Congressional stock trades · Member
Susie Lee
Representative · NV-3 · Democrat
864 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 7 annual reports are below.
Current committees: House Committee on Appropriations; House Committee on Natural Resources.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2021-02-10 | 2021-01-12 | 29 | Joint | BALLBall Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-12 | 29 | Joint | CACICACI International, Inc. Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-12 | 29 | Joint | ChampionX Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-12 | 29 | Joint | Discover Financial Services | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-12 | 29 | Joint | WSMWilliams-Sonoma, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-12 | 29 | Joint | DLRDigital Realty Trust, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-12 | 29 | Joint | FISVFiserv, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-11 | 30 | Joint | WSMWilliams-Sonoma, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-08 | 33 | Joint | SVCService Properties Trust - Shares of Beneficial Interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-08 | 33 | Joint | IHS Markit Ltd. Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-07 | 34 | Joint | ChampionX Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-07 | 34 | Joint | WCCWESCO International, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-07 | 34 | Joint | HHHHoward Hughes Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-06 | 35 | Joint | Change Healthcare Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-05 | 36 | Joint | TMUST-Mobile US, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-05 | 36 | Joint | ECLEcolab Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-05 | 36 | Joint | ChampionX Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-05 | 36 | Joint | BIOBio-Rad Laboratories, Inc. Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-10 | 2021-01-05 | 36 | Joint | AHCOAdaptHealth Corp. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-29 | 13 | Joint | FISFidelity National Information Services, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-29 | 13 | Joint | BALLBall Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-29 | 13 | Joint | HHHHoward Hughes Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-29 | 13 | Joint | AMRCAmeresco, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-29 | 13 | Joint | SVCService Properties Trust - Shares of Beneficial Interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-28 | 14 | Joint | SIRISirius XM Holdings Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-23 | 19 | Joint | MCODun & Bradstreet Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-22 | 20 | Joint | SCIService Corporation International | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-22 | 20 | Joint | MCODun & Bradstreet Holdings, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-22 | 20 | Joint | TTEKTetra Tech, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-22 | 20 | Joint | MSCIMSCI Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-22 | 20 | Joint | AMRCAmeresco, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-22 | 20 | Joint | RSGRepublic Services, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-22 | 20 | Joint | CSGPCoStar group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-16 | 26 | Joint | ZBHZimmer Biomet Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-16 | 26 | Joint | Westrock Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-16 | 26 | Joint | Hill-Rom Holdings Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-16 | 26 | Joint | HHHHoward Hughes Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-16 | 26 | Joint | LHLaboratory Corporation of America Holdings | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-16 | 26 | Joint | ITGartner, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-16 | 26 | Joint | IQVIQVIA Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-16 | 26 | Joint | ACIAlbertsons Companies, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-16 | 26 | Joint | RXTRackspace Technology, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-16 | 26 | Joint | The AZEK Company Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-16 | 26 | Joint | WLKWestlake Chemical Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-16 | 26 | Joint | CDWCDW Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-16 | 26 | Joint | TFXTeleflex Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-16 | 26 | Joint | PRA Health Sciences, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-11 | 31 | Joint | Realogy Holdings Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-11 | 31 | Joint | VRTVertiv Holdings, LLC Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-11 | 31 | Joint | FTVFortive Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-11 | 31 | Joint | APTVAptiv PLC Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-11 | 31 | Joint | ROPRoper Technologies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-11 | 31 | Joint | AMEAMETEK, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-11 | 31 | Joint | VNTVontier Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-11 | 31 | Joint | WCCWESCO International, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-10 | 32 | Joint | HHHHoward Hughes Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-10 | 32 | Joint | Westrock Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-10 | 32 | Joint | CHTRCharter Communications, Inc. - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-10 | 32 | Joint | WLKWestlake Chemical Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-10 | 32 | Joint | Realogy Holdings Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-08 | 34 | Joint | MATMattel, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-08 | 34 | Joint | DINDine Brands global, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-08 | 34 | Joint | ZBRAZebra Technologies Corporation - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-08 | 34 | Joint | ITGartner, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-08 | 34 | Joint | ZBHZimmer Biomet Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-08 | 34 | Joint | UAAUnder Armour, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-08 | 34 | Joint | TFXTeleflex Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-08 | 34 | Joint | IHS Markit Ltd. Common Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-03 | 39 | Joint | ZBHZimmer Biomet Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-03 | 39 | Joint | GPCGenuine Parts Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-03 | 39 | Joint | DINDine Brands global, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-03 | 39 | Joint | UAAUnder Armour, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-03 | 39 | Joint | TFXTeleflex Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-03 | 39 | Joint | Hill-Rom Holdings Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-03 | 39 | Joint | GENNortonLifeLock Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-11 | 2020-12-02 | 40 | Joint | ORealty Income Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-23 | 15 | Joint | Avaya Holdings Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-20 | 18 | Joint | ITGartner, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-20 | 18 | Joint | UAAUnder Armour, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-18 | 20 | Joint | PIIPolaris Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-16 | 22 | Joint | HD Supply Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-12 | 26 | Joint | MultiPlan Corporation Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-12 | 26 | Joint | ONON Semiconductor Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-12 | 26 | Joint | LKQLKQ Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-12 | 26 | Joint | CHDNChurchill Downs, Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-12 | 26 | Joint | CPAYFleetCor Technologies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-12 | 26 | Joint | HRIHerc Holdings Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-11 | 27 | Joint | GFLGFL Environmental Inc. Subordinate voting shares, no par value | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-11 | 27 | Joint | CLVTClarivate Plc Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-06 | 32 | Joint | ELANElanco Animal Health Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-04 | 34 | Joint | VRTVertiv Holdings, LLC Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-04 | 34 | Joint | GFLGFL Environmental Inc. Subordinate voting shares, no par value | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-04 | 34 | Joint | ACMAECOM | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-04 | 34 | Joint | USFDUS Foods Holding Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-04 | 34 | Joint | FISVFiserv, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-04 | 34 | Joint | FOURShift4 Payments, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-04 | 34 | Joint | CNCCentene Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-04 | 34 | Joint | LITELumentum Holdings Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-11-02 | 36 | Joint | HRIHerc Holdings Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-22 | 47 ·>45 | Joint | PHMPultegroup, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-22 | 47 ·>45 | Joint | BLDRBuilders FirstSource, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | APTVAptiv PLC Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | ROPRoper Technologies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | VNTVontier Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | LPLALPL Financial Holdings Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | VRTVertiv Holdings, LLC Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | TDYTeledyne Technologies Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | BALLBall Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | DPZDomino's Pizza Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | CNCCentene Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | LWLamb Weston Holdings, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | LITELumentum Holdings Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | STZConstellation Brands, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | OKEONEOK, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | RXTRackspace Technology, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | Duke Realty Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | KMXCarMax Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | XYLXylem Inc. Common Stock New | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | GPKGraphic Packaging Holding Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | FTVFortive Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-19 | 50 ·>45 | Joint | LDOSLeidos Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-07 | 62 ·>45 | Joint | FLIR Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-07 | 62 ·>45 | Joint | VRTVertiv Holdings, LLC Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-07 | 62 ·>45 | Joint | EFXEquifax, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-07 | 62 ·>45 | Joint | APTVAptiv PLC Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-07 | 62 ·>45 | Joint | KMXCarMax Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-07 | 62 ·>45 | Joint | LITELumentum Holdings Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-02 | 67 ·>45 | Joint | GPKGraphic Packaging Holding Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-02 | 67 ·>45 | Joint | BIOBio-Rad Laboratories, Inc. Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-02 | 67 ·>45 | Joint | DXCMDexCom, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-02 | 67 ·>45 | Joint | LDOSLeidos Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-02 | 67 ·>45 | Joint | DLTRDollar Tree, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-02 | 67 ·>45 | Joint | LKQLKQ Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-01 | 68 ·>45 | Joint | VLOValero Energy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-01 | 68 ·>45 | Joint | HASIHannon Armstrong Sustainable Infrastructure Capital, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-01 | 68 ·>45 | Joint | DELLDell Technologies Inc. Class C | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-12-08 | 2020-10-01 | 68 ·>45 | Joint | PIIPolaris Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-24 | 2020-09-28 | 26 | Joint | ALLYAlly Financial Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-24 | 2020-09-28 | 26 | Joint | SCHWCharles Schwab Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-24 | 2020-09-28 | 26 | Joint | Discover Financial Services | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-24 | 2020-09-28 | 26 | Joint | LPLALPL Financial Holdings Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-24 | 2020-09-18 | 36 | Joint | RSGRepublic Services, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-10-24 | 2020-09-18 | 36 | Joint | TOLToll Brothers, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-24 | 2020-09-18 | 36 | Joint | MATMattel, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-24 | 2020-09-18 | 36 | Joint | ENREnergizer Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-24 | 2020-09-18 | 36 | Joint | HASIHannon Armstrong Sustainable Infrastructure Capital, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-24 | 2020-09-18 | 36 | Joint | RHIRobert Half International Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-24 | 2020-09-18 | 36 | Joint | Hologic, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-24 | 2020-09-18 | 36 | Joint | GFLGFL Environmental Inc. Subordinate voting shares, no par value | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-24 | 2020-09-18 | 36 | Joint | MCODun & Bradstreet Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-24 | 2020-09-01 | 53 ·>45 | Joint | RXTRackspace Technology, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-27 | 41 | Joint | SCIService Corporation International | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-27 | 41 | Joint | BHCBausch Health Companies Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-27 | 41 | Joint | MSIMotorola Solutions, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-27 | 41 | Joint | GPKGraphic Packaging Holding Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-27 | 41 | Joint | CDWCDW Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-27 | 41 | Joint | ECLEcolab Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-27 | 41 | Joint | RXTRackspace Technology, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-27 | 41 | Joint | Churchill Capital Corp III Class A common stock, par value $0.0001 per share | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-27 | 41 | Joint | Westrock Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-27 | 41 | Joint | CCICrown Castle International Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-27 | 41 | Joint | FMCFMC Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-27 | 41 | Joint | STORE Capital Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-27 | 41 | Joint | EHCEncompass Health Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-27 | 41 | Joint | KEYSKeysight Technologies Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-25 | 43 | Dependent | MYEMyers Industries, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-10-07 | 2020-08-05 | 63 ·>45 | Joint | ORealty Income Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-05 | 63 ·>45 | Joint | STORE Capital Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-05 | 63 ·>45 | Joint | HXLHexcel Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-04 | 64 ·>45 | Joint | ARMKAramark | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-08-03 | 65 ·>45 | Joint | LDOSLeidos Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-07-06 | 93 ·>45 | Spouse | CCLCarnival Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-07 | 2020-07-06 | 93 ·>45 | Spouse | MARMarriott International - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-07-29 | 36 | Joint | TOLToll Brothers, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-07-29 | 36 | Joint | CBRECBRE group Inc Common Stock Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-07-29 | 36 | Joint | GENNortonLifeLock Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-07-29 | 36 | Joint | SABRSabre Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-07-23 | 42 | Joint | ACIAlbertsons Companies, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-07-23 | 42 | Joint | RSGRepublic Services, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-07-23 | 42 | Joint | TOLToll Brothers, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-07-16 | 49 ·>45 | Joint | DELLDell Technologies Inc. Class C | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-07-15 | 50 ·>45 | Joint | SABRSabre Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-07-15 | 50 ·>45 | Joint | NMIHNMI Holdings Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-07-13 | 52 ·>45 | Joint | Churchill Capital Corp III Class A common stock, par value $0.0001 per share | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-07-08 | 57 ·>45 | Joint | GGTGabelli Multi-Media Trust, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-09-03 | 2020-07-08 | 57 ·>45 | Joint | CCLCarnival Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-07-08 | 57 ·>45 | Joint | MARMarriott International - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2020-07-10 | 2020-06-29 | 11 | Joint | SYYSysco Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-10 | 2020-06-29 | 11 | Joint | ACIWACI Worldwide, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-10 | 2020-06-29 | 11 | Joint | PKPark Hotels & Resorts Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-10 | 2020-06-29 | 11 | Joint | WDCWestern Digital Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-10 | 2020-06-29 | 11 | Joint | TJXTJX Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-10 | 2020-06-26 | 14 | Joint | ACIAlbertsons Companies, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-10 | 2020-06-24 | 16 | Joint | BFAMBright Horizons Family Solutions Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-07-10 | 2020-06-24 | 16 | Joint | PLNTPlanet Fitness, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-07-10 | 2020-06-23 | 17 | Joint | ULTAUlta Beauty, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-07-10 | 2020-06-23 | 17 | Joint | MATMattel, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-10 | 2020-06-09 | 31 | Joint | AZOAutoZone, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-07-10 | 2020-06-09 | 31 | Joint | GPCGenuine Parts Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-10 | 2020-06-09 | 31 | Joint | OKEONEOK, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
54 assets with a value on the report filed 2026-08-12, 9 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Residential Duplex Rental Property at 1008 and 1010 in Georgetown, TX | Other | Member | $250,001 - $500,000 |
| Residential Duplex Rental Property at 1011 and 1015 in Georgetown, TX | Other | Member | $250,001 - $500,000 |
| Residential Duplex Rental Property at 1035 and 1036 in Georgetown, TX | Other | Member | $500,001 - $1,000,000 |
| Fidelity Capital and Income Fund | Fund | Member | None |
| Fidelity Treasury Money Market Fund | Other | Member | $1,001 - $15,000 |
| FGDLFranklin Responsibly Sourced Gold ETF | Fund | Member | $1,001 - $15,000 |
| FLLFull House Resorts, Inc. - Common Stock | Stock | Member | $250,001 - $500,000 |
| iShares Core S&P 500 ETF | Fund | Member | None |
| iShares ESG Advanced MSCI EAFE ETF | Fund | Member | None |
| iShares ESG Advanced MSCI USA ETF | Fund | Member | $15,001 - $50,000 |
| iShares ESG Advanced Universal USD Bond ETF | Fund | Member | $100,001 - $250,000 |
| iShares ESG Aware 1-5 Year USD Corporate Bond ETF | Fund | Member | $15,001 - $50,000 |
| iShares ESG Aware MSCI EAFE ETF | Fund | Member | $1,001 - $15,000 |
| iShares ESG Aware MSCI EM ETF | Fund | Member | $15,001 - $50,000 |
| iShares ESG Aware MSCI USA ETF | Fund | Member | $15,001 - $50,000 |
| iShares ESG Aware MSCI USA Value ETF | Fund | Member | $15,001 - $50,000 |
| iShares ESG Aware U.S. Aggregate Bond ETF | Fund | Member | $50,001 - $100,000 |
| iShares ESG Aware USD Corporate Bond ETF | Fund | Member | $50,001 - $100,000 |
| iShares ESG MSCI KLD 400 ETF | Fund | Member | $15,001 - $50,000 |
| iShares U.S. Carbon Transition Readiness Aware Active ETF | Fund | Member | $15,001 - $50,000 |
| iShares World ex U.S. Carbon Transition Readiness Aware Active ETF | Fund | Member | $1,001 - $15,000 |
| American Century One Choice 2035 Portfolio - I Class | Fund | Member | $1,001 - $15,000 |
| CCLCarnival Corporation Ltd. Common Shares | Stock | Member | None |
| Cash in Account | Other | Member | $15,001 - $50,000 |
| Fidelity Magellan | Fund | Member | None |
| Fidelity Treasury Money Market Fund | Fund | Member | $1,001 - $15,000 |
| FGDLFranklin Responsibly Sourced Gold ETF | Fund | Member | $15,001 - $50,000 |
| Franklin S&P 500 Index Fund Class A | Fund | Member | None |
| Golden Entertainment, Inc. - Common Stock | Stock | Member | None |
| iShares Core S&P 500 ETF | Fund | Member | None |
| iShares ESG Advanced MSCI EAFE ETF | Fund | Member | $15,001 - $50,000 |
| iShares ESG Advanced MSCI USA ETF | Fund | Member | $100,001 - $250,000 |
| iShares ESG Advanced Universal USD Bond ETF | Fund | Member | $100,001 - $250,000 |
| iShares ESG Aware 1-5 Year USD Corporate Bond ETF | Fund | Member | $50,001 - $100,000 |
| iShares ESG Aware MSCI EAFE ETF | Fund | Member | $15,001 - $50,000 |
| iShares ESG Aware MSCI EM ETF | Fund | Member | $50,001 - $100,000 |
| iShares ESG Aware MSCI USA ETF | Fund | Member | $50,001 - $100,000 |
| iShares ESG Aware U.S. Aggregate Bond ETF | Fund | Member | $250,001 - $500,000 |
| iShares ESG Aware USD Corporate Bond ETF | Fund | Member | $250,001 - $500,000 |
| iShares ESG MSCI KLD 400 ETF | Fund | Member | $100,001 - $250,000 |
| iShares iBoxx $ Investment Grade Corporate Bond ETF | Fund | Member | $1,001 - $15,000 |
| iShares MSCI Japan Index Fund | Fund | Member | None |
| iShares U.S. Carbon Transition Readiness Aware Active ETF | Fund | Member | $100,001 - $250,000 |
| iShares World ex U.S. Carbon Transition Readiness Aware Active ETF | Fund | Member | $15,001 - $50,000 |
| MARMarriott International - Class A Common Stock | Stock | Member | None |
| VACMarriott Vacations Worldwide Corporation Common Stock | Stock | Member | None |
| SONYSony Group Corporation American Depositary Shares | Stock | Member | None |
| SBUXStarbucks Corporation - Common Stock | Stock | Member | None |
| TNCTennant Company Common Stock | Stock | Member | None |
| Cash in Account | Other | Member | $1,001 - $15,000 |
| Fidelity Institutional Money Market Funds: Treasury Only Pt Cl I | Fund | Member | $500,001 - $1,000,000 |
| Fidelity Treasury Money Market Fund | Fund | Member | None |
| FLLFull House Resorts, Inc. - Common Stock | Stock | Member | None |
| SBUXStarbucks Corporation - Common Stock | Stock | Member | None |
How reports are read: holdings methodology.