Michael C. Burgess
RHouse · TX-26
STOCK Act filings · simulated, not advice.
annual holdings (12)
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 08/04/2014 → 11/03/2026.
Simulated portfolio
+213.8%
SPY
+377.0%
vs SPY
-163.2%
Simulated portfolioSPYBuySell
Trades
136
Last traded
09/03/2024
Disclosed (est.)
$2.9M
File lag
20 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
ILMN Illumina, Inc. - Common Stock (ILMN) | Sale Owner: Self | $15,001 - $50,000 | 08/30/2024 | 10/01/2024 | -81.3% vs SPY -44.0% | -71.3% vs SPY -35.7% | 20025942 |
ILMN Illumina, Inc. - Common Stock (ILMN) | Sale Owner: Spouse | $15,001 - $50,000 | 09/03/2024 | 09/24/2024 | -82.9% vs SPY -42.7% | -88.8% vs SPY -53.4% | 20025791 |
RY Royal Bank Of Canada Common Stock (RY) | Sale Owner: Spouse | $15,001 - $50,000 | 07/25/2024 | 08/12/2024 | -96.0% vs SPY -52.2% | -96.2% vs SPY -53.3% | 20025605 |
UPS United Parcel Service, Inc. Common Stock (UPS) | Sale Owner: Spouse | $1,001 - $15,000 | 07/22/2024 | 07/31/2024 | +13.7% vs SPY +53.3% | +4.0% vs SPY +46.6% | 20025548 |
RY Royal Bank Of Canada Common Stock (RY) | Purchase Owner: Self | $1,001 - $15,000 | 07/16/2024 | 07/31/2024 | +96.1% vs SPY +59.1% | +95.5% vs SPY +52.9% | 20025548 |
RY Royal Bank Of Canada Common Stock (RY) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 07/16/2024 | 07/31/2024 | -96.1% vs SPY -59.1% | -95.5% vs SPY -52.9% | 20025548 |
MRK Merck & Company, Inc. Common Stock (MRK) | Sale (partial) Owner: Self | $1,001 - $15,000 | 04/10/2024 | 05/02/2024 | -23.4% vs SPY +27.7% | -22.7% vs SPY +29.2% | 20024966 |
ITIP iShares International Inflation-Linked Bond ETF (ITIP) | Sale (partial) Owner: Self | $1,001 - $15,000 | 04/10/2024 | 05/02/2024 | n/a | n/a | 20024966 |
IBM International Business Machines Corporation Common Stock (IBM) | Sale (partial) Owner: Self | $1,001 - $15,000 | 04/10/2024 | 05/02/2024 | -44.5% vs SPY +6.6% | -62.2% vs SPY -10.3% | 20024966 |
ABBV AbbVie Inc. Common Stock (ABBV) | Sale (partial) Owner: Self | $1,001 - $15,000 | 04/10/2024 | 05/02/2024 | -85.2% vs SPY -34.1% | -89.3% vs SPY -37.4% | 20024966 |
ILMN Illumina, Inc. - Common Stock (ILMN) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 03/11/2024 | 04/10/2024 | -76.1% vs SPY -23.7% | -87.4% vs SPY -37.4% | 20024838 |
XOM Exxon Mobil Corporation Common Stock (XOM) | Sale Owner: Spouse | $15,001 - $50,000 | 03/11/2024 | 04/10/2024 | -76.4% vs SPY -24.0% | -57.9% vs SPY -7.9% | 20024838 |
ILMN Illumina, Inc. - Common Stock (ILMN) | Sale (partial) Owner: Self | $1,001 - $15,000 | 03/11/2024 | 03/22/2024 | -76.1% vs SPY -23.7% | -82.7% vs SPY -33.2% | 20024722 |
WBA Walgreens Boots Alliance, Inc. - Common Stock (WBA) | Sale (partial) Owner: Self | $1,001 - $15,000 | 03/01/2024 | 03/22/2024 | n/a | n/a | 20024722 |
BBY Best Buy Co., Inc. Common Stock (BBY) | Sale Owner: Spouse | $15,001 - $50,000 | 02/26/2024 | 03/07/2024 | -40.3% vs SPY +13.6% | -36.5% vs SPY +15.7% | 20024627 |
BBY Best Buy Co., Inc. Common Stock (BBY) | Sale Owner: Self | $15,001 - $50,000 | 02/23/2024 | 03/07/2024 | -40.6% vs SPY +12.8% | -36.5% vs SPY +15.7% | 20024627 |
ILMN Illumina, Inc. - Common Stock (ILMN) | Purchase Owner: Self | $15,001 - $50,000 | 02/12/2024 | 03/07/2024 | +75.0% vs SPY +19.5% | +80.8% vs SPY +28.6% | 20024627 |
ILMN Illumina, Inc. - Common Stock (ILMN) | Sale (partial) Owner: Self | $1,001 - $15,000 | 02/12/2024 | 03/07/2024 | -75.0% vs SPY -19.5% | -80.8% vs SPY -28.6% | 20024627 |
ILMN Illumina, Inc. - Common Stock (ILMN) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 02/12/2024 | 03/07/2024 | -75.0% vs SPY -19.5% | -80.8% vs SPY -28.6% | 20024627 |
PANW Palo Alto Networks, Inc. (PANW) | Sale Owner: Self | $15,001 - $50,000 | 02/09/2024 | 03/07/2024 | -85.8% vs SPY -30.4% | -150.0% vs SPY -97.7% | 20024627 |
ILMN Illumina, Inc. - Common Stock (ILMN) | Sale (partial) Owner: Self | $1,001 - $15,000 | 02/09/2024 | 03/07/2024 | -77.7% vs SPY -22.2% | -80.8% vs SPY -28.6% | 20024627 |
VLO Valero Energy Corporation (VLO) | Sale Owner: Self | $15,001 - $50,000 | 01/12/2024 | 02/05/2024 | -217.6% vs SPY -154.1% | -200.7% vs SPY -143.0% | 20024437 |
BX Blackstone Inc. (BX) | Sale Owner: Self | $15,001 - $50,000 | 01/12/2024 | 02/05/2024 | -9.0% vs SPY +54.4% | -4.5% vs SPY +53.2% | 20024437 |
RY Royal Bank Of Canada (RY) | Sale Owner: Spouse | $1,001 - $15,000 | 01/10/2024 | 01/22/2024 | -119.9% vs SPY -56.4% | -122.9% vs SPY -62.2% | 20024330 |
RY Royal Bank Of Canada (RY) | Purchase Owner: Spouse | $1,001 - $15,000 | 01/10/2024 | 01/22/2024 | +119.9% vs SPY +56.4% | +122.9% vs SPY +62.2% | 20024330 |
PANW Palo Alto Networks, Inc. (PANW) | Sale Owner: Spouse | $15,001 - $50,000 | 01/02/2024 | 01/22/2024 | -142.4% vs SPY -77.6% | -103.5% vs SPY -42.8% | 20024330 |
ILMN Illumina, Inc. (ILMN) | Purchase Owner: Self | $1,001 - $15,000 | 01/02/2024 | 01/22/2024 | +78.0% vs SPY +13.1% | +74.0% vs SPY +13.3% | 20024330 |
ILMN Illumina, Inc. (ILMN) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 01/02/2024 | 01/22/2024 | -78.0% vs SPY -13.1% | -74.0% vs SPY -13.3% | 20024330 |
ILMN Illumina, Inc. (ILMN) | Purchase Owner: Spouse | $15,001 - $50,000 | 01/02/2024 | 01/22/2024 | +78.0% vs SPY +13.1% | +74.0% vs SPY +13.3% | 20024330 |
XOM Exxon Mobil Corporation (XOM) | Purchase Owner: Spouse | $15,001 - $50,000 | 01/02/2024 | 01/22/2024 | +89.6% vs SPY +24.8% | +98.2% vs SPY +37.5% | 20024330 |
BX Blackstone Inc. (BX) | Sale Owner: Spouse | $15,001 - $50,000 | 01/02/2024 | 01/22/2024 | -1.4% vs SPY +63.4% | -9.4% vs SPY +51.3% | 20024330 |
VLO Valero Energy Corporation (VLO) | Sale Owner: Spouse | $15,001 - $50,000 | 01/02/2024 | 01/22/2024 | -219.6% vs SPY -154.8% | -223.4% vs SPY -162.8% | 20024330 |
AMGN Amgen Inc. (AMGN) | Sale Owner: Spouse | $15,001 - $50,000 | 01/02/2024 | 01/22/2024 | -68.4% vs SPY -3.5% | -61.6% vs SPY -0.9% | 20024330 |
AMD Advanced Micro Devices, Inc. (AMD) | Sale Owner: Spouse | $1,001 - $15,000 | 01/02/2024 | 01/22/2024 | -249.2% vs SPY -184.4% | -187.3% vs SPY -126.6% | 20024330 |
UPS United Parcel Service, Inc. (UPS) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/15/2023 | 01/08/2024 | -21.4% vs SPY -87.4% | -19.9% vs SPY -84.3% | 20024265 |
UPS United Parcel Service, Inc. (UPS) | Sale Owner: Spouse | $1,001 - $15,000 | 12/15/2023 | 01/08/2024 | +21.4% vs SPY +87.4% | +19.9% vs SPY +84.3% | 20024265 |
UPS United Parcel Service, Inc. (UPS) | Purchase Owner: Self | $1,001 - $15,000 | 12/14/2023 | 01/08/2024 | -21.1% vs SPY -86.8% | -19.9% vs SPY -84.3% | 20024265 |
UPS United Parcel Service, Inc. (UPS) | Sale Owner: Self | $1,001 - $15,000 | 12/14/2023 | 01/08/2024 | +21.1% vs SPY +86.8% | +19.9% vs SPY +84.3% | 20024265 |
VLO Valero Energy Corporation (VLO) | Purchase Owner: Self | $15,001 - $50,000 | 12/08/2023 | 12/18/2023 | +240.2% vs SPY +170.2% | +212.6% vs SPY +148.5% | 20024169 |
PANW Palo Alto Networks, Inc. (PANW) | Purchase Owner: Self | $15,001 - $50,000 | 12/08/2023 | 12/18/2023 | +134.7% vs SPY +64.7% | +127.0% vs SPY +62.9% | 20024169 |
BX Blackstone Inc. (BX) | Purchase Owner: Self | $15,001 - $50,000 | 12/08/2023 | 12/18/2023 | +15.6% vs SPY -54.4% | +1.4% vs SPY -62.6% | 20024169 |
BX Blackstone Inc. (BX) | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/08/2023 | 12/18/2023 | -15.6% vs SPY +54.4% | -1.4% vs SPY +62.6% | 20024169 |
ABBV AbbVie Inc. (ABBV) | Sale Owner: Self | $1,001 - $15,000 | 12/08/2023 | 12/18/2023 | -111.7% vs SPY -41.7% | -105.7% vs SPY -41.7% | 20024169 |
CME CME Group Inc. - Class A (CME) | Sale Owner: Self | $15,001 - $50,000 | 12/06/2023 | 12/18/2023 | -61.3% vs SPY +10.7% | -61.4% vs SPY +2.6% | 20024169 |
BX Blackstone Inc. (BX) | Sale Owner: Spouse | $15,001 - $50,000 | 09/25/2023 | 10/03/2023 | -19.0% vs SPY +62.0% | -25.9% vs SPY +58.3% | 20023786 |
MSFT Microsoft Corporation (MSFT) | Sale Owner: Self | $15,001 - $50,000 | 09/15/2023 | 10/03/2023 | -61.5% vs SPY +15.0% | -67.2% vs SPY +17.0% | 20023786 |
MRK Merck & Company, Inc. Common Stock (MRK) | Sale Owner: Self | $1,001 - $15,000 | 09/13/2023 | 10/03/2023 | -48.0% vs SPY +27.8% | -55.2% vs SPY +29.0% | 20023786 |
STLA Stellantis N.V. Common Shares (STLA) | Purchase Owner: Spouse | $15,001 - $50,000 | 08/22/2023 | 09/06/2023 | -71.2% vs SPY -150.4% | -71.2% vs SPY -147.7% | 20023623 |
PRU Prudential Financial, Inc. (PRU) | Purchase Owner: Spouse | $15,001 - $50,000 | 08/22/2023 | 09/06/2023 | +52.5% vs SPY -26.7% | +45.9% vs SPY -30.6% | 20023623 |
BBY Best Buy Co., Inc. (BBY) | Purchase Owner: Spouse | $15,001 - $50,000 | 08/22/2023 | 09/06/2023 | +48.2% vs SPY -30.9% | +51.4% vs SPY -25.0% | 20023623 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Sale Owner: Spouse | $15,001 - $50,000 | 08/14/2023 | 09/06/2023 | -55.4% vs SPY +19.8% | -54.0% vs SPY +22.5% | 20023623 |
AMZN Amazon.com, Inc. (AMZN) | Sale Owner: Spouse | $15,001 - $50,000 | 08/14/2023 | 09/06/2023 | -78.3% vs SPY -3.2% | -81.9% vs SPY -5.4% | 20023623 |
GOOGL Alphabet Inc. - Class A (GOOGL) | Sale Owner: Spouse | $15,001 - $50,000 | 08/14/2023 | 09/06/2023 | -115.3% vs SPY -40.1% | -109.0% vs SPY -32.5% | 20023623 |
UPS United Parcel Service, Inc. (UPS) | Purchase Owner: Spouse | $15,001 - $50,000 | 08/09/2023 | 09/06/2023 | -27.1% vs SPY -103.2% | -20.1% vs SPY -96.6% | 20023623 |
RY Royal Bank Of Canada (RY) | Purchase Owner: Spouse | $15,001 - | 08/09/2023 | 09/06/2023 | +135.9% vs SPY +59.8% | +154.9% vs SPY +78.4% | 20023623 |
BX Blackstone Inc. (BX) | Purchase Owner: Spouse | $15,001 - $50,000 | 08/09/2023 | 09/06/2023 | +31.1% vs SPY -45.0% | +20.0% vs SPY -56.5% | 20023623 |
AMD Advanced Micro Devices, Inc. (AMD) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/09/2023 | 09/06/2023 | +338.0% vs SPY +261.9% | +354.0% vs SPY +277.5% | 20023623 |
ABBV AbbVie Inc. (ABBV) | Sale Owner: Spouse | $15,001 - $50,000 | 08/14/2023 | 09/05/2023 | -109.6% vs SPY -34.4% | -119.2% vs SPY -43.3% | 20023612 |
UPS United Parcel Service, Inc. (UPS) | Purchase Owner: Self | $15,001 - $50,000 | 08/09/2023 | 09/05/2023 | -27.1% vs SPY -103.2% | -20.1% vs SPY -96.1% | 20023612 |
CME CME Group Inc. - Class A (CME) | Purchase Owner: Self | $15,001 - $50,000 | 08/09/2023 | 09/05/2023 | +68.2% vs SPY -7.9% | +70.6% vs SPY -5.3% | 20023612 |
CC Chemours Company (CC) | Purchase Owner: Self | $15,001 - $50,000 | 08/09/2023 | 09/05/2023 | -58.8% vs SPY -134.9% | -56.3% vs SPY -132.2% | 20023612 |
CI The Cigna Group (CI) | Sale Owner: Self | $15,001 - $50,000 | 07/21/2023 | 08/08/2023 | -7.1% vs SPY +66.5% | -9.1% vs SPY +67.0% | 20023382 |
PSX Phillips 66 (PSX) | Sale Owner: Self | $15,001 - $50,000 | 07/21/2023 | 08/08/2023 | -186.6% vs SPY -113.0% | -164.8% vs SPY -88.7% | 20023382 |
BX Blackstone Inc. (BX) | Sale Owner: Spouse | $15,001 - $50,000 | 07/17/2023 | 08/08/2023 | -26.7% vs SPY +47.4% | -31.1% vs SPY +45.0% | 20023382 |
BX Blackstone Inc. (BX) | Sale Owner: Self | $15,001 - $50,000 | 07/14/2023 | 08/08/2023 | -27.1% vs SPY +47.6% | -31.1% vs SPY +45.0% | 20023382 |
CC Chemours Company (CC) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 07/06/2023 | 07/18/2023 | +59.2% vs SPY +137.8% | +62.0% vs SPY +134.4% | 20023340 |
CC Chemours Company (CC) | Purchase Owner: Spouse | $15,001 - $50,000 | 07/06/2023 | 07/18/2023 | -59.2% vs SPY -137.8% | -62.0% vs SPY -134.4% | 20023340 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Spouse | $1,001 - $15,000 | 07/06/2023 | 07/18/2023 | +63.1% vs SPY -15.4% | +62.7% vs SPY -9.8% | 20023340 |
AMZN Amazon.com, Inc. (AMZN) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 07/06/2023 | 07/18/2023 | -95.3% vs SPY -16.8% | -85.2% vs SPY -12.8% | 20023340 |
AMZN Amazon.com, Inc. (AMZN) | Purchase Owner: Spouse | $15,001 - $50,000 | 07/06/2023 | 07/18/2023 | +95.3% vs SPY +16.8% | +85.2% vs SPY +12.8% | 20023340 |
GOOGL Alphabet Inc. - Class A (GOOGL) | Purchase Owner: Spouse | $15,001 - $50,000 | 07/06/2023 | 07/18/2023 | +135.4% vs SPY +56.8% | +131.7% vs SPY +59.2% | 20023340 |
ABBV AbbVie Inc. (ABBV) | Purchase Owner: Spouse | $15,001 - $50,000 | 07/06/2023 | 07/18/2023 | +135.1% vs SPY +56.6% | +131.8% vs SPY +59.4% | 20023340 |
BX Blackstone Inc. (BX) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 06/01/2023 | 06/15/2023 | -51.8% vs SPY +35.0% | -45.1% vs SPY +33.5% | 20023153 |
MSFT Microsoft Corporation (MSFT) | Sale Owner: Spouse | $15,001 - $50,000 | 04/10/2023 | 04/14/2023 | -85.0% vs SPY +7.3% | -85.4% vs SPY +4.9% | 20022685 |
TXN Texas Instruments Incorporated (TXN) | Sale (partial) Owner: Self | $1,001 - $15,000 | 04/05/2023 | 04/14/2023 | -95.9% vs SPY -2.7% | -92.8% vs SPY -2.5% | 20022685 |
PSX Phillips 66 (PSX) | Purchase Owner: Self | $15,001 - $50,000 | 04/05/2023 | 04/14/2023 | +193.4% vs SPY +100.1% | +194.8% vs SPY +104.5% | 20022685 |
AMGN Amgen Inc. (AMGN) | Purchase Owner: Self | $15,001 - $50,000 | 04/05/2023 | 04/14/2023 | +102.7% vs SPY +9.4% | +107.0% vs SPY +16.7% | 20022685 |
SYK Stryker Corporation (SYK) | Sale Owner: Self | $15,001 - $50,000 | 03/17/2023 | 04/14/2023 | -17.5% vs SPY +84.5% | -9.8% vs SPY +80.5% | 20022685 |
CI The Cigna Group (CI) | Purchase Owner: Self | $15,001 - $50,000 | 02/24/2023 | 03/14/2023 | +8.0% vs SPY -91.5% | +16.9% vs SPY -86.3% | 20022541 |
SYK Stryker Corporation (SYK) | Purchase Owner: Self | $1,001 - $15,000 | 02/24/2023 | 03/14/2023 | +22.9% vs SPY -76.6% | +18.1% vs SPY -85.1% | 20022541 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.