90% of trades were disclosed within 45 days
The median trade was disclosed 21 days after it was made, and 4 of 39 trades took longer than the STOCK Act deadline.
Cheri Bustos (IL-17) disclosed a net worth range between $6K and $1.5M in their 2021 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
The median trade was disclosed 21 days after it was made, and 4 of 39 trades took longer than the STOCK Act deadline.
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
| Year | Filed | Net worth band |
|---|---|---|
| 2021 | 2022-07-27 | $6K – $1.5M |
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2020-04-06 | AIMC ST · Altra Industrial Motion Corp. (AIMC) | Sell | — Wells Fargo IRA # 2 | $1K - $15K | 2020-05-19 | 43d |
| 2020-04-06 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) | Sell | — Wells Fargo IRA # 2 | $15K - $50K | 2020-05-19 | 43d |
| 2020-04-06 | MSFT ST · Microsoft Corporation (MSFT) | Sell | — Wells Fargo IRA # 2 | $15K - $50K | 2020-05-19 | 43d |
| 2020-03-24 | MA ST · Mastercard Incorporated (MA) | Sell | — Wells Fargo IRA # 1 | $15K - $50K | 2021-08-03 | 497d late |
| 2020-03-17 | AMZN ST · Amazon.com, Inc. (AMZN) | Sell | — Wells Fargo IRA # 1 | $15K - $50K | 2021-08-03 | 504d late |
| 2020-03-17 | LHX ST · l3Harris Technologies, Inc. (lHX) | Sell | — Wells Fargo IRA # 1 | $15K - $50K | 2021-08-03 | 504d late |
| 2020-02-25 | CMCSA ST · Comcast Corporation - Class A (CMCSA) | Sell | — Wells Fargo IRA # 1 | $15K - $50K | 2020-03-07 | 11d |
| 2020-02-25 | TGT ST · Target Corporation (TgT) | Sell | — Wells Fargo IRA # 1 | $15K - $50K | 2020-03-07 | 11d |
| 2020-02-10 | TGT ST · Target Corporation (TgT) | Buy | — Wells Fargo IRA # 1 | $15K - $50K | 2020-03-07 | 26d |
| 2020-02-10 | DIS ST · Walt Disney Company (DIS) | Sell | — Wells Fargo IRA # 1 | $15K - $50K | 2020-03-07 | 26d |
| 2019-10-29 | MSFT ST · Microsoft Corporation (MSFT) | Buy | — Wells Fargo IRA # 1 | $15K - $50K | 2019-11-08 | 10d |
| 2019-10-18 | AMZN ST · Amazon.com, Inc. (AMZN) | Buy | — Wells Fargo IRA # 1 | $15K - $50K | 2019-11-08 | 21d |
| 2019-10-18 | AAPL ST · Apple Inc. (AAPl) | Sell | — Wells Fargo IRA # 1 | $15K - $50K | 2019-11-08 | 21d |
| 2019-10-18 | CMCSA ST · Comcast Corporation - Class A (CMCSA) | Buy | — Wells Fargo IRA # 1 | $15K - $50K | 2019-11-08 | 21d |
| 2019-10-18 | DHR ST · danaher Corporation (dHR) | Sell | — Wells Fargo IRA # 1 | $15K - $50K | 2019-11-08 | 21d |
| 2019-10-18 | EOG ST · EOg Resources, Inc. (EOg) | Sell | — Wells Fargo IRA # 1 | $15K - $50K | 2019-11-08 | 21d |
| 2019-10-18 | EXPE ST · Expedia group, Inc. (EXPE) | Sell | — Wells Fargo IRA # 1 | $15K - $50K | 2019-11-08 | 21d |
| 2019-10-18 | LHX ST · l3Harris Technologies, Inc. (lHX) | Buy | — Wells Fargo IRA # 1 | $15K - $50K | 2019-11-08 | 21d |
| 2019-10-18 | MA ST · Mastercard Incorporated (MA) | Buy | — Wells Fargo IRA # 1 | $15K - $50K | 2019-11-08 | 21d |
| 2019-10-18 | ULTA ST · ulta Beauty, Inc. (ulTA) | Sell | — Wells Fargo IRA # 1 | $15K - $50K | 2019-11-08 | 21d |
| 2019-10-18 | DIS ST · Walt disney Company (dIS) | Buy | — Wells Fargo IRA # 1 | $15K - $50K | 2019-11-08 | 21d |
| 2018-10-01 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) | Buy | — Wells Fargo IRA # 2 | $15K - $50K | 2018-11-03 | 33d |
| 2018-09-27 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) | Buy | — Wells Fargo IRA # 1 | $15K - $50K | 2019-05-03 | 218d late |
| 2018-09-27 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) | Buy | — Wells Fargo IRA # 1 | $15K - $50K | 2018-10-12 | 15d |
| 2017-01-30 | ZBH Zimmer Biomet Holdings, Inc. (ZBH) | Sell | — Wells Fargo IRA | $15K - $50K | 2017-02-09 | 10d |
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-23. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-23). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
No open positions could be reconstructed from this member's disclosed trades.
The assets Cheri Bustos itemised in their 2021 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| Mississippi Value Credit Union Accounts | BA |
$1 - $200
Interest
|
$100K - $250K |
| UnityPoint Health 457(b) - Fidelity ⇒ JPMorgan SmartRetirement 2025(JNSIX) | MF |
Tax-Deferred
|
$100K - $250K |
| Wells Fargo IRA # 1 ⇒ Guggenheim Limited Duration Fund Institutional Class (GILHX) | MF |
Tax-Deferred
|
$100K - $250K |
| Wells Fargo IRA # 1 ⇒ Dodge & Cox Stock Fund (DODGX) | MF |
Tax-Deferred
|
$50K - $100K |
| Wells Fargo IRA # 1 ⇒ Fidelity Advisor Growth Opportunities FD CL I (FAGCX) | MF |
Tax-Deferred
|
$50K - $100K |
| Wells Fargo IRA # 1 ⇒ Loomis Sayles Global Allocation Fund CL Y (LSWWX) | MF |
Tax-Deferred
|
$50K - $100K |
| Wells Fargo IRA # 1 ⇒ Parnassus Funds Endeavor Fund CL Institutional (PFPWX) | MF |
Tax-Deferred
|
$50K - $100K |
| Wells Fargo IRA # 1 ⇒ T Rowe Price All Cap Opportunities Fund Investor Class Shares (PRWAX) | MF |
Tax-Deferred
|
$50K - $100K |
| Wells Fargo IRA # 2 ⇒ Invesco American Franchise Fund Class A (VAFAX) | MF |
Tax-Deferred
|
$50K - $100K |
| Wells Fargo IRA # 2 ⇒ Invesco Capital Appreciation Fund Class A (OPTFX) | MF |
Tax-Deferred
|
$50K - $100K |
| Wells Fargo IRA # 1 ⇒ Alger SmallCap Growth Institutional Fund Class Z-2 (AISZX) | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo IRA # 1 ⇒ American Century Funds Small Cap Value Fund CL I (ACVIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo IRA # 1 ⇒ Oakmark Global Fund Institutional Class (OANGX) | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo IRA # 1 ⇒ Thornburg Limited Term Income Fund Class I (THIIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo IRA # 2 ⇒ Guggenheim Limited Duration Fund C-Class (GILFX) | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo IRA # 2 ⇒ Invesco Short Term Bond Fund Class A (STBAX) | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo IRA # 2 ⇒ Invesco Small Cap Value Fund CL A (VSCAX) | MF |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo IRA # 1 ⇒ Fidelity Investments Money Market FDS Instl (FNSXX) | MF |
Tax-Deferred
|
$1K - $15K |
| Wells Fargo IRA # 1 ⇒ Wells Fargo Account | BA |
Tax-Deferred
|
$1 - $1K |
The liabilities itemised in the 2021 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Mortgage on personal residence (Mississippi Valley Credit Union) | $100K - $250K |
| Mortgage on personal residence (NewRez LLC dba Shellpoint Mortgage Servicing) | $100K - $250K |
| Mortgage on personal residence, Washington, DC (Wells Fargo Home Mortgage) | $100K - $250K |