Disclosed to the Office of Government Ethics.
Secretary, Department of Energy
301
Trades
235
Bought
66
Sold
4
Filings
Schwab US TIPS ETF
Schwab International Equity ETF
Schwab Fund US Small Cap ETF
Schwab US Small Cap ETF
Schwab US Large Cap ETF
Schwab Fund US Large Cap ETF
Charles Schwab US Reit ETF
Schwab Fund International ETF
Vanguard Muni Bond ETF
Schwab US TIPS ETF
Schwab International Equity ETF
Schwab Fund US Small Cap ETF
Schwab US Small Cap ETF
Schwab US Large Cap ETF
Schwab Fund US Large Cap ETF
Charles Schwab US Reit ETF
Schwab Fund International ETF
Vanguard Muni Bond ETF
Schwab US TIPS ETF
Schwab International Equity ETF
GAJPX (Goldman Sachs Dynamic Municipal Income Fund)
GGLPX (Goldman Sachs High Yield Municipal Fund)
SPY (S&P 500 SPDR ETF)
SPMD (S&P 400 Mid-Cap ETF)
DODFX (Dodge & Cox International Stock Fund)
Westside LC LLC
GAJPX (Goldman Sachs Dynamic Municipal Income Fund)
GGLPX (Goldman Sachs High Yield Municipal Fund)
SPY (S&P 500 SPDR ETF)
SPMD (S&P 400 Mid-Cap ETF)
DODFX (Dodge & Cox International Stock Fund)
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
GAJPX (Goldman Sachs Dynamic Municipal Income Fund)
GGLPX (Goldman Sachs High Yield Municipal Fund)
SPY (S&P 500 SPDR ETF)
SPMD (S&P 400 Mid-Cap ETF)
DODFX (Dodge & Cox International Stock Fund)
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
GAJPX (Goldman Sachs Dynamic Municipal Income Fund)
GGLPX (Goldman Sachs High Yield Municipal Fund)
SPY (S&P 500 SPDR ETF)
SPMD (S&P 400 Mid-Cap ETF)
DODFX (Dodge & Cox International Stock Fund)
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
GAJPX (Goldman Sachs Dynamic Municipal Income Fund)
GGLPX (Goldman Sachs High Yield Municipal Fund)
SPY (S&P 500 SPDR ETF)
SPMD (S&P 400 Mid-Cap ETF)
DODFX (Dodge & Cox International Stock Fund)
Schwab Value Advantage Money Fund
GAJPX (Goldman Sachs Dynamic Municipal Income Fund)
GGLPX (Goldman Sachs High Yield Municipal Fund)
SPY (S&P 500 SPDR ETF)
SPMD (S&P 400 Mid-Cap ETF)
DODFX (Dodge & Cox International Stock Fund)
Schwab Value Advantage Money Fund
GAJPX (Goldman Sachs Dynamic Municipal Income Fund)
GGLPX (Goldman Sachs High Yield Municipal Fund)
SPY (S&P 500 SPDR ETF)
SPMD (S&P 400 Mid-Cap ETF)
DODFX (Dodge & Cox International Stock Fund)
CL Covault LLC
CL Urban LLC
Bison Hawksbill LLC
Sugar Free Capital
Next Frontier Fund IV LP
Bison IV Friends and Family LLC
Schwab Value Advantage Money Fund
Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX)
Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX)
SPDR S&P 500 ETF Trust (SPY)
SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)
Dodge & Cox International Stock Fund (DODFX)
Schwab Value Advantage Money Fund
Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX)
Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX)
SPDR S&P 500 ETF Trust (SPY)
SPMD (S&P 400 Mid-Cap ETF)
Dodge & Cox International Stock Fund (DODFX)
Schwab Value Advantage Money Fund
Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX)
Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX)
SPDR S&P 500 ETF Trust (SPY)
SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)
Dodge & Cox International Stock Fund (DODFX)
| Asset | Side | Est. price | Value filed | Traded | Disclosed | Source |
|---|---|---|---|---|---|---|
Schwab US TIPS ETF | Bought | - | $15K - $50K | Apr 11, 2025 | Jul 14, 2025+94d | Filing |
Schwab International Equity ETF | Bought | - | $50K - $100K | Apr 11, 2025 | Jul 14, 2025+94d | Filing |
Schwab Fund US Small Cap ETF | Bought | - | $100K - $250K | Apr 10, 2025 | Jul 14, 2025+95d | Filing |
Schwab US Small Cap ETF | Bought | - | $50K - $100K | Apr 10, 2025 | Jul 14, 2025+95d | Filing |
Schwab US Large Cap ETF | Bought | - | $100K - $250K | Apr 10, 2025 | Jul 14, 2025+95d | Filing |
Schwab Fund US Large Cap ETF | Bought | - | $100K - $250K | Apr 10, 2025 | Jul 14, 2025+95d | Filing |
Charles Schwab US Reit ETF | Bought | - | $15K - $50K | Apr 10, 2025 | Jul 14, 2025+95d | Filing |
Schwab Fund International ETF | Bought | - | $50K - $100K | Apr 10, 2025 | Jul 14, 2025+95d | Filing |
Vanguard Muni Bond ETF | Bought | - | $100K - $250K | Apr 10, 2025 | Jul 14, 2025+95d | Filing |
Schwab US TIPS ETF | Bought | - | $15K - $50K | Apr 10, 2025 | Jul 14, 2025+95d | Filing |
Schwab International Equity ETF | Bought | - | $50K - $100K | Apr 10, 2025 | Jul 14, 2025+95d | Filing |
Schwab Fund US Small Cap ETF | Bought | - | $250K - $500K | Apr 9, 2025 | Jul 14, 2025+96d | Filing |
Schwab US Small Cap ETF | Bought | - | $100K - $250K | Apr 9, 2025 | Jul 14, 2025+96d | Filing |
Schwab US Large Cap ETF | Bought | - | $250K - $500K | Apr 9, 2025 | Jul 14, 2025+96d | Filing |
Schwab Fund US Large Cap ETF | Bought | - | $250K - $500K | Apr 9, 2025 | Jul 14, 2025+96d | Filing |
Charles Schwab US Reit ETF | Bought | - | $15K - $50K | Apr 9, 2025 | Jul 14, 2025+96d | Filing |
Schwab Fund International ETF | Bought | - | $100K - $250K | Apr 9, 2025 | Jul 14, 2025+96d | Filing |
Vanguard Muni Bond ETF | Bought | - | $250K - $500K | Apr 9, 2025 | Jul 14, 2025+96d | Filing |
Schwab US TIPS ETF | Bought | - | $15K - $50K | Apr 9, 2025 | Jul 14, 2025+96d | Filing |
Schwab International Equity ETF | Bought | - | $100K - $250K | Apr 9, 2025 | Jul 14, 2025+96d | Filing |
GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Bought | - | $50K - $100K | Apr 4, 2025 | Jul 14, 2025+101d | Filing |
GGLPX (Goldman Sachs High Yield Municipal Fund) | Bought | - | $50K - $100K | Apr 4, 2025 | Jul 14, 2025+101d | Filing |
SPY (S&P 500 SPDR ETF) | Bought | - | $100K - $250K | Apr 4, 2025 | Jul 14, 2025+101d | Filing |
SPMD (S&P 400 Mid-Cap ETF) | Bought | - | $100K - $250K | Apr 4, 2025 | Jul 14, 2025+101d | Filing |
DODFX (Dodge & Cox International Stock Fund) | Bought | - | $100K - $250K | Apr 4, 2025 | Jul 14, 2025+101d | Filing |
Westside LC LLC | Bought | - | $500K - $1M | Apr 4, 2025 | Jul 14, 2025+101d | Filing |
GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Bought | - | $100K - $250K | Apr 2, 2025 | Jul 14, 2025+103d | Filing |
GGLPX (Goldman Sachs High Yield Municipal Fund) | Bought | - | $50K - $100K | Apr 2, 2025 | Jul 14, 2025+103d | Filing |
SPY (S&P 500 SPDR ETF) | Bought | - | $250K - $500K | Apr 2, 2025 | Jul 14, 2025+103d | Filing |
SPMD (S&P 400 Mid-Cap ETF) | Bought | - | $250K - $500K | Apr 2, 2025 | Jul 14, 2025+103d | Filing |
DODFX (Dodge & Cox International Stock Fund) | Bought | - | $100K - $250K | Apr 2, 2025 | Jul 14, 2025+103d | Filing |
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | Bought | - | $1M - $5M | Mar 24, 2025 | Jul 14, 2025+112d | Filing |
GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Bought | - | $50K - $100K | Mar 21, 2025 | Jul 14, 2025+115d | Filing |
GGLPX (Goldman Sachs High Yield Municipal Fund) | Bought | - | $50K - $100K | Mar 21, 2025 | Jul 14, 2025+115d | Filing |
SPY (S&P 500 SPDR ETF) | Bought | - | $100K - $250K | Mar 21, 2025 | Jul 14, 2025+115d | Filing |
SPMD (S&P 400 Mid-Cap ETF) | Bought | - | $100K - $250K | Mar 21, 2025 | Jul 14, 2025+115d | Filing |
DODFX (Dodge & Cox International Stock Fund) | Bought | - | $100K - $250K | Mar 21, 2025 | Jul 14, 2025+115d | Filing |
 LBRTLiberty Energy Inc. (LBRT) | Sold | $14.57 | $500K - $1M | Mar 21, 2025 | Jul 14, 2025+115d | Filing |
LBRTLiberty Energy Inc Class A | Sold | $14.57 | $1M - $5M | Mar 21, 2025 | Jul 14, 2025+115d | Filing |
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | Bought | - | $1M - $5M | Mar 21, 2025 | Jul 14, 2025+115d | Filing |
GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Bought | - | $50K - $100K | Mar 20, 2025 | Jul 14, 2025+116d | Filing |
GGLPX (Goldman Sachs High Yield Municipal Fund) | Bought | - | $50K - $100K | Mar 20, 2025 | Jul 14, 2025+116d | Filing |
SPY (S&P 500 SPDR ETF) | Bought | - | $100K - $250K | Mar 20, 2025 | Jul 14, 2025+116d | Filing |
SPMD (S&P 400 Mid-Cap ETF) | Bought | - | $100K - $250K | Mar 20, 2025 | Jul 14, 2025+116d | Filing |
DODFX (Dodge & Cox International Stock Fund) | Bought | - | $100K - $250K | Mar 20, 2025 | Jul 14, 2025+116d | Filing |
LBRTLiberty Energy Inc. (LBRT) | Sold | $14.53 | $500K - $1M | Mar 20, 2025 | Jul 14, 2025+116d | Filing |
LBRTLiberty Energy Inc Class A | Sold | $14.53 | $1M - $5M | Mar 20, 2025 | Jul 14, 2025+116d | Filing |
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | Bought | - | $1M - $5M | Mar 20, 2025 | Jul 14, 2025+116d | Filing |
GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Bought | - | $50K - $100K | Mar 19, 2025 | Jul 14, 2025+117d | Filing |
GGLPX (Goldman Sachs High Yield Municipal Fund) | Bought | - | $50K - $100K | Mar 19, 2025 | Jul 14, 2025+117d | Filing |
SPY (S&P 500 SPDR ETF) | Bought | - | $100K - $250K | Mar 19, 2025 | Jul 14, 2025+117d | Filing |
SPMD (S&P 400 Mid-Cap ETF) | Bought | - | $100K - $250K | Mar 19, 2025 | Jul 14, 2025+117d | Filing |
DODFX (Dodge & Cox International Stock Fund) | Bought | - | $100K - $250K | Mar 19, 2025 | Jul 14, 2025+117d | Filing |
LBRTLiberty Energy Inc. (LBRT) | Sold | $14.56 | $500K - $1M | Mar 19, 2025 | Jul 14, 2025+117d | Filing |
LBRTLiberty Energy Inc Class A | Sold | $14.56 | $1M - $5M | Mar 19, 2025 | Jul 14, 2025+117d | Filing |
Schwab Value Advantage Money Fund | Bought | - | $1M - $5M | Mar 19, 2025 | Jul 14, 2025+117d | Filing |
GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Bought | - | $50K - $100K | Mar 18, 2025 | Jul 14, 2025+118d | Filing |
GGLPX (Goldman Sachs High Yield Municipal Fund) | Bought | - | $50K - $100K | Mar 18, 2025 | Jul 14, 2025+118d | Filing |
SPY (S&P 500 SPDR ETF) | Bought | - | $100K - $250K | Mar 18, 2025 | Jul 14, 2025+118d | Filing |
SPMD (S&P 400 Mid-Cap ETF) | Bought | - | $100K - $250K | Mar 18, 2025 | Jul 14, 2025+118d | Filing |
DODFX (Dodge & Cox International Stock Fund) | Bought | - | $100K - $250K | Mar 18, 2025 | Jul 14, 2025+118d | Filing |
LBRTLiberty Energy Inc. (LBRT) | Sold | $14.52 | $500K - $1M | Mar 18, 2025 | Jul 14, 2025+118d | Filing |
LBRTLiberty Energy Inc Class A | Sold | $14.52 | $1M - $5M | Mar 18, 2025 | Jul 14, 2025+118d | Filing |
Schwab Value Advantage Money Fund | Bought | - | $1M - $5M | Mar 18, 2025 | Jul 14, 2025+118d | Filing |
GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Bought | - | $50K - $100K | Mar 17, 2025 | Jul 14, 2025+119d | Filing |
GGLPX (Goldman Sachs High Yield Municipal Fund) | Bought | - | $50K - $100K | Mar 17, 2025 | Jul 14, 2025+119d | Filing |
SPY (S&P 500 SPDR ETF) | Bought | - | $100K - $250K | Mar 17, 2025 | Jul 14, 2025+119d | Filing |
SPMD (S&P 400 Mid-Cap ETF) | Bought | - | $100K - $250K | Mar 17, 2025 | Jul 14, 2025+119d | Filing |
DODFX (Dodge & Cox International Stock Fund) | Bought | - | $100K - $250K | Mar 17, 2025 | Jul 14, 2025+119d | Filing |
LBRTLiberty Energy Inc. (LBRT) | Sold | $14.51 | $500K - $1M | Mar 17, 2025 | Jul 14, 2025+119d | Filing |
LBRTLiberty Energy Inc Class A | Sold | $14.51 | $1M - $5M | Mar 17, 2025 | Jul 14, 2025+119d | Filing |
CL Covault LLC | Sold | - | $1M - $5M | Mar 7, 2025 | Jul 14, 2025+129d | Filing |
CL Urban LLC | Sold | - | $100K - $250K | Mar 7, 2025 | Jul 14, 2025+129d | Filing |
Bison Hawksbill LLC | Sold | - | $15K - $50K | Mar 7, 2025 | Jul 14, 2025+129d | Filing |
Sugar Free Capital | Sold | - | $100K - $250K | Mar 7, 2025 | Jul 14, 2025+129d | Filing |
Next Frontier Fund IV LP | Sold | - | $250K - $500K | Mar 6, 2025 | Jul 14, 2025+130d | Filing |
Bison IV Friends and Family LLC | Sold | - | $250K - $500K | Mar 5, 2025 | Jul 14, 2025+131d | Filing |
LBRTLiberty Energy Inc Class A | Sold | $14.38 | $1M - $5M | Mar 14, 2025 | Apr 17, 2025+34d | Filing |
Schwab Value Advantage Money Fund | Bought | - | $1M - $5M | Mar 14, 2025 | Apr 17, 2025+34d | Filing |
Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | Bought | - | $50K - $100K | Mar 14, 2025 | Apr 17, 2025+34d | Filing |
Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | Bought | - | $50K - $100K | Mar 14, 2025 | Apr 17, 2025+34d | Filing |
SPYSPDR S&P 500 ETF Trust (SPY) | Bought | $557.66 | $100K - $250K | Mar 14, 2025 | Apr 17, 2025+34d | Filing |
SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | Bought | - | $100K - $250K | Mar 14, 2025 | Apr 17, 2025+34d | Filing |
Dodge & Cox International Stock Fund (DODFX) | Bought | - | $100K - $250K | Mar 14, 2025 | Apr 17, 2025+34d | Filing |
LBRTLiberty Energy Inc. (LBRT) | Sold | $14.38 | $500K - $1M | Mar 14, 2025 | Apr 17, 2025+34d | Filing |
LBRTLiberty Energy Inc Class A | Sold | $14.24 | $1M - $5M | Mar 13, 2025 | Apr 17, 2025+35d | Filing |
Schwab Value Advantage Money Fund | Bought | - | $1M - $5M | Mar 13, 2025 | Apr 17, 2025+35d | Filing |
Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | Bought | - | $50K - $100K | Mar 13, 2025 | Apr 17, 2025+35d | Filing |
Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | Bought | - | $50K - $100K | Mar 13, 2025 | Apr 17, 2025+35d | Filing |
SPYSPDR S&P 500 ETF Trust (SPY) | Bought | $554.39 | $100K - $250K | Mar 13, 2025 | Apr 17, 2025+35d | Filing |
SPMD (S&P 400 Mid-Cap ETF) | Bought | - | $100K - $250K | Mar 13, 2025 | Apr 17, 2025+35d | Filing |
Dodge & Cox International Stock Fund (DODFX) | Bought | - | $100K - $250K | Mar 13, 2025 | Apr 17, 2025+35d | Filing |
LBRTLiberty Energy Inc. (LBRT) | Sold | $14.24 | $500K - $1M | Mar 13, 2025 | Apr 17, 2025+35d | Filing |
LBRTLiberty Energy Inc Class A | Sold | $14.38 | $1M - $5M | Mar 12, 2025 | Apr 17, 2025+36d | Filing |
Schwab Value Advantage Money Fund | Bought | - | $1M - $5M | Mar 12, 2025 | Apr 17, 2025+36d | Filing |
Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | Bought | - | $100K - $250K | Mar 12, 2025 | Apr 17, 2025+36d | Filing |
Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | Bought | - | $100K - $250K | Mar 12, 2025 | Apr 17, 2025+36d | Filing |
SPYSPDR S&P 500 ETF Trust (SPY) | Bought | $558.40 | $250K - $500K | Mar 12, 2025 | Apr 17, 2025+36d | Filing |
SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | Bought | - | $250K - $500K | Mar 12, 2025 | Apr 17, 2025+36d | Filing |
Dodge & Cox International Stock Fund (DODFX) | Bought | - | $250K - $500K | Mar 12, 2025 | Apr 17, 2025+36d | Filing |
OGE filings disclose a value band, never a price. Est. price is the market average of that day's high and low, not what the official paid.
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