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 22 2024 |
 CC
|
The Chemours Co | buy | 2 | 1 | $15K - $98K | Aug 09 2023 |
 ILMN
|
Illumina Inc | sell | 3 | 8 | $0 - $78K | Sep 03 2024 |
 RY
|
Royal Bank of Canada | sell | 3 | 3 | $0 - $62K | Jul 25 2024 |
 PRU
|
Prudential Financial Inc | buy | 1 | 0 | $15K - $50K | Aug 22 2023 |
 STLA
|
Stellantis NV | buy | 1 | 0 | $15K - $50K | Aug 22 2023 |
 XOM
|
Exxon Mobil Corp | sell | 1 | 1 | $0 - $34K | Mar 11 2024 |
 AMGN
|
Amgen Inc | sell | 1 | 1 | $0 - $34K | Jan 02 2024 |
 CME
|
CME Group Inc | sell | 1 | 1 | $0 - $34K | Dec 06 2023 |
 GOOGL
|
Alphabet Inc | sell | 1 | 1 | $0 - $34K | Aug 14 2023 |
 PSX
|
Phillips 66 | sell | 1 | 1 | $0 - $34K | Jul 21 2023 |
 AMZN
|
Amazon.com Inc | sell | 1 | 2 | $0 - $33K | Aug 14 2023 |
 ABBV
|
AbbVie Inc | sell | 1 | 3 | $0 - $32K | Apr 10 2024 |
 BX
|
Blackstone Group Inc | sell | 2 | 7 | $0 - $22K | Jan 12 2024 |
 BBY
|
Best Buy Co Inc | sell | 1 | 2 | $0 - $19K | Feb 26 2024 |
 PANW
|
Palo Alto Networks Inc | sell | 1 | 2 | $0 - $19K | Feb 09 2024 |
 VLO
|
Valero Energy Corp | sell | 1 | 2 | $0 - $19K | Jan 12 2024 |
 AMD
|
Advanced Micro Devices Inc | sell | 1 | 1 | $0 - $13K | Jan 02 2024 |
Trade History
All STOCK Act disclosures, newest first.
| Trade Date | Filed | Ticker | Asset | Type | Amount | Owner |
|---|---|---|---|---|---|---|
| Sep 03 2024 | Sep 25 2024 |
ILMN
|
Illumina Inc | sell | $15K - $50K | Spouse |
| Aug 30 2024 | Oct 02 2024 |
ILMN
|
Illumina Inc | sell | $15K - $50K | Not Disclosed |
| Jul 25 2024 | Aug 13 2024 |
RY
|
Royal Bank of Canada | sell | $15K - $50K | Spouse |
| Jul 22 2024 | Aug 01 2024 |
UPS
|
United Parcel Service Inc | sell | $1K - $15K | Spouse |
| Jul 16 2024 | Aug 01 2024 |
RY
|
Royal Bank of Canada | sell | $1K - $15K | Spouse |
| Jul 16 2024 | Aug 01 2024 |
RY
|
Royal Bank of Canada | buy | $1K - $15K | Not Disclosed |
| Apr 10 2024 | May 03 2024 |
ABBV
|
AbbVie Inc | sell | $1K - $15K | Not Disclosed |
| Apr 10 2024 | May 03 2024 |
 IBM
|
International Business Machines Corp | sell | $1K - $15K | Not Disclosed |
| Apr 10 2024 | May 03 2024 | ITIP | ISHARES INTL INFLATION-LK BD | sell | $1K - $15K | Not Disclosed |
| Apr 10 2024 | May 03 2024 |
 MRK
|
Merck & Co Inc | sell | $1K - $15K | Not Disclosed |
| Mar 11 2024 | Apr 11 2024 |
XOM
|
Exxon Mobil Corp | sell | $15K - $50K | Spouse |
| Mar 11 2024 | Apr 11 2024 |
ILMN
|
Illumina Inc | sell | $1K - $15K | Spouse |
| Mar 11 2024 | Mar 25 2024 |
ILMN
|
Illumina Inc | sell | $1K - $15K | Not Disclosed |
| Mar 01 2024 | Mar 25 2024 |
 WBA
|
Walgreens Boots Alliance Inc | sell | $1K - $15K | Not Disclosed |
| Feb 26 2024 | Mar 08 2024 |
BBY
|
Best Buy Co Inc | sell | $15K - $50K | Spouse |
| Feb 23 2024 | Mar 08 2024 |
BBY
|
Best Buy Co Inc | sell | $15K - $50K | Not Disclosed |
| Feb 12 2024 | Mar 08 2024 |
ILMN
|
Illumina Inc | sell | $1K - $15K | Spouse |
| Feb 12 2024 | Mar 08 2024 |
ILMN
|
Illumina Inc | sell | $1K - $15K | Not Disclosed |
| Feb 12 2024 | Mar 08 2024 |
ILMN
|
Illumina Inc | buy | $15K - $50K | Not Disclosed |
| Feb 09 2024 | Mar 08 2024 |
ILMN
|
Illumina Inc | sell | $1K - $15K | Not Disclosed |
| Feb 09 2024 | Mar 08 2024 |
PANW
|
Palo Alto Networks Inc | sell | $15K - $50K | Not Disclosed |
| Jan 12 2024 | Feb 06 2024 |
BX
|
Blackstone Group Inc | sell | $15K - $50K | Not Disclosed |
| Jan 12 2024 | Feb 06 2024 |
VLO
|
Valero Energy Corp | sell | $15K - $50K | Not Disclosed |
| Jan 10 2024 | Jan 23 2024 |
RY
|
Royal Bank of Canada | buy | $1K - $15K | Spouse |
| Jan 10 2024 | Jan 23 2024 |
RY
|
Royal Bank of Canada | sell | $1K - $15K | Spouse |
| Jan 02 2024 | Jan 23 2024 |
AMD
|
Advanced Micro Devices Inc | sell | $1K - $15K | Spouse |
| Jan 02 2024 | Jan 23 2024 |
AMGN
|
Amgen Inc | sell | $15K - $50K | Spouse |
| Jan 02 2024 | Jan 23 2024 |
BX
|
Blackstone Group Inc | sell | $15K - $50K | Spouse |
| Jan 02 2024 | Jan 23 2024 |
XOM
|
Exxon Mobil Corp | buy | $15K - $50K | Spouse |
| Jan 02 2024 | Jan 23 2024 |
ILMN
|
Illumina Inc | buy | $15K - $50K | Spouse |
| Jan 02 2024 | Jan 23 2024 |
ILMN
|
Illumina Inc | sell | $1K - $15K | Spouse |
| Jan 02 2024 | Jan 23 2024 |
ILMN
|
Illumina Inc | buy | $1K - $15K | Not Disclosed |
| Jan 02 2024 | Jan 23 2024 |
PANW
|
Palo Alto Networks Inc | sell | $15K - $50K | Spouse |
| Jan 02 2024 | Jan 23 2024 |
VLO
|
Valero Energy Corp | sell | $15K - $50K | Spouse |
| Dec 15 2023 | Jan 09 2024 |
UPS
|
United Parcel Service Inc | sell | $1K - $15K | Spouse |
| Dec 15 2023 | Jan 09 2024 |
UPS
|
United Parcel Service Inc | buy | $1K - $15K | Spouse |
| Dec 14 2023 | Jan 09 2024 |
UPS
|
United Parcel Service Inc | sell | $1K - $15K | Not Disclosed |
| Dec 14 2023 | Jan 09 2024 |
UPS
|
United Parcel Service Inc | buy | $1K - $15K | Not Disclosed |
| Dec 08 2023 | Dec 19 2023 |
ABBV
|
AbbVie Inc | sell | $1K - $15K | Not Disclosed |
| Dec 08 2023 | Dec 19 2023 |
BX
|
Blackstone Group Inc | sell | $1K - $15K | Not Disclosed |
| Dec 08 2023 | Dec 19 2023 |
BX
|
Blackstone Group Inc | buy | $15K - $50K | Not Disclosed |
| Dec 08 2023 | Dec 19 2023 |
PANW
|
Palo Alto Networks Inc | buy | $15K - $50K | Not Disclosed |
| Dec 08 2023 | Dec 19 2023 |
VLO
|
Valero Energy Corp | buy | $15K - $50K | Not Disclosed |
| Dec 06 2023 | Dec 19 2023 |
CME
|
CME Group Inc | sell | $15K - $50K | Not Disclosed |
| Sep 25 2023 | Oct 04 2023 |
BX
|
Blackstone Group Inc | sell | $15K - $50K | Spouse |
| Sep 15 2023 | Oct 04 2023 |
 MSFT
|
Microsoft Corp | sell | $15K - $50K | Not Disclosed |
| Sep 13 2023 | Oct 04 2023 |
MRK
|
Merck & Co Inc | sell | $1K - $15K | Not Disclosed |
| Aug 22 2023 | Sep 06 2023 |
BBY
|
Best Buy Co Inc | buy | $15K - $50K | Spouse |
| Aug 22 2023 | Sep 06 2023 |
PRU
|
Prudential Financial Inc | buy | $15K - $50K | Spouse |
| Aug 22 2023 | Sep 06 2023 |
STLA
|
Stellantis NV | buy | $15K - $50K | Spouse |
| Aug 14 2023 | Sep 06 2023 |
GOOGL
|
Alphabet Inc | sell | $15K - $50K | Spouse |
| Aug 14 2023 | Sep 06 2023 |
AMZN
|
Amazon.com Inc | sell | $15K - $50K | Spouse |
| Aug 14 2023 | Sep 06 2023 | BRK/B | Berkshire Hathaway Inc | sell | $15K - $50K | Spouse |
| Aug 14 2023 | Sep 06 2023 |
ABBV
|
AbbVie Inc | sell | $15K - $50K | Spouse |
| Aug 09 2023 | Sep 06 2023 |
AMD
|
Advanced Micro Devices Inc | buy | $1K - $15K | Spouse |
| Aug 09 2023 | Sep 06 2023 |
BX
|
Blackstone Group Inc | buy | $15K - $50K | Spouse |
| Aug 09 2023 | Sep 06 2023 |
RY
|
Royal Bank of Canada | buy | $15K - $50K | Spouse |
| Aug 09 2023 | Sep 06 2023 |
UPS
|
United Parcel Service Inc | buy | $15K - $50K | Spouse |
| Aug 09 2023 | Sep 06 2023 |
CC
|
The Chemours Co | buy | $15K - $50K | Not Disclosed |
| Aug 09 2023 | Sep 06 2023 |
CME
|
CME Group Inc | buy | $15K - $50K | Not Disclosed |
| Aug 09 2023 | Sep 06 2023 |
UPS
|
United Parcel Service Inc | buy | $15K - $50K | Not Disclosed |
| Jul 21 2023 | Aug 09 2023 |
PSX
|
Phillips 66 | sell | $15K - $50K | Not Disclosed |
| Jul 21 2023 | Aug 09 2023 |
 CI
|
Cigna Corp | sell | $15K - $50K | Not Disclosed |
| Jul 17 2023 | Aug 09 2023 |
BX
|
Blackstone Group Inc | sell | $15K - $50K | Spouse |
| Jul 14 2023 | Aug 09 2023 |
BX
|
Blackstone Group Inc | sell | $15K - $50K | Not Disclosed |
| Jul 06 2023 | Jul 19 2023 |
ABBV
|
AbbVie Inc | buy | $15K - $50K | Spouse |
| Jul 06 2023 | Jul 19 2023 |
GOOGL
|
Alphabet Inc | buy | $15K - $50K | Spouse |
| Jul 06 2023 | Jul 19 2023 |
AMZN
|
Amazon.com Inc | buy | $15K - $50K | Spouse |
| Jul 06 2023 | Jul 19 2023 |
AMZN
|
Amazon.com Inc | sell | $1K - $15K | Spouse |
| Jul 06 2023 | Jul 19 2023 | BRK/B | Berkshire Hathaway Inc | buy | $1K - $15K | Spouse |
| Jul 06 2023 | Jul 19 2023 |
CC
|
The Chemours Co | buy | $15K - $50K | Spouse |
| Jul 06 2023 | Jul 19 2023 |
CC
|
The Chemours Co | sell | $1K - $15K | Spouse |
| Jun 01 2023 | Jun 16 2023 |
BX
|
Blackstone Group Inc | sell | $1K - $15K | Spouse |
| Apr 10 2023 | Apr 17 2023 |
MSFT
|
Microsoft Corp | sell | $15K - $50K | Spouse |
| Apr 05 2023 | Apr 17 2023 |
AMGN
|
Amgen Inc | buy | $15K - $50K | Not Disclosed |
| Apr 05 2023 | Apr 17 2023 |
PSX
|
Phillips 66 | buy | $15K - $50K | Not Disclosed |
| Apr 05 2023 | Apr 17 2023 |
 TXN
|
Texas Instruments Inc | sell | $1K - $15K | Not Disclosed |
| Mar 17 2023 | Apr 17 2023 |
 SYK
|
Stryker Corp | sell | $15K - $50K | Not Disclosed |