House · Democrat · AZ-1 · in the House since 2017 · Latest annual report · ohalleran.house.gov
From the annual report filed May 16, 2022 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Horseshoe Bend, LLC and O'Halleran Commodities, Inc. Profit Sharing Plan and Trust [RP] | $1M – $5M | Self |
| O'Halleran Family Trust, Primary Personal Residence [RP] | $1M – $5M | Self |
| Apple Inc. (AAPL) [ST] AAPL | $100K – $250K | Spouse |
| Whole Life Insurance - Mass Mutual [WU] | $100K – $250K | Spouse |
| Chase Bank Accounts [BA] | $15K – $50K | Joint |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Oct 31, 2022 | Not linked to a company U.S. Treasury Bond | Buy · Government bond | $1K – $15K | Self | Filing |
| Oct 28, 2022 | Not linked to a company U.S. Treasury Bond | Buy · Government bond | $1K – $15K | Spouse | Filing |
| Mar 31, 2020 | Newmont Corporation | Sale · Stock | $1K – $15K | Spouse | Filing |
| Mar 31, 2020 | Caterpillar Inc | Sale · Stock | $1K – $15K | Spouse | Filing |
| Nov 29, 2018 | Wheaton Precious Metals Corp | Partial sale · 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 |
|---|---|---|---|---|---|
| Mar 31, 2020 | Freeport-McMoRan Inc | Sale · Stock | $946 | Spouse | 2020 Annual Report filed Aug 13, 2021 |
From Tom O’Halleran'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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