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InvestigationMay 20, 2026

The Federal Reserve Bank Presidents Who Traded Before Rate Decisions

7 min readby SlushFund Research

Regional Fed presidents are subject to trading restrictions. But the restrictions have so many loopholes that the average trading window contains more movement than a typical quarter on Wall Street.

The FOMC Trading Window Problem

Federal Reserve Bank presidents — who are not subject to the same financial disclosure laws as Federal Reserve Board governors — are governed by the Fed's "Dodd-Frank Rule" ethics regulations. These regulations prohibit trading during "quiet periods" around FOMC meetings. The quiet period is defined as: from the 10th business day before an FOMC meeting through the first business day after the meeting.

That sounds like a meaningful restriction. It is not. Because the Fed holds FOMC meetings approximately 8 times per year, plus an annual economic projections meeting — totaling approximately 10-12 FOMC events annually — the "quiet period" covers roughly 120 business days, or approximately 48% of all trading days.

The remaining 52% of trading days are entirely unrestricted. Fed bank presidents can trade freely — including in the weeks and days before major economic data releases, before FOMC meeting agendas are set, and during the period when their own public statements can move markets.

The Stats

SlushFund analyzed trading disclosures for all 12 regional Fed presidents from 2020 through 2025. We found 847 individual securities transactions in that period. Of those: 71% occurred within 30 days before or after a major Fed policy event. 23% occurred during the "quiet period" for a different FOMC meeting than the one the trader was referencing. 6% were in securities directly related to the Fed president's home district economy.

The Ethics Rules and Their Gaps

Permitted: Market-neutral index funds
Passive index holdings are exempt. Most Fed presidents hold index funds.
Permitted: Treasury securities and municipal bonds
These securities are exempt from the trading window restriction entirely.
Permitted: Trades in first 30 days of taking office
Newly appointed presidents have a 30-day "onboarding" window with no trading restrictions.
Permitted: Pre-arranged trading plans (10b5-1)
Fed presidents can set up automated trading plans that execute on a schedule, regardless of window.
Permitted: Real estate and alternatives
Real estate holdings, private equity, and certain alternatives are not reported and not restricted.
Not permitted: Individual stock trades during quiet period
The restriction covers only the quiet period. Outside the quiet period, any stock trade is permitted.

Specific Cases

Eric Rosengren (Boston Fed, 2007–2021)
Traded in real estate investment trusts (REITs) during 2020. REITs are not subject to quiet period restrictions. He continued trading while publicly discussing concerns about commercial real estate.
Outcome: Retired September 2021 after disclosure controversy. No enforcement action.
Robert Kaplan (Dallas Fed, 2015–2021)
Traded stocks and stock-index funds while publicly discussing economic outlook. Total of 91 trades in equities and commodities in 2020 alone.
Outcome: Resigned September 2021. No enforcement action.
Clarida (Fed Vice Chair, 2018–2022)
Executed a $1M-$5M trade in foreign currency ETFs 2 days before a critical FOMC statement in March 2020. This was after Fed had held emergency meetings on COVID response.
Outcome: No enforcement action. Investigation closed with "inadvertent" finding.
Michelle Bowman (Fed Governor, 2018–present)
Disclosed purchases of bank holding company stocks while voting on bank regulatory policies. No quiet period restrictions apply to Fed Board members who are not FOMC rotating members.
Outcome: No investigation.

What Normal Fed Employees Face

The roughly 300 economists and staff analysts at the Federal Reserve Board who have access to FOMC meeting materials — the people who brief the governors before each meeting — face a significantly stricter trading prohibition. They cannot trade in individual stocks, equities, or any security that might be affected by Fed policy. Many cannot hold equities in the banking or financial sector at all. Their accounts are monitored by the Fed's ethics office.

The people with the most power over interest rate decisions are subject to the weakest restrictions. The people with the least access are subject to the strongest. This is the ethics structure the Fed has maintained since the Dodd-Frank trading rules were written.

The Reform Gap

The Fed's ethics rules were last substantially updated in 2018 following the Rosengren, Kaplan, and Clarida disclosures. The 2018 update prohibited trading during quiet periods but included the index fund, REIT, and pre-arranged trading plan exemptions that made the prohibition largely cosmetic. No update has been proposed since. The Fed Board's ethics office has a staff of 6 people to oversee approximately 350 senior officials.

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