CWSecretary of Energy · Department of Energy
Wright reported 66 sales (est. $84.2M) and 236 purchases (est. $94.4M). Traded assets included GAJPX, GGLPX, SPY, SPMD, DODFX, among others. 11 of 302 transactions were flagged as filed late.
This summary was written before filings added on Sept. 6, 2026 and has not yet been updated. The table below is current.
Last filing: April 1, 2026|Transactions: Feb. 4, 2025 – Jan. 2, 2026
This total aggregates every source filing listed below. Public trackers focused on a single disclosure may report smaller counts for the same official.
Trade-value totals (e.g. on the dashboard) sum the midpoints of OGE disclosure ranges, not exact amounts. Federal law requires only ranges. Treat all dollar estimates as range midpoints.
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Click any month to zoom in. Sales above midline, purchases below. Amber tick = month with late-filed trades.
Rows are extracted from OGE filings by automated parsing (Claude PDF reading, PDF-parser and OCR cross-checks) and reviewed by a mix of software and human checks; the status on each row says which. Open the source PDF to confirm any row, and tell us if something is wrong. How rows are checked.
| Date | Description | Type | Amount |
|---|---|---|---|
| March 10, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $50K-$100K |
Reviewed financial disclosure documents the Office of Government Ethics has published or recorded for Christopher A. Wright. Open Cabinet summarizes listed documents observationally and links to the source PDF where one is publicly available. We do not issue compliance verdicts — that is OGE’s role, not ours.
Published reporting on Christopher Wright's financial disclosures from major outlets.
AI-assisted search across major outlets.
Wright made up to $5.25M in new luxury real estate investments while serving as Energy Secretary.
Original PDFs from the U.S. Office of Government Ethics. These are the documents Open Cabinet parses.
Source: U.S. Office of Government Ethics, 278-T Periodic Transaction Report. Asset values and transaction amounts are reported in ranges as required by federal law. View original filings
| March 10, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $50K-$100K |
| March 10, 2025 | Liberty Energy Inc Class ACheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1M-$5M |
| March 10, 2025 | Liberty Energy Inc. (LBRT)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $500K-$1M |
| March 10, 2025 | Schwab Value Advantage Money FundMutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1M-$5M |
| March 10, 2025 | SPDR S&P 500 ETF Trust (SPY)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 10, 2025 | SPMD (S&P 400 Mid-Cap ETF)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 7, 2025 | Bison Hawksbill LLCPrivate holdingLateCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $15K-$50K |
| March 7, 2025 | CL Covault LLCPrivate holdingLateCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1M-$5M |
| March 7, 2025 | CL Urban LLCPrivate holdingLateCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $100K-$250K |
| March 7, 2025 | Dodge & Cox International Stock Fund (DODFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 7, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 7, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 7, 2025 | Liberty Energy Inc Class ACheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1M-$5M |
| March 7, 2025 | Liberty Energy Inc. (LBRT)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $500K-$1M |
| March 7, 2025 | Schwab Value Advantage Money FundMutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1M-$5M |
| March 7, 2025 | SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 7, 2025 | SPDR S&P 500 ETF Trust (SPY)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 7, 2025 | Sugar Free CapitalCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $100K-$250K |
| March 6, 2025 | Dodge & Cox International Stock Fund (DODFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 6, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 6, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 6, 2025 | Liberty Energy Inc Class ACheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1M-$5M |
| March 6, 2025 | Liberty Energy Inc. (LBRT)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $500K-$1M |
| March 6, 2025 | Next Frontier Fund IV LPMutual fundLateCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $250K-$500K |
| March 6, 2025 | Schwab Value Advantage Money FundMutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1M-$5M |
| March 6, 2025 | SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 6, 2025 | SPDR S&P 500 ETF Trust (SPY)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 5, 2025 | Bison IV Friends and Family LLCPrivate holdingLateCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $250K-$500K |
| March 5, 2025 | Dodge & Cox International Stock Fund (DODFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 5, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 5, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 5, 2025 | Liberty Energy Inc Class ACheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1M-$5M |
| March 5, 2025 | Liberty Energy Inc. (LBRT)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1M-$5M |
| March 5, 2025 | SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 5, 2025 | SPDR S&P 500 ETF Trust (SPY)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 4, 2025 | Dodge & Cox International Stock Fund (DODFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 4, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 4, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 4, 2025 | Liberty Energy Inc Class ACheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1M-$5M |
| March 4, 2025 | Liberty Energy Inc. (LBRT)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1M-$5M |
| March 4, 2025 | Schwab Value Advantage Money FundMutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $1M-$5M |
| March 4, 2025 | SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 4, 2025 | SPDR S&P 500 ETF Trust (SPY)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| March 3, 2025 | Dodge & Cox International Stock Fund (DODFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $500K-$1M |
| March 3, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $250K-$500K |
| March 3, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $250K-$500K |
| March 3, 2025 | Liberty Energy Inc. (LBRT)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1M-$5M |
| March 3, 2025 | SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $500K-$1M |
| March 3, 2025 | SPDR S&P 500 ETF Trust (SPY)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $500K-$1M |
| Feb. 28, 2025 | Dodge & Cox International Stock Fund (DODFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| Feb. 28, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $50K-$100K |
| Feb. 28, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $50K-$100K |
| Feb. 28, 2025 | Liberty Energy Inc Class ACheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $500K-$1M |
| Feb. 28, 2025 | Liberty Energy Inc. (LBRT)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $500K-$1M |
| Feb. 28, 2025 | Nordic American Tankers Ltd. (NAT)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $100K-$250K |
| Feb. 28, 2025 | SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| Feb. 28, 2025 | SPDR S&P 500 ETF Trust (SPY)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| Feb. 27, 2025 | Baytex Energy CorpCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $250K-$500K |
| Feb. 27, 2025 | Blue Owl Capital Inc. Class A Common Stock (OWL)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Feb. 27, 2025 | Chevron Corp. (CVX)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $500K-$1M |
| Feb. 27, 2025 | Chord Energy Corporation Common Stock (CHRD)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $100K-$250K |
| Feb. 27, 2025 | Comstock Resources, Inc. (CRK)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $250K-$500K |
| Feb. 27, 2025 | Crescent Energy Company Class A Common Stock (CRGY)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $250K-$500K |
| Feb. 27, 2025 | Dodge & Cox International Stock Fund (DODFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| Feb. 27, 2025 | EMX Royalty Corporation Common Shares (Canada) (EMX)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $250K-$500K |
| Feb. 27, 2025 | Energy Transfer LP Common Units (ET)Private holdingCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1M-$5M |
| Feb. 27, 2025 | Enterprise Products Partners L.P. Common Stock (EPD)Private holdingCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1M-$5M |
| Feb. 27, 2025 | EQT Corp. (EQT)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Feb. 27, 2025 | Expand Energy CorpCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1M-$5M |
| Feb. 27, 2025 | Freeport-McMoRan, Inc. (FCX)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Feb. 27, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $50K-$100K |
| Feb. 27, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $50K-$100K |
| Feb. 27, 2025 | Inspirato Inc, 5000 sharesCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $15K-$50K |
| Feb. 27, 2025 | Liberty Energy Inc Class ACheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $500K-$1M |
| Feb. 27, 2025 | Liberty Energy Inc. (LBRT)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $500K-$1M |
| Feb. 27, 2025 | Nordic American Tankers Ltd. (NAT)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $50K-$100K |
| Feb. 27, 2025 | Ovintiv Inc. (DE) (OVV)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $500K-$1M |
| Feb. 27, 2025 | Plains All American Pipeline L.P. Common Units representing Limited Partner Interests (PAA)Private holdingCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $500K-$1M |
| Feb. 27, 2025 | SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| Feb. 27, 2025 | SPDR S&P 500 ETF Trust (SPY)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| Feb. 27, 2025 | Valero Energy Corp. (VLO)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $500K-$1M |
| Feb. 26, 2025 | Dodge & Cox International Stock Fund (DODFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| Feb. 26, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $50K-$100K |
| Feb. 26, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $50K-$100K |
| Feb. 26, 2025 | Liberty Energy Inc Class ACheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $500K-$1M |
| Feb. 26, 2025 | Liberty Energy Inc. (LBRT)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $500K-$1M |
| Feb. 26, 2025 | SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| Feb. 26, 2025 | SPDR S&P 500 ETF Trust (SPY)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| Feb. 25, 2025 | Dodge & Cox International Stock Fund (DODFX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| Feb. 25, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $50K-$100K |
| Feb. 25, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX)Mutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $50K-$100K |
| Feb. 25, 2025 | Liberty Energy Inc. (LBRT)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $500K-$1M |
| Feb. 25, 2025 | SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| Feb. 25, 2025 | SPDR S&P 500 ETF Trust (SPY)ETFCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
| Feb. 18, 2025 | Liberty Energy Inc. (LBRT)CheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $15K-$50K |
| Feb. 14, 2025 | Liberty Energy Inc. (LBRT)LateCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $1K-$15K |
| Feb. 12, 2025 | EMX Royalty Corporation Common Shares (Canada) (EMX)LateCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $100K-$250K |
| Feb. 6, 2025 | Liberty Energy Inc. (LBRT)LateCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $15K-$50K |
| Feb. 5, 2025 | Liberty Energy Inc. (LBRT)LateCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Sale | $100K-$250K |
Discloses two purchases of LLCs holding commercial real estate in Colorado: GS Three, LLC (Glenwood Springs) on 01/02/2026 and Westside Link LLC (Denver) on 12/01/2025, each in the $250,001-$500,000 range. The Westside Link entry is marked Yes on the 30-day late notification flag.
Discloses two purchases of LLCs holding commercial real estate in San Francisco: REOFF XXVII, LLC on 05/30/2025 ($1,000,001-$5,000,000) and REOFF XXV, LLC on 06/05/2025 ($100,001-$250,000). Both marked No on the 30-day late notification flag.
Discloses 28 purchase transactions from 03/17/2025 through 04/02/2025 across municipal bond funds (GAJPX, GGLPX), broad equity ETFs (SPY, SPMD), and Dodge & Cox International Stock Fund (DODFX). Individual amounts range from $50,001-$100,000 up to $250,001-$500,000. All marked No on the 30-day late notification flag.
Self-certification confirming completion of resignations and divestitures within the 90-day deadline. Marks Yes on resignations, divestitures, periodic transaction report filings (citing 278-T filings dated 03/19/2025 and 04/29/2025), managed account notifications, interim recusals, and ongoing recusal obligations. Notes a Section 208 waiver received 03/07/2025 covering Liberty Energy stock that was accelerated after confirmation but prior to assumption of duties.
Discloses a series of Liberty Energy (LBRT) and Liberty Energy Class A sales running daily from 02/25/2025 through 03/13/2025, paired with offsetting purchases of Schwab Value Advantage Money Fund. Individual trade ranges run from $500,001-$1,000,000 up to $1,000,001-$5,000,000. All transactions marked No on the 30-day late notification flag.
Pre-confirmation disclosure for Energy Secretary nominee. Lists outside positions including Chairman and CEO of Liberty Energy, Chairman of Liberty Resources, director seats at Oklo Inc., EMX Royalty, Urban Solution Group, Western Energy Alliance, Pacific Research Institute, Property and Environment Research Center, Domestic Energy Producers Alliance, and Bettering Human Lives Foundation.
Commits to resign from Liberty Energy, Liberty Resources, Liberty Midstream Solutions, Oklo Inc., EMX Royalty, Urban Solution Group, CL CoVault LLC, and several non-profit boards upon confirmation. Pledges to divest Liberty Energy, Oklo, EMX Royalty, and Urban Solution Group within 90 days. Lists retained positions as trustee of Family Revocable Trust and co-Managing Member of Sol 2 LLC, with recusal commitments for REOFF XXII, REOFF XXV, CrossHarbor Capital Partners, and several real-estate LLCs.
Source: U.S. Office of Government Ethics public disclosure portal. Document summaries are observational and do not constitute compliance determinations. Compliance with ethics agreements is certified by OGE in their own Compliance Certification document, which is listed above when on file.