Congressional stock trades · Member
Michael C. Burgess
Former representative · TX-26 · Republican
129 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 8 annual reports are below.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2024-10-01 | 2024-08-30 | 32 | Member | ILMNIllumina, Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-09-24 | 2024-09-03 | 21 | Spouse | ILMNIllumina, Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-08-12 | 2024-07-25 | 18 | Spouse | RYRoyal Bank Of Canada Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-07-31 | 2024-07-22 | 9 | Spouse | UPSUnited Parcel Service, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-07-31 | 2024-07-16 | 15 | Spouse | RYRoyal Bank Of Canada Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-07-31 | 2024-07-16 | 15 | Member | RYRoyal Bank Of Canada Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-05-02 | 2024-04-10 | 22 | Member | ABBVAbbVie Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-05-02 | 2024-04-10 | 22 | Member | IBMInternational Business Machines Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-05-02 | 2024-04-10 | 22 | Member | MRKMerck & Company, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-05-02 | 2024-04-10 | 22 | Member | iShares International Inflation-Linked Bond ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-04-10 | 2024-03-11 | 30 | Spouse | XOMExxon Mobil Corporation Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-04-10 | 2024-03-11 | 30 | Spouse | ILMNIllumina, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-03-22 | 2024-03-11 | 11 | Member | ILMNIllumina, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-03-22 | 2024-03-01 | 21 | Member | Walgreens Boots Alliance, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-26 | 10 | Spouse | BBYBest Buy Co., Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-03-07 | 2024-02-23 | 13 | Member | BBYBest Buy Co., Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-03-07 | 2024-02-12 | 24 | Spouse | ILMNIllumina, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-12 | 24 | Member | ILMNIllumina, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-12 | 24 | Member | ILMNIllumina, Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-03-07 | 2024-02-09 | 27 | Member | PANWPalo Alto Networks, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2024-03-07 | 2024-02-09 | 27 | Member | ILMNIllumina, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-02-05 | 2024-01-12 | 24 | Member | VLOValero Energy Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2024-02-05 | 2024-01-12 | 24 | Member | BXBlackstone Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2024-01-22 | 2024-01-10 | 12 | Spouse | RYRoyal Bank Of Canada | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-22 | 2024-01-10 | 12 | Spouse | RYRoyal Bank Of Canada | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-22 | 2024-01-02 | 20 | Spouse | ILMNIllumina, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-01-22 | 2024-01-02 | 20 | Spouse | PANWPalo Alto Networks, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2024-01-22 | 2024-01-02 | 20 | Spouse | AMDAdvanced Micro Devices, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-22 | 2024-01-02 | 20 | Spouse | XOMExxon Mobil Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-01-22 | 2024-01-02 | 20 | Spouse | VLOValero Energy Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2024-01-22 | 2024-01-02 | 20 | Spouse | BXBlackstone Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2024-01-22 | 2024-01-02 | 20 | Member | ILMNIllumina, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-22 | 2024-01-02 | 20 | Spouse | AMGNAmgen Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2024-01-22 | 2024-01-02 | 20 | Spouse | ILMNIllumina, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-01-08 | 2023-12-15 | 24 | Spouse | UPSUnited Parcel Service, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-08 | 2023-12-15 | 24 | Spouse | UPSUnited Parcel Service, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-08 | 2023-12-14 | 25 | Member | UPSUnited Parcel Service, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-08 | 2023-12-14 | 25 | Member | UPSUnited Parcel Service, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-12-18 | 2023-12-08 | 10 | Member | BXBlackstone Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-12-18 | 2023-12-08 | 10 | Member | VLOValero Energy Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-12-18 | 2023-12-08 | 10 | Member | PANWPalo Alto Networks, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-12-18 | 2023-12-08 | 10 | Member | ABBVAbbVie Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-18 | 2023-12-08 | 10 | Member | BXBlackstone Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-12-18 | 2023-12-06 | 12 | Member | CMECME Group Inc. - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2023-10-03 | 2023-09-25 | 8 | Spouse | BXBlackstone Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-10-03 | 2023-09-15 | 18 | Member | MSFTMicrosoft Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-10-03 | 2023-09-13 | 20 | Member | MRKMerck & Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-09-06 | 2023-08-22 | 15 | Spouse | PRUPrudential Financial, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-09-06 | 2023-08-22 | 15 | Spouse | BBYBest Buy Co., Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-09-06 | 2023-08-22 | 15 | Spouse | STLAStellantis N.V. Common Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-09-06 | 2023-08-14 | 23 | Spouse | BRK.BBerkshire Hathaway Inc. New | Sale | $15,001 - $50,000 | Clerk → |
| 2023-09-06 | 2023-08-14 | 23 | Spouse | GOOGLAlphabet Inc. - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2023-09-06 | 2023-08-14 | 23 | Spouse | AMZNAmazon.com, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-09-06 | 2023-08-09 | 28 | Spouse | RYRoyal Bank Of Canada | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-09-06 | 2023-08-09 | 28 | Spouse | BXBlackstone Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-09-06 | 2023-08-09 | 28 | Spouse | UPSUnited Parcel Service, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-09-06 | 2023-08-09 | 28 | Spouse | AMDAdvanced Micro Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-09-05 | 2023-08-14 | 22 | Spouse | ABBVAbbVie Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-09-05 | 2023-08-09 | 27 | Member | CMECME Group Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-09-05 | 2023-08-09 | 27 | Member | CCChemours Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-09-05 | 2023-08-09 | 27 | Member | UPSUnited Parcel Service, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-08-08 | 2023-07-21 | 18 | Member | CIThe Cigna Group | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-08 | 2023-07-21 | 18 | Member | PSXPhillips 66 | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-08 | 2023-07-17 | 22 | Spouse | BXBlackstone Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-08-08 | 2023-07-14 | 25 | Member | BXBlackstone Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-07-18 | 2023-07-06 | 12 | Spouse | AMZNAmazon.com, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-07-18 | 2023-07-06 | 12 | Spouse | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-18 | 2023-07-06 | 12 | Spouse | CCChemours Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-07-18 | 2023-07-06 | 12 | Spouse | AMZNAmazon.com, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-07-18 | 2023-07-06 | 12 | Spouse | GOOGLAlphabet Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-07-18 | 2023-07-06 | 12 | Spouse | CCChemours Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-07-18 | 2023-07-06 | 12 | Spouse | ABBVAbbVie Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-06-15 | 2023-06-01 | 14 | Spouse | BXBlackstone Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-14 | 2023-04-10 | 4 | Spouse | MSFTMicrosoft Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-14 | 2023-04-05 | 9 | Member | AMGNAmgen Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-14 | 2023-04-05 | 9 | Member | TXNTexas Instruments Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-04-14 | 2023-04-05 | 9 | Member | PSXPhillips 66 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-14 | 2023-03-17 | 28 | Member | SYKStryker Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-03-14 | 2023-02-24 | 18 | Member | CIThe Cigna Group | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-14 | 2023-02-24 | 18 | Member | AAPAdvance Auto Parts Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-14 | 2023-02-24 | 18 | Member | AAPAdvance Auto Parts Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-14 | 2023-02-24 | 18 | Member | BXBlackstone Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-14 | 2023-02-24 | 18 | Member | SYKStryker Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-03 | 2023-02-24 | 7 | Spouse | MSFTMicrosoft Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-03 | 2023-02-24 | 7 | Spouse | AAPAdvance Auto Parts Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-03 | 2023-02-24 | 7 | Spouse | BXBlackstone Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-03 | 2023-02-24 | 7 | Spouse | AAPAdvance Auto Parts Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-03 | 2023-02-24 | 7 | Spouse | BXBlackstone Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-09 | 2023-01-20 | 20 | Member | DISWalt Disney Company | Sale | $15,001 - $50,000 | Clerk → |
| 2023-01-25 | 2023-01-03 | 22 | Spouse | SYKStryker Corporation | Sale | $100,001 - $250,000 | Clerk → |
| 2023-01-25 | 2022-12-30 | 26 | Member | SYKStryker Corporation | Sale | $100,001 - $250,000 | Clerk → |
| 2022-12-08 | 2022-11-29 | 9 | Member | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-16 | 22 | Member | DISWalt Disney Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-12-08 | 2022-11-16 | 22 | Member | DISWalt Disney Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-11 | 27 | Member | MSMorgan Stanley | Sale | $15,001 - $50,000 | Clerk → |
| 2022-11-29 | 2022-11-28 | 1 | Spouse | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-29 | 2022-10-24 | 36 | Spouse | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-15 | 2022-10-25 | 21 | Member | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-02 | 2022-10-07 | 26 | Member | MSMorgan Stanley | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-11-02 | 2022-10-07 | 26 | Member | MSMorgan Stanley | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-09-20 | 2022-08-31 | 20 | Spouse | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-08-05 | 2022-07-22 | 14 | Member | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-08-05 | 2022-07-22 | 14 | Spouse | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-08-05 | 2022-07-15 | 21 | Member | AMZNAmazon.com, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-06-27 | 2022-06-21 | 6 | Spouse | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-27 | 2022-06-14 | 13 | Member | AMZNAmazon.com, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-06-27 | 2022-06-14 | 13 | Member | AMZNAmazon.com, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-03 | 2022-05-24 | 10 | Member | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-03 | 2022-05-23 | 11 | Spouse | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-29 | 2022-04-18 | 11 | Member | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-29 | 2022-04-18 | 11 | Spouse | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-29 | 2022-03-21 | 39 | Spouse | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-15 | 2022-03-21 | 25 | Member | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-15 | 2022-03-18 | 28 | Member | BRK.BBerkshire Hathaway Inc. New | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2022-03-23 | 2022-02-23 | 28 | Member | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-09 | 22 | Member | FFord Motor Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-09 | 22 | Member | BRK.BBerkshire Hathaway Inc. New | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-10 | 2022-01-27 | 14 | Spouse | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-10 | 2022-01-14 | 27 | Member | DISWalt Disney Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-01-27 | 2022-01-07 | 20 | Member | ABTAbbott laboratories | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-12-31 | 2021-12-21 | 10 | Spouse | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-12-31 | 2021-12-21 | 10 | Member | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-12-31 | 2021-12-02 | 29 | Member | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-31 | 2021-12-02 | 29 | Member | ABTAbbott laboratories | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-31 | 2021-12-02 | 29 | Member | DISWalt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-31 | 2021-11-23 | 38 | Member | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-12-31 | 2021-11-19 | 42 | Member | CICigna Corporation | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2021-11-17 | 2021-10-19 | 29 | Spouse | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-17 | 2021-10-14 | 34 | Member | SYKStryker Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2023 report.
100 assets with a value on the report filed 2024-08-13, 50 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| AALAmerican Airlines Group, Inc. | Stock | Member | $1 - $1,000 |
| BBWIBath & Body Works, Inc. | Stock | Member | $1 - $1,000 |
| BHFBrighthouse Financial, Inc. | Stock | Spouse | $1 - $1,000 |
| E Trade (Formerly Capital One Investing Cash Balance) | Other | Spouse | $1 - $1,000 |
| Fidelity Capital Appreciation | Fund | Joint | $1,001 - $15,000 |
| Fidelity Cash Reserves | Other | Joint | $1,001 - $15,000 |
| Fidelity Contrafund | Fund | Joint | $100,001 - $250,000 |
| iShares MSCI Austria Capped Investable Market Index Fund | Stock | Member | $1 - $1,000 |
| METMetLife, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Mineral Rights | Other | Member | Undetermined |
| Mineral Rights | Other | Member | Undetermined |
| Mineral Rights | Other | Joint | Undetermined |
| Non Investment Residence | Other | Joint | $100,001 - $250,000 |
| Non Investment Residence | Other | Joint | $250,001 - $500,000 |
| Northwest Mutual Life Insurance-65 Life 1987-whole | Other | Member | $100,001 - $250,000 |
| Northwest Mutual Life Insurance-65 Life 1988-whole | Other | Member | $50,001 - $100,000 |
| Northwest Mutual Life Insurance-65 Life 1989-whole | Other | Member | $50,001 - $100,000 |
| Northwest Mutual Life Insurance-65 Life 1991b-whole | Other | Member | $100,001 - $250,000 |
| Northwest Mutual Life Insurance-65 Life 1991-whole | Other | Member | $100,001 - $250,000 |
| Northwestern Mutual Life Ins Co | Other | Member | $1,001 - $15,000 |
| OBEObsidian Energy Ltd. | Stock | Member | $1 - $1,000 |
| OPKOPKO Health Inc. | Stock | Member | $1 - $1,000 |
| Point Bank | Other | Joint | $250,001 - $500,000 |
| Primary Residence | Other | Joint | $500,001 - $1,000,000 |
| Primary Residence | Other | Joint | None |
| Schwab Cash Account (Cultivar Joint 1753) | Other | Joint | $1 - $1,000 |
| Schwab Cash Account (Cultivar Joint 3289) | Other | Joint | $1,001 - $15,000 |
| Schwab f/k/a TD Ameritrade Insured Deposit | Other | Member | $1 - $1,000 |
| Champlain Small Company Fund Institutional Shares | Fund | Joint | $15,001 - $50,000 |
| EA Series Trust Alpha Architect Tail Risk ETF | Fund | Joint | $15,001 - $50,000 |
| ETF Opportunities Trust Cultivar ETF | Fund | Joint | $50,001 - $100,000 |
| First Eagle Overseas Fund Class I | Fund | Joint | $15,001 - $50,000 |
| Gateway Fund Class Y | Fund | Joint | $15,001 - $50,000 |
| Hussman Strategic Growth Fd | Fund | Joint | $15,001 - $50,000 |
| iPath Bloomberg Commodity Index Total Return ETN | Fund | Joint | $15,001 - $50,000 |
| iShares 20+ Year Treasury Bond ETF | Fund | Joint | $15,001 - $50,000 |
| iShares Core U.S. Aggregate Bond ETF | Fund | Joint | $15,001 - $50,000 |
| iShares Global Timber & Forestry ETF | Fund | Joint | $15,001 - $50,000 |
| Loomis Sayles Funds - Bond Fund Institutional Class | Fund | Joint | $15,001 - $50,000 |
| Loomis Sayles Funds - Global Bond Fund Instl Class | Fund | Joint | $50,001 - $100,000 |
| Loomis Sayles Strategic Alpha Fund Class Y | Fund | Joint | $15,001 - $50,000 |
| Schwab Premier Bank (Cultivar Joint 1753) | Other | Joint | $1,001 - $15,000 |
| SPDR S&P Regional Banking ETF | Fund | Joint | $1,001 - $15,000 |
| Thompson Bond Fund | Fund | Joint | $15,001 - $50,000 |
| VanEck Gold Miners ETF | Fund | Joint | $15,001 - $50,000 |
| VanEck Natural Resources ETF | Fund | Joint | $1,001 - $15,000 |
| Schwab Premier Bank (Cultivar Joint 3289) | Other | Joint | $15,001 - $50,000 |
| Schwab Value Advantage Money Market (SNAXX) (Cultivar Joint 3289) | Other | Joint | $500,001 - $1,000,000 |
| LUVSouthwest Airlines Company | Stock | Member | $1 - $1,000 |
| AAPAdvance Auto Parts Inc. | Stock | Spouse | $1,001 - $15,000 |
| AMDAdvanced Micro Devices, Inc. | Stock | Spouse | $1,001 - $15,000 |
| AMXAmerica Movil, S.A.B. de C.V. American Depository Receipt Series L | Stock | Spouse | $1,001 - $15,000 |
| AMGNAmgen Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| BRK.BBerkshire Hathaway Inc. New Common Stock | Stock | Spouse | None |
| BBYBest Buy Co., Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| BXBlackstone Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| CCChemours Company | Stock | Spouse | $15,001 - $50,000 |
| Fidelity Adv. Series - Equity Growth Fund | Fund | Spouse | $50,001 - $100,000 |
| PANWPalo Alto Networks, Inc. | Stock | Spouse | $15,001 - $50,000 |
| PFEPfizer, Inc. | Stock | Spouse | $1,001 - $15,000 |
| PRUPrudential Financial, Inc. Common Stock | Stock | Spouse | None |
| RYRoyal Bank Of Canada Common Stock | Stock | Spouse | $15,001 - $50,000 |
| STLAStellantis N.V. Common Shares | Stock | Spouse | None |
| SYKStryker Corporation Common Stock | Stock | Spouse | None |
| UPSUnited Parcel Service, Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| VLOValero Energy Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| VTRSViatris Inc. | Stock | Spouse | $1 - $1,000 |
| TMToyota Motor Corporation | Stock | Spouse | $1,001 - $15,000 |
| Undeveloped Property | Other | Joint | None |
| Undeveloped Property | Other | Joint | $1,001 - $15,000 |
| Victorias Secret & Co. | Stock | Member | $1 - $1,000 |
| Wells Fargo Bank Deposit Sweep Combined | Other | Joint | $1,001 - $15,000 |
| ABBVAbbVie Inc. | Stock | Member | $1,001 - $15,000 |
| AAPAdvance Auto Parts Inc. | Stock | Member | $1,001 - $15,000 |
| AMXAmerica Movil, S.A.B. de C.V. American Depository Receipt Series L | Stock | Member | $15,001 - $50,000 |
| American Funds Growth Fund of America | Other | Member | $100,001 - $250,000 |
| AMGNAmgen Inc. - Common Stock | Stock | Member | None |
| TAT&T Inc. | Stock | Member | $1,001 - $15,000 |
| BXBlackstone Inc. Common Stock | Stock | Member | $15,001 - $50,000 |
| CCChemours Company | Stock | Member | $15,001 - $50,000 |
| CICigna Corporation | Stock | Member | $1 - $1,000 |
| FFord Motor Company | Stock | Member | $1,001 - $15,000 |
| GEHCGE HealthCare Technologies Inc. - Common Stock | Stock | Member | $1 - $1,000 |
| GEGeneral Electric Company | Stock | Member | $1 - $1,000 |
| INTCIntel Corporation | Stock | Member | $1,001 - $15,000 |
| IBMInternational Business Machines Corporation | Stock | Member | $1,001 - $15,000 |
| iShares TIPS Bond ETF | Fund | Member | $1,001 - $15,000 |
| KDKyndryl Holdings, Inc. | Stock | Member | $1 - $1,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Member | $1 - $1,000 |
| NOKNokia Corporation Sponsored American Depositary Shares | Stock | Member | $1 - $1,000 |
| OBEObsidian Energy Ltd. | Stock | Member | $1 - $1,000 |
| OGNOrganon & Co. | Stock | Member | $1 - $1,000 |
| PANWPalo Alto Networks, Inc. | Stock | Member | $15,001 - $50,000 |
| PSXPhillips 66 Common Stock | Stock | Member | $1 - $1,000 |
| LUVSouthwest Airlines Company | Stock | Member | $1,001 - $15,000 |
| UPSUnited Parcel Service, Inc. Common Stock | Stock | Member | $15,001 - $50,000 |
| VLOValero Energy Corporation Common Stock | Stock | Member | $15,001 - $50,000 |
| WBDWarner Bros. Discovery, Inc. - Series A | Stock | Member | $1 - $1,000 |
| Wright Patterson Congressional Credit Union | Other | Member | $1 - $1,000 |
How reports are read: holdings methodology.