Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Everything here is built by machine-reading the member's Periodic Transaction Reports on
disclosures-clerk.house.gov
and running our own code over them. The PDFs are often hand-filled or scanned and our parser can
misread a ticker, date, amount or buy/sell; the reported dollar figures are wide bands, not exact
sizes; there is up to a 45-day disclosure lag; positions opened before our price history, or sales
filed late or never, skew the portfolio math; and the calculations themselves may have bugs.
Treat the numbers as a rough guide and
tell us if something looks off.
Michael C. Burgess
Following their disclosures vs. same money in SPY: -416.2 pts
Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
Trades
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| SELL |  IL ILMN
|
$15K–$50K | 2024-08-30 | 2024-10-01 | PDF → |
| SELL | IL ILMN
|
$15K–$50K | 2024-09-03 | 2024-09-24 | PDF → |
| SELL |  RY RY
|
$15K–$50K | 2024-07-25 | 2024-08-12 | PDF → |
| SELL |  UP UPS
|
$1K–$15K | 2024-07-22 | 2024-07-31 | PDF → |
| BUY | RY RY
|
$1K–$15K | 2024-07-16 | 2024-07-31 | PDF → |
| SELL | RY RY
|
$1K–$15K | 2024-07-16 | 2024-07-31 | PDF → |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-04-10 | 2024-05-02 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-04-10 | 2024-05-02 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-04-10 | 2024-05-02 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-04-10 | 2024-05-02 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-03-11 | 2024-04-10 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2024-03-11 | 2024-04-10 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-03-11 | 2024-03-22 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-03-01 | 2024-03-22 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2024-02-26 | 2024-03-07 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2024-02-23 | 2024-03-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-02-12 | 2024-03-07 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2024-02-12 | 2024-03-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-02-09 | 2024-03-07 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2024-02-09 | 2024-03-07 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2024-01-12 | 2024-02-05 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2024-01-12 | 2024-02-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-01-10 | 2024-01-22 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-01-10 | 2024-01-22 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2024-01-02 | 2024-01-22 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2024-01-02 | 2024-01-22 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-01-02 | 2024-01-22 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-01-02 | 2024-01-22 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2024-01-02 | 2024-01-22 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2024-01-02 | 2024-01-22 | 🔒 |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Burgess still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
 PR PRU |
$40K | 21.1% | +46.4% | Sep 2023 | Aug 2023 | |
| UP UPS |
$37K | 19.4% | -26.6% | Sep 2023 | Jul 2024 | |
 CC CC |
$26K | 13.5% | -53.1% | Jul 2023 | Aug 2023 | |
 AA AAP |
$18K | 9.3% | -62.0% | Mar 2023 | Feb 2023 | |
 XO XOM |
$10K | 5.4% | +85.4% | Jan 2024 | Mar 2024 | |
 AM AMGN |
$10K | 5.4% | +69.4% | Apr 2023 | Jan 2024 | |
 ST STLA |
$10K | 5.0% | -65.3% | Sep 2023 | Aug 2023 | |
| 🔒Register for free to view | $9K | 4.5% | +89.7% | Jun 2022 | Aug 2023 | |
| 🔒Register for free to view | $8K | 4.1% | +181.3% | Apr 2023 | Jul 2023 | |
| 🔒Register for free to view | $7K | 4.0% | +179.9% | Jul 2023 | Aug 2023 | |
| 🔒Register for free to view | $7K | 3.6% | +384.2% | Sep 2023 | Jan 2024 | |
| 🔒Register for free to view | $4K | 2.3% | +11.9% | Mar 2022 | Feb 2022 | |
| 🔒Register for free to view | $2K | 1.2% | +53.9% | Sep 2023 | Dec 2023 | |
| 🔒Register for free to view | $2K | 1.1% | +10.5% | Mar 2023 | Jul 2023 |
Filings 55 on file · every disclosure Burgess has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2024-10-01 713d ago | 1 | PDF → |
| 2 | PTR | 2024-09-24 720d ago | 1 | PDF → |
| 3 | Annual | 2024-08-13 762d ago | — | PDF → |
| 4 | PTR | 2024-08-12 763d ago | 1 | PDF → |
| 5 | PTR | 2024-07-31 775d ago | 3 | PDF → |
| 6 | PTR | 2024-05-02 865d ago | 4 | PDF → |
| 7 | PTR | 2024-04-10 887d ago | 2 | 🔒Register for free to view |
| 8 | PTR | 2024-03-22 906d ago | 2 | 🔒Register for free to view |
| 9 | PTR | 2024-03-07 921d ago | 6 | 🔒Register for free to view |
| 10 | PTR | 2024-02-05 952d ago | 2 | 🔒Register for free to view |
| 11 | PTR | 2024-01-22 966d ago | 11 | 🔒Register for free to view |
| 12 | PTR | 2024-01-08 980d ago | 4 | 🔒Register for free to view |
| 13 | PTR | 2023-12-18 1001d ago | 6 | 🔒Register for free to view |
| 14 | PTR | 2023-10-03 1077d ago | 3 | 🔒Register for free to view |
| 15 | PTR | 2023-09-06 1104d ago | 10 | 🔒Register for free to view |
| 16 | PTR | 2023-09-05 1105d ago | 4 | 🔒Register for free to view |
| 17 | Annual | 2023-08-11 1130d ago | — | 🔒Register for free to view |
| 18 | PTR | 2023-08-08 1133d ago | 4 | 🔒Register for free to view |
| 19 | PTR | 2023-07-18 1154d ago | 7 | 🔒Register for free to view |
| 20 | PTR | 2023-06-15 1187d ago | 1 | 🔒Register for free to view |
| 21 | PTR | 2023-04-14 1249d ago | 5 | 🔒Register for free to view |
| 22 | PTR | 2023-03-14 1280d ago | 5 | 🔒Register for free to view |
| 23 | PTR | 2023-03-03 1291d ago | 5 | 🔒Register for free to view |
| 24 | PTR | 2023-02-09 1313d ago | 1 | 🔒Register for free to view |
| 25 | PTR | 2023-01-25 1328d ago | 2 | 🔒Register for free to view |
| 26 | PTR | 2022-12-08 1376d ago | 4 | 🔒Register for free to view |
| 27 | PTR | 2022-11-29 1385d ago | 2 | 🔒Register for free to view |
| 28 | PTR | 2022-11-15 1399d ago | 1 | 🔒Register for free to view |
| 29 | PTR | 2022-11-02 1412d ago | 2 | 🔒Register for free to view |
| 30 | PTR | 2022-09-20 1455d ago | 1 | 🔒Register for free to view |
| 31 | Annual | 2022-08-12 1494d ago | — | 🔒Register for free to view |
| 32 | PTR | 2022-08-05 1501d ago | 2 | 🔒Register for free to view |
| 33 | PTR | 2022-06-27 1540d ago | 1 | 🔒Register for free to view |
| 34 | PTR | 2022-06-27 1540d ago | 2 | 🔒Register for free to view |
| 35 | PTR | 2022-06-03 1564d ago | 2 | 🔒Register for free to view |
| 36 | PTR | 2022-04-29 1599d ago | 2 | 🔒Register for free to view |
| 37 | PTR | 2022-04-15 1613d ago | 2 | 🔒Register for free to view |
| 38 | PTR | 2022-03-23 1636d ago | 1 | 🔒Register for free to view |
| 39 | PTR | 2022-03-03 1656d ago | 2 | 🔒Register for free to view |
| 40 | PTR | 2022-02-10 1677d ago | 2 | 🔒Register for free to view |
| 41 | PTR | 2022-01-27 1691d ago | 1 | 🔒Register for free to view |
| 42 | PTR | 2021-12-31 1718d ago | 6 | 🔒Register for free to view |
| 43 | PTR | 2021-11-17 1762d ago | 2 | 🔒Register for free to view |
| 44 | Annual | 2021-08-09 1862d ago | — | 🔒Register for free to view |
| 45 | Annual | 2020-08-13 2223d ago | — | 🔒Register for free to view |
| 46 | Annual | 2019-08-12 2590d ago | — | 🔒Register for free to view |
| 47 | Annual | 2018-08-06 2961d ago | — | 🔒Register for free to view |
| 48 | Annual | 2017-07-13 3350d ago | — | 🔒Register for free to view |
| 49 | Annual | 2016-08-08 3689d ago | — | 🔒Register for free to view |
| 50 | Annual | 2015-08-07 4056d ago | — | 🔒Register for free to view |
| 51 | PTR | 2014-08-01 4427d ago | 1 | 🔒Register for free to view |
| 52 | Annual | 2014-08-01 4427d ago | — | 🔒Register for free to view |
| 53 | PTR | 2014-04-14 4536d ago | 5 | 🔒Register for free to view |
| 54 | Annual | 2013-05-15 4870d ago | — | 🔒Register for free to view |
| 55 | Annual | 2012-06-08 5211d ago | — | 🔒Register for free to view |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.