Michael C. Burgess R
Republican representative for Texas (TX-26) (former), in the House since Jan 7, 2003.
Among all 440 members
Each dot is a member; Burgess is the ringed one. Hover or tap a dot for who it is.
Raised
Their campaign's receipts in its latest two-year period (FEC); a log scale
Votes with their party
On party votes in the 119th Congress: most Democrats against most Republicans
Missed votes
Share of the 119th Congress's roll calls they didn't vote on
Lobbyists' giving
Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale
Money from out of state
Share of their itemized individual contributions from donors outside their state, latest period (FEC)
Bills sponsored
In the 119th Congress (GovInfo's bill records)
Voting record
Voteview's DW-NOMINATE first dimension, from every roll call they cast
Where their campaign money comes from
- Individuals
- PACs
- Parties
- Candidate's own money
- Other
2025–26
-$26
2023–24
$1.3M
2021–22
$1.4M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | -$26 | -$26 | $0 | $0 | $0 | $13,829 | $0 | $0 | $0 |
| 2023–24 | $1,294,428 | $995,645 | $263,800 | $0 | $0 | $1,470,198 | $13,855 | $0 | $0 |
| 2021–22 | $1,359,624 | $555,726 | $682,566 | $0 | $0 | $1,312,497 | $189,624 | $96 | $0 |
FEC totals through Jul 15, 2025.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Texas versus everywhere else, each period.
- From Texas
- From out of state
2023–24
$383K
2021–22
$178K
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
SOUTHWEST DISPLAYS & EVENTS
$8,500
KEY WHITMAN EYE CENTER
$6,600
METROPOLITAN ANESTHESIA CONSULTANTS
$6,497
KEY WHITMAN
$5,800
HUNT CONSOLIDATED INC
$5,800
BANK OF THE WEST
$5,502
CAPITOL COUNSEL
$5,300
RC BILLING
$5,000
FRANFUND INC
$5,000
TEXAS ONCOLOGY
$4,900
INTEGRATIVE EMERGENCY SERVICES
$4,500
TEXAS JET
$4,300
The largest donors, and the numbers
| Period | Itemized | Contributions | From TX | Retired donors |
|---|---|---|---|---|
| 2023–24 | $383,215 | 10,203 | 38% | 52% |
| 2021–22 | $177,789 | 279 | 79% | 9% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| WHITMAN, JEFFREY | DALLAS, TX | KEY-WHITMAN EYE CENTER, PHYSICIAN | $12,400 |
| KIMBELL, JEFFREY | PARK CITY, UT | SELF EMPLOYED, HEALTH CARE CONSULTANT | $7,500 |
| HUNT, RAY L. | DALLAS, TX | HUNT CONSOLIDATED, INC., CHAIRMAN, PRESIDENT AND CEO | $5,800 |
| JAHNS, RICHARD | EULESS, TX | RETIRED, RETIRED | $5,652 |
| DIGIAIMO, CATHERINE | JONESTOWN, TX | RC BILLING, OWNER | $5,000 |
| SEIBER, GEOFF | FORT WORTH, TX | FRANFUND, INC., CEO | $5,000 |
| PARKS, MARTHA | DENTON, TX | RETIRED, RETIRED | $4,550 |
| CREE, BRIAN | HIGHLAND VILLAGE, TX | SOUTHWEST DISPLAYS & EVENTS, OWNER | $4,500 |
| KOVATCH, DAVID | THE COLONY, TX | INFOSYS, SR. GLOBAL SOURCING MANAGER | $4,300 |
| OLINGER, SANDRA | GAINESVILLE, FL | RETIRED, RETIRED | $4,258 |
| JONES, ZACHARY | FRISCO, TX | METROPOLITAN ANESTHESIA CONSULTANTS, PHYSICIAN/ANESTHESIOLOGIST | $4,247 |
| CREE, BRIAN P. | HIGHLAND VILLAGE, TX | SOUTHWEST DISPLAYS & EVENTS, OWNER | $4,000 |
| JOHNSON, DENNIS | MIDLAND, TX | SUMMIT PETROLEUM, CHAIRMAN CEO | $4,000 |
| PA, TU DAO | PLANO, TX | $4,000 | |
| PACK, SAM | FARMERS BRANCH, TX | PACK AUTOMOTIVE GROUP, AUTOMOTIVE DEALER | $4,000 |
| ZENAROSA, MD, NICK | SACHSE, TX | INTEGRATIVE EMERGENCY SERVICES, FOUNDER | $4,000 |
| HUBBART, NANCY | LAKE SAINT LOUIS, MO | RETIRED, RETIRED | $3,586 |
| PAYNE, RONALD R. | DALLAS, TX | SOUTHWEST LTC, CEO | $3,435 |
| SANTAROSA, JULIANNE | DALLAS, TX | SURGICAL ELITE PLLC, SURGEON | $3,435 |
| MORRISEY, DENISE | ALEXANDRIA, VA | CAPITOL COUNSEL, PARTNER | $3,300 |
| PEROT, ROSS JR | DALLAS, TX | THE PEROT GROUP, CHAIRMAN | $3,300 |
| PIGMAN, REED | FORT WORTH, TX | TEXAS JET, BUSINESS OWNER | $3,300 |
| SMITH, C DAN | PLANO, TX | SMITH EXPLORATION, OWNER | $3,300 |
| SNYDER, RICHARD W. | DALLAS, TX | HEARTPLACE, PHYSICIAN | $3,300 |
| TUBB, L.C. | FORT WORTH, TX | MICA CORPORATION, PRESIDENT | $3,300 |
Their biggest PAC and party givers
BURGESS VICTORY FUND
$22K
REPUBLICAN GOVERNANCE GROUP/TUESDAY GROUP PAC
$15K
CMR POLITICAL ACTION COMMITTEE
$15K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| BURGESS VICTORY FUND | NONE | $21,768 | 2 |
| SPINE PAC OF THE NATIONAL ASSOCIATION OF SPINE SPECIALISTS | NATIONAL ASSOCIATION OF SPINE SPECIALISTS | $15,000 | 4 |
| REPUBLICAN GOVERNANCE GROUP/TUESDAY GROUP PAC | NONE | $15,000 | 14 |
| POLITICAL ACTION COMMITTEE OF THE AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS--PAC OF AAOS | AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS | $15,000 | 10 |
| NATIONAL APARTMENT ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL APARTMENT ASSOCIATION | $15,000 | 3 |
| METROPOLITAN ANESTHESIA CONSULTANTS POLITICAL ACTION COMMITTEE | METROPOLITAN ANESTHESIA CONSULTANTS | $15,000 | 5 |
| CMR POLITICAL ACTION COMMITTEE | $15,000 | 5 | |
| AMERICAN DENTAL ASSOCIATION POLITICAL ACTION COMMITTEE | INDIANA DENTAL PAC | $15,000 | 4 |
| AMERICAN COLLEGE OF RADIOLOGY ASSOCIATION PAC | AMERICAN COLLEGE OF RADIOLOGY ASSOCIATION | $15,000 | 4 |
| AMERICAN ACADEMY OF DERMATOLOGY ASSOCIATION POLITICAL ACTION COMMITTEE (SKINPAC) | AMERICAN ACADEMY OF DERMATOLOGY ASSOCIATION | $15,000 | 5 |
| TEXAS FARM BUREAU AGFUND | TEXAS FARM BUREAU | $14,415 | 5 |
| JOHNSON & JOHNSON POLITICAL ACTION COMMITTEE | JOHNSON & JOHNSON | $13,500 | 6 |
| AMERICAN ACADEMY OF OPHTHALMOLOGY INC POLITICAL COMMITTEE (OPHTHPAC) | AMERICAN ACADEMY OF OPHTHALMOLOGY | $13,500 | 5 |
| NATIONAL EMERGENCY MEDICINE POLITICAL ACTION COMMITTEE / AMERICAN COLLEGE OF EMERGENCY PHYSICIANS | AMERICAN COLLEGE OF EMERGENCY PHYSICIANS | $12,500 | 7 |
| AMERICAN ASSOCIATION OF ORTHODONTISTS POLITICAL ACTION COMMITTEE | AMERICAN ASSOCIATION OF ORTHODONTISTS | $12,500 | 6 |
| AMERICAN ASSOCIATION OF ORAL AND MAXILLOFACIAL SURGEONS POLITICAL ACTION COMMITTEE | AMERICAN ASSOCIATION OF ORAL AND MAXILLOFACIAL SURGEONS | $12,500 | 4 |
| AMERICAN ASSOCIATION OF NEUROLOGICAL SURGEONS POLITICAL ACTION COMMITTEE (NEUROSURGERYPAC) | AMERICAN ASSOCIATION OF NEUROLOGICAL SURGEONS POLITICAL ACTION COMMITTEE (NEUROSURGERYPAC) | $12,500 | 3 |
| AMERICAN OPTOMETRIC ASSOCIATION POLITICAL ACTION COMMITTEE | AMERICAN OPTOMETRIC ASSOCIATION | $12,000 | 4 |
| US ONCOLOGY INC. NETWORK POLITICAL ACTION COMMITTEE | $11,500 | 4 | |
| AMERICAN MEDICAL ASSOCIATION POLITICAL ACTION COMMITTEE | AMERICAN MEDICAL ASSOCIATION | $11,000 | 6 |
| AMERICAN HOSPITAL ASSOCIATION PAC | AMERICAN HOSPITAL ASSOCIATION | $11,000 | 5 |
| THE NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION ACTION COMMITTEE FOR RURAL ELECTRIFICATION (ACRE) | VALLEY ELECTRIC ASSOCIATION INC., PAC | $10,000 | 4 |
| THE EYE OF THE TIGER POLITICAL ACTION COMMITTEE | $10,000 | 2 | |
| MAJORITY COMMITTEE PAC--MC PAC | MAJORITY RISING | $10,000 | 2 |
| KOCH INDUSTRIES, INC. POLITICAL ACTION COMMITTEE (KOCHPAC) | KOCH INDUSTRIES, INC. | $10,000 | 2 |
Outside spending for and against them
- Against them
- For them
All of it
$96
Who spent it
TEXAS ALLIANCE FOR LIFE FED PAC
$96
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| TEXAS ALLIANCE FOR LIFE FED PAC | for | $96 | 5 |
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
$17K
All 25
How they've voted lately
Nothing on record.
What they sponsor bills about
118th Congress: 42 sponsored, 0 became law · 117th Congress: 44 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| H.Res. 1616 Providing for consideration of the bill (H.R. 115) to amend chapter 8 of title 5, United States Code, to provide for en | Dec 17, 2024 Motion to reconsider laid on the table Agreed to without objection. |
| H.Res. 1602 Providing for consideration of the bill (H.R. 5349) to develop and disseminate a civic education curriculum and oral his | Dec 4, 2024 Motion to reconsider laid on the table Agreed to without objection. |
| H.Res. 1568 Providing for consideration of the bill (H.R. 8932) to establish an earlier application processing cycle for the FAFSA; | Nov 13, 2024 Motion to reconsider laid on the table Agreed to without objection. |
| H.Res. 1486 Providing for consideration of the bill (H.R. 3334) to provide for the imposition of sanctions on members of the Nationa | Sep 24, 2024 Motion to reconsider laid on the table Agreed to without objection. |
| H.Res. 1470 Expanding the jurisdiction of the Task Force on the Attempted Assassination of Donald J. Trump. | Sep 20, 2024 Motion to reconsider laid on the table Agreed to without objection. |
| H.R. 9001 Physician Led and Rural Access to Quality Care Act | Dec 17, 2024 Referred to the Subcommittee on Health. |
| H.Res. 1341 Providing for consideration of the bill (H.R. 8281) to amend the National Voter Registration Act of 1993 to require proo | Jul 9, 2024 Motion to reconsider laid on the table Agreed to without objection. |
| H.Res. 1160 Providing for consideration of the bill (H.R. 8034) making emergency supplemental appropriations to respond to the situa | Apr 19, 2024 Motion to reconsider laid on the table Agreed to without objection. |
| H.R. 7582 Equal Protection for American Workers Act | Mar 7, 2024 Referred to the House Committee on the Judiciary. |
| H.R. 7432 Sickle Cell Disease Comprehensive Care Act | Feb 23, 2024 Referred to the Subcommittee on Health. |
| H.Res. 996 Providing for consideration of the resolution (H.Res. 863) impeaching Alejandro Nicholas Mayorkas, Secretary of Homeland | Feb 6, 2024 Motion to reconsider laid on the table Agreed to without objection. |
| H.Res. 980 Providing for consideration of the bill (H.R. 5585) to impose criminal and immigration penalties for intentionally fleei | Jan 30, 2024 Motion to reconsider laid on the table Agreed to without objection. |
| H.R. 6794 To amend title XVIII of the Social Security Act to extend the Medicare independence at home medical practice demonstrati | Dec 17, 2024 Referred to the Subcommittee on Health. |
| H.R. 6374 Veterans Health Care Stamp Act | Nov 13, 2023 Referred to the Committee on Oversight and Accountability, and in addition to the Committee on Veterans' Affai |
| H.Res. 864 Providing for consideration of the bill (H.R. 5894) making appropriations for the Departments of Labor, Health and Human | Nov 14, 2023 Motion to reconsider laid on the table Agreed to without objection. |
| H.R. 5584 Medicaid Third Party Liability Act | Sep 22, 2023 Referred to the Subcommittee on Health. |
| H.Res. 681 Providing for consideration of the bill (H.R. 1435) to amend the Clean Air Act to prevent the elimination of the sale of | Sep 14, 2023 Motion to reconsider laid on the table Agreed to without objection. |
| H.R. 5391 Protecting Patient Access to Cancer and Complex Therapies Act | Dec 17, 2024 Referred to the Subcommittee on Health. |
| H.R. 4968 GOLD CARD Act of 2023 | Dec 17, 2024 Referred to the Subcommittee on Health. |
| H.R. 4402 To amend title XI of the Social Security Act to clarify manufacturer transparency reporting requirements for certain tra | Dec 17, 2024 Referred to the Subcommittee on Health. |
| H.Res. 524 Providing for consideration of the bill (H.R. 3564) to cancel recent changes made by the Federal Housing Finance Agency | Jun 21, 2023 Motion to reconsider laid on the table Agreed to without objection. |
| H.J.Res. 69 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Env | Jun 16, 2023 Referred to the Subcommittee on Environment, Manufacturing, and Critical Materials. |
| H.R. 3884 Sickle Cell Disease and Other Heritable Blood Disorders Research, Surveillance, Prevention, and Treatment Act of 2023 | Sep 24, 2024 Received in the Senate and Read twice and referred to the Committee on Health, Education, Labor, and Pensions. |
| H.R. 3892 Improving Mental Health and Drug Treatment Act of 2023 | Jun 9, 2023 Referred to the Subcommittee on Health. |
| H.R. 3838 Preventing Maternal Deaths Reauthorization Act of 2023 | Mar 6, 2024 Received in the Senate. Read twice. Placed on Senate Legislative Calendar under General Orders. Calendar No. 3 |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 118th | 42 | 0 | 204 |
| 117th | 44 | 0 | 292 |
12 former staff now lobbying
TAYLOR SEXTON
TODD STRATEGY GROUP
78 clients
JULIE PHILP
ACG ADVOCACY
62 clients
ROBERT BUTORA
WILLIAMS AND JENSEN, PLLC
24 clients
BARRY BROWN
ALPINE GROUP PARTNERS, LLC.
20 clients
JAMES PALUSKIEWICZ
ALSTON & BIRD LLP
20 clients
CASEY BROUHARD
ARNOLD & PORTER KAYE SCHOLER LLP
9 clients
MARY REID
KOUNTOUPES DENHAM CARR & REID, LLC
8 clients
PATRICIA HITTLE
ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)
5 clients
ALEXA ROBERTS
VILLAGE PRACTICE MANAGEMENT COMPANY HOLDINGS, LLC
1 client
SARAH SCHMIDT
FRESENIUS MEDICAL CARE NORTH AMERICA
1 client
KATIE ALLEN
BREAKTHROUGH T1D (FORMERLY KNOWN AS JDRF INTL.)
1 client
SARAH SCHMIDT
PALANTIR TECHNOLOGIES, INC.
1 client
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| TAYLOR SEXTON | Advisor to the Assistant Secretary for Preparedness & Response, HHS; Advisor to the Assistant Secretary of Legislation, HHS; Health Care Policy Fellow, Representative Michael Burgess | TODD STRATEGY GROUP | 78 | 2021–2025 |
| JULIE PHILP | LD, Rep. John Campbell; LA/Sr. LA Rep. Gil Gutknecht; LA and Scheduler Rep. Michael Burgess; LA and Scheduler Rep. Connie Morella; LA Ileana Ros-Lehtinen | ACG ADVOCACY | 62 | 2021–2026 |
| ROBERT BUTORA | Health Policy Advisor, Senator Bill Cassidy; Senior Health Policy Advisor, Representative Leonard Lance, Health Legislative Assistant, Representative Michael Burgess | WILLIAMS AND JENSEN, PLLC | 24 | 2025–2026 |
| BARRY BROWN | Covered Official Position (if applicable)New Barry Brown Chief of Staff, Rep. Michael Burgess & Rep. Kay Granger; Legislative Director, Rep. Kevin Brady | ALPINE GROUP PARTNERS, LLC. | 20 | 2021–2026 |
| JAMES PALUSKIEWICZ | Chief Counsel, House Health Subcommittee; Professional Staff, House Energy & Commerce Committee; Legislative Dir./Deputy Chief of Staff, Rep. Michael Burgess; Legislative Dir., Rep. Charlie Norwood; Legislative Correspondent, Rep. Tubbs Jones. | ALSTON & BIRD LLP | 20 | 2021–2026 |
| CASEY BROUHARD | Health Counsel, Rep. Burgess (2019-2020); Intern, House Energy & Commerce Committee (2019) | ARNOLD & PORTER KAYE SCHOLER LLP | 9 | 2022–2026 |
| MARY REID | Legislative Director, Legislative Assistant and projects Director, Legislative Assistant - Senator Michael Enzi, R-WY; Legislative Director - Rep. Michael Burgess, R-TX | KOUNTOUPES DENHAM CARR & REID, LLC | 8 | 2021–2026 |
| PATRICIA HITTLE | Staff, Rep. Michael Burgess, 2011-12; dep. press sec., Rep. John Carter, 2012-15; health adv., Rep. Mimi Walters, 2015; leg. dir., Rep. Markw. Mullin, 2016-20; chief staff, HHS Asst. Sec. for Fin. Res., 2020-21; staff, House Ed. & Workforce, 2021-24 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 5 | 2024–2025 |
| ALEXA ROBERTS | Deputy Legislative Director, Health Legislative Assistant, Legislative Assistant, Legislative Aid, Legislative Correspondent, Staff Assistant - Congressman Michael Burgess | VILLAGE PRACTICE MANAGEMENT COMPANY HOLDINGS, LLC | 1 | 2024–2025 |
| SARAH SCHMIDT | Health Policy Director, Senator John Thune Health Policy Advisor, Senator Rob Portman Legislative Assistant, Rep. Michael Burgess | FRESENIUS MEDICAL CARE NORTH AMERICA | 1 | 2025 |
| KATIE ALLEN | Snr. Legislative Assistant, Rep. Diane Black (Jan. - Nov. 2015); Healthcare Legislative Assistant, Rep. Michael Burgess (April 2014 - Jan. 2015) | BREAKTHROUGH T1D (FORMERLY KNOWN AS JDRF INTL.) | 1 | 2024 |
| SARAH SCHMIDT | Health Fellow, Legislative Assistant - Rep. Michael Burgess; Health Policy Advisor - Sen. Rob Portman | PALANTIR TECHNOLOGIES, INC. | 1 | 2022 |
From their payroll to lobbying
People Burgess's office paid, by the House's Statement of Disbursements, who later filed lobbying reports (LD-2), lobbying from after the office last paid them: matched by name only where one person on the whole House payroll and one registered lobbyist have it. "Confirmed": their lobbying reports list a job with Burgess themselves.
CATHERINE LENZ ✓
Health Legislative Assistant · Senior Health Policy Advisor, last paid Q1 2022 · THE PICARD GROUP, LLC
18 clients
ALEXA ROBERTS ✓
Deputy Legislative Director · Legislative Aide · Legislative Assistant · Legislative Correspondent, last paid Q1 2024 · VILLAGE PRACTICE MANAGEMENT COMPANY HOLDINGS, LLC
1 client
MICHAEL YANCEY
Energy Policy Advisor · Legislative Assistant, last paid Q1 2022 · CO2EFFICIENT LLC
4 clients
See the data
| Lobbyist | On the payroll as | Last paid | Lobbying for | Clients | Years | Confirmed |
|---|---|---|---|---|---|---|
| CATHERINE LENZ | Health Legislative Assistant · Senior Health Policy Advisor | Q1 2022 | THE PICARD GROUP, LLC | 18 | 2022–2025 | yes |
| ALEXA ROBERTS | Deputy Legislative Director · Legislative Aide · Legislative Assistant · Legislative Correspondent | Q1 2024 | VILLAGE PRACTICE MANAGEMENT COMPANY HOLDINGS, LLC | 1 | 2024–2025 | yes |
| MICHAEL YANCEY | Energy Policy Advisor · Legislative Assistant | Q1 2022 | CO2EFFICIENT LLC | 4 | 2022–2024 | no |
Holdings and trades
$2.2M – $6.2Mnet worth, 2025 report
170trades on their reports
0 of 121trades reported after 45 days
20 daystypical time to report a trade
0reports filed on paper
3filing extensions
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2025 report
Non Investment Residence
Real Estate · Joint
$500K+
Primary Residence
Real Estate · Joint
$500K+
Schwab Value Advantage Money Market (SNAXX) (Cultivar Joint 3289)
Bank Deposit · Joint
$500K+
Fidelity Contrafund
Mutual Funds · Joint
$100K+
Non Investment Residence
Real Estate · Joint
$100K+
Northwest Mutual Life Insurance-65 Life 1987-whole
Life Insurance · Self
$100K+
Northwest Mutual Life Insurance-65 Life 1991b-whole
Life Insurance · Self
$100K+
Northwest Mutual Life Insurance-65 Life 1991-whole
Life Insurance · Self
$100K+
Wells Fargo Bank Deposit Sweep Combined
Bank Deposit · Joint
$100K+
American Funds Growth Fund of America
Bank Deposit · Self
$100K+
Northwest Mutual Life Insurance-65 Life 1988-whole
Life Insurance · Self
$50K+
Northwest Mutual Life Insurance-65 Life 1989-whole
Life Insurance · Self
$50K+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Non Investment Residence | Real Estate | Joint | $500K – $1.0M | None: — |
| Primary Residence | Real Estate | Joint | $500K – $1.0M | None: — |
| Schwab Value Advantage Money Market (SNAXX) (Cultivar Joint 3289) | Bank Deposit | Joint | $500K – $1.0M | Interest: $15K – $50K |
| Fidelity Contrafund | Mutual Funds | Joint | $100K – $250K | Dividends: $15K – $50K |
| Non Investment Residence | Real Estate | Joint | $100K – $250K | None: — |
| Northwest Mutual Life Insurance-65 Life 1987-whole | Life Insurance | Self | $100K – $250K | Tax-Deferred: — |
| Northwest Mutual Life Insurance-65 Life 1991b-whole | Life Insurance | Self | $100K – $250K | Tax-Deferred: — |
| Northwest Mutual Life Insurance-65 Life 1991-whole | Life Insurance | Self | $100K – $250K | Tax-Deferred: — |
| Wells Fargo Bank Deposit Sweep Combined | Bank Deposit | Joint | $100K – $250K | Interest: $1,001 – $2,500 |
| American Funds Growth Fund of America | Bank Deposit | Self | $100K – $250K | Tax-Deferred: — |
| Northwest Mutual Life Insurance-65 Life 1988-whole | Life Insurance | Self | $50K – $100K | Tax-Deferred: — |
| Northwest Mutual Life Insurance-65 Life 1989-whole | Life Insurance | Self | $50K – $100K | Tax-Deferred: — |
| Point Bank | Bank Deposit | Joint | $50K – $100K | Interest: $201 – $1,000 |
| ETF Opportunities Trust Cultivar ETF | Mutual Funds | Joint | $50K – $100K | Dividends: $1,001 – $2,500 |
| Allspring Government Money Market Class I | Mutual Funds | Spouse | $50K – $100K | Tax-Deferred: — |
| Fidelity Adv. Series - Equity Growth Fund | Mutual Funds | Spouse | $50K – $100K | Tax-Deferred: — |
| Champlain Small Company Fund Institutional Shares | Mutual Funds | Joint | $15K – $50K | Dividends: $1,001 – $2,500 |
| EA Series Trust Alpha Architect Tail Risk ETF | Mutual Funds | Joint | $15K – $50K | Dividends: $0 – $0 |
| First Eagle Overseas Fund Class I | Mutual Funds | Joint | $15K – $50K | Dividends: $2,501 – $5,000 |
| Gateway Fund Class Y | Mutual Funds | Joint | $15K – $50K | Dividends: $1 – $200 |
| Hussman Strategic Growth Fd | Mutual Funds | Joint | $15K – $50K | Dividends: $201 – $1,000 |
| iPath Bloomberg Commodity Index Total Return ETN | Mutual Funds | Joint | $15K – $50K | Dividends: $0 – $0 |
| iShares Core U.S. Aggregate Bond ETF | Mutual Funds | Joint | $15K – $50K | Dividends: $1,001 – $2,500 |
| iShares Global Timber & Forestry ETF | Mutual Funds | Joint | $15K – $50K | Dividends: $1 – $200 |
| Loomis Sayles Funds - Bond Fund Institutional Class | Mutual Funds | Joint | $15K – $50K | Dividends: $1,001 – $2,500 |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
Stryker Corporation (SYK)
2021–2023 · $237K – $880K
25 trades
Blackstone Inc. (BX)
2023–2024 · $153K – $545K
13 trades
Illumina, Inc. - Common Stock (ILMN)
2024–2024 · $67K – $305K
11 trades
United Parcel Service, Inc. (UPS)
2023–2024 · $35K – $175K
7 trades
Amazon.com, Inc. (AMZN)
2022–2023 · $62K – $230K
6 trades
Royal Bank Of Canada Common Stock (RY)
2023–2024 · $34K – $160K
6 trades
Walt Disney Company (DIS)
2021–2023 · $33K – $145K
5 trades
Amgen Inc. - Common Stock (AMGN)
2023–2024 · $60K – $200K
4 trades
Palo Alto Networks, Inc. (PANW)
2023–2024 · $60K – $200K
4 trades
Valero Energy Corporation (VLO)
2023–2024 · $60K – $200K
4 trades
All 170 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2024-12-31 | Wasatch-Hoisington U.S. Treasury Fund via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $15K – $50K | annual |
| 2024-12-31 | iShares 20+ Year Treasury Bond ETF via Schwab Premier Bank (Cultivar Joint 1753) | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-09-09 | Schwab Value Advantage Money Fund via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $1,001 – $15K | annual |
| 2024-09-03 | Illumina, Inc. - Common Stock | Sale (Full) | Spouse | $15K – $50K | 21 |
| 2024-08-30 | Illumina, Inc. - Common Stock | Sale (Full) | Self | $15K – $50K | 32 |
| 2024-08-27 | SPDR S&P Regional Banking ETF via Schwab Premier Bank (Cultivar Joint 1753) | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-08-15 | United States Treasury Bill via Spouse's Wells Fargo IRA | Sale (Full) | Spouse | $50K – $100K | annual |
| 2024-07-25 | Royal Bank Of Canada Common Stock | Sale (Full) | Spouse | $15K – $50K | 18 |
| 2024-07-22 | United Parcel Service, Inc. Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 9 |
| 2024-07-16 | Royal Bank Of Canada Common Stock | Purchase | Self | $1,001 – $15K | 15 |
| 2024-07-16 | Royal Bank Of Canada Common Stock | Sale (Partial) | Spouse | $1,001 – $15K | 15 |
| 2024-05-14 | United States Treasury Bill via Spouse's Wells Fargo IRA | Purchase | Spouse | $50K – $100K | annual |
| 2024-05-14 | Allspring Government Money Market Class I via Spouse's Wells Fargo IRA | Purchase | Spouse | $50K – $100K | annual |
| 2024-04-10 | Merck & Company, Inc. Common Stock | Sale (Partial) | Self | $1,001 – $15K | 22 |
| 2024-04-10 | iShares International Inflation-Linked Bond ETF | Sale (Partial) | Self | $1,001 – $15K | 22 |
| 2024-04-10 | International Business Machines Corporation Common Stock | Sale (Partial) | Self | $1,001 – $15K | 22 |
| 2024-04-10 | AbbVie Inc. Common Stock | Sale (Partial) | Self | $1,001 – $15K | 22 |
| 2024-04-08 | Fidelity Contra Fund | Sale (Partial) | Self | $15K – $50K | annual |
| 2024-03-11 | Illumina, Inc. - Common Stock | Sale (Partial) | Spouse | $1,001 – $15K | 30 |
| 2024-03-11 | Exxon Mobil Corporation Common Stock | Sale (Full) | Spouse | $15K – $50K | 30 |
| 2024-03-11 | Illumina, Inc. - Common Stock | Sale (Partial) | Self | $1,001 – $15K | 11 |
| 2024-03-01 | Walgreens Boots Alliance, Inc. - Common Stock | Sale (Partial) | Self | $1,001 – $15K | 21 |
| 2024-02-26 | Best Buy Co., Inc. Common Stock | Sale (Full) | Spouse | $15K – $50K | 10 |
| 2024-02-23 | Best Buy Co., Inc. Common Stock | Sale (Full) | Self | $15K – $50K | 13 |
| 2024-02-12 | Illumina, Inc. - Common Stock | Purchase | Self | $15K – $50K | 24 |
| 2024-02-12 | Illumina, Inc. - Common Stock | Sale (Partial) | Self | $1,001 – $15K | 24 |
| 2024-02-12 | Illumina, Inc. - Common Stock | Sale (Partial) | Spouse | $1,001 – $15K | 24 |
| 2024-02-09 | Palo Alto Networks, Inc. | Sale (Full) | Self | $15K – $50K | 27 |
| 2024-02-09 | Illumina, Inc. - Common Stock | Sale (Partial) | Self | $1,001 – $15K | 27 |
| 2024-01-18 | Walgreens Boots Alliance, Inc. - Common Stock via Wells Fargo IRA | Purchase | Self | $15K – $50K | annual |
| 2024-01-12 | Valero Energy Corporation | Sale (Full) | Self | $15K – $50K | 24 |
| 2024-01-12 | Blackstone Inc. | Sale (Full) | Self | $15K – $50K | 24 |
| 2024-01-10 | Royal Bank Of Canada | Sale (Full) | Spouse | $1,001 – $15K | 12 |
| 2024-01-10 | Royal Bank Of Canada | Purchase | Spouse | $1,001 – $15K | 12 |
| 2024-01-02 | Valero Energy Corporation | Sale (Full) | Spouse | $15K – $50K | 20 |
| 2024-01-02 | Palo Alto Networks, Inc. | Sale (Full) | Spouse | $15K – $50K | 20 |
| 2024-01-02 | Illumina, Inc. | Purchase | Self | $1,001 – $15K | 20 |
| 2024-01-02 | Illumina, Inc. | Sale (Partial) | Spouse | $1,001 – $15K | 20 |
| 2024-01-02 | Illumina, Inc. | Purchase | Spouse | $15K – $50K | 20 |
| 2024-01-02 | Exxon Mobil Corporation | Purchase | Spouse | $15K – $50K | 20 |
| 2024-01-02 | Blackstone Inc. | Sale (Full) | Spouse | $15K – $50K | 20 |
| 2024-01-02 | Amgen Inc. | Sale (Full) | Spouse | $15K – $50K | 20 |
| 2024-01-02 | Advanced Micro Devices, Inc. | Sale (Full) | Spouse | $1,001 – $15K | 20 |
| 2023-12-15 | United Parcel Service, Inc. | Purchase | Spouse | $1,001 – $15K | 24 |
| 2023-12-15 | United Parcel Service, Inc. | Sale (Full) | Spouse | $1,001 – $15K | 24 |
| 2023-12-14 | United Parcel Service, Inc. | Purchase | Self | $1,001 – $15K | 25 |
| 2023-12-14 | United Parcel Service, Inc. | Sale (Full) | Self | $1,001 – $15K | 25 |
| 2023-12-14 | Primary Residence | Purchase | Joint | $500K – $1.0M | annual |
| 2023-12-08 | Valero Energy Corporation | Purchase | Self | $15K – $50K | 10 |
| 2023-12-08 | Palo Alto Networks, Inc. | Purchase | Self | $15K – $50K | 10 |
| 2023-12-08 | Blackstone Inc. | Purchase | Self | $15K – $50K | 10 |
| 2023-12-08 | Blackstone Inc. | Sale (Partial) | Self | $1,001 – $15K | 10 |
| 2023-12-08 | AbbVie Inc. | Sale (Full) | Self | $1,001 – $15K | 10 |
| 2023-12-06 | CME Group Inc. - Class A | Sale (Full) | Self | $15K – $50K | 12 |
| 2023-11-29 | Valero Energy Corporation Common Stock via Spouse's Wells Fargo IRA | Purchase | Spouse | $15K – $50K | annual |
| 2023-11-29 | Palo Alto Networks, Inc. via Spouse's Wells Fargo IRA | Purchase | Spouse | $15K – $50K | annual |
| 2023-11-29 | Blackstone Inc. Common Stock via Spouse's Wells Fargo IRA | Purchase | Spouse | $15K – $50K | annual |
| 2023-11-29 | Amgen Inc. - Common Stock via Spouse's Wells Fargo IRA | Purchase | Spouse | $15K – $50K | annual |
| 2023-11-29 | Advanced Micro Devices, Inc. via Spouse's Wells Fargo IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-09-25 | Blackstone Inc. | Sale (Full) | Spouse | $15K – $50K | 8 |
| 2023-09-15 | Microsoft Corporation | Sale (Full) | Self | $15K – $50K | 18 |
| 2023-09-15 | Undeveloped Property | Sale (Full) | Joint | $100K – $250K | annual |
| 2023-09-15 | Stellantis N.V. Common Shares | Sale (Full) | Spouse | $15K – $50K | annual |
| 2023-09-15 | Prudential Financial, Inc. Common Stock | Sale (Full) | Spouse | $15K – $50K | annual |
| 2023-09-13 | Merck & Company, Inc. Common Stock | Sale (Full) | Self | $1,001 – $15K | 20 |
| 2023-08-22 | Stellantis N.V. Common Shares | Purchase | Spouse | $15K – $50K | 15 |
| 2023-08-22 | Prudential Financial, Inc. | Purchase | Spouse | $15K – $50K | 15 |
| 2023-08-22 | Best Buy Co., Inc. | Purchase | Spouse | $15K – $50K | 15 |
| 2023-08-21 | VanEck Natural Resources ETF via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $1,001 – $15K | annual |
| 2023-08-21 | VanEck Gold Miners ETF via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $15K – $50K | annual |
| 2023-08-21 | Thompson Bond Fund via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $15K – $50K | annual |
| 2023-08-21 | SPDR S&P Regional Banking ETF via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $1,001 – $15K | annual |
| 2023-08-21 | Loomis Sayles Strategic Alpha Fund Class Y via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $15K – $50K | annual |
| 2023-08-21 | Loomis Sayles Funds - Global Bond Fund Instl Class via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $15K – $50K | annual |
| 2023-08-21 | Loomis Sayles Funds - Bond Fund Institutional Class via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $15K – $50K | annual |
| 2023-08-21 | iShares Global Timber & Forestry ETF via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $15K – $50K | annual |
| 2023-08-21 | iShares Core U.S. Aggregate Bond ETF via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $15K – $50K | annual |
| 2023-08-21 | iShares 20+ Year Treasury Bond ETF via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $15K – $50K | annual |
| 2023-08-21 | iPath Bloomberg Commodity Index Total Return ETN via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $15K – $50K | annual |
| 2023-08-21 | Hussman Strategic Growth Fd via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $15K – $50K | annual |
| 2023-08-21 | Gateway Fund Class Y via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $15K – $50K | annual |
| 2023-08-21 | First Eagle Overseas Fund Class I via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $15K – $50K | annual |
| 2023-08-21 | ETF Opportunities Trust Cultivar ETF via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $50K – $100K | annual |
| 2023-08-21 | EA Series Trust Alpha Architect Tail Risk ETF via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $15K – $50K | annual |
| 2023-08-21 | Champlain Small Company Fund Institutional Shares via Schwab Premier Bank (Cultivar Joint 1753) | Purchase | Joint | $15K – $50K | annual |
| 2023-08-16 | Amgen Inc. - Common Stock | Sale (Full) | Self | $15K – $50K | annual |
| 2023-08-14 | Berkshire Hathaway Inc. New | Sale (Full) | Spouse | $15K – $50K | 23 |
| 2023-08-14 | Amazon.com, Inc. | Sale (Full) | Spouse | $15K – $50K | 23 |
| 2023-08-14 | Alphabet Inc. - Class A | Sale (Full) | Spouse | $15K – $50K | 23 |
| 2023-08-14 | AbbVie Inc. | Sale (Full) | Spouse | $15K – $50K | 22 |
| 2023-08-09 | United Parcel Service, Inc. | Purchase | Spouse | $15K – $50K | 28 |
| 2023-08-09 | Royal Bank Of Canada | Purchase | Spouse | $15K – $50K | 28 |
| 2023-08-09 | Blackstone Inc. | Purchase | Spouse | $15K – $50K | 28 |
| 2023-08-09 | Advanced Micro Devices, Inc. | Purchase | Spouse | $1,001 – $15K | 28 |
| 2023-08-09 | United Parcel Service, Inc. | Purchase | Self | $15K – $50K | 27 |
| 2023-08-09 | CME Group Inc. - Class A | Purchase | Self | $15K – $50K | 27 |
| 2023-08-09 | Chemours Company | Purchase | Self | $15K – $50K | 27 |
| 2023-07-21 | The Cigna Group | Sale (Full) | Self | $15K – $50K | 18 |
| 2023-07-21 | Phillips 66 | Sale (Full) | Self | $15K – $50K | 18 |
| 2023-07-17 | Blackstone Inc. | Sale (Full) | Spouse | $15K – $50K | 22 |
| 2023-07-14 | Blackstone Inc. | Sale (Full) | Self | $15K – $50K | 25 |
| 2023-07-12 | Primary Residence | Sale (Full) | Joint | $1.0M – $5.0M | annual |
| 2023-07-06 | Chemours Company | Sale (Partial) | Spouse | $1,001 – $15K | 12 |
| 2023-07-06 | Chemours Company | Purchase | Spouse | $15K – $50K | 12 |
| 2023-07-06 | Berkshire Hathaway Inc. New | Purchase | Spouse | $1,001 – $15K | 12 |
| 2023-07-06 | Amazon.com, Inc. | Sale (Partial) | Spouse | $1,001 – $15K | 12 |
| 2023-07-06 | Amazon.com, Inc. | Purchase | Spouse | $15K – $50K | 12 |
| 2023-07-06 | Alphabet Inc. - Class A | Purchase | Spouse | $15K – $50K | 12 |
| 2023-07-06 | AbbVie Inc. | Purchase | Spouse | $15K – $50K | 12 |
| 2023-06-01 | Blackstone Inc. | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2023-04-10 | Microsoft Corporation | Sale (Full) | Spouse | $15K – $50K | 4 |
| 2023-04-05 | Texas Instruments Incorporated | Sale (Partial) | Self | $1,001 – $15K | 9 |
| 2023-04-05 | Phillips 66 | Purchase | Self | $15K – $50K | 9 |
| 2023-04-05 | Amgen Inc. | Purchase | Self | $15K – $50K | 9 |
| 2023-03-17 | Stryker Corporation | Sale (Full) | Self | $15K – $50K | 28 |
| 2023-02-24 | The Cigna Group (CI) [ST] Michael C. Burgess , 03/14/2023 | Purchase | Self | $15K – $50K | 18 |
| 2023-02-24 | Stryker Corporation | Purchase | Self | $1,001 – $15K | 18 |
| 2023-02-24 | Blackstone Inc. | Purchase | Self | $15K – $50K | 18 |
| 2023-02-24 | Advance Auto Parts Inc. | Sale (Partial) | Self | $1,001 – $15K | 18 |
| 2023-02-24 | Advance Auto Parts Inc. | Purchase | Self | $15K – $50K | 18 |
| 2023-02-24 | Microsoft Corporation (MSFT) [ST] Further, I CERTIFY that I have disclosed Michael C. Burg | Purchase | Spouse | $15K – $50K | 7 |
| 2023-02-24 | Blackstone Inc. | Purchase | Spouse | $15K – $50K | 7 |
| 2023-02-24 | Blackstone Inc. | Sale (Partial) | Spouse | $1,001 – $15K | 7 |
| 2023-02-24 | Advance Auto Parts Inc. | Sale (Partial) | Spouse | $1,001 – $15K | 7 |
| 2023-02-24 | Advance Auto Parts Inc. | Purchase | Spouse | $15K – $50K | 7 |
| 2023-01-27 | American Funds Growth Fund of America via Wells Fargo IRA | Purchase | Self | $50K – $100K | annual |
| 2023-01-20 | Walt Disney Company | Sale (Full) | Self | $15K – $50K | 20 |
| 2023-01-03 | Stryker Corporation | Sale (Full) | Spouse | $100K – $250K | 22 |
| 2022-12-30 | Stryker Corporation | Sale (Full) | Self | $100K – $250K | 26 |
| 2022-11-29 | Stryker Corporation | Sale (Partial) | Self | $1,001 – $15K | 9 |
| 2022-11-28 | Stryker Corporation | Sale (Partial) | Spouse | $1,001 – $15K | 1 |
| 2022-11-16 | Walt Disney Company | Sale (Partial) | Self | $1,001 – $15K | 22 |
| 2022-11-16 | Walt Disney Company | Purchase | Self | $15K – $50K | 22 |
| 2022-11-11 | Morgan Stanley | Sale (Full) | Self | $15K – $50K | 27 |
| 2022-10-25 | Stryker Corporation | Sale (Partial) | Self | $1,001 – $15K | 21 |
| 2022-10-24 | Stryker Corporation | Sale (Partial) | Spouse | $1,001 – $15K | 36 |
| 2022-10-07 | Morgan Stanley | Sale (Partial) | Self | $1,001 – $15K | 26 |
| 2022-10-07 | Morgan Stanley | Purchase | Self | $15K – $50K | 26 |
| 2022-08-31 | Stryker Corporation | Sale (Partial) | Spouse | $1,001 – $15K | 20 |
| 2022-07-22 | Stryker Corporation | Sale (Partial) | Self | $1,001 – $15K | 14 |
| 2022-07-22 | Stryker Corporation | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2022-07-15 | Amazon.com, Inc. | Sale (Full) | Self | $15K – $50K | 21 |
| 2022-07-01 | Undeveloped Property | Purchase | Joint | $1,001 – $15K | annual |
| 2022-07-01 | Northwest Mutual Life Insurance-90 Life 1997-whole | Sale (Full) | Spouse | $100K – $250K | annual |
| 2022-06-21 | Stryker Corporation | Sale (Partial) | Spouse | $1,001 – $15K | 6 |
| 2022-06-14 | Amazon.com, Inc. | Sale (Partial) | Self | $1,001 – $15K | 13 |
| 2022-06-14 | Amazon.com, Inc. | Purchase | Self | $15K – $50K | 13 |
| 2022-05-24 | Stryker Corporation | Sale (Partial) | Self | $1,001 – $15K | 10 |
| 2022-05-23 | Stryker Corporation | Sale (Partial) | Spouse | $1,001 – $15K | 11 |
| 2022-04-18 | Stryker Corporation | Sale (Partial) | Self | $1,001 – $15K | 11 |
| 2022-04-18 | Stryker Corporation | Sale (Partial) | Spouse | $1,001 – $15K | 11 |
| 2022-03-21 | Stryker Corporation | Sale (Partial) | Spouse | $1,001 – $15K | 39 |
| 2022-03-21 | Stryker Corporation | Sale (Partial) | Self | $1,001 – $15K | 25 |
| 2022-03-18 | Berkshire Hathaway Inc. New | Sale (Partial) | Self | $15K – $50K | 28 |
| 2022-02-23 | Stryker Corporation | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-02-09 | Ford Motor Company | Purchase | Self | $1,001 – $15K | annual |
| 2022-02-09 | Berkshire Hathaway Inc. New | Purchase | Self | $15K – $50K | annual |
| 2022-01-27 | Stryker Corporation | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-01-14 | Walt Disney Company | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-01-07 | Abbott Laboratories | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-12-21 | Stryker Corporation | Sale (Partial) | Spouse | $1,001 – $15K | 10 |
| 2021-12-21 | Stryker Corporation | Sale (Partial) | Self | $1,001 – $15K | 10 |
| 2021-12-02 | Walt Disney Company | Purchase | Self | $1,001 – $15K | 29 |
| 2021-12-02 | Microsoft Corporation | Purchase | Self | $1,001 – $15K | 29 |
| 2021-12-02 | Abbott laboratories | Purchase | Self | $1,001 – $15K | 29 |
| 2021-11-23 | Stryker Corporation | Sale (Partial) | Self | $1,001 – $15K | 38 |
| 2021-11-23 | 745 Vest Lane, Pilot Point | Purchase | Joint | $100K – $250K | annual |
| 2021-11-19 | Cigna Corporation | Sale (Partial) | Self | $15K – $50K | 42 |
| 2021-10-19 | Stryker Corporation | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-10-14 | Stryker Corporation | Sale (Partial) | Self | $1,001 – $15K | annual |
What their office spends
What Burgess's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $1,147,600 over the last 4 quarters, 82% of it staff pay. A quarter's figures include late lines charged to the year before.
- Staff pay
- Travel
- Offices: rent, phones, utilities
- Mail and printing
- Everything else
The numbers
| Quarter | Staff pay | Travel | Offices: rent, phones, utilities | Mail and printing | Everything else | Total |
|---|---|---|---|---|---|---|
| Q2 '25 | $0 | $0 | $362 | $50 | $0 | $412 |
| Q1 '25 | $78,908 | $12,200 | $1,755 | $57,252 | $4,456 | $154,571 |
| Q4 '24 | $476,373 | $32,680 | $18,397 | $3,566 | $18,947 | $549,962 |
| Q3 '24 | $390,378 | $27,787 | $18,544 | $575 | $5,373 | $442,656 |
| Q2 '24 | $412,374 | $37,544 | $18,817 | $2,662 | $11,320 | $482,717 |
| Q1 '24 | $352,689 | $39,253 | $18,587 | $1,003 | $52,449 | $463,981 |
| Q4 '23 | $478,742 | $33,509 | $20,169 | $10,858 | $15,896 | $559,174 |
| Q3 '23 | $356,308 | $26,429 | $19,522 | $1,854 | $24,229 | $428,342 |
| Q2 '23 | $339,320 | $30,199 | $18,353 | $1,840 | $19,590 | $409,302 |
| Q1 '23 | $397,807 | $31,564 | $28,575 | $37,240 | $70,401 | $565,586 |
| Q4 '22 | $432,475 | $20,468 | $17,498 | $16,185 | $60,970 | $547,596 |
| Q3 '22 | $378,377 | $22,659 | $37,109 | $730 | $20,766 | $459,640 |
| Q2 '22 | $301,594 | $13,498 | $18,225 | $1,299 | $25,103 | $359,719 |
| Q1 '22 | $278,440 | $15,278 | $18,081 | $1,006 | $45,725 | $358,530 |
| Q4 '21 | $346,443 | $13,674 | $16,832 | $926 | $22,510 | $400,383 |
| Q2 '21 | $272,135 | $16,920 | $16,978 | $1,120 | $18,008 | $325,161 |
| Q1 '21 | $255,205 | $13,629 | $20,061 | $399 | $33,733 | $323,027 |
Private funds
1private funds, LLCs and trusts with no ticker
0file a Form D with the SEC
—bought within 30 days of the fund's first sale
Where the money goes
Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.
American Funds Growth Fund of America
1 trades
$75K
All 1, with what their filings say
Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.
| Fund or entity | Manager | Formed | Kind | Minimum | Investors | First sale | They bought | Traded | Held |
|---|---|---|---|---|---|---|---|---|---|
| American Funds Growth Fund of America | 2023-01-27 | $50K – $100K |
How their trades did
Each of Burgess's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 133 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is within what chance gives. Every member, compared.
- the same trades on other days (95% of the time)
- their average against the market
-4.0%-2.0%0+2.0%+4.0%
30 days later
133 trades · 44% beat the market
-0.3%
90 days later
133 trades · 49% beat the market
-0.8%
Before the public knew: between trading and first reporting a trade (a median of 20 days; 0% of them reported late), their trades moved -0.3% against the market, where the same trades on other days give -1.1% to +1.2%. Copying each on the day it was reported would have earned +0.2% over the next 30 days.
Their trades as a fund
Each purchase buys the middle of its amount band, each sale sells it, from Dec 2, 2021: -10.8% a year against the S&P 500's 12.2%; copying the reports, 1.7%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.
- Their trades
- Copying the reports
- S&P 500
Best timed
- Sold Palo Alto Networks, Inc. (PANW) 2024-02-09 · $15K – $50K · +26.8% against the market in 30 days, +25.7% in 90
- Sold Advance Auto Parts Inc. (AAP) 2023-02-24 · $1,001 – $15K · +17.8% against the market in 30 days, +23.6% in 90
- Sold Advance Auto Parts Inc. (AAP) 2023-02-24 · $1,001 – $15K · +17.8% against the market in 30 days, +23.6% in 90
Worst timed
- Sold Advanced Micro Devices, Inc. (AMD) 2024-01-02 · $1,001 – $15K · -19.5% against the market in 30 days, -21.5% in 90
- Bought Advance Auto Parts Inc. (AAP) 2023-02-24 · $15K – $50K · -17.8% against the market in 30 days, -23.6% in 90
- Bought Advance Auto Parts Inc. (AAP) 2023-02-24 · $15K – $50K · -17.8% against the market in 30 days, -23.6% in 90
Financial disclosures
47 reports
Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.