Congressional Trades › Executive Branch
Executive Branch
The President and Vice President, periodic transaction reports (OGE Form 278-T) and annual disclosures on the public record
Donald J. TrumpPresident of the United StatesR 8,909 trades
J.D. VanceVice President of the United StatesR 0 trades
Executive-branch officials file with the Office of Government Ethics, not the House or Senate; the White House publishes the President’s and Vice President’s reports, and its senior staff’s, at whitehouse.gov/disclosures. Staff filings are in the table below.
White House Staff
174 staff members file a financial disclosure; 23 of them reported transactions, across 64 periodic transaction reports
579Transactions
$27.0MTrade Volume (est.)
174Filers
143Late noticerows the form flags
| Filer | Position as the form states it | Reports | Transactions | Holdings (est.) | Newest report |
|---|---|---|---|---|---|
| Joel Zinberg | Special Assistant to the President, Trump-Vance (2025) - White House | 13 | 106 | $41.0M | Mar 13, 2026 |
| Stephen Kenny | Deputy Counsel to the President, Trump-Vance (2025) - White House | 8 | 66 | $1.9M | Jan 28, 2026 |
| Alina Bulazel | Director of the Office of the Deputy Chief of Staff for Policy, Trump-Vanc… | 1 | 60 | $22.6M | Aug 13, 2025 |
| Jackson Lane | Special Assistant to the President for Domestic Policy, Trump-Vance (2025)… | 1 | 58 | $145K | Feb 24, 2026 |
| Christopher Escobedo | Associate Director for Political Affairs, Trump-Vance (2025) - White House | 1 | 48 | $555K | Apr 26, 2025 |
| Andrew Dziedzic | Special Assistant to the President and Senate Legislative Affairs Liaison,… | 1 | 46 | $558K | Jan 5, 2026 |
| Andrew Lyon | Special Assistant to the President for Economic Policy, Trump-Vance (2025)… | 4 | 39 | $35.9M+ | Aug 16, 2025 |
| William Scharf | White House Staff Secretary, Trump-Vance (2025) - White House | 7 | 37 | $2.8M | Mar 4, 2026 |
| David Donaldson | Grant Coordinator, Trump-Vance (2025) - White House | 4 | 32 | not shown | Feb 12, 2026 |
| Stephen Miller | Deputy Chief of Staff for Policy and Homeland Security Advisor, Trump-Vanc… | 1 | 27 | $2.2M+ | Aug 29, 2025 |
| Ryan Baasch | Deputy Assistant to the President for Economic Policy, Trump-Vance (2025) … | 3 | 22 | $924K | Jan 26, 2026 |
| Jared Borg | Deputy Director of White House Office of Intergovernmental Affairs, Trump-… | 1 | 7 | debts exceed assets | May 8, 2025 |
| Scott Centorino | Special Assistant to the President for Domestic Policy, Trump-Vance (2025)… | 2 | 6 | $139K | Nov 18, 2025 |
| Daniel Burrows | Deputy Staff Secretary, Trump-Vance (2025) - White House | 2 | 4 | $5.2M | Oct 30, 2025 |
| Matthew McMullan | Deputy Director, Office of Legislative Affairs, Trump-Vance (2025) - White… | 4 | 4 | $451K | Jan 15, 2026 |
| Susie Wiles | Assistant to the President and Chief of Staff, Trump-Vance (2025) - White … | 1 | 3 | $5.1M | Jun 13, 2025 |
| Gineen Bresso | Principal Deputy Counsel to the President, Trump-Vance (2025) - White House | 3 | 3 | $3.0M | Feb 25, 2026 |
| David Warrington | Assistant to the President and Counsel to the President, Trump-Vance (2025… | 1 | 3 | $1.8M | May 5, 2025 |
| Daniel Scavino | Deputy Chief of Staff, Trump-Vance (2025) - White House | 1 | 2 | $5.2M | May 20, 2025 |
| Kyser Blakely | Senior Policy Advisor, Trump-Vance (2025) - White House | 1 | 2 | $1.4M | Aug 14, 2025 |
| Daniel Tiso | Special Assistant to the President and Deputy Director of Press Advance, T… | 2 | 2 | $393K | Aug 1, 2025 |
| Sergio Gor | Director of the Office of Presidential Personnel, Trump-Vance (2025) - Whi… | 1 | 1 | $4.1M | May 20, 2025 |
| Jacalynne Klopp | DAP and Advisor, Trump-Vance (2025) - White House | 1 | 1 | $2.0M | Nov 25, 2025 |
| Raymond Cox | Special Assistant to the President for International Economic Relations, T… | 0 | 0 | $50.3M | — |
| Robert Hines | Executive Director for the Presidential Council of Advisors for Digital As… | 0 | 0 | $37.9M | — |
| Taylor Budowich | Deputy Chief of Staff for Communications and Cabinet Affairs, Trump-Vance … | 0 | 0 | $21.1M | — |
| Michael Blair | Deputy Chief of Staff, Trump-Vance (2025) - White House | 0 | 0 | $18.8M | — |
| Kevin Hassett | Director of the National Economic Council, Trump-Vance (2025) - White House | 0 | 0 | $18.1M | — |
| Michael Waltz | Assistant to the President and National Security Advisor, Trump-Vance (202… | 0 | 0 | $9.3M | — |
| Jeffrey Freeland | Deputy Director of the Office of Legislative Affairs for the House, Trump-… | 0 | 0 | $9.1M | — |
| Daniel Wasserman | Special Assistant to the President for Domestic Policy, Trump-Vance (2025)… | 0 | 0 | $7.9M | — |
| Thomas Homan | Assistant to the President and Border Czar, Trump-Vance (2025) - White House | 0 | 0 | $6.9M | — |
| John Hiller | Director of Advance, Trump-Vance (2025) - White House | 0 | 0 | $5.8M | — |
| Robin Colwell | Deputy Director of the National Economic Council, Trump-Vance (2025) - Whi… | 0 | 0 | $5.2M | — |
| Christine Glassner | Deputy Director of Intergovernmental Affairs for Local and Tribal Governme… | 0 | 0 | $5.0M | — |
| Morgan DeWitt | Deputy Assistant to the President for Personnel, Trump-Vance (2025) - Whit… | 0 | 0 | $4.5M | — |
| Lynne Patton | Deputy Assistant to the President for Coalition Policy & Engagement, Trump… | 0 | 0 | $3.9M | — |
| Michael Friedman | Special Assistant to the President for Presidential Personnel, Trump-Vance… | 0 | 0 | $3.9M | — |
| Alex Flemister | Director of Strategic Initiatives, Trump-Vance (2025) - White House | 0 | 0 | $3.7M | — |
| Stephen Siao | Special Assistant to the President for Legislative Affairs, Trump-Vance (2… | 0 | 0 | $3.5M | — |
| Isaiah Wartman | Special Assistant to the President for Personnel, Trump-Vance (2025) - Whi… | 0 | 0 | $3.4M | — |
| Alex Wong | Assistant to the President and Deputy National Security Advisor, Trump-Van… | 0 | 0 | $3.0M | — |
| James Sherk | Special Assistant to the President for Domestic Policy, Trump-Vance (2025)… | 0 | 0 | $2.3M | — |
| Peter Navarro | Senior Counselor for Trade and Manufacturing, Trump-Vance (2025) - White H… | 0 | 0 | $2.1M | — |
| Scott Gast | Deputy Counsel to the President, Trump-Vance (2025) - White House | 0 | 0 | $1.9M | — |
| Jennifer Korn | Deputy Assistant to the President and Director for Faith and Public Policy… | 0 | 0 | $1.9M | — |
| Jarrod Agen | Assistant to the President and Executive Director of the National Energy D… | 0 | 0 | $1.9M | — |
| Jacob Marco | Special Assistant to the President for Economic Policy, Trump-Vance (2025)… | 0 | 0 | $1.8M | — |
| Brand Kroeger | Special Assistant to the President for Personnel, Trump-Vance (2025) - Whi… | 0 | 0 | $1.7M | — |
| Clark Milner | Senior Policy Advisor to the Deputy Chief of Staff, Trump-Vance (2025) - W… | 0 | 0 | $1.7M | — |
| Alexandra Veletsis | Director of the White House Visitors Office, Trump-Vance (2025) - White Ho… | 0 | 0 | $1.6M | — |
| Meghan Bauer | Director of Scheduling, Trump-Vance (2025) - White House | 0 | 0 | $1.6M | — |
| Sean Hayes | Deputy Assistant to the President and Deputy White House Counsel, Trump-Va… | 0 | 0 | $1.5M | — |
| Paige Willey | Deputy Assistant to the President for Economic Policy, Trump-Vance (2025) … | 0 | 0 | $1.4M | — |
| Sylvia Mailman | Senior Policy Strategist, Trump-Vance (2025) - White House | 0 | 0 | $1.2M | — |
| Jeffrey Wrase | Special Assistant to the President for Economic Policy, National Economic … | 0 | 0 | $1.2M | — |
| Gary Lawkowski | Deputy Assistant to the President and Deputy Counsel to the President, Tru… | 0 | 0 | $1.2M | — |
| Kara Frederick | Senior Policy Advisor to the Deputy Chief of Staff, Trump-Vance (2025) - W… | 0 | 0 | $1.1M | — |
| Abigail Jackson | Special Assistant to the President and Deputy Press Secretary, Trump-Vance… | 0 | 0 | $1.0M | — |
| Sarah Gesiriech | Director of Policy for the Office of the First Lady, Trump-Vance (2025) - … | 0 | 0 | $979K | — |
| Emily Underwood | Deputy Assistant to the President and Senior Policy Strategist, Trump-Vanc… | 0 | 0 | $964K | — |
| Ashley Walukevich | Associate Director for Political Affairs, Trump-Vance (2025) - White House | 0 | 0 | $960K | — |
| Andrew Baker | National Security Advisor and Deputy Assistant to the President, Trump-Van… | 0 | 0 | $886K | — |
| Samuel Adkisson | Special Assistant to the President and Associate Counsel, Trump-Vance (202… | 0 | 0 | $878K | — |
| Desiree Sayle | Director of Presidential Correspondence, Trump-Vance (2025) - White House | 0 | 0 | $844K | — |
| Paul Ney | Legal Advisor for the National Security Council, Trump-Vance (2025) - Whit… | 0 | 0 | $840K | — |
| Walker Barrett | Assistant for the President for Policy, Trump-Vance (2025) - White House | 0 | 0 | $819K | — |
| Stanley Woodward | Senior Counselor, Trump-Vance (2025) - White House | 0 | 0 | $800K | — |
| Sean Cooksey | Counsel, Trump-Vance (2025) - Office of the Vice President | 0 | 0 | $794K | — |
| Hannah Zakaria | DAP and Director of White House Operations, Trump-Vance (2025) - White House | 0 | 0 | $733K | — |
| Hailey Borden | Deputy Director of the Office of Public Liaison, Trump-Vance (2025) - Whit… | 0 | 0 | $724K | — |
| Theodore Merkel | Special Assistant to the President for Domestic Policy, Trump-Vance (2025)… | 0 | 0 | $695K | — |
| Kush Desai | Special Assistant to the President and Senior Deputy Press Secretary, Trum… | 0 | 0 | $632K | — |
| James Goyer | Director of the Office of Public Liaison, Trump-Vance (2025) - White House | 0 | 0 | $627K | — |
| Nicholas Luna | Deputy Chief of Staff for Strategic Implementation, Trump-Vance (2025) - W… | 0 | 0 | $622K | — |
| Alexander Pfeiffer | Principal Deputy Communications Director, Trump-Vance (2025) - White House | 0 | 0 | $609K | — |
| Robert Gabriel | Assistant to the President for Policy, Trump-Vance (2025) - White House | 0 | 0 | $558K | — |
| Bryan Gray | Deputy Chief of Staff, Trump-Vance (2025) - Office of the Vice President | 0 | 0 | $523K | — |
| Ross Worthington | Director of Speechwriting, Trump-Vance (2025) - White House | 0 | 0 | $516K | — |
| Kassandra Dulin | Special Assistant to the President and Policy Advisor, White House Faith O… | 0 | 0 | $498K | — |
| Alexander Meyer | Director of the Office of Intergovernmental Affairs, Trump-Vance (2025) - … | 0 | 0 | $492K | — |
| Stuart McCommas | Special Assistant to the President and Deputy Counsel to the President, Tr… | 0 | 0 | $478K | — |
| Taylor Van Kirk | Press Secretary and Special Assistant to the President, Trump-Vance (2025)… | 0 | 0 | $452K | — |
| Gene Hamilton | Special Assistant to the President and Senior Counsel, Trump-Vance (2025) … | 0 | 0 | $394K | — |
| Margo Martin | Special Assistant to the President and Communications Advisor, Trump-Vance… | 0 | 0 | $383K | — |
| James Gillespie | Special Assistant to the President for Legislative Affairs, Trump-Vance (2… | 0 | 0 | $371K | — |
| Martin Marks | Special Assistant to the President and Director of Jewish Outreach, Trump-… | 0 | 0 | $355K | — |
| Samuel Adolphsen | Deputy Assistant to the President for Domestic Policy, Trump-Vance (2025) … | 0 | 0 | $351K | — |
| Bryan Brody | House Legislative Affairs Liaison, Trump-Vance (2025) - White House | 0 | 0 | $329K | — |
| Robert Placek | Deputy Director of Advance, Trump-Vance (2025) - White House | 0 | 0 | $312K | — |
| Vincent Haley | Director of the Domestic Policy Council, Trump-Vance (2025) - White House | 0 | 0 | $282K | — |
| Nicholas Clemens | Director of Communications for the Office of the First Lady, Trump-Vance (… | 0 | 0 | $281K | — |
| Samuel Mangold-Lenett | Presidential Speechwriter, Trump-Vance (2025) - White House | 0 | 0 | $280K | — |
| Cameron Connor | Director of Cabinet Affairs, Trump-Vance (2025) - White House | 0 | 0 | $277K | — |
| Anna Kelly | Special Assistant to the President and Principal Deputy Press Secretary, T… | 0 | 0 | $267K | — |
| Patrick Adams | Deputy Assistant to the President and Press Advisor, Trump-Vance (2025) - … | 0 | 0 | $266K | — |
| Luke Garoufalis | Special Assistant to the President for Trade and Manufacturing Policy, Tru… | 0 | 0 | $264K | — |
| Ronald Kurtz | Special Assistant to the President for Personnel, Trump-Vance (2025) - Whi… | 0 | 0 | $253K | — |
| Cameron Sadler | Executive Assistant to the Chief of Staff, Trump-Vance (2025) - White House | 0 | 0 | $252K | — |
| Emily Biddle | Director of Special Projects, Trump-Vance (2025) - White House | 0 | 0 | $248K | — |
| Daniel Jorjani | Deputy Assistant to the President and Deputy Counsel to the President, Tru… | 0 | 0 | $248K | — |
| Lea Bardon | Director of Cabinet Affairs, Trump-Vance (2025) - White House | 0 | 0 | $232K | — |
| James Sikma | Deputy Assistant to the President for Domestic Policy, Trump-Vance (2025) … | 0 | 0 | $226K | — |
| Thomas Thorgersen | Director of the Travel Office, Trump-Vance (2025) - White House | 0 | 0 | $223K | — |
| Wells King | Special Assistant to the President for Domestic Policy, Trump-Vance (2025)… | 0 | 0 | $219K | — |
| Cale Clingenpeel | Deputy Assistant to the President for Economic Policy & Deputy Director, N… | 0 | 0 | $217K | — |
| Jessica Malanga | Special Assistant to the President for Public Affairs, Trump-Vance (2025) … | 0 | 0 | $215K | — |
| William Martin | Communications Director, Trump-Vance (2025) - Office of the Vice President | 0 | 0 | $212K | — |
| Jacob Reses | Chief of Staff to the Vice President, Trump-Vance (2025) - Office of the V… | 0 | 0 | $211K | — |
| Jacob Schneider | Special Assistant to the President and Rapid Response Director, Trump-Vanc… | 0 | 0 | $210K | — |
| Waltine Nauta | Director of Oval Office Operations, Trump-Vance (2025) - White House | 0 | 0 | $208K | — |
| Sarah Schuringa | Special Assistant to the President and Executive Assistant to the Chief of… | 0 | 0 | $205K | — |
| Hannah Huemme | Special Assistant to the President and Director of External Affairs, Trump… | 0 | 0 | $188K | — |
| Sarah Calvis | Special Assistant to the President for Presidential Personnel, Trump-Vance… | 0 | 0 | $187K | — |
| Kaelan Dorr | Principal Deputy Communications Director, Head of Digital Strategy, Trump-… | 0 | 0 | $183K | — |
| Hayley Harrison | Chief of Staff for the Office of the First Lady, Trump-Vance (2025) - Whit… | 0 | 0 | $182K | — |
| William Harrison | Deputy Chief of Staff for Operations, Trump-Vance (2025) - White House | 0 | 0 | $182K | — |
| Patrick MacDonnell | Special Assistant to the President and Presidential Speechwriter, Trump-Va… | 0 | 0 | $181K | — |
| Shannon Fisher | Chief of Staff to the Second Lady, Trump-Vance (2025) - Office of the Vice… | 0 | 0 | $175K | — |
| Venetia Resciniti | SPECIAL ASSISTANT TO THE PRESIDENT AND SENIOR ASSOCIATE STAFF SECRETARY, T… | 0 | 0 | $170K | — |
| Gabriel Perez | Technical Advisor, Trump-Vance (2025) - White House | 0 | 0 | $144K | — |
| Heidi Overton | Deputy Assistant to the President for Domestic Policy, Trump-Vance (2025) … | 0 | 0 | $141K | — |
| Madeline Seaman | Special Assistant to the President and Deputy Director for Faith Engagemen… | 0 | 0 | $137K | — |
| Sara Grove | Special Assistant to the President for Personnel, Trump-Vance (2025) - Whi… | 0 | 0 | $130K | — |
| Trent Morse | Deputy Director of the Office of Presidential Personnel, Trump-Vance (2025… | 0 | 0 | $124K | — |
| Taylor LaJoie | Special Assistant to the President for Legislative Affairs (Senate), Trump… | 0 | 0 | $123K | — |
| Joshua Hoyt | Special Assistant to the President and Associate Counsel, Trump-Vance (202… | 0 | 0 | $119K | — |
| McKenna Skeeters | Special Assistant to the President for Personnel, Trump-Vance (2025) - Whi… | 0 | 0 | $116K | — |
| Matthew Brasseaux | Director of the Office of Political Affairs, Trump-Vance (2025) - White Ho… | 0 | 0 | $108K | — |
| Saurabh Sharma | Special Assistant to the President for Personnel, Trump-Vance (2025) - Whi… | 0 | 0 | $104K | — |
| Chamberlain Harris | Executive Assistant to the President and Deputy Director of Oval Office Op… | 0 | 0 | $100K | — |
| Jack Rosemond | Special Assistant to the President for Legislative Affairs, Trump-Vance (2… | 0 | 0 | $97K | — |
| Abigail Delahoyde | Director of Operations, Trump-Vance (2025) - Office of the Vice President | 0 | 0 | $91K | — |
| Natalie Harp | Special Assistant to the President and Executive Assistant to the Presiden… | 0 | 0 | $90K | — |
| Mary Finzer | Special Assistant to the President & Director of Operations for the Office… | 0 | 0 | $81K | — |
| Natalie McIntyre | Senate Legislative Affairs Liaison, Trump-Vance (2025) - White House | 0 | 0 | $71K | — |
| Zachary Jones | Special Assistant to the President and Presidential Speechwriter, Trump-Va… | 0 | 0 | $67K | — |
| Jacob Page | Special Assistant to the President for Personnel, Trump-Vance (2025) - Whi… | 0 | 0 | $65K | — |
| Christopher Ambrosini | Deputy Assistant to the President for Strategic Implementation, Trump-Vanc… | 0 | 0 | $65K | — |
| Jordan Wood | Special Assistant to the President for the Office of Public Liaison, Trump… | 0 | 0 | $64K | — |
| Marie Policastro | Deputy Assistant to the President and Director of Presidential Scheduling,… | 0 | 0 | $56K | — |
| Robert Davis | Special Assistant to the President and Director of Research for Presidenti… | 0 | 0 | $49K | — |
| Tiffany Boguslawski | Special Assistant to the President and Deputy Director of Presidential Sch… | 0 | 0 | $49K | — |
| James Braid | Director of the Office of Legislative Affairs, Trump-Vance (2025) - White … | 0 | 0 | $44K | — |
| Charyssa Parent | Special Assistant to the President and Congressional Communications Direct… | 0 | 0 | $41K | — |
| Connor Hickey | Special Assistant to the President for Personnel, Trump-Vance (2025) - Whi… | 0 | 0 | $41K | — |
| Zoe Sophos | Deputy Chief of Staff, Office of the U.S. Trade Representative | 0 | 0 | $41K | — |
| Trevor Naglieri | Deputy Director of the Office of Political Affairs, Trump-Vance (2025) - W… | 0 | 0 | $33K | — |
| William Billbrough | Special Assistant to the President for Presidential Personnel, Trump-Vance… | 0 | 0 | $32K | — |
| Travis Creed | Special Assistant to the President for Presidential Personnel, Trump-Vance… | 0 | 0 | $28K | — |
| Brette Powell | Deputy Director of the Office of Public Liaison, Trump-Vance (2025) - Whit… | 0 | 0 | $16K | — |
| Jordan Cox | Legislative Affairs Liaison, Trump-Vance (2025) - White House | 0 | 0 | $16K | — |
| Karalee Geis | Special Assistant to the President for the Office of Public Liaison, Trump… | 0 | 0 | $16K | — |
| Ian Kelley | Special Assistant to the President and War Room Director, Trump-Vance (202… | 0 | 0 | $15K | — |
| Andrea Grace | Special Assistant to the President for Legislative Affairs, Trump-Vance (2… | 0 | 0 | $8K | — |
| Connor Reardon | Deputy Director of Intergovernmental Affairs, Trump-Vance (2025) - White H… | 0 | 0 | $8K | — |
| Daniel Boyle | Special Assistant to the President and Director of Research, Trump-Vance (… | 0 | 0 | $8K | — |
| Marshall Moreau | Associate Director for Political Affairs, Trump-Vance (2025) - White House | 0 | 0 | $4K | — |
| Joshua Fisher | Director of Management and Administration and Director of the Office of Ad… | 0 | 0 | $1 | — |
| Catharine Bailey | Special Assistant to the President and Senate Legislative Affairs Liaison,… | 0 | 0 | not shown | — |
| Chester Fields | Deputy Assistant to the President for Legislative Affairs, Trump-Vance (20… | 0 | 0 | debts exceed assets | — |
| Christopher Lynch | Special Assistant to the President for Presidential Correspondence, Trump-… | 0 | 0 | debts exceed assets | — |
| Eric Bledsoe | Special Assistant to the President for Domestic Policy, Trump-Vance (2025)… | 0 | 0 | debts exceed assets | — |
| Francis Aul | Special Assistant to the President and Associate Counsel, Trump-Vance (202… | 0 | 0 | debts exceed assets | — |
| Harrison Fields | Principal Deputy Press Secretary, Trump-Vance (2025) - White House | 0 | 0 | debts exceed assets | — |
| Jonathan George | Associate Director for Political Affairs, Trump-Vance (2025) - White House | 0 | 0 | debts exceed assets | — |
| Karoline Leavitt | Assistant to the President and Press Secretary, Trump-Vance (2025) - White… | 0 | 0 | debts exceed assets | — |
| Kevin Cline | Special Assistant to the President and Associate Counsel, Trump-Vance (202… | 0 | 0 | debts exceed assets | — |
| Lindsey Halligan | Senior Associate Staff Secretary, Trump-Vance (2025) - White House | 0 | 0 | debts exceed assets | — |
| Madison Klingsporn | Special Assistant to the President and Director of Media Affairs, Trump-Va… | 0 | 0 | debts exceed assets | — |
| Michael Johnson | Assistant Communications Director, Special Projects, Trump-Vance (2025) - … | 0 | 0 | debts exceed assets | — |
| Richard Chalkey | Special Assistant to the President for Legislative Affairs, Trump-Vance (2… | 0 | 0 | debts exceed assets | — |
| Steven Cheung | Director of Communications, Trump-Vance (2025) - White House | 0 | 0 | not shown | — |
| Steven Witkoff | Assistant to the President and Special Envoy for Peace Missions, Trump-Van… | 0 | 0 | not shown | — |
Transactions
Newest report first · click a stock for its page · every row links the report it is printed on
| Traded · filed | Asset | Transaction | Amount (range) | Filer |
|---|---|---|---|---|
| Mar 12, 2026filed Mar 13, 2026 · 1d | FDFundWisdomTree U.S. Value Fund N/A (WTV) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 2 ↗ |
| Mar 12, 2026filed Mar 13, 2026 · 1d | FDFundWisdomTree U.S. Value Fund N/A (WTV) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 2 ↗ |
| Mar 4, 2026filed Mar 13, 2026 · 9d | MUMunicipal bondNew York, NY HSG Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 3 ↗ |
| Mar 4, 2026filed Mar 13, 2026 · 9d | MUMunicipal bondNew York, NY HSG Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 3 ↗ |
| Mar 4, 2026filed Mar 13, 2026 · 9d | MUMunicipal bondNY State MTG Authority Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 4 ↗ |
| Mar 4, 2026filed Mar 13, 2026 · 9d | MUMunicipal bondNY State MTG Authority Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 4 ↗ |
| Mar 4, 2026filed Mar 13, 2026 · 9d | —As printedNorth Hempsted, NY Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 5 ↗ |
| Mar 4, 2026filed Mar 13, 2026 · 9d | —As printedNorth Hempsted, NY Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 5 ↗ |
| Mar 2, 2026filed Mar 13, 2026 · 11d | FDFundVanguard International Dividend Appreciation Index Fund ETF Shares (… | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 6 ↗ |
| Mar 2, 2026filed Mar 13, 2026 · 11d | FDFundVanguard International Dividend Appreciation Index Fund ETF Shares (… | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 6 ↗ |
| Feb 19, 2026filed Mar 13, 2026 · 22d | FDFundWisdomTree U.S. Value Fund N/A (WTV) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 7 ↗ |
| Feb 19, 2026filed Mar 13, 2026 · 22d | FDFundWisdomTree U.S. Value Fund N/A (WTV) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 7 ↗ |
| Feb 17, 2026filed Mar 13, 2026 · 24d | —As printedSDZNY | Sale | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 1 ↗ |
| Feb 17, 2026filed Mar 13, 2026 · 24d | —As printedSDZNY | Sale | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 1 ↗ |
| Mar 3, 2026filed Mar 4, 2026 · 1d |  AERAerCap Holdings N.V. Ordinary Shares (AER) See Endnote |
Sale | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 1 ↗ |
| Feb 17, 2026filed Feb 26, 2026 · 9d | —As printedAmazon.com, Inc. (AMZN) See Endnote | Purchase | $15K – $50K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 3 ↗ |
| Feb 3, 2026filed Feb 26, 2026 · 23d | —As printedPayPal Holdings, Inc. (PYPL) See Endnote | Sale | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 1 ↗ |
| Feb 3, 2026filed Feb 26, 2026 · 23d | —As printedConstellation Software F (CNSWF) See Endnote | Purchase | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 2 ↗ |
| Feb 24, 2026filed Feb 25, 2026 · 1d | —As printedSnowline Gold Corp Com (SNWGF) | Purchase | $1K – $15K | Gineen BressoPrincipal Deputy Counsel to the President, Trump-Van… Row 1 ↗ |
| Feb 20, 2026filed Feb 24, 2026 · 4d |  ONDSOndas Holdings Inc. Common Stock (ONDS) |
Sale | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 58 ↗ |
| Feb 9, 2026filed Feb 24, 2026 · 15d |  ELEstee Lauder Cos. (EL) |
Sale | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 57 ↗ |
| Feb 5, 2026filed Feb 24, 2026 · 19d |  IRENIris Energy Limited Ordinary Shares (IREN) |
Purchase | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 54 ↗ |
| Feb 5, 2026filed Feb 24, 2026 · 19d | IRENIris Energy Limited Ordinary Shares (IREN) |
Sale | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 55 ↗ |
| Feb 5, 2026filed Feb 24, 2026 · 19d |  NBISNebius Group Inc. |
Sale | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 56 ↗ |
| Feb 4, 2026filed Feb 24, 2026 · 20d |  USARUSA Rare Earth Inc. |
Sale | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 52 ↗ |
| Feb 4, 2026filed Feb 24, 2026 · 20d |  RIVNRivian Automotive Inc. Class A Common Stock (RIVN) |
Sale | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 53 ↗ |
| Feb 3, 2026filed Feb 24, 2026 · 21d |  ORCLOracle Corp. (ORCL) |
Purchase | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 51 ↗ |
| Feb 2, 2026filed Feb 24, 2026 · 22d |  ABAllianceBernstein Holding LP (AB) |
Sale | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 49 ↗ |
| Feb 2, 2026filed Feb 24, 2026 · 22d | USARUSA Rare Earth Inc. |
Purchase | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 50 ↗ |
| Jan 30, 2026filed Feb 24, 2026 · 25d | ELEstee Lauder Cos. (EL) |
Purchase | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 48 ↗ |
| Jan 29, 2026filed Feb 24, 2026 · 26d | RIVNRivian Automotive Inc. Class A Common Stock (RIVN) |
Purchase | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 47 ↗ |
| Jan 27, 2026filed Feb 24, 2026 · 28d | ORCLOracle Corp. (ORCL) |
Purchase Late notice | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 46 ↗ |
| Jan 26, 2026filed Feb 24, 2026 · 29d | ABAllianceBernstein Holding LP (AB) |
Purchase Late notice | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 44 ↗ |
| Jan 26, 2026filed Feb 24, 2026 · 29d |  UNHUnitedHealth Group, Inc. (UNH) |
Sale Late notice | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 45 ↗ |
| Jan 23, 2026filed Feb 24, 2026 · 32d |  INTCIntel Corp. (INTC) |
Sale Late notice | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 43 ↗ |
| Jan 20, 2026filed Feb 24, 2026 · 35d | RIVNRivian Automotive Inc. Class A Common Stock (RIVN) |
Sale Late notice | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 41 ↗ |
| Jan 20, 2026filed Feb 24, 2026 · 35d | INTCIntel Corp. (INTC) |
Sale Late notice | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 42 ↗ |
| Dec 29, 2025filed Feb 24, 2026 · 57d | UNHUnitedHealth Group, Inc. (UNH) |
Sale Late notice 57d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 40 ↗ |
| Dec 15, 2025filed Feb 24, 2026 · 71d |  AMZNAmazon.com, Inc. (AMZN) |
Sale Late notice 71d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 37 ↗ |
| Dec 15, 2025filed Feb 24, 2026 · 71d |  ASTSAST SpaceMobile Inc. Class A Common Stock (ASTS) |
Sale Late notice 71d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 38 ↗ |
| Dec 15, 2025filed Feb 24, 2026 · 71d | AMZNAmazon.com, Inc. (AMZN) |
Sale Late notice 71d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 39 ↗ |
| Dec 9, 2025filed Feb 24, 2026 · 77d | FDFundGlobal X Uranium ETF (URA) | Purchase Late notice 77d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 36 ↗ |
| Oct 28, 2025filed Feb 24, 2026 · 119d |  NOKNokia Corporation Sponsored American Depositary Shares (NOK) |
Purchase Late notice 119d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 32 ↗ |
| Oct 27, 2025filed Feb 24, 2026 · 120d |  UUUUEnergy Fuels, Inc. (UUUU) |
Purchase Late notice 120d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 31 ↗ |
| Oct 20, 2025filed Feb 24, 2026 · 127d | AMZNAmazon.com, Inc. (AMZN) |
Purchase Late notice 127d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 30 ↗ |
| Oct 17, 2025filed Feb 24, 2026 · 130d | NBISnebius group |
Sale Late notice 130d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 29 ↗ |
| Oct 16, 2025filed Feb 24, 2026 · 131d |  GRABGrab Holdings Limited Class A Ordinary Shares (GRAB) |
Purchase Late notice 131d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 28 ↗ |
| Oct 15, 2025filed Feb 24, 2026 · 132d |  HIVEHive Blockchain Technologies Ltd. Common Shares (HIVE) |
Sale Late notice 132d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 27 ↗ |
| Oct 14, 2025filed Feb 24, 2026 · 133d | HIVEHive Blockchain Technologies Ltd. Common Shares (HIVE) |
Purchase Late notice 133d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 26 ↗ |
| Oct 12, 2025filed Feb 24, 2026 · 135d | NBISNebius Group Inc. |
Purchase Late notice 135d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 35 ↗ |
| Oct 11, 2025filed Feb 24, 2026 · 136d | NOKNokia Corporation Sponsored American Depositary Shares (NOK) |
Sale Late notice 136d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 34 ↗ |
| Oct 10, 2025filed Feb 24, 2026 · 137d | AMZNAmazon.com, Inc. (AMZN) |
Sale Late notice 137d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 25 ↗ |
| Oct 9, 2025filed Feb 24, 2026 · 138d |  PFEPfizer Inc. (PFE) |
Sale Late notice 138d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 24 ↗ |
| Oct 7, 2025filed Feb 24, 2026 · 140d | ASTSAST SpaceMobile Inc. Class A Common Stock (ASTS) |
Sale Late notice 140d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 23 ↗ |
| Oct 6, 2025filed Feb 24, 2026 · 141d |  PYPLPayPal Holdings, Inc. (PYPL) |
Sale Late notice 141d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 33 ↗ |
| Sep 30, 2025filed Feb 24, 2026 · 147d | PFEPfizer Inc. (PFE) |
Purchase Late notice 147d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 22 ↗ |
| Sep 26, 2025filed Feb 24, 2026 · 151d |  RBRKRubrik Inc. |
Sale Late notice 151d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 21 ↗ |
| Sep 25, 2025filed Feb 24, 2026 · 152d | RBRKRubrik Inc. |
Purchase Late notice 152d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 20 ↗ |
| Sep 22, 2025filed Feb 24, 2026 · 155d |  NKENIKE, Inc. (NKE) |
Sale Late notice 155d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 19 ↗ |
| Sep 5, 2025filed Feb 24, 2026 · 172d |  HOODRobinhood Markets Inc. Class A Common Stock (HOOD) |
Sale Late notice 172d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 17 ↗ |
| Sep 5, 2025filed Feb 24, 2026 · 172d |  SSYSStratasys Ltd. Ordinary Shares (Israel) (SSYS) |
Sale Late notice 172d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 18 ↗ |
| Aug 19, 2025filed Feb 24, 2026 · 189d | SSYSStratasys Ltd. Ordinary Shares (Israel) (SSYS) |
Purchase Late notice 189d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 16 ↗ |
| Aug 11, 2025filed Feb 24, 2026 · 197d | UNHUnitedHealth Group, Inc. (UNH) |
Purchase Late notice 197d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 14 ↗ |
| Aug 11, 2025filed Feb 24, 2026 · 197d | INTCIntel Corp. (INTC) |
Purchase Late notice 197d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 15 ↗ |
| Aug 5, 2025filed Feb 24, 2026 · 203d |  VSTVistra Energy Corp. (VST) |
Sale Late notice 203d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 12 ↗ |
| Aug 5, 2025filed Feb 24, 2026 · 203d |  SOFISoFi Technologies Inc. Common Stock (SOFI) |
Sale Late notice 203d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 13 ↗ |
| Aug 1, 2025filed Feb 24, 2026 · 207d | NBISNebius Group |
Purchase Late notice 207d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 11 ↗ |
| Jul 31, 2025filed Feb 24, 2026 · 208d |  GOOGAlphabet, Inc. (GOOG) |
Sale Late notice 208d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 9 ↗ |
| Jul 31, 2025filed Feb 24, 2026 · 208d |  ABCLAbCellera Biologics Inc. Common Shares (ABCL) |
Sale Late notice 208d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 10 ↗ |
| Jun 23, 2025filed Feb 24, 2026 · 246d |  HIMSHims & Hers Health Inc. Class A Common Stock (HIMS) |
Sale Late notice 246d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 8 ↗ |
| Jun 20, 2025filed Feb 24, 2026 · 249d |  TSMTaiwan Semiconductor Manufacturing Company Ltd. (TSM) |
Sale Late notice 249d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 7 ↗ |
| May 28, 2025filed Feb 24, 2026 · 272d |  TSLATesla, Inc. (TSLA) |
Sale Late notice 272d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 5 ↗ |
| May 28, 2025filed Feb 24, 2026 · 272d |  AMDAdvanced Micro Devices, Inc. (AMD) |
Sale Late notice 272d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 6 ↗ |
| May 15, 2025filed Feb 24, 2026 · 285d |  AAPLApple, Inc. (AAPL) |
Sale Late notice 285d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 4 ↗ |
| Apr 29, 2025filed Feb 24, 2026 · 301d | GOOGAlphabet, Inc. (GOOG) |
Sale Late notice 301d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 3 ↗ |
| Apr 23, 2025filed Feb 24, 2026 · 307d | TSLATesla, Inc. (TSLA) |
Sale Late notice 307d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 2 ↗ |
| Apr 17, 2025filed Feb 24, 2026 · 313d |  NVDANVIDIA Corp. (NVDA) |
Sale Late notice 313d to disclose | $1K – $15K | Jackson LaneSpecial Assistant to the President for Domestic Poli… Row 1 ↗ |
| Feb 6, 2026filed Feb 16, 2026 · 10d | —As printedLong Beach, NY Bond | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 1 ↗ |
| Feb 6, 2026filed Feb 16, 2026 · 10d | —As printedNew York, NY Bond See Endnote | Sale | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 2 ↗ |
| Feb 6, 2026filed Feb 16, 2026 · 10d | —As printedNew York, NY Bond See Endnote | Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 3 ↗ |
| Feb 6, 2026filed Feb 16, 2026 · 10d | —As printedNew York, NY Bond See Endnote | Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 4 ↗ |
| Feb 1, 2026filed Feb 16, 2026 · 15d | —As printedNew York, NY Bond See Endnote | Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 5 ↗ |
| Feb 1, 2026filed Feb 16, 2026 · 15d | —As printedOrange Cty, NY Bond See Endnote | Sale | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 6 ↗ |
| Feb 1, 2026filed Feb 16, 2026 · 15d | —As printedNew York, NY Bond See Endnote | Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 7 ↗ |
| Feb 1, 2026filed Feb 16, 2026 · 15d | —As printedCayuga Cty, NY Bond See Endnote | Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 8 ↗ |
| Jan 28, 2026filed Feb 16, 2026 · 19d | MUMunicipal bondNY State Housing Bond | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 9 ↗ |
| Jan 27, 2026filed Feb 16, 2026 · 20d | —As printedNew York, NY Bond See Endnote | Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 10 ↗ |
| Jan 26, 2026filed Feb 16, 2026 · 21d | —As printedRye, NY City School Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 11 ↗ |
| Jan 23, 2026filed Feb 16, 2026 · 24d | FDFundWisdomTree U.S. Value Fund N/A (WTV) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 12 ↗ |
| Jan 23, 2026filed Feb 16, 2026 · 24d | MUMunicipal bondNY State Housing Bond | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 13 ↗ |
| Jan 22, 2026filed Feb 16, 2026 · 25d | MUMunicipal bondNY State Housing Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 14 ↗ |
| Jan 21, 2026filed Feb 16, 2026 · 26d | —As printedPanama NY Cent School Bond | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 15 ↗ |
| Dec 16, 2025filed Feb 12, 2026 · 58d |  PSQHPSQ Holdings Inc (PSQH) |
Purchase 58d to disclose | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 3 ↗ |
| Dec 15, 2025filed Feb 12, 2026 · 59d | MUMunicipal bondSanta Margarita CA WTR Muni | Sale 59d to disclose | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 1 ↗ |
| Dec 15, 2025filed Feb 12, 2026 · 59d | MUMunicipal bondRichmond VA Pub Util Muni | Sale 59d to disclose | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 2 ↗ |
| Feb 3, 2026filed Feb 4, 2026 · 1d | —As printedPayPal Holdings, Inc. (PYPL) See Endnote | Sale | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 1 ↗ |
| Feb 3, 2026filed Feb 4, 2026 · 1d | —As printedConstellation Software Inc. See Endnote | Purchase | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 2 ↗ |
| Dec 26, 2025filed Feb 4, 2026 · 40d | —As printedLiberty Broadband Corp Series C (LBRDK) See Endnote | Sale | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 1 ↗ |
| Jan 9, 2026filed Jan 28, 2026 · 19d |  TXNTexas Instruments |
Purchase | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 3 ↗ |
| Dec 10, 2025filed Jan 28, 2026 · 49d | —As printedCitigroup bond | Sale Late notice 49d to disclose | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 2 ↗ |
| Dec 5, 2025filed Jan 28, 2026 · 54d | —As printedNextera Energy bond | Purchase Late notice 54d to disclose | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 1 ↗ |
| Jan 23, 2026filed Jan 26, 2026 · 3d | FDFundFidelity Wise Origin Bitcoin Fund | Purchase | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 2 ↗ |
| Jan 22, 2026filed Jan 26, 2026 · 4d | FDFundFidelity 500 Index Fund (FXAIX) | Purchase | $15K – $50K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 1 ↗ |
| Jan 13, 2026filed Jan 26, 2026 · 13d |  ABBVAbbVie, Inc. (ABBV) |
Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 6 ↗ |
| Jan 13, 2026filed Jan 26, 2026 · 13d |  MOAltria Group, Inc. (MO) |
Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 7 ↗ |
| Jan 13, 2026filed Jan 26, 2026 · 13d |  AVGOBroadcom, Inc. (AVGO) |
Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 8 ↗ |
| Jan 13, 2026filed Jan 26, 2026 · 13d |  DRIDarden Restaurants, Inc. (DRI) |
Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 9 ↗ |
| Jan 13, 2026filed Jan 26, 2026 · 13d |  DKSDick's Sporting Goods, Inc. (DKS) |
Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 10 ↗ |
| Jan 13, 2026filed Jan 26, 2026 · 13d |  EXRExtra Space Storage, Inc. (EXR) |
Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 11 ↗ |
| Jan 13, 2026filed Jan 26, 2026 · 13d |  HDThe Home Depot, Inc. (HD) |
Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 12 ↗ |
| Jan 13, 2026filed Jan 26, 2026 · 13d | FDFundJPMorgan Nasdaq Equity Premium Income ETF JPMorgan Nasdaq Equity Pre… | Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 13 ↗ |
| Jan 13, 2026filed Jan 26, 2026 · 13d | FDFundJanus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF (JAAA) | Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 14 ↗ |
| Jan 13, 2026filed Jan 26, 2026 · 13d |  MSFTMicrosoft Corp. (MSFT) |
Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 15 ↗ |
| Jan 13, 2026filed Jan 26, 2026 · 13d |  NEENextEra Energy, Inc. (NEE) |
Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 16 ↗ |
| Jan 13, 2026filed Jan 26, 2026 · 13d | —As printedOREILLY AUTOMOTIVE INC COM | Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 17 ↗ |
| Jan 13, 2026filed Jan 26, 2026 · 13d |  PKGPackaging Corporation of America (PKG) |
Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 18 ↗ |
| Jan 13, 2026filed Jan 26, 2026 · 13d |  PMPhilip Morris International, Inc. (PM) |
Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 19 ↗ |
| Jan 5, 2026filed Jan 26, 2026 · 21d |  PAYXPaychex, Inc. (PAYX) |
Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 5 ↗ |
| Dec 29, 2025filed Jan 26, 2026 · 28d | FDFundDefiance Quantum ETF (QTUM) | Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 4 ↗ |
| Dec 1, 2025filed Jan 26, 2026 · 56d |  EPDEnterprise Products Partners L.P. Common Stock (EPD) |
Sale Late notice 56d to disclose | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 3 ↗ |
| Nov 13, 2025filed Jan 26, 2026 · 74d |  MPLXMPLX LP Common Units Representing Limited Partner Interests (MPLX) |
Sale Late notice 74d to disclose | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 2 ↗ |
| Oct 13, 2025filed Jan 26, 2026 · 105d |  APLDApplied Digital Corp |
Sale Late notice 105d to disclose | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 1 ↗ |
| Dec 8, 2025filed Jan 15, 2026 · 38d | —As printedBitcoin | Sale Late notice | $1K – $15K | Matthew McMullanDeputy Director, Office of Legislative Affairs, Trum… Row 1 ↗ |
| Jan 9, 2026filed Jan 10, 2026 · 1d | MUMunicipal bondMetropolitan Transportation Authority Bond | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 1 ↗ |
| Jan 8, 2026filed Jan 10, 2026 · 2d | MUMunicipal bondNY State Mortgage Bond | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 2 ↗ |
| Jan 8, 2026filed Jan 10, 2026 · 2d | FDFundVanguard International Dividend Appreciation Index Fund ETF Shares (… | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 15 ↗ |
| Jan 7, 2026filed Jan 10, 2026 · 3d | FDFundWisdomTree U.S. Value Fund N/A (WTV) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 3 ↗ |
| Jan 7, 2026filed Jan 10, 2026 · 3d | FDFundVanguard International Dividend Appreciation Index Fund ETF Shares (… | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 16 ↗ |
| Jan 2, 2026filed Jan 10, 2026 · 8d | FDFundiShares S&P 100 ETF (OEF) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 4 ↗ |
| Jan 2, 2026filed Jan 10, 2026 · 8d | MUMunicipal bondNY State Mortgage Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 5 ↗ |
| Jan 2, 2026filed Jan 10, 2026 · 8d | FDFundWisdomTree U.S. Value Fund N/A (WTV) | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 6 ↗ |
| Jan 2, 2026filed Jan 10, 2026 · 8d | MUMunicipal bondNew York, NY Housing Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 7 ↗ |
| Jan 2, 2026filed Jan 10, 2026 · 8d | —As printedNew York, NY Bond See Endnote | Sale | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 8 ↗ |
| Jan 2, 2026filed Jan 10, 2026 · 8d | FDFundSchwab Fundamental US Large Company Index ETF (FNDX) | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 13 ↗ |
| Jan 2, 2026filed Jan 10, 2026 · 8d | FDFundWisdomTree US LargeCap Fund (EPS) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 17 ↗ |
| Dec 31, 2025filed Jan 10, 2026 · 10d | —As printedColgate-Palmolive Co. (CL) See Endnote | Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 14 ↗ |
| Dec 31, 2025filed Jan 10, 2026 · 10d | FDFundWisdomTree U.S. Value Fund N/A (WTV) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 18 ↗ |
| Dec 29, 2025filed Jan 10, 2026 · 12d | FDFundWisdomTree U.S. Value Fund N/A (WTV) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 19 ↗ |
| Dec 29, 2025filed Jan 10, 2026 · 12d | —As printedWisdom Tree U.S. Large Cap (EPS) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 20 ↗ |
| Dec 26, 2025filed Jan 10, 2026 · 15d | FDFundiShares S&P 100 ETF (OEF) | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 9 ↗ |
| Dec 26, 2025filed Jan 10, 2026 · 15d |  MDLZMondelez International, Inc. (MDLZ) |
Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 10 ↗ |
| Dec 18, 2025filed Jan 10, 2026 · 23d | FDFundWisdomTree U.S. Value Fund N/A (WTV) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 21 ↗ |
| Dec 18, 2025filed Jan 10, 2026 · 23d | FDFundWisdomTree US LargeCap Fund (EPS) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 22 ↗ |
| Dec 17, 2025filed Jan 10, 2026 · 24d |  ETNEaton Corp. Plc (ETN) |
Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 23 ↗ |
| Dec 16, 2025filed Jan 10, 2026 · 25d | MUMunicipal bondErie County, NY Bond See Endnote | Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 11 ↗ |
| Dec 15, 2025filed Jan 10, 2026 · 26d | —As printedUtility Debt Security Bond See Endnote | Sale | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 12 ↗ |
| Nov 18, 2025filed Jan 5, 2026 · 48d | FDFundGoldman Sachs GQG Partners International Opportunities Fund Investor… | Sale 48d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 41 ↗ |
| Oct 15, 2025filed Jan 5, 2026 · 82d |  FLYFirefly Aerospace Incorporated (FLY) |
Purchase 82d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 1 ↗ |
| Oct 15, 2025filed Jan 5, 2026 · 82d |  HPEHewlett-Packard Enterprise Co. (HPE) |
Sale 82d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 2 ↗ |
| Oct 15, 2025filed Jan 5, 2026 · 82d |  QCOMQUALCOMM, Inc. (QCOM) |
Sale 82d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 3 ↗ |
| Oct 15, 2025filed Jan 5, 2026 · 82d |  MRVLMarvell Technology Group Ltd. (MRVL) |
Sale 82d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 4 ↗ |
| Oct 15, 2025filed Jan 5, 2026 · 82d | —As printedPure Storage, Inc. (PSTG) | Sale 82d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 5 ↗ |
| Oct 15, 2025filed Jan 5, 2026 · 82d |  FCXFreeport-McMoRan, Inc. (FCX) |
Sale 82d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 6 ↗ |
| Oct 15, 2025filed Jan 5, 2026 · 82d |  LHXL3Harris Technologies, Inc. (LHX) |
Sale 82d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 7 ↗ |
| Oct 15, 2025filed Jan 5, 2026 · 82d | FDFundGoldman Sachs GQG Partners International Opportunities Fund Investor… | Sale 82d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 40 ↗ |
| Aug 20, 2025filed Jan 5, 2026 · 138d |  FANGDiamondback Energy, Inc. (FANG) |
Sale 138d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 8 ↗ |
| Aug 20, 2025filed Jan 5, 2026 · 138d |  VKTXViking Therapeutics, Inc. (VKTX) |
Sale 138d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 9 ↗ |
| Aug 20, 2025filed Jan 5, 2026 · 138d |  KRMNKARMAN HLDGS INCORPORATED COMMON STOCK (KRMN) |
Purchase 138d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 10 ↗ |
| Aug 20, 2025filed Jan 5, 2026 · 138d | VKTXViking Therapeutics, Inc. (VKTX) |
Sale 138d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 11 ↗ |
| Aug 8, 2025filed Jan 5, 2026 · 150d |  LITELumentum Holdings, Inc. (LITE) |
Purchase 150d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 12 ↗ |
| Aug 8, 2025filed Jan 5, 2026 · 150d | HPEHewlett-Packard Enterprise Co. (HPE) |
Purchase 150d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 13 ↗ |
| Aug 8, 2025filed Jan 5, 2026 · 150d | KRMNKARMAN HLDGS INCORPORATED COMMON STOCK (KRMN) |
Purchase 150d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 14 ↗ |
| Aug 8, 2025filed Jan 5, 2026 · 150d |  DECKDeckers Outdoor Corp. (DECK) |
Purchase 150d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 15 ↗ |
| Aug 8, 2025filed Jan 5, 2026 · 150d |  COHRCoherent, Inc. (COHR) |
Purchase 150d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 16 ↗ |
| Aug 8, 2025filed Jan 5, 2026 · 150d |  AVAVAeroVironment, Inc. (AVAV) |
Purchase 150d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 17 ↗ |
| Aug 8, 2025filed Jan 5, 2026 · 150d | FDFundGlobal X US Infrastructure Development ETF (PAVE) | Sale 150d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 35 ↗ |
| Aug 8, 2025filed Jan 5, 2026 · 150d | FDFundSPDR S&P Aerospace & Defense ETF (XAR) | Sale 150d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 36 ↗ |
| Aug 8, 2025filed Jan 5, 2026 · 150d | FDFundNatixisLoomis Sayles Growth Fund Class Y Shares (LSGRX) | Sale 150d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 37 ↗ |
| Aug 8, 2025filed Jan 5, 2026 · 150d | FDFundGQG PartnersEmerging Markets Equity Fund Institutional Class Shares … | Purchase 150d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 38 ↗ |
| Aug 8, 2025filed Jan 5, 2026 · 150d | FDFundPutnam Equity Income Fund Class Y Shares (PEIYX) | Sale 150d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 39 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d | FDFundNatixisLoomis Sayles Growth Fund Class Y Shares (LSGRX) | Purchase 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 18 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d | FDFundGoldman Sachs GQG Partners International Opportunities Fund Investor… | Purchase 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 19 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d | FDFundPutnam Equity Income Fund Class Y Shares (PEIYX) | Purchase 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 20 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d | FDFundChamplain Small Company Fund Institutional Shares (CIPNX) | Purchase 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 21 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d | FDFundFidelity Advisor Small Cap Value Fund Class I Shares (FCVIX) | Purchase 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 22 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d | MSFTMicrosoft Corp. (MSFT) |
Purchase 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 23 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d | VKTXViking Therapeutics, Inc. (VKTX) |
Sale 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 24 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d | —As printedTaylor Morrison Home Corp. (TMHC) | Sale 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 25 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d |  NXENexgen Energy Ltd. Common Shares (NXE) |
Sale 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 26 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d | NVDANVIDIA Corp. (NVDA) |
Sale 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 27 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d |  MHOM/I Homes, Inc. (MHO) |
Sale 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 28 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d |  KTOSKratos Defense & Security Solutions, Inc. (KTOS) |
Sale 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 29 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d | LHXL3Harris Technologies, Inc. (LHX) |
Sale 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 30 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d |  ELFe.l.f. Beauty, Inc. (ELF) |
Sale 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 31 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d | AVAVAeroVironment, Inc. (AVAV) |
Sale 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 32 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d |  GOOGLAlphabet, Inc. (GOOGL) |
Purchase 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 33 ↗ |
| Jul 11, 2025filed Jan 5, 2026 · 178d |  GEVGE VERNOVA INC (GEV) |
Purchase 178d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 34 ↗ |
| Jul 8, 2025filed Jan 5, 2026 · 181d | FDFundGoldman Sachs Small/Mid Cap Growth Fund Investor Class Shares (GTMTX) | Sale 181d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 44 ↗ |
| Jul 8, 2025filed Jan 5, 2026 · 181d | FDFundPutnam Equity Income Fund Class Y Shares (PEIYX) | Sale 181d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 45 ↗ |
| Jul 8, 2025filed Jan 5, 2026 · 181d | FDFundNatixisLoomis Sayles Growth Fund Class Y Shares (LSGRX) | Purchase 181d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 46 ↗ |
| May 30, 2025filed Jan 5, 2026 · 220d | ELFe.l.f. Beauty, Inc. (ELF) |
Sale 220d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 42 ↗ |
| May 30, 2025filed Jan 5, 2026 · 220d | FDFundGoldman Sachs GQG Partners International Opportunities Fund Investor… | Purchase 220d to disclose | $1K – $15K | Andrew DziedzicSpecial Assistant to the President and Senate Legisl… Row 43 ↗ |
| Nov 25, 2025filed Dec 18, 2025 · 23d | GOOGLAlphabet Inc Class C See Endnote |
Sale | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 1 ↗ |
| Nov 14, 2025filed Dec 18, 2025 · 34d | —As printedCopart Inc. See Endnote | Purchase | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 2 ↗ |
| Dec 15, 2025filed Dec 15, 2025 · 0d | —As printedEast Ramapo Bond See Endnote | Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 5 ↗ |
| Dec 15, 2025filed Dec 15, 2025 · 0d | FDFundSchwab Fundamental US Large Company Index ETF (FNDX) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 6 ↗ |
| Dec 15, 2025filed Dec 15, 2025 · 0d | FDFundVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 7 ↗ |
| Dec 11, 2025filed Dec 15, 2025 · 4d | —As printedNew York, N.Y. Tax Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 2 ↗ |
| Dec 11, 2025filed Dec 15, 2025 · 4d | FDFundVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 3 ↗ |
| Dec 4, 2025filed Dec 15, 2025 · 11d | MOAltria Group, Inc. (MO) |
Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 1 ↗ |
| Dec 1, 2025filed Dec 15, 2025 · 14d |  RTXRaytheon Technologies Corporation Common Stock (RTX) |
Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 4 ↗ |
| Oct 22, 2025filed Dec 5, 2025 · 44d | APLDApplied Blockchain Inc. Common Stock (APLD) |
Purchase Late notice | $1K – $15K | Matthew McMullanDeputy Director, Office of Legislative Affairs, Trum… Row 1 ↗ |
| Oct 22, 2025filed Dec 5, 2025 · 44d |  OKLOOklo Inc (OKLO) |
Sale Late notice | $1K – $15K | Matthew McMullanDeputy Director, Office of Legislative Affairs, Trum… Row 1 ↗ |
| Oct 10, 2025filed Dec 5, 2025 · 56d |  AGFirst Majestic Silver Corp. Ordinary Shares (Canada) (AG) |
Purchase Late notice 56d to disclose | $1K – $15K | Matthew McMullanDeputy Director, Office of Legislative Affairs, Trum… Row 1 ↗ |
| Nov 13, 2025filed Dec 3, 2025 · 20d | —As printedTruist Financial Corp. Bond | Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 19 ↗ |
| Nov 13, 2025filed Dec 3, 2025 · 20d | —As printedCitigroup Inc. Bond | Purchase Late notice | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 20 ↗ |
| Oct 23, 2025filed Dec 3, 2025 · 41d | —As printedBank of America Bonds | Purchase Late notice | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 15 ↗ |
| Oct 23, 2025filed Dec 3, 2025 · 41d | —As printedEnbridge Inc. Bonds | Purchase Late notice | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 16 ↗ |
| Oct 23, 2025filed Dec 3, 2025 · 41d | —As printedGoldman Sachs Group Bonds | Purchase Late notice | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 17 ↗ |
| Oct 23, 2025filed Dec 3, 2025 · 41d | MUMunicipal bondNJ State Bonds | Purchase Late notice | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 18 ↗ |
| Oct 22, 2025filed Dec 3, 2025 · 42d | —As printedFHLB Bond | Purchase | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 3 ↗ |
| Oct 22, 2025filed Dec 3, 2025 · 42d | —As printedCitigroup Inc. Bond | Sale Late notice | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 4 ↗ |
| Oct 22, 2025filed Dec 3, 2025 · 42d | —As printedAlly Financial Inc. Bond | Sale Late notice | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 5 ↗ |
| Oct 22, 2025filed Dec 3, 2025 · 42d | —As printedCapital One Financial Co. Bond | Sale Late notice | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 6 ↗ |
| Oct 22, 2025filed Dec 3, 2025 · 42d | —As printedWells Fargo Co. Bond | Sale Late notice | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 7 ↗ |
| Oct 22, 2025filed Dec 3, 2025 · 42d | AVGOBroadcom, Inc. (AVGO) |
Sale Late notice | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 8 ↗ |
| Oct 22, 2025filed Dec 3, 2025 · 42d | MSFTMicrosoft Corp. (MSFT) |
Sale Late notice | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 9 ↗ |
| Oct 22, 2025filed Dec 3, 2025 · 42d |  MRSHMarsh & McLennan Cos., Inc. (MMC) |
Sale Late notice | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 10 ↗ |
| Oct 22, 2025filed Dec 3, 2025 · 42d | ORCLOracle Corp. (ORCL) |
Sale Late notice | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 11 ↗ |
| Oct 22, 2025filed Dec 3, 2025 · 42d | TSMTaiwan Semiconductor Manufacturing Company Ltd. (TSM) |
Sale Late notice | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 12 ↗ |
| Oct 22, 2025filed Dec 3, 2025 · 42d |  UNPUnion Pacific Corp. (UNP) |
Sale Late notice | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 13 ↗ |
| Oct 22, 2025filed Dec 3, 2025 · 42d | —As printedPort Authority Bonds | Purchase Late notice | $15K – $50K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 14 ↗ |
| Sep 18, 2025filed Dec 3, 2025 · 76d | —As printedFHLB Bond | Sale Late notice 76d to disclose | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 2 ↗ |
| Sep 9, 2025filed Dec 3, 2025 · 85d | —As printedFHLB Bond | Purchase Late notice 85d to disclose | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 1 ↗ |
| Nov 13, 2025filed Nov 29, 2025 · 16d |  CHRDChord Energy Corporation Common Stock (CHRD) |
Sale | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 1 ↗ |
| Nov 11, 2025filed Nov 29, 2025 · 18d |  DVNDevon Energy Corp. (DVN) |
Sale | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 2 ↗ |
| Nov 10, 2025filed Nov 29, 2025 · 19d |  PLTRPalantir Technologies Inc. Class A Common Stock (PLTR) |
Sale | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 3 ↗ |
| Oct 30, 2025filed Nov 25, 2025 · 26d |  CRKComstock Resources, Inc. (CRK) |
Purchase | $15K – $50K | Jacalynne KloppDAP and Advisor, Trump-Vance (2025) - White House Row 1 ↗ |
| Nov 17, 2025filed Nov 18, 2025 · 1d | FDFundFidelity Total Market Index Fund (FSKAX) | Sale | $1K – $15K | Scott CentorinoSpecial Assistant to the President for Domestic Poli… Row 1 ↗ |
| Oct 7, 2025filed Nov 18, 2025 · 42d | REReal estateFidelity Real Estate Investment Portfolio (FRESX) | Sale | $1K – $15K | Scott CentorinoSpecial Assistant to the President for Domestic Poli… Row 4 ↗ |
| Sep 16, 2025filed Nov 18, 2025 · 63d | FDFundFidelity Total Market Index Fund (FSKAX) | Sale 63d to disclose | $1K – $15K | Scott CentorinoSpecial Assistant to the President for Domestic Poli… Row 2 ↗ |
| Sep 16, 2025filed Nov 18, 2025 · 63d | FDFundFidelity Total International Index Fund (FTIHX) | Sale 63d to disclose | $1K – $15K | Scott CentorinoSpecial Assistant to the President for Domestic Poli… Row 3 ↗ |
| Nov 17, 2025filed Nov 17, 2025 · 0d | FDFundSchwab Fundamental US Large Company Index ETF (FNDX) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 1 ↗ |
| Nov 17, 2025filed Nov 17, 2025 · 0d | FDFundVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 2 ↗ |
| Nov 14, 2025filed Nov 17, 2025 · 3d | MUMunicipal bondNew York State Mortgage Auth.. Bond | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 3 ↗ |
| Nov 6, 2025filed Nov 17, 2025 · 11d | FDFundSchwab Fundamental US Large Company Index ETF (FNDX) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 4 ↗ |
| Nov 6, 2025filed Nov 17, 2025 · 11d | —As printedMount Vernon, NY Bond | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 5 ↗ |
| Nov 5, 2025filed Nov 17, 2025 · 12d | —As printedSuffolk Cty, NY Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 6 ↗ |
| Nov 5, 2025filed Nov 17, 2025 · 12d |  DEODiageo plc Common Stock (DEO) |
Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 7 ↗ |
| Nov 3, 2025filed Nov 17, 2025 · 14d | MUMunicipal bondNY State Housing Finance See Endnote | Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 8 ↗ |
| Nov 3, 2025filed Nov 17, 2025 · 14d | —As printedNew York, NY Bond See Endnote | Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 9 ↗ |
| Nov 3, 2025filed Nov 17, 2025 · 14d | —As printedHastings on Hudson, NY Bond See Endnote | Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 10 ↗ |
| Oct 29, 2025filed Nov 17, 2025 · 19d | FDFundSchwab Fundamental US Large Company Index ETF (FNDX) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 11 ↗ |
| Oct 23, 2025filed Nov 17, 2025 · 25d |  COPConocoPhillips (COP) |
Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 12 ↗ |
| Nov 6, 2025filed Nov 14, 2025 · 8d | —As printedBrighthouse Financial, Inc. See Endnote | Sale | $15K – $50K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 14 ↗ |
| Nov 6, 2025filed Nov 14, 2025 · 8d | —As printedBrighthouse Financial, Inc. See Endnote | Sale | $15K – $50K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 14 ↗ |
| Oct 30, 2025filed Nov 14, 2025 · 15d | GOOGLAlphabet Inc. Class C See Endnote |
Sale | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 13 ↗ |
| Oct 30, 2025filed Nov 14, 2025 · 15d | GOOGLAlphabet Inc. Class C See Endnote |
Sale | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 13 ↗ |
| Sep 19, 2025filed Nov 14, 2025 · 56d | —As printedBrighthouse Financial, Inc. See Endnote | Sale Late notice 56d to disclose | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 12 ↗ |
| Sep 19, 2025filed Nov 14, 2025 · 56d | —As printedBrighthouse Financial, Inc. See Endnote | Sale Late notice 56d to disclose | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 12 ↗ |
| Aug 12, 2025filed Nov 14, 2025 · 94d | —As printedAmerican Express Co. See Endnote | Sale Late notice 94d to disclose | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 11 ↗ |
| Aug 12, 2025filed Nov 14, 2025 · 94d | —As printedAmerican Express Co. See Endnote | Sale Late notice 94d to disclose | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 11 ↗ |
| Jul 28, 2025filed Nov 14, 2025 · 109d | —As printedWells Fargo & Co See Endnote | Sale Late notice 109d to disclose | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 10 ↗ |
| Jul 28, 2025filed Nov 14, 2025 · 109d | —As printedWells Fargo & Co See Endnote | Sale Late notice 109d to disclose | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 10 ↗ |
| Jul 17, 2025filed Nov 14, 2025 · 120d | —As printedGCI Liberty Inc Series C See Endnote | Sale Late notice 120d to disclose | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 9 ↗ |
| Jul 17, 2025filed Nov 14, 2025 · 120d | —As printedGCI Liberty Inc Series C See Endnote | Sale Late notice 120d to disclose | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 9 ↗ |
| Jun 26, 2025filed Nov 14, 2025 · 141d | —As printedDuke Energy Corporation See Endnote | Purchase Late notice 141d to disclose | $15K – $50K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 8 ↗ |
| Jun 26, 2025filed Nov 14, 2025 · 141d | —As printedDuke Energy Corporation See Endnote | Purchase Late notice 141d to disclose | $15K – $50K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 8 ↗ |
| Jun 24, 2025filed Nov 14, 2025 · 143d | —As printedCaterpillar Inc See Endnote | Purchase Late notice 143d to disclose | $15K – $50K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 5 ↗ |
| Jun 24, 2025filed Nov 14, 2025 · 143d | —As printedCaterpillar Inc See Endnote | Purchase Late notice 143d to disclose | $15K – $50K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 5 ↗ |
| Jun 24, 2025filed Nov 14, 2025 · 143d | —As printedRegeneron Pharmaceutical Inc See Endnote | Sale Late notice 143d to disclose | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 6 ↗ |
| Jun 24, 2025filed Nov 14, 2025 · 143d | —As printedRegeneron Pharmaceutical Inc See Endnote | Sale Late notice 143d to disclose | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 6 ↗ |
| Jun 24, 2025filed Nov 14, 2025 · 143d | —As printedAmgen Inc See Endnote | Sale Late notice 143d to disclose | $15K – $50K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 7 ↗ |
| Jun 24, 2025filed Nov 14, 2025 · 143d | —As printedAmgen Inc See Endnote | Sale Late notice 143d to disclose | $15K – $50K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 7 ↗ |
| Jun 3, 2025filed Nov 14, 2025 · 164d | —As printedGE Vernova LLC See Endnote | Purchase Late notice 164d to disclose | $15K – $50K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 3 ↗ |
| Jun 3, 2025filed Nov 14, 2025 · 164d | —As printedGE Vernova LLC See Endnote | Purchase Late notice 164d to disclose | $15K – $50K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 3 ↗ |
| Jun 3, 2025filed Nov 14, 2025 · 164d | —As printedDeere & Company See Endnote | Purchase Late notice 164d to disclose | $15K – $50K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 4 ↗ |
| Jun 3, 2025filed Nov 14, 2025 · 164d | —As printedDeere & Company See Endnote | Purchase Late notice 164d to disclose | $15K – $50K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 4 ↗ |
| Jun 2, 2025filed Nov 14, 2025 · 165d | —As printedAmgen Inc. See Endnote | Sale Late notice 165d to disclose | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 1 ↗ |
| Jun 2, 2025filed Nov 14, 2025 · 165d | —As printedAmgen Inc. See Endnote | Sale Late notice 165d to disclose | $1K – $15K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 1 ↗ |
| Jun 2, 2025filed Nov 14, 2025 · 165d | —As printedAlphabet Inc. Cmn Class A See Endnote | Sale Late notice 165d to disclose | $15K – $50K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 2 ↗ |
| Jun 2, 2025filed Nov 14, 2025 · 165d | —As printedAlphabet Inc. Cmn Class A See Endnote | Sale Late notice 165d to disclose | $15K – $50K | William ScharfWhite House Staff Secretary, Trump-Vance (2025) - Wh… Row 2 ↗ |
| Oct 17, 2025filed Nov 8, 2025 · 22d | MUMunicipal bondCA Anaheim Muni - REV BDS See Endnote | Sale Late notice | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 1 ↗ |
| Oct 17, 2025filed Nov 8, 2025 · 22d | MUMunicipal bondCA Muni - REV GO BDS Various See Endnote | Sale Late notice | $15K – $50K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 2 ↗ |
| Oct 17, 2025filed Nov 8, 2025 · 22d | MUMunicipal bondCA Muni - REV GO BDS Various See Endnote | Sale Late notice | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 3 ↗ |
| Oct 17, 2025filed Nov 8, 2025 · 22d | MUMunicipal bondCA Muni - REV GO BDS Various See Endnote | Sale Late notice | $15K – $50K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 4 ↗ |
| Oct 17, 2025filed Nov 8, 2025 · 22d | MUMunicipal bondCA Muni - REV GO BDS Various See Endnote | Sale Late notice | $15K – $50K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 5 ↗ |
| Oct 17, 2025filed Nov 8, 2025 · 22d | MUMunicipal bondCA Muni - REV STUNV See Endnote | Sale Late notice | $15K – $50K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 6 ↗ |
| Oct 17, 2025filed Nov 8, 2025 · 22d | MUMunicipal bondLos Angeles Muni ARPTS See Endnote | Sale Late notice | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 7 ↗ |
| Oct 17, 2025filed Nov 8, 2025 · 22d | MUMunicipal bondSan Francisco Muni (City & Cnty) See Endnote | Sale Late notice | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 8 ↗ |
| Oct 27, 2025filed Nov 3, 2025 · 7d | FDFundGlobal X Blockchain ETF Global X Blockchain ETF (BKCH) | Sale | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 13 ↗ |
| Oct 27, 2025filed Nov 3, 2025 · 7d | FDFundGlobal X Blockchain ETF Global X Blockchain ETF (BKCH) | Sale | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 14 ↗ |
| Oct 27, 2025filed Nov 3, 2025 · 7d | OKLOOklo Inc (OKLO) |
Sale | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 15 ↗ |
| Oct 27, 2025filed Nov 3, 2025 · 7d | PLTRPalantir Technologies Inc. Class A Common Stock (PLTR) |
Sale | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 16 ↗ |
| Oct 27, 2025filed Nov 3, 2025 · 7d | PSQHPSQ Holdings Inc (PSQH) |
Sale | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 17 ↗ |
| Oct 27, 2025filed Nov 3, 2025 · 7d |  SOUNSoundHound AI Inc Class A Common Stock (SOUN) |
Sale | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 18 ↗ |
| Oct 15, 2025filed Nov 3, 2025 · 19d | PLTRPalantir Technologies Inc. Class A Common Stock (PLTR) |
Purchase | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 12 ↗ |
| Oct 10, 2025filed Nov 3, 2025 · 24d | CHRDChord Energy Corporation Common Stock (CHRD) |
Purchase | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 11 ↗ |
| Oct 8, 2025filed Nov 3, 2025 · 26d | OKLOOklo Inc (OKLO) |
Purchase | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 10 ↗ |
| Oct 7, 2025filed Nov 3, 2025 · 27d | OKLOOklo Inc (OKLO) |
Sale | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 8 ↗ |
| Oct 7, 2025filed Nov 3, 2025 · 27d | PLTRPalantir Technologies Inc. Class A Common Stock (PLTR) |
Sale | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 9 ↗ |
| Oct 6, 2025filed Nov 3, 2025 · 28d | PSQHPSQ Holdings Inc (PSQH) |
Sale | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 4 ↗ |
| Oct 6, 2025filed Nov 3, 2025 · 28d | PSQHPSQ Holdings Inc (PSQH) |
Sale | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 5 ↗ |
| Oct 6, 2025filed Nov 3, 2025 · 28d | PLTRPalantir Technologies Inc. Class A Common Stock (PLTR) |
Purchase | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 6 ↗ |
| Oct 6, 2025filed Nov 3, 2025 · 28d | PLTRPalantir Technologies Inc. Class A Common Stock (PLTR) |
Purchase | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 7 ↗ |
| Oct 3, 2025filed Nov 3, 2025 · 31d | OKLOOklo Inc (OKLO) |
Purchase | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 1 ↗ |
| Oct 3, 2025filed Nov 3, 2025 · 31d | PLTRPalantir Technologies Inc. Class A Common Stock (PLTR) |
Purchase | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 2 ↗ |
| Oct 3, 2025filed Nov 3, 2025 · 31d | CHRDChord Energy Corporation Common Stock (CHRD) |
Purchase | $1K – $15K | David DonaldsonGrant Coordinator, Trump-Vance (2025) - White House Row 3 ↗ |
| Oct 27, 2025filed Oct 30, 2025 · 3d |  METAMeta Platforms Inc. Class A Common Stock (META) See Endnote |
Purchase | $1K – $15K | Daniel BurrowsDeputy Staff Secretary, Trump-Vance (2025) - White H… Row 1 ↗ |
| Oct 15, 2025filed Oct 15, 2025 · 0d | FDFundVanguard International Dividend Appreciation Index Fund ETF Shares (… | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 7 ↗ |
| Oct 15, 2025filed Oct 15, 2025 · 0d | FDFundVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 8 ↗ |
| Oct 15, 2025filed Oct 15, 2025 · 0d | MUMunicipal bondNY State Housing Revenue Bond | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 9 ↗ |
| Sep 25, 2025filed Oct 15, 2025 · 20d | FDFundVanguard Mega Cap Index Fund ETF Shares (MGC) | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 1 ↗ |
| Sep 25, 2025filed Oct 15, 2025 · 20d | FDFundVanguard Small-Cap Value Index Fund ETF Class Shares (VBR) | Purchase | $50K – $100K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 2 ↗ |
| Sep 25, 2025filed Oct 15, 2025 · 20d | FDFundVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 3 ↗ |
| Sep 25, 2025filed Oct 15, 2025 · 20d | FDFundVanguard International Dividend Appreciation Index Fund ETF Shares (… | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 4 ↗ |
| Sep 25, 2025filed Oct 15, 2025 · 20d | FDFundVictoryShares US Small Cap High Div Volatility Wtd Index ETF (CSB) | Sale | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 5 ↗ |
| Sep 25, 2025filed Oct 15, 2025 · 20d | FDFundWisdomTree US SmallCap Dividend Fund (DES) | Sale | $50K – $100K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 6 ↗ |
| Oct 10, 2025filed Oct 10, 2025 · 0d | FDFundVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 1 ↗ |
| Oct 10, 2025filed Oct 10, 2025 · 0d |  BMYBristol-Myers Squibb (BMY) |
Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 2 ↗ |
| Oct 8, 2025filed Oct 10, 2025 · 2d | —As printedFarmingdale, NY Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 3 ↗ |
| Oct 7, 2025filed Oct 10, 2025 · 3d | —As printedNorth Hempstead, N.Y. Bond | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 4 ↗ |
| Oct 1, 2025filed Oct 10, 2025 · 9d | MUMunicipal bondNew York State Dormitory Authority Bond | Sale | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 5 ↗ |
| Sep 24, 2025filed Sep 24, 2025 · 0d | MUMunicipal bondNY State Housing Finance Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 1 ↗ |
| Sep 18, 2025filed Sep 24, 2025 · 6d | MUMunicipal bondBrookhaven, NY GO Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 2 ↗ |
| Sep 18, 2025filed Sep 24, 2025 · 6d | MUMunicipal bondNew York, NY Water Sewer Bond | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 3 ↗ |
| Sep 15, 2025filed Sep 24, 2025 · 9d | —As printedSchenectady, NY Bond | Sale | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 4 ↗ |
| Sep 10, 2025filed Sep 10, 2025 · 0d | —As printedMount Vernon, N.Y. Bond | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 1 ↗ |
| Sep 10, 2025filed Sep 10, 2025 · 0d | —As printedGarden City, N.Y. Bond | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 2 ↗ |
| Sep 9, 2025filed Sep 10, 2025 · 1d | BMYBristol-Myers Squibb (BMY) |
Sale | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 3 ↗ |
| Sep 9, 2025filed Sep 10, 2025 · 1d |  TMOThermo Fisher Scientific, Inc. (TMO) |
Sale | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 4 ↗ |
| Sep 8, 2025filed Sep 10, 2025 · 2d | FDFundSchwab Fundamental US Large Company Index ETF (FNDX) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 5 ↗ |
| Sep 8, 2025filed Sep 10, 2025 · 2d |  UPSUnited Parcel Service, Inc. (UPS) |
Sale | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 6 ↗ |
| Sep 8, 2025filed Sep 10, 2025 · 2d | FDFundVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 7 ↗ |
| Aug 29, 2025filed Sep 3, 2025 · 5d | MUMunicipal bondNorth Hempstead, N.Y. GO Bond | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 1 ↗ |
| Aug 29, 2025filed Sep 3, 2025 · 5d | MUMunicipal bondMiddle County Central School GO Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 2 ↗ |
| Aug 29, 2025filed Sep 3, 2025 · 5d | MUMunicipal bondSuffolk County NY Bond | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 3 ↗ |
| Aug 29, 2025filed Sep 3, 2025 · 5d | FDFundVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 4 ↗ |
| Aug 28, 2025filed Sep 3, 2025 · 6d | —As printedNew York, NY Bond | Sale | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 6 ↗ |
| Aug 27, 2025filed Sep 3, 2025 · 7d | REReal estateFederal Farm Credit Bank | Sale | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 5 ↗ |
| Jun 27, 2025filed Sep 2, 2025 · 67d |  ACNAccenture Plc (ACN) |
Sale Late notice 67d to disclose | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 1 ↗ |
| Jun 27, 2025filed Sep 2, 2025 · 67d | —As printedBank of America Corporate Bonds | Purchase Late notice 67d to disclose | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 2 ↗ |
| Jun 27, 2025filed Sep 2, 2025 · 67d | —As printedBank of America Corporate Bonds | Sale Late notice 67d to disclose | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 3 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d | ABALLIANCEBERNSTEIN HOLDING LP (AB) |
Sale | $1K – $15K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 1 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d | AMZNAMAZON COM INC (AMZN) |
Sale | $1K – $15K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 2 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d |  ARMARM HOLDINGS PLC - ADR (ARM) |
Sale | $1K – $15K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 3 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d |  CRWDCROWDSTRIKE HOLDINGS INC (CRWD) |
Sale | $100K – $250K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 4 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d | INTCINTEL CORP (INTC) |
Sale | $100K – $250K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 5 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d |  IONQIONQ INC (IONQ) |
Sale | $15K – $50K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 6 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d |  MUMICRON TECHNOLOGY INC (MU) |
Sale | $50K – $100K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 7 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d |  SMCISUPER MICRO COMPUTER INC (SMCI) |
Sale | $50K – $100K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 8 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d |  MPMP MATERIALS CORP (MP) |
Sale | $50K – $100K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 9 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d | ARMARM HOLDINGS PLC - ADR (ARM) |
Sale | $50K – $100K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 10 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d | INTCINTEL CORP (INTC) |
Sale | $15K – $50K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 11 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d |  FIZZNATIONAL BEVERAGE CORP (FIZZ) |
Sale | $1K – $15K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 12 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d |  GEHCGE HEALTHCARE TECHNOLOGIES INC (GEHC) |
Sale | $15K – $50K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 13 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d | GEVGE VERNOVA INC (GEV) |
Sale | $50K – $100K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 14 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d |  GEGE AEROSPACE (GE) |
Sale | $100K – $250K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 15 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d | AMZNAMAZON COM INC (AMZN) |
Sale | $100K – $250K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 16 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d |  BXBLACKSTONE GROUP INC (BX) |
Sale | $50K – $100K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 17 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d |  COSTCOSTCO WHOLESALE CORP (COST) |
Sale | $50K – $100K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 18 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d | MSFTMICROSOFT CORP (MSFT) |
Sale | $15K – $50K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 19 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d | ABALLIANCEBERNSTEIN HOLDING LP (AB) |
Sale | $15K – $50K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 20 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d | AMZNAMAZON COM INC (AMZN) |
Sale | $100K – $250K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 21 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d | ARMARM HOLDINGS PLC - ADR (ARM) |
Sale | $15K – $50K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 22 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d |  CCJCAMECO CORP (CCJ) |
Sale | $15K – $50K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 23 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d | MSFTMICROSOFT CORP (MSFT) |
Sale | $15K – $50K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 24 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d | PLTRPALANTIR TECHNOLOGIES INC (PLTR) |
Sale | $100K – $250K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 25 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d |  PANWPALO ALTO NETWORKS (PANW) |
Sale | $15K – $50K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 26 ↗ |
| Aug 14, 2025filed Aug 29, 2025 · 15d |  SCHWCHARLES SCHWAB CORP (SCHW) |
Sale | $15K – $50K | Stephen MillerDeputy Chief of Staff for Policy and Homeland Securi… Row 27 ↗ |
| Aug 14, 2025filed Aug 27, 2025 · 13d | —As printedBlackRock, Inc. (BLK) See Endnote | Sale | $1K – $15K | Daniel BurrowsDeputy Staff Secretary, Trump-Vance (2025) - White H… Row 3 ↗ |
| Aug 13, 2025filed Aug 27, 2025 · 14d |  BCEBCE Inc. Common Stock (BCE) See Endnote |
Sale | $1K – $15K | Daniel BurrowsDeputy Staff Secretary, Trump-Vance (2025) - White H… Row 1 ↗ |
| Aug 13, 2025filed Aug 27, 2025 · 14d | GOOGLAlphabet Inc Class A (GOOGL) See Endnote |
Purchase | $1K – $15K | Daniel BurrowsDeputy Staff Secretary, Trump-Vance (2025) - White H… Row 2 ↗ |
| Aug 22, 2025filed Aug 24, 2025 · 2d | —As printedEndicott, NY Bond | Sale | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 3 ↗ |
| Aug 21, 2025filed Aug 24, 2025 · 3d | MUMunicipal bondIthaca, Lansing, Dryden NY GO Bond | Purchase | $15K – $50K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 2 ↗ |
| Aug 20, 2025filed Aug 24, 2025 · 4d | MUMunicipal bondPort Chester NY GO Bond | Purchase | $1K – $15K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 1 ↗ |
| Jul 18, 2025filed Aug 16, 2025 · 29d | —As printedHess Corp (HES) shares exchanged for Chevron (CVX) shares in a merger | Exchange | $50K – $100K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 1 ↗ |
| Jul 29, 2025filed Aug 14, 2025 · 16d | NVDANVIDIA Corp. (NVDA) |
Sale | $50K – $100K | Kyser BlakelySenior Policy Advisor, Trump-Vance (2025) - White Ho… Row 1 ↗ |
| Jul 29, 2025filed Aug 14, 2025 · 16d |  SHOPShopify Inc. Class A Subordinate Voting Shares (SHOP) |
Sale | $15K – $50K | Kyser BlakelySenior Policy Advisor, Trump-Vance (2025) - White Ho… Row 2 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  AMATApplied Materials, Inc. (AMAT) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 1 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | ACNAccenture Plc (ACN) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 2 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  AMGNAmgen Inc. (AMGN) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 3 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | NVDANVIDIA Corp. (NVDA) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 4 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | MSFTMicrosoft Corp. (MSFT) |
Sale | $500K – $1.0M | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 5 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | AAPLApple, Inc. (AAPL) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 6 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  APHAmphenol Corporation (APH) |
Sale | $500K – $1.0M | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 7 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | AMZNAmazon.com, Inc. (AMZN) |
Sale | $500K – $1.0M | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 8 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  BDXBecton, Dickinson and Company (BDX) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 9 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | GEHCGE HealthCare Technologies Inc (GEHC) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 10 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | GOOGAlphabet, Inc. (GOOG) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 11 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  CARRCarrier Global Corporation Common Stock (CARR) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 12 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  ECLEcolab, Inc. (ECL) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 13 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | HDThe Home Depot, Inc. (HD) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 14 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  CVXChevron Corp. (CVX) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 15 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  BRK-BBerkshire Hathaway Inc. (BRKB) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 16 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | GOOGLAlphabet, Inc. (GOOGL) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 17 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  CMGChipotle Mexican Grill, Inc. (CMG) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 18 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  RJFRaymond James Financial, Inc. (RJF) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 19 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  NOWServiceNow, Inc. (NOW) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 20 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | TMOThermo Fisher Scientific, Inc. (TMO) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 21 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  JNJJohnson & Johnson (JNJ) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 22 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | TXNTexas Instruments Incorporated (TXN) |
Sale | $500K – $1.0M | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 23 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  PEPPepsiCo, Inc. (PEP) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 24 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  PGProcter & Gamble Co. (PG) |
Sale | $50K – $100K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 25 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | RTXRaytheon Technologies Corporation Common Stock (RTX) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 26 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  TFCTruist Financial Corporation Common Stock (TFC) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 27 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  VVisa, Inc. (V) |
Sale | $500K – $1.0M | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 28 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  JPMJPMorgan Chase & Co. (JPM) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 29 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | MRSHMarsh & McLennan Cos., Inc. (MMC) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 30 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  TJXThe TJX Cos., Inc. (TJX) |
Sale | $250K – $500K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 31 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  CHDChurch & Dwight Co., Inc. (CHD) |
Sale | $15K – $50K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 32 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  AXPAmerican Express Co. (AXP) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 33 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | HDThe Home Depot, Inc. (HD) |
Sale | $50K – $100K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 34 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | COSTCostco Wholesale Corp. (COST) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 35 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | BRK-BBerkshire Hathaway Inc. (BRKB) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 36 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  CMCSAComcast Corp. (CMCSA) |
Sale | $15K – $50K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 37 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | CVXChevron Corp. (CVX) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 38 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  EXPDExpeditors International of Washington, Inc. (EXPD) |
Sale | $15K – $50K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 39 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  DISThe Walt Disney Co. (DIS) |
Sale | $50K – $100K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 40 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  EWEdwards Lifesciences Corp. (EW) |
Sale | $15K – $50K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 41 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  DEDeere & Co. (DE) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 42 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | GOOGLAlphabet, Inc. (GOOGL) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 43 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  HONHoneywell International, Inc. (HON) |
Sale | $50K – $100K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 44 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | TMOThermo Fisher Scientific, Inc. (TMO) |
Sale | $15K – $50K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 45 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | PGProcter & Gamble Co. (PG) |
Sale | $15K – $50K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 46 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  MKLMarkel Corp. (MKL) |
Sale | $15K – $50K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 47 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | QCOMQUALCOMM, Inc. (QCOM) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 48 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  KOThe Coca-Cola Co. (KO) |
Sale | $50K – $100K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 49 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | PAYXPaychex, Inc. (PAYX) |
Sale | $50K – $100K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 50 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  MAMastercard, Inc. (MA) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 51 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | JNJJohnson & Johnson (JNJ) |
Sale | $15K – $50K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 52 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  MMM3M Co. (MMM) |
Sale | $15K – $50K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 53 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  INTUIntuit, Inc. (INTU) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 54 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | MSFTMicrosoft Corp. (MSFT) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 55 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  TRPTC Energy Corporation Common Stock (TRP) |
Sale | $15K – $50K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 56 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  WRBW.R. Berkley Corp. (WRB) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 57 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | VVisa, Inc. (V) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 58 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d |  WFCWells Fargo & Co. (WFC) |
Sale | $100K – $250K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 59 ↗ |
| Jul 14, 2025filed Aug 13, 2025 · 30d | UNPUnion Pacific Corp. (UNP) |
Sale | $50K – $100K | Alina BulazelDirector of the Office of the Deputy Chief of Staff … Row 60 ↗ |
| Jul 8, 2025filed Aug 1, 2025 · 24d | JPMJPMorgan Chase & Co. (JPM) |
Purchase | $1K – $15K | Daniel TisoSpecial Assistant to the President and Deputy Direct… Row 1 ↗ |
| Jul 2, 2025filed Jul 22, 2025 · 20d | —As printedBattery Global Advisors DC BLOX | Purchase | $100K – $250K | Joel ZinbergSpecial Assistant to the President, Trump-Vance (202… Row 1 ↗ |
| Jul 2, 2025filed Jul 9, 2025 · 7d |  MSIMotorola Solutions, Inc. (MSI) |
Sale | $1K – $15K | Gineen BressoPrincipal Deputy Counsel to the President, Trump-Van… Row 1 ↗ |
| Jul 1, 2025filed Jul 7, 2025 · 6d | BDCorporate bondCUSIP 74514L3F2 PUERTO RICO COM 5.375%25GO UTX DUE 07/01/25 | Sale | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 1 ↗ |
| Jun 3, 2025filed Jun 23, 2025 · 20d | —As printedNextEra Energy bonds | Purchase | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 4 ↗ |
| Jun 2, 2025filed Jun 23, 2025 · 21d | —As printedBank of America Corp. bonds | Purchase | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 2 ↗ |
| Jun 2, 2025filed Jun 23, 2025 · 21d | —As printedCharles Schwab Corp. bonds | Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 3 ↗ |
| May 29, 2025filed Jun 23, 2025 · 25d | —As printedNew Jersey bonds | Purchase | $15K – $50K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 1 ↗ |
| Jun 10, 2025filed Jun 20, 2025 · 10d | TSLATesla, Inc. (TSLA) |
Sale | $15K – $50K | Daniel TisoSpecial Assistant to the President and Deputy Direct… Row 1 ↗ |
| Jun 10, 2025filed Jun 13, 2025 · 3d | FDFundDefiance 5g Next General Connectivity ETF (SIXG) | Sale | $100K – $250K | Susie WilesAssistant to the President and Chief of Staff, Trump… Row 2 ↗ |
| Jun 10, 2025filed Jun 13, 2025 · 3d | FDFundDefiance 5g Next General Connectivity ETF (SIXG) | Sale | $15K – $50K | Susie WilesAssistant to the President and Chief of Staff, Trump… Row 3 ↗ |
| Jun 9, 2025filed Jun 13, 2025 · 4d | PGProcter & Gamble Co. (PG) |
Sale | $15K – $50K | Susie WilesAssistant to the President and Chief of Staff, Trump… Row 1 ↗ |
| May 19, 2025filed Jun 8, 2025 · 20d | —As printedDiscover Financial Services (DFS) exchanged for Capital One Financia… | Exchange | $100K – $250K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 1 ↗ |
| May 12, 2025filed May 21, 2025 · 9d | FDFundSchwab US Dividend Equity ETF (SCHD) | Purchase | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 19 ↗ |
| May 12, 2025filed May 21, 2025 · 9d | FDFundVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Purchase | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 20 ↗ |
| May 12, 2025filed May 21, 2025 · 9d | —As printedDFA International Value Portfolio Institutional Class Shares (DFIVX) | Purchase | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 21 ↗ |
| Apr 21, 2025filed May 21, 2025 · 30d | MUMunicipal bondMonmouth County NJ Bonds | Purchase | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 12 ↗ |
| Apr 17, 2025filed May 21, 2025 · 34d | FDFundUBS Select Treasury Preferred Fund (STPXX) | Purchase | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 13 ↗ |
| Apr 14, 2025filed May 21, 2025 · 37d | MUMunicipal bondPort Authority NY NJ Bonds | Purchase | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 14 ↗ |
| Apr 10, 2025filed May 21, 2025 · 41d | JNJJohnson & Johnson (JNJ) |
Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 4 ↗ |
| Apr 10, 2025filed May 21, 2025 · 41d | MSFTMicrosoft Corp. (MSFT) |
Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 5 ↗ |
| Apr 9, 2025filed May 21, 2025 · 42d | ETNEaton Corp. Plc (ETN) |
Purchase | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 6 ↗ |
| Apr 9, 2025filed May 21, 2025 · 42d | HDThe Home Depot, Inc. (HD) |
Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 7 ↗ |
| Apr 9, 2025filed May 21, 2025 · 42d | MSFTMicrosoft Corp. (MSFT) |
Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 8 ↗ |
| Apr 9, 2025filed May 21, 2025 · 42d |  MSMorgan Stanley (MS) |
Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 9 ↗ |
| Apr 9, 2025filed May 21, 2025 · 42d |  PLDPrologis, Inc. (PLD) |
Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 10 ↗ |
| Apr 9, 2025filed May 21, 2025 · 42d | TXNTexas Instruments Incorporated (TXN) |
Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 11 ↗ |
| Apr 8, 2025filed May 21, 2025 · 43d | FDFundSchwab US Dividend Equity ETF (SCHD) | Purchase | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 1 ↗ |
| Apr 8, 2025filed May 21, 2025 · 43d | FDFundVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Purchase | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 2 ↗ |
| Apr 8, 2025filed May 21, 2025 · 43d | —As printedDFA International Value Portfolio III Institutional Class Shares (DF… | Purchase | $15K – $50K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 3 ↗ |
| Apr 8, 2025filed May 21, 2025 · 43d | —As printedNJ Bonds | Purchase | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 15 ↗ |
| Apr 8, 2025filed May 21, 2025 · 43d | —As printedCitigroup, Inc. bonds | Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 16 ↗ |
| Apr 8, 2025filed May 21, 2025 · 43d | —As printedCharles Schwab Corp. bonds | Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 17 ↗ |
| Apr 8, 2025filed May 21, 2025 · 43d | —As printedGoldman Sachs Group Inc. bonds | Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 18 ↗ |
| Apr 1, 2025filed May 20, 2025 · 49d | —As printedTrump Media and Technology Group (TMTG) | Sale Late notice 49d to disclose | $1.0M – $5.0M | Daniel ScavinoDeputy Chief of Staff, Trump-Vance (2025) - White Ho… Row 1 ↗ |
| Mar 27, 2025filed May 20, 2025 · 54d |  DJTTrump Media & Technology Group |
Sale 54d to disclose | $15K – $50K | Sergio GorDirector of the Office of Presidential Personnel, Tr… Row 1 ↗ |
| Mar 26, 2025filed May 20, 2025 · 55d | HOODRobinhood Markets Inc. Class A Common Stock (HOOD) |
Sale Late notice 55d to disclose | $15K – $50K | Daniel ScavinoDeputy Chief of Staff, Trump-Vance (2025) - White Ho… Row 2 ↗ |
| Apr 10, 2025filed May 8, 2025 · 28d | NVDANVIDIA Corp. (NVDA) |
Sale | $1K – $15K | Jared BorgDeputy Director of White House Office of Intergovern… Row 1 ↗ |
| Apr 10, 2025filed May 8, 2025 · 28d | AMZNAmazon.com, Inc. (AMZN) |
Sale | $1K – $15K | Jared BorgDeputy Director of White House Office of Intergovern… Row 2 ↗ |
| Apr 10, 2025filed May 8, 2025 · 28d | TSLATesla, Inc. (TSLA) |
Sale | $1K – $15K | Jared BorgDeputy Director of White House Office of Intergovern… Row 3 ↗ |
| Apr 10, 2025filed May 8, 2025 · 28d | PLTRPalantir Technologies Inc. Class A Common Stock (PLTR) |
Sale | $1K – $15K | Jared BorgDeputy Director of White House Office of Intergovern… Row 4 ↗ |
| Apr 10, 2025filed May 8, 2025 · 28d |  DIASPDR Dow Jones Industrial Average ETF Trust (DIA) |
Sale | $1K – $15K | Jared BorgDeputy Director of White House Office of Intergovern… Row 5 ↗ |
| Apr 10, 2025filed May 8, 2025 · 28d | FDFundVanguard 500 Index Fund ETF Shares (VOO) | Sale | $1K – $15K | Jared BorgDeputy Director of White House Office of Intergovern… Row 6 ↗ |
| Apr 10, 2025filed May 8, 2025 · 28d |  SPYSPDR S&P 500 ETF Trust (SPY) |
Sale | $1K – $15K | Jared BorgDeputy Director of White House Office of Intergovern… Row 7 ↗ |
| May 7, 2025filed May 7, 2025 · 0d | FDFundFidelity Total Market Index Fund (FSKAX) | Sale | $1K – $15K | Scott CentorinoSpecial Assistant to the President for Domestic Poli… Row 1 ↗ |
| May 7, 2025filed May 7, 2025 · 0d | FDFundFidelity Total International Index Fund (FTIHX) | Sale | $1K – $15K | Scott CentorinoSpecial Assistant to the President for Domestic Poli… Row 2 ↗ |
| Mar 25, 2025filed May 5, 2025 · 41d | AMZNAmazon.com, Inc. (AMZN) |
Sale Late notice | $15K – $50K | David WarringtonAssistant to the President and Counsel to the Presid… Row 1 ↗ |
| Mar 25, 2025filed May 5, 2025 · 41d | NVDANVIDIA Corp. (NVDA) |
Sale Late notice | $1K – $15K | David WarringtonAssistant to the President and Counsel to the Presid… Row 2 ↗ |
| Mar 25, 2025filed May 5, 2025 · 41d | BRK-BBerkshire Hathaway Inc. (BRKB) |
Sale Late notice | $1K – $15K | David WarringtonAssistant to the President and Counsel to the Presid… Row 3 ↗ |
| Apr 24, 2025filed Apr 26, 2025 · 2d |  PTHRFPantheon Resources PLC (PTHRF) |
Purchase | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 33 ↗ |
| Apr 4, 2025filed Apr 26, 2025 · 22d | PTHRFPantheon Resources PLC (PTHRF) |
Purchase | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 23 ↗ |
| Apr 4, 2025filed Apr 26, 2025 · 22d |  RIGTransocean Ltd. (RIG) |
Purchase | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 24 ↗ |
| Apr 4, 2025filed Apr 26, 2025 · 22d |  ARAntero Resources Corp. (AR) |
Purchase | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 34 ↗ |
| Apr 4, 2025filed Apr 26, 2025 · 22d |  ADXAdams Diversified Equity Fund (ADX) |
Purchase | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 35 ↗ |
| Apr 4, 2025filed Apr 26, 2025 · 22d | CVXChevron Corp. (CVX) |
Purchase | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 36 ↗ |
| Apr 4, 2025filed Apr 26, 2025 · 22d |  BSTZBlackRock Science and Technology Trust II (BSTZ) |
Purchase | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 37 ↗ |
| Apr 4, 2025filed Apr 26, 2025 · 22d |  BSTBlackRock Science and Technology Trust (BST) |
Purchase | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 38 ↗ |
| Apr 4, 2025filed Apr 26, 2025 · 22d |  CVECenovus Energy Inc Common Stock (CVE) |
Purchase | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 39 ↗ |
| Apr 4, 2025filed Apr 26, 2025 · 22d |  TGBTaseko Mines Ltd. Common Stock (TGB) |
Purchase | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 40 ↗ |
| Apr 4, 2025filed Apr 26, 2025 · 22d | DVNDevon Energy Corp. (DVN) |
Purchase | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 41 ↗ |
| Apr 4, 2025filed Apr 26, 2025 · 22d |  BORRBorr Drilling Limited Common Shares (BORR) |
Purchase | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 42 ↗ |
| Apr 4, 2025filed Apr 26, 2025 · 22d |  WDSWoodside Energy Group Limited American Depositary Shares each representing one Ordinary Share (WDS) |
Purchase | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 43 ↗ |
| Feb 14, 2025filed Apr 26, 2025 · 71d |  TFPMTriple Flag Precious Metals Corp (TFPM) |
Purchase 71d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 26 ↗ |
| Feb 14, 2025filed Apr 26, 2025 · 71d | —As printedWalgreens Boots Alliance, Inc. (WBA) | Purchase 71d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 29 ↗ |
| Feb 14, 2025filed Apr 26, 2025 · 71d | WDSWoodside Energy Group Limited American Depositary Shares each representing one Ordinary Share (WDS) |
Purchase 71d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 30 ↗ |
| Feb 14, 2025filed Apr 26, 2025 · 71d |  BTGB2Gold Corp Common shares (Canada) (BTG) |
Purchase 71d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 44 ↗ |
| Feb 14, 2025filed Apr 26, 2025 · 71d | BORRBorr Drilling Limited Common Shares (BORR) |
Purchase 71d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 45 ↗ |
| Feb 14, 2025filed Apr 26, 2025 · 71d | AMDAdvanced Micro Devices, Inc. (AMD) |
Purchase 71d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 46 ↗ |
| Feb 14, 2025filed Apr 26, 2025 · 71d |  CLFCleveland-Cliffs, Inc. (CLF) |
Purchase 71d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 47 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d | ADXAdams Diversified Equity Fund (ADX) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 1 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d |  AMAntero Midstream Corporation (AM) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 2 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d | AMDAdvanced Micro Devices, Inc. (AMD) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 3 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d | ARAntero Resources Corp. (AR) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 4 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d |  ASGLiberty All-Star Growth Fund, Inc (ASG) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 5 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d | BORRBorr Drilling Limited Common Shares (BORR) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 6 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d | BSTBlackRock Science and Technology Trust (BST) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 7 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d | BSTZBlackRock Science and Technology Trust II (BSTZ) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 8 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d | BTGB2Gold Corp Common shares (Canada) (BTG) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 9 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d |  BTUPeabody Energy Corp. (BTU) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 10 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d |  CBRLCracker Barrel Old Country Store, Inc. (CBRL) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 11 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d |  CCICrown Castle International Corp. (CCI) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 12 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d | CLFCleveland-Cliffs, Inc. (CLF) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 13 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d | CVECenovus Energy Inc Common Stock (CVE) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 14 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d | CVXChevron Corp. (CVX) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 15 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d | DVNDevon Energy Corp. (DVN) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 16 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d |  FLGFlagstar Financial, Inc. (FLG) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 17 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d |  FNVFranco-Nevada Corporation (FNV) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 18 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d |  GOLDBarrick Gold Corporation Common Stock (BC) (GOLD) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 19 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d |  IAUXi-80 Gold Corp. Common Shares (IAUX) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 20 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d | —As printedLeggett & Platt, Inc. (LEG) | Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 21 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d |  ORealty Income Corp. (O) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 22 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d |  SBSWD/B/A Sibanye-Stillwater Limited ADS (SBSW) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 25 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d | TGBTaseko Mines Ltd. Common Stock (TGB) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 27 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d |  VZVerizon Communications, Inc. (VZ) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 28 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d | —As printedUnited States Steel Corp. (X) | Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 31 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d |  XOMExxon Mobil Corp. (XOM) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 32 ↗ |
| Jan 27, 2025filed Apr 26, 2025 · 89d | RIGTransocean Ltd. (RIG) |
Purchase 89d to disclose | $1K – $15K | Christopher EscobedoAssociate Director for Political Affairs, Trump-Vanc… Row 48 ↗ |
| Apr 11, 2025filed Apr 16, 2025 · 5d | —As printedLimited Partner Interest in 59CH Ventures Master, LP - Umbra Series B | Sale | $1K – $15K | Ryan BaaschDeputy Assistant to the President for Economic Polic… Row 1 ↗ |
| Apr 7, 2025filed Apr 16, 2025 · 9d | MSIMotorola Solutions, Inc. (MSI) |
Sale | $1K – $15K | Gineen BressoPrincipal Deputy Counsel to the President, Trump-Van… Row 1 ↗ |
| Feb 6, 2025filed Apr 11, 2025 · 64d | —As printedNextEra Energy, Inc., bonds | Purchase 64d to disclose | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 1 ↗ |
| Feb 5, 2025filed Apr 11, 2025 · 65d | —As printedEdison International, bonds | Sale 65d to disclose | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 2 ↗ |
| Feb 5, 2025filed Apr 11, 2025 · 65d | —As printedCitigroup, Inc., bonds | Purchase 65d to disclose | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 3 ↗ |
| Mar 7, 2025filed Apr 3, 2025 · 27d | —As printedFHLB Bond | Purchase | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 1 ↗ |
| Mar 6, 2025filed Apr 3, 2025 · 28d | —As printedFHLB Bond | Purchase | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 2 ↗ |
| Mar 6, 2025filed Apr 3, 2025 · 28d | —As printedCitigroup Inc., bonds | Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 3 ↗ |
| Mar 6, 2025filed Apr 3, 2025 · 28d | —As printedBank of America Corp., bonds | Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 4 ↗ |
| Mar 6, 2025filed Apr 3, 2025 · 28d | —As printedAlly Financial, Inc., bonds | Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 5 ↗ |
| Mar 6, 2025filed Apr 3, 2025 · 28d | —As printedCapital One Financial Corp., bonds | Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 6 ↗ |
| Mar 6, 2025filed Apr 3, 2025 · 28d | —As printedGoldman Sachs Group Inc., bonds | Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 7 ↗ |
| Mar 6, 2025filed Apr 3, 2025 · 28d | —As printedPNC Financial Services Group, Inc., bonds | Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 8 ↗ |
| Mar 6, 2025filed Apr 3, 2025 · 28d | —As printedNextera Energy, Inc., bonds | Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 9 ↗ |
| Mar 6, 2025filed Apr 3, 2025 · 28d | —As printedCharles Schwab Corp., bonds | Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 10 ↗ |
| Mar 6, 2025filed Apr 3, 2025 · 28d | —As printedWells Fargo & Co., bonds | Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 11 ↗ |
| Mar 14, 2025filed Mar 28, 2025 · 14d |  ADBEADOBE INC |
Sale | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 3 ↗ |
| Mar 14, 2025filed Mar 28, 2025 · 14d |  BABOEING CO |
Sale | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 4 ↗ |
| Mar 14, 2025filed Mar 28, 2025 · 14d |  MRNAMODERNA INC |
Sale | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 6 ↗ |
| Mar 14, 2025filed Mar 28, 2025 · 14d | BXBLACKSTONE INC |
Sale | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 8 ↗ |
| Mar 14, 2025filed Mar 28, 2025 · 14d |  RFREGIONS FINL CORP NEW |
Sale | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 35 ↗ |
| Mar 14, 2025filed Mar 28, 2025 · 14d | —As printedEXXON MOBIL CORP | Sale | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 36 ↗ |
| Feb 21, 2025filed Mar 28, 2025 · 35d | —As printedCROWN CASTLE INC REIT See Endnote | Sale Late notice | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 34 ↗ |
| Feb 20, 2025filed Mar 28, 2025 · 36d | —As printedPFIZER INC See Endnote | Sale Late notice | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 32 ↗ |
| Feb 20, 2025filed Mar 28, 2025 · 36d | —As printedMERCK & CO. INC. See Endnote | Sale Late notice | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 33 ↗ |
| Feb 18, 2025filed Mar 28, 2025 · 38d | —As printedMODERNA INC See Endnote | Sale Late notice | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 10 ↗ |
| Feb 18, 2025filed Mar 28, 2025 · 38d | —As printedHEXCEL CORP NEW See Endnote | Sale Late notice | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 30 ↗ |
| Feb 18, 2025filed Mar 28, 2025 · 38d | —As printedAPA CORP See Endnote | Sale Late notice | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 31 ↗ |
| Feb 14, 2025filed Mar 28, 2025 · 42d | —As printedDEXCOM INC See Endnote | Sale Late notice | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 1 ↗ |
| Feb 14, 2025filed Mar 28, 2025 · 42d | —As printedDEXCOM INC See Endnote | Sale Late notice | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 2 ↗ |
| Feb 14, 2025filed Mar 28, 2025 · 42d | —As printedWELLS FARGO & CO See Endnote | Sale Late notice | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 13 ↗ |
| Feb 14, 2025filed Mar 28, 2025 · 42d | —As printedPRA GROUP INC See Endnote | Sale Late notice | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 27 ↗ |
| Feb 14, 2025filed Mar 28, 2025 · 42d | —As printedCONAGRA BRANDS INC See Endnote | Sale Late notice | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 28 ↗ |
| Feb 14, 2025filed Mar 28, 2025 · 42d | —As printedDEXCOM INC See Endnote | Sale Late notice | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 29 ↗ |
| Feb 13, 2025filed Mar 28, 2025 · 43d | —As printedFEDEX CORP See Endnote | Sale Late notice | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 7 ↗ |
| Feb 13, 2025filed Mar 28, 2025 · 43d | —As printedGE HEALTHCARE TECHNOLOGIES INC See Endnote | Sale Late notice | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 12 ↗ |
| Feb 13, 2025filed Mar 28, 2025 · 43d | —As printedWALGREENS BOOTS ALLIANCE See Endnote | Sale Late notice | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 24 ↗ |
| Feb 13, 2025filed Mar 28, 2025 · 43d | —As printedVIATRIS INC See Endnote | Sale Late notice | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 25 ↗ |
| Feb 13, 2025filed Mar 28, 2025 · 43d | —As printedADOBE INC See Endnote | Sale Late notice | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 26 ↗ |
| Feb 12, 2025filed Mar 28, 2025 · 44d | —As printedADOBE INC See Endnote | Sale Late notice | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 9 ↗ |
| Feb 12, 2025filed Mar 28, 2025 · 44d | —As printedGE AEROSPACE See Endnote | Sale Late notice | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 11 ↗ |
| Feb 12, 2025filed Mar 28, 2025 · 44d |  GSKGSK PLC ADR FSPONSORED ADR See Endnote |
Sale Late notice | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 14 ↗ |
| Feb 12, 2025filed Mar 28, 2025 · 44d | —As printedLVMH MOET HENNESSY ADR See Endnote | Sale Late notice | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 15 ↗ |
| Feb 12, 2025filed Mar 28, 2025 · 44d | —As printedBP P L C FSPONSORED ADR See Endnote | Sale Late notice | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 16 ↗ |
| Feb 12, 2025filed Mar 28, 2025 · 44d | —As printedBCE INC See Endnote | Sale Late notice | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 17 ↗ |
| Feb 12, 2025filed Mar 28, 2025 · 44d | —As printedLIBERTY BROADBAND CORP CLASS A See Endnote | Sale Late notice | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 18 ↗ |
| Feb 12, 2025filed Mar 28, 2025 · 44d | —As printedSKYWORKS SOLUTIONS INC See Endnote | Sale Late notice | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 19 ↗ |
| Feb 12, 2025filed Mar 28, 2025 · 44d | —As printedGRUPO TELEVISA S A B FTRADES WITH DUE BILLS See Endnote | Sale Late notice | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 20 ↗ |
| Feb 12, 2025filed Mar 28, 2025 · 44d | —As printedCVS HEALTH CORP See Endnote | Sale Late notice | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 21 ↗ |
| Feb 12, 2025filed Mar 28, 2025 · 44d | —As printedMAGNA INTL INC See Endnote | Sale Late notice | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 22 ↗ |
| Feb 12, 2025filed Mar 28, 2025 · 44d | —As printedCNH INDL N V See Endnote | Sale Late notice | $15K – $50K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 23 ↗ |
| Feb 11, 2025filed Mar 28, 2025 · 45d | —As printedBEST BUY CO INC See Endnote | Sale Late notice | $1K – $15K | Andrew LyonSpecial Assistant to the President for Economic Poli… Row 5 ↗ |
| Feb 5, 2025filed Mar 14, 2025 · 37d | TXNTexas Instruments Incorporated (TXN) |
Sale | $1K – $15K | Stephen KennyDeputy Counsel to the President, Trump-Vance (2025) … Row 1 ↗ |
About the Holdings column. Each figure is the assets on that filer’s newest annual disclosure (OGE Form 278e) less the debts on it, using the same arithmetic as every other page here: the form gives ranges, not figures, so the number shown is the midpoint of the low ends and the high ends, and it is KeyVex’s estimate rather than anything the filer reported. A + means at least one holding was reported only as “over” an amount, so the total is a floor. Where a holding is an account, the account carries no value and the investments inside it do. “Not shown” means the model would not stand behind a figure, and hovering says why: often the form invites it, because a mortgage must be disclosed and the home it is secured on need not be.
How to read this. These are senior White House staff, who file with the Office of Government Ethics like the President and Vice President but have no page of their own here. A 278-T reports purchases, sales and exchanges over $1,000 by the filer, spouse or dependent children together; the form has no owner column. Amounts are the form’s own ranges. Each report is due within 30 days of the filer learning of a transaction and no later than 45 days after it. Those are two separate clocks and the form only flags one: its own “Notification Received Over 30 Days Ago” column is shown as Late notice, and the gap between the transaction date and the date the filer signed the report is shown beside each row, marked Nd to disclose once it passes 45 days. That gap is measured to the filer’s own signature, the earliest date the form carries, since the certifying official signs later, so it is a floor rather than the full distance. Many rows past 45 days carry no Late-notice flag, because the filer may have been told late; and a filer’s first report is not the explanation, filers new to government file inside 45 days routinely. Neither mark is a finding of any kind, only the distance between two dates the form itself prints. Mutual funds, Treasuries, bank accounts and real property need not be reported. Read from the filing itself. Unlike the President’s scanned reports, these are filed electronically and carry their own text, so every field here is the form’s text exactly as filed rather than a reading of an image, and each report is linked. Where a report’s filename on whitehouse.gov disagrees with the date the filer signed it, the signed date is used.