Washington · Established 2026

The Potomac Ledger

Dossier

Ellen McCausland Lord

Under Secretary for Acquisition, Technology, Logistics, Department of Defense/Office of The Secretary · disclosures May 8 – Jan 14

105Disclosures
—No current committee — not screened
0%Late rate (0)
—Avg mkt-adj 3 months
$1.2M – $4MDisclosed $ volume

Agency

Under Secretary for Acquisition, Technology, Logistics, Department of Defense/Office of The Secretary

Disclosed trades

Disclosed Traded Action Ticker / Asset Amount Sector Flags
Jan 14 Feb 13 SELL $PDBZX PGIM Total Return Bond Fund $15K–$50K —
Jan 14 Feb 13 SELL $HEOZX Highland Long/Short Equity Fund $100K–$250K —
Jan 14 Feb 13 SELL $HGOIX Hartford Growth Opportunities Fund $15K–$50K —
Jan 14 Feb 13 SELL $FABZX Franklin K2 Alternative Strategies Fund Advisor $15K–$50K —
Jan 14 Feb 13 BUY $HGOIX Hartford Growth Opportunities Fund $15K–$50K —
Jan 14 Feb 24 BUY $NBHIX Neuberger Berman Equity Income Fund Institutional $1K–$15K —
Jan 14 Feb 13 BUY $DBLTX DoubleLine Total Return Bond Fund $1K–$15K —
Jan 14 Feb 24 BUY $PDBZX PGIM Total Return Bond Fund $1K–$15K —
Jan 14 Mar 4 SELL $AEPFX EuroPacific Growth Fund $100K–$250K —
Jan 14 Mar 4 SELL $NBHIX Neuberger Berman Equity Income Fund Institutional $100K–$250K —
Jan 14 Mar 4 SELL $RSP Invesco S&P 500 Equal Weight ETF (RSP) $15K–$50K —
Jan 14 Mar 4 SELL $JKL iShares Morningstar Small-Cap Value ETF (JKL) $15K–$50K Financial Services
Jan 14 Mar 4 SELL $PIFZX PGIM Short-Term Corporate Bond Fund $15K–$50K —
Jan 14 Mar 4 SELL $CMNIX Calamos Market Neutral Income Fund $1K–$15K —
Jan 14 Mar 4 SELL $IJH iShares Core S&P Mid-Cap ETF (IJH) $1K–$15K —
Jan 14 Mar 4 SELL $FTA First Trust Large Cap Value AlphaDEX Fund (FTA) $50K–$100K —
Jan 14 Mar 4 SELL $IJK iShares S&P Mid-Cap 400 Growth ETF (IJK) $1K–$15K —
Jan 14 Mar 4 SELL $DBLTX DoubleLine Total Return Bond Fund $1K–$15K —
Jan 14 Mar 4 SELL $HIEMX Virtus VontobelEmerging Markets Opportunities Fund $15K–$50K —
Jan 14 Mar 4 SELL $VBK Vanguard Small-Cap Growth Index Fund ETF $1K–$15K —
Jan 14 Mar 4 SELL $CIHIX Cullen International High Dividend Fund $1K–$15K —
Jan 14 Mar 4 SELL $PRFSX T Rowe Price Tax-Free Short-Intermediate Fund (PRFSX) $1K–$15K —
Jan 14 Mar 4 SELL $EXG Eaton VanceTax-ManagedGlobal Diversified Equity Income Fund (EXG) $1K–$15K Financial Services
Jan 14 Mar 4 SELL $AQMIX AQR Managed Futures Strategy Fund $1K–$15K —
Jan 14 Mar 4 SELL $PRJPX T Rowe Price Japan Fund (PRJPX) $1K–$15K —
Jan 14 Apr 14 BUY $IJR iShares Core S&P Small-Cap ETF (IJR) $50K–$100K —
Jan 14 Apr 14 BUY $LYRIX Lyrical US Value Equity Fund Institutional $50K–$100K —
Jan 14 Apr 14 BUY $PIFZX PGIM Short-Term Corporate Bond Fund $50K–$100K —
Jan 14 Apr 14 BUY $ABYIX Abbey Capital Futures Strategy Fund $15K–$50K —
Jan 14 Apr 14 BUY $MSEQX Morgan Stanley Institutional Fund Trust Growth Portfolio $50K–$100K —
Jan 14 Apr 14 BUY $VWO VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) $15K–$50K —
Jan 14 Apr 14 BUY $RSP Invesco S&P 500 Equal Weight ETF (RSP) $15K–$50K —
Jan 14 Apr 14 BUY $TPYP TortoiseNorth American Pipeline Fund (TPYP) $15K–$50K —
Jan 14 Apr 14 BUY $HFEIX Janus Henderson European Focus Fund $15K–$50K —
Jan 14 Apr 14 BUY $EXG Eaton VanceTax-ManagedGlobal Diversified Equity Income Fund (EXG) $15K–$50K Financial Services
Jan 14 Apr 14 BUY $IJK iShares S&P Mid-Cap 400 Growth ETF (IJK) $15K–$50K —
Jan 14 Apr 14 BUY $IJH iShares Core S&P Mid-Cap ETF (IJH) $1K–$15K —
Jan 14 Apr 14 BUY $AQMIX AQR Managed Futures Strategy Fund $1K–$15K —
Jan 14 Apr 14 SELL $NML Neuberger Berman MLP and Energy Income Fund (NML) $50K–$100K Financial Services
Jan 14 Jun 26 BUY $NLSIX Neuberger Berman Long Short Fund Institutional $50K–$100K —
Jan 14 Sep 14 SELL $TPYP TortoiseNorth American Pipeline Fund (TPYP) $1K–$15K —
Jan 14 Sep 14 SELL $LYRIX Lyrical US Value Equity Fund Institutional $1K–$15K —
Jan 14 Sep 14 SELL $IJR iShares Core S&P Small-Cap ETF (IJR) $1K–$15K —
Jan 14 Sep 14 SELL $MSEQX Morgan Stanley Institutional Fund Trust Growth Portfolio $1K–$15K —
Jan 14 Sep 14 SELL $VWO VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) $1K–$15K —
Jan 14 Sep 14 SELL $ABYIX Abbey Capital Futures Strategy Fund $1K–$15K —
Jan 14 Sep 14 SELL $HFEIX Janus Henderson European Focus Fund $1K–$15K —
Jan 14 Sep 14 SELL $PRFSX T Rowe Price Tax-Free Short-Intermediate Fund (PRFSX) $1K–$15K —
Jan 14 Sep 14 SELL $PRNHX T Rowe Price New Horizons Fund (PRNHX) $1K–$15K —
Jan 14 Feb 4 BUY $FABZX Franklin K2 Alternative Strategies Fund Advisor $1K–$15K —

Showing 50 of 105 disclosures — full history in The Full Ledger (see the data dictionary).

Disclosures are drawn entirely from public STOCK Act and OGE Form 278-T filings; a conflict flag marks a trade in a sector the member's committee oversees (a signal to read, not a finding of wrongdoing). The average market-adjusted return is a descriptive summary of how these already-disclosed trades fared versus the market — it is not a prediction and not investment advice. Conflict screening compares trades only to the sectors a member's current committees oversee; members with no current committee seat (departed members, chamber leadership) aren't screened, so a 0 (or —) here is not an all-clear. See our methodology and data dictionary.

See how every flag is defined — and verify it against the original filings.

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