Dossier
David L Bernhardt
Secretary, Department of The Interior · disclosures Feb 10 – Feb 10
Agency
Secretary, Department of The Interior
Disclosed trades
| Disclosed | Traded | Action | Ticker / Asset | Amount | Sector | Flags |
|---|---|---|---|---|---|---|
| Feb 10 | Dec 31 | BUY | $DFEOX DFA U.S. Core Equity 1 Port Institutional class N/L (DFEOX) | $50K–$100K | — | |
| Feb 10 | Dec 31 | BUY | $DFWIX DFA World ex U.S. Core Equity Port Institutional | $15K–$50K | — | |
| Feb 10 | Dec 24 | SELL | $DFLVX DFA U.S. Large Cap Value Port Institutional | $15K–$50K | — | |
| Feb 10 | Dec 24 | SELL | $DUSLX DFA U.S. Large Cap Growth Port Institutional | $15K–$50K | — | |
| Feb 10 | Dec 24 | SELL | $VWEAX Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX) | $15K–$50K | — | |
| Feb 10 | Nov 9 | SELL | $VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $100K–$250K | — | |
| Feb 10 | Nov 9 | SELL | $DFWIX DFA World EX U.S. Core Equity Port Institutional | $15K–$50K | — | |
| Feb 10 | Nov 9 | BUY | $DFLVX DFA U.S. Large Cap Value Port Institutional | $50K–$100K | — | |
| Feb 10 | Nov 9 | SELL | $DFLVX DFA Tax Managed U.S. Targeted Value Portfolio Inst | $15K–$50K | — | |
| Feb 10 | Nov 9 | SELL | $DUSLX DFA U.S. Large Cap Growth Port Institutional | $15K–$50K | — | |
| Feb 10 | Nov 9 | SELL | $VWALX Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX) | $50K–$100K | — | |
| Feb 10 | Nov 9 | SELL | $DFSTX DFA U.S. Small Cap Portfolio Institutional | $15K–$50K | — | |
| Feb 10 | Mar 20 | EXCHANGE | $DFTWX TA World ex US Core Equity Portfolio Institutional | $50K–$100K | — | |
| Feb 10 | Mar 20 | EXCHANGE | $DFWIX World ex US Core Equity Portfolio Institutional | $50K–$100K | — | |
| Feb 10 | Mar 20 | EXCHANGE | $DTMMX Tax-Managed US Marketwide Value Portfolio Institutional | $100K–$250K | — | |
| Feb 10 | Mar 20 | EXCHANGE | $DFLVX US Large Cap Value Portfolio Institutional | $100K–$250K | — | |
| Feb 10 | Mar 20 | EXCHANGE | $DSCGX US Small Cap Growth Portfolio Institutional | $15K–$50K | — | |
| Feb 10 | Mar 20 | EXCHANGE | $DFSTX US Small Cap Portfolio Institutional | $15K–$50K | — | |
| Feb 10 | Mar 20 | EXCHANGE | $DFSVX US Small Cap Value Portfolio Institutional | $50K–$100K | — | |
| Feb 10 | Mar 20 | EXCHANGE | $DTMVX Tax-Managed US Targeted Value Portfolio Institutional | $50K–$100K | — | |
| Feb 10 | Mar 17 | BUY | $VTSAX Vanguard Total Stock Market Index Fund Admiral | $15K–$50K | — |
Disclosures are drawn entirely from public STOCK Act and OGE Form 278-T filings; a conflict flag marks a trade in a sector the member's committee oversees (a signal to read, not a finding of wrongdoing). The average market-adjusted return is a descriptive summary of how these already-disclosed trades fared versus the market — it is not a prediction and not investment advice. Conflict screening compares trades only to the sectors a member's current committees oversee; members with no current committee seat (departed members, chamber leadership) aren't screened, so a 0 (or —) here is not an all-clear. See our methodology and data dictionary.
See how every flag is defined — and verify it against the original filings.
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