Congressional stock trades · Member
Pete Sessions
Representative · TX-17 · Republican
175 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.
Current committees: House Committee on Financial Services; House Committee on Oversight and Government Reform.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-09-22 | 2026-09-22 | 0 | Spouse | AAPLApple Inc. - Common Stock | Sale | $100,001 - $250,000 | Clerk → |
| 2026-09-18 | 2026-09-14 | 4 | Member | ABBVAbbVie Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-09-18 | 2026-09-14 | 4 | Member | GOOGLAlphabet Inc. - Class A Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-07-24 | 2026-07-24 | 0 | Spouse | ARCCAres Capital Corporation - Closed End Fund | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-09 | 2026-03-09 | 0 | Member | VZVerizon Communications Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-07 | 2025-10-14 | 24 | Joint | VLG FL CDD #14 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-15 | 2025-08-25 | 21 | Member | Tomball TX 889858AE6 | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-06-21 | 2025-06-12 | 9 | Spouse | JNJJohnson & Johnson Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-06-21 | 2025-06-12 | 9 | Spouse | DHRDanaher Corporation Common Stock | Sale | $50,001 - $100,000 | Clerk → |
| 2024-12-19 | 2024-12-18 | 1 | Spouse | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-01 | 2024-11-01 | 0 | Spouse | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-09-16 | 2024-09-16 | 0 | Spouse | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-09-12 | 2024-09-10 | 2 | Spouse | MOAltria Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-09-12 | 2024-09-10 | 2 | Spouse | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-09-12 | 2024-09-09 | 3 | Spouse | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-06-06 | 2024-06-06 | 0 | Spouse | NVSTEnvista Holdings Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-05-22 | 2024-05-21 | 1 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale | $50,001 - $100,000 | Clerk → |
| 2024-03-07 | 2024-03-07 | 0 | Spouse | US Treasury 912797GQ4 | Sale | $100,001 - $250,000 | Clerk → |
| 2024-03-07 | 2024-03-07 | 0 | Spouse | US Treasury 91282CFX4 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-03-07 | 2024-03-07 | 0 | Spouse | US Treasury 912797HR1 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-03-07 | 2024-03-07 | 0 | Spouse | US Treasury 91282CFG1 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-03-07 | 2024-02-29 | 7 | Spouse | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-29 | 2024-02-29 | 0 | Spouse | AAPLApple Inc. - Common Stock | Purchase | $360.00 | Clerk → |
| 2024-02-29 | 2024-02-07 | 22 | Spouse | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-29 | 2024-01-31 | 29 | Spouse | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2023-12-28 | 27 | Spouse | AMTAmerican Tower Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2023-12-28 | 27 | Spouse | CCICrown Castle Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2023-12-28 | 27 | Spouse | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-28 | 2023-12-28 | 0 | Spouse | US Treasury BILL 06/20/2024 912796ZW2 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-12-28 | 2023-12-28 | 0 | Member | CCICrown Castle Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-28 | 2023-12-21 | 7 | Spouse | US TREASURY BILL23U S T BILL DUE 12/21/23 | Sale | $50,001 - $100,000 | Clerk → |
| 2023-12-26 | 2023-12-15 | 11 | Member | BUIBlackRock Utility, Infrastructure & Power Opportunities Trust | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-26 | 2023-12-06 | 20 | Spouse | NVDANVIDIA Corporation | Purchase | $456.00 | Clerk → |
| 2023-12-26 | 2023-11-29 | 27 | Spouse | TAT&T Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-11-07 | 2023-11-03 | 4 | Spouse | MPTMedical Properties Trust, Inc. common stock | Sale | $257.49 | Clerk → |
| 2023-11-07 | 2023-11-02 | 5 | Member | LOWLowe's Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-11-07 | 2023-11-02 | 5 | Member | US Treasury BILL 05/02/2024 | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-11-07 | 2023-11-02 | 5 | Member | BNSBank Nova Scotia Halifax Pfd 3 Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-11-07 | 2023-11-01 | 6 | Member | US TREAS BILLS 0.000 04/25/24 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-11-07 | 2023-11-01 | 6 | Member | WBDWarner Bros. Discovery, Inc. - Series A | Sale | $476.63 | Clerk → |
| 2023-11-07 | 2023-11-01 | 6 | Member | ARCCAres Capital Corporation - Closed End Fund | Sale | $1,001 - $15,000 | Clerk → |
| 2023-11-07 | 2023-11-01 | 6 | Member | MSFTMicrosoft Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-11-07 | 2023-11-01 | 6 | Member | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-11-07 | 2023-10-31 | 7 | Member | TAT&T Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-11-07 | 2023-10-31 | 7 | Member | BPBP p.l.c. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-11-07 | 2023-10-31 | 7 | Member | ETEnergy Transfer LP Common Units | Sale | $15,001 - $50,000 | Clerk → |
| 2023-11-07 | 2023-10-31 | 7 | Member | MCDMcDonald's Corporation | Sale | $100,001 - $250,000 | Clerk → |
| 2023-11-07 | 2023-10-31 | 7 | Member | CCICrown Castle Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-11-07 | 2023-10-31 | 7 | Member | PGProcter & Gamble Company | Sale | $100,001 - $250,000 | Clerk → |
| 2023-11-07 | 2023-10-31 | 7 | Spouse | VZVerizon Communications Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-11-07 | 2023-10-31 | 7 | Member | BUIBlackRock Utility, Infrastructure & Power Opportunities Trust | Sale | $250,001 - $500,000 | Clerk → |
| 2023-11-07 | 2023-10-31 | 7 | Member | LMTLockheed Martin Corporation | Sale | $100,001 - $250,000 | Clerk → |
| 2023-11-07 | 2023-10-31 | 7 | Member | SNOWSnowflake Inc. Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2023-11-07 | 2023-10-31 | 7 | Spouse | CMGChipotle Mexican Grill, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-11-07 | 2023-10-31 | 7 | Member | WBDWarner Bros. Discovery, Inc. - Series A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-11-07 | 2023-10-31 | 7 | Spouse | CMGChipotle Mexican Grill, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-13 | 2023-10-06 | 7 | Spouse | WBDWarner Bros. Discovery, Inc. - Series A | Sale | $493.91 | Clerk → |
| 2023-10-13 | 2023-10-06 | 7 | Spouse | ARCCAres Capital Corporation - Closed End Fund | Purchase | $569.25 | Clerk → |
| 2023-09-23 | 2023-09-22 | 1 | Spouse | US Treasury BILL 03/21/2024 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-09-23 | 2023-09-20 | 3 | Spouse | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-09-23 | 2023-09-13 | 10 | Spouse | US Treasury 912797GQ4 | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-09-23 | 2023-09-12 | 11 | Spouse | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-09-23 | 2023-09-01 | 22 | Spouse | Alerian MLP ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2023-09-05 | 2023-09-05 | 0 | Spouse | AIC3.ai, Inc. Class A | Sale | $314.30 | Clerk → |
| 2023-09-05 | 2023-08-29 | 7 | Spouse | Allied Gaming & Entertainment Inc. | Sale | $1,000.00 | Clerk → |
| 2023-09-05 | 2023-08-21 | 15 | Spouse | MAMastercard Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2023-09-05 | 2023-08-18 | 18 | Spouse | IBMInternational Business Machines Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-09-05 | 2023-08-18 | 18 | Spouse | WBDWarner Bros. Discovery, Inc. - Series A | Sale | $469.21 | Clerk → |
| 2023-09-05 | 2023-08-18 | 18 | Spouse | KOCoca-Cola Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-09-05 | 2023-08-18 | 18 | Spouse | DBRGDigitalBridge Group, Inc. | Sale | $189.48 | Clerk → |
| 2023-08-17 | 2023-08-15 | 2 | Spouse | ARCCAres Capital Corporation - Closed End Fund | Purchase | $155.92 | Clerk → |
| 2023-08-17 | 2023-07-28 | 20 | Spouse | KDKyndryl Holdings, Inc. | Sale | $163.20 | Clerk → |
| 2023-08-17 | 2023-07-28 | 20 | Spouse | US Treasury BILL 01/11/2024 5.472% | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-07-27 | 2023-07-27 | 0 | Member | US Treasury 1.75% 07/31/2024 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-07-27 | 2023-07-24 | 3 | Member | BUIBlackRock Utility, Infrastructure & Power Opportunities Trust | Sale | $15,001 - $50,000 | Clerk → |
| 2023-07-27 | 2023-07-21 | 6 | Spouse | CRMSalesforce, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-27 | 2023-07-20 | 7 | Member | US TREASUR NT 3%06/24UST NOTE DUE 06/30/24 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-15 | 2023-07-14 | 1 | Spouse | US Treasury BILL 12/28/2023 @ 97.587 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-07-15 | 2023-07-14 | 1 | Spouse | ARCCAres Capital Corporation - Closed End Fund | Purchase | $240.80 | Clerk → |
| 2023-06-26 | 2023-06-23 | 3 | Spouse | US Treasury BILL 12/21/2023 912797FV4 | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-06-26 | 2023-06-23 | 3 | Spouse | NVDANVIDIA Corporation | Purchase | $424.53 | Clerk → |
| 2023-06-26 | 2023-06-23 | 3 | Member | US Treasury Bill 912797HA8 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-26 | 2023-06-15 | 11 | Spouse | Discover Financial Services | Sale | $15,001 - $50,000 | Clerk → |
| 2023-06-26 | 2023-06-15 | 11 | Spouse | LULUlululemon athletica inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-06-26 | 2023-06-15 | 11 | Spouse | MDTMedtronic plc. Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-06-26 | 2023-06-15 | 11 | Spouse | AMTAmerican Tower Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-23 | 2023-06-23 | 0 | Spouse | US Treasury BILL 12/21/2023 @ 97.445 | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-06-23 | 2023-06-23 | 0 | Spouse | JPMorgan Chase & Co. OH 5.55% CD 07/29/2024 | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-06-06 | 2023-05-19 | 18 | Member | TOBACCO SETTLEMENT FING CORP VA SER A1 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-15 | 22 | Spouse | US Treasury | Sale | $15,001 - $50,000 | Clerk → |
| 2023-06-06 | 2023-05-15 | 22 | Spouse | US Treasury | Sale | $15,001 - $50,000 | Clerk → |
| 2023-06-06 | 2023-05-15 | 22 | Spouse | US Treasury | Sale | $15,001 - $50,000 | Clerk → |
| 2023-06-06 | 2023-05-15 | 22 | Spouse | US Treasury | Sale | $15,001 - $50,000 | Clerk → |
| 2023-06-06 | 2023-05-15 | 22 | Spouse | US Treasury | Sale | $50,001 - $100,000 | Clerk → |
| 2023-06-06 | 2023-05-14 | 23 | Spouse | US Treasury | Sale | $15,001 - $50,000 | Clerk → |
| 2023-01-17 | 2023-01-17 | 0 | Spouse | US Treasury | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-01-17 | 2023-01-17 | 0 | Member | US Treasury | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-02 | 2022-12-22 | 11 | Spouse | US Treasury Bill 6/22/23 | Purchase | $100,001 - $250,000 | Clerk → |
| 2022-12-09 | 2022-12-09 | 0 | Member | US Treasury | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-11-10 | 2022-11-09 | 1 | Member | US Treasury | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-11-10 | 2022-11-07 | 3 | Member | US Treasury | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-10 | 2022-11-07 | 3 | Member | US Treasury | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-10-10 | 2022-09-27 | 13 | Spouse | VZVerizon Communications Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-10 | 2022-09-21 | 19 | Spouse | MCDMcDonald's Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-09 | 2022-07-08 | 1 | Spouse | DBRGDigitalBridge Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-09 | 2022-07-08 | 1 | Spouse | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-17 | 2022-06-01 | 16 | Member | TOBACCO SETTLEMENT FING CORP VA SER A1 TAXABLE SENIOR B/E CPN [CS] | Sale | $1,001 - $15,000 | Clerk → |
| 2022-04-17 | 2022-04-15 | 2 | Spouse | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-14 | 2022-04-04 | 10 | Member | BUIBlackRock Utility, Infrastructure & Power Opportunities Trust | Sale | $1,001 - $15,000 | Clerk → |
| 2022-04-14 | 2022-03-22 | 23 | Spouse | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-13 | 2022-02-22 | 19 | Spouse | MPTMedical Properties Trust, Inc. common stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-22 | 2021-12-01 | 83 ·>45 | Member | TOBACCO SETTLEMENT FING CORP VA SER A1 TAXABLE SENIOR B/E CPN | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2022-02-22 | 2021-12-01 | 83 ·>45 | Member | US STEEL CORP BONDS CPN | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2022-02-09 | 2 | Member | Invesco QQQ Trust, Series 1 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2022-02-04 | 7 | Member | BNSBank Nova Scotia Halifax Pfd 3 Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2022-01-31 | 11 | Member | DDominion Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2022-01-19 | 23 | Member | PGProcter & gamble Company | Sale | $15,001 - $50,000 | Clerk → |
| 2022-02-11 | 2022-01-19 | 23 | Member | DTEDTE Energy Company | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2022-01-19 | 23 | Member | NEENextEra Energy, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-02-11 | 2022-01-18 | 24 | Member | JNJJohnson & Johnson | Sale | $15,001 - $50,000 | Clerk → |
| 2022-02-11 | 2022-01-18 | 24 | Member | EIXEdison International | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2022-01-18 | 24 | Member | KYNKayne Anderson Energy Infrastructure Fund, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2022-01-18 | 24 | Member | EPDEnterprise Products Partners L.P. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2022-01-18 | 24 | Member | BNSBank Nova Scotia Halifax Pfd 3 Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2022-01-18 | 24 | Member | SPDR Select Sector Fund - Energy Select Sector | Sale | $15,001 - $50,000 | Clerk → |
| 2022-02-11 | 2022-01-18 | 24 | Member | AEEAmeren Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2022-01-18 | 24 | Member | WESWestern Midstream Partners, LP Common units Representing limited Partner Interests | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2022-01-18 | 24 | Member | MDLZMondelez International, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2022-01-18 | 24 | Member | CMCSAComcast Corporation - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2022-01-18 | 24 | Member | TDCTeradata Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2022-01-18 | 24 | Member | ETEnergy Transfer LP Common units | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2022-01-18 | 24 | Member | DTMDT Midstream, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2022-01-18 | 24 | Member | OTISOtis Worldwide Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2021-11-16 | 87 ·>45 | Member | TSMTaiwan Semiconductor Manufacturing Company ltd. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2021-11-16 | 87 ·>45 | Member | COSTCostco Wholesale Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2021-11-08 | 95 ·>45 | Member | BUIBlackRock utility, Infrastructure & Power Opportunities Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2021-11-08 | 95 ·>45 | Member | KRKroger Company | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2021-11-04 | 99 ·>45 | Member | BUIBlackRock utility, Infrastructure & Power Opportunities Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2021-09-08 | 156 ·>45 | Member | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-11 | 2021-08-19 | 176 ·>45 | Member | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-17 | 2021-09-10 | 37 | Member | AAPLApple Inc. | Sale | $100,001 - $250,000 | Clerk → |
| 2021-10-17 | 2021-08-18 | 60 ·>45 | Member | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-17 | 2021-08-16 | 62 ·>45 | Spouse | Invesco QQQ Trust, Series 1 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-08-02 | 13 | Spouse | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-15 | 2021-07-23 | 23 | Member | SRH Hosp, 1% Interest | Purchase | $100,001 - $250,000 | Clerk → |
| 2021-08-15 | 2021-07-13 | 33 | Member | KRKroger Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-09 | 2021-07-07 | 2 | Spouse | Allied Esports Entertainment, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-09 | 2021-07-01 | 8 | Member | Strategy Shares Nasdaq 7HANDL Index ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-09 | 2021-07-01 | 8 | Member | Strategy Shares Nasdaq 7HANDL Index ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-09 | 2021-06-30 | 9 | Member | BNSBank Nova Scotia Halifax Pfd 3 Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-09 | 2021-06-30 | 9 | Member | Strategy Shares Nasdaq 7HANDL Index ETF | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-07-09 | 2021-06-02 | 37 | Member | US STEEL CORP BONDS | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-07-09 | 2021-05-24 | 46 ·>45 | Spouse | BABAAlibaba group Holding Limited American Depositary Shares each representing eight Ordinary share | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-09 | 2021-05-19 | 51 ·>45 | Spouse | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-09 | 2021-05-19 | 51 ·>45 | Spouse | MOAltria group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-09 | 2021-05-05 | 65 ·>45 | Spouse | CCICrown Castle International Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-09 | 2021-05-05 | 65 ·>45 | Member | AMZNAmazon.com, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-07-09 | 2021-05-04 | 66 ·>45 | Member | CCICrown Castle International Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-05-04 | 1 | Member | AMZNAmazon.com, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-05-05 | 2021-05-04 | 1 | Spouse | CCICrown Castle International Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-05-04 | 1 | Spouse | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-03 | 2021-05-03 | 0 | Member | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-03 | 2021-05-03 | 0 | Member | CCICrown Castle International Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-03 | 2021-04-26 | 7 | Member | LOWLowe's Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-03 | 2021-04-20 | 13 | Member | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-03 | 2021-04-20 | 13 | Member | ARCCAres Capital Corporation - Closed End Fund | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-03 | 2021-04-19 | 14 | Spouse | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-03 | 2021-04-19 | 14 | Spouse | CRMSalesforce.com Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-03 | 2021-04-19 | 14 | Member | AIC3.ai, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-03 | 2021-04-14 | 19 | Member | LOWLowe's Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-03 | 2021-04-12 | 21 | Spouse | AMTAmerican Tower Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-03 | 2021-03-10 | 54 ·>45 | Spouse | TSMTaiwan Semiconductor Manufacturing Company Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-03 | 2021-02-09 | 83 ·>45 | Member | LOWLowe's Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-03 | 2021-02-03 | 89 ·>45 | Member | TOBACCO SETTLEMENT FING CORP VA SER A1 TAXABLE SENIOR B/E CPN 6.706% | Purchase | $250,001 - $500,000 | Clerk → |
| 2021-05-03 | 2021-01-20 | 103 ·>45 | Spouse | NIONIO Inc. American depositary shares, each representing one Class A ordinary share | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2016 report.
95 assets with a value on the amended report filed 2018-05-10, 56 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) |
|---|---|---|---|
| APDAir Products and Chemicals, Inc. | Stock | Spouse | $15,001 - $50,000 |
| Alerian MLP ETF | Stock | Spouse | $1,001 - $15,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Spouse | $15,001 - $50,000 |
| CORAmerisourceBergen Corporation | Stock | Spouse | $15,001 - $50,000 |
| AMTRUST FINL SVCS INC | Bond | Member | $50,001 - $100,000 |
| NLYAnnaly Capital Management Inc | Stock | Member | $50,001 - $100,000 |
| TAT&T Inc. | Stock | Member | $1,001 - $15,000 |
| BCEBCE, Inc. | Stock | Spouse | $15,001 - $50,000 |
| BRK.ABerkshire Hathaway Inc. | Stock | Member | $50,001 - $100,000 |
| BPAQFBP PLC Ordinary Shares | Stock | Member | $15,001 - $50,000 |
| CFCF Industries Holdings, Inc. | Stock | Spouse | $1,001 - $15,000 |
| CMGChipotle Mexican Grill, Inc. | Stock | Spouse | $1,001 - $15,000 |
| COKECoca-Cola Bottling Co. Consolidated | Stock | Spouse | $1,001 - $15,000 |
| CVSCVS Health Corporation | Stock | Spouse | $15,001 - $50,000 |
| DFW International Airport | Bond | Member | $15,001 - $50,000 |
| DLTRDollar Tree, Inc. | Stock | Spouse | $15,001 - $50,000 |
| DOWDow Chemical Company | Stock | Spouse | $15,001 - $50,000 |
| LLYEli Lilly and Company | Stock | Spouse | $15,001 - $50,000 |
| LLYEli Lilly and Company | Stock | Spouse | $15,001 - $50,000 |
| Energy Transfer Partners, L.P. ENERGY TRANSFER PARNTERS | Stock | Member | $100,001 - $250,000 |
| Fannie Mae 2.5% | Bond | Spouse | $50,001 - $100,000 |
| FANNIE MAE 2.5% MA2308 | Bond | Spouse | $50,001 - $100,000 |
| FNMA PL AU3746 3.5% | Bond | Spouse | $50,001 - $100,000 |
| GlaxoSmithKline PLC | Stock | Member | $1,001 - $15,000 |
| Industrial Income Trust | Other | Member | $1,001 - $15,000 |
| ABTAbbott Laboratories | Stock | Spouse | $15,001 - $50,000 |
| Allergan plc Ordinary Shares | Stock | Spouse | $15,001 - $50,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Spouse | $1,001 - $15,000 |
| Brown Cap MGMT Small Co | Fund | Spouse | $50,001 - $100,000 |
| COSTCostco Wholesale Corporation | Stock | Spouse | $15,001 - $50,000 |
| CVSCVS Health Corporation | Stock | Spouse | $1,001 - $15,000 |
| DEDeere & Company | Stock | Spouse | None |
| Discover Financial Services | Stock | Spouse | $15,001 - $50,000 |
| DOWDow Chemical Company | Stock | Spouse | $15,001 - $50,000 |
| iShares Russell 2000 Value ETF | Stock | Spouse | $50,001 - $100,000 |
| JNJJohnson & Johnson | Stock | Spouse | $1,001 - $15,000 |
| MFS INTL New Discovery A | Fund | Spouse | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Spouse | $15,001 - $50,000 |
| PEPPepsico, Inc. | Stock | Spouse | $15,001 - $50,000 |
| PAAPlains All American Pipeline, L.P. | Stock | Spouse | $15,001 - $50,000 |
| QCOMQUALCOMM Incorporated | Stock | Spouse | $15,001 - $50,000 |
| The Fresh Market, Inc. | Stock | Spouse | $1,001 - $15,000 |
| The Fresh Market, Inc. | Stock | Spouse | None |
| VZVerizon Communications Inc. | Stock | Spouse | $100,001 - $250,000 |
| GWWW.W. Grainger, Inc. | Stock | Spouse | $15,001 - $50,000 |
| Whiting Petroleum Corporation | Stock | Spouse | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Member | $50,001 - $100,000 |
| KEYSKeysight Technologies Inc. | Stock | Spouse | $1,001 - $15,000 |
| Lincoln Financial Group | Fund | Member | $1,001 - $15,000 |
| Love Field Airport Modernization | Bond | Member | $15,001 - $50,000 |
| Magellan Midstream Partners L.P. Limited Partnership | Stock | Member | $100,001 - $250,000 |
| MAMastercard Incorporated | Stock | Spouse | $15,001 - $50,000 |
| MCDMcDonald's Corporation | Stock | Spouse | $1,001 - $15,000 |
| NY ST DORM AUTH PERS REV 5% 03/15/2020 | Bond | Spouse | $1,001 - $15,000 |
| OMCOmnicom Group Inc. | Stock | Spouse | None |
| PAREXEL International Corporation | Stock | Spouse | None |
| PNCPNC Financial Services Group, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Southwest Securities | Bond | Member | $1,001 - $15,000 |
| SunTrust Banks, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Texas Private Surface Transportation | Bond | Member | $1,001 - $15,000 |
| ABTAbbott Laboratories | Stock | Spouse | $1,001 - $15,000 |
| AmTrust Financial Services, Inc. | Stock | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Spouse | $1,001 - $15,000 |
| BDXBecton, Dickinson and Company | Stock | Spouse | $1,001 - $15,000 |
| BABoeing Company | Stock | Spouse | $1,001 - $15,000 |
| EATBrinker International, Inc. | Stock | Spouse | $1,001 - $15,000 |
| CHKPCheck Point Software Technologies Ltd. - Ordinary Shares | Stock | Spouse | $15,001 - $50,000 |
| CVXChevron Corporation | Stock | Spouse | $1,001 - $15,000 |
| EMREmerson Electric Company | Stock | Spouse | $1,001 - $15,000 |
| EXCExelon Corporation | Stock | Spouse | $1,001 - $15,000 |
| Harris CNTY TX GO 5% | Bond | Spouse | $15,001 - $50,000 |
| IVZInvesco Ltd | Stock | Spouse | None |
| JNJJohnson & Johnson | Stock | Spouse | $1,001 - $15,000 |
| KEYKeyCorp | Stock | Spouse | None |
| Leander TX ISD GO 5% | Bond | Spouse | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Spouse | $1,001 - $15,000 |
| N East ISD TX GO 5% | Bond | Spouse | $15,001 - $50,000 |
| Nordstrom, Inc. | Stock | Spouse | None |
| Oakmark International I | Fund | Spouse | $50,001 - $100,000 |
| PPLPP&L Corporation | Stock | Spouse | $1,001 - $15,000 |
| Schwab Money Fund | Fund | Spouse | $1,001 - $15,000 |
| SPDR Series Trust SPDR S&P Biotech ETF | Stock | Spouse | $15,001 - $50,000 |
| State University of Iowa | Bond | Spouse | $15,001 - $50,000 |
| GENSymantec Corporation | Stock | Spouse | $1,001 - $15,000 |
| TEXAS St. Rev. 5% | Bond | Spouse | $15,001 - $50,000 |
| The Fresh Market, Inc. | Stock | Spouse | $1,001 - $15,000 |
| UPSUnited Parcel Service, Inc. | Stock | Spouse | None |
| RTXUnited Technologies Corporation | Stock | Spouse | $1,001 - $15,000 |
| WFRDWeatherford International plc | Stock | Spouse | $1,001 - $15,000 |
| USAA | Bond | Member | $1,001 - $15,000 |
| VENDEE MTG TR 2011-2 2.75% 112 12/15/2033 ABS | Bond | Spouse | $15,001 - $50,000 |
| VZVerizon Communications Inc. | Stock | Member | $1,001 - $15,000 |
| Versum Materials, Inc. | Stock | Spouse | $1,001 - $15,000 |
| GWWW.W. Grainger, Inc. | Stock | Spouse | $1,001 - $15,000 |
| WMTWal-Mart Stores, Inc. | Stock | Spouse | $1,001 - $15,000 |
How reports are read: holdings methodology.