Michael C. Burgess
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-07-10. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -0.9% | +1.4% | -2.2% |
| 1 month | +0.8% | +4.1% | -3.3% |
| 1 quarter | +2.7% | +11.1% | -8.4% |
| Year to date | +12.8% | +11.0% | +1.8% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-10). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
Net worth
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.
Net worth band by reporting year
| 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 |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2024-09-03 | ILMN | Sell | SP | $15K - $50K | 2024-09-24 | 21d |
| 2024-08-30 | ILMN | Sell | — | $15K - $50K | 2024-10-01 | 32d |
| 2024-07-25 | RY | Sell | SP | $15K - $50K | 2024-08-12 | 18d |
| 2024-07-22 | UPS | Sell | SP | $1K - $15K | 2024-07-31 | 9d |
| 2024-07-16 | RY | Buy | — | $1K - $15K | 2024-07-31 | 15d |
| 2024-07-16 | RY | Sell | SP | $1K - $15K | 2024-07-31 | 15d |
| 2024-04-10 | IBM | Sell | — | $1K - $15K | 2024-05-02 | 22d |
| 2024-04-10 | MRK | Sell | — | $1K - $15K | 2024-05-02 | 22d |
| 2024-04-10 | ABBV | Sell | — | $1K - $15K | 2024-05-02 | 22d |
| 2024-03-11 | XOM | Sell | SP | $15K - $50K | 2024-04-10 | 30d |
| 2024-03-11 | ILMN | Sell | — | $1K - $15K | 2024-03-22 | 11d |
| 2024-03-11 | ILMN | Sell | SP | $1K - $15K | 2024-04-10 | 30d |
| 2024-02-26 | BBY | Sell | SP | $15K - $50K | 2024-03-07 | 10d |
| 2024-02-23 | BBY | Sell | — | $15K - $50K | 2024-03-07 | 13d |
| 2024-02-12 | ILMN | Sell | SP | $1K - $15K | 2024-03-07 | 24d |
| 2024-02-12 | ILMN | Buy | — | $15K - $50K | 2024-03-07 | 24d |
| 2024-02-12 | ILMN | Sell | — | $1K - $15K | 2024-03-07 | 24d |
| 2024-02-09 | ILMN | Sell | — | $1K - $15K | 2024-03-07 | 27d |
| 2024-02-09 | PANW | Sell | — | $15K - $50K | 2024-03-07 | 27d |
| 2024-01-12 | BX | Sell | — | $15K - $50K | 2024-02-05 | 24d |
| 2024-01-12 | VLO | Sell | — | $15K - $50K | 2024-02-05 | 24d |
| 2024-01-10 | RY | Buy | SP | $1K - $15K | 2024-01-22 | 12d |
| 2024-01-10 | RY | Sell | SP | $1K - $15K | 2024-01-22 | 12d |
| 2024-01-02 | AMD | Sell | SP | $1K - $15K | 2024-01-22 | 20d |
| 2024-01-02 | AMGN | Sell | SP | $15K - $50K | 2024-01-22 | 20d |