U.S. Representative
Michael C. Burgess
—HouseTexas · District 26
Year-to-date performance
No priced trades disclosed this year yet.
Numbers populate once a disclosed trade is in a public-equity ticker we can price.
Profitable trades
No activity in window
House rank
—
99
Total trades
$0
Volume YTD
79d
Avg hold
0
Conflicts
Track record by window
5 years
+$69.9K
+66.3%
Gross flow$2.1M
Trades99
Bought / Sold33·66
Open book33%
Public-record gap+53.4%
Disclosed trades · 99
All filings →●Filed Oct 1, 2024·traded Aug 30, 2024
↓sold
I
(ILMN)(ILMN)$15K-$50K32 days to discloseprice pending
●Filed Sep 24, 2024·traded Sep 3, 2024
↓sold
I
(ILMN)(ILMN)$15K-$50K21 days to discloseprice pending
●Filed Aug 12, 2024·traded Jul 25, 2024
↓sold
R
Stock (RY)(RY)$15K-$50K18 days to disclose
Missed gain·−$19K-58.4%
−25.8% vs S&P 500●Filed Jul 31, 2024·traded Jul 22, 2024
↓sold
Stock (UPS)(UPS)$1K-$15K
9 days to disclose
Flat·+0.0%
+38.2% vs S&P 500●Filed Jul 31, 2024·traded Jul 16, 2024
↓sold
R
Stock (RY)(RY)$1K-$15K15 days to disclose
Missed gain·−$4.7K-58.6%
−32.2% vs S&P 500●Filed Jul 31, 2024·traded Jul 16, 2024
↑bought
R
Stock (RY)(RY)$1K-$15K15 days to disclose
Good buy·+$4.7K+58.6%
+32.2% vs S&P 500●Filed May 2, 2024·traded Apr 10, 2024
↓sold
Corporation Common Stock (IBM)(IBM)$1K-$15K
22 days to disclose
Missed gain·−$2K-24.7%
+14.2% vs S&P 500●Filed May 2, 2024·traded Apr 10, 2024
↓sold
Stock (MRK)(MRK)$1K-$15K
22 days to disclose
Smart sell·+$937+11.7%
+50.6% vs S&P 500●Filed May 2, 2024·traded Apr 10, 2024
↓sold
I
Bond ETF (ITIP)(ITIP)$1K-$15K22 days to discloseprice pending
●Filed May 2, 2024·traded Apr 10, 2024
↓sold
AbbVie Inc. Common Stock (ABBV)(ABBV)$1K-$15K
22 days to disclose
Missed gain·−$1.4K-17.6%
+21.3% vs S&P 500●Filed Apr 10, 2024·traded Mar 11, 2024
↓sold
I
(ILMN)(ILMN)$1K-$15K30 days to discloseprice pending
●Filed Apr 10, 2024·traded Mar 11, 2024
↓sold
Stock (XOM)(XOM)$15K-$50K
30 days to disclose
Missed gain·−$11.9K-36.6%
+3.0% vs S&P 500●Filed Mar 22, 2024·traded Mar 11, 2024
↓sold
I
(ILMN)(ILMN)$1K-$15K11 days to discloseprice pending
●Filed Mar 22, 2024·traded Mar 1, 2024
↓sold
W
Common Stock (WBA)(WBA)$1K-$15K21 days to discloseprice pending
●Filed Mar 7, 2024·traded Feb 26, 2024
↓sold
B
Best Buy Co., Inc. Common Stock (BBY)(BBY)$15K-$50K10 days to disclose
Smart sell·+$6.8K+20.9%
+62.0% vs S&P 500●Filed Mar 7, 2024·traded Feb 23, 2024
↓sold
B
Best Buy Co., Inc. Common Stock (BBY)(BBY)$15K-$50K13 days to disclose
Smart sell·+$6.7K+20.8%
+61.3% vs S&P 500●Filed Mar 7, 2024·traded Feb 12, 2024
↓sold
I
(ILMN)(ILMN)$1K-$15K24 days to discloseprice pending
●Filed Mar 7, 2024·traded Feb 12, 2024
↓sold
I
(ILMN)(ILMN)$1K-$15K24 days to discloseprice pending
●Filed Mar 7, 2024·traded Feb 12, 2024
↑bought
I
(ILMN)(ILMN)$15K-$50K24 days to discloseprice pending
●Filed Mar 7, 2024·traded Feb 9, 2024
↓sold
I
(ILMN)(ILMN)$1K-$15K27 days to discloseprice pending
●Filed Mar 7, 2024·traded Feb 9, 2024
↓sold
Palo Alto Networks, Inc. (PANW)(PANW)$15K-$50K
27 days to disclose
Flat·+0.0%
+78.2% vs S&P 500●Filed Feb 5, 2024·traded Jan 12, 2024
↓sold
V
Valero Energy Corporation (VLO)(VLO)$15K-$50K24 days to disclose
Missed gain·−$25.8K-79.4%
−29.6% vs S&P 500●Filed Feb 5, 2024·traded Jan 12, 2024
↓sold
Blackstone Inc. (BX)(BX)$15K-$30K
24 days to disclose
Missed gain·−$436-1.9%
+47.8% vs S&P 500●Filed Jan 22, 2024·traded Jan 10, 2024
↓sold
R
Royal Bank Of Canada (RY)(RY)$1K-$15K12 days to disclose
Missed gain·−$5.9K-74.2%
−24.4% vs S&P 500●Filed Jan 22, 2024·traded Jan 2, 2024
↓sold
I
Illumina, Inc. (ILMN)(ILMN)$1K-$15K20 days to discloseprice pending
●Filed Jan 22, 2024·traded Jan 2, 2024
↓sold
V
Valero Energy Corporation (VLO)(VLO)$15K-$50K20 days to disclose
Missed gain·−$26.2K-80.5%
−29.5% vs S&P 500●Filed Jan 22, 2024·traded Jan 2, 2024
↓sold
R
Royal Bank Of Canada (RY)(RY)$15K-$50K20 days to disclose
Missed gain·−$24.2K-74.5%
−23.4% vs S&P 500●Filed Jan 22, 2024·traded Jan 2, 2024
↓soldPalo Alto Networks, Inc. (PANW)(PANW)$15K-$50K
20 days to disclose
Missed gain·−$7.7K-23.6%
+27.5% vs S&P 500●Filed Jan 22, 2024·traded Jan 2, 2024
↓sold
I
Illumina, Inc. (ILMN)(ILMN)$15K-$50K20 days to discloseprice pending
●Filed Jan 22, 2024·traded Jan 2, 2024
↑bought
I
Illumina, Inc. (ILMN)(ILMN)$1K-$15K20 days to discloseprice pending
●Filed Jan 22, 2024·traded Jan 2, 2024
↑boughtExxon Mobil Corporation (XOM)(XOM)$15K-$50K
20 days to disclose
Good buy·+$14.8K+45.5%
−5.6% vs S&P 500●Filed Jan 22, 2024·traded Jan 2, 2024
↑boughtBlackstone Inc. (BX)(BX)$15K-$50K
20 days to disclose
Bad buy·−$1.7K-5.2%
−56.2% vs S&P 500●Filed Jan 22, 2024·traded Jan 2, 2024
↓sold
Amgen Inc. (AMGN)(AMGN)$15K-$50K
20 days to disclose
Missed gain·−$5.2K-15.9%
+35.2% vs S&P 500●Filed Jan 22, 2024·traded Jan 2, 2024
↓sold
Advanced Micro Devices, Inc. (AMD)(AMD)$1K-$15K
20 days to disclose
Missed gain·−$12.1K-151.0%
−99.9% vs S&P 500●Filed Jan 8, 2024·traded Dec 15, 2023
↓soldUnited Parcel Service, Inc. (UPS)(UPS)$1K-$15K
24 days to disclose
Smart sell·+$2.7K+34.3%
+85.6% vs S&P 500●Filed Jan 8, 2024·traded Dec 15, 2023
↑boughtUnited Parcel Service, Inc. (UPS)(UPS)$1K-$15K
24 days to disclose
Bad buy·−$2.7K-34.3%
−85.6% vs S&P 500●Filed Jan 8, 2024·traded Dec 14, 2023
↑boughtUnited Parcel Service, Inc. (UPS)(UPS)$1K-$15K
25 days to disclose
Bad buy·−$2.7K-34.1%
−85.3% vs S&P 500●Filed Dec 18, 2023·traded Dec 8, 2023
↓soldAbbVie Inc. (ABBV)(ABBV)$1K-$15K
10 days to disclose
Missed gain·−$2.6K-33.1%
+22.0% vs S&P 500●Filed Dec 18, 2023·traded Dec 8, 2023
↑boughtPalo Alto Networks, Inc. (PANW)(PANW)$15K-$50K
10 days to disclose
Good buy·+$31.6K+97.1%
−1.3% vs S&P 500●Filed Dec 18, 2023·traded Dec 8, 2023
↑bought
C
CME Group Inc. - Class A (CME)(CME)$15K-$30K10 days to disclose
Good buy·+$7.8K+34.7%
−20.4% vs S&P 500●Filed Dec 18, 2023·traded Dec 8, 2023
↑boughtBlackstone Inc. (BX)(BX)$15K-$50K
10 days to disclose
Good buy·+$2.6K+8.1%
−47.1% vs S&P 500●Filed Dec 18, 2023·traded Dec 8, 2023
↑bought
V
Valero Energy Corporation (VLO)(VLO)$15K-$50K10 days to disclose
Good buy·+$30K+92.2%
+37.0% vs S&P 500●Filed Dec 18, 2023·traded Dec 6, 2023
↓soldBlackstone Inc. (BX)(BX)$15K-$50K
12 days to disclose
Missed gain·−$2.8K-8.5%
+48.5% vs S&P 500●Filed Oct 3, 2023·traded Sep 13, 2023
↓soldStock (MRK)(MRK)$1K-$15K
20 days to disclose
Flat·+0.0%
+11.8% vs S&P 500●Filed Oct 3, 2023·traded Sep 13, 2023
↓soldBlackstone Inc. (BX)(BX)$1K-$15K
20 days to disclose
Missed gain·−$632-7.9%
+52.0% vs S&P 500●Filed Sep 6, 2023·traded Aug 22, 2023
↑boughtBlackstone Inc. (BX)(BX)$15K-$50K
15 days to disclose
Good buy·+$7.7K+23.8%
−39.1% vs S&P 500●Filed Sep 6, 2023·traded Aug 22, 2023
↑bought
S
(STLA)(STLA)$15K-$50K15 days to disclose
Bad buy·−$18K-55.4%
−118.4% vs S&P 500●Filed Sep 6, 2023·traded Aug 14, 2023
↓sold
Amazon.com, Inc. (AMZN)(AMZN)$15K-$30K
Amazon.com, Inc. (AMZN)(AMZN)$15K-$30K23 days to disclose
Missed gain·−$19.8K-87.8%
−28.5% vs S&P 500●Filed Sep 6, 2023·traded Aug 14, 2023
↓sold
(BRK.B)(BRK.B)$15K-$50K
23 days to discloseprice pending
●Filed Sep 6, 2023·traded Aug 14, 2023
↓sold
Alphabet Inc. - Class A (GOOGL)(GOOGL)$15K-$50K
23 days to disclose
Missed gain·−$52.7K-162.2%
−102.9% vs S&P 500●Filed Sep 6, 2023·traded Aug 9, 2023
↑boughtAdvanced Micro Devices, Inc. (AMD)(AMD)$1K-$15K
28 days to disclose
Good buy·+$17.2K+214.8%
+154.7% vs S&P 500●Filed Sep 6, 2023·traded Aug 9, 2023
↑bought
Prudential Financial, Inc. (PRU)(PRU)$15K-$30K
28 days to disclose
Bad buy·−$204-0.9%
−61.1% vs S&P 500●Filed Sep 6, 2023·traded Aug 9, 2023
↑bought
B
Best Buy Co., Inc. (BBY)(BBY)$15K-$50K28 days to disclose
Bad buy·−$7.6K-23.5%
−83.7% vs S&P 500●Filed Sep 5, 2023·traded Aug 9, 2023
↑bought
C
Chemours Company (CC)(CC)$15K-$50K27 days to disclose
Bad buy·−$8.2K-25.3%
−85.4% vs S&P 500●Filed Sep 5, 2023·traded Aug 9, 2023
↑bought
C
CME Group Inc. - Class A (CME)(CME)$15K-$50K27 days to disclose
Good buy·+$12.4K+38.0%
−22.1% vs S&P 500●Filed Sep 5, 2023·traded Aug 9, 2023
↑boughtAbbVie Inc. (ABBV)(ABBV)$15K-$50K
27 days to disclose
Good buy·+$10.3K+31.8%
−28.4% vs S&P 500●Filed Aug 8, 2023·traded Jul 21, 2023
↓soldBlackstone Inc. (BX)(BX)$15K-$50K
18 days to disclose
Missed gain·−$5.2K-16.0%
+41.9% vs S&P 500●Filed Aug 8, 2023·traded Jul 21, 2023
↓sold
P
Phillips 66 (PSX)(PSX)$15K-$50K18 days to disclose
Flat·+0.0%
+37.2% vs S&P 500●Filed Aug 8, 2023·traded Jul 14, 2023
↓soldBlackstone Inc. (BX)(BX)$15K-$50K
25 days to disclose
Missed gain·−$5.5K-16.9%
+42.0% vs S&P 500●Filed Jul 18, 2023·traded Jul 6, 2023
↓sold
C
Chemours Company (CC)(CC)$1K-$15K12 days to disclose
Smart sell·+$2.1K+26.0%
+88.4% vs S&P 500●Filed Jul 18, 2023·traded Jul 6, 2023
↑boughtAbbVie Inc. (ABBV)(ABBV)$15K-$50K
12 days to disclose
Good buy·+$18.6K+57.1%
+43.3% vs S&P 500●Filed Jul 18, 2023·traded Jul 6, 2023
↑boughtAmazon.com, Inc. (AMZN)(AMZN)$1K-$15K
Amazon.com, Inc. (AMZN)(AMZN)$1K-$15K12 days to disclose
Good buy·+$8.5K+105.7%
+43.3% vs S&P 500●Filed Jul 18, 2023·traded Jul 6, 2023
↓soldAmazon.com, Inc. (AMZN)(AMZN)$1K-$15K
Amazon.com, Inc. (AMZN)(AMZN)$1K-$15K12 days to disclose
Missed gain·−$8.5K-105.7%
−43.3% vs S&P 500●Filed Jul 18, 2023·traded Jul 6, 2023
↑boughtAlphabet Inc. - Class A (GOOGL)(GOOGL)$15K-$50K
12 days to disclose
Good buy·+$60.7K+186.7%
+124.4% vs S&P 500●Filed Jul 18, 2023·traded Jul 6, 2023
↑bought(BRK.B)(BRK.B)$1K-$15K
12 days to discloseprice pending
●Filed Apr 14, 2023·traded Apr 10, 2023
↓soldAmgen Inc. (AMGN)(AMGN)$15K-$50K
4 days to disclose
Missed gain·−$12.1K-37.3%
+37.0% vs S&P 500●Filed Apr 14, 2023·traded Apr 5, 2023
↓sold
Texas Instruments Incorporated (TXN)(TXN)$1K-$15K
9 days to disclose
Missed gain·−$4.5K-56.4%
+18.8% vs S&P 500●Filed Apr 14, 2023·traded Apr 5, 2023
↓sold
Stryker Corporation (SYK)(SYK)$1K-$15K
9 days to disclose
Missed gain·−$1.1K-13.7%
+61.5% vs S&P 500●Filed Apr 14, 2023·traded Apr 5, 2023
↑bought
Microsoft Corporation (MSFT)(MSFT)$15K-$50K
9 days to disclose
Good buy·+$17.1K+52.5%
−97.3% vs S&P 500●Filed Apr 14, 2023·traded Mar 17, 2023
↓sold
P
Phillips 66 (PSX)(PSX)$15K-$50K28 days to disclose
Missed gain·−$23.4K-71.9%
+9.4% vs S&P 500●Filed Mar 14, 2023·traded Feb 24, 2023
↓sold
A
Advance Auto Parts Inc. (AAP)(AAP)$1K-$15K18 days to disclose
Smart sell·+$4.6K+58.1%
+138.2% vs S&P 500●Filed Mar 14, 2023·traded Feb 24, 2023
↑boughtStryker Corporation (SYK)(SYK)$15K-$50K
18 days to disclose
Good buy·+$8.1K+24.9%
−55.3% vs S&P 500●Filed Mar 14, 2023·traded Feb 24, 2023
↑boughtBlackstone Inc. (BX)(BX)$1K-$15K
18 days to disclose
Good buy·+$2.9K+36.6%
−43.5% vs S&P 500●Filed Mar 14, 2023·traded Feb 24, 2023
↑bought
A
Advance Auto Parts Inc. (AAP)(AAP)$15K-$50K18 days to disclose
Bad buy·−$18.9K-58.1%
−138.2% vs S&P 500●Filed Mar 3, 2023·traded Feb 24, 2023
↑boughtBlackstone Inc. (BX)(BX)$15K-$50K
7 days to disclose
Good buy·+$11.9K+36.6%
−43.5% vs S&P 500●Filed Mar 3, 2023·traded Feb 24, 2023
↓sold
A
Advance Auto Parts Inc. (AAP)(AAP)$1K-$15K7 days to disclose
Smart sell·+$4.6K+58.1%
+138.2% vs S&P 500●Filed Mar 3, 2023·traded Feb 24, 2023
↓sold
A
Advance Auto Parts Inc. (AAP)(AAP)$1K-$15K7 days to disclose
Smart sell·+$4.6K+58.1%
+138.2% vs S&P 500●Filed Mar 3, 2023·traded Feb 24, 2023
↑boughtBlackstone Inc. (BX)(BX)$15K-$50K
7 days to disclose
Good buy·+$11.9K+36.6%
−43.5% vs S&P 500●Filed Jan 25, 2023·traded Jan 3, 2023
↓soldStryker Corporation (SYK)(SYK)$100K-$250K
22 days to disclose
Missed gain·−$58K-33.1%
+54.4% vs S&P 500●Filed Dec 8, 2022·traded Nov 29, 2022
↓sold
Morgan Stanley (MS)(MS)$1K-$15K
9 days to disclose
Missed gain·−$8.5K-106.5%
−25.8% vs S&P 500●Filed Dec 8, 2022·traded Nov 16, 2022
↓sold
Walt Disney Company (DIS)(DIS)$1K-$15K
22 days to disclose
Missed gain·−$737-9.2%
+71.3% vs S&P 500●Filed Dec 8, 2022·traded Nov 16, 2022
↑boughtStryker Corporation (SYK)(SYK)$15K-$50K
22 days to disclose
Good buy·+$15.6K+48.0%
−32.5% vs S&P 500●Filed Nov 29, 2022·traded Nov 28, 2022
↓soldStryker Corporation (SYK)(SYK)$1K-$15K
1 day to disclose
Missed gain·−$3.5K-44.1%
+36.2% vs S&P 500●Filed Nov 2, 2022·traded Oct 7, 2022
↓soldMorgan Stanley (MS)(MS)$1K-$15K
26 days to disclose
Missed gain·−$11.1K-138.3%
−41.5% vs S&P 500●Filed Aug 5, 2022·traded Jul 22, 2022
↓soldStryker Corporation (SYK)(SYK)$1K-$15K
14 days to disclose
Missed gain·−$5.1K-64.2%
+16.5% vs S&P 500●Filed Aug 5, 2022·traded Jul 22, 2022
↓soldAmazon.com, Inc. (AMZN)(AMZN)$1K-$15K
Amazon.com, Inc. (AMZN)(AMZN)$1K-$15K14 days to disclose
Flat·+0.0%
+169.8% vs S&P 500●Filed Jun 27, 2022·traded Jun 14, 2022
↓soldAmazon.com, Inc. (AMZN)(AMZN)$1K-$15K
Amazon.com, Inc. (AMZN)(AMZN)$1K-$15K13 days to disclose
Flat·+0.0%
+193.7% vs S&P 500●Filed Jun 3, 2022·traded May 24, 2022
↓soldStryker Corporation (SYK)(SYK)$1K-$15K
10 days to disclose
Missed gain·−$3.2K-40.4%
+40.9% vs S&P 500●Filed Apr 29, 2022·traded Apr 18, 2022
↓soldStryker Corporation (SYK)(SYK)$1K-$15K
11 days to disclose
Missed gain·−$2.1K-26.5%
+36.5% vs S&P 500●Filed Apr 29, 2022·traded Apr 18, 2022
↓soldStryker Corporation (SYK)(SYK)$1K-$15K
11 days to disclose
Missed gain·−$2.1K-26.5%
+36.5% vs S&P 500●Filed Apr 15, 2022·traded Mar 18, 2022
↓sold(BRK.B)(BRK.B)$15K-$50K
28 days to discloseprice pending
●Filed Mar 3, 2022·traded Feb 9, 2022
↑bought(BRK.B)(BRK.B)$15K-$50K
22 days to discloseprice pending
●Filed Feb 10, 2022·traded Jan 14, 2022
↓soldStryker Corporation (SYK)(SYK)$1K-$15K
27 days to disclose
Missed gain·−$1.8K-22.8%
+30.8% vs S&P 500●Filed Dec 31, 2021·traded Dec 21, 2021
↓soldStryker Corporation (SYK)(SYK)$1K-$15K
10 days to disclose
Missed gain·−$2.2K-27.8%
+26.4% vs S&P 500●Filed Dec 31, 2021·traded Dec 21, 2021
↓soldStryker Corporation (SYK)(SYK)$1K-$15K
10 days to disclose
Missed gain·−$2.2K-27.8%
+26.4% vs S&P 500●Filed Dec 31, 2021·traded Dec 2, 2021
↑boughtMicrosoft Corporation (MSFT)(MSFT)$1K-$15K
29 days to disclose
Good buy·+$2.7K+33.9%
−86.5% vs S&P 500●Filed Dec 31, 2021·traded Dec 2, 2021
↑boughtStryker Corporation (SYK)(SYK)$1K-$15K
29 days to disclose
Good buy·+$2.6K+32.4%
−23.7% vs S&P 500●Filed Dec 31, 2021·traded Nov 19, 2021
↓sold
Abbott laboratories (ABT)(ABT)$15K-$50K
42 days to disclose
Smart sell·+$9.2K+28.2%
+80.4% vs S&P 500●Filed Nov 17, 2021·traded Oct 19, 2021
↓soldStryker Corporation (SYK)(SYK)$1K-$15K
29 days to disclose
Missed gain·−$1.7K-20.9%
+37.5% vs S&P 500| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| Oct 1, 2024 | Aug 30, 2024 32 days to disclose | ↓sold | I ILMN(ILMN) | price pending | $15K-$50K $15,001 - $50,000 1.6% of book |
| Sep 24, 2024 | Sep 3, 2024 21 days to disclose | ↓sold | I ILMN(ILMN) | price pending | $15K-$50K $15,001 - $50,000 1.6% of book |
| Aug 12, 2024 | Jul 25, 2024 18 days to disclose | ↓sold | R RYStock (RY) | Missed gain·−$19K-58.4% −25.8% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Jul 31, 2024 | Jul 22, 2024 9 days to disclose | ↓sold | Stock (UPS) | Flat·+0.0% +38.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jul 31, 2024 | Jul 16, 2024 15 days to disclose | ↓sold | R RYStock (RY) | Missed gain·−$4.7K-58.6% −32.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jul 31, 2024 | Jul 16, 2024 15 days to disclose | ↑bought | R RYStock (RY) | Good buy·+$4.7K+58.6% +32.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| May 2, 2024 | Apr 10, 2024 22 days to disclose | ↓sold | Corporation Common Stock (IBM) | Missed gain·−$2K-24.7% +14.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| May 2, 2024 | Apr 10, 2024 22 days to disclose | ↓sold | Stock (MRK) | Smart sell·+$937+11.7% +50.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| May 2, 2024 | Apr 10, 2024 22 days to disclose | ↓sold | I ITIPBond ETF (ITIP) | price pending | $1K-$15K $1,001 - $15,000 0.4% of book |
| May 2, 2024 | Apr 10, 2024 22 days to disclose | ↓sold | AbbVie Inc. Common Stock (ABBV) | Missed gain·−$1.4K-17.6% +21.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 10, 2024 | Mar 11, 2024 30 days to disclose | ↓sold | I ILMN(ILMN) | price pending | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 10, 2024 | Mar 11, 2024 30 days to disclose | ↓sold | Stock (XOM) | Missed gain·−$11.9K-36.6% +3.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Mar 22, 2024 | Mar 11, 2024 11 days to disclose | ↓sold | I ILMN(ILMN) | price pending | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 22, 2024 | Mar 1, 2024 21 days to disclose | ↓sold | W WBACommon Stock (WBA) | price pending | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 7, 2024 | Feb 26, 2024 10 days to disclose | ↓sold | B BBYBest Buy Co., Inc. Common Stock (BBY) | Smart sell·+$6.8K+20.9% +62.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Mar 7, 2024 | Feb 23, 2024 13 days to disclose | ↓sold | B BBYBest Buy Co., Inc. Common Stock (BBY) | Smart sell·+$6.7K+20.8% +61.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Mar 7, 2024 | Feb 12, 2024 24 days to disclose | ↓sold | I ILMN(ILMN) | price pending | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 7, 2024 | Feb 12, 2024 24 days to disclose | ↓sold | I ILMN(ILMN) | price pending | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 7, 2024 | Feb 12, 2024 24 days to disclose | ↑bought | I ILMN(ILMN) | price pending | $15K-$50K $15,001 - $50,000 1.6% of book |
| Mar 7, 2024 | Feb 9, 2024 27 days to disclose | ↓sold | I ILMN(ILMN) | price pending | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 7, 2024 | Feb 9, 2024 27 days to disclose | ↓sold | Palo Alto Networks, Inc. (PANW) | Flat·+0.0% +78.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Feb 5, 2024 | Jan 12, 2024 24 days to disclose | ↓sold | V VLOValero Energy Corporation (VLO) | Missed gain·−$25.8K-79.4% −29.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Feb 5, 2024 | Jan 12, 2024 24 days to disclose | ↓sold | Blackstone Inc. (BX) | Missed gain·−$436-1.9% +47.8% vs S&P 500 | $15K-$30K $15,001 1.1% of book |
| Jan 22, 2024 | Jan 10, 2024 12 days to disclose | ↓sold | R RYRoyal Bank Of Canada (RY) | Missed gain·−$5.9K-74.2% −24.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jan 22, 2024 | Jan 2, 2024 20 days to disclose | ↓sold | I ILMNIllumina, Inc. (ILMN) | price pending | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jan 22, 2024 | Jan 2, 2024 20 days to disclose | ↓sold | V VLOValero Energy Corporation (VLO) | Missed gain·−$26.2K-80.5% −29.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Jan 22, 2024 | Jan 2, 2024 20 days to disclose | ↓sold | R RYRoyal Bank Of Canada (RY) | Missed gain·−$24.2K-74.5% −23.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Jan 22, 2024 | Jan 2, 2024 20 days to disclose | ↓sold | Palo Alto Networks, Inc. (PANW) | Missed gain·−$7.7K-23.6% +27.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Jan 22, 2024 | Jan 2, 2024 20 days to disclose | ↓sold | I ILMNIllumina, Inc. (ILMN) | price pending | $15K-$50K $15,001 - $50,000 1.6% of book |
| Jan 22, 2024 | Jan 2, 2024 20 days to disclose | ↑bought | I ILMNIllumina, Inc. (ILMN) | price pending | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jan 22, 2024 | Jan 2, 2024 20 days to disclose | ↑bought | Exxon Mobil Corporation (XOM) | Good buy·+$14.8K+45.5% −5.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Jan 22, 2024 | Jan 2, 2024 20 days to disclose | ↑bought | Blackstone Inc. (BX) | Bad buy·−$1.7K-5.2% −56.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Jan 22, 2024 | Jan 2, 2024 20 days to disclose | ↓sold | Amgen Inc. (AMGN) | Missed gain·−$5.2K-15.9% +35.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Jan 22, 2024 | Jan 2, 2024 20 days to disclose | ↓sold | Advanced Micro Devices, Inc. (AMD) | Missed gain·−$12.1K-151.0% −99.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jan 8, 2024 | Dec 15, 2023 24 days to disclose | ↓sold | United Parcel Service, Inc. (UPS) | Smart sell·+$2.7K+34.3% +85.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jan 8, 2024 | Dec 15, 2023 24 days to disclose | ↑bought | United Parcel Service, Inc. (UPS) | Bad buy·−$2.7K-34.3% −85.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jan 8, 2024 | Dec 14, 2023 25 days to disclose | ↑bought | United Parcel Service, Inc. (UPS) | Bad buy·−$2.7K-34.1% −85.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Dec 18, 2023 | Dec 8, 2023 10 days to disclose | ↓sold | AbbVie Inc. (ABBV) | Missed gain·−$2.6K-33.1% +22.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Dec 18, 2023 | Dec 8, 2023 10 days to disclose | ↑bought | Palo Alto Networks, Inc. (PANW) | Good buy·+$31.6K+97.1% −1.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Dec 18, 2023 | Dec 8, 2023 10 days to disclose | ↑bought | C CMECME Group Inc. - Class A (CME) | Good buy·+$7.8K+34.7% −20.4% vs S&P 500 | $15K-$30K $15,001 1.1% of book |
| Dec 18, 2023 | Dec 8, 2023 10 days to disclose | ↑bought | Blackstone Inc. (BX) | Good buy·+$2.6K+8.1% −47.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Dec 18, 2023 | Dec 8, 2023 10 days to disclose | ↑bought | V VLOValero Energy Corporation (VLO) | Good buy·+$30K+92.2% +37.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Dec 18, 2023 | Dec 6, 2023 12 days to disclose | ↓sold | Blackstone Inc. (BX) | Missed gain·−$2.8K-8.5% +48.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Oct 3, 2023 | Sep 13, 2023 20 days to disclose | ↓sold | Stock (MRK) | Flat·+0.0% +11.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Oct 3, 2023 | Sep 13, 2023 20 days to disclose | ↓sold | Blackstone Inc. (BX) | Missed gain·−$632-7.9% +52.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Sep 6, 2023 | Aug 22, 2023 15 days to disclose | ↑bought | Blackstone Inc. (BX) | Good buy·+$7.7K+23.8% −39.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Sep 6, 2023 | Aug 22, 2023 15 days to disclose | ↑bought | S STLA(STLA) | Bad buy·−$18K-55.4% −118.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Sep 6, 2023 | Aug 14, 2023 23 days to disclose | ↓sold | AMZN Amazon.com, Inc. (AMZN) | Missed gain·−$19.8K-87.8% −28.5% vs S&P 500 | $15K-$30K $15,001 1.1% of book |
| Sep 6, 2023 | Aug 14, 2023 23 days to disclose | ↓sold | (BRK.B) | price pending | $15K-$50K $15,001 - $50,000 1.6% of book |
| Sep 6, 2023 | Aug 14, 2023 23 days to disclose | ↓sold | Alphabet Inc. - Class A (GOOGL) | Missed gain·−$52.7K-162.2% −102.9% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Sep 6, 2023 | Aug 9, 2023 28 days to disclose | ↑bought | Advanced Micro Devices, Inc. (AMD) | Good buy·+$17.2K+214.8% +154.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Sep 6, 2023 | Aug 9, 2023 28 days to disclose | ↑bought | Prudential Financial, Inc. (PRU) | Bad buy·−$204-0.9% −61.1% vs S&P 500 | $15K-$30K $15,001 1.1% of book |
| Sep 6, 2023 | Aug 9, 2023 28 days to disclose | ↑bought | B BBYBest Buy Co., Inc. (BBY) | Bad buy·−$7.6K-23.5% −83.7% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Sep 5, 2023 | Aug 9, 2023 27 days to disclose | ↑bought | C CCChemours Company (CC) | Bad buy·−$8.2K-25.3% −85.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Sep 5, 2023 | Aug 9, 2023 27 days to disclose | ↑bought | C CMECME Group Inc. - Class A (CME) | Good buy·+$12.4K+38.0% −22.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Sep 5, 2023 | Aug 9, 2023 27 days to disclose | ↑bought | AbbVie Inc. (ABBV) | Good buy·+$10.3K+31.8% −28.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Aug 8, 2023 | Jul 21, 2023 18 days to disclose | ↓sold | Blackstone Inc. (BX) | Missed gain·−$5.2K-16.0% +41.9% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Aug 8, 2023 | Jul 21, 2023 18 days to disclose | ↓sold | P PSXPhillips 66 (PSX) | Flat·+0.0% +37.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Aug 8, 2023 | Jul 14, 2023 25 days to disclose | ↓sold | Blackstone Inc. (BX) | Missed gain·−$5.5K-16.9% +42.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Jul 18, 2023 | Jul 6, 2023 12 days to disclose | ↓sold | C CCChemours Company (CC) | Smart sell·+$2.1K+26.0% +88.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jul 18, 2023 | Jul 6, 2023 12 days to disclose | ↑bought | AbbVie Inc. (ABBV) | Good buy·+$18.6K+57.1% +43.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Jul 18, 2023 | Jul 6, 2023 12 days to disclose | ↑bought | AMZN Amazon.com, Inc. (AMZN) | Good buy·+$8.5K+105.7% +43.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jul 18, 2023 | Jul 6, 2023 12 days to disclose | ↓sold | AMZN Amazon.com, Inc. (AMZN) | Missed gain·−$8.5K-105.7% −43.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jul 18, 2023 | Jul 6, 2023 12 days to disclose | ↑bought | Alphabet Inc. - Class A (GOOGL) | Good buy·+$60.7K+186.7% +124.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Jul 18, 2023 | Jul 6, 2023 12 days to disclose | ↑bought | (BRK.B) | price pending | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 14, 2023 | Apr 10, 2023 4 days to disclose | ↓sold | Amgen Inc. (AMGN) | Missed gain·−$12.1K-37.3% +37.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Apr 14, 2023 | Apr 5, 2023 9 days to disclose | ↓sold | Texas Instruments Incorporated (TXN) | Missed gain·−$4.5K-56.4% +18.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 14, 2023 | Apr 5, 2023 9 days to disclose | ↓sold | Stryker Corporation (SYK) | Missed gain·−$1.1K-13.7% +61.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 14, 2023 | Apr 5, 2023 9 days to disclose | ↑bought | Microsoft Corporation (MSFT) | Good buy·+$17.1K+52.5% −97.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Apr 14, 2023 | Mar 17, 2023 28 days to disclose | ↓sold | P PSXPhillips 66 (PSX) | Missed gain·−$23.4K-71.9% +9.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Mar 14, 2023 | Feb 24, 2023 18 days to disclose | ↓sold | A AAPAdvance Auto Parts Inc. (AAP) | Smart sell·+$4.6K+58.1% +138.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 14, 2023 | Feb 24, 2023 18 days to disclose | ↑bought | Stryker Corporation (SYK) | Good buy·+$8.1K+24.9% −55.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Mar 14, 2023 | Feb 24, 2023 18 days to disclose | ↑bought | Blackstone Inc. (BX) | Good buy·+$2.9K+36.6% −43.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 14, 2023 | Feb 24, 2023 18 days to disclose | ↑bought | A AAPAdvance Auto Parts Inc. (AAP) | Bad buy·−$18.9K-58.1% −138.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Mar 3, 2023 | Feb 24, 2023 7 days to disclose | ↑bought | Blackstone Inc. (BX) | Good buy·+$11.9K+36.6% −43.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Mar 3, 2023 | Feb 24, 2023 7 days to disclose | ↓sold | A AAPAdvance Auto Parts Inc. (AAP) | Smart sell·+$4.6K+58.1% +138.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 3, 2023 | Feb 24, 2023 7 days to disclose | ↓sold | A AAPAdvance Auto Parts Inc. (AAP) | Smart sell·+$4.6K+58.1% +138.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Mar 3, 2023 | Feb 24, 2023 7 days to disclose | ↑bought | Blackstone Inc. (BX) | Good buy·+$11.9K+36.6% −43.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Jan 25, 2023 | Jan 3, 2023 22 days to disclose | ↓sold | Stryker Corporation (SYK) | Missed gain·−$58K-33.1% +54.4% vs S&P 500 | $100K-$250K $100,001 - $250,000 8.4% of book |
| Dec 8, 2022 | Nov 29, 2022 9 days to disclose | ↓sold | Morgan Stanley (MS) | Missed gain·−$8.5K-106.5% −25.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Dec 8, 2022 | Nov 16, 2022 22 days to disclose | ↓sold | Walt Disney Company (DIS) | Missed gain·−$737-9.2% +71.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Dec 8, 2022 | Nov 16, 2022 22 days to disclose | ↑bought | Stryker Corporation (SYK) | Good buy·+$15.6K+48.0% −32.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Nov 29, 2022 | Nov 28, 2022 1 day to disclose | ↓sold | Stryker Corporation (SYK) | Missed gain·−$3.5K-44.1% +36.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Nov 2, 2022 | Oct 7, 2022 26 days to disclose | ↓sold | Morgan Stanley (MS) | Missed gain·−$11.1K-138.3% −41.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 5, 2022 | Jul 22, 2022 14 days to disclose | ↓sold | Stryker Corporation (SYK) | Missed gain·−$5.1K-64.2% +16.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Aug 5, 2022 | Jul 22, 2022 14 days to disclose | ↓sold | AMZN Amazon.com, Inc. (AMZN) | Flat·+0.0% +169.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jun 27, 2022 | Jun 14, 2022 13 days to disclose | ↓sold | AMZN Amazon.com, Inc. (AMZN) | Flat·+0.0% +193.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Jun 3, 2022 | May 24, 2022 10 days to disclose | ↓sold | Stryker Corporation (SYK) | Missed gain·−$3.2K-40.4% +40.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 29, 2022 | Apr 18, 2022 11 days to disclose | ↓sold | Stryker Corporation (SYK) | Missed gain·−$2.1K-26.5% +36.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 29, 2022 | Apr 18, 2022 11 days to disclose | ↓sold | Stryker Corporation (SYK) | Missed gain·−$2.1K-26.5% +36.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Apr 15, 2022 | Mar 18, 2022 28 days to disclose | ↓sold | (BRK.B) | price pending | $15K-$50K $15,001 - $50,000 1.6% of book |
| Mar 3, 2022 | Feb 9, 2022 22 days to disclose | ↑bought | (BRK.B) | price pending | $15K-$50K $15,001 - $50,000 1.6% of book |
| Feb 10, 2022 | Jan 14, 2022 27 days to disclose | ↓sold | Stryker Corporation (SYK) | Missed gain·−$1.8K-22.8% +30.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Dec 31, 2021 | Dec 21, 2021 10 days to disclose | ↓sold | Stryker Corporation (SYK) | Missed gain·−$2.2K-27.8% +26.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Dec 31, 2021 | Dec 21, 2021 10 days to disclose | ↓sold | Stryker Corporation (SYK) | Missed gain·−$2.2K-27.8% +26.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Dec 31, 2021 | Dec 2, 2021 29 days to disclose | ↑bought | Microsoft Corporation (MSFT) | Good buy·+$2.7K+33.9% −86.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Dec 31, 2021 | Dec 2, 2021 29 days to disclose | ↑bought | Stryker Corporation (SYK) | Good buy·+$2.6K+32.4% −23.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
| Dec 31, 2021 | Nov 19, 2021 42 days to disclose | ↓sold | Abbott laboratories (ABT) | Smart sell·+$9.2K+28.2% +80.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.6% of book |
| Nov 17, 2021 | Oct 19, 2021 29 days to disclose | ↓sold | Stryker Corporation (SYK) | Missed gain·−$1.7K-20.9% +37.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.4% of book |
Their record vs the S&P 500
82 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio−$105.7K
S&P 500 benchmark−$175.4K
Alpha+$69.7K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume
Oversight committees · 0
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No committee assignments on record.