, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$25M – $50M | $172.66 | — |
Jun 23, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$25M – $50M | $170.54 | — |
Jun 23, 2025 | PULSPGIM Ultra Short Bond ETFETF | — | Purchase | ~$1M – $5M | $49.72 | -0.2% |
Jun 23, 2025 | Nuveen Short Duration High Yield Municipal Bond Fund AFund | — | Purchase | ~$5M – $25M | — | — |
Jun 23, 2025 | JAAAJanus Henderson AAA CLO ETFETF | — | Purchase | ~$1M – $5M | $50.72 | — |
Jun 23, 2025 | SHYGiShares 0-5 Year High Yield Corporate Bond ETFETF | — | Purchase | ~$1M – $5M | $42.82 | -1.1% |
Jun 23, 2025 | VTEBVanguard Tax-Exempt Bond Index FundETF | — | Purchase | ~$25M – $50M | $48.91 | — |
Jun 23, 2025 | FALNiShares Fallen Angels USD Bond ETFETF | — | Purchase | ~$1M – $5M | $26.84 | — |
Jun 23, 2025 | Brandywine Global High Yield ABond | Municipal bond | Purchase | ~$1M – $5M | — | — |
Jun 23, 2025 | Franklin New Jersey Tax Free IncomeBond | Municipal bond | Purchase | ~$25M – $50M | — | — |
Jun 23, 2025 | NANNuveen New York Quality Municipal Income FundFund | — | Purchase | ~$5M – $25M | $11.33 | +1.4% |
Jun 23, 2025 | PFLPIMCO Income Strategy FundFund | — | Purchase | ~$5M – $25M | $8.28 | -7.4% |
Jun 23, 2025 | PZTInvesco New York AMT-Free Municipal Bond ETFETF | INVESTMENT ADVICE | Purchase | ~$25M – $50M | $21.56 | +4.4% |
Jun 23, 2025 | Allspring Short-Term High Income Fund SSTHXFund | — | Purchase | ~$1M – $5M | — | — |
Jun 20, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$250K – $500K | $163.38 | — |
Jun 18, 2025 | SHYiShares 1-3 Year Treasury Bond ETFETF | — | Purchase | ~$100K – $250K | $82.48 | -0.5% |
Jun 18, 2025 | USHYiShares Broad USD High Yield Corporate Bond ETFETF | — | Purchase | ~$15K – $50K | $37.05 | -0.2% |
Jun 18, 2025 | VTEBVanguard Tax-Exempt Bond Index FundETF | — | Purchase | ~$50K – $100K | $48.80 | — |
Jun 18, 2025 | MUBiShares National Muni Bond ETFETF | — | Purchase | ~$50K – $100K | $103.97 | +3.0% |
Jun 18, 2025 | VGHYVanguard High-Yield Active ETFETF | — | Purchase | ~$250K – $500K | — | — |
Jun 18, 2025 | VONEVanguard Russell 1000 ETFETF | — | Purchase | ~$500K – $1M | $271.58 | +23.6% |
Jun 18, 2025 | VIGVanguard Dividend Appreciation ETFETF | — | Purchase | ~$500K – $1M | $199.14 | +18.4% |
Jun 18, 2025 | VGHYVanguard High-Yield Active ETFETF | — | Purchase | ~$500K – $1M | — | — |
Jun 18, 2025 | VGHYVanguard High-Yield Active ETFETF | — | Purchase | ~$1K – $15K | — | — |
Jun 18, 2025 | VONEVanguard Russell 1000 ETFETF | — | Purchase | ~$1M – $5M | $271.58 | +23.6% |
Jun 18, 2025 | VTEBVanguard Tax-Exempt Bond Index FundETF | — | Purchase | ~$1M – $5M | $48.80 | — |
Jun 18, 2025 | SHYiShares 1-3 Year Treasury Bond ETFETF | — | Purchase | ~$1M – $5M | $82.48 | -0.5% |
Jun 18, 2025 | USHYiShares Broad USD High Yield Corporate Bond ETFETF | — | Purchase | ~$250K – $500K | $37.05 | -0.2% |
Jun 18, 2025 | MUBiShares National Muni Bond ETFETF | — | Purchase | ~$1M – $5M | $103.97 | +3.0% |
Jun 18, 2025 | VGHYVanguard High-Yield Active ETFETF | — | Purchase | ~$1M – $5M | — | — |
Jun 18, 2025 | VIGVanguard Dividend Appreciation ETFETF | — | Purchase | ~$1M – $5M | $199.14 | +18.4% |
Jun 18, 2025 | VONEVanguard Russell 1000 ETFETF | — | Purchase | ~$5M – $25M | $271.58 | +23.6% |
Jun 17, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$5M – $25M | $163.44 | — |
Jun 16, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$5M – $25M | $164.89 | — |
Jun 10, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$250K – $500K | $168.81 | — |
Jun 9, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$25M – $50M | $166.94 | — |
Jun 6, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$500K – $1M | $166.71 | — |
Jun 6, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$25M – $50M | $166.71 | — |
Jun 5, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$5M – $25M | $165.38 | — |
Jun 4, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$25M – $50M | $164.16 | — |
May 30, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$25M – $50M | $162.79 | — |
May 29, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$5M – $25M | $159.62 | — |
May 27, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$1M – $5M | $160.14 | — |
May 20, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$5M – $25M | $165.87 | — |
May 19, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$1M – $5M | $169.14 | — |
May 19, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$25M – $50M | $169.14 | — |
May 16, 2025• | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$5M – $25M | $166.66 | — |