Congressional stock trades · Member
Van Taylor
Former representative · TX-3 · Republican
30 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 3 annual reports are below.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2022-12-26 | 2022-11-28 | 28 | Member | XOMExxon Mobil Corporation | Sale (partial) | $1,000,001 - $5,000,000 | Clerk → |
| 2022-12-26 | 2022-11-28 | 28 | Member | Santos, Ltd. Unsponsored ADR | Sale | $15,001 - $50,000 | Clerk → |
| 2022-12-26 | 2022-11-28 | 28 | Member | ZimVie Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-12-26 | 2022-11-28 | 28 | Member | BMYBristol-Myers Squibb Company | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2022-12-26 | 2022-11-28 | 28 | Member | OXYOccidental Petroleum Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-12-26 | 2022-11-28 | 28 | Member | LLYEli Lilly and Company | Sale (partial) | $1,000,001 - $5,000,000 | Clerk → |
| 2022-12-26 | 2022-11-28 | 28 | Member | CVXChevron Corporation | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2022-12-26 | 2022-11-28 | 28 | Member | MCOMoody's Corporation | Sale | $250,001 - $500,000 | Clerk → |
| 2022-12-26 | 2022-11-28 | 28 | Member | ZBHZimmer Biomet Holdings, Inc. | Sale | $100,001 - $250,000 | Clerk → |
| 2022-01-14 | 2021-12-17 | 28 | Member | RNGRRanger Energy Services, Inc. Class A | Exchange | $15,001 - $50,000 | Clerk → |
| 2020-06-10 | 2020-03-13 | 89 ·>45 | Member | BMYBristol-Myers Squibb Company | Sale | $100,001 - $250,000 | Clerk → |
| 2020-06-10 | 2020-03-13 | 89 ·>45 | Member | LLYEli Lilly and Company | Sale | $500,001 - $1,000,000 | Clerk → |
| 2020-06-10 | 2020-03-13 | 89 ·>45 | Member | DISWalt Disney Company | Sale | $250,001 - $500,000 | Clerk → |
| 2020-04-13 | 2020-03-17 | 27 | Member | WMTWalmart Inc. | Sale | $250,001 - $500,000 | Clerk → |
| 2020-04-13 | 2020-03-17 | 27 | Member | GEGeneral Electric Company | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-13 | 2020-03-17 | 27 | Member | MCDMcDonald's Corporation | Sale | $250,001 - $500,000 | Clerk → |
| 2020-04-13 | 2020-03-17 | 27 | Member | Avanos Medical, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-13 | 2020-03-17 | 27 | Member | GPCGenuine Parts Company | Sale | $50,001 - $100,000 | Clerk → |
| 2020-04-13 | 2020-03-13 | 31 | Member | XOMExxon Mobil Corporation | Sale | $500,001 - $1,000,000 | Clerk → |
| 2020-04-13 | 2020-03-06 | 38 | Member | XOMExxon Mobil Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-03-07 | 2020-02-27 | 9 | Member | XOMExxon Mobil Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-03-07 | 2020-02-19 | 17 | Member | XOMExxon Mobil Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-03-07 | 2020-02-07 | 29 | Member | XOMExxon Mobil Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-02-07 | 2020-01-29 | 9 | Member | XOMExxon Mobil Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-02-07 | 2020-01-21 | 17 | Member | XOMExxon Mobil Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-02-07 | 2020-01-10 | 28 | Member | XOMExxon Mobil Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-02-07 | 2020-01-02 | 36 | Member | XOMExxon Mobil Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-07 | 2019-12-19 | 19 | Member | XOMExxon Mobil Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-07 | 2019-12-10 | 28 | Member | XOMExxon Mobil Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-01-07 | 2019-12-03 | 35 | Member | XOMExxon Mobil Corporation | Sale | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2019 report.
283 assets with a value on the amended report filed 2021-01-23, 100 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) |
|---|---|---|---|
| Bank account #1 | Other | Member | $15,001 - $50,000 |
| Bank account #11 | Other | Dependent | $1,001 - $15,000 |
| Bank account #12 | Other | Dependent | $1,001 - $15,000 |
| Bank account #13 | Other | Dependent | $1,001 - $15,000 |
| Bank account #14 | Other | Spouse | $15,001 - $50,000 |
| Bank account #16 | Other | Member | $15,001 - $50,000 |
| Bank account #2 | Other | Spouse | $1,001 - $15,000 |
| Bank account #3 | Other | Dependent | $50,001 - $100,000 |
| Bank account #4 | Other | Dependent | $50,001 - $100,000 |
| Bank account #5 | Other | Dependent | $50,001 - $100,000 |
| Bank account #6 | Other | Joint | $500,001 - $1,000,000 |
| AB Municipal Income Shares Municipal Bonds | Fund | Spouse | None |
| Clark Cnty NV Municipal Bonds | Bond | Spouse | None |
| Massachusetts Dept Trans SR a RV Municipal Bonds | Bond | Spouse | None |
| New York City Trans Fina Municipal Bonds | Bond | Spouse | None |
| Washington DC met area Municipal Bonds | Bond | Spouse | None |
| Cash | Other | Spouse | $1,001 - $15,000 |
| WPCW. P. Carey Inc. REIT | Stock | Spouse | $250,001 - $500,000 |
| AEPamerican Electric Power Company, Inc. | Stock | Spouse | None |
| AZNastrazeneca PLC | Stock | Spouse | None |
| BPBP p.l.c. | Stock | Spouse | None |
| BTIBritish american Tobacco Industries, p.l.c. Common Stock ADR | Stock | Spouse | None |
| CVXChevron Corporation | Stock | Spouse | None |
| KOCoca-Cola Company | Stock | Spouse | None |
| CCICrown Castle International Corp. | Stock | Spouse | None |
| DDominion Energy, Inc. | Stock | Spouse | None |
| DUKDuke Energy Corporation | Stock | Spouse | None |
| GlaxoSmithKline PLC | Stock | Spouse | None |
| KMBKimberly-Clark Corporation | Stock | Spouse | None |
| PEPPepsico, Inc. | Stock | Spouse | None |
| PGProcter & Gamble Company | Stock | Spouse | None |
| ORealty Income Corporation | Stock | Spouse | None |
| SOSouthern Company | Stock | Spouse | None |
| Total S.a. | Stock | Spouse | None |
| VTRVentas, Inc. | Stock | Spouse | None |
| VZVerizon Communications Inc. | Stock | Spouse | None |
| WELLWelltower Inc. | Stock | Spouse | None |
| AAPLapple Inc. | Stock | Spouse | None |
| BRK.BBerkshire Hathaway Inc. New | Stock | Spouse | None |
| BLKBlackRock, Inc. | Stock | Spouse | None |
| CCLCarnival Corporation | Stock | Spouse | None |
| CVXChevron Corporation | Stock | Spouse | None |
| CINFCincinnati Financial Corporation | Stock | Spouse | None |
| CSCOCisco Systems, Inc. | Stock | Spouse | None |
| CCICrown Castle International Corp. | Stock | Spouse | None |
| DEODiageo plc | Stock | Spouse | None |
| DDominion Energy, Inc. | Stock | Spouse | None |
| DUKDuke Energy Corporation | Stock | Spouse | None |
| FASTFastenal Company | Stock | Spouse | None |
| GDGeneral Dynamics Corporation | Stock | Spouse | None |
| HASHasbro, Inc. | Stock | Spouse | None |
| INTCIntel Corporation | Stock | Spouse | None |
| JNJJohnson & Johnson | Stock | Spouse | None |
| KMIKinder Morgan, Inc. | Stock | Spouse | None |
| LOWLowe's Companies, Inc. | Stock | Spouse | None |
| MRKMerck & Company, Inc. Common Stock | Stock | Spouse | None |
| MSFTMicrosoft Corporation | Stock | Spouse | None |
| Nestle Sa Sponsored ADR representing Registered Shares Series B | Stock | Spouse | None |
| NEUNewMarket Corp | Stock | Spouse | None |
| NSCNorfolk Southern Corporation | Stock | Spouse | None |
| PCARPACCAR Inc. | Stock | Spouse | None |
| PAYXPaychex, Inc. | Stock | Spouse | None |
| PFEPfizer, Inc. | Stock | Spouse | None |
| TGTTarget Corporation | Stock | Spouse | None |
| TXNTexas Instruments Incorporated | Stock | Spouse | None |
| VZVerizon Communications Inc. | Stock | Spouse | None |
| WFCWells Fargo & Company | Stock | Spouse | None |
| ACNaccenture plc Class a Ordinary Shares | Stock | Spouse | None |
| ADBEadobe Inc. | Stock | Spouse | None |
| ALGNalign Technology, Inc. | Stock | Spouse | None |
| GOOGLalphabet Inc. - Class a | Stock | Spouse | None |
| GOOGalphabet Inc. - Class C Capital Stock | Stock | Spouse | None |
| AmericanBN Lndn Inc | Fund | Spouse | $250,001 - $500,000 |
| ADPautomatic Data Processing, Inc. | Stock | Spouse | None |
| BKNGBooking Holdings Inc. | Stock | Spouse | None |
| Clearbridge Large Cap Growth Fund Class I | Fund | Spouse | $250,001 - $500,000 |
| Delaware Intl Value Equity Instl | Fund | Spouse | $100,001 - $250,000 |
| DGDollar General Corporation | Stock | Spouse | None |
| METAFacebook, Inc. - Class a | Stock | Spouse | None |
| Federated Strategic Value Dividend Class IS | Fund | Spouse | $250,001 - $500,000 |
| ITGartner, Inc. | Stock | Spouse | None |
| MAMastercard Incorporated | Stock | Spouse | None |
| MSFTMicrosoft Corporation | Stock | Spouse | None |
| Nestle Sa Sponsored ADR representing Registered Shares Series B | Stock | Spouse | None |
| NKENike, Inc. | Stock | Spouse | None |
| ORCLOracle Corporation | Stock | Spouse | None |
| ORLYO'Reilly automotive, Inc. | Stock | Spouse | None |
| PYPLPayPal Holdings, Inc. | Stock | Spouse | None |
| Polen Growth Fund Class I | Fund | Spouse | $250,001 - $500,000 |
| Principal Small-Midcap Dividend Inc Fund Class Inst | Fund | Spouse | $100,001 - $250,000 |
| REGNRegeneron Pharmaceuticals, Inc. | Stock | Spouse | None |
| SBUXStarbucks Corporation | Stock | Spouse | None |
| UBS Bank USA Deposit account | Other | Spouse | $50,001 - $100,000 |
| US BK Na MN US RT | Other | Spouse | $100,001 - $250,000 |
| VVisa Inc. | Stock | Spouse | None |
| ZTSZoetis Inc. Class a | Stock | Spouse | None |
| AXSaxis Capital Holdings Limited | Stock | Spouse | $50,001 - $100,000 |
| UBS Bank USA Deposit account | Other | Spouse | $1,001 - $15,000 |
| WPCW. P. Carey Inc. REIT | Stock | Spouse | $50,001 - $100,000 |
| Cash | Other | Member | $15,001 - $50,000 |
| Cash | Other | Member | $1,001 - $15,000 |
| XOMExxon Mobil Corporation | Stock | Member | $250,001 - $500,000 |
| WPCW. P. Carey Inc. REIT | Stock | Spouse | $50,001 - $100,000 |
| Cash | Other | Member | $15,001 - $50,000 |
| XOMExxon Mobil Corporation | Stock | Member | $250,001 - $500,000 |
| WPCW. P. Carey Inc. REIT | Stock | Spouse | $15,001 - $50,000 |
| Cash | Other | Member | $15,001 - $50,000 |
| Cash | Other | Member | $1,001 - $15,000 |
| XOMExxon Mobil Corporation | Stock | Member | $250,001 - $500,000 |
| Employees Retirement System of Texas | Other | Member | Undetermined |
| India 2020, Limited | Other | Spouse | $15,001 - $50,000 |
| Cash | Other | Member | $1,001 - $15,000 |
| JPM EQ INC FD-CL I | Fund | Member | $15,001 - $50,000 |
| Longleaf Partners Intl Fund | Fund | Member | $15,001 - $50,000 |
| AmericanBN Lndn Inc | Fund | Spouse | $250,001 - $500,000 |
| Clearbridge Large Cap Growth Fund | Fund | Spouse | $250,001 - $500,000 |
| Delaware Intl Value Equity Instl | Fund | Spouse | $100,001 - $250,000 |
| Federated Strategic Value Dividend Class | Fund | Spouse | $250,001 - $500,000 |
| Polen Growth Fund Class I | Fund | Spouse | $250,001 - $500,000 |
| Principal Small-Midcap Dividend Inc Fund Class Inst | Fund | Spouse | $100,001 - $250,000 |
| UBS Bank USA Dept acct | Other | Spouse | $50,001 - $100,000 |
| US BK Na MN US | Other | Spouse | $100,001 - $250,000 |
| Nexus Systems Holdings, LLC | Other | Spouse | $250,001 - $500,000 |
| Fidelity Low Priced Stock FD | Fund | Member | $50,001 - $100,000 |
| RPM Metropolitan Fund (QP), LP | Other | Member | $50,001 - $100,000 |
| 3005 West airport, LLC - Hotel | Other | Member | $500,001 - $1,000,000 |
| 10100 NC Property, LLC - Office Building | Other | Member | $100,001 - $250,000 |
| 2200 Freeway Property, LLC - Real Estate, Hotel | Other | Member | None |
| 1100 Nasa, LP - Office Building | Other | Member | $250,001 - $500,000 |
| 1110 Nasa, LP - Office Building | Other | Member | $250,001 - $500,000 |
| LG Granbury Hill Outparcel, LLC - Real Estate - Retail | Other | Member | None |
| LG RR620 El Salido, LLC - Real Estate - Retail | Other | Member | None |
| LG austin Hwy and Seidel, LLC - Retail - Tract #2 | Other | Member | $1,001 - $15,000 |
| LG austin Hwy and Seidel, LLC - Retail -Tract #1 | Other | Member | $1,001 - $15,000 |
| LG austin Hwy and Seidel, LLC - Retail -Tract #3 | Other | Member | $1,001 - $15,000 |
| LG Carolina Beach & Independent Blvd, LLC - Retail Building #1 | Other | Member | None |
| LG Carolina Beach & Independent Blvd, LLC - Retail Building #2 | Other | Member | None |
| LG Fowler and 51st, LLC - Real Estate | Other | Member | $1,001 - $15,000 |
| Ta 380 Custer, LLC - Real Estate - Retail | Other | Member | $1,001 - $15,000 |
| Cash | Other | Member | $1,001 - $15,000 |
| Piper BoatHouse association - Boathouse | Other | Member | $250,001 - $500,000 |
| Tract #1 Mineral Interest in Liberty County, Texas | Other | Member | $1,001 - $15,000 |
| Tract #1 Mineral Interest in Mobile County, Texas | Other | Member | $1,001 - $15,000 |
| Tract #2 Mineral Interest in Brazoria County, Texas | Other | Member | $1,001 - $15,000 |
| Tract #2 Mineral Interest in Polk County, Texas | Other | Member | $1,001 - $15,000 |
| Tract #3 Mineral Interest in Brazoria County, Texas | Other | Member | $15,001 - $50,000 |
| Tract #3 Mineral interest in Liberty County, Texas | Other | Member | $1,001 - $15,000 |
| Tract #3 Mineral Interest in Mobile County, Texas | Other | Member | $1 - $1,000 |
| Tract #4 Mineral Interest in Mobile County, Texas | Other | Member | $1,001 - $15,000 |
| Tract #4 Mineral Interest in Polk County, Texas | Other | Member | $1,001 - $15,000 |
| Tract #8 Mineral Interest in Polk County, Texas | Other | Member | $1,001 - $15,000 |
| avanos Medical, Inc. | Stock | Member | $1,001 - $15,000 |
| BMYBristol-Myers Squibb Company | Stock | Member | $500,001 - $1,000,000 |
| Cash | Other | Member | $50,001 - $100,000 |
| CVXChevron Corporation | Stock | Member | $500,001 - $1,000,000 |
| CHDNChurchill Downs, Incorporated | Stock | Member | $100,001 - $250,000 |
| KOCoca-Cola Company | Stock | Member | $100,001 - $250,000 |
| CLColgate-Palmolive Company | Stock | Member | $250,001 - $500,000 |
| LLYEli Lilly and Company | Stock | Member | $1,000,001 - $5,000,000 |
| XOMExxon Mobil Corporation | Stock | Member | $250,001 - $500,000 |
| XOMExxon Mobil Corporation | Stock | Member | $1,000,001 - $5,000,000 |
| XOMExxon Mobil Corporation | Stock | Member | $1,000,001 - $5,000,000 |
| Exxon Mobil Corporation (XOM), Strike Price of $72, EXP 12/20/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $72.5, EXP 10/4/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $72.5, EXP 12/20/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $72.5, EXP 9/20/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $73, EXP 11/22/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $73.5, EXP 12/9/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $75, EXP 10/18/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $75, EXP 2/8/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $77.5, EXP 11/15/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $77.5, EXP 2/15/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $77.5, EXP 7/19/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $78, EXP 6/28/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $78.5, EXP 9/6/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $80, EXP 8/16/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $80, EXP 9/20/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $80.5, EXP 6/14/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $81, EXP 8/2/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $82.25, EXP 5/7/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $82.5, EXP 4/18/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $82.5, EXP 6/4/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $83, EXP 5/21/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $84, EXP 6/19/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $84.5, EXP 7/8/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $87.5, EXP 2/15/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation (XOM), Strike Price of $90, EXP 1/18/2019, Call Option | Option | Member | None |
| Exxon Mobil Corporation CMN (XOM), Strike Price of $75, EXP 02/21/2020, Call option | Option | Member | $1,001 - $15,000 |
| FDXFedEx Corporation | Stock | Member | $250,001 - $500,000 |
| GEGeneral Electric Company | Stock | Member | $15,001 - $50,000 |
| GPCGenuine Parts Company | Stock | Member | $50,001 - $100,000 |
| Goldman Sachs Bank USA Deposit | Other | Member | $100,001 - $250,000 |
| GS High Yield Municipal Fund Class P | Other | Member | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Member | $250,001 - $500,000 |
| KMBKimberly-Clark Corporation | Stock | Member | $250,001 - $500,000 |
| MCDMcDonald's Corporation | Stock | Member | $500,001 - $1,000,000 |
| Merrill Lynch Bank Deposit Program & Preferred Deposit | Other | Member | $100,001 - $250,000 |
| MXCMexco Energy Corporation | Stock | Member | $250,001 - $500,000 |
| MCOMoody's Corporation | Stock | Member | $100,001 - $250,000 |
| OXYOccidental Petroleum Corporation | Stock | Member | $1,001 - $15,000 |
| PEPPepsico, Inc. | Stock | Member | $100,001 - $250,000 |
| PGProcter & Gamble Company | Stock | Member | $100,001 - $250,000 |
| Santos, Ltd. Unsponsored ADR | Stock | Member | $50,001 - $100,000 |
| WMTWalmart Inc. | Stock | Member | $500,001 - $1,000,000 |
| DISWalt Disney Company | Stock | Member | $250,001 - $500,000 |
| WABWestinghouse air Brake Technologies Corporation | Stock | Member | $1,001 - $15,000 |
| YUMCYum China Holdings, Inc. | Stock | Member | $15,001 - $50,000 |
| YUMYum! Brands, Inc. | Stock | Member | $50,001 - $100,000 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | Member | $100,001 - $250,000 |
| Briarwood Meadowbrook, LP - Shopping Center | Other | Member | None |
| Cash | Other | Member | $15,001 - $50,000 |
| Innovative Moving Floor Trailers, Ltd | Other | Member | $15,001 - $50,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $1,000,001 - $5,000,000 |
| North Dakota Minerals LLC | Other | Member | $15,001 - $50,000 |
| North Plains Energy, LLC | Other | Member | None |
| ParkHub | Other | Member | $250,001 - $500,000 |
| Spring Creek Retail, LLC - Retail Real Estate, Pad #1 | Other | Member | $1,000,001 - $5,000,000 |
| Spring Creek Retail, LLC - Retail Real Estate, Pad #2 | Other | Member | $100,001 - $250,000 |
| TankFarm, LLC | Other | Member | $100,001 - $250,000 |
| 4100 Spring Valley, LLC - Office Building | Other | Member | $500,001 - $1,000,000 |
| LG Crown Volvo LLC - Real Estate - Mulitfamily Building #1 | Other | Member | $100,001 - $250,000 |
| LG Crown Volvo LLC - Real Estate - Mulitfamily Building #2 | Other | Member | $1,001 - $15,000 |
| LG Crown Volvo LLC - Real Estate - Mulitfamily Building #3 | Other | Member | $15,001 - $50,000 |
| LG GTB & Main, LLC - Retail Building #2 | Other | Member | $100,001 - $250,000 |
| LG Centerville & NW Hwy, LLC - Retail Building #1 | Other | Member | None |
| LG Centerville & NW Hwy, LLC - Retail Building #2 | Other | Member | $1,001 - $15,000 |
| LG Centerville & NW Hwy, LLC - Retail Building #3 | Other | Member | $1,001 - $15,000 |
| LG Centerville & NW Hwy, LLC - Retail Building #4 | Other | Member | None |
| LG Centerville & NW Hwy, LLC - Retail Building #5 | Other | Member | None |
| LG Centerville & NW Hwy, LLC - Retail Building #6 | Other | Member | None |
| Hickory West, LLC - Real Estate, Multifamily | Other | Member | $50,001 - $100,000 |
| LCP 3105 SWTH Gainesville, LLC - Real Estate, Retail | Other | Member | None |
| LCP 8777 Tamiami Trail Naples, LLC - Real Estate, Retail | Other | Member | None |
| LG RT California MD, LLC - Real Estate - Retail | Other | Member | $15,001 - $50,000 |
| LG RT Charlotte NC, LLC - Real Estate - Retail | Other | Member | $50,001 - $100,000 |
| LG RT Columbus OH, LLC - Real Estate - Retail | Other | Member | $50,001 - $100,000 |
| LG RT Conyers Ga, LLC - Real Estate - Retail #1 | Other | Member | None |
| LG RT Conyers Ga, LLC - Real Estate - Retail #2 | Other | Member | $15,001 - $50,000 |
| LG RT Gilbert AZ, LLC - Real Estate - Retail | Other | Member | None |
| LG RT Glen allen Va, LLC- Real Estate - Retail | Other | Member | $50,001 - $100,000 |
| LG RT Myrtle SC, LLC - Real Estate - Retail | Other | Member | $50,001 - $100,000 |
| LG RT Richmond Va, LLC - Real Estate - Retail | Other | Member | $50,001 - $100,000 |
| LG RT Tampa FL, LLC - Real Estate - Retail | Other | Member | $50,001 - $100,000 |
| LG RT Woodstock Ga, LLC- Real Estate - Retail | Other | Member | $50,001 - $100,000 |
| True Health Diagnostics, LLC | Other | Member | None |
| 3005 West airport, LLC - Hotel | Other | Member | $500,001 - $1,000,000 |
| Five Takers Properties FT Walton 1, LLC - Real Estate | Other | Member | $1,001 - $15,000 |
| Five Takers Properties Holiday 1, LLC - Real Estate | Other | Member | $1,001 - $15,000 |
| Five Takers Properties Humble 1, LLC - Real Estate | Other | Member | $15,001 - $50,000 |
| Five Takers Properties Newport Richey 1, LLC - Real Estate | Other | Member | None |
| Five Takers Properties Plano 1, LLC - Real Estate | Other | Member | $1,001 - $15,000 |
| Five Takers Properties Rowlett 1, LLC - Real Estate | Other | Member | None |
| Five Takers Properties Tampa 1, LLC - Real Estate | Other | Member | $1,001 - $15,000 |
| Five Takers Properties Tomball 1, LLC - Real Estate | Other | Member | $1,001 - $15,000 |
| Five Takers Properties Venice 1, LLC - Real Estate | Other | Member | $1,001 - $15,000 |
| Ta amber Lane, LLC - Real Estate #1 | Other | Member | $1,001 - $15,000 |
| Ta amber Lane, LLC - Real Estate #2 | Other | Member | $1,001 - $15,000 |
| Ta amber Lane, LLC - Real Estate #3 | Other | Member | $1,001 - $15,000 |
| St. John Projects, Inc. - Vacation Rental | Other | Member | $1,000,001 - $5,000,000 |
| Predictive Index, LLC | Other | Member | None |
| 34 Hampshire Street, LLC - Real Estate - Multifamily | Other | Member | $50,001 - $100,000 |
| 36 Hampshire Street, LLC - Real Estate- Multifamily | Other | Member | $50,001 - $100,000 |
| 38 Hampshire Street, LLC - Real Estate - Multifamily | Other | Member | $50,001 - $100,000 |
| 300 Putnam ave, LLC - Real Estate | Other | Member | $100,001 - $250,000 |
| Biotech Realty Investors, LLC - Real Estate | Other | Member | $100,001 - $250,000 |
| OnSite Physio, LLC - Physical Therapy Services | Other | Member | $100,001 - $250,000 |
| Torrent Energy Services, LLC - Energy Equipment Rental Company | Other | Member | $50,001 - $100,000 |
| The Dyson Corporation - Metal forging and Fastener Company | Other | Member | $100,001 - $250,000 |
| National Signs, LLC - Manufacturer/Installer of Buildings Signage | Other | Member | $50,001 - $100,000 |
| Farmer's Business Network, Inc - Investment Company | Other | Member | $100,001 - $250,000 |
| Material Impact, Inc - Investment Company | Other | Member | $100,001 - $250,000 |
| LCP CBP2 Cornerstone LLC - Real Estate | Other | Member | $50,001 - $100,000 |
| LCP CBP2 Humble LLC - Real Estate | Other | Member | $50,001 - $100,000 |
| LCP CBP2 Kingwood LLC - Real Estate | Other | Member | $50,001 - $100,000 |
| LCP CBP2 Little Road LLC - Real Estate | Other | Member | $15,001 - $50,000 |
| LCP CBP2 Memorial LLC - Real Estate | Other | Member | None |
| LCP CBP2 Plano Preston LLC - Real Estate | Other | Member | None |
| LCP CBP2 Round Rock LLC - Real Estate | Other | Member | None |
| LCP CBP2 TX4 LLC - Real Estate #1 | Other | Member | None |
| LCP CBP2 TX4 LLC - Real Estate #2 | Other | Member | None |
| LCP CBP2 TX4 LLC - Real Estate #3 | Other | Member | None |
| LCP CBP2 TX4 LLC - Real Estate #4 | Other | Member | None |
| LCP CBP2 Willowbrook LLC - Real Estate | Other | Member | None |
How reports are read: holdings methodology.