Michael Burgess(age: 75)
78
Total Trades
28
Buys
50
Sells
$1.5M
Est. Net Worth (2018)
$45K - $806K
Disclosed Trades Value
2024-09-03
Last Trade
Portfolio Concentration
Top holdings by estimated value — hover for details
Estimated Portfolio
Derived from disclosed trades. Amounts are STOCK Act disclosure ranges, not exact values.
| Ticker | Company | Last Action | Buys | Sells | Est. Value | Last Trade |
|---|---|---|---|---|---|---|
 UPS
|
United Parcel Service Inc | sell | 4 | 3 | $0 - $126K | Jul 22nd, 2024 |
 CC
|
The Chemours Co | buy | 2 | 1 | $15K - $98K | Aug 9th, 2023 |
 ILMN
|
Illumina Inc | sell | 3 | 8 | $0 - $78K | Sep 3rd, 2024 |
 RY
|
Royal Bank of Canada | sell | 3 | 3 | $0 - $62K | Jul 25th, 2024 |
 PRU
|
Prudential Financial Inc | buy | 1 | 0 | $15K - $50K | Aug 22nd, 2023 |
 STLA
|
Stellantis NV | buy | 1 | 0 | $15K - $50K | Aug 22nd, 2023 |
 XOM
|
Exxon Mobil Corp | sell | 1 | 1 | $0 - $34K | Mar 11th, 2024 |
 AMGN
|
Amgen Inc | sell | 1 | 1 | $0 - $34K | Jan 2nd, 2024 |
 CME
|
CME Group Inc | sell | 1 | 1 | $0 - $34K | Dec 6th, 2023 |
 GOOGL
|
Alphabet Inc | sell | 1 | 1 | $0 - $34K | Aug 14th, 2023 |
 PSX
|
Phillips 66 | sell | 1 | 1 | $0 - $34K | Jul 21st, 2023 |
 AMZN
|
Amazon.com Inc | sell | 1 | 2 | $0 - $33K | Aug 14th, 2023 |
 ABBV
|
AbbVie Inc | sell | 1 | 3 | $0 - $32K | Apr 10th, 2024 |
 BX
|
Blackstone Group Inc | sell | 2 | 7 | $0 - $22K | Jan 12th, 2024 |
 BBY
|
Best Buy Co Inc | sell | 1 | 2 | $0 - $19K | Feb 26th, 2024 |
 PANW
|
Palo Alto Networks Inc | sell | 1 | 2 | $0 - $19K | Feb 9th, 2024 |
 VLO
|
Valero Energy Corp | sell | 1 | 2 | $0 - $19K | Jan 12th, 2024 |
 AMD
|
Advanced Micro Devices Inc | sell | 1 | 1 | $0 - $13K | Jan 2nd, 2024 |
Trade History
All STOCK Act disclosures, newest first.
| Trade Date | Filed | Ticker | Asset | Type | Amount | Owner |
|---|---|---|---|---|---|---|
| Sep 3rd, 2024 | Sep 25th, 2024 |
ILMN
|
Illumina Inc | sell | $15K - $50K | Spouse |
| Aug 30th, 2024 | Oct 2nd, 2024 |
ILMN
|
Illumina Inc | sell | $15K - $50K | Not Disclosed |
| Jul 25th, 2024 | Aug 13th, 2024 |
RY
|
Royal Bank of Canada | sell | $15K - $50K | Spouse |
| Jul 22nd, 2024 | Aug 1st, 2024 |
UPS
|
United Parcel Service Inc | sell | $1K - $15K | Spouse |
| Jul 16th, 2024 | Aug 1st, 2024 |
RY
|
Royal Bank of Canada | sell | $1K - $15K | Spouse |
| Jul 16th, 2024 | Aug 1st, 2024 |
RY
|
Royal Bank of Canada | buy | $1K - $15K | Not Disclosed |
| Apr 10th, 2024 | May 3rd, 2024 |
ABBV
|
AbbVie Inc | sell | $1K - $15K | Not Disclosed |
| Apr 10th, 2024 | May 3rd, 2024 |
 IBM
|
International Business Machines Corp | sell | $1K - $15K | Not Disclosed |
| Apr 10th, 2024 | May 3rd, 2024 | ITIP | ISHARES INTL INFLATION-LK BD | sell | $1K - $15K | Not Disclosed |
| Apr 10th, 2024 | May 3rd, 2024 |
 MRK
|
Merck & Co Inc | sell | $1K - $15K | Not Disclosed |
| Mar 11th, 2024 | Apr 11th, 2024 |
XOM
|
Exxon Mobil Corp | sell | $15K - $50K | Spouse |
| Mar 11th, 2024 | Apr 11th, 2024 |
ILMN
|
Illumina Inc | sell | $1K - $15K | Spouse |
| Mar 11th, 2024 | Mar 25th, 2024 |
ILMN
|
Illumina Inc | sell | $1K - $15K | Not Disclosed |
| Mar 1st, 2024 | Mar 25th, 2024 |
 WBA
|
Walgreens Boots Alliance Inc | sell | $1K - $15K | Not Disclosed |
| Feb 26th, 2024 | Mar 8th, 2024 |
BBY
|
Best Buy Co Inc | sell | $15K - $50K | Spouse |
| Feb 23rd, 2024 | Mar 8th, 2024 |
BBY
|
Best Buy Co Inc | sell | $15K - $50K | Not Disclosed |
| Feb 12th, 2024 | Mar 8th, 2024 |
ILMN
|
Illumina Inc | sell | $1K - $15K | Spouse |
| Feb 12th, 2024 | Mar 8th, 2024 |
ILMN
|
Illumina Inc | sell | $1K - $15K | Not Disclosed |
| Feb 12th, 2024 | Mar 8th, 2024 |
ILMN
|
Illumina Inc | buy | $15K - $50K | Not Disclosed |
| Feb 9th, 2024 | Mar 8th, 2024 |
ILMN
|
Illumina Inc | sell | $1K - $15K | Not Disclosed |
| Feb 9th, 2024 | Mar 8th, 2024 |
PANW
|
Palo Alto Networks Inc | sell | $15K - $50K | Not Disclosed |
| Jan 12th, 2024 | Feb 6th, 2024 |
BX
|
Blackstone Group Inc | sell | $15K - $50K | Not Disclosed |
| Jan 12th, 2024 | Feb 6th, 2024 |
VLO
|
Valero Energy Corp | sell | $15K - $50K | Not Disclosed |
| Jan 10th, 2024 | Jan 23rd, 2024 |
RY
|
Royal Bank of Canada | buy | $1K - $15K | Spouse |
| Jan 10th, 2024 | Jan 23rd, 2024 |
RY
|
Royal Bank of Canada | sell | $1K - $15K | Spouse |
| Jan 2nd, 2024 | Jan 23rd, 2024 |
AMD
|
Advanced Micro Devices Inc | sell | $1K - $15K | Spouse |
| Jan 2nd, 2024 | Jan 23rd, 2024 |
AMGN
|
Amgen Inc | sell | $15K - $50K | Spouse |
| Jan 2nd, 2024 | Jan 23rd, 2024 |
BX
|
Blackstone Group Inc | sell | $15K - $50K | Spouse |
| Jan 2nd, 2024 | Jan 23rd, 2024 |
XOM
|
Exxon Mobil Corp | buy | $15K - $50K | Spouse |
| Jan 2nd, 2024 | Jan 23rd, 2024 |
ILMN
|
Illumina Inc | buy | $15K - $50K | Spouse |
| Jan 2nd, 2024 | Jan 23rd, 2024 |
ILMN
|
Illumina Inc | sell | $1K - $15K | Spouse |
| Jan 2nd, 2024 | Jan 23rd, 2024 |
ILMN
|
Illumina Inc | buy | $1K - $15K | Not Disclosed |
| Jan 2nd, 2024 | Jan 23rd, 2024 |
PANW
|
Palo Alto Networks Inc | sell | $15K - $50K | Spouse |
| Jan 2nd, 2024 | Jan 23rd, 2024 |
VLO
|
Valero Energy Corp | sell | $15K - $50K | Spouse |
| Dec 15th, 2023 | Jan 9th, 2024 |
UPS
|
United Parcel Service Inc | sell | $1K - $15K | Spouse |
| Dec 15th, 2023 | Jan 9th, 2024 |
UPS
|
United Parcel Service Inc | buy | $1K - $15K | Spouse |
| Dec 14th, 2023 | Jan 9th, 2024 |
UPS
|
United Parcel Service Inc | sell | $1K - $15K | Not Disclosed |
| Dec 14th, 2023 | Jan 9th, 2024 |
UPS
|
United Parcel Service Inc | buy | $1K - $15K | Not Disclosed |
| Dec 8th, 2023 | Dec 19th, 2023 |
ABBV
|
AbbVie Inc | sell | $1K - $15K | Not Disclosed |
| Dec 8th, 2023 | Dec 19th, 2023 |
BX
|
Blackstone Group Inc | sell | $1K - $15K | Not Disclosed |
| Dec 8th, 2023 | Dec 19th, 2023 |
BX
|
Blackstone Group Inc | buy | $15K - $50K | Not Disclosed |
| Dec 8th, 2023 | Dec 19th, 2023 |
PANW
|
Palo Alto Networks Inc | buy | $15K - $50K | Not Disclosed |
| Dec 8th, 2023 | Dec 19th, 2023 |
VLO
|
Valero Energy Corp | buy | $15K - $50K | Not Disclosed |
| Dec 6th, 2023 | Dec 19th, 2023 |
CME
|
CME Group Inc | sell | $15K - $50K | Not Disclosed |
| Sep 25th, 2023 | Oct 4th, 2023 |
BX
|
Blackstone Group Inc | sell | $15K - $50K | Spouse |
| Sep 15th, 2023 | Oct 4th, 2023 |
 MSFT
|
Microsoft Corp | sell | $15K - $50K | Not Disclosed |
| Sep 13th, 2023 | Oct 4th, 2023 |
MRK
|
Merck & Co Inc | sell | $1K - $15K | Not Disclosed |
| Aug 22nd, 2023 | Sep 6th, 2023 |
BBY
|
Best Buy Co Inc | buy | $15K - $50K | Spouse |
| Aug 22nd, 2023 | Sep 6th, 2023 |
PRU
|
Prudential Financial Inc | buy | $15K - $50K | Spouse |
| Aug 22nd, 2023 | Sep 6th, 2023 |
STLA
|
Stellantis NV | buy | $15K - $50K | Spouse |
| Aug 14th, 2023 | Sep 6th, 2023 |
GOOGL
|
Alphabet Inc | sell | $15K - $50K | Spouse |
| Aug 14th, 2023 | Sep 6th, 2023 |
AMZN
|
Amazon.com Inc | sell | $15K - $50K | Spouse |
| Aug 14th, 2023 | Sep 6th, 2023 | BRK/B | Berkshire Hathaway Inc | sell | $15K - $50K | Spouse |
| Aug 14th, 2023 | Sep 6th, 2023 |
ABBV
|
AbbVie Inc | sell | $15K - $50K | Spouse |
| Aug 9th, 2023 | Sep 6th, 2023 |
AMD
|
Advanced Micro Devices Inc | buy | $1K - $15K | Spouse |
| Aug 9th, 2023 | Sep 6th, 2023 |
BX
|
Blackstone Group Inc | buy | $15K - $50K | Spouse |
| Aug 9th, 2023 | Sep 6th, 2023 |
RY
|
Royal Bank of Canada | buy | $15K - $50K | Spouse |
| Aug 9th, 2023 | Sep 6th, 2023 |
UPS
|
United Parcel Service Inc | buy | $15K - $50K | Spouse |
| Aug 9th, 2023 | Sep 6th, 2023 |
CC
|
The Chemours Co | buy | $15K - $50K | Not Disclosed |
| Aug 9th, 2023 | Sep 6th, 2023 |
CME
|
CME Group Inc | buy | $15K - $50K | Not Disclosed |
| Aug 9th, 2023 | Sep 6th, 2023 |
UPS
|
United Parcel Service Inc | buy | $15K - $50K | Not Disclosed |
| Jul 21st, 2023 | Aug 9th, 2023 |
PSX
|
Phillips 66 | sell | $15K - $50K | Not Disclosed |
| Jul 21st, 2023 | Aug 9th, 2023 |
 CI
|
Cigna Corp | sell | $15K - $50K | Not Disclosed |
| Jul 17th, 2023 | Aug 9th, 2023 |
BX
|
Blackstone Group Inc | sell | $15K - $50K | Spouse |
| Jul 14th, 2023 | Aug 9th, 2023 |
BX
|
Blackstone Group Inc | sell | $15K - $50K | Not Disclosed |
| Jul 6th, 2023 | Jul 19th, 2023 |
ABBV
|
AbbVie Inc | buy | $15K - $50K | Spouse |
| Jul 6th, 2023 | Jul 19th, 2023 |
GOOGL
|
Alphabet Inc | buy | $15K - $50K | Spouse |
| Jul 6th, 2023 | Jul 19th, 2023 |
AMZN
|
Amazon.com Inc | buy | $15K - $50K | Spouse |
| Jul 6th, 2023 | Jul 19th, 2023 |
AMZN
|
Amazon.com Inc | sell | $1K - $15K | Spouse |
| Jul 6th, 2023 | Jul 19th, 2023 | BRK/B | Berkshire Hathaway Inc | buy | $1K - $15K | Spouse |
| Jul 6th, 2023 | Jul 19th, 2023 |
CC
|
The Chemours Co | buy | $15K - $50K | Spouse |
| Jul 6th, 2023 | Jul 19th, 2023 |
CC
|
The Chemours Co | sell | $1K - $15K | Spouse |
| Jun 1st, 2023 | Jun 16th, 2023 |
BX
|
Blackstone Group Inc | sell | $1K - $15K | Spouse |
| Apr 10th, 2023 | Apr 17th, 2023 |
MSFT
|
Microsoft Corp | sell | $15K - $50K | Spouse |
| Apr 5th, 2023 | Apr 17th, 2023 |
AMGN
|
Amgen Inc | buy | $15K - $50K | Not Disclosed |
| Apr 5th, 2023 | Apr 17th, 2023 |
PSX
|
Phillips 66 | buy | $15K - $50K | Not Disclosed |
| Apr 5th, 2023 | Apr 17th, 2023 |
 TXN
|
Texas Instruments Inc | sell | $1K - $15K | Not Disclosed |
| Mar 17th, 2023 | Apr 17th, 2023 |
 SYK
|
Stryker Corp | sell | $15K - $50K | Not Disclosed |