Christopher A Wright
LBRT × 24 GGLPX × 24 GAJPX × 24 SPMD × 23 DODFX × 23 SPY × 23 view in graph
301trades · $175.4M est.
24%
disclosed on time · 228 late, worst 86d over
$102.8Mest. assets · Nominee 278 (01/14/2025)
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| GS Three, LLC | Buy | $250K – $500K | Self | Jan 2, 2026 | 37d late filing ↗ |
| Westside Link LLC | Buy | $250K – $500K | Self | Dec 1, 2025 | 69d late filing ↗ |
| REOFF XXV, LLC | Buy | $100K – $250K | Self | Jun 5, 2025 | 54d late filing ↗ |
| REOFF XXVII, LLC | Buy | $1M – $5M | Self | May 30, 2025 | 60d late filing ↗ |
| Schwab International Equity ETF | Buy | $50K – $100K | Self | Apr 24, 2025 | 36d late filing ↗ |
| Schwab US TIPS ETF | Buy | $15K – $50K | Self | Apr 24, 2025 | 36d late filing ↗ |
| Schwab Municipal Bond Fund | Buy | $100K – $250K | Self | Apr 24, 2025 | 36d late filing ↗ |
| Schwab Fund International ETF | Buy | $50K – $100K | Self | Apr 24, 2025 | 36d late filing ↗ |
| Charles Schwab US Reit ETF | Buy | $50K – $100K | Self | Apr 24, 2025 | 36d late filing ↗ |
| Schwab Fund US Large Cap ETF | Buy | $100K – $250K | Self | Apr 24, 2025 | 36d late filing ↗ |
| Schwab US Large Cap ETF | Buy | $100K – $250K | Self | Apr 24, 2025 | 36d late filing ↗ |
| Schwab US Small Cap ETF | Buy | $50K – $100K | Self | Apr 24, 2025 | 36d late filing ↗ |
| Schwab Fund US Small Cap ETF | Buy | $100K – $250K | Self | Apr 24, 2025 | 36d late filing ↗ |
| Schwab International Equity ETF | Buy | $50K – $100K | Self | Apr 23, 2025 | 37d late filing ↗ |
| Schwab US TIPS ETF | Buy | $15K – $50K | Self | Apr 23, 2025 | 37d late filing ↗ |
| Schwab Municipal Bond Fund | Buy | $100K – $250K | Self | Apr 23, 2025 | 37d late filing ↗ |
| Schwab Fund International ETF | Buy | $50K – $100K | Self | Apr 23, 2025 | 37d late filing ↗ |
| Charles Schwab US Reit ETF | Buy | $50K – $100K | Self | Apr 23, 2025 | 37d late filing ↗ |
| Schwab Fund US Large Cap ETF | Buy | $100K – $250K | Self | Apr 23, 2025 | 37d late filing ↗ |
| Schwab US Large Cap ETF | Buy | $100K – $250K | Self | Apr 23, 2025 | 37d late filing ↗ |
| Schwab US Small Cap ETF | Buy | $50K – $100K | Self | Apr 23, 2025 | 37d late filing ↗ |
| Schwab Fund US Small Cap ETF | Buy | $50K – $100K | Self | Apr 23, 2025 | 37d late filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund | Buy | $1K – $15K | Self | Apr 23, 2025 | 37d late filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund | Buy | $1K – $15K | Self | Apr 23, 2025 | 37d late filing ↗ |
| Schwab International Equity ETF | Buy | $50K – $100K | Self | Apr 22, 2025 | 38d late filing ↗ |
| Schwab US TIPS ETF | Buy | $15K – $50K | Self | Apr 22, 2025 | 38d late filing ↗ |
| Schwab Municipal Bond Fund | Buy | $100K – $250K | Self | Apr 22, 2025 | 38d late filing ↗ |
| Schwab Fund International ETF | Buy | $50K – $100K | Self | Apr 22, 2025 | 38d late filing ↗ |
| Charles Schwab US Reit ETF | Buy | $100K – $250K | Self | Apr 22, 2025 | 38d late filing ↗ |
| Schwab Fund US Large Cap ETF | Buy | $100K – $250K | Self | Apr 22, 2025 | 38d late filing ↗ |
| Schwab US Large Cap ETF | Buy | $250K – $500K | Self | Apr 22, 2025 | 38d late filing ↗ |
| Schwab US Small Cap ETF | Buy | $100K – $250K | Self | Apr 22, 2025 | 38d late filing ↗ |
| Schwab Fund US Small Cap ETF | Buy | $250K – $500K | Self | Apr 22, 2025 | 38d late filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Apr 22, 2025 | 38d late filing ↗ |
| SPMD S&P 400 Mid-Cap ETF | Buy | $100K – $250K | Self | Apr 22, 2025 | 38d late filing ↗ |
| SPY S&P 500 SPDR ETF | Buy | $100K – $250K | Self | Apr 22, 2025 | 38d late filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund | Buy | $50K – $100K | Self | Apr 22, 2025 | 38d late filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund | Buy | $50K – $100K | Self | Apr 22, 2025 | 38d late filing ↗ |
| Schwab International Equity ETF | Buy | $50K – $100K | Self | Apr 21, 2025 | 39d late filing ↗ |
| Schwab US TIPS ETF | Buy | $15K – $50K | Self | Apr 21, 2025 | 39d late filing ↗ |
| Vanguard Muni Bond ETF | Buy | $100K – $250K | Self | Apr 21, 2025 | 39d late filing ↗ |
| Schwab Fund International ETF | Buy | $50K – $100K | Self | Apr 21, 2025 | 39d late filing ↗ |
| Charles Schwab US Reit ETF | Buy | $15K – $50K | Self | Apr 21, 2025 | 39d late filing ↗ |
| Schwab Fund US Large Cap ETF | Buy | $100K – $250K | Self | Apr 21, 2025 | 39d late filing ↗ |
| Schwab US Large Cap ETF | Buy | $100K – $250K | Self | Apr 21, 2025 | 39d late filing ↗ |
| Schwab US Small Cap ETF | Buy | $50K – $100K | Self | Apr 21, 2025 | 39d late filing ↗ |
| Schwab Fund US Small Cap ETF | Buy | $100K – $250K | Self | Apr 21, 2025 | 39d late filing ↗ |
| Schwab International Equity ETF | Buy | $50K – $100K | Self | Apr 17, 2025 | 43d late filing ↗ |
| Schwab US TIPS ETF | Buy | $15K – $50K | Self | Apr 17, 2025 | 43d late filing ↗ |
| Vanguard Muni Bond ETF | Buy | $100K – $250K | Self | Apr 17, 2025 | 43d late filing ↗ |
| Schwab Fund International ETF | Buy | $50K – $100K | Self | Apr 17, 2025 | 43d late filing ↗ |
| Charles Schwab US Reit ETF | Buy | $15K – $50K | Self | Apr 17, 2025 | 43d late filing ↗ |
| Schwab Fund US Large Cap ETF | Buy | $100K – $250K | Self | Apr 17, 2025 | 43d late filing ↗ |
| Schwab US Large Cap ETF | Buy | $100K – $250K | Self | Apr 17, 2025 | 43d late filing ↗ |
| Schwab US Small Cap ETF | Buy | $50K – $100K | Self | Apr 17, 2025 | 43d late filing ↗ |
| Schwab Fund US Small Cap ETF | Buy | $100K – $250K | Self | Apr 17, 2025 | 43d late filing ↗ |
| Schwab International Equity ETF | Buy | $50K – $100K | Self | Apr 16, 2025 | 44d late filing ↗ |
| Schwab US TIPS ETF | Buy | $15K – $50K | Self | Apr 16, 2025 | 44d late filing ↗ |
| Vanguard Muni Bond ETF | Buy | $100K – $250K | Self | Apr 16, 2025 | 44d late filing ↗ |
| Schwab Fund International ETF | Buy | $50K – $100K | Self | Apr 16, 2025 | 44d late filing ↗ |
| Charles Schwab US Reit ETF | Buy | $15K – $50K | Self | Apr 16, 2025 | 44d late filing ↗ |
| Schwab Fund US Large Cap ETF | Buy | $100K – $250K | Self | Apr 16, 2025 | 44d late filing ↗ |
| Schwab US Large Cap ETF | Buy | $100K – $250K | Self | Apr 16, 2025 | 44d late filing ↗ |
| Schwab US Small Cap ETF | Buy | $50K – $100K | Self | Apr 16, 2025 | 44d late filing ↗ |
| Schwab Fund US Small Cap ETF | Buy | $100K – $250K | Self | Apr 16, 2025 | 44d late filing ↗ |
| Schwab International Equity ETF | Buy | $50K – $100K | Self | Apr 15, 2025 | 45d late filing ↗ |
| Schwab US TIPS ETF | Buy | $15K – $50K | Self | Apr 15, 2025 | 45d late filing ↗ |
| Vanguard Muni Bond ETF | Buy | $100K – $250K | Self | Apr 15, 2025 | 45d late filing ↗ |
| Schwab Fund International ETF | Buy | $50K – $100K | Self | Apr 15, 2025 | 45d late filing ↗ |
| Charles Schwab US Reit ETF | Buy | $15K – $50K | Self | Apr 15, 2025 | 45d late filing ↗ |
| Schwab Fund US Large Cap ETF | Buy | $100K – $250K | Self | Apr 15, 2025 | 45d late filing ↗ |
| Schwab US Large Cap ETF | Buy | $100K – $250K | Self | Apr 15, 2025 | 45d late filing ↗ |
| Schwab US Small Cap ETF | Buy | $50K – $100K | Self | Apr 15, 2025 | 45d late filing ↗ |
| Schwab Fund US Small Cap ETF | Buy | $100K – $250K | Self | Apr 15, 2025 | 45d late filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Apr 15, 2025 | 45d late filing ↗ |
| SPMD S&P 400 Mid-Cap ETF | Buy | $100K – $250K | Self | Apr 15, 2025 | 45d late filing ↗ |
| SPY S&P 500 SPDR ETF | Buy | $100K – $250K | Self | Apr 15, 2025 | 45d late filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund | Buy | $50K – $100K | Self | Apr 15, 2025 | 45d late filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund | Buy | $50K – $100K | Self | Apr 15, 2025 | 45d late filing ↗ |
| Schwab International Equity ETF | Buy | $50K – $100K | Self | Apr 14, 2025 | 46d late filing ↗ |
| Schwab US TIPS ETF | Buy | $15K – $50K | Self | Apr 14, 2025 | 46d late filing ↗ |
| Vanguard Muni Bond ETF | Buy | $100K – $250K | Self | Apr 14, 2025 | 46d late filing ↗ |
| Schwab Fund International ETF | Buy | $50K – $100K | Self | Apr 14, 2025 | 46d late filing ↗ |
| Charles Schwab US Reit ETF | Buy | $15K – $50K | Self | Apr 14, 2025 | 46d late filing ↗ |
| Schwab Fund US Large Cap ETF | Buy | $100K – $250K | Self | Apr 14, 2025 | 46d late filing ↗ |
| Schwab US Large Cap ETF | Buy | $100K – $250K | Self | Apr 14, 2025 | 46d late filing ↗ |
| Schwab US Small Cap ETF | Buy | $50K – $100K | Self | Apr 14, 2025 | 46d late filing ↗ |
| Schwab Fund US Small Cap ETF | Buy | $100K – $250K | Self | Apr 14, 2025 | 46d late filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Apr 14, 2025 | 46d late filing ↗ |
| SPMD S&P 400 Mid-Cap ETF | Buy | $100K – $250K | Self | Apr 14, 2025 | 46d late filing ↗ |
| SPY S&P 500 SPDR ETF | Buy | $100K – $250K | Self | Apr 14, 2025 | 46d late filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund | Buy | $50K – $100K | Self | Apr 14, 2025 | 46d late filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund | Buy | $50K – $100K | Self | Apr 14, 2025 | 46d late filing ↗ |
| Schwab International Equity ETF | Buy | $50K – $100K | Self | Apr 11, 2025 | 49d late filing ↗ |
| Schwab US TIPS ETF | Buy | $15K – $50K | Self | Apr 11, 2025 | 49d late filing ↗ |
| Vanguard Muni Bond ETF | Buy | $100K – $250K | Self | Apr 11, 2025 | 49d late filing ↗ |
| Schwab Fund International ETF | Buy | $50K – $100K | Self | Apr 11, 2025 | 49d late filing ↗ |
| Charles Schwab US Reit ETF | Buy | $15K – $50K | Self | Apr 11, 2025 | 49d late filing ↗ |
| Schwab Fund US Large Cap ETF | Buy | $100K – $250K | Self | Apr 11, 2025 | 49d late filing ↗ |
| Schwab US Large Cap ETF | Buy | $100K – $250K | Self | Apr 11, 2025 | 49d late filing ↗ |
| Schwab US Small Cap ETF | Buy | $50K – $100K | Self | Apr 11, 2025 | 49d late filing ↗ |
| Schwab Fund US Small Cap ETF | Buy | $100K – $250K | Self | Apr 11, 2025 | 49d late filing ↗ |
| Schwab International Equity ETF | Buy | $50K – $100K | Self | Apr 10, 2025 | 50d late filing ↗ |
| Schwab US TIPS ETF | Buy | $15K – $50K | Self | Apr 10, 2025 | 50d late filing ↗ |
| Vanguard Muni Bond ETF | Buy | $100K – $250K | Self | Apr 10, 2025 | 50d late filing ↗ |
| Schwab Fund International ETF | Buy | $50K – $100K | Self | Apr 10, 2025 | 50d late filing ↗ |
| Charles Schwab US Reit ETF | Buy | $15K – $50K | Self | Apr 10, 2025 | 50d late filing ↗ |
| Schwab Fund US Large Cap ETF | Buy | $100K – $250K | Self | Apr 10, 2025 | 50d late filing ↗ |
| Schwab US Large Cap ETF | Buy | $100K – $250K | Self | Apr 10, 2025 | 50d late filing ↗ |
| Schwab US Small Cap ETF | Buy | $50K – $100K | Self | Apr 10, 2025 | 50d late filing ↗ |
| Schwab Fund US Small Cap ETF | Buy | $100K – $250K | Self | Apr 10, 2025 | 50d late filing ↗ |
| Schwab International Equity ETF | Buy | $100K – $250K | Self | Apr 9, 2025 | 51d late filing ↗ |
| Schwab US TIPS ETF | Buy | $15K – $50K | Self | Apr 9, 2025 | 51d late filing ↗ |
| Vanguard Muni Bond ETF | Buy | $250K – $500K | Self | Apr 9, 2025 | 51d late filing ↗ |
| Schwab Fund International ETF | Buy | $100K – $250K | Self | Apr 9, 2025 | 51d late filing ↗ |
| Charles Schwab US Reit ETF | Buy | $15K – $50K | Self | Apr 9, 2025 | 51d late filing ↗ |
| Schwab Fund US Large Cap ETF | Buy | $250K – $500K | Self | Apr 9, 2025 | 51d late filing ↗ |
| Schwab US Large Cap ETF | Buy | $250K – $500K | Self | Apr 9, 2025 | 51d late filing ↗ |
| Schwab US Small Cap ETF | Buy | $100K – $250K | Self | Apr 9, 2025 | 51d late filing ↗ |
| Schwab Fund US Small Cap ETF | Buy | $250K – $500K | Self | Apr 9, 2025 | 51d late filing ↗ |
| Westside LC LLC | Buy | $500K – $1M | Self | Apr 4, 2025 | 56d late filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Apr 4, 2025 | 56d late filing ↗ |
| SPMD S&P 400 Mid-Cap ETF | Buy | $100K – $250K | Self | Apr 4, 2025 | 56d late filing ↗ |
| SPY S&P 500 SPDR ETF | Buy | $100K – $250K | Self | Apr 4, 2025 | 56d late filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund | Buy | $50K – $100K | Self | Apr 4, 2025 | 56d late filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund | Buy | $50K – $100K | Self | Apr 4, 2025 | 56d late filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Apr 2, 2025 | 58d late filing ↗ |
| SPMD S&P 400 Mid-Cap ETF | Buy | $250K – $500K | Self | Apr 2, 2025 | 58d late filing ↗ |
| SPY S&P 500 SPDR ETF | Buy | $250K – $500K | Self | Apr 2, 2025 | 58d late filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund | Buy | $50K – $100K | Self | Apr 2, 2025 | 58d late filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund | Buy | $100K – $250K | Self | Apr 2, 2025 | 58d late filing ↗ |
| SWVXX Schwab Value Advantage Money Fund Investor Class Shares | Buy | $1M – $5M | Self | Mar 24, 2025 | 67d late filing ↗ |
| SWVXX Schwab Value Advantage Money Fund Investor Class Shares | Buy | $1M – $5M | Self | Mar 21, 2025 | 70d late filing ↗ |
| Liberty Energy Inc Class A | Sell | $1M – $5M | Self | Mar 21, 2025 | 70d late filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $500K – $1M | Self | Mar 21, 2025 | 70d late filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Mar 21, 2025 | 70d late filing ↗ |
| SPMD S&P 400 Mid-Cap ETF | Buy | $100K – $250K | Self | Mar 21, 2025 | 70d late filing ↗ |
| SPY S&P 500 SPDR ETF | Buy | $100K – $250K | Self | Mar 21, 2025 | 70d late filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund | Buy | $50K – $100K | Self | Mar 21, 2025 | 70d late filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund | Buy | $50K – $100K | Self | Mar 21, 2025 | 70d late filing ↗ |
| SWVXX Schwab Value Advantage Money Fund Investor Class Shares | Buy | $1M – $5M | Self | Mar 20, 2025 | 71d late filing ↗ |
| Liberty Energy Inc Class A | Sell | $1M – $5M | Self | Mar 20, 2025 | 71d late filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $500K – $1M | Self | Mar 20, 2025 | 71d late filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Mar 20, 2025 | 71d late filing ↗ |
| SPMD S&P 400 Mid-Cap ETF | Buy | $100K – $250K | Self | Mar 20, 2025 | 71d late filing ↗ |
| SPY S&P 500 SPDR ETF | Buy | $100K – $250K | Self | Mar 20, 2025 | 71d late filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund | Buy | $50K – $100K | Self | Mar 20, 2025 | 71d late filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund | Buy | $50K – $100K | Self | Mar 20, 2025 | 71d late filing ↗ |
| Schwab Value Advantage Money Fund | Buy | $1M – $5M | Self | Mar 19, 2025 | 72d late filing ↗ |
| Liberty Energy Inc Class A | Sell | $1M – $5M | Self | Mar 19, 2025 | 72d late filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $500K – $1M | Self | Mar 19, 2025 | 72d late filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Mar 19, 2025 | 72d late filing ↗ |
| SPMD S&P 400 Mid-Cap ETF | Buy | $100K – $250K | Self | Mar 19, 2025 | 72d late filing ↗ |
| SPY S&P 500 SPDR ETF | Buy | $100K – $250K | Self | Mar 19, 2025 | 72d late filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund | Buy | $50K – $100K | Self | Mar 19, 2025 | 72d late filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund | Buy | $50K – $100K | Self | Mar 19, 2025 | 72d late filing ↗ |
| Schwab Value Advantage Money Fund | Buy | $1M – $5M | Self | Mar 18, 2025 | 73d late filing ↗ |
| Liberty Energy Inc Class A | Sell | $1M – $5M | Self | Mar 18, 2025 | 73d late filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $500K – $1M | Self | Mar 18, 2025 | 73d late filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Mar 18, 2025 | 73d late filing ↗ |
| SPMD S&P 400 Mid-Cap ETF | Buy | $100K – $250K | Self | Mar 18, 2025 | 73d late filing ↗ |
| SPY S&P 500 SPDR ETF | Buy | $100K – $250K | Self | Mar 18, 2025 | 73d late filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund | Buy | $50K – $100K | Self | Mar 18, 2025 | 73d late filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund | Buy | $50K – $100K | Self | Mar 18, 2025 | 73d late filing ↗ |
| Liberty Energy Inc Class A | Sell | $1M – $5M | Self | Mar 17, 2025 | 74d late filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $500K – $1M | Self | Mar 17, 2025 | 74d late filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Mar 17, 2025 | 74d late filing ↗ |
| SPMD S&P 400 Mid-Cap ETF | Buy | $100K – $250K | Self | Mar 17, 2025 | 74d late filing ↗ |
| SPY S&P 500 SPDR ETF | Buy | $100K – $250K | Self | Mar 17, 2025 | 74d late filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund | Buy | $50K – $100K | Self | Mar 17, 2025 | 74d late filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund | Buy | $50K – $100K | Self | Mar 17, 2025 | 74d late filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $500K – $1M | Self | Mar 14, 2025 | filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Mar 14, 2025 | filing ↗ |
| SPMD SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $100K – $250K | Self | Mar 14, 2025 | filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $100K – $250K | Self | Mar 14, 2025 | filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund Class P Shares | Buy | $50K – $100K | Self | Mar 14, 2025 | filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund Class P Shares | Buy | $50K – $100K | Self | Mar 14, 2025 | filing ↗ |
| Schwab Value Advantage Money Fund | Buy | $1M – $5M | Self | Mar 14, 2025 | filing ↗ |
| Liberty Energy Inc Class A | Sell | $1M – $5M | Self | Mar 14, 2025 | filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $500K – $1M | Self | Mar 13, 2025 | filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Mar 13, 2025 | filing ↗ |
| SPMD S&P 400 Mid-Cap ETF | Buy | $100K – $250K | Self | Mar 13, 2025 | filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $100K – $250K | Self | Mar 13, 2025 | filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund Class P Shares | Buy | $50K – $100K | Self | Mar 13, 2025 | filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund Class P Shares | Buy | $50K – $100K | Self | Mar 13, 2025 | filing ↗ |
| Schwab Value Advantage Money Fund | Buy | $1M – $5M | Self | Mar 13, 2025 | filing ↗ |
| Liberty Energy Inc Class A | Sell | $1M – $5M | Self | Mar 13, 2025 | filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $500K – $1M | Self | Mar 12, 2025 | filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $250K – $500K | Self | Mar 12, 2025 | filing ↗ |
| SPMD SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $250K – $500K | Self | Mar 12, 2025 | filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $250K – $500K | Self | Mar 12, 2025 | filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund Class P Shares | Buy | $100K – $250K | Self | Mar 12, 2025 | filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund Class P Shares | Buy | $100K – $250K | Self | Mar 12, 2025 | filing ↗ |
| Schwab Value Advantage Money Fund | Buy | $1M – $5M | Self | Mar 12, 2025 | filing ↗ |
| Liberty Energy Inc Class A | Sell | $1M – $5M | Self | Mar 12, 2025 | filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $500K – $1M | Self | Mar 11, 2025 | filing ↗ |
| Schwab Value Advantage Money Fund | Buy | $5M – $25M | Self | Mar 11, 2025 | filing ↗ |
| Schwab Value Advantage Money Fund | Buy | $1M – $5M | Self | Mar 11, 2025 | filing ↗ |
| Liberty Energy Inc Class A | Sell | $1M – $5M | Self | Mar 11, 2025 | filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $500K – $1M | Self | Mar 10, 2025 | filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Mar 10, 2025 | filing ↗ |
| SPMD S&P 400 Mid-Cap ETF | Buy | $100K – $250K | Self | Mar 10, 2025 | filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $100K – $250K | Self | Mar 10, 2025 | filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund Class P Shares | Buy | $50K – $100K | Self | Mar 10, 2025 | filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund Class P Shares | Buy | $50K – $100K | Self | Mar 10, 2025 | filing ↗ |
| Schwab Value Advantage Money Fund | Buy | $1M – $5M | Self | Mar 10, 2025 | filing ↗ |
| Liberty Energy Inc Class A | Sell | $1M – $5M | Self | Mar 10, 2025 | filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Mar 7, 2025 | filing ↗ |
| SPMD SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $100K – $250K | Self | Mar 7, 2025 | filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $100K – $250K | Self | Mar 7, 2025 | filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund Class P Shares | Buy | $100K – $250K | Self | Mar 7, 2025 | filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund Class P Shares | Buy | $100K – $250K | Self | Mar 7, 2025 | filing ↗ |
| Liberty Energy Inc Class A | Sell | $1M – $5M | Self | Mar 7, 2025 | filing ↗ |
| Schwab Value Advantage Money Fund | Buy | $1M – $5M | Self | Mar 7, 2025 | filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $500K – $1M | Self | Mar 7, 2025 | filing ↗ |
| Sugar Free Capital | Sell | $100K – $250K | Self | Mar 7, 2025 | 84d late filing ↗ |
| Bison Hawksbill LLC | Sell | $15K – $50K | Self | Mar 7, 2025 | 84d late filing ↗ |
| CL Urban LLC | Sell | $100K – $250K | Self | Mar 7, 2025 | 84d late filing ↗ |
| CL Covault LLC | Sell | $1M – $5M | Self | Mar 7, 2025 | 84d late filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Mar 6, 2025 | filing ↗ |
| SPMD SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $100K – $250K | Self | Mar 6, 2025 | filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $100K – $250K | Self | Mar 6, 2025 | filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund Class P Shares | Buy | $100K – $250K | Self | Mar 6, 2025 | filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund Class P Shares | Buy | $100K – $250K | Self | Mar 6, 2025 | filing ↗ |
| Liberty Energy Inc Class A | Sell | $1M – $5M | Self | Mar 6, 2025 | filing ↗ |
| Schwab Value Advantage Money Fund | Buy | $1M – $5M | Self | Mar 6, 2025 | filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $500K – $1M | Self | Mar 6, 2025 | filing ↗ |
| Next Frontier Fund IV LP | Sell | $250K – $500K | Self | Mar 6, 2025 | 85d late filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Mar 5, 2025 | filing ↗ |
| SPMD SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $100K – $250K | Self | Mar 5, 2025 | filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $100K – $250K | Self | Mar 5, 2025 | filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund Class P Shares | Buy | $100K – $250K | Self | Mar 5, 2025 | filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund Class P Shares | Buy | $100K – $250K | Self | Mar 5, 2025 | filing ↗ |
| Liberty Energy Inc Class A | Sell | $1M – $5M | Self | Mar 5, 2025 | filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $1M – $5M | Self | Mar 5, 2025 | filing ↗ |
| Bison IV Friends and Family LLC | Sell | $250K – $500K | Self | Mar 5, 2025 | 86d late filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Mar 4, 2025 | filing ↗ |
| SPMD SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $100K – $250K | Self | Mar 4, 2025 | filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $100K – $250K | Self | Mar 4, 2025 | filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund Class P Shares | Buy | $100K – $250K | Self | Mar 4, 2025 | filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund Class P Shares | Buy | $100K – $250K | Self | Mar 4, 2025 | filing ↗ |
| Schwab Value Advantage Money Fund | Buy | $1M – $5M | Self | Mar 4, 2025 | filing ↗ |
| Liberty Energy Inc Class A | Sell | $1M – $5M | Self | Mar 4, 2025 | filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $1M – $5M | Self | Mar 4, 2025 | filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $500K – $1M | Self | Mar 3, 2025 | filing ↗ |
| SPMD SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $500K – $1M | Self | Mar 3, 2025 | filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $500K – $1M | Self | Mar 3, 2025 | filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund Class P Shares | Buy | $250K – $500K | Self | Mar 3, 2025 | filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund Class P Shares | Buy | $250K – $500K | Self | Mar 3, 2025 | filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $1M – $5M | Self | Mar 3, 2025 | filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Feb 28, 2025 | 2d late filing ↗ |
| SPMD SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $100K – $250K | Self | Feb 28, 2025 | 2d late filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $100K – $250K | Self | Feb 28, 2025 | 2d late filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund Class P Shares | Buy | $50K – $100K | Self | Feb 28, 2025 | 2d late filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund Class P Shares | Buy | $50K – $100K | Self | Feb 28, 2025 | 2d late filing ↗ |
| NAT Nordic American Tankers Ltd. | Sell | $100K – $250K | Self | Feb 28, 2025 | 2d late filing ↗ |
| Liberty Energy Inc Class A | Sell | $500K – $1M | Self | Feb 28, 2025 | 2d late filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $500K – $1M | Self | Feb 28, 2025 | 2d late filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Feb 27, 2025 | 3d late filing ↗ |
| SPMD SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $100K – $250K | Self | Feb 27, 2025 | 3d late filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $100K – $250K | Self | Feb 27, 2025 | 3d late filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund Class P Shares | Buy | $50K – $100K | Self | Feb 27, 2025 | 3d late filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund Class P Shares | Buy | $50K – $100K | Self | Feb 27, 2025 | 3d late filing ↗ |
| VLO Valero Energy Corp. | Sell | $500K – $1M | Self | Feb 27, 2025 | 3d late filing ↗ |
| PAA Plains All American Pipeline L.P. Common Units representing Limited Partner Interests | Sell | $500K – $1M | Self | Feb 27, 2025 | 3d late filing ↗ |
| OVV Ovintiv Inc. (DE) | Sell | $500K – $1M | Self | Feb 27, 2025 | 3d late filing ↗ |
| NAT Nordic American Tankers Ltd. | Sell | $50K – $100K | Self | Feb 27, 2025 | 3d late filing ↗ |
| Inspirato Inc, 5000 shares | Sell | $15K – $50K | Self | Feb 27, 2025 | 3d late filing ↗ |
| FCX Freeport-McMoRan, Inc. | Sell | $1K – $15K | Self | Feb 27, 2025 | 3d late filing ↗ |
| Expand Energy Corp | Sell | $1M – $5M | Self | Feb 27, 2025 | 3d late filing ↗ |
| EQT EQT Corp. | Sell | $1K – $15K | Self | Feb 27, 2025 | 3d late filing ↗ |
| EPD Enterprise Products Partners L.P. Common Stock | Sell | $1M – $5M | Self | Feb 27, 2025 | 3d late filing ↗ |
| ET Energy Transfer LP Common Units | Sell | $1M – $5M | Self | Feb 27, 2025 | 3d late filing ↗ |
| EMX EMX Royalty Corporation Common Shares (Canada) | Sell | $250K – $500K | Self | Feb 27, 2025 | 3d late filing ↗ |
| CRGY Crescent Energy Company Class A Common Stock | Sell | $250K – $500K | Self | Feb 27, 2025 | 3d late filing ↗ |
| CRK Comstock Resources, Inc. | Sell | $250K – $500K | Self | Feb 27, 2025 | 3d late filing ↗ |
| CHRD Chord Energy Corporation Common Stock | Sell | $100K – $250K | Self | Feb 27, 2025 | 3d late filing ↗ |
| CVX Chevron Corp. | Sell | $500K – $1M | Self | Feb 27, 2025 | 3d late filing ↗ |
| OWL Blue Owl Capital Inc. Class A Common Stock | Sell | $1K – $15K | Self | Feb 27, 2025 | 3d late filing ↗ |
| Baytex Energy Corp | Sell | $250K – $500K | Self | Feb 27, 2025 | 3d late filing ↗ |
| Liberty Energy Inc Class A | Sell | $500K – $1M | Self | Feb 27, 2025 | 3d late filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $500K – $1M | Self | Feb 27, 2025 | 3d late filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Feb 26, 2025 | 4d late filing ↗ |
| SPMD SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $100K – $250K | Self | Feb 26, 2025 | 4d late filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $100K – $250K | Self | Feb 26, 2025 | 4d late filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund Class P Shares | Buy | $50K – $100K | Self | Feb 26, 2025 | 4d late filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund Class P Shares | Buy | $50K – $100K | Self | Feb 26, 2025 | 4d late filing ↗ |
| Liberty Energy Inc Class A | Sell | $500K – $1M | Self | Feb 26, 2025 | 4d late filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $500K – $1M | Self | Feb 26, 2025 | 4d late filing ↗ |
| DODFX Dodge & Cox International Stock Fund | Buy | $100K – $250K | Self | Feb 25, 2025 | 5d late filing ↗ |
| SPMD SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $100K – $250K | Self | Feb 25, 2025 | 5d late filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $100K – $250K | Self | Feb 25, 2025 | 5d late filing ↗ |
| GGLPX Goldman Sachs High Yield Municipal Fund Class P Shares | Buy | $50K – $100K | Self | Feb 25, 2025 | 5d late filing ↗ |
| GAJPX Goldman Sachs Dynamic Municipal Income Fund Class P Shares | Buy | $50K – $100K | Self | Feb 25, 2025 | 5d late filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $500K – $1M | Self | Feb 25, 2025 | 5d late filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $15K – $50K | Self | Feb 18, 2025 | 12d late filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $1K – $15K | Self | Feb 14, 2025 | 16d late filing ↗ |
| EMX EMX Royalty Corporation Common Shares (Canada) | Sell | $100K – $250K | Self | Feb 12, 2025 | 18d late filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $15K – $50K | Self | Feb 6, 2025 | 24d late filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $100K – $250K | Self | Feb 5, 2025 | 25d late filing ↗ |
| LBRT Liberty Energy Inc. | Sell | $250K – $500K | Self | Feb 4, 2025 | 26d late filing ↗ |
Asset holdings
Nominee 278 (01/14/2025) · filed Jan 14, 2025| Account or section | Positions | Est. value |
|---|---|---|
| Employment assets | 30 | $70.5M |
| Other assets | 218 | $32.4M |
| Spouse's assets | 2 | $8K |
All positions
250 positions| Asset | Account | Owner | Value | Income |
|---|---|---|---|---|
| Liberty Energy Inc | Employment assets | Self | Over $50M | Capital Gains Dividends · Over $5M |
| Liberty Energy (unvested restricted stock units and unvested performance stock units) | Employment assets | Self | $5M – $25M | — |
| Liberty Energy, anticipated bonus | Employment assets | Self | $1M – $5M | — |
| CAZ GP Ownership Class E | Other assets | — | $1M – $5M | $100K – $1M |
| Caz Dpi FC | Other assets | — | $1M – $5M | $100K – $1M |
| Energy Transfer LP Common Units ET oversight | Other assets | — | $1M – $5M | Dividends · $100K – $1M |
| Enterprise Products Partners L.P. Common Stock EPD oversight | Other assets | — | $1M – $5M | Dividends · $100K – $1M |
| US bank account (Aggregated Cash Accounts held in single financial institution) | Other assets | — | $1M – $5M | Interest · $15K – $50K |
| Westside Waterview LLC - owns commercial real estate in Denver, CO | Other assets | — | $1M – $5M | — |
| Covault - private oil and gas production | Employment assets | Self | $500K – $1M | — |
| REOFF IX (Esperanza) - holds commercial real estate, Mexico | Other assets | — | $500K – $1M | Dividends · $50K – $100K |
| GMT Exploration - private oil and gas exploration and production | Other assets | — | $500K – $1M | — |
| Wild Basin Energy - natural gas royalties in Haynesville Shale (East Texas and Louisiana) | Other assets | — | $500K – $1M | — |
| Chevron Corp. CVX oversight | Other assets | — | $500K – $1M | Dividends · $50K – $100K |
| EMX Royalty Corporation Common Shares (Canada) EMX | Other assets | — | $500K – $1M | — |
| Expand Energy Corp | Other assets | — | $500K – $1M | Dividends · $2.5K – $5K |
| Ovintiv Inc. (DE) OVV oversight | Other assets | — | $500K – $1M | Dividends · $15K – $50K |
| Residential Real Estate, Denver, CO | Other assets | — | $500K – $1M | Rent or Royalties · $5K – $15K |
| Hartford Intl Opp R6 Fund | Employment assets | Self | $250K – $500K | — |
| Oklo Inc. (unvested restricted stock units) | Employment assets | Self | $250K – $500K | — |
| CAZ Risk Mitigation | Other assets | — | $250K – $500K | $15K – $50K |
| REOFF XXII - real estate portfolio | Other assets | — | $250K – $500K | — |
| REOFF XXV - holds commercial real estate, San Francisco, CA | Other assets | — | $250K – $500K | — |
| Bison 3 - private oil and gas exploration and production | Other assets | — | $250K – $500K | — |
| Bonanza Kings Hedge Fund - mining company hedge fund | Other assets | — | $250K – $500K | — |
| Next Frontier Bozeman VC Fund | Other assets | — | $250K – $500K | — |
| U.S. bank account (cash) | Other assets | — | $250K – $500K | — |
| Koebel Real Estate - commercial real estate portfolio | Other assets | — | $250K – $500K | Rent or Royalties · $15K – $50K |
| Two Fifty Investors LLC - holds commercial and residential real estate, Denver, CO | Other assets | — | $250K – $500K | — |
| Baytex Energy Corp | Other assets | — | $250K – $500K | Dividends · $5K – $15K |
| Comstock Resources, Inc. CRK oversight | Other assets | — | $250K – $500K | Dividends · $2.5K – $5K |
| Crescent Energy Co. | Other assets | — | $250K – $500K | Dividends · $5K – $15K |
| Nordic American Tankers Ltd. NAT | Other assets | — | $250K – $500K | Dividends · $15K – $50K |
| Valero Energy Corp. VLO oversight | Other assets | — | $250K – $500K | Dividends · $15K – $50K |
| Plains All American Pipeline L.P. Common Units representing Limited Partner Interests PAA oversight | Other assets | — | $250K – $500K | Dividends · $50K – $100K |
| commercial and residential real estate in Big Sky, MT | Other assets | — | $250K – $500K | — |
| Vanguard Federal Money Market | Employment assets | Self | $100K – $250K | — |
| Vanguard Intermediate Term Bond Index Ad | Employment assets | Self | $100K – $250K | — |
| MFS Value R6 Fund | Employment assets | Self | $100K – $250K | — |
| Urban Solution Group - private oil and gas services company | Employment assets | Self | $100K – $250K | — |
| Chord Energy Corporation Common Stock CHRD oversight | Other assets | — | $100K – $250K | Dividends · $2.5K – $5K |
| Wayfare Tavern - San Francisco, CA restaurant | Other assets | — | $100K – $250K | — |
| commercial real estate in Big Sky, MT | Other assets | — | $100K – $250K | — |
| Vanguard Total Stock Market Index Inst | Employment assets | Self | $50K – $100K | — |
| Vanguard Sm Cap Val Idx Adm Fd | Employment assets | Self | $50K – $100K | — |
| Liberty Resources II - private oil and gas exploration and production | Other assets | — | $50K – $100K | Capital Gains · $1M – $5M |
| Bison Single DSU - private oil and gas exploration and production | Other assets | — | $50K – $100K | — |
| BioFire - private gun manufacturer investment | Other assets | — | $50K – $100K | — |
| Alphabet Inc. Cmn Class A | Other assets | — | $50K – $100K | — |
| First Citizens BancShares Inc. Class A Common Stock FCNCA | Other assets | — | $50K – $100K | Dividends · $201 – $1K |
| iShares MSCI EAFE International Index K | Employment assets | Self | $15K – $50K | — |
| Vanguard Consumer Staples Index | Employment assets | Self | $15K – $50K | — |
| Vanguard Utilities Index Admiral | Employment assets | Self | $15K – $50K | — |
| Illumix (augmented reality software company) | Other assets | — | $15K – $50K | — |
| Parity (AI software company) | Other assets | — | $15K – $50K | — |
| House Properties LLC - holds commercial real estate in Mill Valley, CA | Other assets | — | $15K – $50K | — |
| Inspirato Incorporated Class A Common Stock ISPO | Other assets | — | $15K – $50K | — |
| Great Bear Alaska - private oil and gas exploration and production | Other assets | — | $15K – $50K | — |
| Paycom Software Inc Cmn | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Deere & Co. DE | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| The Charles Schwab Corp. SCHW | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| IQVIA Holdings, Inc. IQV | Other assets | — | $15K – $50K | — |
| US bank (cash account) | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| Intercontinental Exchange, Inc. ICE | Other assets | — | $15K – $50K | — |
| CBRE Group, Inc. CBRE | Other assets | — | $15K – $50K | — |
| ConocoPhillips COP oversight | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Capital One Financial Corp. COF | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Willis Towers Watson Public Limited Company Ordinary Shares WTW | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Phillips 66 PSX oversight | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Lithia Motors, Inc. LAD | Other assets | — | $15K – $50K | — |
| Centene Corp. CNC | Other assets | — | $15K – $50K | — |
| Salesforce.com, inc. CRM | Other assets | — | $15K – $50K | — |
| Airbnb Inc. Class A Common Stock ABNB | Other assets | — | $15K – $50K | — |
| Warner Bros. Discovery Inc. Series A Common Stock WBD | Other assets | — | $15K – $50K | — |
| Fiserv, Inc. FISV | Other assets | — | $15K – $50K | — |
| Brunswick Corp. BC | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| The Bank of Nova Scotia note linked to S&P500 Index Cntngnt cpn w buffer structured note due 12/23/2026 | Other assets | — | $15K – $50K | — |
| Morgan Stanley Finance LLC note linked to S&P 500 index cntngnt cpn w buffer structured note due 6/10/2026 | Other assets | — | $15K – $50K | — |
| Citigroup Inc. note linked to S&P500 Index contngnt cpn w buffer structured note due 3/26/2025 | Other assets | — | $15K – $50K | — |
| Barclays Bank plc note linked to S&P 500 index cntngnt cpn w buffer structured note due 10/08/2025 | Other assets | — | $15K – $50K | — |
| Toronto Dominion Bank note linked to S&P 500 Index cntngnt cpn w buffer structured note due 4/16/2025 | Other assets | — | $15K – $50K | — |
| BNP Paribas note Linked to S&P 500 index cntngnt cpn w buffer structured note due 07/23/2025 | Other assets | — | $15K – $50K | — |
| JP Morgan Chase & Co note linked to S&P 500 index cntngnt cpn w buffer structured note due 05/13/2026 | Other assets | — | $15K – $50K | — |
| UBS AG note Linked to S&P 500 Index cntngnt cpn w buffer structured note due 1/14/2026 | Other assets | — | $15K – $50K | — |
| Microsoft Corp. MSFT | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Apple, Inc. AAPL | Other assets | — | $15K – $50K | — |
| EMX Royalty unvested stock options | Employment assets | Self | $1K – $15K | — |
| UC Savings Fund | Spouse's assets | Spouse | $1K – $15K | — |
| Blue Owl Capital Inc. Class A Common Stock OWL | Other assets | — | $1K – $15K | — |
| EQT Corp. EQT | Other assets | — | $1K – $15K | — |
| Freeport-McMoRan, Inc. FCX oversight | Other assets | — | $1K – $15K | — |
| House Properties LLC (cash only) | Other assets | — | $1K – $15K | — |
| Charter Communications, Inc. CHTR | Other assets | — | $1K – $15K | — |
| Liberty Broadband Corp. Cmn Class C | Other assets | — | $1K – $15K | — |
| American International Group, Inc. AIG | Other assets | — | $1K – $15K | Dividends · $201 – $1K |
| Elevance Health Inc. Common Stock ELV | Other assets | — | $1K – $15K | — |
| Walmart, Inc. WMT | Other assets | — | $1K – $15K | — |
| JPMorgan Chase & Co. JPM | Other assets | — | $1K – $15K | Capital Gains · $201 – $1K |
| Oracle Corp. ORCL | Other assets | — | $1K – $15K | Capital Gains · $201 – $1K |
| Marvell Technology Group Ltd. MRVL | Other assets | — | $1K – $15K | — |
| Accenture Plc ACN | Other assets | — | $1K – $15K | — |
| The Coca-Cola Co. KO | Other assets | — | $1K – $15K | Dividends · $201 – $1K |
| Honeywell International, Inc. HON | Other assets | — | $1K – $15K | — |
| Eli Lilly & Co. LLY | Other assets | — | $1K – $15K | Capital Gains · $1K – $2.5K |
| Blackstone Inc. Common Stock BX | Other assets | — | $1K – $15K | — |
| Visa, Inc. V | Other assets | — | $1K – $15K | — |
| Lowes Companies Inc Cmn | Other assets | — | $1K – $15K | — |
| Cisco Systems, Inc. CSCO | Other assets | — | $1K – $15K | Dividends · $201 – $1K |
| AT&T Inc., Cmn | Other assets | — | $1K – $15K | Dividends · $201 – $1K |
| Abbott Laboratories ABT | Other assets | — | $1K – $15K | — |
| Republic Services, Inc. RSG | Other assets | — | $1K – $15K | — |
| United Healthgroup Incorporated | Other assets | — | $1K – $15K | — |
| Kenvue Inc. Cmn | Other assets | — | $1K – $15K | Dividends · $201 – $1K |
| Wells Fargo & Company Cmn | Other assets | — | $1K – $15K | — |
| Amgen Inc. AMGN | Other assets | — | $1K – $15K | — |
| Illinois Tool Works, Inc. ITW | Other assets | — | $1K – $15K | — |
| Danaher Corp. DHR | Other assets | — | $1K – $15K | — |
| Hilton Worldwide Holdings, Inc. HLT | Other assets | — | $1K – $15K | — |
| Allstate Corporation Common Stock | Other assets | — | $1K – $15K | Capital Gains · $201 – $1K |
| Merck & Co., Inc. MRK | Other assets | — | $1K – $15K | — |
| Morgan Stanley Common Stock | Other assets | — | $1K – $15K | — |
| AbbVie, Inc. ABBV | Other assets | — | $1K – $15K | — |
| The Progressive Corporation Cmn | Other assets | — | $1K – $15K | — |
| Ameren Corp. AEE oversight | Other assets | — | $1K – $15K | — |
| Xcel Energy, Inc. XEL oversight | Other assets | — | $1K – $15K | — |
| CMS Energy Corp. CMS oversight | Other assets | — | $1K – $15K | — |
| KLA Corp. KLAC | Other assets | — | $1K – $15K | — |
| EOG Resources, Inc. EOG oversight | Other assets | — | $1K – $15K | — |
| Ventas, Inc. VTR | Other assets | — | $1K – $15K | — |
| AstraZeneca PLC Spons Adr Cmn | Other assets | — | $1K – $15K | — |
| Linde Plc LIN oversight | Other assets | — | $1K – $15K | — |
| Eaton Corp. Plc ETN | Other assets | — | $1K – $15K | Capital Gains · $201 – $1K |
| Texas Instruments Incorporated TXN | Other assets | — | $1K – $15K | Dividends · $201 – $1K |
| Alphabet, Inc. GOOG | Other assets | — | $1K – $15K | — |
| ConocoPhillips COP oversight | Other assets | — | $1K – $15K | — |
| Accretion (SPAC, never merged) | Employment assets | Self | Under $1K | — |
| CVS Health Corp. CVS | Other assets | — | Under $1K | Capital Gains · $1K – $2.5K |
| McDonald's Corp. MCD | Other assets | — | Under $1K | Capital Gains · $1K – $2.5K |
| Verizon Communications, Inc. VZ | Other assets | — | Under $1K | Capital Gains · $201 – $1K |
| Ross Stores, Inc. ROST | Other assets | — | Under $1K | Capital Gains · $201 – $1K |
| Caterpillar, Inc. CAT | Other assets | — | Under $1K | Capital Gains · $2.5K – $5K |
| Dell Technologies, Inc. DELL | Other assets | — | Under $1K | Capital Gains · $5K – $15K |
| ARC Resources AETUF | Other assets | — | Under $1K | Capital Gains Dividends · $100K – $1M |
| B. Riley Financial, Inc. RILY | Other assets | — | Under $1K | Dividends · $15K – $50K |
| Strive Energy DRLL | Other assets | — | Under $1K | Capital Gains Dividends · $15K – $50K |
| APA Corporation | Other assets | — | Under $1K | Dividends · $5K – $15K |
| Liberty Energy | Employment assets | Self | — | Salary/Bonus · $2.1M |
| Liberty Resources 401K | Employment assets | Self | — | — |
| Liberty Energy 401K | Employment assets | Self | — | — |
| Oklo Inc., | Employment assets | Self | — | — |
| Oklo Inc. | Employment assets | Self | — | Director Fees · $45.2K |
| EMX Royalty | Employment assets | Self | — | — |
| EMX Royalty | Employment assets | Self | — | Director Fees · $24.2K |
| EMX Royalty Corporation stock options (value not readily ascertainable) 100,000 vested shares, strike $1.72, vest 6/2024, expire 6/2029 | Employment assets | Self | — | — |
| Federal Reserve Bank of Kansas City | Employment assets | Self | — | Director Fees · $1.6K |
| CL Urban LLC | Employment assets | Self | — | — |
| Urban Solution Group | Employment assets | Self | — | Director Fees · $112K |
| CL CoVault LLC | Employment assets | Self | — | — |
| CL Accretion LLC (SPAC - no longer held) | Employment assets | Self | — | — |
| University of California Defined Contribution Plan | Spouse's assets | Spouse | — | — |
| commercial real estate, Allen, TX | Other assets | — | — | — |
| commercial real estate, Allen, TX | Other assets | — | — | — |
| commercial real estate, El Paso, TX | Other assets | — | — | — |
| commercial real estate, Fayetteville, NC | Other assets | — | — | — |
| commercial real estate, Montgomery, AL | Other assets | — | — | — |
| commercial real estate, Montgomery, AL | Other assets | — | — | — |
| commercial real estate, Henrico, VA | Other assets | — | — | — |
| commercial real estate, Rogers, AR | Other assets | — | — | — |
| commercial real estate, Albany, GA | Other assets | — | — | — |
| commercial real estate, Beaumont, TX | Other assets | — | — | — |
| commercial real estate, Fort Worth, TX | Other assets | — | — | — |
| commercial real estate, Jackson, TN | Other assets | — | — | — |
| commercial real estate, Johnson City, TN | Other assets | — | — | — |
| commercial real estate, Lakeland, FL | Other assets | — | — | — |
| commercial real estate, Phoenix, AZ | Other assets | — | — | — |
| commercial real estate, Greenville, SC | Other assets | — | — | — |
| commercial real estate, Schaumburg, IL | Other assets | — | — | — |
| commercial real estate, Vancouver, WA | Other assets | — | — | — |
| commercial real estate, Andover, MA | Other assets | — | — | — |
| commercial real estate, Irving, TX | Other assets | — | — | — |
| Talga Group Ltd (TLC AU) | Other assets | — | — | — |
| Sarytogan Graphite Ltd (SGA AU) | Other assets | — | — | — |
| Bonterra Resources Inc. (BTR CN) | Other assets | — | — | — |
| EMX Royalty Corp (EMX US) | Other assets | — | — | — |
| Terra Balcanica Resources Corp (TERA CN) | Other assets | — | — | — |
| Kootenay Silver Inc. (KOOYF US) | Other assets | — | — | — |
| Federal Hydor-generating Company Rushydro Pao (HYDR LI) | Other assets | — | — | — |
| abrdn Palladium ETF Trust | Other assets | — | — | — |
| Denison Mines Corp (DNN US) | Other assets | — | — | — |
| United States Mine and Minerals Inc (USLM US) | Other assets | — | — | — |
| itafos Inc (IFOS CN) | Other assets | — | — | — |
| Deutsche Rohstoff AG (DR0 GY) | Other assets | — | — | — |
| Bonterra Energy Corp | Other assets | — | — | — |
| SilverCrest Metals Inc (SILV US) | Other assets | — | — | — |
| First Mining Gold Corp (FF CN) | Other assets | — | — | — |
| First Nordic Metals Corp (FNM CN) | Other assets | — | — | — |
| K92 Mining Inc | Other assets | — | — | — |
| World Copper Ltd (WCU CN) | Other assets | — | — | — |
| Maple Gold Mines Ltd ((MGM CN) | Other assets | — | — | — |
| Fury Gold Mines (FURY CN) | Other assets | — | — | — |
| Bonterra Resources Inc. (BTR CN) | Other assets | — | — | — |
| Spartan Delta Corp (SDE CN) | Other assets | — | — | — |
| Aurania Resrouces Ltd (ARU CN) | Other assets | — | — | — |
| Talisker Resources Ltd (TSK CN) | Other assets | — | — | — |
| Calidus Resources Ltd (CAI AU) | Other assets | — | — | — |
| Namibia Critical Metals Inc. (NMI CN) | Other assets | — | — | — |
| Osisko Development Corp (ODV CN) | Other assets | — | — | — |
| Solgold Plc (SOLG LN) | Other assets | — | — | — |
| Talon Metals Corp (TLO CN) | Other assets | — | — | — |
| Hyterra Ltd (HYT AU) | Other assets | — | — | — |
| Lion Copper and Gold Corp (LEO CN) | Other assets | — | — | — |
| Smart Sand Inc (SND US) | Other assets | — | — | — |
| GFG Resources Inc (GFG CN) | Other assets | — | — | — |
| NextGen Energy Ltd (NXE US) | Other assets | — | — | — |
| Mega Uranium Ltd. ((MGA CN) | Other assets | — | — | — |
| Adriatic Metals Plc. (ADT AU) | Other assets | — | — | — |
| AbraSilver Resources Corp (ABRA CN) - ` | Other assets | — | — | — |
| Orla Mining Ltd (ORLA US) | Other assets | — | — | — |
| Largo Inc (LGO US) | Other assets | — | — | — |
| Perpetua Resources Corp (PPTA US) | Other assets | — | — | — |
| New Found Gold Corp (NFG CN) | Other assets | — | — | — |
| Earth Labs Inc. (SPOT CN) | Other assets | — | — | — |
| Verde Agritech PLC (NPK CN) | Other assets | — | — | — |
| South Pacific Metals Corp (SPMC CN) | Other assets | — | — | — |
| Palisades Goldcorp Ltd. (PALI CN) | Other assets | — | — | — |
| Verde Resources Inc (VRDR US) | Other assets | — | — | — |
| Anglo American Platinum Limited ANGPY | Other assets | — | — | — |
| Silver47 Exploration Corp (AGA CN) | Other assets | — | — | — |
| Cascadia Minerals Ltd (CAM CN) | Other assets | — | — | — |
| Amplify ETF Trust Amplify Junior Silver Miners (SILJ) 01/17/2025 CALL 10 (SILJ 250117C000) | Other assets | — | — | — |
| South Pacific Metals Corp (SPMC CN_WTS) | Other assets | — | — | — |
| Ridgeline Minerals Corp (RDG CN_WTS1) | Other assets | — | — | — |
| 228 Labs, Inc. (AI software company) | Other assets | — | — | — |
| CTXOS, Inc. (cloud computing) | Other assets | — | — | — |
| Dreadnode, Inc. (computer and network security) | Other assets | — | — | — |
| Get Whys Inc. (AI software) | Other assets | — | — | — |
| Hoonify Technologies, Inc. (computer services) | Other assets | — | — | — |
| Paramify, Inc. (security and compliance software company) | Other assets | — | — | — |
| Poly API Corporation (AI middleware company) | Other assets | — | — | — |
| RetireGO, Inc. (automated retirement benefits provider) | Other assets | — | — | — |
| Reveal Technology, Inc. (technology co/3D modeling) | Other assets | — | — | — |
| SquarePeg, Inc. (AI recruiting platform) | Other assets | — | — | — |
| VirtualZ Computing Corporation (mainframe software) | Other assets | — | — | — |
| Sugar Free Capital VC Fund | Other assets | — | — | — |
| commercial real estate, Centennial, CO | Other assets | — | — | — |
| commercial real estate, Dallas, TX | Other assets | — | — | — |
| GS Sep Mgmt Account | Other assets | — | — | — |
| GS Account 1 | Other assets | — | — | — |
| GS Account 2 | Other assets | — | — | — |
| CrossHarbor Capital Partners | Other assets | — | — | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.