Christopher Allen Wright
Reported Asset Values
$71M–$130M+
The data on this page comes from a financial disclosure filed by Christopher Allen Wright, who was picked to be: Secretary, Department of Energy. It is part of a collection of thousands of ethics documents ProPublica has been collecting from across the Trump administration.
Roles Outside Government
Officials are required to disclose paid or unpaid positions they hold or recently held outside the federal government, including roles as officer, director, trustee or employee. (Form 278e, Part 1)
| Organization | Position held | Endnote | Line No. |
|---|---|---|---|
| LIBERTY ENERGY | Chairman and CEO, 3/2011 - Present | 1 | |
| Liberty Resources | Chairman and Director, 1/2014 - Present | 2 | |
| EMX Royalty | Director, 6/2024 - Present | 3 | |
| Oklo, Inc. | Director, 4/2024 - Present | 4 | |
| Urban Solution Group | Director, 7/2018 - Present | 5 | |
| Federal Reserve Bank of Kansas City | Director, 1/2020 - 6/2024 | 6 | |
| Western Energy Alliance | Director, 7/2020 - Present | 7 | |
| Pacific Research Institute | Director, 4/2007 - Present | 8 | |
| Property and Environment Research Center | Director, 3/2019 - Present | 9 | |
| Domestic Energy Producers Alliance. | Director, 7/2022 - Present | 10 | |
| Liberty Midstream Solutions | Chairman, 9/2015 - Present | 11 | |
| Bettering Human Lives Foundation | Founder, 5/2023 - Present | 12 | |
| family revocable trust | Trustee, 6/2008 - Present | 13 | |
| Colorado Business Roundtable | Director, 3/2021 - Present | 14 | |
| Sol 2 LLC | Co-Managing Member, 5/2021 - Present | Holds one unreportable asset only. | 15 |
| CL Accretion LLC | Managing Member, 5/2022 - 10/2024 | 16 | |
| CL Covault LLC | Manging Member, 5/2022 - Present | 17 | |
| CL Urban LLC | Managing Member, 5/2022 - Present | 18 |
Employment Assets
Officials are required to disclose assets associated with their employment, including salary, retirement accounts, stocks, intellectual property and awards or prizes. (Form 278e, Part 2)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| Liberty Energy (unvested restricted stock units and unvested performance stock units) | $5M - $25M | None (or less than $201) | 1 | ||
| LIBERTY ENERGY | $2.1M | Salary/Bonus | 2 | ||
| Liberty Energy, anticipated bonus | $1M - $5M | None (or less than $201) | 3 | ||
| Liberty Resources 401K | 4 | ||||
| iShares MSCI EAFE International Index K | $15,001 - $50,000 | None (or less than $201) | 4.1 | ||
| Vanguard Consumer Staples Index | $15,001 - $50,000 | None (or less than $201) | 4.2 | ||
| Vanguard federal money market | $100K - $250K | None (or less than $201) | 4.3 | ||
| Vanguard Intermediate Term Bond Index Ad | $100K - $250K | None (or less than $201) | 4.4 | ||
| Vanguard Total Stock Market Index Inst | $50,001 - $100K | None (or less than $201) | 4.5 | ||
| Vanguard Utilities Index Admiral | $15,001 - $50,000 | None (or less than $201) | 4.6 | ||
| Liberty Energy 401K | 5 | ||||
| MFS Value R6 Fund | $100K - $250K | None (or less than $201) | 5.1 | ||
| Vanguard Sm Cap Val Idx Adm Fd | $50,001 - $100K | None (or less than $201) | 5.2 | ||
| Hartford Intl Opp R6 Fund | $250K - $500K | None (or less than $201) | 5.3 | ||
| Liberty Energy Inc | $50M or more | $5M or more | Capital Gains Dividends | Dividends and Cap gains are over $5 million. Ordinary income was $13,113,889 as the result of vesting. | 6 |
| Oklo Inc., | 7 | ||||
| Oklo Inc. | $45,162 | Director Fees | 7.1 | ||
| Oklo Inc. (unvested restricted stock units) | $250K - $500K | None (or less than $201) | 7.2 | ||
| EMX Royalty | 8 | ||||
| EMX Royalty | $24,234 | Director Fees | 8.1 | ||
| EMX Royalty Corporation stock options (value not readily ascertainable) 100,000 vested shares, strike $1.72, vest 6/2024, expire 6/2029 | None (or less than $201) | 8.2 | |||
| EMX Royalty unvested stock options | $1,001 - $15,000 | None (or less than $201) | 8.3 | ||
| Federal Reserve Bank of Kansas City | $1,550 | Director Fees | 9 | ||
| CL Urban LLC | 10 | ||||
| Urban Solution Group | $112K | Director Fees | 10.1 | ||
| Urban Solution Group - private oil and gas services company | $100K - $250K | None (or less than $201) | 10.2 | ||
| CL Covault LLC | 11 | ||||
| Covault - private oil and gas production | $500K - $1M | None (or less than $201) | 11.1 | ||
| CL Accretion LLC (SPAC - no longer held) | 12 | ||||
| Accretion (SPAC, never merged) | None (or less than $1,001) | None (or less than $201) | 12.1 |
Employment Agreements
Officials are required to disclose agreements relating to other jobs, including what will happen with any small businesses they own during government service and any continued health care coverage, planned leaves of absence, severance or bonuses. (Form 278e, Part 3)
| Organization | Agreement | Endnote | Line No. |
|---|---|---|---|
| LIBERTY ENERGY | Outstanding unvested restricted stock units and unvested performance stock units will be accelerated and vest upon confirmation to Secretary of Energy position. The Liberty Energy Inc. Long Term Incentive Plan provides the Compensation Committee the discretion to accelerate the vesting of the RSU/PSUs listed above. Typically these awards must have 1 year minimum vesting period, but there is an exception that would allow the Committee to vest the 2024 RSU and PSU awards in this situation. Filer would be issued shares of Liberty Energy (NYSE:LBRT) upon confirmation, less required withholding taxes. This would be a “net vest” where some RSUs and PSUs would be forfeited to satisfy the withholding tax, per Liberty’s historical practices. (2018-04-01) | 1 | |
| LIBERTY ENERGY | Annual year end performance bonus of about $1,000,000 for 2024 calendar year, payable early 2025. The 2024 bonus will be paid in accordance with the 2024 Annual Incentive Program adopted by resolutions of the Liberty Energy Inc. Compensation Committee on January 22, 2024. 80% of the bonus is subject to specific performance metrics; 20% of the opportunity is subject to the discretion of the Compensation Committee. My target bonus for 2024 is $1,070,000. Actual payment can range from 0 to 200% of target, subject to performance of the company. The bonus will be paid in March. (2024-01-01) | 2 | |
| LIBERTY ENERGY | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. (2011-03-01) | 3 | |
| Liberty Resources | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. (2014-01-01) | 4 | |
| Oklo Inc. | I will forfeit my unvested restricted stock units upon separation. (2024-04-01) | 5 | |
| EMX Royalty | I will forfeit my unvested stock options upon separation. I will retain my vested stock options. (2024-06-01) | 6 |
Compensation
Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)
Spouse’s Assets
Officials are required to disclose their spouse’s assets, including salary and retirement accounts worth more than $1,000. (Form 278e, Part 5)
Other Assets and Income
Officials are required to disclose other assets and sources of investment income belonging to them, their spouse or their dependent children. These include annuities, bonds, cash, college savings plans, farms, precious metals, real estate, stocks, trusts and wills. (Form 278e, Part 6)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| CAZ GP Ownership Class E | $1M - $5M | $100K - $1M | 1 | ||
| CAZ DPI FC | $1M - $5M | $100K - $1M | 2 | ||
| CAZ Risk Mitigation | $250K - $500K | $15,001 - $50,000 | 3 | ||
| REOFF IX (Esperanza) - holds commercial real estate, Mexico | $500K - $1M | $50,001 - $100K | Dividends | 4 | |
| REOFF XXII - real estate portfolio | $250K - $500K | None (or less than $201) | 5 | ||
| commercial real estate, Allen, TX | 5.1 | ||||
| commercial real estate, Allen, TX | 5.2 | ||||
| commercial real estate, El Paso, TX | 5.3 | ||||
| commercial real estate, Fayetteville, NC | 5.4 | ||||
| commercial real estate, Montgomery, AL | 5.5 | ||||
| commercial real estate, Montgomery, AL | 5.6 | ||||
| commercial real estate, Henrico, VA | 5.7 | ||||
| commercial real estate, Rogers, AR | 5.8 | ||||
| commercial real estate, Albany, GA | 5.9 | ||||
| commercial real estate, Beaumont, TX | 5.10 | ||||
| commercial real estate, Fort Worth, TX | 5.11 | ||||
| commercial real estate, Jackson, TN | 5.12 | ||||
| commercial real estate, Johnson City, TN | 5.13 | ||||
| commercial real estate, Lakeland, FL | 5.14 | ||||
| commercial real estate, Phoenix, AZ | 5.15 | ||||
| commercial real estate, Greenville, SC | 5.16 | ||||
| commercial real estate, Schaumburg, IL | 5.17 | ||||
| commercial real estate, Vancouver, WA | 5.18 | ||||
| commercial real estate, Andover, MA | 5.19 | ||||
| commercial real estate, Irving, TX | 5.20 | ||||
| REOFF XXV - holds commercial real estate, San Francisco, CA | $250K - $500K | None (or less than $201) | 6 | ||
| Liberty Resources II - private oil and gas exploration and production | $50,001 - $100K | $1M - $5M | Capital Gains | 7 | |
| GMT Exploration - private oil and gas exploration and production | $500K - $1M | None (or less than $201) | 8 | ||
| Bison 3 - private oil and gas exploration and production | $250K - $500K | None (or less than $201) | 9 | ||
| Bison Single DSU - private oil and gas exploration and production | $50,001 - $100K | None (or less than $201) | 10 | ||
| Bonanza Kings Hedge Fund - mining company hedge fund | $250K - $500K | None (or less than $201) | 11 | ||
| Talga Group Ltd (TLC AU) | 11.1 | ||||
| Sarytogan Graphite Ltd (SGA AU) | 11.2 | ||||
| Bonterra Resources Inc. (BTR CN) | 11.3 | ||||
| EMX Royalty Corp (EMX US) | 11.4 | ||||
| Terra Balcanica Resources Corp (TERA CN) | 11.5 | ||||
| Kootenay Silver Inc. (KOOYF US) | 11.6 | ||||
| Federal Hydor-generating Company Rushydro Pao (HYDR LI) | 11.7 | ||||
| abrdn Palladium ETF Trust | 11.8 | ||||
| Denison Mines Corp (DNN US) | 11.9 | ||||
| United States Mine and Minerals Inc (USLM US) | 11.10 | ||||
| itafos Inc (IFOS CN) | 11.11 | ||||
| Deutsche Rohstoff AG (DR0 GY) | 11.12 | ||||
| Bonterra Energy Corp | 11.13 | ||||
| SilverCrest Metals Inc (SILV US) | 11.14 | ||||
| First Mining Gold Corp (FF CN) | 11.15 | ||||
| First Nordic Metals Corp (FNM CN) | 11.16 | ||||
| K92 Mining Inc | 11.17 | ||||
| World Copper Ltd (WCU CN) | 11.18 | ||||
| Maple Gold Mines Ltd ((MGM CN) | 11.19 | ||||
| Fury Gold Mines (FURY CN) | 11.20 | ||||
| Bonterra Resources Inc. (BTR CN) | 11.21 | ||||
| Spartan Delta Corp (SDE CN) | 11.22 | ||||
| Aurania Resrouces Ltd (ARU CN) | 11.23 | ||||
| Talisker Resources Ltd (TSK CN) | 11.24 | ||||
| Calidus Resources Ltd (CAI AU) | 11.25 | ||||
| Namibia Critical Metals Inc. (NMI CN) | 11.26 | ||||
| Osisko Development Corp (ODV CN) | 11.27 | ||||
| Solgold Plc (SOLG LN) | 11.28 | ||||
| Talon Metals Corp (TLO CN) | 11.29 | ||||
| Hyterra Ltd (HYT AU) | 11.30 | ||||
| Lion Copper and Gold Corp (LEO CN) | 11.31 | ||||
| Smart Sand Inc (SND US) | 11.32 | ||||
| GFG Resources Inc (GFG CN) | 11.33 | ||||
| NextGen Energy Ltd (NXE US) | 11.34 | ||||
| Mega Uranium Ltd. ((MGA CN) | 11.35 | ||||
| Adriatic Metals Plc. (ADT AU) | 11.36 | ||||
| AbraSilver Resources Corp (ABRA CN) - ` | 11.37 | ||||
| Orla Mining Ltd (ORLA US) | 11.38 | ||||
| Largo Inc (LGO US) | 11.39 | ||||
| Perpetua Resources Corp (PPTA US) | 11.40 | ||||
| New Found Gold Corp (NFG CN) | 11.41 | ||||
| Earth Labs Inc. (SPOT CN) | 11.42 | ||||
| Verde Agritech PLC (NPK CN) | 11.43 | ||||
| South Pacific Metals Corp (SPMC CN) | 11.44 | ||||
| Palisades Goldcorp Ltd. (PALI CN) | 11.45 | ||||
| Verde Resources Inc (VRDR US) | 11.46 | ||||
| Anglo American Platinum Limited (ANGPY) | 11.47 | ||||
| Silver47 Exploration Corp (AGA CN) | 11.48 | ||||
| Cascadia Minerals Ltd (CAM CN) | 11.49 | ||||
| Amplify ETF Trust Amplify Junior Silver Miners (SILJ) 01/17/2025 CALL 10 (SILJ 250117C000) | 11.50 | ||||
| South Pacific Metals Corp (SPMC CN_WTS) | 11.51 | ||||
| Ridgeline Minerals Corp (RDG CN_WTS1) | 11.52 | ||||
| Wild Basin Energy - natural gas royalties in Haynesville Shale (East Texas and Louisiana) | $500K - $1M | None (or less than $201) | Wild Basin owns royalties purchased from private landowners and other royalty owners. NO production royalties have yet been received as natural gas wells have yet to be drilled under the royalty lands. However, the royalty lands are currently under leases to drill held by ExxonMobil Corporation Expand Energy Corporation BPX Energy Inc. TG Natural Resources LLC Comstock Energy LLC (oil and gas) Trinity Resources Inc. Aethon Energy (oil and gas), GEP Haynesville II LLC (oil and gas), Pine Wave Energy Partners (oil and gas), and EXCO Energy (oil and gas). | 12 | |
| Next Frontier Bozeman VC Fund | $250K - $500K | None (or less than $201) | 13 | ||
| 228 Labs, Inc. (AI software company) | 13.1 | ||||
| CTXOS, Inc. (cloud computing) | 13.2 | ||||
| Dreadnode, Inc. (computer and network security) | 13.3 | ||||
| Get Whys Inc. (AI software) | 13.4 | ||||
| Hoonify Technologies, Inc. (computer services) | 13.5 | ||||
| Paramify, Inc. (security and compliance software company) | 13.6 | ||||
| Poly API Corporation (AI middleware company) | 13.7 | ||||
| RetireGO, Inc. (automated retirement benefits provider) | 13.8 | ||||
| Reveal Technology, Inc. (technology co/3D modeling) | 13.9 | ||||
| SquarePeg, Inc. (AI recruiting platform) | 13.10 | ||||
| VirtualZ Computing Corporation (mainframe software) | 13.11 | ||||
| Sugar Free Capital VC Fund | 14 | ||||
| Illumix (augmented reality software company) | $15,001 - $50,000 | None (or less than $201) | 14.1 | ||
| Parity (AI software company) | $15,001 - $50,000 | None (or less than $201) | 14.2 | ||
| U.S. Bank Account (Cash) | $250K - $500K | None (or less than $201) | 14.3 | ||
| Koebel Real Estate - commercial real estate portfolio | $250K - $500K | $15,001 - $50,000 | Rent or Royalties | 15 | |
| commercial real estate, Centennial, CO | 15.1 | ||||
| commercial real estate, Dallas, TX | 15.2 | ||||
| Two Fifty Investors LLC - holds commercial and residential real estate, Denver, CO | $250K - $500K | None (or less than $201) | 16 | ||
| House Properties LLC - holds commercial real estate in Mill Valley, CA | $15,001 - $50,000 | None (or less than $201) | 17 | ||
| Baytex Energy Corp | $250K - $500K | $5,001 - $15,000 | Dividends | 18 | |
| Blue Owl Capital Inc. Class A Common Stock (OWL) | $1,001 - $15,000 | None (or less than $201) | 19 | ||
| Chevron Corp. (CVX) | $500K - $1M | $50,001 - $100K | Dividends | 20 | |
| Chord Energy Corporation Common Stock (CHRD) | $100K - $250K | $2,501 - $5,000 | Dividends | 21 | |
| Comstock Resources, Inc. (CRK) | $250K - $500K | $2,501 - $5,000 | Dividends | 22 | |
| Crescent Energy Co. | $250K - $500K | $5,001 - $15,000 | Dividends | 23 | |
| EMX Royalty Corporation Common Shares (Canada) (EMX) | $500K - $1M | None (or less than $201) | 24 | ||
| EQT Corp. (EQT) | $1,001 - $15,000 | None (or less than $201) | 25 | ||
| EXPAND ENERGY CORP | $500K - $1M | $2,501 - $5,000 | Dividends | 26 | |
| Freeport-McMoRan, Inc. (FCX) | $1,001 - $15,000 | None (or less than $201) | 27 | ||
| Inspirato Incorporated Class A Common Stock (ISPO) | $15,001 - $50,000 | None (or less than $201) | 28 | ||
| Nordic American Tankers Ltd. (NAT) | $250K - $500K | $15,001 - $50,000 | Dividends | 29 | |
| Ovintiv Inc. (DE) (OVV) | $500K - $1M | $15,001 - $50,000 | Dividends | 30 | |
| Valero Energy Corp. (VLO) | $250K - $500K | $15,001 - $50,000 | Dividends | 31 | |
| Energy Transfer LP Common Units (ET) | $1M - $5M | $100K - $1M | Dividends | 32 | |
| Enterprise Products Partners L.P. Common Stock (EPD) | $1M - $5M | $100K - $1M | Dividends | 33 | |
| Plains All American Pipeline L.P. Common Units representing Limited Partner Interests (PAA) | $250K - $500K | $50,001 - $100K | Dividends | 34 | |
| Residential Real Estate, Denver, CO | $500K - $1M | $5,001 - $15,000 | Rent or Royalties | 35 | |
| House Properties LLC (cash only) | $1,001 - $15,000 | None (or less than $201) | 36 | ||
| Wayfare Tavern - San Francisco, CA restaurant | $100K - $250K | None (or less than $201) | 37 | ||
| BioFire - private gun manufacturer investment | $50,001 - $100K | None (or less than $201) | 38 | ||
| Great Bear Alaska - private oil and gas exploration and production | $15,001 - $50,000 | None (or less than $201) | 39 | ||
| GS Sep Mgmt Account | 40 | ||||
| Alphabet Inc. Cmn Class A | $50,001 - $100K | None (or less than $201) | 40.1 | ||
| Paycom Software Inc Cmn | $15,001 - $50,000 | $201 - $1,000 | Dividends | 40.2 | |
| First Citizens BancShares Inc. Class A Common Stock (FCNCA) | $50,001 - $100K | $201 - $1,000 | Dividends | 40.3 | |
| Deere & Co. (DE) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 40.4 | |
| The Charles Schwab Corp. (SCHW) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 40.5 | |
| IQVIA Holdings, Inc. (IQV) | $15,001 - $50,000 | None (or less than $201) | 40.6 | ||
| US Bank (cash account) | $15,001 - $50,000 | $201 - $1,000 | Interest | 40.7 | |
| Intercontinental Exchange, Inc. (ICE) | $15,001 - $50,000 | None (or less than $201) | 40.8 | ||
| CBRE Group, Inc. (CBRE) | $15,001 - $50,000 | None (or less than $201) | 40.9 | ||
| ConocoPhillips (COP) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 40.10 | |
| Capital One Financial Corp. (COF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 40.11 | |
| Willis Towers Watson Public Limited Company Ordinary Shares (WTW) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 40.12 | |
| Phillips 66 (PSX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 40.13 | |
| Lithia Motors, Inc. (LAD) | $15,001 - $50,000 | None (or less than $201) | 40.14 | ||
| Centene Corp. (CNC) | $15,001 - $50,000 | None (or less than $201) | 40.15 | ||
| Salesforce.com, inc. (CRM) | $15,001 - $50,000 | None (or less than $201) | 40.16 | ||
| Airbnb Inc. Class A Common Stock (ABNB) | $15,001 - $50,000 | None (or less than $201) | 40.17 | ||
| Warner Bros. Discovery Inc. Series A Common Stock (WBD) | $15,001 - $50,000 | None (or less than $201) | 40.18 | ||
| Fiserv, Inc. (FISV) | $15,001 - $50,000 | None (or less than $201) | 40.19 | ||
| Charter Communications, Inc. (CHTR) | $1,001 - $15,000 | None (or less than $201) | 40.20 | ||
| Brunswick Corp. (BC) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 40.21 | |
| Liberty Broadband Corp. Cmn Class C | $1,001 - $15,000 | None (or less than $201) | 40.22 | ||
| American International Group, Inc. (AIG) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 40.23 | |
| Elevance Health Inc. Common Stock (ELV) | $1,001 - $15,000 | None (or less than $201) | 40.24 | ||
| GS Account 1 | 41 | ||||
| The Bank of Nova Scotia note linked to S&P500 Index Cntngnt cpn w buffer structured note due 12/23/2026 | $15,001 - $50,000 | None (or less than $201) | 41.1 | ||
| Morgan Stanley Finance LLC note linked to S&P 500 index cntngnt cpn w buffer structured note due 6/10/2026 | $15,001 - $50,000 | None (or less than $201) | 41.2 | ||
| Citigroup Inc. note linked to S&P500 Index contngnt cpn w buffer structured note due 3/26/2025 | $15,001 - $50,000 | None (or less than $201) | 41.3 | ||
| Barclays Bank plc note linked to S&P 500 index cntngnt cpn w buffer structured note due 10/08/2025 | $15,001 - $50,000 | None (or less than $201) | 41.4 | ||
| Toronto Dominion Bank note linked to S&P 500 Index cntngnt cpn w buffer structured note due 4/16/2025 | $15,001 - $50,000 | None (or less than $201) | 41.5 | ||
| BNP Paribas note Linked to S&P 500 index cntngnt cpn w buffer structured note due 07/23/2025 | $15,001 - $50,000 | None (or less than $201) | 41.6 | ||
| JP Morgan Chase & Co note linked to S&P 500 index cntngnt cpn w buffer structured note due 05/13/2026 | $15,001 - $50,000 | None (or less than $201) | 41.7 | ||
| UBS AG note Linked to S&P 500 Index cntngnt cpn w buffer structured note due 1/14/2026 | $15,001 - $50,000 | None (or less than $201) | 41.8 | ||
| GS Account 2 | 42 | ||||
| Microsoft Corp. (MSFT) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 42.1 | |
| Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | 42.2 | ||
| Walmart, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) | 42.3 | ||
| JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 42.4 | |
| Oracle Corp. (ORCL) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 42.5 | |
| Marvell Technology Group Ltd. (MRVL) | $1,001 - $15,000 | None (or less than $201) | 42.6 | ||
| Accenture plc (ACN) | $1,001 - $15,000 | None (or less than $201) | 42.7 | ||
| The Coca-Cola Co. (KO) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 42.8 | |
| Honeywell International, Inc. (HON) | $1,001 - $15,000 | None (or less than $201) | 42.9 | ||
| Eli Lilly & Co. (LLY) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains | 42.10 | |
| Blackstone Inc. Common Stock (BX) | $1,001 - $15,000 | None (or less than $201) | Broker reports BX as Blackstone Group Inc; however, BX changed names to Blackstone Inc in 2021. | 42.11 | |
| Visa, Inc. (V) | $1,001 - $15,000 | None (or less than $201) | 42.12 | ||
| Lowes Companies Inc Cmn | $1,001 - $15,000 | None (or less than $201) | 42.13 | ||
| Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 42.14 | |
| AT&T Inc., Cmn | $1,001 - $15,000 | $201 - $1,000 | Dividends | 42.15 | |
| ABBOTT LABORATORIES (ABT) | $1,001 - $15,000 | None (or less than $201) | 42.16 | ||
| Republic Services, Inc. (RSG) | $1,001 - $15,000 | None (or less than $201) | 42.17 | ||
| United Healthgroup Incorporated | $1,001 - $15,000 | None (or less than $201) | 42.18 | ||
| Kenvue Inc. Cmn | $1,001 - $15,000 | $201 - $1,000 | Dividends | 42.19 | |
| Wells Fargo & Company Cmn | $1,001 - $15,000 | None (or less than $201) | 42.20 | ||
| Amgen Inc. (AMGN) | $1,001 - $15,000 | None (or less than $201) | 42.21 | ||
| Illinois Tool Works, Inc. (ITW) | $1,001 - $15,000 | None (or less than $201) | 42.22 | ||
| Danaher Corp. (DHR) | $1,001 - $15,000 | None (or less than $201) | 42.23 | ||
| Hilton Worldwide Holdings, Inc. (HLT) | $1,001 - $15,000 | None (or less than $201) | 42.24 | ||
| Allstate Corporation Common Stock | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 42.25 | |
| Merck & Co., Inc. (mrk) | $1,001 - $15,000 | None (or less than $201) | 42.26 | ||
| Morgan Stanley Common Stock | $1,001 - $15,000 | None (or less than $201) | 42.27 | ||
| Abbvie, Inc. (ABBV) | $1,001 - $15,000 | None (or less than $201) | 42.28 | ||
| The Progressive Corporation Cmn | $1,001 - $15,000 | None (or less than $201) | 42.29 | ||
| Ameren Corp. (AEE) | $1,001 - $15,000 | None (or less than $201) | 42.30 | ||
| Xcel Energy, Inc. (XEL) | $1,001 - $15,000 | None (or less than $201) | 42.31 | ||
| CMS Energy Corp. (CMS) | $1,001 - $15,000 | None (or less than $201) | 42.32 | ||
| KLA Corp. (KLAC) | $1,001 - $15,000 | None (or less than $201) | 42.33 | ||
| EOG Resources, Inc. (EOG) | $1,001 - $15,000 | None (or less than $201) | 42.34 | ||
| Ventas, Inc. (VTR) | $1,001 - $15,000 | None (or less than $201) | 42.35 | ||
| AstraZeneca PLC Spons Adr Cmn | $1,001 - $15,000 | None (or less than $201) | 42.36 | ||
| Linde PLC (LIN) | $1,001 - $15,000 | None (or less than $201) | 42.37 | ||
| Eaton Corp. Plc (ETN) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 42.38 | |
| Texas Instruments Incorporated (TXN) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 42.39 | |
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | 42.40 | ||
| ConocoPhillips (COP) | $1,001 - $15,000 | None (or less than $201) | 42.41 | ||
| CVS Health Corp. (CVS) | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 42.42 | |
| McDonald's Corp. (MCD) | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 42.43 | |
| Verizon Communications, Inc. (VZ) | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 42.44 | |
| Ross Stores, Inc. (ROST) | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 42.45 | |
| Caterpillar, Inc. (CAT) | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains | 42.46 | |
| Dell Technologies, Inc. (DELL) | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains | 42.47 | |
| US bank account (Aggregated Cash Accounts held in single financial institution) | $1M - $5M | $15,001 - $50,000 | Interest | 43 | |
| ARC Resources (AETUF) | None (or less than $1,001) | $100K - $1M | Capital Gains Dividends | 44 | |
| B. Riley Financial, Inc. (RILY) | None (or less than $1,001) | $15,001 - $50,000 | Dividends | 45 | |
| Strive Energy (DRLL) | None (or less than $1,001) | $15,001 - $50,000 | Capital Gains Dividends | 46 | |
| APA Corporation | None (or less than $1,001) | $5,001 - $15,000 | Dividends | 47 | |
| CrossHarbor Capital Partners | 48 | ||||
| commercial and residential real estate in Big Sky, MT | $250K - $500K | None (or less than $201) | 48.1 | ||
| commercial real estate in Big Sky, MT | $100K - $250K | None (or less than $201) | 48.2 | ||
| Westside Waterview LLC - owns commercial real estate in Denver, CO | $1M - $5M | None (or less than $201) | 49 |
Transactions
Officials are required to disclose the purchase, sale or exchange of property or securities in excess of $1,000. Many top officials are required to file periodic transaction reports (278-T) within 45 days to disclose additional actions. This table combines transactions from regularly scheduled financial disclosures and periodic transaction reports. If the same transaction appears on multiple reports, we’re only showing it once. (Form 278e, Part 7 and Form 278-T)
| Description | Value | Transaction | Endnote | Line No. |
|---|---|---|---|---|
| GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | $50,001 - $100K | Purchase, 2025-03-17
 | 1 | |
| REOFF XXVII, LLC See Endnote | $1M - $5M | Purchase, 2025-05-30
| Holds commercial real estate, San Francisco, CA | 1 |
| Liberty Energy Inc. (LBRT) | $500K - $1M | Sale, 2025-02-25
| 1 | |
| REOFF XXV, LLC See Endnote | $100K - $250K | Purchase, 2025-06-05
| Holds commercial real estate, San Francisco, CA | 2 |
| GGLPX (Goldman Sachs High Yield Municipal Fund) | $50,001 - $100K | Purchase, 2025-03-17
| 2 | |
| Liberty Energy Inc. (LBRT) | $500K - $1M | Sale, 2025-02-26
| 2 | |
| SPY (S&P 500 SPDR ETF) | $100K - $250K | Purchase, 2025-03-17
| 3 | |
| Liberty Energy Inc. (LBRT) | $500K - $1M | Sale, 2025-02-27
| 3 | |
| SPMD (S&P 400 Mid-Cap ETF) | $100K - $250K | Purchase, 2025-03-17
| 4 | |
| Liberty Energy Inc. (LBRT) | $500K - $1M | Sale, 2025-02-28
| 4 | |
| Liberty Energy Inc. (LBRT) | $1M - $5M | Sale, 2025-03-03
| 5 | |
| DODFX (Dodge & Cox International Stock Fund) | $100K - $250K | Purchase, 2025-03-17
| 5 | |
| Liberty Energy Inc. (LBRT) | $1M - $5M | Sale, 2025-03-04
| 6 | |
| GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | $50,001 - $100K | Purchase, 2025-03-18
| 6 | |
| Liberty Energy Inc. (LBRT) | $1M - $5M | Sale, 2025-03-05
| 7 | |
| GGLPX (Goldman Sachs High Yield Municipal Fund) | $50,001 - $100K | Purchase, 2025-03-18
| 7 | |
| Liberty Energy Inc. (LBRT) | $500K - $1M | Sale, 2025-03-06
| 8 | |
| SPY (S&P 500 SPDR ETF) | $100K - $250K | Purchase, 2025-03-18
| 8 | |
| SPMD (S&P 400 Mid-Cap ETF) | $100K - $250K | Purchase, 2025-03-18
| 9 | |
| Liberty Energy Inc. (LBRT) | $500K - $1M | Sale, 2025-03-07
| 9 | |
| Liberty Energy Inc Class A | $500K - $1M | Sale, 2025-02-26
| 10 | |
| DODFX (Dodge & Cox International Stock Fund) | $100K - $250K | Purchase, 2025-03-18
| 10 | |
| GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | $50,001 - $100K | Purchase, 2025-03-19
| 11 | |
| Liberty Energy Inc Class A | $500K - $1M | Sale, 2025-02-27
| 11 | |
| GGLPX (Goldman Sachs High Yield Municipal Fund) | $50,001 - $100K | Purchase, 2025-03-19
| 12 | |
| Liberty Energy Inc Class A | $500K - $1M | Sale, 2025-02-28
| 12 | |
| SPY (S&P 500 SPDR ETF) | $100K - $250K | Purchase, 2025-03-19
| 13 | |
| Liberty Energy Inc Class A | $1M - $5M | Sale, 2025-03-04
| 13 | |
| Schwab Value Advantage Money Fund | $1M - $5M | Purchase, 2025-03-04
| 14 | |
| SPMD (S&P 400 Mid-Cap ETF) | $100K - $250K | Purchase, 2025-03-19
| 14 | |
| Liberty Energy Inc Class A | $1M - $5M | Sale, 2025-03-05
| 15 | |
| DODFX (Dodge & Cox International Stock Fund) | $100K - $250K | Purchase, 2025-03-19
| 15 | |
| GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | $50,001 - $100K | Purchase, 2025-03-20
| 16 | |
| Schwab Value Advantage Money Fund | $1M - $5M | Purchase, 2025-03-06
| 16 | |
| Liberty Energy Inc Class A | $1M - $5M | Sale, 2025-03-06
| 17 | |
| GGLPX (Goldman Sachs High Yield Municipal Fund) | $50,001 - $100K | Purchase, 2025-03-20
| 17 | |
| SPY (S&P 500 SPDR ETF) | $100K - $250K | Purchase, 2025-03-20
| 18 | |
| Schwab Value Advantage Money Fund | $1M - $5M | Purchase, 2025-03-07
| 18 | |
| Liberty Energy Inc Class A | $1M - $5M | Sale, 2025-03-07
| 19 | |
| SPMD (S&P 400 Mid-Cap ETF) | $100K - $250K | Purchase, 2025-03-20
| 19 | |
| Liberty Energy Inc Class A | $1M - $5M | Sale, 2025-03-10
| 20 | |
| DODFX (Dodge & Cox International Stock Fund) | $100K - $250K | Purchase, 2025-03-20
| 20 | |
| GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | $50,001 - $100K | Purchase, 2025-03-21
| 21 | |
| Schwab Value Advantage Money Fund | $1M - $5M | Purchase, 2025-03-10
| 21 | |
| GGLPX (Goldman Sachs High Yield Municipal Fund) | $50,001 - $100K | Purchase, 2025-03-21
| 22 | |
| Liberty Energy Inc Class A | $1M - $5M | Sale, 2025-03-11
| 22 | |
| Schwab Value Advantage Money Fund | $1M - $5M | Purchase, 2025-03-11
| 23 | |
| SPY (S&P 500 SPDR ETF) | $100K - $250K | Purchase, 2025-03-21
| 23 | |
| SPMD (S&P 400 Mid-Cap ETF) | $100K - $250K | Purchase, 2025-03-21
| 24 | |
| Liberty Energy Inc Class A | $1M - $5M | Sale, 2025-03-12
| 24 | |
| DODFX (Dodge & Cox International Stock Fund) | $100K - $250K | Purchase, 2025-03-21
| 25 | |
| Schwab Value Advantage Money Fund | $1M - $5M | Purchase, 2025-03-12
| 25 | |
| Liberty Energy Inc Class A | $1M - $5M | Sale, 2025-03-13
| 26 | |
| GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | $100K - $250K | Purchase, 2025-04-02
| 26 | |
| Schwab Value Advantage Money Fund | $1M - $5M | Purchase, 2025-03-13
| 27 | |
| GGLPX (Goldman Sachs High Yield Municipal Fund) | $50,001 - $100K | Purchase, 2025-04-02
| 27 | |
| Liberty Energy Inc Class A | $1M - $5M | Sale, 2025-03-14
| 28 | |
| SPY (S&P 500 SPDR ETF) | $250K - $500K | Purchase, 2025-04-02
| 28 | |
| Schwab Value Advantage Money Fund | $1M - $5M | Purchase, 2025-03-14
| 29 | |
| SPMD (S&P 400 Mid-Cap ETF) | $250K - $500K | Purchase, 2025-04-02
| 29 | |
| DODFX (Dodge & Cox International Stock Fund) | $100K - $250K | Purchase, 2025-04-02
| 30 | |
| EMX Royalty Corporation Common Shares (Canada) (EMX) | $100K - $250K | Sale, 2025-02-12
| 30 | |
| Baytex Energy Corp | $250K - $500K | Sale, 2025-02-27
| 31 | |
| GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | $50,001 - $100K | Purchase, 2025-04-04
| 31 | |
| GGLPX (Goldman Sachs High Yield Municipal Fund) | $50,001 - $100K | Purchase, 2025-04-04
| 32 | |
| Blue Owl Capital Inc. Class A Common Stock (OWL) | $1,001 - $15,000 | Sale, 2025-02-27
| 32 | |
| Chevron Corp. (CVX) | $500K - $1M | Sale, 2025-02-27
| 33 | |
| SPY (S&P 500 SPDR ETF) | $100K - $250K | Purchase, 2025-04-04
| 33 | |
| SPMD (S&P 400 Mid-Cap ETF) | $100K - $250K | Purchase, 2025-04-04
| 34 | |
| Chord Energy Corporation Common Stock (CHRD) | $100K - $250K | Sale, 2025-02-27
| 34 | |
| Comstock Resources, Inc. (CRK) | $250K - $500K | Sale, 2025-02-27
| 35 | |
| DODFX (Dodge & Cox International Stock Fund) | $100K - $250K | Purchase, 2025-04-04
| 35 | |
| Crescent Energy Company Class A Common Stock (CRGY) | $250K - $500K | Sale, 2025-02-27
| 36 | |
| GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | $50,001 - $100K | Purchase, 2025-04-14
| 36 | |
| EMX Royalty Corporation Common Shares (Canada) (EMX) | $250K - $500K | Sale, 2025-02-27
| 37 | |
| GGLPX (Goldman Sachs High Yield Municipal Fund) | $50,001 - $100K | Purchase, 2025-04-14
| 37 | |
| SPY (S&P 500 SPDR ETF) | $100K - $250K | Purchase, 2025-04-14
| 38 | |
| Energy Transfer LP Common Units (ET) | $1M - $5M | Sale, 2025-02-27
| 38 | |
| SPMD (S&P 400 Mid-Cap ETF) | $100K - $250K | Purchase, 2025-04-14
| 39 | |
| Enterprise Products Partners L.P. Common Stock (EPD) | $1M - $5M | Sale, 2025-02-27
| 39 | |
| DODFX (Dodge & Cox International Stock Fund) | $100K - $250K | Purchase, 2025-04-14
| 40 | |
| EQT Corp. (EQT) | $1,001 - $15,000 | Sale, 2025-02-27
| 40 | |
| EXPAND ENERGY CORP | $1M - $5M | Sale, 2025-02-27
| 41 | |
| GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | $50,001 - $100K | Purchase, 2025-04-15
| 41 | |
| GGLPX (Goldman Sachs High Yield Municipal Fund) | $50,001 - $100K | Purchase, 2025-04-15
| 42 | |
| Freeport-McMoRan, Inc. (FCX) | $1,001 - $15,000 | Sale, 2025-02-27
| 42 | |
| Inspirato Inc, 5000 shares | $15,001 - $50,000 | Sale, 2025-02-27
| 43 | |
| SPY (S&P 500 SPDR ETF) | $100K - $250K | Purchase, 2025-04-15
| 43 | |
| Nordic American Tankers Ltd. (NAT) | $50,001 - $100K | Sale, 2025-02-27
| 44 | |
| SPMD (S&P 400 Mid-Cap ETF) | $100K - $250K | Purchase, 2025-04-15
| 44 | |
| DODFX (Dodge & Cox International Stock Fund) | $100K - $250K | Purchase, 2025-04-15
| 45 | |
| Ovintiv Inc. (DE) (OVV) | $500K - $1M | Sale, 2025-02-27
| 45 | |
| GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | $50,001 - $100K | Purchase, 2025-04-22
| 46 | |
| Plains All American Pipeline L.P. Common Units representing Limited Partner Interests (PAA) | $500K - $1M | Sale, 2025-02-27
| 46 | |
| Valero Energy Corp. (VLO) | $500K - $1M | Sale, 2025-02-27
| 47 | |
| GGLPX (Goldman Sachs High Yield Municipal Fund) | $50,001 - $100K | Purchase, 2025-04-22
| 47 | |
| SPY (S&P 500 SPDR ETF) | $100K - $250K | Purchase, 2025-04-22
| 48 | |
| Nordic American Tankers Ltd. (NAT) | $100K - $250K | Sale, 2025-02-28
| 48 | |
| SPMD (S&P 400 Mid-Cap ETF) | $100K - $250K | Purchase, 2025-04-22
| 49 | |
| Schwab Value Advantage Money Fund | $5M - $25M | Purchase, 2025-03-11
| 49 | |
| Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | $50,001 - $100K | Purchase, 2025-02-25
| 50 | |
| DODFX (Dodge & Cox International Stock Fund) | $100K - $250K | Purchase, 2025-04-22
| 50 | |
| GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | $1,001 - $15,000 | Purchase, 2025-04-23
| 51 | |
| Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | $50,001 - $100K | Purchase, 2025-02-25
| 51 | |
| SPDR S&P 500 ETF TRUST (SPY) | $100K - $250K | Purchase, 2025-02-25
| 52 | |
| GGLPX (Goldman Sachs High Yield Municipal Fund) | $1,001 - $15,000 | Purchase, 2025-04-23
| 52 | |
| SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | $100K - $250K | Purchase, 2025-02-25
| 53 | |
| Westside LC LLC | $500K - $1M | Purchase, 2025-04-04
| 53 | |
| Liberty Energy Inc. (LBRT) | $500K - $1M | Sale, 2025-03-17
| 54 | |
| DODGE & COX INTERNATIONAL STOCK FUND (DODFX) | $100K - $250K | Purchase, 2025-02-25
| 54 | |
| Liberty Energy Inc. (LBRT) | $500K - $1M | Sale, 2025-03-18
| 55 | |
| Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | $50,001 - $100K | Purchase, 2025-02-26
| 55 | |
| Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | $50,001 - $100K | Purchase, 2025-02-26
| 56 | |
| Liberty Energy Inc. (LBRT) | $500K - $1M | Sale, 2025-03-19
| 56 | |
| SPDR S&P 500 ETF TRUST (SPY) | $100K - $250K | Purchase, 2025-02-26
| 57 | |
| Liberty Energy Inc. (LBRT) | $500K - $1M | Sale, 2025-03-20
| 57 | |
| SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | $100K - $250K | Purchase, 2025-02-26
| 58 | |
| Liberty Energy Inc. (LBRT) | $500K - $1M | Sale, 2025-03-21
| 58 | |
| CL Covault LLC | $1M - $5M | Sale, 2025-03-07
| 59 | |
| DODGE & COX INTERNATIONAL STOCK FUND (DODFX) | $100K - $250K | Purchase, 2025-02-26
| 59 | |
| Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | $50,001 - $100K | Purchase, 2025-02-27
| 60 | |
| CL Urban LLC | $100K - $250K | Sale, 2025-03-07
| 60 | |
| Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | $50,001 - $100K | Purchase, 2025-02-27
| 61 | |
| Bison Hawksbill LLC | $15,001 - $50,000 | Sale, 2025-03-07
| 61 | |
| SPDR S&P 500 ETF TRUST (SPY) | $100K - $250K | Purchase, 2025-02-27
| 62 | |
| Bison IV Friends and Family LLC | $250K - $500K | Sale, 2025-03-05
| 62 | |
| Sugar Free Capital | $100K - $250K | Sale, 2025-03-07
| 63 | |
| SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | $100K - $250K | Purchase, 2025-02-27
| 63 | |
| Next Frontier Fund IV LP | $250K - $500K | Sale, 2025-03-06
| 64 | |
| DODGE & COX INTERNATIONAL STOCK FUND (DODFX) | $100K - $250K | Purchase, 2025-02-27
| 64 | |
| Liberty Energy Inc Class A | $1M - $5M | Sale, 2025-03-17
| 65 | |
| Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | $50,001 - $100K | Purchase, 2025-02-28
| 65 | |
| Liberty Energy Inc Class A | $1M - $5M | Sale, 2025-03-18
| 66 | |
| Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | $50,001 - $100K | Purchase, 2025-02-28
| 66 | |
| SPDR S&P 500 ETF TRUST (SPY) | $100K - $250K | Purchase, 2025-02-28
| 67 | |
| Schwab Value Advantage Money Fund | $1M - $5M | Purchase, 2025-03-18
| 67 | |
| Liberty Energy Inc Class A | $1M - $5M | Sale, 2025-03-19
| 68 | |
| SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | $100K - $250K | Purchase, 2025-02-28
| 68 | |
| Schwab Value Advantage Money Fund | $1M - $5M | Purchase, 2025-03-19
| 69 | |
| DODGE & COX INTERNATIONAL STOCK FUND (DODFX) | $100K - $250K | Purchase, 2025-02-28
| 69 | |
| Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | $250K - $500K | Purchase, 2025-03-03
| 70 | |
| Liberty Energy Inc Class A | $1M - $5M | Sale, 2025-03-20
| 70 | |
| Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | $1M - $5M | Purchase, 2025-03-20
| 71 | |
| Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | $250K - $500K | Purchase, 2025-03-03
| 71 | |
| SPDR S&P 500 ETF TRUST (SPY) | $500K - $1M | Purchase, 2025-03-03
| 72 | |
| Liberty Energy Inc Class A | $1M - $5M | Sale, 2025-03-21
| 72 | |
| Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | $1M - $5M | Purchase, 2025-03-21
| 73 | |
| SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | $500K - $1M | Purchase, 2025-03-03
| 73 | |
| DODGE & COX INTERNATIONAL STOCK FUND (DODFX) | $500K - $1M | Purchase, 2025-03-03
| 74 | |
| Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | $1M - $5M | Purchase, 2025-03-24
| 74 | |
| Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | $100K - $250K | Purchase, 2025-03-04
| 75 | |
| Schwab Fund US Small Cap ETF | $250K - $500K | Purchase, 2025-04-09
| 75 | |
| Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | $100K - $250K | Purchase, 2025-03-04
| 76 | |
| Schwab US Small Cap ETF | $100K - $250K | Purchase, 2025-04-09
| 76 | |
| SPDR S&P 500 ETF TRUST (SPY) | $100K - $250K | Purchase, 2025-03-04
| 77 | |
| SCHWAB US Large Cap ETF | $250K - $500K | Purchase, 2025-04-09
| 77 | |
| Schwab Fund US Large Cap ETF | $250K - $500K | Purchase, 2025-04-09
| 78 | |
| SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | $100K - $250K | Purchase, 2025-03-04
| 78 | |
| Charles Schwab US Reit ETF | $15,001 - $50,000 | Purchase, 2025-04-09
| 79 | |
| DODGE & COX INTERNATIONAL STOCK FUND (DODFX) | $100K - $250K | Purchase, 2025-03-04
| 79 | |
| Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | $100K - $250K | Purchase, 2025-03-05
| 80 | |
| Schwab Fund International ETF | $100K - $250K | Purchase, 2025-04-09
| 80 | |
| Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | $100K - $250K | Purchase, 2025-03-05
| 81 | |
| Vanguard Muni Bond ETF | $250K - $500K | Purchase, 2025-04-09
| 81 | |
| Schwab US TIPS ETF | $15,001 - $50,000 | Purchase, 2025-04-09
| 82 | |
| SPDR S&P 500 ETF TRUST (SPY) | $100K - $250K | Purchase, 2025-03-05
| 82 | |
| SCHWAB INTERNATIONAL EQUITY ETF | $100K - $250K | Purchase, 2025-04-09
| 83 | |
| SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | $100K - $250K | Purchase, 2025-03-05
| 83 | |
| DODGE & COX INTERNATIONAL STOCK FUND (DODFX) | $100K - $250K | Purchase, 2025-03-05
| 84 | |
| Schwab Fund US Small Cap ETF | $100K - $250K | Purchase, 2025-04-10
| 84 | |
| Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | $100K - $250K | Purchase, 2025-03-06
| 85 | |
| Schwab US Small Cap ETF | $50,001 - $100K | Purchase, 2025-04-10
| 85 | |
| SCHWAB US Large Cap ETF | $100K - $250K | Purchase, 2025-04-10
| 86 | |
| Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | $100K - $250K | Purchase, 2025-03-06
| 86 | |
| SPDR S&P 500 ETF TRUST (SPY) | $100K - $250K | Purchase, 2025-03-06
| 87 | |
| Schwab Fund US Large Cap ETF | $100K - $250K | Purchase, 2025-04-10
| 87 | |
| SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | $100K - $250K | Purchase, 2025-03-06
| 88 | |
| Charles Schwab US Reit ETF | $15,001 - $50,000 | Purchase, 2025-04-10
| 88 | |
| DODGE & COX INTERNATIONAL STOCK FUND (DODFX) | $100K - $250K | Purchase, 2025-03-06
| 89 | |
| Schwab Fund International ETF | $50,001 - $100K | Purchase, 2025-04-10
| 89 | |
| Vanguard Muni Bond ETF | $100K - $250K | Purchase, 2025-04-10
| 90 | |
| Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | $100K - $250K | Purchase, 2025-03-07
| 90 | |
| Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | $100K - $250K | Purchase, 2025-03-07
| 91 | |
| Schwab US TIPS ETF | $15,001 - $50,000 | Purchase, 2025-04-10
| 91 | |
| SCHWAB INTERNATIONAL EQUITY ETF | $50,001 - $100K | Purchase, 2025-04-10
| 92 | |
| SPDR S&P 500 ETF TRUST (SPY) | $100K - $250K | Purchase, 2025-03-07
| 92 | |
| Schwab Fund US Small Cap ETF | $100K - $250K | Purchase, 2025-04-11
| 93 | |
| SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | $100K - $250K | Purchase, 2025-03-07
| 93 | |
| Schwab US Small Cap ETF | $50,001 - $100K | Purchase, 2025-04-11
| 94 | |
| DODGE & COX INTERNATIONAL STOCK FUND (DODFX) | $100K - $250K | Purchase, 2025-03-07
| 94 | |
| Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | $50,001 - $100K | Purchase, 2025-03-10
| 95 | |
| SCHWAB US Large Cap ETF | $100K - $250K | Purchase, 2025-04-11
| 95 | |
| Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | $50,001 - $100K | Purchase, 2025-03-10
| 96 | |
| Schwab Fund US Large Cap ETF | $100K - $250K | Purchase, 2025-04-11
| 96 | |
| Charles Schwab US Reit ETF | $15,001 - $50,000 | Purchase, 2025-04-11
| 97 | |
| SPDR S&P 500 ETF TRUST (SPY) | $100K - $250K | Purchase, 2025-03-10
| 97 | |
| SPMD (S&P 400 Mid-Cap ETF) | $100K - $250K | Purchase, 2025-03-10
| 98 | |
| Schwab Fund International ETF | $50,001 - $100K | Purchase, 2025-04-11
| 98 | |
| Vanguard Muni Bond ETF | $100K - $250K | Purchase, 2025-04-11
| 99 | |
| DODGE & COX INTERNATIONAL STOCK FUND (DODFX) | $100K - $250K | Purchase, 2025-03-10
| 99 | |
| Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | $100K - $250K | Purchase, 2025-03-12
| 100 | |
| Schwab US TIPS ETF | $15,001 - $50,000 | Purchase, 2025-04-11
| 100 | |
| Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | $100K - $250K | Purchase, 2025-03-12
| 101 | |
| SCHWAB INTERNATIONAL EQUITY ETF | $50,001 - $100K | Purchase, 2025-04-11
| 101 | |
| Schwab Fund US Small Cap ETF | $100K - $250K | Purchase, 2025-04-14
| 102 | |
| SPDR S&P 500 ETF TRUST (SPY) | $250K - $500K | Purchase, 2025-03-12
| 102 | |
| SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | $250K - $500K | Purchase, 2025-03-12
| 103 | |
| Schwab US Small Cap ETF | $50,001 - $100K | Purchase, 2025-04-14
| 103 | |
| SCHWAB US Large Cap ETF | $100K - $250K | Purchase, 2025-04-14
| 104 | |
| DODGE & COX INTERNATIONAL STOCK FUND (DODFX) | $250K - $500K | Purchase, 2025-03-12
| 104 | |
| Schwab Fund US Large Cap ETF | $100K - $250K | Purchase, 2025-04-14
| 105 | |
| Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | $50,001 - $100K | Purchase, 2025-03-13
| 105 | |
| Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | $50,001 - $100K | Purchase, 2025-03-13
| 106 | |
| Charles Schwab US Reit ETF | $15,001 - $50,000 | Purchase, 2025-04-14
| 106 | |
| Schwab Fund International ETF | $50,001 - $100K | Purchase, 2025-04-14
| 107 | |
| SPDR S&P 500 ETF TRUST (SPY) | $100K - $250K | Purchase, 2025-03-13
| 107 | |
| SPMD (S&P 400 Mid-Cap ETF) | $100K - $250K | Purchase, 2025-03-13
| 108 | |
| Vanguard Muni Bond ETF | $100K - $250K | Purchase, 2025-04-14
| 108 | |
| Schwab US TIPS ETF | $15,001 - $50,000 | Purchase, 2025-04-14
| 109 | |
| DODGE & COX INTERNATIONAL STOCK FUND (DODFX) | $100K - $250K | Purchase, 2025-03-13
| 109 | |
| Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | $50,001 - $100K | Purchase, 2025-03-14
| 110 | |
| SCHWAB INTERNATIONAL EQUITY ETF | $50,001 - $100K | Purchase, 2025-04-14
| 110 | |
| Schwab Fund US Small Cap ETF | $100K - $250K | Purchase, 2025-04-15
| 111 | |
| Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | $50,001 - $100K | Purchase, 2025-03-14
| 111 | |
| Schwab US Small Cap ETF | $50,001 - $100K | Purchase, 2025-04-15
| 112 | |
| SPDR S&P 500 ETF TRUST (SPY) | $100K - $250K | Purchase, 2025-03-14
| 112 | |
| SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | $100K - $250K | Purchase, 2025-03-14
| 113 | |
| SCHWAB US Large Cap ETF | $100K - $250K | Purchase, 2025-04-15
| 113 | |
| DODGE & COX INTERNATIONAL STOCK FUND (DODFX) | $100K - $250K | Purchase, 2025-03-14
| 114 | |
| Schwab Fund US Large Cap ETF | $100K - $250K | Purchase, 2025-04-15
| 114 | |
| Charles Schwab US Reit ETF | $15,001 - $50,000 | Purchase, 2025-04-15
| 115 | |
| Liberty Energy Inc. (LBRT) | $250K - $500K | Sale, 2025-02-04
| 115 | |
| Liberty Energy Inc. (LBRT) | $100K - $250K | Sale, 2025-02-05
| 116 | |
| Schwab Fund International ETF | $50,001 - $100K | Purchase, 2025-04-15
| 116 | |
| Liberty Energy Inc. (LBRT) | $15,001 - $50,000 | Sale, 2025-02-06
| 117 | |
| Vanguard Muni Bond ETF | $100K - $250K | Purchase, 2025-04-15
| 117 | |
| Schwab US TIPS ETF | $15,001 - $50,000 | Purchase, 2025-04-15
| 118 | |
| Liberty Energy Inc. (LBRT) | $1,001 - $15,000 | Sale, 2025-02-14
| 118 | |
| SCHWAB INTERNATIONAL EQUITY ETF | $50,001 - $100K | Purchase, 2025-04-15
| 119 | |
| Liberty Energy Inc. (LBRT) | $15,001 - $50,000 | Sale, 2025-02-18
| 119 | |
| Liberty Energy Inc. (LBRT) | $500K - $1M | Sale, 2025-03-10
| 120 | |
| Schwab Fund US Small Cap ETF | $100K - $250K | Purchase, 2025-04-16
| 120 | |
| Schwab US Small Cap ETF | $50,001 - $100K | Purchase, 2025-04-16
| 121 | |
| Liberty Energy Inc. (LBRT) | $500K - $1M | Sale, 2025-03-11
| 121 | |
| SCHWAB US Large Cap ETF | $100K - $250K | Purchase, 2025-04-16
| 122 | |
| Liberty Energy Inc. (LBRT) | $500K - $1M | Sale, 2025-03-12
| 122 | |
| Liberty Energy Inc. (LBRT) | $500K - $1M | Sale, 2025-03-13
| 123 | |
| Schwab Fund US Large Cap ETF | $100K - $250K | Purchase, 2025-04-16
| 123 | |
| Liberty Energy Inc. (LBRT) | $500K - $1M | Sale, 2025-03-14
| 124 | |
| Charles Schwab US Reit ETF | $15,001 - $50,000 | Purchase, 2025-04-16
| 124 | |
| Schwab Fund International ETF | $50,001 - $100K | Purchase, 2025-04-16
| 125 | |
| Vanguard Muni Bond ETF | $100K - $250K | Purchase, 2025-04-16
| 126 | |
| Schwab US TIPS ETF | $15,001 - $50,000 | Purchase, 2025-04-16
| 127 | |
| SCHWAB INTERNATIONAL EQUITY ETF | $50,001 - $100K | Purchase, 2025-04-16
| 128 | |
| Schwab Fund US Small Cap ETF | $100K - $250K | Purchase, 2025-04-17
| 129 | |
| Schwab US Small Cap ETF | $50,001 - $100K | Purchase, 2025-04-17
| 130 | |
| SCHWAB US Large Cap ETF | $100K - $250K | Purchase, 2025-04-17
| 131 | |
| Schwab Fund US Large Cap ETF | $100K - $250K | Purchase, 2025-04-17
| 132 | |
| Charles Schwab US Reit ETF | $15,001 - $50,000 | Purchase, 2025-04-17
| 133 | |
| Schwab Fund International ETF | $50,001 - $100K | Purchase, 2025-04-17
| 134 | |
| Vanguard Muni Bond ETF | $100K - $250K | Purchase, 2025-04-17
| 135 | |
| Schwab US TIPS ETF | $15,001 - $50,000 | Purchase, 2025-04-17
| 136 | |
| SCHWAB INTERNATIONAL EQUITY ETF | $50,001 - $100K | Purchase, 2025-04-17
| 137 | |
| Schwab Fund US Small Cap ETF | $100K - $250K | Purchase, 2025-04-21
| 138 | |
| Schwab US Small Cap ETF | $50,001 - $100K | Purchase, 2025-04-21
| 139 | |
| SCHWAB US Large Cap ETF | $100K - $250K | Purchase, 2025-04-21
| 140 | |
| Schwab Fund US Large Cap ETF | $100K - $250K | Purchase, 2025-04-21
| 141 | |
| Charles Schwab US Reit ETF | $15,001 - $50,000 | Purchase, 2025-04-21
| 142 | |
| Schwab Fund International ETF | $50,001 - $100K | Purchase, 2025-04-21
| 143 | |
| Vanguard Muni Bond ETF | $100K - $250K | Purchase, 2025-04-21
| 144 | |
| Schwab US TIPS ETF | $15,001 - $50,000 | Purchase, 2025-04-21
| 145 | |
| SCHWAB INTERNATIONAL EQUITY ETF | $50,001 - $100K | Purchase, 2025-04-21
| 146 | |
| Schwab Fund US Small Cap ETF | $250K - $500K | Purchase, 2025-04-22
| 147 | |
| Schwab US Small Cap ETF | $100K - $250K | Purchase, 2025-04-22
| 148 | |
| SCHWAB US Large Cap ETF | $250K - $500K | Purchase, 2025-04-22
| 149 | |
| Schwab Fund US Large Cap ETF | $100K - $250K | Purchase, 2025-04-22
| 150 | |
| Charles Schwab US Reit ETF | $100K - $250K | Purchase, 2025-04-22
| 151 | |
| Schwab Fund International ETF | $50,001 - $100K | Purchase, 2025-04-22
| 152 | |
| Schwab Municipal Bond Fund | $100K - $250K | Purchase, 2025-04-22
| 153 | |
| Schwab US TIPS ETF | $15,001 - $50,000 | Purchase, 2025-04-22
| 154 | |
| SCHWAB INTERNATIONAL EQUITY ETF | $50,001 - $100K | Purchase, 2025-04-22
| 155 | |
| Schwab Fund US Small Cap ETF | $50,001 - $100K | Purchase, 2025-04-23
| 156 | |
| Schwab US Small Cap ETF | $50,001 - $100K | Purchase, 2025-04-23
| 157 | |
| SCHWAB US Large Cap ETF | $100K - $250K | Purchase, 2025-04-23
| 158 | |
| Schwab Fund US Large Cap ETF | $100K - $250K | Purchase, 2025-04-23
| 159 | |
| Charles Schwab US Reit ETF | $50,001 - $100K | Purchase, 2025-04-23
| 160 | |
| Schwab Fund International ETF | $50,001 - $100K | Purchase, 2025-04-23
| 161 | |
| Schwab Municipal Bond Fund | $100K - $250K | Purchase, 2025-04-23
| 162 | |
| Schwab US TIPS ETF | $15,001 - $50,000 | Purchase, 2025-04-23
| 163 | |
| SCHWAB INTERNATIONAL EQUITY ETF | $50,001 - $100K | Purchase, 2025-04-23
| 164 | |
| Schwab Fund US Small Cap ETF | $100K - $250K | Purchase, 2025-04-24
| 165 | |
| Schwab US Small Cap ETF | $50,001 - $100K | Purchase, 2025-04-24
| 166 | |
| SCHWAB US Large Cap ETF | $100K - $250K | Purchase, 2025-04-24
| 167 | |
| Schwab Fund US Large Cap ETF | $100K - $250K | Purchase, 2025-04-24
| 168 | |
| Charles Schwab US Reit ETF | $50,001 - $100K | Purchase, 2025-04-24
| 169 | |
| Schwab Fund International ETF | $50,001 - $100K | Purchase, 2025-04-24
| 170 | |
| Schwab Municipal Bond Fund | $100K - $250K | Purchase, 2025-04-24
| 171 | |
| Schwab US TIPS ETF | $15,001 - $50,000 | Purchase, 2025-04-24
| 172 | |
| SCHWAB INTERNATIONAL EQUITY ETF | $50,001 - $100K | Purchase, 2025-04-24
| 173 |
Liabilities
Officials are required to disclose their liabilities totaling more than $10,000, as well as any linked to their spouse or dependent children. These include mortgages, credit card debt and student loans. The interest rates and loan repayment terms are also required. (Form 278e, Part 8)
| Creditor | Description | Endnote | Line No. |
|---|---|---|---|
| Wells Fargo Bank | type: Mortgage on Personal Residence, amount: $1,000,001 - $5,000,000, year-incurred: 2018, rate: 4.625, term: 30 years | 1 | |
| California Bank of Commerce | type: Exercised Line of Credit, amount: $250,001 - $500,000, year-incurred: 2021, rate: 8.0, term: 4 years | 2 | |
| Goldman Sachs | type: Mortgage on Personal Residence, amount: $5,000,001 - $25,000,000, year-incurred: 2020, rate: 2.85, term: 7/1 ARM, 30 year jumbo | 3 | |
| Fairway Mortgage Company | type: Mortgage (investment/rent al property), amount: $250,001 - $500,000, year-incurred: 2019, rate: 5.875, term: 30 years | 4 |
About the Data
Most political appointees and senior officials in the executive branch are required by law to file public financial disclosure reports. These are documents that detail their financial holdings, positions they hold outside government, their spouse’s holdings, their liabilities and their recent financial transactions (such as buying or selling stock) during a defined reporting period.
The most senior officials file their disclosures with an agency called the Office of Government Ethics, and others file them with a designated ethics official within their agency. The Ethics in Government Act allows members of the public and the press to request these documents.
We’re publishing this information to give the public an important glimpse into the financial ties of a powerful and often hidden cadre of presidential appointees within the federal bureaucracy.
The main document type included in the database is the OGE Form 278e, which appointees must file when they are nominated (for Senate-confirmed appointees) or when they enter government (all others), and then annually while in the position. Another common document included is the OGE Form 278-T, also known as a periodic transaction report, which all public filers must submit within 30 days of a transaction. We are also making other ethics documents available, such as ethics agreements, certificates of divestiture and other documents we have obtained under the Ethics in Government Act.
Join us on Wednesday, April 8 for a walkthrough of ProPublica's new database of financial disclosures from Trump appointees and any potential conflicts they reveal. Register here.
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Read ProPublica reporting on the disclosure documents.
