House · Democrat · TX-16 · in the House since 2013 · Latest annual report · orourke.house.gov
From the annual report filed Feb 2, 2019 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Peppertree Square Ltd [OL] | $1M – $5M | Self |
| Note Receivable - Amy Sanders O'Rourke 2014 Investment Trust [DO] | $1M – $5M | Spouse |
| Peppertree Square LTD [RP] | $1M – $5M | Self |
| MFS Growth Allocation A [MF] | $100K – $250K | Joint |
| GOLDMAN SACHS FINANCIAL SQUARE TREASURY INSTRUMENTS FUND (FTIXX) [MF] | $100K – $250K | Spouse |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Dec 19, 2014 | Not linked to a company CaMPR Partners limited | Sale | $1M – $5M | Spouse | Filing |
| Oct 15, 2014 | The Williams Companies, Inc. | Buy | $1K – $15K | Spouse | Filing |
| Oct 14, 2014 | Enterprise Products Partners L.P | Buy | $1K – $15K | Spouse | Filing |
| Jul 31, 2014 | Transocean Partners LLC | Buy | $1K – $15K | Spouse | Filing |
| Feb 28, 2014 | DCP Midstream, LP | Buy | $1K – $15K | Spouse | Filing |
| Feb 24, 2014 | Kinder Morgan, Inc. | Sale | $1K – $15K | Spouse | Filing |
| Mar 28, 2013 | Plains All American Pipeline LP | Sale | $1K – $15K | Spouse | Filing |
| Mar 5, 2013 | Not linked to a company iShares U.S. Financial Services ETF (IYg) | Buy | $15K – $50K | Spouse | Filing |
| Mar 4, 2013 | St Jude Medical, LLC | Sale | $1K – $15K | Spouse | Filing |
| Mar 4, 2013 | Not linked to a company SPdR dJ Euro STOXX 50 Etf (FEZ) | Buy | $15K – $50K | 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 |
|---|---|---|---|---|---|
| Jan 22, 2018 | 529 College Savings Plan-Ulysses O'Rourke | Buy · Mutual fund | $1K – $15K | Child | 2019 Annual Report filed Feb 2, 2019 |
| Jan 22, 2018 | 529 College Savings Plan-Molly O'Rourke | Buy · Mutual fund | $1K – $15K | Child | 2019 Annual Report filed Feb 2, 2019 |
| Jan 22, 2018 | 529 College Savings Plan- Henry O’Rourke | Buy · Mutual fund | $1K – $15K | Child | 2019 Annual Report filed Feb 2, 2019 |
| Jun 16, 2017 | Deutsche Small Cap Value S | Sale · Mutual fund | $1K – $15K | Joint | 2017 Annual Report filed May 14, 2018 |
| Jun 16, 2017 | Delaware Inv Sm Cap Val Inst | Buy · Mutual fund | $1K – $15K | Joint | 2017 Annual Report filed May 14, 2018 |
From Beto O’Rourke'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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