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Member, Board of Governors · 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
~-$4.6M
-$7.8M – -$1.4M
Buys · Sells
Total transactions
77
Latest filing Apr 25, 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.
+3.71%
Portfolio
+7.06%
S&P 500 · same dates
Activity timeline
Estimated purchase vs sale volume by month. Values are midpoints of OGE ranges.
Best performer
BBHL
69 securities
| Security | Est. net exposure | % of portfolio | Return | vs S&P 500 |
|---|---|---|---|---|
IVV ISHARES S&P 500 INDEX FUND Fund · 1 buy | $500K – $1M | 44.4% | — | — |
S&P 500 Future Opened ETF · 1 buy | $250K – $500K | 22.2% | — | — |
SHYD VanEck Vectors Short High-Yield Municipal Index ETF ETF · 2 buys | $200K – $500K | 20.7% | — | — |
TLT iShares 20+ Year Treasury Bond ETF ETF · 2 buys | $115K – $300K | 12.3% | — | — |
BBHL BBH SELECT LARGE CAP ETF ETF · 1 buy | $1K – $15K | 0.5% | +3.71% | -3.35% |
LLY Eli Lilly & Co. Stock · 1 sell | -$15K – -$1K | — | — | — |
NVO Novo Nordisk Stock · 1 sell | -$15K – -$1K | — | — | — |
NVR NVR Inc. Stock · 1 sell | -$15K – -$1K | — | — | — |
TTC Toro Co Stock · 1 sell | -$15K – -$1K | — | — | — |
WSC Willscot Mobile Mini Holdings Co. Stock · 1 sell | -$15K – -$1K | — | — | — |
ABT Abbott Laboratories Stock · 1 sell | -$50K – -$15K | — | — | — |
WMS Advanced Drainage System Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
AMAT Applied Materials Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
AptaraGroup Inc Stock · 1 sell | -$50K – -$15K | — | — | — |
ANET Arista Networks Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
ADP Automatic Data Processing Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
BFAM Bright Horizons Family Solutions Stock · 1 sell | -$50K – -$15K | — | — | — |
BRO Brown & Brown Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
BRKR Bruker Corp Stock · 1 sell | -$50K – -$15K | — | — | — |
CDNS Cadence Design Systems Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
CBRE CBRE Group Stock · 1 sell | -$50K – -$15K | — | — | — |
DAR Darling Ingredients Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
ENTG Entegris Inc Stock · 1 sell | -$50K – -$15K | — | — | — |
GFL GFL Environmental Stock · 1 sell | -$50K – -$15K | — | — | — |
GLOB Globant SA Stock · 1 sell | -$50K – -$15K | — | — | — |
GXO GXO Logistics Incorporated Stock · 1 sell | -$50K – -$15K | — | — | — |
HEI Heico Corp Stock · 1 sell | -$50K – -$15K | — | — | — |
ICLR Icon PLC Stock · 1 sell | -$50K – -$15K | — | — | — |
KEYS Keysight Technologies Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
LPLA LPL Financial Holdings Inc Stock · 1 sell | -$50K – -$15K | — | — | — |
NKE Nike Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
OTIS Otis Worldwide Corporation Stock · 1 sell | -$50K – -$15K | — | — | — |
PG Procter & Gamble Stock · 1 sell | -$50K – -$15K | — | — | — |
PGR Progressive Corp Ohio Stock · 1 sell | -$50K – -$15K | — | — | — |
FOUR Shift4 Payments Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
TTWO Take-Two Interactive Software Stock · 1 sell | -$50K – -$15K | — | — | — |
TMO Thermo Fisher Scientific Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
ULS UL Solutions Inc. SERVICES-TESTING LABORATORIES · 1 sell | -$50K – -$15K | — | — | — |
UNH United Health Group Stock · 1 sell | -$50K – -$15K | — | — | — |
VMC Vulcan Materials Co. Stock · 1 sell | -$50K – -$15K | — | — | — |
WSO Watsco Inc Stock · 1 sell | -$50K – -$15K | — | — | — |
WST West Pharmaceutical Services Inc. Stock · 1 sell | -$50K – -$15K | — | — | — |
WH Wyndham Hotels & Resorts Inc Stock · 1 sell | -$50K – -$15K | — | — | — |
ZBRA Zebra Technologies Corp. Stock · 1 sell | -$50K – -$15K | — | — | — |
FNMA FNMA (Fannie Mae)4× mentioned Stock · 2 sells | -$65K – -$16K | — | — | — |
ADBE Adobe Inc Stock · 1 sell | -$100K – -$50K | — | — | — |
ALC Alcon Inc. Stock · 1 sell | -$100K – -$50K | — | — | — |
AMZN Amazon.com Inc. Stock · 1 sell | -$100K – -$50K | — | — | — |
AJG Arthur J. Gallagher & Co. Stock · 1 sell | -$100K – -$50K | — | — | — |
BKNG Booking Holdings Inc. Stock · 1 sell | -$100K – -$50K | — | — | — |
COST Costco Wholesale Corp Stock · 1 sell | -$100K – -$50K | — | — | — |
GWRE Guidewire Software Inc Stock · 1 sell | -$100K – -$50K | — | — | — |
SPGI S&P Global Inc Stock · 1 sell | -$100K – -$50K | — | — | — |
TXN Texas Instruments Inc Stock · 1 sell | -$100K – -$50K | — | — | — |
ZTS Zoetis Inc Stock · 1 sell | -$100K – -$50K | — | — | — |
IYT iShares Transportation Average ETF ETF · 1 sell | -$250K – -$100K | — | — | — |
GOOGL Alphabet Inc. Stock · 1 sell | -$250K – -$100K | — | — | — |
BRK.B Berkshire Hathaway Inc. Stock · 1 sell | -$250K – -$100K | — | — | — |
KLAC KLA Corporation Stock · 1 sell | -$250K – -$100K | — | — | — |
LIN Linde PLC Stock · 1 sell | -$250K – -$100K | — | — | — |
MA Mastercard Incorporated Stock · 1 sell | -$250K – -$100K | — | — | — |
MSFT Microsoft Corp1× mentioned Stock · 1 sell | -$250K – -$100K | — | — | — |
ORCL Oracle Corp. Stock · 1 sell | -$250K – -$100K | — | — | — |
WM Waste Management Inc. Stock · 1 sell | -$250K – -$100K | — | — | — |
S&P 500 futures option opened ETF · 1 sell | -$500K – -$250K | — | — | — |
S&P 500 Future Closed Municipal bond · 1 sell | -$500K – -$250K | — | — | — |
XLF Financial Select Sector SPDR Fund Stock · 2 sells | -$550K – -$265K | — | — | — |
Bhon Limited Duration Fund Class I Fund · 1 sell | -$1M – -$500K | — | — | — |
BBH Wealth Strategies LLC Clarkston Capital Partners Small/Mid Cap Series Fund · 5 sells | -$1.3M – -$500K | — | — | — |
77 transactions
Showing 1–77 of 77 transactions
| Date | Company | Sector | Type | Amount | Exec. Price | Return |
|---|---|---|---|---|---|---|
Mar 2, 2026 | BBH Wealth Strategies LLC Clarkston Capital Partners Small/Mid Cap SeriesFund | — | Sale | ~$100K – $250K | — | — |
Mar 2, 2026 | Bhon Limited Duration Fund Class IFund | — | Sale | ~$500K – $1M | — | — |
Feb 20, 2026 | BBH Wealth Strategies LLC Clarkston Capital Partners Small/Mid Cap SeriesFund | — | Sale | ~$100K – $250K | — | — |
Feb 6, 2026 | BBH Wealth Strategies LLC Clarkston Capital Partners Small/Mid Cap SeriesFund | — | Sale | ~$100K – $250K | — | — |
Jan 30, 2026 | BBH Wealth Strategies LLC Clarkston Capital Partners Small/Mid Cap SeriesFund | — | Sale | ~$100K – $250K | — | — |
Jan 21, 2026 | BBH Wealth Strategies LLC Clarkston Capital Partners Small/Mid Cap SeriesFund | — | Sale | ~$100K – $250K | — | — |
Jan 20, 2026 | BBHLBBH SELECT LARGE CAP ETFETF | — | Purchase | ~$1K – $15K | $16.13 | +3.7% |
Nov 14, 2025 | IVVISHARES S&P 500 INDEX FUNDFund | — | Purchase | ~$500K – $1M | — | — |
Jun 13, 2025 | SHYDVanEck Vectors Short High-Yield Municipal Index ETFETF | — | Purchase | ~$100K – $250K | — | — |
Jun 9, 2025 | ZTSZoetis IncStock | — | Sale | ~$50K – $100K | — | — |
Jun 9, 2025 | ZBRAZebra Technologies Corp.Stock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | WHWyndham Hotels & Resorts IncStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | WSCWillscot Mobile Mini Holdings Co.Stock | — | Sale | ~$1K – $15K | — | — |
Jun 9, 2025 | WSTWest Pharmaceutical Services Inc.Stock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | WSOWatsco IncStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | WMWaste Management Inc.Stock | — | Sale | ~$100K – $250K | — | — |
Jun 9, 2025 | VMCVulcan Materials Co.Stock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | UNHUnited Health GroupStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | ULSUL Solutions Inc.Stock | SERVICES-TESTING LABORATORIES | Sale | ~$15K – $50K | $70.55 | — |
Jun 9, 2025 | TTCToro CoStock | — | Sale | ~$1K – $15K | — | — |
Jun 9, 2025 | TMOThermo Fisher Scientific Inc.Stock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | TXNTexas Instruments IncStock | — | Sale | ~$50K – $100K | — | — |
Jun 9, 2025 | TTWOTake-Two Interactive SoftwareStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | FOURShift4 Payments Inc.Stock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | SPGIS&P Global IncStock | — | Sale | ~$50K – $100K | — | — |
Jun 9, 2025 | PGRProgressive Corp OhioStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | PGProcter & GambleStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | OTISOtis Worldwide CorporationStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | ORCLOracle Corp.Stock | — | Sale | ~$100K – $250K | — | — |
Jun 9, 2025 | NVRNVR Inc.Stock | — | Sale | ~$1K – $15K | — | — |
Jun 9, 2025 | NVONovo NordiskStock | — | Sale | ~$1K – $15K | — | — |
Jun 9, 2025 | NKENike Inc.Stock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | — | Sale | ~$100K – $250K | — | — | |
Jun 9, 2025 | MAMastercard IncorporatedStock | — | Sale | ~$100K – $250K | — | — |
Jun 9, 2025 | LPLALPL Financial Holdings IncStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | LINLinde PLCStock | — | Sale | ~$100K – $250K | — | — |
Jun 9, 2025 | KLACKLA CorporationStock | — | Sale | ~$100K – $250K | — | — |
Jun 9, 2025 | KEYSKeysight Technologies Inc.Stock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | ICLRIcon PLCStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | HEIHeico CorpStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | GXOGXO Logistics IncorporatedStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | GWREGuidewire Software IncStock | — | Sale | ~$50K – $100K | — | — |
Jun 9, 2025 | GLOBGlobant SAStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | GFLGFL EnvironmentalStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | ENTGEntegris IncStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | LLYEli Lilly & Co.Stock | — | Sale | ~$1K – $15K | — | — |
Jun 9, 2025 | DARDarling Ingredients Inc.Stock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | COSTCostco Wholesale CorpStock | — | Sale | ~$50K – $100K | — | — |
Jun 9, 2025 | CBRECBRE GroupStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | CDNSCadence Design Systems Inc.Stock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | BRKRBruker CorpStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | BROBrown & Brown Inc.Stock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | BFAMBright Horizons Family SolutionsStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | BKNGBooking Holdings Inc.Stock | — | Sale | ~$50K – $100K | — | — |
Jun 9, 2025 | BRK.BBerkshire Hathaway Inc.Stock | — | Sale | ~$100K – $250K | — | — |
Jun 9, 2025 | ADPAutomatic Data Processing Inc.Stock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | AJGArthur J. Gallagher & Co.Stock | — | Sale | ~$50K – $100K | — | — |
Jun 9, 2025 | ANETArista Networks Inc.Stock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | AptaraGroup IncStock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | AMATApplied Materials Inc.Stock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | AMZNAmazon.com Inc.Stock | — | Sale | ~$50K – $100K | — | — |
Jun 9, 2025 | GOOGLAlphabet Inc.Stock | — | Sale | ~$100K – $250K | — | — |
Jun 9, 2025 | ALCAlcon Inc.Stock | — | Sale | ~$50K – $100K | — | — |
Jun 9, 2025 | WMSAdvanced Drainage System Inc.Stock | — | Sale | ~$15K – $50K | — | — |
Jun 9, 2025 | ADBEAdobe IncStock | — | Sale | ~$50K – $100K | — | — |
Jun 9, 2025 | ABTAbbott LaboratoriesStock | — | Sale | ~$15K – $50K | — | — |
Jun 5, 2025 | IYTiShares Transportation Average ETFETF | — | Sale | ~$100K – $250K | — | — |
Jun 5, 2025 | — | Sale | ~$15K – $50K | — | — | |
Jun 5, 2025 | XLFFinancial Select Sector SPDR FundStock | — | Sale | ~$250K – $500K | — | — |
May 20, 2025 | TLTiShares 20+ Year Treasury Bond ETFETF | — | Purchase | ~$100K – $250K | — | — |
May 16, 2025 | TLTiShares 20+ Year Treasury Bond ETFETF | — | Purchase | ~$15K – $50K | — | — |
May 16, 2025 | — | Sale | ~$1K – $15K | — | — | |
May 16, 2025 | XLFFinancial Select Sector SPDR FundStock | — | Sale | ~$15K – $50K | — | — |
May 2, 2025 | S&P 500 Future ClosedBond | Municipal bond | Sale | ~$250K – $500K | — | — |
Apr 15, 2025 | SHYDVanEck Vectors Short High-Yield Municipal Index ETFETF | — | Purchase | ~$100K – $250K | — | — |
Mar 5, 2025 | S&P 500 futures option openedETF | — | Sale | ~$250K – $500K | — | — |
Mar 5, 2025 | S&P 500 Future OpenedETF | — | Purchase | ~$250K – $500K | — | — |