House · Republican · FL-26 · in the House since 2015 · Latest annual report · curbelo.house.gov
From the annual report filed May 6, 2019 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Miami House [RP] | $500K – $1M | Joint |
| Condo [RP] | $250K – $500K | Self |
| Town house [RP] | $100K – $250K | Spouse |
| NH Portfolio 2030 [5P] | $50K – $100K | Child |
| Florida Prepaid College Plan: 4 Year University Plan [5P] | $50K – $100K | Child |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Sep 6, 2018 | First Solar Inc | Sale · Stock | $15K – $50K | Self | Filing |
| Aug 29, 2018 | International Flavors & Fragrances Inc | Buy · Stock | $1K – $15K | Spouse | Filing |
| Aug 28, 2018 | Zayo Group Holdings, Inc. | Buy · Stock | $1K – $15K | Spouse | Filing |
| Aug 28, 2018 | Walt Disney Co | Sale · Stock | $1K – $15K | Spouse | Filing |
| Aug 28, 2018 | Not linked to a company VanEck Vectors J.P. Morgan EM Local Currency Bond ETF (EMLC) | Sale · Stock | $1K – $15K | Spouse | Filing |
| Aug 28, 2018 | UnitedHealth Group Inc | Buy · Stock | $1K – $15K | Spouse | Filing |
| Aug 28, 2018 | RTX Corp | Buy · Stock | $1K – $15K | Spouse | Filing |
| Aug 28, 2018 | Tripadvisor Inc | Buy · Stock | $1K – $15K | Spouse | Filing |
| Aug 28, 2018 | TJX Companies Inc | Buy · Stock | $1K – $15K | Spouse | Filing |
| Aug 28, 2018 | Thermo Fisher Scientific Inc | Buy · Stock | $1K – $15K | Spouse | 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, 2018 | Johcm International Fund | Sale · Mutual fund | $15K – $50K | Spouse | 2019 Annual Report filed May 6, 2019 |
| Dec 21, 2018 | Delaware International Small Cap Fund | Sale · Mutual fund | $1K – $15K | Spouse | 2019 Annual Report filed May 6, 2019 |
| Dec 21, 2018 | Credit Suisse Floating Rate High Income Fund | Sale · Mutual fund | $1K – $15K | Spouse | 2019 Annual Report filed May 6, 2019 |
| Oct 19, 2018 | Zayo Group Holdings, Inc. | Sale · Stock | $1K – $15K | Spouse | 2019 Annual Report filed May 6, 2019 |
| Oct 19, 2018 | United Health Products Inc | Sale · Stock | $1K – $15K | Spouse | 2019 Annual Report filed May 6, 2019 |
From Carlos Curbelo'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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