House · Republican · MI-6 · in the House since 1987 · Latest annual report · upton.house.gov
From the annual report filed Aug 16, 2021 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Pepsi | $1M – $5M | Self |
| ST&S-J Bank Assets | $250K – $500K | Joint |
| Edward Jones Bank CDs | $250K – $500K | Self |
| Morgan Chase Checking Acct | $100K – $250K | Self |
| Exxon Mobil | $50K – $100K | Spouse |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Nov 3, 2022 | Not linked to a company U.S. Treas Secs 5-7,10 | Buy | $500K – $1M | Joint | Scan |
| Oct 31, 2022 | Under Armour Inc | Sale | $1K – $15K | Joint | Scan |
| Oct 12, 2022 | Not linked to a company Baird First Trust $ m/c T | Sale | $100K – $250K | Joint | Scan |
| Aug 20, 2021 | Costco Wholesale Corp | Buy ×2 | $15K – $50K each | Self | Scan |
| Aug 2, 2021 | GXO Logistics, Inc. | Exchange | $250K – $500K | Joint | Scan |
| Jun 11, 2021 | Not linked to a company First Trust High Yield | Buy | $250K – $500K | Joint | Scan |
| May 7, 2021 | C3.ai, Inc. | Buy | $15K – $50K | Joint | Scan |
| Aug 25, 2020 | Apple Inc. | Sale | $1K – $15K | Not stated | Scan |
| Aug 17, 2020 | Not linked to a company Johnson Controls | Buy | $1K – $15K | Self | Scan |
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 |
|---|---|---|---|---|---|
| Date not readable in the scan | College Savings Plan | Buy | $15K – $50K | Self | 2020 Annual Report filed Aug 16, 2021 |
| Date not readable in the scan | Boaz - Alker | Buy | $15K – $50K | Self | 2020 Annual Report filed Aug 16, 2021 |
| Date not readable in the scan | Boaz - Alker | Buy | $15K – $50K | Spouse | 2020 Annual Report filed Aug 16, 2021 |
| Date not readable in the scan | Eastmont High Income Mdl | Buy | $15K – $50K | Self | 2020 Annual Report filed Aug 16, 2021 |
| Date not readable in the scan | First Trust Hgh Income Mkt | Buy | $100K – $250K | Spouse | 2020 Annual Report filed Aug 16, 2021 |
From Fred Upton'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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