Watching the government
Former Deputy Attorney General, Department of Justice
Lisa O Monaco Securities trades and financial disclosures
Lisa O Monaco's OGE filings report 268 securities transactions dated July 15, 2021 to December 22, 2023, as read here on October 12, 2026.
Trading profile
Buys vs. sells
36% bought · 64% sold
Past the deadline
0
of the 108 trades with a filing date to check, after 45 days plus any extension the filing states
Est. volume
$1.7M
lower-bound estimate
On Monaco’s reports
By asset type
268 trades
- Funds and ETFs138
- Individual stock117
- Bonds7
- Other6
Trading over time
Net worth
A net worth for Lisa O Monaco cannot be computed from this filing: values are given as ranges, some items carry no value, and a home kept for personal use is not reported.
Disclosed holdings
Disclosed assets
$4.2M to $10M
as ranges on 90 line items, plus 7 without a dollar value
Disclosed liabilities
$15K to $50K
as ranges on 1 line item
These are the lower and upper bounds of the ranges on the filing, not a market valuation. Assets and liabilities are shown separately and are never netted into a net worth. How these bands are read
The form lists each debt over $10,000 owed at any time during the period it covers, including one repaid before the period ended. A few kinds are left off, such as a debt to a close relative.
Kept since Aug 28, 2026. Federal law generally requires a filing to be destroyed six years after it was received, unless it is needed in an ongoing investigation.
The full record
The disclosed transactions.
268 disclosed transactions, 159 of them only in the annual report. Amounts are ranges, never exact. Every row links to the official filing.
The annual reports carry one more row that is not in this table because the filing gives no transaction type. The linked filing shows it.
| Company | Ticker | Owner | Amount | Date | |
|---|---|---|---|---|---|
| Bought | LOOMIS SAYLES GROWTH FUND CL Y (LSGRX) (dividend reinvestment) | LSGRX | Unspecified | $1,001 - $15,000 | 2023-12-22 |
| Bought | FedFund Institutional Shares (TFDXX) | TFDXX | Unspecified | $1,001 - $15,000 | 2023-12-21 |
| Bought | NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL (NBPIX) (dividend reinvestment) | NBPIX | Unspecified | $1,001 - $15,000 | 2023-12-19 |
| Bought | NEUBERGER BERMAN LARGE CAP VALUE FD CL INSTL (NBPIX) (dividend reinvestment) | NBPIX | Unspecified | $1,001 - $15,000 | 2023-12-19 |
| Bought | Smead Value Fund Class I1 Shares (SVFFX) (dividend reinvestment) | SVFFX | Unspecified | $1,001 - $15,000 | 2023-12-18 |
| Bought | T Rowe Price Dividend Growth Fund, Inc (PRDGX) (dividend reinvestment) | PRDGX | Unspecified | $1,001 - $15,000 | 2023-12-15 |
| Bought | Janus Henderson Enterprise Fund Class I Shares (JMGRX) (dividend reinvestment) | JMGRX | Unspecified | $1,001 - $15,000 | 2023-12-08 |
| Bought | FedFund Institutional Shares (TFDXX) | TFDXX | Unspecified | $1,001 - $15,000 | 2023-12-01 |
| Bought | FedFund Institutional Shares (TFDXX) | TFDXX | Unspecified | $1,001 - $15,000 | 2023-11-20 |
| Sold | ISHARES TR RUSSELL 2000 ETF (IWM) | IWM | Unspecified | $1,001 - $15,000 | 2023-11-06 |
A symbol marked with an asterisk was matched from the company name on the filing. The filer did not write a symbol down.