House · Republican · AL-5 · in the House since 2011 · Latest annual report · brooks.house.gov
From the annual report filed May 2, 2023 · Report
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Dec 8, 2022 | Not linked to a company Arlington TX Higher Ed Fin | Buy · Government bond | $1K – $15K | Joint | Filing |
| Nov 29, 2022 | Not linked to a company U. S. Treasury Note | Buy · Government bond | $50K – $100K | Joint | Filing |
| Aug 30, 2022 | Duke Energy Corp | Buy · Corporate bond | $1K – $15K | Joint | Filing |
| Jul 22, 2022 | Verizon Communications Inc | Sale · Stock | $1K – $15K | Joint | Filing |
| Jul 22, 2022 | Autoscope Technologies Corp | Buy · Stock | $1K – $15K | Joint | Filing |
| Jul 13, 2022 | NiSource Inc | Buy · Corporate bond | $1K – $15K | Joint | Filing |
| Jun 22, 2022 | Duke Energy Corp | Buy · Corporate bond | $1K – $15K | Joint | Filing |
| Jun 3, 2022 | Duke Energy Corp | Buy · Corporate bond | $1K – $15K | Joint | Filing |
| Apr 11, 2022 | Verizon Communications Inc | Partial sale · Stock | $1K – $15K | Joint | Filing |
| Mar 18, 2022 | Duke Energy Corp | Buy · Corporate bond | $1K – $15K | Joint | 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 |
|---|---|---|---|---|---|
| Jan 3, 2023 | Duke Energy Corp | Buy · Corporate bond | $1K – $15K | Joint | 2023 Annual Report filed May 2, 2023 |
| Jan 3, 2023 | Autoscope Technologies Corp | Sale · Stock | $1K – $15K | Joint | 2023 Annual Report filed May 2, 2023 |
| Dec 20, 2022 | JP Morgan Equity Premium Inco | Buy · ETF | $1K – $15K | Joint | 2023 Annual Report filed May 2, 2023 |
| Nov 29, 2022 | Columbia Contrarian Core C | Sale · Mutual fund | $100K – $250K | Joint | 2023 Annual Report filed May 2, 2023 |
| Nov 10, 2022 | Oakmark I | Sale · Mutual fund | $15K – $50K | Self | 2023 Annual Report filed May 2, 2023 |
From Mo Brooks'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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