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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
~$125.9M
-$351.9M – $603.8M+
Buys · Sells
Total transactions
101
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.
+5.05%
Portfolio
+20.66%
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.
101 transactions
Showing 1–100 of 101 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 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 | -1.1% |
Aug 4, 2025 | VTEBVanguard Tax-Exempt Bond Index FundETF | — | Purchase | ~$5M – $25M | $48.83 | +3.7% |
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 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 | -1.5% |
Jul 25, 2025 | VTEBVanguard Tax-Exempt Bond Index FundETF | — | Purchase | ~$5M – $25M | $48.56 | +4.3% |
Jul 25, 2025 | FALNiShares Fallen Angels USD Bond ETFETF | — | Purchase | ~$1M – $5M | $27.11 | -0.1% |
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 7, 2025 | PULSPGIM Ultra Short Bond ETFETF | — | Purchase | ~$1M – $5M | $49.60 | +0.0% |
Jul 7, 2025 | Nuveen Short Duration High Yield Muni Bond AFund | — | Purchase | ~$5M – $25M | — | — |
Jul 7, 2025 | JAAAJanus Henderson AAA CLO ETFETF | — | Purchase | ~$1M – $5M | $50.58 | -0.1% |
Jul 7, 2025 | SHYGiShares 0-5 Year High Yield Corporate Bond ETFETF | — | Purchase | ~$1M – $5M | $42.83 | -0.9% |
Jul 7, 2025 | VTEBVanguard Tax-Exempt Bond Index FundETF | — | Purchase | ~$25M – $50M | $49.00 | +3.3% |
Jul 7, 2025 | FALNiShares Fallen Angels USD Bond ETFETF | — | Purchase | ~$1M – $5M | $27.01 | +0.3% |
Jul 7, 2025 | BrandywineGLOBAL High Yield AFund | — | Purchase | ~$1M – $5M | — | — |
Jul 7, 2025 | Franklin NJ Tax Free Income AFund | — | Purchase | ~$25M – $50M | — | — |
Jul 7, 2025 | Nuveen NJ Municipal Bond AFund | — | Purchase | ~$5M – $25M | — | — |
Jul 7, 2025 | PIMCO Income Fund Class A SharesFund | — | Purchase | ~$5M – $25M | — | — |
Jul 7, 2025 | Invesco New Jersey Municipal Fund AFund | — | Purchase | ~$25M – $50M | — | — |
Jul 7, 2025 | Allspring Short-Term Hi Inc AFund | — | 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 Muni Bond AFund | — | Purchase | ~$5M – $25M | — | — |
Jun 23, 2025 | JAAAJanus Henderson AAA CLO ETFETF | — | Purchase | ~$1M – $5M | $50.72 | -0.3% |
Jun 23, 2025 | SHYGiShares 0-5 Year High Yield Corporate Bond ETFETF | — | Purchase | ~$1M – $5M | $42.82 | -0.9% |
Jun 23, 2025 | VTEBVanguard Tax-Exempt Bond Index FundETF | — | Purchase | ~$25M – $50M | $48.91 | +3.5% |
Jun 23, 2025 | FALNiShares Fallen Angels USD Bond ETFETF | — | Purchase | ~$1M – $5M | $26.84 | +0.5% |
Jun 23, 2025 | BrandywineGLOBAL High Yield AFund | — | Purchase | ~$1M – $5M | — | — |
Jun 23, 2025 | Franklin NJ Tax Free Income AFund | — | Purchase | ~$25M – $50M | — | — |
Jun 23, 2025 | Nuveen NJ Municipal Bond AFund | — | Purchase | ~$5M – $25M | — | — |
Jun 23, 2025 | PIMCO Income Fund Class A SharesFund | — | Purchase | ~$5M – $25M | — | — |
Jun 23, 2025 | Invesco New Jersey Municipal Fund AFund | — | Purchase | ~$25M – $50M | — | — |
Jun 23, 2025 | Allspring Short-Term Hi Inc AFund | — | Purchase | ~$1M – $5M | — | — |
Jun 20, 2025 | FISVFiserv, Inc. Common StockStock | SERVICES-BUSINESS SERVICES, NEC | Sale | ~$250K – $500K | $163.38 | — |
Jun 18, 2025 | VTEBVanguard Tax-Exempt Bond Index FundETF | — | Purchase | ~$1M+ | $48.80 | — |
Jun 18, 2025 | SHYiShares 1-3 Year Treasury Bond ETFStock | — | Purchase | ~$1M+ | — | — |
Jun 18, 2025 | MUBiShares National Muni Bond ETFETF | — | Purchase | ~$1M+ | $103.97 | — |
Jun 18, 2025 | VGHYVanguard High-Yield Active ETFStock | — | Purchase | ~$1M+ | — | — |
Jun 18, 2025 | VIGVanguard Dividend Appreciation ETFStock | — | Purchase | ~$1M+ | $199.14 | — |
Jun 18, 2025 | VONEVanguard Russell 1000 ETFETF | — | Purchase | ~$1M+ | $271.58 | — |
Jun 18, 2025 | SHYiShares 1-3 Year Treasury Bond ETFETF | — | Purchase | ~$100K – $250K | $82.48 | -0.7% |
Jun 18, 2025 | USHYiShares Broad USD High Yield Corporate Bond ETFETF | — | Purchase | ~$15K – $50K | $37.05 | -0.7% |
Jun 18, 2025 | VTEBVanguard Tax-Exempt Bond Index FundETF | — | Purchase | ~$50K – $100K | $48.80 | +3.8% |
Jun 18, 2025 | MUBiShares National Muni Bond ETFETF | — | Purchase | ~$50K – $100K | $103.97 | +3.6% |
Jun 18, 2025 | VGHYVanguard High-Yield Active ETFETF | — | Purchase | ~$250K – $500K | — | — |
Jun 18, 2025 | VONEVanguard Russell 1000 ETFETF | — | Purchase | ~$500K – $1M | $271.58 | +24.4% |
Jun 18, 2025 | VIGVanguard Dividend Appreciation ETFETF | — | Purchase | ~$500K – $1M | $199.14 | +18.5% |
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 | +24.4% |
Jun 18, 2025 | VTEBVanguard Tax-Exempt Bond Index FundETF | — | Purchase | ~$1M – $5M | $48.80 | +3.8% |
Jun 18, 2025 | SHYiShares 1-3 Year Treasury Bond ETFETF | — | Purchase | ~$1M – $5M | $82.48 | -0.6% |
Jun 18, 2025 | USHYiShares Broad USD High Yield Corporate Bond ETFETF | — | Purchase | ~$250K – $500K | $37.05 | -0.7% |
Jun 18, 2025 | MUBiShares National Muni Bond ETFETF | — | Purchase | ~$1M – $5M | $103.97 | +3.6% |
Jun 18, 2025 | VGHYVanguard High-Yield Active ETFETF | — | Purchase | ~$1M – $5M | — | — |
Jun 18, 2025 | VIGVanguard Dividend Appreciation ETFETF | — | Purchase | ~$1M – $5M | $199.14 | +18.5% |
Jun 18, 2025 | VONEVanguard Russell 1000 ETFETF | — | Purchase | ~$5M – $25M | $271.58 | +24.4% |
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 | — |