LYTIR

Executive branch · OGE Form 278-T

Mitchell M Zais

Office on the latest report: Department of Education, Deputy Secretary

53 purchases (at least $53K); 13 sales (at least $13K), on 1 report, filed Dec 2020.

Periodic transaction reports that senior federal officials file under the Ethics in Government Act. Amounts are the ranges the form asks for; the date is when the transaction happened, and a report can follow weeks later. How to read these

  1. BCOIXPurchase: Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) Sep 15, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  2. UIINXPurchase: USAA Income Fund Institutional Class Shares (UIINX) Sep 15, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  3. UISBXPurchase: USAA Short-Term Bond Fund Institutional Class Shares (UISBX) Sep 15, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  4. ABEYXPurchase: American Beacon International Equity Fund Class Y Shares (ABEYX) Sep 15, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  5. QSERXPurchase: AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) Sep 15, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  6. VGIAXPurchase: Vanguard Growth & Income Fund Admiral Shares (VGIAX) Sep 15, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  7. AHLIXPurchase: American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) Sep 14, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  8. QSPRXPurchase: AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) Sep 14, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  9. GICUXPurchase: Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) Sep 14, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  10. HLIZXPurchase: Harding Loevner International Equity Portfolio Institutional Class Z Shares (HLIZX) Sep 14, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  11. HHHFXPurchase: Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) Sep 14, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  12. UMAFXPurchase: USAA Managed Allocation Fund (UMAFX) Sep 14, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  13. VEVRXPurchase: Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) Sep 14, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  14. DEMIXPurchase: Delaware Emerging Markets Fund Institutional Class Shares (DEMIX) Sep 9, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  15. PEIFXSale: PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX) Sep 8, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  16. ISTBPurchase: iShares Core 1-5 Year USD Bond ETF (ISTB) Jul 24, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  17. VTIPPurchase: Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares (VTIP) Jul 22, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  18. RTXAXSale: Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) Jun 24, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  19. AVGOPurchase: Broadcom, Inc. (AVGO) Jun 24, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  20. COPPurchase: ConocoPhillips (COP) Jun 24, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  21. AVGOPurchase: Broadcom, Inc. (AVGO) Jun 22, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  22. COPPurchase: ConocoPhillips (COP) Jun 22, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  23. HSYPurchase: The Hershey Co. (HSY) Jun 22, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  24. HSYPurchase: The Hershey Co. (HSY) Jun 22, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  25. RTXAXSale: Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) Jun 22, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  26. SWGXXPurchase: Schwab Government Money Fund Sweep Class Shares (SWGXX) May 27, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  27. BCOIXPurchase: Baird Core Plus Bond Fund (BCOIX) May 18, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  28. GICIXPurchase: Goldman Sachs International Small Cap Insights Fund (GICIX) May 18, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  29. HLMIXPurchase: Harding Loevner International Equity Portfolio (HLMIX) May 18, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  30. UMAFXPurchase: USAA Managed Allocation Fund (UMAFX) May 18, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  31. UIINXPurchase: USAA Income Fund Institutional Shares (UIINX) May 18, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  32. VGIAXPurchase: Vanguard Growth & Income Fund Admiral Shares (VGIAX) May 18, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  33. GETGXPurchase: Victory Sycamore Established Value Fund Class R Shares (GETGX) May 18, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  34. TPurchase: AT&T INC COM USD1 (T) May 14, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  35. AAPLSale: Apple INC Com (AAPL) May 14, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  36. BASale: Boeing co com (BA) May 14, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  37. TPurchase: AT&T INC COM USD1 (T) May 12, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  38. AAPLSale: Apple, Inc. (AAPL) May 12, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  39. AHLIXPurchase: American Beacon AHL Managed Futures Strategy F (AHLIX) May 6, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  40. BCOIXPurchase: Baird Core Plus Bond (BCOIX) May 6, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  41. GICIXPurchase: Goldman Sachs International Small Cap Insights Fund (GICIX) May 6, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  42. HLMIXPurchase: Harding Loevner International Equity Portfolio (HLMIX) May 6, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  43. UMAFXPurchase: USAA Managed Allocation Fund (UMAFX) May 6, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  44. UIINXPurchase: USAA Income Fund Institutional Shares (UIINX) May 6, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  45. VGIAXPurchase: Vanguard Growth and Income Fund Admiral Shares (VGIAX) May 6, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  46. VEVRXPurchase: Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) May 6, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  47. ABEYXPurchase: American Beacon International Equity Fund Class Y (ABEYX) May 6, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  48. QSPRXPurchase: AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) Apr 24, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  49. AHLIXPurchase: American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) Apr 24, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  50. BCOIXPurchase: Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) Apr 24, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  51. UISBXPurchase: USAA Short-Term Bond Fund Institutional Class Shares (UISBX) Apr 24, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  52. UIINXPurchase: USAA Income Fund Institutional Class Shares (UIINX) Apr 24, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  53. ABEYXSale: American Beacon International Equity Fund Class Y Shares (ABEYX) Apr 24, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  54. GICUXSale: Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) Apr 24, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  55. EMBPurchase: iSharesJPMorgan USDEmerging Markets Bond ETF (EMB) Apr 3, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  56. IEFASale: iShares Core MSCI EAFE ETF (IEFA) Apr 3, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  57. EXCPurchase: Exelon Corporation (EXC) Apr 2, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  58. TRVPurchase: The Travelers Cos., Inc. (TRV) Apr 2, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  59. TSNPurchase: Tyson Foods, Inc. (TSN) Apr 2, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  60. DGXSale: Quest Diagnostics, Inc. (DGX) Apr 2, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  61. WECSale: WEC Energy Group, Inc. (WEC) Apr 2, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  62. IEFAPurchase: ISHARES Trust Core MSCI EAFE ETF (IEFA) Mar 26, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  63. UIHIXPurchase: USAA High Income Fund INSTL (UIHIX) Mar 25, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  64. VEVRXPurchase: Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) Mar 25, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  65. IEFSale: ISHARES TR Barclays 7 10 YR (IEF) Mar 21, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000
  66. QSMLXSale: AQR Small Cap Multi Style FD CL (QSMLX) Mar 19, 2020 reported Dec 9, 2020 notification over 30 days old, per the form report $1,001 - $15,000

Source: e-filed OGE Form 278-T reports published by the Office of Government Ethics. Reports can be late, amended or wrong at the source; see methodology.