House · Democrat · IL-17 · in the House since 2013 · Latest annual report · bustos.house.gov
From the annual report filed Jan 24, 2023 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| JPMorgan SmartRetirement 2025(JNSIX) [MF] | $100K – $250K | Self |
| Mississippi Value Credit Union Accounts [BA] | $100K – $250K | Joint |
| Allspring Money Market Fund Class Premier (VMPXX) [MF] | $50K – $100K | Self |
| Invesco Comstock Select Fund Class A (CGRWX) [MF] | $50K – $100K | Self |
| Invesco Small Cap Value Fund CL A (VSCAX) [MF] | $15K – $50K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Apr 6, 2020 | Microsoft Corporation | Sale · Stock | $15K – $50K | Self | Filing |
| Apr 6, 2020 | Berkshire Hathaway Inc | Sale · Stock | $15K – $50K | Self | Filing |
| Apr 6, 2020 | Altra Industrial Motion Corp. | Sale · Stock | $1K – $15K | Self | Filing |
| Mar 24, 2020 | Mastercard Incorporated | Sale · Stock | $15K – $50K | Self | Filing |
| Mar 17, 2020 | L3Harris Technologies, Inc. | Sale · Stock | $15K – $50K | Self | Filing |
| Mar 17, 2020 | Amazon.com Inc | Sale · Stock | $15K – $50K | Self | Filing |
| Feb 25, 2020 | Target Corp | Sale · Stock | $15K – $50K | Self | Filing |
| Feb 25, 2020 | Comcast Corporation | Sale · Stock | $15K – $50K | Self | Filing |
| Feb 10, 2020 | The Walt Disney Company | Sale · Stock | $15K – $50K | Self | Filing |
| Feb 10, 2020 | Target Corp | Buy · Stock | $15K – $50K | 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 27, 2022 | Goldman Sachs Commodity Strategy Fund Instl Class (GCCIX) | Buy · Mutual fund | $1K – $15K | Self | 2023 Annual Report filed Jan 24, 2023 |
| Dec 21, 2022 | Dodge & Cox Stock Fund (DODGX) | Buy · Mutual fund | $1K – $15K | Self | 2023 Annual Report filed Jan 24, 2023 |
| Dec 19, 2022 | Invesco Small Cap Value Fund CL A (VSCAX) | Buy · Mutual fund | $1K – $15K | Self | 2023 Annual Report filed Jan 24, 2023 |
| Dec 19, 2022 | Invesco Balanced Risk Commodity Strategy A (BRCAX) | Buy · Mutual fund | $1K – $15K | Self | 2023 Annual Report filed Jan 24, 2023 |
| Dec 19, 2022 | Invesco American Franchise Fund Class A (VAFAX) | Buy · Mutual fund | $1K – $15K | Self | 2023 Annual Report filed Jan 24, 2023 |
From Cheri Bustos'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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