Washington · Established 2026

The Potomac Ledger

Dossier

Lloyd Austin

Secretary, Department of Defense/Office of The Secretary · disclosures Mar 29 – Jan 16

56Disclosures
—No current committee — not screened
0%Late rate (0)
—Avg mkt-adj 3 months
$7.9M – $28.9MDisclosed $ volume

Agency

Secretary, Department of Defense/Office of The Secretary

Disclosed trades

Disclosed Traded Action Ticker / Asset Amount Sector Flags
Jan 16 Mar 21 BUY $FDRXX Fidelity Government Cash Reserves (FDRXX) $15K–$50K —
Jan 16 Oct 3 SELL $FDRXX Fidelity Government Cash Reserves (FDRXX) $1K–$15K —
Jan 16 Jan 10 SELL $FDRXX Fidelity Government Cash Reserves (FDRXX) $1K–$15K —
May 9 Dec 14 SELL $DFDIX Delaware Smid Cap Growth Fund Institutional $15K–$50K —
May 9 Dec 14 SELL $DEVIX Delaware Small Cap Value Fund Institutional $50K–$100K —
May 9 Dec 14 SELL $DDVIX Delaware Value Fund Institutional $100K–$250K —
May 9 Dec 15 BUY $CGDV Capital Dividend Value ETF Share $100K–$250K —
May 9 Dec 14 BUY $FSSNX Fidelity Small Cap Index Fund (FSSNX) $15K–$50K —
May 9 Dec 14 BUY $FSMDX Fidelity Mid Cap Index Fund (FSMDX) $15K–$50K —
Apr 27 Sep 22 BUY $CGGR Capital Growth ETF Share $50K–$100K —
Apr 27 Sep 22 BUY $CGXU Capital International Focus Equity ETF Share $15K–$50K —
Apr 27 Jan 3 BUY $DFDIX Delaware Smid Cap Growth Fund Institutional $15K–$50K —
Apr 27 Sep 23 BUY $LTEFX Limited Term Tax-Exempt Bond Fund of America $100K–$250K —
Apr 27 Sep 22 BUY $NFFFX New World Fund $50K–$100K —
Apr 27 Sep 22 BUY $PMUNX PIMCO Municipal Bond Fund I-3 (PMUNX) $100K–$250K —
Apr 27 Sep 22 SELL $AEPFX EuroPacific Growth Fund $15K–$50K —
Apr 27 Sep 22 SELL $FLTMX Fidelity Intermediate Municipal Income Fund (FLTMX) $100K–$250K —
Apr 27 Sep 22 SELL $FMBIX Fidelity Municipal Bond Index Fund (FMBIX) $100K–$250K —
Apr 27 Sep 22 SELL $ODVYX Invesco Oppenheimer Developing Markets Fund $50K–$100K —
Apr 27 Sep 22 SELL $TEAFX Tax-Exempt Bond Fund of America $100K–$250K —
Apr 27 Sep 22 SELL $TRBCX T Rowe Price Blue Chip Growth Fund (TRBCX) $50K–$100K —
May 13 Mar 15 BUY $TEAFX Tax-Exempt Bond Fund of America $100K–$250K —
May 13 Mar 15 BUY $PRDSX T Rowe Price QM US Sm-Cap Growth Eqty Fd (PRDSX) $15K–$50K —
May 13 Mar 15 BUY $TRBCX T Rowe Price Blue Chip Growth Fund (TRBCX) $50K–$100K —
May 13 Mar 15 BUY $AKREX Akre Focus Fund Retail $50K–$100K —
May 13 Mar 15 BUY $PMLAX PIMCO Municipal Bond Fund $15K–$50K —
May 13 Mar 15 BUY $NHMAX Nuveen High Yield Municipal Bond Fund $50K–$100K —
May 13 Mar 15 BUY $ASFYX AlphaSimplex Managed Futures Strategy Fund $50K–$100K —
May 13 Mar 15 BUY $WCMRX WCM Focused International Growth Fund Investor $50K–$100K —
May 13 Mar 15 BUY $GHYIX Goldman Sachs High Yield Municipal Fund Institutional Shares (GHYIX) $50K–$100K —
May 13 Mar 15 BUY $FLTMX Fidelity Intermediate Municipal Income Fund (FLTMX) $100K–$250K —
May 13 Mar 15 BUY $FMBIX Fidelity Municipal Bond Index Fund (FMBIX) $100K–$250K —
May 13 Mar 15 BUY $FSMDX Fidelity Mid Cap Index Fund (FSMDX) $15K–$50K —
May 13 Mar 15 BUY $FSSNX Fidelity Small Cap Index Fund (FSSNX) $15K–$50K —
May 13 Mar 15 BUY $FXAIX Fidelity 500 Index Fund (FXAIX) $100K–$250K —
May 13 Mar 15 BUY $FSMAX Fidelity Extended Market Index Fund (FSMAX) $15K–$50K —
May 13 Mar 15 BUY $FSPSX Fidelity International Index Fund (FSPSX) $50K–$100K —
May 13 Mar 15 BUY $AEPFX EuroPacific Growth Fund $50K–$100K —
May 13 Mar 15 BUY $DDVIX Delaware Value Fund Institutional $100K–$250K —
May 13 Mar 15 BUY $DEVIX Delaware Small Cap Value Fund Institutional $15K–$50K —
May 13 Mar 15 BUY $DFDIX Delaware Smid Cap Growth Fund Institutional $15K–$50K —
May 13 Mar 15 BUY $AHMFX American High-Income Municipal Bond Fund $15K–$50K —
May 13 Mar 15 BUY $AHLYX American Beacon AHL Managed Futures Strategy Fund $50K–$100K —
May 13 Mar 15 BUY $ODVYX Invesco Oppenheimer Developing Markets Fund $50K–$100K —
May 13 Nov 30 SELL $DFDIX Delaware Smid Cap Growth Fund Institutional $15K–$50K —
May 13 Mar 5 BUY $FDRXX Fidelity Government Cash Reserves (FDRXX) $1M–$5M —
May 13 Mar 15 SELL $FDRXX Fidelity Government Cash Reserves (FDRXX) $1M–$5M —
May 13 Feb 17 SELL $BAH Booz Allen Hamilton Holding (BAH) $100K–$250K Industrials
May 13 Feb 17 SELL $THC Tenet Healthcare (THC) $1M–$5M Healthcare
May 13 Mar 2 SELL $RTX Raytheon Technologies (RTX) $500K–$1M Industrials

Showing 50 of 56 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.

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