1 year
-1.73%
Cumulative estimated return
SPY: 14.60%
Outperformance: -16.33 percentage points
2025-09-15 – 2026-09-15
Missing information
- 5 rows without a saved price.
- 15 sales exceeding observed holdings (unmatched amount omitted).
Michael C. Burgess
Updated Sep 14, 2026Republican · House TX26
Wikipedia biography ↗Years Elected: About 22.0Rank: #115
Service dates
Federal elected service; earlier service not yet verified.
- Jan 7, 2003 – Jan 3, 2005
- Jan 4, 2005 – Jan 3, 2007
- Jan 4, 2007 – Jan 3, 2009
- Jan 6, 2009 – Jan 3, 2011
- Jan 5, 2011 – Jan 3, 2015
- Jan 6, 2015 – Jan 3, 2025
Estimated public-equity portfolio performance
3 years
5.74%
Cumulative estimated return
SPY: 70.83%
Outperformance: -65.09 percentage points
2023-09-15 – 2026-09-15
Missing information
- 5 rows without a saved price.
- 15 sales exceeding observed holdings (unmatched amount omitted).
5 years
2.70%
Cumulative estimated return
SPY: 69.11%
Outperformance: -66.41 percentage points
2021-09-15 – 2026-09-15
Missing information
- 5 rows without a saved price.
- 15 sales exceeding observed holdings (unmatched amount omitted).
As of Sep 15, 2026. 117 parsed trades. Ranks use three-year return.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2023. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| AAL | Not reported | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BBWI | Not reported | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BHF | Spouse | $1 - $1,000 | Unavailable | Unavailable | $49.00Sep 15, 2026 | Unavailable |
| MET | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $98.22Sep 15, 2026 | Unavailable |
| OBE | Not reported | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| OPK | Not reported | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LUV | Not reported | $1 - $1,000 | Unavailable | Unavailable | $39.28Sep 15, 2026 | Unavailable |
| AAP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $43.47Sep 15, 2026 | Unavailable |
| AMD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $504.20Sep 15, 2026 | Unavailable |
| AMX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AMGN | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| BRK.B | Spouse | None | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| BBY | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $93.24Sep 15, 2026 | Unavailable |
| BX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $126.70Sep 15, 2026 | Unavailable |
| CC | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $14.68Sep 15, 2026 | Unavailable |
| PANW | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $375.09Sep 15, 2026 | Unavailable |
| PFE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $27.55Sep 15, 2026 | Unavailable |
| PRU | Spouse | None | Aug 22, 2023 | $90.22 | $119.31Sep 15, 2026 | 32.24% |
| RY | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| STLA | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| SYK | Spouse | None | Unavailable | Unavailable | $281.50Sep 15, 2026 | Unavailable |
| UPS | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $102.35Sep 15, 2026 | Unavailable |
| VLO | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $397.04Sep 15, 2026 | Unavailable |
| VTRS | Spouse | $1 - $1,000 | Unavailable | Unavailable | $16.65Sep 15, 2026 | Unavailable |
| TM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| VSCO | Not reported | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ABBV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $263.04Sep 15, 2026 | Unavailable |
| AAP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $43.47Sep 15, 2026 | Unavailable |
| AMX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AMGN | Not reported | None | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| T | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $126.70Sep 15, 2026 | Unavailable |
| CC | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $14.68Sep 15, 2026 | Unavailable |
| CI | Not reported | $1 - $1,000 | Unavailable | Unavailable | $288.90Sep 15, 2026 | Unavailable |
| F | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $13.50Sep 15, 2026 | Unavailable |
| GEHC | Not reported | $1 - $1,000 | Unavailable | Unavailable | $64.07Sep 15, 2026 | Unavailable |
| GE | Not reported | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| INTC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $97.14Sep 15, 2026 | Unavailable |
| IBM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $248.37Sep 15, 2026 | Unavailable |
| KD | Not reported | $1 - $1,000 | Unavailable | Unavailable | $13.24Sep 15, 2026 | Unavailable |
| MRK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $143.79Sep 15, 2026 | Unavailable |
| MSFT | Not reported | $1 - $1,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NOK | Not reported | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| OBE | Not reported | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| OGN | Not reported | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PANW | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $375.09Sep 15, 2026 | Unavailable |
| PSX | Not reported | $1 - $1,000 | Unavailable | Unavailable | $264.93Sep 15, 2026 | Unavailable |
| LUV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $39.28Sep 15, 2026 | Unavailable |
| UPS | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $102.35Sep 15, 2026 | Unavailable |
| VLO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $397.04Sep 15, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| American Airlines Group, Inc. (AAL) [ST] | not_reported | 36.42649199417758369723435226 | 465.17 |
| Wells Fargo IRA ⇒ Advance Auto Parts Inc. (AAP) [ST] | not_reported | 131.0912665902015402261183025 | 5698.54 |
| Bath & Body Works, Inc. (BBWI) [ST] | not_reported | 11.59638554216867469879518072 | 193.89 |
| Wells Fargo IRA ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | not_reported | 25.89996762706377468436387180 | 13384.07 |
| Wells Fargo IRA ⇒ Chemours Company (CC) [ST] | not_reported | 1030.453392517438173747622067 | 15127.06 |
| Wells Fargo IRA ⇒ Cigna Corporation (CI) [ST] | not_reported | 1.671397562197361830021706462 | 482.87 |
| CME Group Inc. - Class A (CME) [ST] | not_reported | 5.6778849641703793553041331 | 1561.93 |
| Walt Disney Company (DIS) [ST] | not_reported | 60.0097611410217257131385786 | 6386.24 |
| Wells Fargo IRA ⇒ Kyndryl Holdings, Inc. (KD) [ST] | not_reported | 24.08565928777670837343599615 | 318.89 |
| L Brands, Inc. (LB) [ST] | not_reported | 13.45791879537510083355740791 | 1173.80 |
| Wells Fargo IRA ⇒ Nokia Corporation Sponsored American Depositary Shares (NOK) [ST] | not_reported | 146.3450292397660818713450292 | 1440.04 |
| Wells Fargo IRA ⇒ Organon & Co. (OGN) [ST] | not_reported | 34.70873786407766990291262136 | 474.12 |
| Valero Energy Corporation (VLO) [ST] | not_reported | 2.8517548990933021351272302 | 1132.26 |
| Wells Fargo IRA ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | not_reported | 43.98066783831282952548330404 | 1232.78 |
| Spouse's Wells Fargo IRA ⇒ Advance Auto Parts Inc. (AAP) [ST] | spouse | 131.0912665902015402261183025 | 5698.54 |
| Brighthouse Financial, Inc. (BHF) [ST] | spouse | 9.457671957671957671957671958 | 463.43 |
| Spouse's Wells Fargo IRA ⇒ Chemours Company (CC) [ST] | spouse | 1030.453392517438173747622067 | 15127.06 |
| Toyota Motor Corporation (TM) [ST] | spouse | 65.44197858392948681407319995 | 12791.94 |
| Valero Energy Corporation (VLO) [ST] | spouse | 1.2628389596015495296070836 | 501.40 |
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
All trades
157 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| ILMN — Illumina, Inc. - Common Stock (ILMN) [ST] | Spouse | Sale | Sep 3, 2024 | Sep 11, 2026 |
| ILMN — Illumina, Inc. - Common Stock (ILMN) [ST] | Not reported | Sale | Aug 30, 2024 | Sep 11, 2026 |
| RY — Royal Bank Of Canada Common Stock (RY) [ST] | Spouse | Sale | Jul 25, 2024 | Sep 12, 2026 |
| UPS — United Parcel Service, Inc. Common Stock (UPS) [ST] | Spouse | Sale | Jul 22, 2024 | Sep 12, 2026 |
| RY — Royal Bank Of Canada Common Stock (RY) [ST] | Spouse | Sale (partial) | Jul 16, 2024 | Sep 12, 2026 |
| RY — Royal Bank Of Canada Common Stock (RY) [ST] | Not reported | Purchase | Jul 16, 2024 | Sep 12, 2026 |
| ABBV — AbbVie Inc. Common Stock (ABBV) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr | Apr 10, 2024 | Sep 12, 2026 |
| IBM — International Business Machines Corporation Common Stock (IBM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | Apr 10, 2024 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr | Apr 10, 2024 | Sep 12, 2026 |
| XOM — Exxon Mobil Corporation Common Stock (XOM) [ST] | Spouse | Sale | Mar 11, 2024 | Sep 12, 2026 |
| ILMN — Illumina, Inc. - Common Stock (ILMN) [ST] | Multiple owners | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Mar 11, 2024 | Sep 12, 2026 |
| WBA — Walgreens Boots Alliance, Inc. - Common Stock (WBA) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | Mar 1, 2024 | Sep 12, 2026 |
| BBY — Best Buy Co., Inc. Common Stock (BBY) [ST] | Spouse | Sale | Feb 26, 2024 | Sep 12, 2026 |
| BBY — Best Buy Co., Inc. Common Stock (BBY) [ST] | Not reported | Sale | Feb 23, 2024 | Sep 12, 2026 |
| ILMN — Illumina, Inc. - Common Stock (ILMN) [ST] | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 5 · Ptr | Feb 12, 2024 | Sep 12, 2026 |
| ILMN — Illumina, Inc. - Common Stock (ILMN) [ST] | Not reported | Purchase | Feb 12, 2024 | Sep 12, 2026 |
| ILMN — Illumina, Inc. - Common Stock (ILMN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr | Feb 9, 2024 | Sep 12, 2026 |
| PANW — Palo Alto Networks, Inc. (PANW) [ST] | Not reported | Sale | Feb 9, 2024 | Sep 12, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Not reported | Sale | Jan 12, 2024 | Sep 12, 2026 |
| VLO — Valero Energy Corporation (VLO) [ST] | Not reported | Sale | Jan 12, 2024 | Sep 12, 2026 |
| RY — Royal Bank Of Canada (RY) [ST] | Spouse | Purchase | Jan 10, 2024 | Sep 12, 2026 |
| RY — Royal Bank Of Canada (RY) [ST] | Spouse | Sale | Jan 10, 2024 | Sep 12, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Spouse | Sale | Jan 2, 2024 | Sep 12, 2026 |
| AMGN — Amgen Inc. (AMGN) [ST] | Spouse | Sale | Jan 2, 2024 | Sep 12, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Spouse | Sale | Jan 2, 2024 | Sep 12, 2026 |
| XOM — Exxon Mobil Corporation (XOM) [ST] | Spouse | Purchase | Jan 2, 2024 | Sep 12, 2026 |
| ILMN — Illumina, Inc. (ILMN) [ST] | Multiple owners | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 5 · Ptr Original ↗ · Row 7 · Ptr | Jan 2, 2024 | Sep 12, 2026 |
| ILMN — Illumina, Inc. (ILMN) [ST] | Spouse | Sale (partial) | Jan 2, 2024 | Sep 12, 2026 |
| PANW — Palo Alto Networks, Inc. (PANW) [ST] | Spouse | Sale | Jan 2, 2024 | Sep 12, 2026 |
| VLO — Valero Energy Corporation (VLO) [ST] | Spouse | Sale | Jan 2, 2024 | Sep 12, 2026 |
| UPS — United Parcel Service, Inc. (UPS) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Dec 15, 2023 | Sep 14, 2026 |
| UPS — United Parcel Service, Inc. (UPS) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 81 · Annual | Dec 15, 2023 | Sep 12, 2026 |
| UPS — United Parcel Service, Inc. (UPS) [ST] | Spouse | Purchase | Dec 15, 2023 | Sep 12, 2026 |
| UPS — United Parcel Service, Inc. (UPS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 14, 2023 | Sep 14, 2026 |
| UPS — United Parcel Service, Inc. (UPS) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 79 · Annual | Dec 14, 2023 | Sep 12, 2026 |
| UPS — United Parcel Service, Inc. (UPS) [ST] | Not reported | Purchase | Dec 14, 2023 | Sep 12, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 8, 2023 | Sep 14, 2026 |
| PANW — Palo Alto Networks, Inc. (PANW) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 8, 2023 | Sep 14, 2026 |
| VLO — Valero Energy Corporation (VLO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 8, 2023 | Sep 14, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Not reported | Sale (mixed sale types)Source rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 3 · Annual | Dec 8, 2023 | Sep 12, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 26 · Annual | Dec 8, 2023 | Sep 12, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Not reported | Purchase | Dec 8, 2023 | Sep 12, 2026 |
| PANW — Palo Alto Networks, Inc. (PANW) [ST] | Not reported | Purchase | Dec 8, 2023 | Sep 12, 2026 |
| VLO — Valero Energy Corporation (VLO) [ST] | Not reported | Purchase | Dec 8, 2023 | Sep 12, 2026 |
| CME — CME Group Inc. - Class A (CME) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr Original ↗ · Row 33 · Annual | Dec 6, 2023 | Sep 12, 2026 |
| AMD — Spouse's Wells Fargo IRA ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Nov 29, 2023 | Sep 14, 2026 |
| AMGN — Spouse's Wells Fargo IRA ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Nov 29, 2023 | Sep 14, 2026 |
| BX — Spouse's Wells Fargo IRA ⇒ Blackstone Inc. Common Stock (BX) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Nov 29, 2023 | Sep 14, 2026 |
| PANW — Spouse's Wells Fargo IRA ⇒ Palo Alto Networks, Inc. (PANW) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Nov 29, 2023 | Sep 14, 2026 |
| VLO — Spouse's Wells Fargo IRA ⇒ Valero Energy Corporation Common Stock (VLO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Nov 29, 2023 | Sep 14, 2026 |
All disclosures
52 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.
| Filed | Report | Holdings date | Availability |
|---|---|---|---|
| Aug 13, 2020 | Michael C. Burgess — Financial disclosure (A) filed 2020-08-13 Financial | Not established | Needs review |
| Apr 15, 2020 | Michael C. Burgess — Financial disclosure (X) filed 2020-04-15 Financial | Not established | Parsed |