Bernhardt, David L
Secretary
Disclosed trades
21
Purchases (all, mid $)
$215K
Sales (all, mid $)
$478K
Disclosed assets
63
All disclosed trades
Every extracted transaction (21 rows) — undated rows come from scans whose date was unreadable; • = repaired from scan, × = name unreadable
showing 21 of 21 matching rows — search reaches all 21
| Date ▼ | Official | Role | Asset | Type | Amount (band) | Mid $ | Note | Processed (UTC) |
|---|---|---|---|---|---|---|---|---|
| 2020-12-31 | Bernhardt, David L | Secretary | DFA U.S. Core Equity 1 Port Institutional class N/L (DFEOX) | buy | $50,001 - $100,000 | $75K | 2026-05-04 18:14 | |
| 2020-12-31 | Bernhardt, David L | Secretary | DFA World ex U.S. Core Equity Port Institutional Class N/L (DFWIX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 18:14 | |
| 2020-12-24 | Bernhardt, David L | Secretary | DFA U.S. Large Cap Value Port Institutional Class N/L (DFLVX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 18:14 | |
| 2020-12-24 | Bernhardt, David L | Secretary | DFA U.S. Large Cap Growth Port Institutional Class N/L (DUSLX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 18:14 | |
| 2020-12-24 | Bernhardt, David L | Secretary | Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 18:14 | |
| 2020-11-09 | Bernhardt, David L | Secretary | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | sell | $100,001 - $250,000 | $175K | 2026-05-04 18:14 | |
| 2020-11-09 | Bernhardt, David L | Secretary | DFA World EX U.S. Core Equity Port Institutional Class N/L (DFWIX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 18:14 | |
| 2020-11-09 | Bernhardt, David L | Secretary | DFA U.S. Large Cap Value Port Institutional Class N/L (DFLVX) | buy | $50,001 - $100,000 | $75K | 2026-05-04 18:14 | |
| 2020-11-09 | Bernhardt, David L | Secretary | DFA Tax Managed U.S. Targeted Value Portfolio Inst Class N/L (DFLVX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 18:14 | |
| 2020-11-09 | Bernhardt, David L | Secretary | DFA U.S. Large Cap Growth Port Institutional Class N/L (DUSLX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 18:14 | |
| 2020-11-09 | Bernhardt, David L | Secretary | Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX) | sell | $50,001 - $100,000 | $75K | 2026-05-04 18:14 | |
| 2020-11-09 | Bernhardt, David L | Secretary | DFA U.S. Small Cap Portfolio Institutional Class N/L (DFSTX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 18:14 | |
| 2020-03-20 | Bernhardt, David L | Secretary | TA World ex US Core Equity Portfolio Institutional Class Shares (DFTWX) | exchange | $50,001 - $100,000 | $75K | 2026-05-04 18:14 | |
| 2020-03-20 | Bernhardt, David L | Secretary | World ex US Core Equity Portfolio Institutional Class Shares (DFWIX) | exchange | $50,001 - $100,000 | $75K | 2026-05-04 18:14 | |
| 2020-03-20 | Bernhardt, David L | Secretary | Tax-Managed US Marketwide Value Portfolio Institutional Class Shares (DTMMX) | exchange | $100,001 - $250,000 | $175K | 2026-05-04 18:14 | |
| 2020-03-20 | Bernhardt, David L | Secretary | US Large Cap Value Portfolio Institutional Class Shares (DFLVX) | exchange | $100,001 - $250,000 | $175K | 2026-05-04 18:14 | |
| 2020-03-20 | Bernhardt, David L | Secretary | US Small Cap Growth Portfolio Institutional Class Shares (DSCGX) | exchange | $15,001 - $50,000 | $33K | 2026-05-04 18:14 | |
| 2020-03-20 | Bernhardt, David L | Secretary | US Small Cap Portfolio Institutional Class Shares (DFSTX) | exchange | $15,001 - $50,000 | $33K | 2026-05-04 18:14 | |
| 2020-03-20 | Bernhardt, David L | Secretary | US Small Cap Value Portfolio Institutional Class Shares (DFSVX) | exchange | $50,001 - $100,000 | $75K | 2026-05-04 18:14 | |
| 2020-03-20 | Bernhardt, David L | Secretary | Tax-Managed US Targeted Value Portfolio Institutional Class Shares (DTMVX) | exchange | $50,001 - $100,000 | $75K | 2026-05-04 18:14 | |
| 2020-03-17 | Bernhardt, David L | Secretary | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 18:14 |
Assets & income
Everything disclosed across this official's filings
showing 63 of 63 matching rows — search reaches all 63
| Official | Asset | Value (band) | Mid $ ▼ | Income type | Processed (UTC) |
|---|---|---|---|---|---|
| Bernhardt, David L | Vanguard Institutional Index Fund Institutional Shares (VINIX) | $250,001 - $500,000 | $375K | – | 2026-05-04 22:41 |
| Bernhardt, David L | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares N/L (VWIUX) | $250,001 - $500,000 | $375K | – | 2026-05-04 22:41 |
| Bernhardt, David L | Vanguard Institutional Index Fund Institutional Shares (VINIX) | $250,001 - $500,000 | $375K | – | 2026-05-04 18:14 |
| Bernhardt, David L | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares N/L (VWIUX) | $250,001 - $500,000 | $375K | – | 2026-05-04 18:14 |
| Bernhardt, David L | DFA U.S. Large Cap Value Port Institutional Class N/L (DFLVX) | $100,001 - $250,000 | $175K | – | 2026-05-04 22:41 |
| Bernhardt, David L | DFA T.A. World EX U.S. Core Equity Port Inst Class N/L (DFTWX) | $100,001 - $250,000 | $175K | – | 2026-05-04 22:41 |
| Bernhardt, David L | DFA U.S. Small Cap Growth Port Institutional Class N/L (DSCGX) | $100,001 - $250,000 | $175K | – | 2026-05-04 22:41 |
| Bernhardt, David L | DFA Tax-Managed U.S. Market-Wide Value Port Inst Class N/L (DTMMX) | $100,001 - $250,000 | $175K | – | 2026-05-04 22:41 |
| Bernhardt, David L | DFA Tax-Managed U.S. Targeted Value Portfolio Inst Class N/L (DTMVX) | $100,001 - $250,000 | $175K | – | 2026-05-04 22:41 |
| Bernhardt, David L | Vanguard High Yield Tax Exempt Fund Admiral Shares N/L (VWALX) | $100,001 - $250,000 | $175K | – | 2026-05-04 22:41 |
| Bernhardt, David L | U.S. bank account #1 (cash) | $100,001 - $250,000 | $175K | Interest | 2026-05-04 22:41 |
| Bernhardt, David L | Vanguard Small-Cap Index Admiral Shares (VSMAX) | $100,001 - $250,000 | $175K | – | 2026-05-04 18:14 |
| Bernhardt, David L | Vanguard Total International Stock Index Fund Admiral Shares (VGTSX) | $100,001 - $250,000 | $175K | – | 2026-05-04 18:14 |
| Bernhardt, David L | DFA U.S. Large Cap Value Port Institutional Class N/L (DFLVX) | $100,001 - $250,000 | $175K | – | 2026-05-04 18:14 |
| Bernhardt, David L | US Small Cap Growth Portfolio Institutional Class Shares (DSCGX) | $100,001 - $250,000 | $175K | – | 2026-05-04 18:14 |
| Bernhardt, David L | Vanguard High Yield Tax Exempt Fund Admiral Shares N/L (VWALX) | $100,001 - $250,000 | $175K | – | 2026-05-04 18:14 |
| Bernhardt, David L | U.S. bank account #1 (cash) | $100,001 - $250,000 | $175K | Interest | 2026-05-04 18:14 |
| Bernhardt, David L | DFA U.S. Large Cap Value Port Institutional Class N/L (DFLVX) | $100,001 - $250,000 | $175K | – | 2026-05-04 18:14 |
| Bernhardt, David L | DFA World EX U.S. Core Equity Port Institutional Class N/L (DFWIX) | $100,001 - $250,000 | $175K | – | 2026-05-04 18:14 |
| Bernhardt, David L | Note payable - personal loan to family member | $100,001 - $250,000 | $175K | – | 2026-05-04 18:14 |
| Bernhardt, David L | Metropolitan West Total Return Bond Fund Class I (MWTIX) | $50,001 - $100,000 | $75K | – | 2026-05-04 22:41 |
| Bernhardt, David L | Pimco High Yield Fund Institutional Class (PHIYX) | $50,001 - $100,000 | $75K | – | 2026-05-04 22:41 |
| Bernhardt, David L | Vanguard Small-Cap Index Admiral Shares (VSMAX) | $50,001 - $100,000 | $75K | – | 2026-05-04 22:41 |
| Bernhardt, David L | Vanguard Total International Stock Index Fund Admiral Shares (VGTSX) | $50,001 - $100,000 | $75K | – | 2026-05-04 22:41 |
| Bernhardt, David L | DFA U.S. Large Cap Growth Port Institutional Class N/L (DUSLX) | $50,001 - $100,000 | $75K | – | 2026-05-04 22:41 |
| Bernhardt, David L | DFA U.S. Large Cap Growth Port Institutional Class N/L (DUSLX) | $50,001 - $100,000 | $75K | – | 2026-05-04 22:41 |
| Bernhardt, David L | Metropolitan West Total Return Bond Fund Class I (MWTIX) | $50,001 - $100,000 | $75K | – | 2026-05-04 18:14 |
| Bernhardt, David L | Pimco High Yield Fund Institutional Class (PHIYX) | $50,001 - $100,000 | $75K | – | 2026-05-04 18:14 |
| Bernhardt, David L | DFA U.S. Core Equity 1 Port Institutional Class N/L (DFEOX) | $50,001 - $100,000 | $75K | – | 2026-05-04 18:14 |
| Bernhardt, David L | DFA Tax-Managed U.S. Targeted Value Portfolio Inst Class N/L (DTMVX) | $50,001 - $100,000 | $75K | – | 2026-05-04 18:14 |
| Bernhardt, David L | DFA U.S. Large Cap Growth Port Institutional Class N/L (DUSLX) | $50,001 - $100,000 | $75K | – | 2026-05-04 18:14 |
| Bernhardt, David L | DFA U.S. Small Cap Portfolio Institutional Class (DFSTX) | $50,001 - $100,000 | $75K | – | 2026-05-04 18:14 |
| Bernhardt, David L | DFA Emerging Markets Value Port Institutional Class N/L (DFEVX) | $15,001 - $50,000 | $33K | – | 2026-05-04 22:41 |
| Bernhardt, David L | DFA International Value Port Institutional Class N/L (DFIVX) | $15,001 - $50,000 | $33K | – | 2026-05-04 22:41 |
| Bernhardt, David L | DFA U.S. Small Cap Value Port Institutional Class N/L (DFSVX) | $15,001 - $50,000 | $33K | – | 2026-05-04 22:41 |
| Bernhardt, David L | DFA International Large Cap Growth Fund Inst Class N/L (DILRX) | $15,001 - $50,000 | $33K | – | 2026-05-04 22:41 |
| Bernhardt, David L | DFA U.S. Small Cap Growth Port Institutional Class N/L (DSCGX) | $15,001 - $50,000 | $33K | – | 2026-05-04 22:41 |
| Bernhardt, David L | Vanguard High Yield Corporate Fund Admiral shares N/L (VWEAX) | $15,001 - $50,000 | $33K | – | 2026-05-04 22:41 |
| Bernhardt, David L | US bank account #2 (cash) | $15,001 - $50,000 | $33K | – | 2026-05-04 22:41 |
| Bernhardt, David L | DFA Emerging Markets Value Port Institutional Class N/L (DFEVX) | $15,001 - $50,000 | $33K | – | 2026-05-04 18:14 |
| Bernhardt, David L | DFA U.S. Small Cap Value Port Institutional Class N/L (DFSVX) | $15,001 - $50,000 | $33K | – | 2026-05-04 18:14 |
| Bernhardt, David L | DFA International Value Portfolio Institutional Class Shares (DFIVX) | $15,001 - $50,000 | $33K | – | 2026-05-04 18:14 |
| Bernhardt, David L | International Large Cap Growth Portfolio Institutional Class Shares (DILRX) | $15,001 - $50,000 | $33K | – | 2026-05-04 18:14 |
| Bernhardt, David L | DFA World EX U.S. Core Equity Port Institutional Class N/L (DFWIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 18:14 |
| Bernhardt, David L | U.S. brokerage account #1 (cash) | $15,001 - $50,000 | $33K | – | 2026-05-04 18:14 |
| Bernhardt, David L | US bank account #2 (cash) | $15,001 - $50,000 | $33K | – | 2026-05-04 18:14 |
| Bernhardt, David L | Vanguard Total Stock Market Index Fund Admiral Shares (VSTAX) | $15,001 - $50,000 | $33K | – | 2026-05-04 18:14 |
| Bernhardt, David L | DFA Emerging Markets Small Cap Port Institutional Class N/L (DEMSX) | $1,001 - $15,000 | $8K | – | 2026-05-04 22:41 |
| Bernhardt, David L | DFA International Small Cap Growth Fund Inst Class N/L (DISMX) | $1,001 - $15,000 | $8K | – | 2026-05-04 22:41 |
| Bernhardt, David L | DFA International Small Cap Value Portfolio Inst CLS N/L (DISVX) | $1,001 - $15,000 | $8K | – | 2026-05-04 22:41 |
| Bernhardt, David L | U.S. brokerage account #1 (cash) | $1,001 - $15,000 | $8K | – | 2026-05-04 22:41 |
| Bernhardt, David L | Satya Mineral Trading USA LLC (gold mining, exploration, and development outside the United States) | $1,001 - $15,000 | $8K | – | 2026-05-04 22:41 |
| Bernhardt, David L | DFA Emerging Markets Small Cap Port Institutional Class N/L (DEMSX) | $1,001 - $15,000 | $8K | – | 2026-05-04 18:14 |
| Bernhardt, David L | DFA International Small Cap Growth Fund Inst Class N/L (DISMX) | $1,001 - $15,000 | $8K | – | 2026-05-04 18:14 |
| Bernhardt, David L | DFA International Small Cap Value Portfolio Inst CLS N/L (DISVX) | $1,001 - $15,000 | $8K | – | 2026-05-04 18:14 |
| Bernhardt, David L | Satya Mineral Trading USA LLC (gold mining, exploration, and development outside the United States) | $1,001 - $15,000 | $8K | – | 2026-05-04 18:14 |
| Bernhardt, David L | U.S. brokerage account #2 (cash) | $0 - $1,000 | $500 | – | 2026-05-04 22:41 |
| Bernhardt, David L | U.S. brokerage account #2 (cash) | $0 - $1,000 | $500 | – | 2026-05-04 18:14 |
| Bernhardt, David L | Brownstein Hyatt Farber and Schreck, LLP Defined Contribution Retirement Plan | – | – | – | 2026-05-04 22:41 |
| Bernhardt, David L | IRA #1 | – | – | – | 2026-05-04 22:41 |
| Bernhardt, David L | Brownstein Hyatt Farber and Schreck, LLP Defined Contribution Retirement Plan | – | – | – | 2026-05-04 18:14 |
| Bernhardt, David L | IRA #1 | – | – | – | 2026-05-04 18:14 |
| Bernhardt, David L | IRA #3 | – | – | – | 2026-05-04 18:14 |
Liabilities
showing 2 of 2 matching rows — search reaches all 2
| Official | Creditor | Type | Amount (band) | Mid $ ▼ | Year | Rate | Processed (UTC) |
|---|---|---|---|---|---|---|---|
| Bernhardt, David L | Mortgage on Personal Residence | Mortgage on Personal Residence | $500,001 - $1,000,000 | $750K | 2016 | 3.5% | 2026-05-04 18:14 |
| Bernhardt, David L | Mortgage on Personal | $500,001 - $1,000,000 | – | – | 3.5% | $500,001 - $ | 2026-05-04 22:41 |
Employment agreements & arrangements
showing 2 of 2 matching rows — search reaches all 2
| Official ▲ | Employer / party | Status & terms | Date | Processed (UTC) |
|---|---|---|---|---|
| Bernhardt, David L | Brownstein Hyatt Farber and Schreck, LLP | Defined Contribution Retirement Plan: I am a participant in the firm's defined contribution retirement plan. Neither I nor the sponsor have made, nor will we make, any additional contribution to the plan following my departure from the firm. | 6/2009 | 2026-05-04 22:41 |
| Bernhardt, David L | Brownstein Hyatt Farber and Schreck, LLP | Defined Contribution Retirement Plan: I am a participant in the firm's defined contribution retirement plan. Neither I nor the sponsor have made, nor will we make, any additional contribution to the plan following my departure from the firm. 6/2009 | Defined Cont | 2026-05-04 18:14 |
Source: U.S. Office of Government Ethics (public financial disclosure reports). Officials disclose amounts as ranges; dollar figures use range midpoints. Figures are informational estimates and may contain extraction errors. Nothing here is investment advice or an accusation of wrongdoing.