Congressional stock trades · Member
Blake D. Moore
Representative · UT-1 · Republican
152 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 5 annual reports are below.
Current committees: House Committee on the Budget; House Committee on Ways and Means.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2024-01-24 | 2024-01-19 | 5 | Member | METAMeta Platforms, Inc. - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | Vanguard Growth ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | BRK.BBerkshire Hathaway Inc. New | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | RTXRTX Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | DISWalt Disney Company | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | JNJJohnson & Johnson | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | AMZNAmazon.com, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | Vanguard Growth ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | METAMeta Platforms, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | MSFTMicrosoft Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | BRK.BBerkshire Hathaway Inc. New | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | BACBank of America Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | SPYSPDR S&P 500 | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | AMZNAmazon.com, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | JNJJohnson & Johnson | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | MSFTMicrosoft Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | BACBank of America Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | AXPAmerican Express Company | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | METAMeta Platforms, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | HQYHealthEquity, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | DISWalt Disney Company | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | AXPAmerican Express Company | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | RTXRTX Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | AAPLApple Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | AMZNAmazon.com, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | MSFTMicrosoft Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | AXPAmerican Express Company | Sale | $15,001 - $50,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | BACBank of America Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | SPYSPDR S&P 500 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | HQYHealthEquity, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | SPYSPDR S&P 500 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | BRK.BBerkshire Hathaway Inc. New | Sale | $15,001 - $50,000 | Clerk → |
| 2024-01-24 | 2024-01-19 | 5 | Member | Vanguard Growth ETF | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-01-24 | 2024-01-09 | 15 | Member | BABoeing Company | Sale | $1,001 - $15,000 | Clerk → |
| 2024-01-24 | 2023-12-22 | 33 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-03 | 2022-01-21 | 13 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-08 | 2021-12-20 | 19 | Member | WYNNWynn Resorts, Limited | Sale | $50,001 - $100,000 | Clerk → |
| 2022-01-08 | 2021-12-20 | 19 | Member | WYNNWynn Resorts, Limited | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-12-03 | 2021-11-19 | 14 | Member | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-15 | 2021-10-13 | 2 | Member | WYNNWynn Resorts, Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-15 | 2021-10-13 | 2 | Member | WYNNWynn Resorts, Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-15 | 2021-10-13 | 2 | Member | WYNNWynn Resorts, Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-15 | 2021-10-13 | 2 | Member | WYNNWynn Resorts, Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-24 | 2021-09-07 | 17 | Member | WYNNWynn Resorts, Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-24 | 2021-09-07 | 17 | Member | WYNNWynn Resorts, Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-24 | 2021-09-07 | 17 | Member | WYNNWynn Resorts, Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-24 | 2021-09-07 | 17 | Member | WYNNWynn Resorts, Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-24 | 2021-09-07 | 17 | Member | WYNNWynn Resorts, Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-24 | 2021-09-07 | 17 | Member | WYNNWynn Resorts, Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-24 | 2021-08-27 | 28 | Member | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-24 | 2021-08-27 | 28 | Member | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-24 | 2021-08-25 | 30 | Member | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-24 | 2021-08-18 | 37 | Member | TSLATesla, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-24 | 2021-08-18 | 37 | Member | TSLATesla, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-24 | 2021-08-17 | 38 | Member | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-13 | 2021-08-04 | 9 | Member | WYNNWynn Resorts, Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-13 | 2021-08-04 | 9 | Member | WYNNWynn Resorts, Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-13 | 2021-08-04 | 9 | Member | WYNNWynn Resorts, Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-13 | 2021-08-04 | 9 | Member | WYNNWynn Resorts, Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-13 | 2021-08-04 | 9 | Member | WYNNWynn Resorts, Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-13 | 2021-08-04 | 9 | Member | WYNNWynn Resorts, Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-13 | 2021-08-04 | 9 | Member | WYNNWynn Resorts, Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-13 | 2021-08-04 | 9 | Member | WYNNWynn Resorts, Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-13 | 2021-07-19 | 25 | Member | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-13 | 2021-07-19 | 25 | Member | BACBank of America Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-13 | 2021-07-19 | 25 | Member | BABoeing Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-13 | 2021-07-19 | 25 | Member | DISWalt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-13 | 2021-07-16 | 28 | Member | NVDANVIDIA Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-13 | 2021-07-16 | 28 | Member | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-06-03 | 44 | Member | MAMastercard Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-06-03 | 44 | Member | MAMastercard Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-05-12 | 66 ·>45 | Member | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-05-12 | 66 ·>45 | Member | BlackRock Ultra Short-Term Bond ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-05-12 | 66 ·>45 | Member | Vanguard S&P 500 ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-05-12 | 66 ·>45 | Member | HQYHealthEquity, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-05-11 | 67 ·>45 | Member | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-05-11 | 67 ·>45 | Member | RTXRaytheon Technologies Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-05-11 | 67 ·>45 | Member | BACBank of America Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-05-11 | 67 ·>45 | Member | HQYHealthEquity, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-05-11 | 67 ·>45 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-05-11 | 67 ·>45 | Member | BABAAlibaba Group Holding Limited American depositary Shares each representing eight Ordinary share | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-05-03 | 75 ·>45 | Member | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-05-03 | 75 ·>45 | Member | AMZNAmazon.com, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-04-30 | 78 ·>45 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-04-30 | 78 ·>45 | Member | BACBank of America Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-04-30 | 78 ·>45 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-04-30 | 78 ·>45 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-04-30 | 78 ·>45 | Member | HQYHealthEquity, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-04-30 | 78 ·>45 | Member | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-04-30 | 78 ·>45 | Member | RTXRaytheon Technologies Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-04-30 | 78 ·>45 | Member | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-26 | 113 ·>45 | Member | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-26 | 113 ·>45 | Member | BABAAlibaba Group Holding Limited American depositary Shares each representing eight Ordinary share | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-26 | 113 ·>45 | Member | RTXRaytheon Technologies Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-26 | 113 ·>45 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-26 | 113 ·>45 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-26 | 113 ·>45 | Member | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-26 | 113 ·>45 | Member | BACBank of America Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-26 | 113 ·>45 | Member | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-26 | 113 ·>45 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-26 | 113 ·>45 | Member | HQYHealthEquity, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-18 | 121 ·>45 | Member | DGDollar General Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-04 | 135 ·>45 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-04 | 135 ·>45 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-04 | 135 ·>45 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-04 | 135 ·>45 | Member | BABAAlibaba Group Holding Limited American depositary Shares each representing eight Ordinary share | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-04 | 135 ·>45 | Member | METAFacebook, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-04 | 135 ·>45 | Member | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-04 | 135 ·>45 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-04 | 135 ·>45 | Member | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-04 | 135 ·>45 | Member | METAFacebook, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-04 | 135 ·>45 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-04 | 135 ·>45 | Member | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-04 | 135 ·>45 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-04 | 135 ·>45 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-04 | 135 ·>45 | Member | BACBank of America Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-03-04 | 135 ·>45 | Member | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-25 | 142 ·>45 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-25 | 142 ·>45 | Member | METAFacebook, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-25 | 142 ·>45 | Member | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-25 | 142 ·>45 | Member | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-25 | 142 ·>45 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-25 | 142 ·>45 | Member | BABAAlibaba Group Holding Limited American depositary Shares each representing eight Ordinary share | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-25 | 142 ·>45 | Member | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-25 | 142 ·>45 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-25 | 142 ·>45 | Member | BACBank of America Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-25 | 142 ·>45 | Member | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-25 | 142 ·>45 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-25 | 142 ·>45 | Member | NVDANVIDIA Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-25 | 142 ·>45 | Member | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-24 | 143 ·>45 | Member | BACBank of America Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-24 | 143 ·>45 | Member | RTXRaytheon Technologies Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-24 | 143 ·>45 | Member | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-24 | 143 ·>45 | Member | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-24 | 143 ·>45 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-24 | 143 ·>45 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-24 | 143 ·>45 | Member | BABAAlibaba Group Holding Limited American depositary Shares each representing eight Ordinary share | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-24 | 143 ·>45 | Member | METAFacebook, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-24 | 143 ·>45 | Member | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-22 | 145 ·>45 | Member | BABAAlibaba Group Holding Limited American depositary Shares each representing eight Ordinary share | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-02-22 | 145 ·>45 | Member | BABAAlibaba Group Holding Limited American depositary Shares each representing eight Ordinary share | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-01-27 | 171 ·>45 | Member | DGDollar General Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-01-27 | 171 ·>45 | Member | DGDollar General Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-01-20 | 178 ·>45 | Member | METAFacebook, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-01-20 | 178 ·>45 | Member | NVDANVIDIA Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-01-20 | 178 ·>45 | Member | METAFacebook, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-17 | 2021-01-20 | 178 ·>45 | Member | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2022 report.
91 assets with a value on the report filed 2023-08-11, 45 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) |
|---|---|---|---|
| Cash Account | Other | Member | $50,001 - $100,000 |
| Medica Santa Carmen Impact Investment | Other | Member | $15,001 - $50,000 |
| R&S Boyer Family, L.C. | Other | Spouse | Spouse/DC Over $1,000,000 |
| The Boyer Company, L.C. | Other | Spouse | Spouse/DC Over $1,000,000 |
| AAPL - Apple Inc. | Option | Member | None |
| BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Stock | Member | None |
| GOOGLAlphabet Inc. - Class A | Stock | Member | None |
| AMZNAmazon.com, Inc. | Stock | Member | None |
| AXPAmerican Express Company | Stock | Member | None |
| AAPLApple Inc. | Stock | Member | None |
| BACBank of America Corporation | Stock | Member | None |
| BRK.BBerkshire Hathaway Inc. New | Stock | Member | None |
| BABoeing Company | Stock | Member | None |
| METAFacebook, Inc. - Class A | Stock | Member | None |
| HQYHealthEquity, Inc. | Stock | Member | None |
| iShares Ultra Short-Term Bond ETF | Other | Member | None |
| IWM - iShares Russell 2000 ETF | Option | Member | None |
| JNJJohnson & Johnson | Stock | Member | None |
| MSFTMicrosoft Corporation | Stock | Member | None |
| RTXRaytheon Technologies Corporation | Stock | Member | None |
| SPYSPDR S&P 500 | Fund | Member | None |
| SPY - SPDR S&P 500 ETF Trust | Fund | Member | None |
| TD Ameritrade Money Market Fund/MMDA12 | Fund | Member | None |
| Vanguard Growth ETF | Fund | Member | None |
| Vanguard S&P 500 ETF | Fund | Member | None |
| DISWalt Disney Company | Stock | Member | None |
| BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Stock | Member | $1,001 - $15,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Member | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. | Stock | Member | $15,001 - $50,000 |
| AXPAmerican Express Company | Stock | Member | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Member | $15,001 - $50,000 |
| BACBank of America Corporation | Stock | Member | $15,001 - $50,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Member | $15,001 - $50,000 |
| BABoeing Company | Stock | Member | $1,001 - $15,000 |
| HQYHealthEquity, Inc. | Stock | Member | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Member | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A | Stock | Member | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Member | $15,001 - $50,000 |
| RTXRaytheon Technologies Corporation | Stock | Member | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Member | $1,001 - $15,000 |
| BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Stock | Member | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. | Stock | Member | $1,001 - $15,000 |
| AXPAmerican Express Company | Stock | Member | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Member | $1,001 - $15,000 |
| BACBank of America Corporation | Stock | Member | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Member | $1,001 - $15,000 |
| HQYHealthEquity, Inc. | Stock | Member | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Member | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Member | $1,001 - $15,000 |
| RTXRaytheon Technologies Corporation | Stock | Member | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Member | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Member | $1,001 - $15,000 |
| BACBank of America Corporation | Stock | Member | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Member | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Member | $1,001 - $15,000 |
| Lending Club Loan Portfolio | Other | Member | $15,001 - $50,000 |
| UTALX - Target Enrollment 2036/2037 | Fund | Member | $50,001 - $100,000 |
| UTALX - Target Enrollment 2036/2037 | Fund | Member | $15,001 - $50,000 |
| UTAJX - Target Enrollment 2032/2033 | Fund | Member | $50,001 - $100,000 |
| UTANX - Target Enrollment 2040/2041 | Other | Member | $15,001 - $50,000 |
| Residential Rental Property | Other | Member | $250,001 - $500,000 |
| ARTMX - ARTISAN MID CAP | Fund | Member | None |
| BHYIX - BLACKROCK HIGH YIELD BOND INSTITUTIONAL | Fund | Member | None |
| CSRSX - COHEN & STEERS REALTY SHARES | Fund | Member | None |
| EGFFX - EDGEWOOD GROWTH FUND RETAIL CLASS | Fund | Member | None |
| FCTR - FIRST TR EXCHANGE-TRADED FD LUNT US FACTOR | Fund | Member | None |
| FDRXX - FIDELITY GOVERNMENT CASH RESERVES | Fund | Member | None |
| GGSYX - GRANDEUR PEAK GLOBAL STALWARTS INVESTOR | Fund | Member | None |
| GPRIX - GRANDEUR PEAK GLBL REACH FD INSTL | Fund | Member | None |
| IJH - ISHARES S&P MIDCAP 400 INDEX FUND | Fund | Member | None |
| iShares TIPS Bond (TIP | Fund | Member | None |
| JP Morgan Ultra-Short Income Exchange-Traded Fund | Fund | Member | None |
| MWTTX - METROPOLITAN WEST TOT RETURN BOND CL I-2 | Fund | Member | None |
| OAYIX - OAKMARK INTL ADVISOR FUND | Fund | Member | None |
| OAYMX - OAKMARK FUND ADVISOR CLASS | Fund | Member | None |
| PIPNX - PIMCO INCOME CL I3 | Fund | Member | None |
| PRZIX - T ROWE PRICE EMERG MARKETS STOCK FUND I | Fund | Member | None |
| T Rowe Price Floating Rate Investment | Fund | Member | None |
| Wasatch Small Cap Value Instl | Fund | Member | None |
| WIAEX - WASATCH SMALL CAP GROWTH INSTL FD | Fund | Member | None |
| EGFIX - EDGEWOOD GROWTH FUND INSTL CL | Fund | Member | $50,001 - $100,000 |
| FDRXX - FIDELITY GOVERNMENT CASH RESERVES | Fund | Member | $1,001 - $15,000 |
| First Trust Lunt U.S. Factor Rotation ETF | Fund | Member | $15,001 - $50,000 |
| GGSYX - GRANDEUR PEAK GLOBAL STALWARTS INSTL | Fund | Member | $50,001 - $100,000 |
| OAYMX - OAKMARK FUND ADVISOR CLASS | Fund | Member | $15,001 - $50,000 |
| Pacer Lunt Large Cap Alternator ETF | Fund | Member | $15,001 - $50,000 |
| WIAEX - WASATCH SMALL CAP GROWTH INSTL FD | Fund | Member | $15,001 - $50,000 |
| THE BLAKE D. MOORE BLIND TRUST U/A 06/07/22 | Other | Member | $1,000,001 - $5,000,000 |
| Wells Fargo Personal Savings Account | Other | Member | $500,001 - $1,000,000 |
How reports are read: holdings methodology.