Vol. I · Iss. 04 · The consensus wireTue, Nov 10 · 15:14 EDT● LIVE

Lloyd Austin

Secretary · Department of Defense/Office of The Secretary

Transactions52Bought34Sold18

Amounts are the ranges the disclosure form asks for, not exact figures. The form does not ask for a precise number, so we do not show one.

Disclosed transactions

DateAssetTypeAmountAccount
Jan 9, 2025Fidelity Government Cash Reserves (FDRXX)sale$1,001 - $15,000—
Oct 2, 2024Fidelity Government Cash Reserves (FDRXX)sale$1,001 - $15,000—
Mar 20, 2024Fidelity Government Cash Reserves (FDRXX)purchase$15,001 - $50,000—
Dec 14, 2023Capital Group Dividend Value ETF Sharepurchase$100,001 - $250,000—
Dec 13, 2023Delaware Smid Cap Growth Fund Institutionalsale$15,001 - $50,000—
Dec 13, 2023Delaware Small Cap Value Fund Institutionalsale$50,001 - $100,000—
Dec 13, 2023Delaware Value Fund Institutional Classsale$100,001 - $250,000—
Dec 13, 2023Fidelity Small Cap Index Fund (FSSNX)purchase$15,001 - $50,000—
Dec 13, 2023Fidelity Mid Cap Index Fund (FSMDX)purchase$15,001 - $50,000—
Sep 22, 2022Limited Term Tax-Exempt Bond Fund ofpurchase$100,001 - $250,000—
Sep 21, 2022Capital Group Growth ETF Share Classpurchase$50,001 - $100,000—
Sep 21, 2022Capital Group International Focus Equity ETFpurchase$15,001 - $50,000—
Sep 21, 2022New World Fund, Inc Class F2 Sharespurchase$50,001 - $100,000—
Sep 21, 2022PIMCO Municipal Bond Fund I-3 (PMUNX)purchase$100,001 - $250,000—
Sep 21, 2022EuroPacific Growth Fund Class F2 Sharessale$15,001 - $50,000—
Sep 21, 2022Fidelity Intermediate Municipal Income Fundsale$100,001 - $250,000—
Sep 21, 2022Fidelity Municipal Bond Index Fund (FMBIX)sale$100,001 - $250,000—
Sep 21, 2022Invesco Oppenheimer Developing Marketssale$50,001 - $100,000—
Sep 21, 2022Tax-Exempt Bond Fund of America Class F2sale$100,001 - $250,000—
Sep 21, 2022T Rowe Price Blue Chip Growth Fund, Incsale$50,001 - $100,000—
Jan 2, 2022Delaware Smid Cap Growth Fund Institutionalpurchase$15,001 - $50,000—
Nov 29, 2021Delaware Smid Cap Growth Fund Institutionalsale$15,001 - $50,000—
Mar 14, 2021Tax-Exempt Bond Fund of America Class F2purchase$100,001 - $250,000—
Mar 14, 2021T Rowe Price QM US Sm-Cap Growth Eqtypurchase$15,001 - $50,000—
Mar 14, 2021T Rowe Price Blue Chip Growth Fund, Incpurchase$50,001 - $100,000—
Mar 14, 2021Akre Focus Fund Retail Class Sharespurchase$50,001 - $100,000—
Mar 14, 2021PIMCO Municipal Bond Fund Class A Sharespurchase$15,001 - $50,000—
Mar 14, 2021Nuveen High Yield Municipal Bond Fundpurchase$50,001 - $100,000—
Mar 14, 2021AlphaSimplex Managed Futures Strategypurchase$50,001 - $100,000—
Mar 14, 2021WCM Focused International Growth Fundpurchase$50,001 - $100,000—
Mar 14, 2021Goldman Sachs High Yield Municipal Fundpurchase$50,001 - $100,000—
Mar 14, 2021Fidelity Intermediate Municipal Income Fundpurchase$100,001 - $250,000—
Mar 14, 2021Fidelity Municipal Bond Index Fund (FMBIX)purchase$100,001 - $250,000—
Mar 14, 2021Fidelity Mid Cap Index Fund (FSMDX)purchase$15,001 - $50,000—
Mar 14, 2021Fidelity Small Cap Index Fund (FSSNX)purchase$15,001 - $50,000—
Mar 14, 2021Fidelity 500 Index Fund (FXAIX)purchase$100,001 - $250,000—
Mar 14, 2021Fidelity Extended Market Index Fund (FSMAX)purchase$15,001 - $50,000—
Mar 14, 2021Fidelity International Index Fund (FSPSX)purchase$50,001 - $100,000—
Mar 14, 2021EuroPacific Growth Fund Class F2 Sharespurchase$50,001 - $100,000—
Mar 14, 2021Delaware Value Fund Institutional Classpurchase$100,001 - $250,000—
Mar 14, 2021Delaware Small Cap Value Fund Institutionalpurchase$15,001 - $50,000—
Mar 14, 2021Delaware Smid Cap Growth Fund Institutionalpurchase$15,001 - $50,000—
Mar 14, 2021American High-Income Municipal Bond Fundpurchase$15,001 - $50,000—
Mar 14, 2021American Beacon AHL Managed Futurespurchase$50,001 - $100,000—
Mar 14, 2021Invesco Oppenheimer Developing Marketspurchase$50,001 - $100,000—
Mar 14, 2021Fidelity Government Cash Reserves (FDRXX)sale$1,000,001 - $5,000,000—
Mar 8, 2021Raytheon Technologies Corp. (RTX)sale$1,001 - $15,000—
Mar 4, 2021Fidelity Government Cash Reserves (FDRXX)purchase$1,000,001 - $5,000,000—
Mar 1, 2021Raytheon Technologies Corp. (RTX)sale$500,001 - $1,000,000—
Feb 16, 2021Booz Allen Hamilton Holding Corp. (BAH)sale$100,001 - $250,000—
Feb 16, 2021Nucor Corp. (NUE)sale$500,001 - $1,000,000—
Feb 16, 2021Tenet Healthcare Corp. (THC)sale$1,000,001 - $5,000,000—

Filings on record

Every disclosure OGE lists for Lloyd Austin, including the ones we have not read. A filing with no figures is not an absence of trading.

FiledTypeTrades readStatusSource
Mar 25, 2025Termination3Readfiling
Aug 17, 2024Annual 20246Readfiling
May 6, 2023Annual 202312Readfiling
Jun 1, 2022Annual 202231Readfiling
Apr 7, 2021278 Transaction—Periodic report, published as a scan we do not readfiling
Mar 30, 2021Certification of Ethics Agreement Compliance—Periodic report, published as a scan we do not readfiling
Mar 11, 2021Certificate of Divestiture OGE-2021-016—OGE releases this one only on request—
Feb 12, 2021Certificate of Divestiture OGE-2021-009—OGE releases this one only on request—
Jan 10, 2021Ethics Agreement—Periodic report, published as a scan we do not readfiling
Jan 10, 2021Nominee 278—No readable transactions table foundfiling

10 filings listed · 6 not read · source oge.gov

This is public record, presented as public record. It is not a trading signal and not investment advice.

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