# Mitchell M. Zais's stock trades: 29 disclosed since 2020

Executive branch · OGE Form 278-T · Updated 11 Dec 2020 · Source: U.S. Office of Government Ethics

Canonical: https://trackedmoney.com/executive/mitchell-m-zais/

## Short answer

As of 28 Sep 2026, Mitchell M. Zais has disclosed 29 securities transactions on OGE Form 278-T, dated Mar 2020 to Sep 2020: 21 purchases and 8 sales across 18 ticker symbols. The most recent report with readable rows, posted 11 Dec 2020, listed 29 transactions. The most-traded stock is Apple Inc. (AAPL), with 2 trades.

## Key facts

- **29 transactions disclosed.** Mitchell M. Zais reported 29 transactions on 1 OGE 278-T reports posted between 11 Dec 2020 and 11 Dec 2020.
- **18 ticker symbols.** The trades span 18 ticker symbols; 3 rows (bonds and assets without a matched ticker) are listed by name only.
- **72% purchases.** 21 of the transactions are purchases and 8 are sales.
- **213 days median delay to public.** Half of Zais's trades became public within 213 days of the trade date, counting to the day OGE posted the report.

## What changed in the latest report

- **11 Dec 2020: Report: 29 transactions.** 21 purchases and 8 sales dated 19 Mar 2020 to 14 Sep 2020, across 18 tickers. This is the first report on record, so every ticker in it is new.

## When the trades happened

Trades per month, by transaction date.

| Month | Trades |
|---|---:|
| Mar 2020 | 4 |
| Apr 2020 | 6 |
| May 2020 | 11 |
| Jun 2020 | 6 |
| Jul 2020 | 1 |
| Aug 2020 | 0 |
| Sep 2020 | 1 |

## Buying or selling?

21 purchases (72%) and 8 sales (28%).

## What stocks does Zais own and trade most?

| Ticker | Company | Buys | Sells | Total |
|---|---|---:|---:|---:|
| AAPL | Apple Inc. | 0 | 2 | 2 |
| AVGO | Broadcom Inc. | 2 | 0 | 2 |
| BCOIX | Baird Core Plus Bond Fund (BCOIX) | 2 | 0 | 2 |
| COP | Conocophillips | 2 | 0 | 2 |
| HSY | Hershey Co | 2 | 0 | 2 |
| IEFA | iShares Core MSCI EAFE ETF (IEFA) | 1 | 1 | 2 |
| T | AT&T Inc. | 2 | 0 | 2 |
| UIINX | USAA Income Fund Institutional Shares (UIINX) | 2 | 0 | 2 |
| BA | Boeing Co | 0 | 1 | 1 |
| DGX | Quest Diagnostics Inc | 0 | 1 | 1 |

## Trades against the share price

- Apple Inc. (AAPL): 0 buys · 2 sells · +373.1% since 6 Mar 2020
- Broadcom Inc. (AVGO): 2 buys · 0 sells · +1202.6% since 6 Mar 2020
- Baird Core Plus Bond Fund (BCOIX) (BCOIX): 2 buys · 0 sells · −18.6% since 6 Mar 2020
- Conocophillips (COP): 2 buys · 0 sells · +181.4% since 6 Mar 2020
- Hershey Co (HSY): 2 buys · 0 sells · +6.4% since 6 Mar 2020
- iShares Core MSCI EAFE ETF (IEFA) (IEFA): 1 buys · 1 sells · +69.4% since 6 Mar 2020
- AT&T Inc. (T): 2 buys · 0 sells · −10.2% since 6 Mar 2020
- USAA Income Fund Institutional Shares (UIINX) (UIINX): 2 buys · 0 sells · −20.1% since 6 Mar 2020
- Boeing Co (BA): 0 buys · 1 sells · −27.9% since 6 Mar 2020
- Quest Diagnostics Inc (DGX): 0 buys · 1 sells · +110.0% since 6 Mar 2020

## What if you had copied Zais's trades?

- Up to Dec 2020 (last filing) (25 Mar 2020 to 11 Dec 2020), entered on each trade date: +25.3%; the S&P 500 over the same days: +49.7%.

## How Zais compares

| Official | Trades | Stocks | Buy share | Days to file (median) |
|---|---:|---:|---:|---:|
| Mitchell M. Zais | 29 | 18 | 72% | 213 |
| Executive branch, median official | 53 | 20 | 38% | 63 |
| Congress, median member | 126 | 37 | 50% | 27 |
| Most active in Congress, past 12 months: Gilbert Cisneros | 2,699 | 710 | 57% | 27 |

The executive median covers the 22 executive officials shown in the Tracked Money app; the Congress median covers 127 House and Senate members shown in the app.
Gilbert Cisneros (House) reported 1,153 trades dated 28 Sep 2025 to 28 Sep 2026, the most of any member in that window.

## Every disclosed trade

The 25 most recent of 29. All rows: [trades.csv](./trades.csv) · [trades.json](./trades.json)

| Traded | Filed | Asset | Type | Amount |
|---|---|---|---|---|
| 2020-09-14 | 2020-12-11 | USAA Managed Allocation Fund (UMAFX) | Purchase | $1,001 - $15,000 |
| 2020-07-24 | 2020-12-11 | **ISTB** iShares Core 1-5 Year USD Bond ETF (ISTB) | Purchase | $1,001 - $15,000 |
| 2020-06-24 | 2020-12-11 | **AVGO** Broadcom, Inc. (AVGO) | Purchase | $1,001 - $15,000 |
| 2020-06-24 | 2020-12-11 | **COP** ConocoPhillips (COP) | Purchase | $1,001 - $15,000 |
| 2020-06-22 | 2020-12-11 | **AVGO** Broadcom, Inc. (AVGO) See Endnote | Purchase | $1,001 - $15,000 |
| 2020-06-22 | 2020-12-11 | **COP** ConocoPhillips (COP) See Endnote | Purchase | $1,001 - $15,000 |
| 2020-06-22 | 2020-12-11 | **HSY** The Hershey Co. (HSY) See Endnote | Purchase | $1,001 - $15,000 |
| 2020-06-22 | 2020-12-11 | **HSY** The Hershey Co. (HSY) See Endnote | Purchase | $1,001 - $15,000 |
| 2020-05-18 | 2020-12-11 | **BCOIX** Baird Core Plus Bond Fund (BCOIX) | Purchase | $1,001 - $15,000 |
| 2020-05-18 | 2020-12-11 | **UIINX** USAA Income Fund Institutional Shares (UIINX) | Purchase | $1,001 - $15,000 |
| 2020-05-18 | 2020-12-11 | USAA Managed Allocation Fund (UMAFX) | Purchase | $1,001 - $15,000 |
| 2020-05-14 | 2020-12-11 | **AAPL** Apple INC Com (AAPL) | Sale | $1,001 - $15,000 |
| 2020-05-14 | 2020-12-11 | **BA** Boeing co com (BA) | Sale | $1,001 - $15,000 |
| 2020-05-14 | 2020-12-11 | **T** AT&T INC COM USD1 (T) | Purchase | $1,001 - $15,000 |
| 2020-05-12 | 2020-12-11 | **AAPL** Apple, Inc. (AAPL) | Sale | $1,001 - $15,000 |
| 2020-05-12 | 2020-12-11 | **T** AT&T INC COM USD1 (T) | Purchase | $1,001 - $15,000 |
| 2020-05-06 | 2020-12-11 | **BCOIX** Baird Core Plus Bond (BCOIX) | Purchase | $1,001 - $15,000 |
| 2020-05-06 | 2020-12-11 | **UIINX** USAA Income Fund Institutional Shares (UIINX) | Purchase | $1,001 - $15,000 |
| 2020-05-06 | 2020-12-11 | USAA Managed Allocation Fund (UMAFX) | Purchase | $1,001 - $15,000 |
| 2020-04-03 | 2020-12-11 | **IEFA** iShares Core MSCI EAFE ETF (IEFA) | Sale | $1,001 - $15,000 |
| 2020-04-02 | 2020-12-11 | **DGX** Quest Diagnostics, Inc. (DGX) | Sale | $1,001 - $15,000 |
| 2020-04-02 | 2020-12-11 | **EXC** Exelon Corporation (EXC) | Purchase | $1,001 - $15,000 |
| 2020-04-02 | 2020-12-11 | **TRV** The Travelers Cos., Inc. (TRV) | Purchase | $1,001 - $15,000 |
| 2020-04-02 | 2020-12-11 | **TSN** Tyson Foods, Inc. (TSN) | Purchase | $1,001 - $15,000 |
| 2020-04-02 | 2020-12-11 | **WEC** WEC Energy Group, Inc. (WEC) | Sale | $1,001 - $15,000 |

## Questions people ask

### Does Zais have to disclose stock trades?

Yes. Senior executive-branch officials, including the President, must report securities transactions over $1,000 on OGE Form 278-T, generally within 45 days of the trade. The Office of Government Ethics publishes the reports.

### How many stock trades has Zais disclosed?

Tracked Money has read 29 transactions from 1 OGE 278-T reports posted between 11 Dec 2020 and 11 Dec 2020, with trade dates from 19 Mar 2020 to 14 Sep 2020.

### What stocks does Zais own?

The 278-T lists transactions, not holdings. The stocks traded most often in these reports are Apple Inc. (AAPL), Broadcom Inc. (AVGO), Baird Core Plus Bond Fund (BCOIX) (BCOIX), Conocophillips (COP), Hershey Co (HSY). Holdings appear on the annual OGE Form 278e financial disclosure, which this page does not cover.

### How quickly do Zais's trades become public?

The median trade on this page became public 213 days after it happened, measured from the trade date to the day OGE posted the report. Amounts are disclosed as ranges, not exact figures.

## Method and sources

- Source: OGE Form 278-T reports published by the U.S. Office of Government Ethics (https://extapps2.oge.gov/201/Presiden.nsf).
- Reports read: 1 (every report OGE has posted as a PDF for this official at the last check); 1 yielded transaction rows.
- Tickers matched: 26 of 29 rows. Company names are matched to tickers by Tracked Money; unmatched rows are kept by name.
- Last checked: 28 Sep 2026.
- Amounts are the disclosed ranges. Trade dates are as reported; the filing date is the day OGE posted the report.

Reports:

- 11 Dec 2020: 29 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/0359E799BD4A71EB8525863B002D619E/$FILE/Mitchell-M-Zais-10.21.2020-278T.pdf

Public filings. Not investment advice.