CA
Christopher A WrightExec
Level I Department of Energy · 2025-02 → 2026-01
- Chamber
- Executive branch
- Agency
- Department of Energy
- Party
- —
- State
- —
- Trades
- 301 (235 buys · 66 sells)
- Estimated volume
- $175.4M
- Late filings
- 100% (4 of 301)
- Median filing lag
- 106 days
- Outperformance rank
- #76 of 142 ranked
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $26.3M
- from $23.0M cost
- Estimated gain
- +$3.4M
- Up 15%
- Versus the S&P 500
- -$4.6M
- SPY would hold $30.9M
- Positions
- 7
- from 88 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | SWVXXSchwab Value Advantage Money Fund InvestorClass Shares | 2025-03-20 | $9.0M | $9.0M | +0% | 34% |
| 2 | SPYSPDR S&P 500 ETF Trust | 2025-02-25 | $3.1M | $4.1M | +34% | 15% |
| 3 | DODFXDodge & Cox International Stock Fund | 2025-02-25 | $3.1M | $4.0M | +30% | 15% |
| 4 | SPMDSPDR Portfolio S&P 400 Mid Cap ETF | 2025-02-25 | $2.7M | $3.3M | +22% | 12% |
| 5 | GSGGLPX (Goldman Sachs High Yield MunicipalFund) | 2025-03-17 | $1.6M | $2.7M | +69% | 10% |
| 6 | GAJPXGoldman Sachs Dynamic Municipal Income FundClass P Shares | 2025-02-25 | $1.8M | $1.7M | -6% | 6% |
| 7 | GGLPXGoldman Sachs High Yield Municipal Fund Class PShares | 2025-02-25 | $1.8M | $1.6M | -9% | 6% |
Trades that mattered most
58% of their result against the S&P 500 comes from 3 SWVXX buys.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | SWVXX | Schwab Value Advantage Money Fund InvestorClass Shares | 2025-03-21 | 1.5y | $1.0M-5M | +0% | -36% | |
| 2 | SWVXX | Schwab Value Advantage Money Fund InvestorClass Shares | 2025-03-20 | 1.5y | $1.0M-5M | +0% | -36% | |
| 3 | SWVXX | Schwab Value Advantage Money Fund InvestorClass Shares | 2025-03-24 | 1.5y | $1.0M-5M | +0% | -34% | |
| 4 | GGLPX | Goldman Sachs High Yield Municipal Fund Class PShares | 2025-03-03 | 1.6y | $250K-500K | -9% | -41% | |
| 5 | GAJPX | Goldman Sachs Dynamic Municipal Income FundClass P Shares | 2025-03-03 | 1.6y | $250K-500K | -6% | -38% | |
| 6 | SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 2025-03-03 | 1.6y | $500K-1M | +21% | -11% | |
| 7 | GGLPX | Goldman Sachs High Yield Municipal Fund Class PShares | 2025-03-12 | 1.6y | $100K-250K | -8% | -46% | |
| 8 | GGLPX | Goldman Sachs High Yield Municipal Fund Class PShares | 2025-03-06 | 1.6y | $100K-250K | -9% | -43% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
| # | Stock | Trades | Buys / sells | Beat S&P 500 | Stock return | S&P 500 |
|---|---|---|---|---|---|---|
| 1 | SWVXX | 3 | 3/0 | 0 of 3 | +0% | +36% |
| 2 | GGLPX | 13 | 13/0 | 0 of 13 | -9% | +33% |
| 3 | GAJPX | 13 | 13/0 | 0 of 13 | -6% | +33% |
| 4 | GS | 22 | 22/0 | 22 of 22 | +69% | +40% |
| 5 | SPMD | 11 | 11/0 | 0 of 11 | +22% | +33% |
| 6 | DODFX | 13 | 13/0 | 3 of 13 | +30% | +34% |
| 7 | LBRT | 24 | 0/24 | — | — | — |
| 8 | SPY | 13 | 13/0 | 0 of 13 | +34% | +34% |
| 9 | NAT | 2 | 0/2 | — | — | — |
| 10 | BTE | 1 | 0/1 | — | — | — |
| 11 | OWL | 1 | 0/1 | — | — | — |
| 12 | CVX | 1 | 0/1 | — | — | — |
| 13 | CHRD | 1 | 0/1 | — | — | — |
| 14 | CRK | 1 | 0/1 | — | — | — |
| 15 | CRGY | 1 | 0/1 | — | — | — |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
All trades
301 of 301
CA
Christopher A Wright
Level I Department of Energy
Buy$250K-500K
—GS Three, LLC See Endnote
CA
Christopher A Wright
Level I Department of Energy
Buy$250K-500K
—Westside Link LLC See Endnote
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—REOFF XXV, LLC See Endnote
—REOFF XXVII, LLC See Endnote
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Small Cap ETF
—Schwab US Small Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab US Large Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Large Cap ETF
—Charles Schwab US Reit ETF
—Schwab Fund International ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Municipal Bond Fund
—Schwab US TIPS ETF
—Schwab International Equity ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$1K-15K
+26.8% vs SPY
GSGAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
CA
Christopher A Wright
Level I Department of Energy
Buy$1K-15K
+26.8% vs SPY
GSGGLPX (Goldman Sachs High Yield MunicipalFund)
—Schwab Fund US Small Cap ETF
—Schwab US Small Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab US Large Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Large Cap ETF
—Charles Schwab US Reit ETF
—Schwab Fund International ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Municipal Bond Fund
—Schwab US TIPS ETF
—Schwab International Equity ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+27.6% vs SPY
GSGAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+27.6% vs SPY
GSGGLPX (Goldman Sachs High Yield MunicipalFund)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPY (S&P 500 SPDR ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPMD (S&P 400 Mid-Cap ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—DODFX (Dodge & Cox International Stock Fund)
CA
Christopher A Wright
Level I Department of Energy
Buy$250K-500K
—Schwab Fund US Small Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab US Small Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$250K-500K
—Schwab US Large Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Large Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Charles Schwab US Reit ETF
—Schwab Fund International ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Municipal Bond Fund
—Schwab US TIPS ETF
—Schwab International Equity ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Small Cap ETF
—Schwab US Small Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab US Large Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Large Cap ETF
—Charles Schwab US Reit ETF
—Schwab Fund International ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Vanguard Muni Bond ETF
—Schwab US TIPS ETF
—Schwab International Equity ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Small Cap ETF
—Schwab US Small Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab US Large Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Large Cap ETF
—Charles Schwab US Reit ETF
—Schwab Fund International ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Vanguard Muni Bond ETF
—Schwab US TIPS ETF
—Schwab International Equity ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Small Cap ETF
—Schwab US Small Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab US Large Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Large Cap ETF
—Charles Schwab US Reit ETF
—Schwab Fund International ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Vanguard Muni Bond ETF
—Schwab US TIPS ETF
—Schwab International Equity ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+34.5% vs SPY
GSGAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+34.5% vs SPY
GSGGLPX (Goldman Sachs High Yield MunicipalFund)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPY (S&P 500 SPDR ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPMD (S&P 400 Mid-Cap ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—DODFX (Dodge & Cox International Stock Fund)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Small Cap ETF
—Schwab US Small Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab US Large Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Large Cap ETF
—Charles Schwab US Reit ETF
—Schwab Fund International ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Vanguard Muni Bond ETF
—Schwab US TIPS ETF
—Schwab International Equity ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+36.3% vs SPY
GSGAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+36.3% vs SPY
GSGGLPX (Goldman Sachs High Yield MunicipalFund)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPY (S&P 500 SPDR ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPMD (S&P 400 Mid-Cap ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—DODFX (Dodge & Cox International Stock Fund)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Small Cap ETF
—Schwab US Small Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab US Large Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Large Cap ETF
—Charles Schwab US Reit ETF
—Schwab Fund International ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Vanguard Muni Bond ETF
—Schwab US TIPS ETF
—Schwab International Equity ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Small Cap ETF
—Schwab US Small Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab US Large Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Large Cap ETF
—Charles Schwab US Reit ETF
—Schwab Fund International ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Vanguard Muni Bond ETF
—Schwab US TIPS ETF
—Schwab International Equity ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Small Cap ETF
—Schwab US Small Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab US Large Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund US Large Cap ETF
—Charles Schwab US Reit ETF
—Schwab Fund International ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Vanguard Muni Bond ETF
—Schwab US TIPS ETF
—Schwab International Equity ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$250K-500K
—Schwab Fund US Small Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab US Small Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$250K-500K
—Schwab US Large Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$250K-500K
—Schwab Fund US Large Cap ETF
—Charles Schwab US Reit ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab Fund International ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$250K-500K
—Vanguard Muni Bond ETF
—Schwab US TIPS ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—Schwab International Equity ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+39.4% vs SPY
GSGAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+39.4% vs SPY
GSGGLPX (Goldman Sachs High Yield MunicipalFund)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPY (S&P 500 SPDR ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPMD (S&P 400 Mid-Cap ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—DODFX (Dodge & Cox International Stock Fund)
—Westside LC LLC
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
+23.9% vs SPY
GSGAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+23.9% vs SPY
GSGGLPX (Goldman Sachs High Yield MunicipalFund)
CA
Christopher A Wright
Level I Department of Energy
Buy$250K-500K
—SPY (S&P 500 SPDR ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$250K-500K
—SPMD (S&P 400 Mid-Cap ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—DODFX (Dodge & Cox International Stock Fund)
CA
Christopher A Wright
Level I Department of Energy
Buy$1.0M-5M
-34.1% vs SPY
SWVXXSchwab Value Advantage Money Fund InvestorClass Shares
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+23.2% vs SPY
GSGAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+23.2% vs SPY
GSGGLPX (Goldman Sachs High Yield MunicipalFund)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPY (S&P 500 SPDR ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPMD (S&P 400 Mid-Cap ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—DODFX (Dodge & Cox International Stock Fund)
CA
Christopher A Wright
Level I Department of Energy
Sell$500K-1M
-4.5% vs SPY
LBRTLiberty Energy Inc.
—Liberty Energy Inc Class A
CA
Christopher A Wright
Level I Department of Energy
Buy$1.0M-5M
-36.5% vs SPY
SWVXXSchwab Value Advantage Money Fund InvestorClass Shares
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+24.3% vs SPY
GSGAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+24.3% vs SPY
GSGGLPX (Goldman Sachs High Yield MunicipalFund)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPY (S&P 500 SPDR ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPMD (S&P 400 Mid-Cap ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—DODFX (Dodge & Cox International Stock Fund)
CA
Christopher A Wright
Level I Department of Energy
Sell$500K-1M
-3.6% vs SPY
LBRTLiberty Energy Inc.
—Liberty Energy Inc Class A
CA
Christopher A Wright
Level I Department of Energy
Buy$1.0M-5M
-36.1% vs SPY
SWVXXSchwab Value Advantage Money Fund InvestorClass Shares
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+26.2% vs SPY
GSGAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+26.2% vs SPY
GSGGLPX (Goldman Sachs High Yield MunicipalFund)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPY (S&P 500 SPDR ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPMD (S&P 400 Mid-Cap ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—DODFX (Dodge & Cox International Stock Fund)
CA
Christopher A Wright
Level I Department of Energy
Sell$500K-1M
-4.3% vs SPY
LBRTLiberty Energy Inc.
—Liberty Energy Inc Class A
—Schwab Value Advantage Money Fund
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+26.4% vs SPY
GSGAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+26.4% vs SPY
GSGGLPX (Goldman Sachs High Yield MunicipalFund)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPY (S&P 500 SPDR ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPMD (S&P 400 Mid-Cap ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—DODFX (Dodge & Cox International Stock Fund)
CA
Christopher A Wright
Level I Department of Energy
Sell$500K-1M
-5.1% vs SPY
LBRTLiberty Energy Inc.
—Liberty Energy Inc Class A
—Schwab Value Advantage Money Fund
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+28.0% vs SPY
GSGAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
+28.0% vs SPY
GSGGLPX (Goldman Sachs High Yield MunicipalFund)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPY (S&P 500 SPDR ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPMD (S&P 400 Mid-Cap ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—DODFX (Dodge & Cox International Stock Fund)
CA
Christopher A Wright
Level I Department of Energy
Sell$500K-1M
-3.0% vs SPY
LBRTLiberty Energy Inc.
—Liberty Energy Inc Class A
—CL Covault LLC
CA
Christopher A Wright
Level I Department of Energy
Sell$100K-250K
—CL Urban LLC
—Bison Hawksbill LLC
CA
Christopher A Wright
Level I Department of Energy
Sell$100K-250K
—Sugar Free Capital
CA
Christopher A Wright
Level I Department of Energy
Sell$250K-500K
—Next Frontier Fund IV LP
CA
Christopher A Wright
Level I Department of Energy
Sell$250K-500K
—Bison IV Friends and Family LLC
—Liberty Energy Inc Class A
—Schwab Value Advantage Money Fund
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
-41.5% vs SPY
GAJPXGoldman Sachs Dynamic Municipal Income FundClass P Shares
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
-44.8% vs SPY
GGLPXGoldman Sachs High Yield Municipal Fund Class PShares
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
+0.0% vs SPY
SPYSPDR S&P 500 ETF Trust
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
-11.7% vs SPY
SPMDSPDR Portfolio S&P 400 Mid Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
-8.6% vs SPY
DODFXDodge & Cox International Stock Fund
CA
Christopher A Wright
Level I Department of Energy
Sell$500K-1M
-3.9% vs SPY
LBRTLiberty Energy Inc.
—Liberty Energy Inc Class A
—Schwab Value Advantage Money Fund
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
-44.4% vs SPY
GAJPXGoldman Sachs Dynamic Municipal Income FundClass P Shares
CA
Christopher A Wright
Level I Department of Energy
Buy$50K-100K
-47.7% vs SPY
GGLPXGoldman Sachs High Yield Municipal Fund Class PShares
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
+0.0% vs SPY
SPYSPDR S&P 500 ETF Trust
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
—SPMD (S&P 400 Mid-Cap ETF)
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
-9.1% vs SPY
DODFXDodge & Cox International Stock Fund
CA
Christopher A Wright
Level I Department of Energy
Sell$500K-1M
-2.9% vs SPY
LBRTLiberty Energy Inc.
—Liberty Energy Inc Class A
—Schwab Value Advantage Money Fund
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
-42.6% vs SPY
GAJPXGoldman Sachs Dynamic Municipal Income FundClass P Shares
CA
Christopher A Wright
Level I Department of Energy
Buy$100K-250K
-46.0% vs SPY
GGLPXGoldman Sachs High Yield Municipal Fund Class PShares
CA
Christopher A Wright
Level I Department of Energy
Buy$250K-500K
+0.0% vs SPY
SPYSPDR S&P 500 ETF Trust
CA
Christopher A Wright
Level I Department of Energy
Buy$250K-500K
-11.7% vs SPY
SPMDSPDR Portfolio S&P 400 Mid Cap ETF
CA
Christopher A Wright
Level I Department of Energy
Buy$250K-500K
-8.0% vs SPY
DODFXDodge & Cox International Stock Fund
| Asset | Source | ||||||||
|---|---|---|---|---|---|---|---|---|---|
CA Christopher A Wright Level I Department of Energy | — | GS Three, LLC See Endnote | Buy | $250K-500K | 2026-01-02 | 2026-04-01 | 89d | — | |
CA Christopher A Wright Level I Department of Energy | — | Westside Link LLC See Endnote | Buy | $250K-500K | 2025-12-01 | 2026-04-01 | 121d | — | |
CA Christopher A Wright Level I Department of Energy | — | REOFF XXV, LLC See Endnote | Buy | $100K-250K | 2025-06-05 | 2025-09-19 | 106d | — | |
CA Christopher A Wright Level I Department of Energy | — | REOFF XXVII, LLC See Endnote | Buy | $1.0M-5M | 2025-05-30 | 2025-09-19 | 112d | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Small Cap ETF | Buy | $100K-250K | 2025-04-24 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Small Cap ETF | Buy | $50K-100K | 2025-04-24 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Large Cap ETF | Buy | $100K-250K | 2025-04-24 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Large Cap ETF | Buy | $100K-250K | 2025-04-24 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Charles Schwab US Reit ETF | Buy | $50K-100K | 2025-04-24 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund International ETF | Buy | $50K-100K | 2025-04-24 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Municipal Bond Fund | Buy | $100K-250K | 2025-04-24 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US TIPS ETF | Buy | $15K-50K | 2025-04-24 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab International Equity ETF | Buy | $50K-100K | 2025-04-24 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund) | Buy | $1K-15K | 2025-04-23 | 2025-07-15 | — | +26.8% | ||
CA Christopher A Wright Level I Department of Energy | GGLPX (Goldman Sachs High Yield MunicipalFund) | Buy | $1K-15K | 2025-04-23 | 2025-07-15 | — | +26.8% | ||
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Small Cap ETF | Buy | $50K-100K | 2025-04-23 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Small Cap ETF | Buy | $50K-100K | 2025-04-23 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Large Cap ETF | Buy | $100K-250K | 2025-04-23 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Large Cap ETF | Buy | $100K-250K | 2025-04-23 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Charles Schwab US Reit ETF | Buy | $50K-100K | 2025-04-23 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund International ETF | Buy | $50K-100K | 2025-04-23 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Municipal Bond Fund | Buy | $100K-250K | 2025-04-23 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US TIPS ETF | Buy | $15K-50K | 2025-04-23 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab International Equity ETF | Buy | $50K-100K | 2025-04-23 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund) | Buy | $50K-100K | 2025-04-22 | 2025-07-15 | — | +27.6% | ||
CA Christopher A Wright Level I Department of Energy | GGLPX (Goldman Sachs High Yield MunicipalFund) | Buy | $50K-100K | 2025-04-22 | 2025-07-15 | — | +27.6% | ||
CA Christopher A Wright Level I Department of Energy | — | SPY (S&P 500 SPDR ETF) | Buy | $100K-250K | 2025-04-22 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | SPMD (S&P 400 Mid-Cap ETF) | Buy | $100K-250K | 2025-04-22 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | DODFX (Dodge & Cox International Stock Fund) | Buy | $100K-250K | 2025-04-22 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Small Cap ETF | Buy | $250K-500K | 2025-04-22 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Small Cap ETF | Buy | $100K-250K | 2025-04-22 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Large Cap ETF | Buy | $250K-500K | 2025-04-22 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Large Cap ETF | Buy | $100K-250K | 2025-04-22 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Charles Schwab US Reit ETF | Buy | $100K-250K | 2025-04-22 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund International ETF | Buy | $50K-100K | 2025-04-22 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Municipal Bond Fund | Buy | $100K-250K | 2025-04-22 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US TIPS ETF | Buy | $15K-50K | 2025-04-22 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab International Equity ETF | Buy | $50K-100K | 2025-04-22 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Small Cap ETF | Buy | $100K-250K | 2025-04-21 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Small Cap ETF | Buy | $50K-100K | 2025-04-21 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Large Cap ETF | Buy | $100K-250K | 2025-04-21 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Large Cap ETF | Buy | $100K-250K | 2025-04-21 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Charles Schwab US Reit ETF | Buy | $15K-50K | 2025-04-21 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund International ETF | Buy | $50K-100K | 2025-04-21 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Vanguard Muni Bond ETF | Buy | $100K-250K | 2025-04-21 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US TIPS ETF | Buy | $15K-50K | 2025-04-21 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab International Equity ETF | Buy | $50K-100K | 2025-04-21 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Small Cap ETF | Buy | $100K-250K | 2025-04-17 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Small Cap ETF | Buy | $50K-100K | 2025-04-17 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Large Cap ETF | Buy | $100K-250K | 2025-04-17 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Large Cap ETF | Buy | $100K-250K | 2025-04-17 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Charles Schwab US Reit ETF | Buy | $15K-50K | 2025-04-17 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund International ETF | Buy | $50K-100K | 2025-04-17 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Vanguard Muni Bond ETF | Buy | $100K-250K | 2025-04-17 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US TIPS ETF | Buy | $15K-50K | 2025-04-17 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab International Equity ETF | Buy | $50K-100K | 2025-04-17 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Small Cap ETF | Buy | $100K-250K | 2025-04-16 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Small Cap ETF | Buy | $50K-100K | 2025-04-16 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Large Cap ETF | Buy | $100K-250K | 2025-04-16 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Large Cap ETF | Buy | $100K-250K | 2025-04-16 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Charles Schwab US Reit ETF | Buy | $15K-50K | 2025-04-16 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund International ETF | Buy | $50K-100K | 2025-04-16 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Vanguard Muni Bond ETF | Buy | $100K-250K | 2025-04-16 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US TIPS ETF | Buy | $15K-50K | 2025-04-16 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab International Equity ETF | Buy | $50K-100K | 2025-04-16 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund) | Buy | $50K-100K | 2025-04-15 | 2025-07-15 | — | +34.5% | ||
CA Christopher A Wright Level I Department of Energy | GGLPX (Goldman Sachs High Yield MunicipalFund) | Buy | $50K-100K | 2025-04-15 | 2025-07-15 | — | +34.5% | ||
CA Christopher A Wright Level I Department of Energy | — | SPY (S&P 500 SPDR ETF) | Buy | $100K-250K | 2025-04-15 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | SPMD (S&P 400 Mid-Cap ETF) | Buy | $100K-250K | 2025-04-15 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | DODFX (Dodge & Cox International Stock Fund) | Buy | $100K-250K | 2025-04-15 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Small Cap ETF | Buy | $100K-250K | 2025-04-15 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Small Cap ETF | Buy | $50K-100K | 2025-04-15 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Large Cap ETF | Buy | $100K-250K | 2025-04-15 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Large Cap ETF | Buy | $100K-250K | 2025-04-15 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Charles Schwab US Reit ETF | Buy | $15K-50K | 2025-04-15 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund International ETF | Buy | $50K-100K | 2025-04-15 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Vanguard Muni Bond ETF | Buy | $100K-250K | 2025-04-15 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US TIPS ETF | Buy | $15K-50K | 2025-04-15 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab International Equity ETF | Buy | $50K-100K | 2025-04-15 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund) | Buy | $50K-100K | 2025-04-14 | 2025-07-15 | — | +36.3% | ||
CA Christopher A Wright Level I Department of Energy | GGLPX (Goldman Sachs High Yield MunicipalFund) | Buy | $50K-100K | 2025-04-14 | 2025-07-15 | — | +36.3% | ||
CA Christopher A Wright Level I Department of Energy | — | SPY (S&P 500 SPDR ETF) | Buy | $100K-250K | 2025-04-14 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | SPMD (S&P 400 Mid-Cap ETF) | Buy | $100K-250K | 2025-04-14 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | DODFX (Dodge & Cox International Stock Fund) | Buy | $100K-250K | 2025-04-14 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Small Cap ETF | Buy | $100K-250K | 2025-04-14 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Small Cap ETF | Buy | $50K-100K | 2025-04-14 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Large Cap ETF | Buy | $100K-250K | 2025-04-14 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Large Cap ETF | Buy | $100K-250K | 2025-04-14 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Charles Schwab US Reit ETF | Buy | $15K-50K | 2025-04-14 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund International ETF | Buy | $50K-100K | 2025-04-14 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Vanguard Muni Bond ETF | Buy | $100K-250K | 2025-04-14 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US TIPS ETF | Buy | $15K-50K | 2025-04-14 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab International Equity ETF | Buy | $50K-100K | 2025-04-14 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Small Cap ETF | Buy | $100K-250K | 2025-04-11 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Small Cap ETF | Buy | $50K-100K | 2025-04-11 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Large Cap ETF | Buy | $100K-250K | 2025-04-11 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Large Cap ETF | Buy | $100K-250K | 2025-04-11 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Charles Schwab US Reit ETF | Buy | $15K-50K | 2025-04-11 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund International ETF | Buy | $50K-100K | 2025-04-11 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Vanguard Muni Bond ETF | Buy | $100K-250K | 2025-04-11 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US TIPS ETF | Buy | $15K-50K | 2025-04-11 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab International Equity ETF | Buy | $50K-100K | 2025-04-11 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Small Cap ETF | Buy | $100K-250K | 2025-04-10 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Small Cap ETF | Buy | $50K-100K | 2025-04-10 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Large Cap ETF | Buy | $100K-250K | 2025-04-10 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Large Cap ETF | Buy | $100K-250K | 2025-04-10 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Charles Schwab US Reit ETF | Buy | $15K-50K | 2025-04-10 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund International ETF | Buy | $50K-100K | 2025-04-10 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Vanguard Muni Bond ETF | Buy | $100K-250K | 2025-04-10 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US TIPS ETF | Buy | $15K-50K | 2025-04-10 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab International Equity ETF | Buy | $50K-100K | 2025-04-10 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Small Cap ETF | Buy | $250K-500K | 2025-04-09 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Small Cap ETF | Buy | $100K-250K | 2025-04-09 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US Large Cap ETF | Buy | $250K-500K | 2025-04-09 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund US Large Cap ETF | Buy | $250K-500K | 2025-04-09 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Charles Schwab US Reit ETF | Buy | $15K-50K | 2025-04-09 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Fund International ETF | Buy | $100K-250K | 2025-04-09 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Vanguard Muni Bond ETF | Buy | $250K-500K | 2025-04-09 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab US TIPS ETF | Buy | $15K-50K | 2025-04-09 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab International Equity ETF | Buy | $100K-250K | 2025-04-09 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund) | Buy | $50K-100K | 2025-04-04 | 2025-07-15 | — | +39.4% | ||
CA Christopher A Wright Level I Department of Energy | GGLPX (Goldman Sachs High Yield MunicipalFund) | Buy | $50K-100K | 2025-04-04 | 2025-07-15 | — | +39.4% | ||
CA Christopher A Wright Level I Department of Energy | — | SPY (S&P 500 SPDR ETF) | Buy | $100K-250K | 2025-04-04 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | SPMD (S&P 400 Mid-Cap ETF) | Buy | $100K-250K | 2025-04-04 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | DODFX (Dodge & Cox International Stock Fund) | Buy | $100K-250K | 2025-04-04 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Westside LC LLC | Buy | $500K-1M | 2025-04-04 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund) | Buy | $100K-250K | 2025-04-02 | 2025-07-15 | — | +23.9% | ||
CA Christopher A Wright Level I Department of Energy | GGLPX (Goldman Sachs High Yield MunicipalFund) | Buy | $50K-100K | 2025-04-02 | 2025-07-15 | — | +23.9% | ||
CA Christopher A Wright Level I Department of Energy | — | SPY (S&P 500 SPDR ETF) | Buy | $250K-500K | 2025-04-02 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | SPMD (S&P 400 Mid-Cap ETF) | Buy | $250K-500K | 2025-04-02 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | DODFX (Dodge & Cox International Stock Fund) | Buy | $100K-250K | 2025-04-02 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | Schwab Value Advantage Money Fund InvestorClass Shares | Buy | $1.0M-5M | 2025-03-24 | 2025-07-15 | — | -34.1% | ||
CA Christopher A Wright Level I Department of Energy | GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund) | Buy | $50K-100K | 2025-03-21 | 2025-07-15 | — | +23.2% | ||
CA Christopher A Wright Level I Department of Energy | GGLPX (Goldman Sachs High Yield MunicipalFund) | Buy | $50K-100K | 2025-03-21 | 2025-07-15 | — | +23.2% | ||
CA Christopher A Wright Level I Department of Energy | — | SPY (S&P 500 SPDR ETF) | Buy | $100K-250K | 2025-03-21 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | SPMD (S&P 400 Mid-Cap ETF) | Buy | $100K-250K | 2025-03-21 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | DODFX (Dodge & Cox International Stock Fund) | Buy | $100K-250K | 2025-03-21 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | Liberty Energy Inc. | Sell | $500K-1M | 2025-03-21 | 2025-07-15 | — | -4.5% | ||
CA Christopher A Wright Level I Department of Energy | — | Liberty Energy Inc Class A | Sell | $1.0M-5M | 2025-03-21 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | Schwab Value Advantage Money Fund InvestorClass Shares | Buy | $1.0M-5M | 2025-03-21 | 2025-07-15 | — | -36.5% | ||
CA Christopher A Wright Level I Department of Energy | GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund) | Buy | $50K-100K | 2025-03-20 | 2025-07-15 | — | +24.3% | ||
CA Christopher A Wright Level I Department of Energy | GGLPX (Goldman Sachs High Yield MunicipalFund) | Buy | $50K-100K | 2025-03-20 | 2025-07-15 | — | +24.3% | ||
CA Christopher A Wright Level I Department of Energy | — | SPY (S&P 500 SPDR ETF) | Buy | $100K-250K | 2025-03-20 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | SPMD (S&P 400 Mid-Cap ETF) | Buy | $100K-250K | 2025-03-20 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | DODFX (Dodge & Cox International Stock Fund) | Buy | $100K-250K | 2025-03-20 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | Liberty Energy Inc. | Sell | $500K-1M | 2025-03-20 | 2025-07-15 | — | -3.6% | ||
CA Christopher A Wright Level I Department of Energy | — | Liberty Energy Inc Class A | Sell | $1.0M-5M | 2025-03-20 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | Schwab Value Advantage Money Fund InvestorClass Shares | Buy | $1.0M-5M | 2025-03-20 | 2025-07-15 | — | -36.1% | ||
CA Christopher A Wright Level I Department of Energy | GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund) | Buy | $50K-100K | 2025-03-19 | 2025-07-15 | — | +26.2% | ||
CA Christopher A Wright Level I Department of Energy | GGLPX (Goldman Sachs High Yield MunicipalFund) | Buy | $50K-100K | 2025-03-19 | 2025-07-15 | — | +26.2% | ||
CA Christopher A Wright Level I Department of Energy | — | SPY (S&P 500 SPDR ETF) | Buy | $100K-250K | 2025-03-19 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | SPMD (S&P 400 Mid-Cap ETF) | Buy | $100K-250K | 2025-03-19 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | DODFX (Dodge & Cox International Stock Fund) | Buy | $100K-250K | 2025-03-19 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | Liberty Energy Inc. | Sell | $500K-1M | 2025-03-19 | 2025-07-15 | — | -4.3% | ||
CA Christopher A Wright Level I Department of Energy | — | Liberty Energy Inc Class A | Sell | $1.0M-5M | 2025-03-19 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Value Advantage Money Fund | Buy | $1.0M-5M | 2025-03-19 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund) | Buy | $50K-100K | 2025-03-18 | 2025-07-15 | — | +26.4% | ||
CA Christopher A Wright Level I Department of Energy | GGLPX (Goldman Sachs High Yield MunicipalFund) | Buy | $50K-100K | 2025-03-18 | 2025-07-15 | — | +26.4% | ||
CA Christopher A Wright Level I Department of Energy | — | SPY (S&P 500 SPDR ETF) | Buy | $100K-250K | 2025-03-18 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | SPMD (S&P 400 Mid-Cap ETF) | Buy | $100K-250K | 2025-03-18 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | DODFX (Dodge & Cox International Stock Fund) | Buy | $100K-250K | 2025-03-18 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | Liberty Energy Inc. | Sell | $500K-1M | 2025-03-18 | 2025-07-15 | — | -5.1% | ||
CA Christopher A Wright Level I Department of Energy | — | Liberty Energy Inc Class A | Sell | $1.0M-5M | 2025-03-18 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Value Advantage Money Fund | Buy | $1.0M-5M | 2025-03-18 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund) | Buy | $50K-100K | 2025-03-17 | 2025-07-15 | — | +28.0% | ||
CA Christopher A Wright Level I Department of Energy | GGLPX (Goldman Sachs High Yield MunicipalFund) | Buy | $50K-100K | 2025-03-17 | 2025-07-15 | — | +28.0% | ||
CA Christopher A Wright Level I Department of Energy | — | SPY (S&P 500 SPDR ETF) | Buy | $100K-250K | 2025-03-17 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | SPMD (S&P 400 Mid-Cap ETF) | Buy | $100K-250K | 2025-03-17 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | DODFX (Dodge & Cox International Stock Fund) | Buy | $100K-250K | 2025-03-17 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | Liberty Energy Inc. | Sell | $500K-1M | 2025-03-17 | 2025-07-15 | — | -3.0% | ||
CA Christopher A Wright Level I Department of Energy | — | Liberty Energy Inc Class A | Sell | $1.0M-5M | 2025-03-17 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | CL Covault LLC | Sell | $1.0M-5M | 2025-03-07 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | CL Urban LLC | Sell | $100K-250K | 2025-03-07 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Bison Hawksbill LLC | Sell | $15K-50K | 2025-03-07 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Sugar Free Capital | Sell | $100K-250K | 2025-03-07 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Next Frontier Fund IV LP | Sell | $250K-500K | 2025-03-06 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Bison IV Friends and Family LLC | Sell | $250K-500K | 2025-03-05 | 2025-07-15 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Liberty Energy Inc Class A | Sell | $1.0M-5M | 2025-03-14 | 2025-04-18 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Value Advantage Money Fund | Buy | $1.0M-5M | 2025-03-14 | 2025-04-18 | — | — | |
CA Christopher A Wright Level I Department of Energy | Goldman Sachs Dynamic Municipal Income FundClass P Shares | Buy | $50K-100K | 2025-03-14 | 2025-04-18 | — | -41.5% | ||
CA Christopher A Wright Level I Department of Energy | Goldman Sachs High Yield Municipal Fund Class PShares | Buy | $50K-100K | 2025-03-14 | 2025-04-18 | — | -44.8% | ||
CA Christopher A Wright Level I Department of Energy | SPDR S&P 500 ETF Trust | Buy | $100K-250K | 2025-03-14 | 2025-04-18 | — | +0.0% | ||
CA Christopher A Wright Level I Department of Energy | SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $100K-250K | 2025-03-14 | 2025-04-18 | — | -11.7% | ||
CA Christopher A Wright Level I Department of Energy | Dodge & Cox International Stock Fund | Buy | $100K-250K | 2025-03-14 | 2025-04-18 | — | -8.6% | ||
CA Christopher A Wright Level I Department of Energy | Liberty Energy Inc. | Sell | $500K-1M | 2025-03-14 | 2025-04-18 | — | -3.9% | ||
CA Christopher A Wright Level I Department of Energy | — | Liberty Energy Inc Class A | Sell | $1.0M-5M | 2025-03-13 | 2025-04-18 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Value Advantage Money Fund | Buy | $1.0M-5M | 2025-03-13 | 2025-04-18 | — | — | |
CA Christopher A Wright Level I Department of Energy | Goldman Sachs Dynamic Municipal Income FundClass P Shares | Buy | $50K-100K | 2025-03-13 | 2025-04-18 | — | -44.4% | ||
CA Christopher A Wright Level I Department of Energy | Goldman Sachs High Yield Municipal Fund Class PShares | Buy | $50K-100K | 2025-03-13 | 2025-04-18 | — | -47.7% | ||
CA Christopher A Wright Level I Department of Energy | SPDR S&P 500 ETF Trust | Buy | $100K-250K | 2025-03-13 | 2025-04-18 | — | +0.0% | ||
CA Christopher A Wright Level I Department of Energy | — | SPMD (S&P 400 Mid-Cap ETF) | Buy | $100K-250K | 2025-03-13 | 2025-04-18 | — | — | |
CA Christopher A Wright Level I Department of Energy | Dodge & Cox International Stock Fund | Buy | $100K-250K | 2025-03-13 | 2025-04-18 | — | -9.1% | ||
CA Christopher A Wright Level I Department of Energy | Liberty Energy Inc. | Sell | $500K-1M | 2025-03-13 | 2025-04-18 | — | -2.9% | ||
CA Christopher A Wright Level I Department of Energy | — | Liberty Energy Inc Class A | Sell | $1.0M-5M | 2025-03-12 | 2025-04-18 | — | — | |
CA Christopher A Wright Level I Department of Energy | — | Schwab Value Advantage Money Fund | Buy | $1.0M-5M | 2025-03-12 | 2025-04-18 | — | — | |
CA Christopher A Wright Level I Department of Energy | Goldman Sachs Dynamic Municipal Income FundClass P Shares | Buy | $100K-250K | 2025-03-12 | 2025-04-18 | — | -42.6% | ||
CA Christopher A Wright Level I Department of Energy | Goldman Sachs High Yield Municipal Fund Class PShares | Buy | $100K-250K | 2025-03-12 | 2025-04-18 | — | -46.0% | ||
CA Christopher A Wright Level I Department of Energy | SPDR S&P 500 ETF Trust | Buy | $250K-500K | 2025-03-12 | 2025-04-18 | — | +0.0% | ||
CA Christopher A Wright Level I Department of Energy | SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $250K-500K | 2025-03-12 | 2025-04-18 | — | -11.7% | ||
CA Christopher A Wright Level I Department of Energy | Dodge & Cox International Stock Fund | Buy | $250K-500K | 2025-03-12 | 2025-04-18 | — | -8.0% |
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