Stock trading fell 71% in the last two quarters
10 stock trades made in Q2 '24 and Q3 '24, against 34 in Q4 '23 and Q1 '24. Recent quarters can still grow as late reports arrive.
Michael C. Burgess (TX-26) disclosed a net worth range between $2.3M and $6.5M in their 2023 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
10 stock trades made in Q2 '24 and Q3 '24, against 34 in Q4 '23 and Q1 '24. Recent quarters can still grow as late reports arrive.
Those 71 trades carry about 19.4% of the disclosed dollars, by the midpoints of the ranges.
The median trade was disclosed 20 days after it was made, and 0 of 135 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 |
|---|---|---|
| 2023 | 2024-08-13 | $2.3M – $6.5M |
| 2022 | 2023-08-11 | $1.4M – $8.2M |
| 2021 | 2022-08-12 | $1.4M – $8.1M |
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2024-09-03 | ILMN ST · Illumina, Inc. - Common Stock (ILMN) | Sell | SP | $15K - $50K | 2024-09-24 | 21d |
| 2024-08-30 | ILMN ST · Illumina, Inc. - Common Stock (ILMN) | Sell | — | $15K - $50K | 2024-10-01 | 32d |
| 2024-07-25 | RY ST · Royal Bank Of Canada Common Stock (RY) | Sell | SP | $15K - $50K | 2024-08-12 | 18d |
| 2024-07-22 | UPS ST · United Parcel Service, Inc. Common Stock (UPS) | Sell | SP | $1K - $15K | 2024-07-31 | 9d |
| 2024-07-16 | RY ST · Royal Bank Of Canada Common Stock (RY) | Buy | — | $1K - $15K | 2024-07-31 | 15d |
| 2024-07-16 | RY ST · Royal Bank Of Canada Common Stock (RY) | Sell | SP | $1K - $15K | 2024-07-31 | 15d |
| 2024-04-10 | ABBV ST · AbbVie Inc. Common Stock (ABBV) | Sell | — | $1K - $15K | 2024-05-02 | 22d |
| 2024-04-10 | IBM ST · International Business Machines Corporation Common Stock (IBM) | Sell | — | $1K - $15K | 2024-05-02 | 22d |
| 2024-04-10 | ITIP ST · iShares International Inflation-Linked Bond ETF (ITIP) | Sell | — | $1K - $15K | 2024-05-02 | 22d |
| 2024-04-10 | MRK ST · Merck & Company, Inc. Common Stock (MRK) | Sell | — | $1K - $15K | 2024-05-02 | 22d |
| 2024-03-11 | ILMN ST · Illumina, Inc. - Common Stock (ILMN) | Sell | — | $1K - $15K | 2024-03-22 | 11d |
| 2024-03-11 | XOM ST · Exxon Mobil Corporation Common Stock (XOM) | Sell | SP | $15K - $50K | 2024-04-10 | 30d |
| 2024-03-11 | ILMN ST · Illumina, Inc. - Common Stock (ILMN) | Sell | SP | $1K - $15K | 2024-04-10 | 30d |
| 2024-03-01 | WBA ST · Walgreens Boots Alliance, Inc. - Common Stock (WBA) | Sell | — | $1K - $15K | 2024-03-22 | 21d |
| 2024-02-26 | BBY ST · Best Buy Co., Inc. Common Stock (BBY) | Sell | SP | $15K - $50K | 2024-03-07 | 10d |
| 2024-02-23 | BBY ST · Best Buy Co., Inc. Common Stock (BBY) | Sell | — | $15K - $50K | 2024-03-07 | 13d |
| 2024-02-12 | ILMN ST · Illumina, Inc. - Common Stock (ILMN) | Sell | SP | $1K - $15K | 2024-03-07 | 24d |
| 2024-02-12 | ILMN ST · Illumina, Inc. - Common Stock (ILMN) | Sell | — | $1K - $15K | 2024-03-07 | 24d |
| 2024-02-12 | ILMN ST · Illumina, Inc. - Common Stock (ILMN) | Buy | — | $15K - $50K | 2024-03-07 | 24d |
| 2024-02-09 | ILMN ST · Illumina, Inc. - Common Stock (ILMN) | Sell | — | $1K - $15K | 2024-03-07 | 27d |
| 2024-02-09 | PANW ST · Palo Alto Networks, Inc. (PANW) | Sell | — | $15K - $50K | 2024-03-07 | 27d |
| 2024-01-12 | BX ST · Blackstone Inc. (BX) | Sell | — | $15K - $50K | 2024-02-05 | 24d |
| 2024-01-12 | VLO ST · Valero Energy Corporation (VLO) | Sell | — | $15K - $50K | 2024-02-05 | 24d |
| 2024-01-10 | RY ST · Royal Bank Of Canada (RY) | Buy | SP | $1K - $15K | 2024-01-22 | 12d |
| 2024-01-10 | RY ST · Royal Bank Of Canada (RY) | Sell | SP | $1K - $15K | 2024-01-22 | 12d |
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-26. 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 (2026-10-26). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
The assets Michael C. Burgess itemised in their 2023 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 |
|---|---|---|---|
| Primary Residence | RP | — | $500K - $1M |
| Schwab Value Advantage Money Market (SNAXX) (Cultivar Joint 3289) | BA |
$15K - $50K
Interest
|
$500K - $1M |
| Non Investment Residence | RP | — | $250K - $500K |
| Point Bank | BA |
$1K - $2.5K
Interest
|
$250K - $500K |
| Fidelity Contrafund | MF |
$5K - $15K
Dividends
|
$100K - $250K |
| Non Investment Residence | RP | — | $100K - $250K |
| Northwest Mutual Life Insurance-65 Life 1987-whole | WU |
Tax-Deferred
|
$100K - $250K |
| Northwest Mutual Life Insurance-65 Life 1991-whole | WU |
Tax-Deferred
|
$100K - $250K |
| Northwest Mutual Life Insurance-65 Life 1991b-whole | WU |
Tax-Deferred
|
$100K - $250K |
| Wells Fargo IRA ⇒ American Funds Growth Fund of America | BA |
Tax-Deferred
|
$100K - $250K |
| Northwest Mutual Life Insurance-65 Life 1988-whole | WU |
Tax-Deferred
|
$50K - $100K |
| Northwest Mutual Life Insurance-65 Life 1989-whole | WU |
Tax-Deferred
|
$50K - $100K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ ETF Opportunities Trust Cultivar ETF (CVAR) | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ Loomis Sayles Funds - Global Bond Fund Instl Class (LSGBX) | MF |
Dividends
|
$50K - $100K |
| Spouse's Wells Fargo IRA ⇒ Fidelity Adv. Series - Equity Growth Fund | MF |
Tax-Deferred
|
$50K - $100K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ Champlain Small Company Fund Institutional Shares (CIPNX) | MF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ EA Series Trust Alpha Architect Tail Risk ETF (CAOS) | EF |
Dividends
|
$15K - $50K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ First Eagle Overseas Fund Class I (SGOIX) | MF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ Gateway Fund Class Y (GTEYX) | MF |
$1 - $200
Dividends
|
$15K - $50K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ Hussman Strategic Growth Fd (HSGFX) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ Loomis Sayles Funds - Bond Fund Institutional Class (LSBDX) | MF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ Loomis Sayles Strategic Alpha Fund Class Y (LASYX) | MF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ Thompson Bond Fund (THOPX) | MF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ VanEck Gold Miners ETF (GDX) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ iPath Bloomberg Commodity Index Total Return ETN (DJP) | ET |
Dividends
|
$15K - $50K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ iShares 20+ Year Treasury Bond ETF (TLT) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ iShares Global Timber & Forestry ETF (WOOD) | EF |
Dividends
|
$15K - $50K |
| Schwab Premier Bank (Cultivar Joint 3289) | BA |
$201 - $1K
Interest
|
$15K - $50K |
| Spouse's Wells Fargo IRA ⇒ Amgen Inc. - Common Stock (AMGN) | ST |
Tax-Deferred
|
$15K - $50K |
| Spouse's Wells Fargo IRA ⇒ Best Buy Co., Inc. Common Stock (BBY) | ST |
Tax-Deferred
|
$15K - $50K |
| Spouse's Wells Fargo IRA ⇒ Blackstone Inc. Common Stock (BX) | ST |
Tax-Deferred
|
$15K - $50K |
| Spouse's Wells Fargo IRA ⇒ Chemours Company (CC) | ST |
Tax-Deferred
|
$15K - $50K |
| Spouse's Wells Fargo IRA ⇒ Palo Alto Networks, Inc. (PANW) | ST |
Tax-Deferred
|
$15K - $50K |
| Spouse's Wells Fargo IRA ⇒ Royal Bank Of Canada Common Stock (RY) | ST |
Tax-Deferred
|
$15K - $50K |
| Spouse's Wells Fargo IRA ⇒ United Parcel Service, Inc. Common Stock (UPS) | ST |
Tax-Deferred
|
$15K - $50K |
| Spouse's Wells Fargo IRA ⇒ Valero Energy Corporation Common Stock (VLO) | ST |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo IRA ⇒ America Movil, S.A.B. de C.V. American Depository Receipt Series L (AMX) | ST |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo IRA ⇒ Blackstone Inc. Common Stock (BX) | ST |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo IRA ⇒ Chemours Company (CC) | ST |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo IRA ⇒ Palo Alto Networks, Inc. (PANW) | ST |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo IRA ⇒ United Parcel Service, Inc. Common Stock (UPS) | ST |
Tax-Deferred
|
$15K - $50K |
| Wells Fargo IRA ⇒ Valero Energy Corporation Common Stock (VLO) | ST |
Tax-Deferred
|
$15K - $50K |
| Fidelity Capital Appreciation | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| Fidelity Cash Reserves | BA |
$1 - $200
Dividends
|
$1K - $15K |
| MetLife, Inc. (MET) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Northwestern Mutual Life Ins Co | WU |
$201 - $1K
Interest
|
$1K - $15K |
| Schwab Cash Account (Cultivar Joint 3289) | BA |
Interest
|
$1K - $15K |
| Schwab Premier Bank (Cultivar Joint 1753) | BA |
$1 - $200
Interest
|
$1K - $15K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ SPDR S&P Regional Banking ETF (KRE) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Schwab Premier Bank (Cultivar Joint 1753) ⇒ VanEck Natural Resources ETF (HAP) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Spouse's Wells Fargo IRA ⇒ Advance Auto Parts Inc. (AAP) | ST |
Tax-Deferred
|
$1K - $15K |
| Spouse's Wells Fargo IRA ⇒ Advanced Micro Devices, Inc. (AMD) | ST |
Tax-Deferred
|
$1K - $15K |
| Spouse's Wells Fargo IRA ⇒ America Movil, S.A.B. de C.V. American Depository Receipt Series L (AMX) | ST |
Tax-Deferred
|
$1K - $15K |
| Spouse's Wells Fargo IRA ⇒ Pfizer, Inc. (PFE) | ST |
Tax-Deferred
|
$1K - $15K |
| Toyota Motor Corporation (TM) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Undeveloped Property | RP | — | $1K - $15K |
| Wells Fargo Bank Deposit Sweep Combined | BA |
$1 - $200
Interest
|
$1K - $15K |
| Wells Fargo IRA ⇒ AT&T Inc. (T) | ST |
Tax-Deferred
|
$1K - $15K |
| Wells Fargo IRA ⇒ AbbVie Inc. (ABBV) | ST |
Tax-Deferred
|
$1K - $15K |
| Wells Fargo IRA ⇒ Advance Auto Parts Inc. (AAP) | ST |
Tax-Deferred
|
$1K - $15K |
| Wells Fargo IRA ⇒ Ford Motor Company (F) | ST |
Tax-Deferred
|
$1K - $15K |
| Wells Fargo IRA ⇒ Intel Corporation (INTC) | ST |
Tax-Deferred
|
$1K - $15K |
| Wells Fargo IRA ⇒ International Business Machines Corporation (IBM) | ST |
Tax-Deferred
|
$1K - $15K |
| Wells Fargo IRA ⇒ Merck & Company, Inc. Common Stock (MRK) | ST |
Tax-Deferred
|
$1K - $15K |
| Wells Fargo IRA ⇒ Southwest Airlines Company (LUV) | ST |
Tax-Deferred
|
$1K - $15K |
| Wells Fargo IRA ⇒ iShares TIPS Bond ETF (TIP) | EF |
Tax-Deferred
|
$1K - $15K |
| American Airlines Group, Inc. (AAL) | ST |
$1 - $200
Dividends
|
$1 - $1K |
| Bath & Body Works, Inc. (BBWI) | ST |
$1 - $200
Dividends
|
$1 - $1K |
| Brighthouse Financial, Inc. (BHF) | ST |
Dividends
|
$1 - $1K |
| E Trade (Formerly Capital One Investing Cash Balance) | BA |
Interest
|
$1 - $1K |
| OPKO Health Inc. (OPK) | ST |
Dividends
|
$1 - $1K |
| Obsidian Energy Ltd. (OBE) | ST |
Dividends
|
$1 - $1K |
| Schwab Cash Account (Cultivar Joint 1753) | BA |
Interest
|
$1 - $1K |
| Schwab f/k/a TD Ameritrade Insured Deposit | BA |
$1 - $200
Interest
|
$1 - $1K |
| Southwest Airlines Company (LUV) | ST |
Dividends
|
$1 - $1K |
| Spouse's Wells Fargo IRA ⇒ Viatris Inc. (VTRS) | ST |
Tax-Deferred
|
$1 - $1K |
| Victorias Secret & Co. (VSCO) | ST |
Dividends
|
$1 - $1K |
| Wells Fargo IRA ⇒ Cigna Corporation (CI) | ST |
Tax-Deferred
|
$1 - $1K |
| Wells Fargo IRA ⇒ GE HealthCare Technologies Inc. - Common Stock (GEHC) | ST |
Tax-Deferred
|
$1 - $1K |
| Wells Fargo IRA ⇒ General Electric Company (GE) | ST |
Tax-Deferred
|
$1 - $1K |
| Wells Fargo IRA ⇒ Kyndryl Holdings, Inc. (KD) | ST | — | $1 - $1K |
| Wells Fargo IRA ⇒ Microsoft Corporation (MSFT) | ST |
Tax-Deferred
|
$1 - $1K |
| Wells Fargo IRA ⇒ Nokia Corporation Sponsored American Depositary Shares (NOK) | ST |
Tax-Deferred
|
$1 - $1K |
| Wells Fargo IRA ⇒ Obsidian Energy Ltd. (OBE) | ST |
Tax-Deferred
|
$1 - $1K |
| Wells Fargo IRA ⇒ Organon & Co. (OGN) | ST | — | $1 - $1K |
| Wells Fargo IRA ⇒ Phillips 66 Common Stock (PSX) | ST |
Tax-Deferred
|
$1 - $1K |
| Wells Fargo IRA ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) | ST | — | $1 - $1K |
| Wright Patterson Congressional Credit Union | BA | — | $1 - $1K |
| iShares MSCI Austria Capped Investable Market Index Fund (EWO) | ST |
$1 - $200
Dividends
|
$1 - $1K |
The liabilities itemised in the 2023 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| mortgage on Hot Springs, AR (Pennymac Loan Services LLC) | $250K - $500K |