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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 1–34 of 34
| Security | Coupon | Maturity | Est. exposure | % of bonds & funds |
|---|---|---|---|---|
| Municipal bonds | ||||
NJ State EDL FACS Auth. Rev (Princeton University) Municipal bond · Debt exposure · 2 buys | — | — | $2M – $10M | 1.39% |
North Wildwood NJ Government Bond Municipal bond · Debt exposure · 2 buys | — | — | $2M – $10M | 1.39% |
New Jersey Transportation Trust Fund Authority Municipal bond · Debt exposure · 2 buys | — | — | $1.5M – $6M | 0.87% |
NJ State Turnpike Authority Government Bond Municipal bond · Debt exposure · 2 buys | — | — | $1.5M – $6M | 0.87% |
NJ State EDL Facilities Authority Revenue Bond (Princeton University) Municipal bond · Debt exposure · 1 buy | — | — | $1M – $5M | 0.69% |
ECCO Multi-family Real Estate Development Elizabeth NJ Municipal bond · Debt exposure · 1 buy | — | — | $1M – $5M | 0.69% |
Sea Isle City NJ Government Bond 4% Municipal bond · Debt exposure · 1 buy | 4% | — | $1M – $5M | 0.69% |
Washington Township NJ Gloucester Government Bond Municipal bond · Debt exposure · 1 buy | — | — | $1M – $5M | 0.69% |
Port Authority NY & NJ Revenue Bond 5% Municipal bond · Debt exposure · 1 buy | 5% | — | $1M – $5M | 0.69% |
NJ State Government Bonds Municipal bond · Debt exposure · 1 buy | — | — | $1M – $5M | 0.69% |
Sea Isle City NJ Government Bond Municipal bond · Debt exposure · 1 buy | — | — | $1M – $5M | 0.69% |
Willingboro Township NJ School District Municipal bond · Debt exposure · 1 buy | — | — | $1M – $5M | 0.69% |
Wildwood Crest NJ Government Bond Municipal bond · Debt exposure · 1 buy | — | — | $1M – $5M | 0.69% |
Freehold Township NJ Board of Education Government Bond Municipal bond · Debt exposure · 1 buy | — | — | $1M – $5M | 0.69% |
Secaucus NJ Government Bond Municipal bond · Debt exposure · 1 buy | — | — | $1M – $5M | 0.69% |
Egg Harbor Township NJ Government Bond Municipal bond · Debt exposure · 1 buy | — | — | $1M – $5M | 0.69% |
Parsippany Troy Hills Township NJ Government Bond Municipal bond · Debt exposure · 1 buy | — | — | $1M – $5M | 0.69% |
Lawrence Township NJ School District Government Bond Municipal bond · Debt exposure · 1 buy | — | — | $1M – $5M | 0.69% |
Sea Isle City New Jersey Government Bond 5% Municipal bond · Debt exposure · 1 buy | 5% | — | $500K – $1M | 0.17% |
Gloucester Country NJ Import Authority Rev Government Bond Municipal bond · Debt exposure · 1 buy | — | — | $500K – $1M | 0.17% |
Gloucester County NJ Impt. Authority Rev Municipal bond · Debt exposure · 1 buy | — | — | $500K – $1M | 0.17% |
Cranford Township NJ Board of Education Government Bond Municipal bond · Debt exposure · 1 buy | — | — | $500K – $1M | 0.17% |
Monmouth County NJ Import Authority Rev Government Bond Municipal bond · Debt exposure · 1 buy | — | — | $500K – $1M | 0.17% |
Gloucester County NJ Import Authority Rev Government Bond Municipal bond · Debt exposure · 1 buy | — | — | $250K – $500K | 0.09% |
| Funds | ||||
Franklin NJ Tax Free Income A Fund · 5 buys | — | — | $61M – $155M | 24.98% |
Invesco New Jersey Municipal Fund A Fund · 4 buys | — | — | $60M – $150M | 24.28% |
Nuveen Short Duration High Yield Muni Bond A Fund · 4 buys | — | — | $16M – $80M | 11.10% |
Nuveen NJ Municipal Bond A Fund · 4 buys | — | — | $16M – $80M | 11.10% |
PIMCO Income Fund Class A Shares Fund · 4 buys | — | — | $12M – $60M | 8.33% |
Allspring Short-Term Hi Inc A Fund · 4 buys | — | — | $3.5M – $16M | 2.25% |
BrandywineGLOBAL High Yield A Fund · 3 buys | — | — | $3M – $15M | 2.08% |
BrandywineGLOBAL - High Yield Fund Class A Fund · 1 buy | — | — | $1M – $5M | 0.69% |
KKR Global Impact Fund SBS (Unlevered) LP Fund · 1 sell | — | — | -$500K – -$250K | — |
KKR NGT Growth Fund II SBC (Unlevered) LP Fund · 1 sell | — | — | -$5M – -$1M | — |
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% |