Congressional stock trades · Member
Beto O’Rourke
Former representative · TX-16 · Democrat
No published transactions from periodic transaction reports since 2020. Holdings from 2 annual reports are below.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2017 report.
35 assets with a value on the report filed 2018-05-14. 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) |
|---|---|---|---|
| 529 College Savings Plan-Henry O'Rourke | Fund | Dependent | $15,001 - $50,000 |
| 529 College Savings Plan-Molly O'Rourke | Fund | Dependent | $15,001 - $50,000 |
| 529 College Savings Plan-Ulysses O'Rourke | Fund | Dependent | $1,001 - $15,000 |
| American GW FD of America F2 | Fund | Joint | $1,001 - $15,000 |
| Amy- checking- Capital Bank | Other | Member | $50,001 - $100,000 |
| Federated Ultrashort Bond SS | Fund | Spouse | $1,001 - $15,000 |
| Prudential SH-TM Corp Bond Z | Fund | Spouse | $1 - $1,000 |
| Beto- checking- Wells Fargo | Other | Member | $1,001 - $15,000 |
| Blackrock Equity Dividend I | Fund | Joint | $1,001 - $15,000 |
| Blackrock US Opportunities INS | Fund | Joint | None |
| GOLDMAN SACHS FINANCIAL SQUARE TREASURY INSTRUMENTS FUND | Fund | Spouse | $100,001 - $250,000 |
| Congress Mid Cap Growth Instl | Fund | Joint | $1,001 - $15,000 |
| Delaware Small Cap Value INST | Fund | Joint | $1,001 - $15,000 |
| DEUTSCHE SMALL CAP VALUE S | Fund | Joint | None |
| E V Income Fund of Boston I | Fund | Joint | $1,001 - $15,000 |
| Imperial Arms LLC | Other | Member | None |
| Invesco Developing Markets Y | Fund | Joint | $1,001 - $15,000 |
| Invesco INTL Growth Y | Fund | Joint | $1,001 - $15,000 |
| Invesco Prem US GOVT MNY INST | Fund | Joint | $1,001 - $15,000 |
| Fidelity Advanced Freedom 2045 CL T | Fund | Spouse | $1,001 - $15,000 |
| Fidelity Advanced Freedom 2040 CLA | Fund | Member | $15,001 - $50,000 |
| Joint Morgan Stanley Savings Account | Other | Joint | $1,001 - $15,000 |
| JP Morgan Mid Cap Value S | Fund | Joint | $1,001 - $15,000 |
| JP Morgan RSRCH MKT NEUTRA SEL | Fund | Joint | $1,001 - $15,000 |
| Metropolitan WST TOT RET BD I | Fund | Joint | $1,001 - $15,000 |
| MFS Growth Allocation A | Fund | Joint | $100,001 - $250,000 |
| Amount owed to the filer (debtor not shown) | Other | Spouse | $1,000,001 - $5,000,000 |
| Amount owed to the filer (debtor not shown) | Other | Spouse | $250,001 - $500,000 |
| Peppertree Square Ltd | Other | Member | $1,000,001 - $5,000,000 |
| Peppertree Square LTD | Other | Member | $1,000,001 - $5,000,000 |
| Prudential GLB Real Estate Z | Fund | Joint | $1,001 - $15,000 |
| Stanton Street Technology Group | Other | Spouse | None |
| Teacher Retirement System of Texas | Other | Spouse | Undetermined |
| Thornburg INTL Value I | Fund | Joint | $1,001 - $15,000 |
| Virtus Multi Sect SHT TRM BDI | Fund | Joint | $15,001 - $50,000 |
How reports are read: holdings methodology.