Congressional stock trades · Member
Susie Lee
Representative · NV-3 · Democrat
864 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 7 annual reports are below.
Current committees: House Committee on Appropriations; House Committee on Natural Resources.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2021-07-13 | 2021-06-15 | 28 | Joint | ALLYAlly Financial Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-10 | 33 | Joint | WHRWhirlpool Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-10 | 33 | Joint | CWHCamping World Holdings, Inc. Class A Commom Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-10 | 33 | Joint | AGCOAGCO Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-10 | 33 | Joint | Black Knight, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-10 | 33 | Joint | PIIPolaris Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-10 | 33 | Joint | TAPMolson Coors Beverage Company Class B | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-10 | 33 | Joint | SCIService Corporation International | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-10 | 33 | Joint | Westrock Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-10 | 33 | Joint | LYVLive Nation Entertainment, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-10 | 33 | Joint | WLKWestlake Chemical Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-10 | 33 | Joint | LDOSLeidos Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-10 | 33 | Joint | ELANElanco Animal Health Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-10 | 33 | Joint | BALLBall Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-09 | 34 | Joint | SBUXStarbucks Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-09 | 34 | Joint | CDNSCadence Design Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-09 | 34 | Joint | SHWSherwin-Williams Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-13 | 2021-06-09 | 34 | Joint | TERTeradyne, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-27 | 18 | Joint | DINDine Brands global, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-27 | 18 | Joint | CommScope Holding Company, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-27 | 18 | Joint | WSMWilliams-Sonoma, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-27 | 18 | Joint | SYFSynchrony Financial | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-27 | 18 | Joint | DLTRDollar Tree, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | SVCService Properties Trust - Shares of Beneficial Interest | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | LYVLive Nation Entertainment, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | AHCOAdaptHealth Corp. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | FMCFMC Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | PLNTPlanet Fitness, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | CHGGChegg, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | SWKStanley Black & Decker, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | Hologic, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | BALYBally's Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | CZRCaesars Entertainment, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | BFAMBright Horizons Family Solutions Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | CLVTClarivate Plc Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | PHMPultegroup, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | FOURShift4 Payments, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | PANWPalo Alto Networks, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | DINDine Brands global, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | TDYTeledyne Technologies Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | PFGCPerformance Food group Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | SYFSynchrony Financial | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | TNLTravel Leisure Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | ALGMAllegro MicroSystems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | CARRCarrier global Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-26 | 19 | Joint | CommScope Holding Company, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-24 | 21 | Joint | Vivint Smart Home, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-21 | 24 | Joint | Brooks Automation, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-21 | 24 | Joint | SVCService Properties Trust - Shares of Beneficial Interest | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-21 | 24 | Joint | ZZillow group, Inc. - Class C Capital Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-21 | 24 | Joint | AEISAdvanced Energy Industries, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-18 | 27 | Joint | WDAYWorkday, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-18 | 27 | Joint | STZConstellation Brands, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-18 | 27 | Joint | MKTXMarketAxess Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-18 | 27 | Joint | GPNGlobal Payments Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | WHRWhirlpool Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | PHMPultegroup, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | BFAMBright Horizons Family Solutions Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | GTThe goodyear Tire & Rubber Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | CHDNChurchill Downs, Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | TAPMolson Coors Beverage Company Class B | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | CARRCarrier global Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | PIIPolaris Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | CWHCamping World Holdings, Inc. Class A Commom Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | RXTRackspace Technology, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | LYVLive Nation Entertainment, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | TNLTravel Leisure Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | AGCOAGCO Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | UAAUnder Armour, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | BLDRBuilders FirstSource, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | SYFSynchrony Financial | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | L Brands, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | SWKStanley Black & Decker, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | CZRCaesars Entertainment, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-14 | 31 | Joint | GFLGFL Environmental Inc. Subordinate voting shares, no par value | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-11 | 34 | Joint | CPAYFleetCor Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-11 | 34 | Joint | HASIHannon Armstrong Sustainable Infrastructure Capital, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-11 | 34 | Joint | CNCCentene Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-11 | 34 | Joint | LWLamb Weston Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-11 | 34 | Joint | CDK global, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-14 | 2021-05-04 | 41 | Joint | SABRSabre Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-10 | 2021-04-27 | 13 | Joint | JOESt. Joe Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-05-10 | 2021-04-26 | 14 | Joint | SAICSCIENCE APPLICATIONS INTERNATIONAL CORPORATION | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-10 | 2021-04-26 | 14 | Joint | L Brands, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-10 | 2021-04-26 | 14 | Joint | TAPMolson Coors Beverage Company Class B | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-10 | 2021-04-21 | 19 | Joint | MRVLMarvell Technology, Inc. | Exchange | $1.00 | Clerk → |
| 2021-05-10 | 2021-04-14 | 26 | Joint | SCIService Corporation International | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-05-10 | 2021-04-01 | 39 | Joint | TERTeradyne, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-25 | 41 | Joint | RSGRepublic Services, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-25 | 41 | Joint | SABRSabre Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-25 | 41 | Joint | ECLEcolab Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-25 | 41 | Joint | Diversey Holdings Ltd (NASDAQ: DESY) | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-24 | 42 | Joint | WSMWilliams-Sonoma, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-23 | 43 | Joint | EQIXEquinix, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-23 | 43 | Joint | FISFidelity National Information Services, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-23 | 43 | Joint | CRWDCrowdStrike Holdings, Inc. - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2021-05-05 | 2021-03-11 | 55 ·>45 | Joint | REZIResideo Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-11 | 55 ·>45 | Joint | CommScope Holding Company, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-11 | 55 ·>45 | Joint | Vivint Smart Home, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-10 | 56 ·>45 | Joint | LWLamb Weston Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-10 | 56 ·>45 | Joint | SABRSabre Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-10 | 56 ·>45 | Joint | PLNTPlanet Fitness, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-10 | 56 ·>45 | Joint | USFDUS Foods Holding Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-08 | 58 ·>45 | Joint | WWayfair Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-08 | 58 ·>45 | Joint | PLNTPlanet Fitness, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-08 | 58 ·>45 | Joint | COLDAmericold Realty Trust Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-08 | 58 ·>45 | Joint | POOLPool Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-08 | 58 ·>45 | Joint | SABRSabre Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-05 | 61 ·>45 | Joint | LHXL3Harris Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-05 | 61 ·>45 | Joint | BALYBally's Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-03-05 | 61 ·>45 | Joint | ORealty Income Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-25 | 14 | Joint | LEALear Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-25 | 14 | Joint | BKRBaker Hughes Company Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-25 | 14 | Joint | COLDAmericold Realty Trust Common Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-25 | 14 | Joint | DPZDomino's Pizza Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-25 | 14 | Joint | ORealty Income Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-25 | 14 | Joint | STORE Capital Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-25 | 14 | Joint | BALYBally's Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-25 | 14 | Joint | TRUTransUnion | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-23 | 16 | Joint | Brooks Automation, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-23 | 16 | Joint | CHTRCharter Communications, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-23 | 16 | Joint | TMUST-Mobile US, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-23 | 16 | Joint | TERTeradyne, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-23 | 16 | Joint | CDNSCadence Design Systems, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-23 | 16 | Joint | LWLamb Weston Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-23 | 16 | Joint | POOLPool Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-23 | 16 | Joint | ZZillow group, Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-23 | 16 | Joint | CHGGChegg, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-23 | 16 | Joint | AEISAdvanced Energy Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-23 | 16 | Joint | BKRBaker Hughes Company Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-19 | 20 | Joint | CHTRCharter Communications, Inc. - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-19 | 20 | Joint | FISFidelity National Information Services, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-19 | 20 | Joint | CNCCentene Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-19 | 20 | Joint | ECLEcolab Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-19 | 20 | Joint | TMUST-Mobile US, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-19 | 20 | Joint | RXTRackspace Technology, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-18 | 21 | Joint | Evoqua Water Technologies Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-18 | 21 | Joint | LESLLeslie's, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-17 | 22 | Joint | CHGGChegg, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-12 | 27 | Joint | CDNSCadence Design Systems, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-12 | 27 | Joint | AEISAdvanced Energy Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-12 | 27 | Joint | Berry global group, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-12 | 27 | Joint | LHXL3Harris Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-12 | 27 | Joint | GPKGraphic Packaging Holding Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-12 | 27 | Joint | UAAUnder Armour, Inc. Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-12 | 27 | Joint | ALGMAllegro MicroSystems, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-12 | 27 | Joint | CCICrown Castle International Corp. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-12 | 27 | Joint | GDDYGoDaddy Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-11 | 28 | Joint | WHWyndham Hotels & Resorts, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-11 | 28 | Joint | LESLLeslie's, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-11 | 28 | Joint | WWayfair Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-11 | 28 | Joint | AHCOAdaptHealth Corp. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-09 | 30 | Joint | FISFidelity National Information Services, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-09 | 30 | Joint | DELLDell Technologies Inc. Class C | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-09 | 30 | Joint | AEISAdvanced Energy Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-09 | 30 | Joint | BLDRBuilders FirstSource, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-09 | 30 | Joint | TMUST-Mobile US, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-09 | 30 | Joint | HCAHCA Healthcare, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-09 | 30 | Joint | Brooks Automation, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-09 | 30 | Joint | WCCWESCO International, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-09 | 30 | Joint | AHCOAdaptHealth Corp. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-09 | 30 | Joint | LEALear Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-09 | 30 | Joint | MRVLMarvell Technology group Ltd. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-09 | 30 | Joint | ECLEcolab Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-05 | 34 | Joint | LHXL3Harris Technologies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-05 | 34 | Joint | DOVDover Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-05 | 34 | Joint | CCICrown Castle International Corp. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-05 | 34 | Joint | ALGMAllegro MicroSystems, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-11 | 2021-02-05 | 34 | Joint | TDYTeledyne Technologies Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-28 | 13 | Joint | CDWCDW Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-28 | 13 | Joint | ZZillow group, Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-28 | 13 | Joint | MKTXMarketAxess Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-28 | 13 | Joint | FTNTFortinet, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-28 | 13 | Joint | MATMattel, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-28 | 13 | Joint | CRWDCrowdStrike Holdings, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-28 | 13 | Joint | DLTRDollar Tree, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-28 | 13 | Joint | The AZEK Company Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-28 | 13 | Joint | DELLDell Technologies Inc. Class C | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-28 | 13 | Joint | GOGrocery Outlet Holding Corp. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-22 | 19 | Joint | AHCOAdaptHealth Corp. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-22 | 19 | Joint | The AZEK Company Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-15 | 26 | Joint | ROPRoper Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-15 | 26 | Joint | VRTVertiv Holdings, LLC Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-15 | 26 | Joint | VNTVontier Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-13 | 28 | Joint | GTThe goodyear Tire & Rubber Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-13 | 28 | Joint | FISVFiserv, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-13 | 28 | Joint | CACICACI International, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-13 | 28 | Joint | VNTVontier Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-13 | 28 | Joint | ChampionX Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-13 | 28 | Joint | VRTVertiv Holdings, LLC Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-13 | 28 | Joint | DLRDigital Realty Trust, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-13 | 28 | Joint | Duke Realty Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-13 | 28 | Joint | CPAYFleetCor Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-13 | 28 | Joint | LESLLeslie's, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-12 | 29 | Joint | Westrock Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-12 | 29 | Joint | Duke Realty Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-12 | 29 | Joint | Wesco Aircraft Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-12 | 29 | Joint | LESLLeslie's, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-12 | 29 | Joint | Realogy Holdings Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-12 | 29 | Joint | GTThe goodyear Tire & Rubber Company | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
54 assets with a value on the report filed 2026-08-12, 9 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) |
|---|---|---|---|
| Residential Duplex Rental Property at 1008 and 1010 in Georgetown, TX | Other | Member | $250,001 - $500,000 |
| Residential Duplex Rental Property at 1011 and 1015 in Georgetown, TX | Other | Member | $250,001 - $500,000 |
| Residential Duplex Rental Property at 1035 and 1036 in Georgetown, TX | Other | Member | $500,001 - $1,000,000 |
| Fidelity Capital and Income Fund | Fund | Member | None |
| Fidelity Treasury Money Market Fund | Other | Member | $1,001 - $15,000 |
| FGDLFranklin Responsibly Sourced Gold ETF | Fund | Member | $1,001 - $15,000 |
| FLLFull House Resorts, Inc. - Common Stock | Stock | Member | $250,001 - $500,000 |
| iShares Core S&P 500 ETF | Fund | Member | None |
| iShares ESG Advanced MSCI EAFE ETF | Fund | Member | None |
| iShares ESG Advanced MSCI USA ETF | Fund | Member | $15,001 - $50,000 |
| iShares ESG Advanced Universal USD Bond ETF | Fund | Member | $100,001 - $250,000 |
| iShares ESG Aware 1-5 Year USD Corporate Bond ETF | Fund | Member | $15,001 - $50,000 |
| iShares ESG Aware MSCI EAFE ETF | Fund | Member | $1,001 - $15,000 |
| iShares ESG Aware MSCI EM ETF | Fund | Member | $15,001 - $50,000 |
| iShares ESG Aware MSCI USA ETF | Fund | Member | $15,001 - $50,000 |
| iShares ESG Aware MSCI USA Value ETF | Fund | Member | $15,001 - $50,000 |
| iShares ESG Aware U.S. Aggregate Bond ETF | Fund | Member | $50,001 - $100,000 |
| iShares ESG Aware USD Corporate Bond ETF | Fund | Member | $50,001 - $100,000 |
| iShares ESG MSCI KLD 400 ETF | Fund | Member | $15,001 - $50,000 |
| iShares U.S. Carbon Transition Readiness Aware Active ETF | Fund | Member | $15,001 - $50,000 |
| iShares World ex U.S. Carbon Transition Readiness Aware Active ETF | Fund | Member | $1,001 - $15,000 |
| American Century One Choice 2035 Portfolio - I Class | Fund | Member | $1,001 - $15,000 |
| CCLCarnival Corporation Ltd. Common Shares | Stock | Member | None |
| Cash in Account | Other | Member | $15,001 - $50,000 |
| Fidelity Magellan | Fund | Member | None |
| Fidelity Treasury Money Market Fund | Fund | Member | $1,001 - $15,000 |
| FGDLFranklin Responsibly Sourced Gold ETF | Fund | Member | $15,001 - $50,000 |
| Franklin S&P 500 Index Fund Class A | Fund | Member | None |
| Golden Entertainment, Inc. - Common Stock | Stock | Member | None |
| iShares Core S&P 500 ETF | Fund | Member | None |
| iShares ESG Advanced MSCI EAFE ETF | Fund | Member | $15,001 - $50,000 |
| iShares ESG Advanced MSCI USA ETF | Fund | Member | $100,001 - $250,000 |
| iShares ESG Advanced Universal USD Bond ETF | Fund | Member | $100,001 - $250,000 |
| iShares ESG Aware 1-5 Year USD Corporate Bond ETF | Fund | Member | $50,001 - $100,000 |
| iShares ESG Aware MSCI EAFE ETF | Fund | Member | $15,001 - $50,000 |
| iShares ESG Aware MSCI EM ETF | Fund | Member | $50,001 - $100,000 |
| iShares ESG Aware MSCI USA ETF | Fund | Member | $50,001 - $100,000 |
| iShares ESG Aware U.S. Aggregate Bond ETF | Fund | Member | $250,001 - $500,000 |
| iShares ESG Aware USD Corporate Bond ETF | Fund | Member | $250,001 - $500,000 |
| iShares ESG MSCI KLD 400 ETF | Fund | Member | $100,001 - $250,000 |
| iShares iBoxx $ Investment Grade Corporate Bond ETF | Fund | Member | $1,001 - $15,000 |
| iShares MSCI Japan Index Fund | Fund | Member | None |
| iShares U.S. Carbon Transition Readiness Aware Active ETF | Fund | Member | $100,001 - $250,000 |
| iShares World ex U.S. Carbon Transition Readiness Aware Active ETF | Fund | Member | $15,001 - $50,000 |
| MARMarriott International - Class A Common Stock | Stock | Member | None |
| VACMarriott Vacations Worldwide Corporation Common Stock | Stock | Member | None |
| SONYSony Group Corporation American Depositary Shares | Stock | Member | None |
| SBUXStarbucks Corporation - Common Stock | Stock | Member | None |
| TNCTennant Company Common Stock | Stock | Member | None |
| Cash in Account | Other | Member | $1,001 - $15,000 |
| Fidelity Institutional Money Market Funds: Treasury Only Pt Cl I | Fund | Member | $500,001 - $1,000,000 |
| Fidelity Treasury Money Market Fund | Fund | Member | None |
| FLLFull House Resorts, Inc. - Common Stock | Stock | Member | None |
| SBUXStarbucks Corporation - Common Stock | Stock | Member | None |
How reports are read: holdings methodology.