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MITCHELL MCGEEVER ZAIS
Deputy Secretary, Department of Education
Reports
1 filedEach OGE Form 278-T this official filed, newest first. Form 278-T is the periodic transaction report that senior executive-branch officials file with the Office of Government Ethics. They must report each trade over $1,000 within 30 days of being notified of it, and no later than 45 days after the trade. Amounts are ranges, not exact figures.
| Filed | Position | Trades | Report |
|---|---|---|---|
| Oct 21, 2020 | Deputy Secretary, Department of Education | 66 trades | OGE Form 278-T ↗ |
Trades
Every transaction line on these reports, newest first. Amounts are ranges.
| The form has no ticker column. The asset is shown as the filer wrote it. We add a ticker link only when we could match the asset to a listed company. | The form asks for a range, such as $1,001 - $15,000, not an exact amount. A line can be left blank when the filer's note says the amount was not more than $1,000. | Report | |||
|---|---|---|---|---|---|
| Vanguard Growth & Income Fund Admiral Shares (VGIAX) VGIAX | Purchase | Sep 15, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) QSERX | Purchase | Sep 15, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| American Beacon International Equity Fund Class Y Shares (ABEYX) ABEYX | Purchase | Sep 15, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| USAA Short-Term Bond Fund Institutional Class Shares (UISBX) UISBX | Purchase | Sep 15, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| USAA Income Fund Institutional Class Shares (UIINX) UIINX | Purchase | Sep 15, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) BCOIX | Purchase | Sep 15, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) VEVRX | Purchase | Sep 14, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| USAA Managed Allocation Fund (UMAFX) UMAFX | Purchase | Sep 14, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) HHHFX | Purchase | Sep 14, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Harding Loevner International Equity Portfolio Institutional Class Z Shares (HLIZX) HLIZX | Purchase | Sep 14, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) GICUX | Purchase | Sep 14, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) QSPRX | Purchase | Sep 14, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) AHLIX | Purchase | Sep 14, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Delaware Emerging Markets Fund Institutional Class Shares (DEMIX) DEMIX | Purchase | Sep 9, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX) PEIFX | Sale | Sep 8, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| iShares Core 1-5 Year USD Bond ETF (ISTB) ISTB | Purchase | Jul 24, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares (VTIP) VTIP | Purchase | Jul 22, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| ConocoPhillips (COP) | Purchase | Jun 24, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Broadcom, Inc. (AVGO) | Purchase | Jun 24, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) RTXAX | Sale | Jun 24, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) RTXAX | Sale | Jun 22, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| The Hershey Co. (HSY) | Purchase | Jun 22, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| The Hershey Co. (HSY) | Purchase | Jun 22, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| ConocoPhillips (COP) | Purchase | Jun 22, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Broadcom, Inc. (AVGO) | Purchase | Jun 22, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Schwab Government Money Fund Sweep Class Shares (SWGXX) SWGXX | Purchase | May 27, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Victory Sycamore Established Value Fund Class R Shares (GETGX) GETGX | Purchase | May 18, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Vanguard Growth & Income Fund Admiral Shares (VGIAX) VGIAX | Purchase | May 18, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| USAA Income Fund Institutional Shares (UIINX) UIINX | Purchase | May 18, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| USAA Managed Allocation Fund (UMAFX) UMAFX | Purchase | May 18, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Harding Loevner International Equity Portfolio (HLMIX) HLMIX | Purchase | May 18, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Goldman Sachs International Small Cap Insights Fund (GICIX) GICIX | Purchase | May 18, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Baird Core Plus Bond Fund (BCOIX) BCOIX | Purchase | May 18, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Boeing co com (BA) | Sale | May 14, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Apple INC Com (AAPL) | Sale | May 14, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| AT&T INC COM USD1 (T) | Purchase | May 14, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Apple, Inc. (AAPL) | Sale | May 12, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| AT&T INC COM USD1 (T) | Purchase | May 12, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| American Beacon International Equity Fund Class Y (ABEYX) ABEYX | Purchase | May 6, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) VEVRX | Purchase | May 6, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Vanguard Growth and Income Fund Admiral Shares (VGIAX) VGIAX | Purchase | May 6, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| USAA Income Fund Institutional Shares (UIINX) UIINX | Purchase | May 6, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| USAA Managed Allocation Fund (UMAFX) UMAFX | Purchase | May 6, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Harding Loevner International Equity Portfolio (HLMIX) HLMIX | Purchase | May 6, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Goldman Sachs International Small Cap Insights Fund (GICIX) GICIX | Purchase | May 6, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Baird Core Plus Bond (BCOIX) BCOIX | Purchase | May 6, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| American Beacon AHL Managed Futures Strategy F (AHLIX) AHLIX | Purchase | May 6, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) GICUX | Sale | Apr 24, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| American Beacon International Equity Fund Class Y Shares (ABEYX) ABEYX | Sale | Apr 24, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
| USAA Income Fund Institutional Class Shares (UIINX) UIINX | Purchase | Apr 24, 2020 | $1,001 - $15,000 | Oct 21, 2020 | OGE Form 278-T ↗ |
Form 278-T is the periodic transaction report that senior executive-branch officials file with the Office of Government Ethics. They must report each trade over $1,000 within 30 days of being notified of it, and no later than 45 days after the trade. Amounts are ranges, not exact figures. Information, not investment advice.