David L Bernhardt
Secretary · Department of The Interior
Transactions21Bought4Sold9
Amounts are the ranges the disclosure form asks for, not exact figures. The form does not ask for a precise number, so we do not show one.
Disclosed transactions
| Date | Asset | Type | Amount | Account |
|---|---|---|---|---|
| Dec 30, 2020 | DFA U.S. Core Equity 1 Port Institutional class | purchase | $50,001 - $100,000 | — |
| Dec 30, 2020 | DFA World ex U.S. Core Equity Port | purchase | $15,001 - $50,000 | — |
| Dec 23, 2020 | DFA U.S. Large Cap Value Port Institutional | sale | $15,001 - $50,000 | — |
| Dec 23, 2020 | DFA U.S. Large Cap Growth Port Institutional | sale | $15,001 - $50,000 | — |
| Dec 23, 2020 | Vanguard High-Yield Corporate Fund Admiral | sale | $15,001 - $50,000 | — |
| Nov 8, 2020 | Vanguard Intermediate-Term Tax-Exempt | sale | $100,001 - $250,000 | — |
| Nov 8, 2020 | DFA World EX U.S. Core Equity Port | sale | $15,001 - $50,000 | — |
| Nov 8, 2020 | DFA U.S. Large Cap Value Port Institutional | purchase | $50,001 - $100,000 | — |
| Nov 8, 2020 | DFA Tax Managed U.S. Targeted Value | sale | $15,001 - $50,000 | — |
| Nov 8, 2020 | DFA U.S. Large Cap Growth Port Institutional | sale | $15,001 - $50,000 | — |
| Nov 8, 2020 | Vanguard High-Yield Tax-Exempt Fund | sale | $50,001 - $100,000 | — |
| Nov 8, 2020 | DFA U.S. Small Cap Portfolio Institutional | sale | $15,001 - $50,000 | — |
| Mar 19, 2020 | TA World ex US Core Equity Portfolio | exchange | $50,001 - $100,000 | — |
| Mar 19, 2020 | World ex US Core Equity Portfolio Institutional | exchange | $50,001 - $100,000 | — |
| Mar 19, 2020 | Tax-Managed US Marketwide Value Portfolio | exchange | $100,001 - $250,000 | — |
| Mar 19, 2020 | US Large Cap Value Portfolio Institutional | exchange | $100,001 - $250,000 | — |
| Mar 19, 2020 | US Small Cap Growth Portfolio Institutional | exchange | $15,001 - $50,000 | — |
| Mar 19, 2020 | US Small Cap Portfolio Institutional Class | exchange | $15,001 - $50,000 | — |
| Mar 19, 2020 | US Small Cap Value Portfolio Institutional | exchange | $50,001 - $100,000 | — |
| Mar 19, 2020 | Tax-Managed US Targeted Value Portfolio | exchange | $50,001 - $100,000 | — |
| Mar 16, 2020 | Vanguard Total Stock Market Index Fund | purchase | $15,001 - $50,000 | — |
Filings on record
Every disclosure OGE lists for David L Bernhardt, including the ones we have not read. A filing with no figures is not an absence of trading.
| Filed | Type | Trades read | Status | Source |
|---|---|---|---|---|
| Apr 21, 2021 | Termination | 21 | Read | filing |
| Mar 16, 2019 | Ethics Agreement | — | Periodic report, published as a scan we do not read | filing |
2 filings listed · 1 not read · source oge.gov
This is public record, presented as public record. It is not a trading signal and not investment advice.
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