House · Republican · TX-26 · in the House since 2003 · Latest annual report · burgess.house.gov
From the annual report filed Feb 2, 2025 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Primary Residence [RP] | $500K – $1M | Joint |
| Schwab Value Advantage Money Market (SNAXX) (Cultivar JT Joint 3289) [BA] | $500K – $1M | Self |
| Non Investment Residence [RP] | $500K – $1M | Joint |
| Northwest Mutual Life Insurance-65 Life 1991-whole [WU] | $100K – $250K | Self |
| American Funds Growth Fund of America [BA] | $100K – $250K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Sep 3, 2024 | Illumina Inc | Sale · Stock | $15K – $50K | Spouse | Filing |
| Aug 30, 2024 | Illumina Inc | Sale · Stock | $15K – $50K | Self | Filing |
| Jul 25, 2024 | Royal Bank of Canada | Sale · Stock | $15K – $50K | Spouse | Filing |
| Jul 22, 2024 | United Parcel Service Inc | Sale · Stock | $1K – $15K | Spouse | Filing |
| Jul 16, 2024 | Royal Bank of Canada | Buy · Stock | $1K – $15K | Self | Filing |
| Jul 16, 2024 | Royal Bank of Canada | Partial sale · Stock | $1K – $15K | Spouse | Filing |
| Apr 10, 2024 | Merck & Co Inc | Partial sale · Stock | $1K – $15K | Self | Filing |
| Apr 10, 2024 | Not linked to a company iShares International Inflation-Linked Bond ETF (ITIP) | Partial sale · Stock | $1K – $15K | Self | Filing |
| Apr 10, 2024 | International Business Machines Corporation | Partial sale · Stock | $1K – $15K | Self | Filing |
| Apr 10, 2024 | AbbVie Inc. | Partial sale · Stock | $1K – $15K | Self | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 31, 2024 | Wasatch-Hoisington U.S. Treasury Fund (WHOSX) | Buy · Mutual fund | $15K – $50K | Joint | 2025 Annual Report filed Feb 2, 2025 |
| Dec 31, 2024 | iShares 20+ Year Treasury Bond ETF (TLT) | Sale · ETF | $15K – $50K | Joint | 2025 Annual Report filed Feb 2, 2025 |
| Sep 9, 2024 | Schwab Value Advantage Money Fund (SWVXX) | Buy · Mutual fund | $1K – $15K | Joint | 2025 Annual Report filed Feb 2, 2025 |
| Aug 27, 2024 | SPDR S&P Regional Banking ETF (KRE) | Sale · ETF | $1K – $15K | Joint | 2025 Annual Report filed Feb 2, 2025 |
| Aug 15, 2024 | United States Treasury Bill | Sale · Government bond | $50K – $100K | Spouse | 2025 Annual Report filed Feb 2, 2025 |
From Michael C. Burgess's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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