House
Michael C. Burgess
—
Transactions
130
Total transactions associated with this filer
Disclosed purchases
40
$432.0K – $1.6M
Average modeled return
+62.3%
40 of 40 purchases modeled
Average vs. S&P 500
-12.6%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
12 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
40 of 40 disclosed purchases have modeled returns for this period.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | Aug 9, 2023 | Nov 6, 2026 | +306.5% | +71.6% | +234.8% |
| VLO | VALERO ENERGY CORP/TX | Dec 8, 2023 | Nov 6, 2026 | +204.1% | +65.7% | +138.4% |
| PSX | Phillips 66 | Apr 5, 2023 | Nov 6, 2026 | +165.1% | +88.4% | +76.7% |
| ABBV | AbbVie Inc. | Jul 6, 2023 | Nov 6, 2026 | +139.5% | +74.0% | +65.5% |
| GOOGL | Alphabet Inc. | Jul 6, 2023 | Nov 6, 2026 | +139.4% | +74.0% | +65.3% |
| RY | ROYAL BANK OF CANADA | Aug 9, 2023 | Nov 6, 2026 | +133.0% | +71.6% | +61.4% |
| RY | ROYAL BANK OF CANADA | Jul 16, 2024 | Nov 6, 2026 | +93.8% | +33.6% | +60.2% |
| RY | ROYAL BANK OF CANADA | Jan 10, 2024 | Nov 6, 2026 | +117.2% | +59.3% | +57.9% |
| MS | MORGAN STANLEY | Oct 7, 2022 | Nov 6, 2026 | +161.1% | +113.5% | +47.6% |
| PANW | Palo Alto Networks Inc | Dec 8, 2023 | Nov 6, 2026 | +110.3% | +65.7% | +44.7% |
| AMZN | AMAZON COM INC | Jun 14, 2022 | Nov 6, 2026 | +153.4% | +108.9% | +44.6% |
| AMZN | AMAZON COM INC | Jul 6, 2023 | Nov 6, 2026 | +102.0% | +74.0% | +28.0% |
| MSFT | MICROSOFT CORP | Feb 24, 2023 | Nov 6, 2026 | +118.8% | +94.5% | +24.4% |
| XOM | ExxonMobil Holdings Corp | Jan 2, 2024 | Nov 6, 2026 | +77.2% | +60.7% | +16.6% |
| AMGN | AMGEN INC | Apr 5, 2023 | Nov 6, 2026 | +102.3% | +88.4% | +13.9% |
| BRK-B | BERKSHIRE HATHAWAY INC | Feb 9, 2022 | Nov 6, 2026 | +77.1% | +71.2% | +5.9% |
| ILMN | ILLUMINA, INC. | Feb 12, 2024 | Nov 6, 2026 | +56.5% | +51.6% | +5.0% |
| ILMN | ILLUMINA, INC. | Jan 2, 2024 | Nov 6, 2026 | +59.2% | +60.7% | -1.4% |
| ILMN | ILLUMINA, INC. | Jan 2, 2024 | Nov 6, 2026 | +59.2% | +60.7% | -1.4% |
| CME | CME GROUP INC. | Aug 9, 2023 | Nov 6, 2026 | +69.2% | +71.6% | -2.4% |
| MSFT | MICROSOFT CORP | Dec 2, 2021 | Nov 6, 2026 | +67.5% | +71.9% | -4.4% |
| BRK-B | BERKSHIRE HATHAWAY INC | Jul 6, 2023 | Nov 6, 2026 | +67.2% | +74.0% | -6.8% |
| BBY | BEST BUY CO INC | Aug 22, 2023 | Nov 6, 2026 | +57.3% | +74.6% | -17.3% |
| PRU | PRUDENTIAL FINANCIAL INC | Aug 22, 2023 | Nov 6, 2026 | +53.0% | +74.6% | -21.6% |
| BX | Blackstone Inc. | Aug 9, 2023 | Nov 6, 2026 | +31.3% | +71.6% | -40.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 6 · 130 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| ILMN | ILLUMINA, INC. | Sep 3, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| ILMN | ILLUMINA, INC. | Aug 30, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| RY | ROYAL BANK OF CANADA | Jul 25, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| UPS | UNITED PARCEL SERVICE INC | Jul 22, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| RY | ROYAL BANK OF CANADA | Jul 16, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| RY | ROYAL BANK OF CANADA | Jul 16, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| MRK | Merck & Co., Inc. | Apr 10, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | AbbVie Inc. | Apr 10, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Apr 10, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| ITIP | F S : New iShares International Inflation-Linked Bond ETF | Apr 10, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| ILMN | ILLUMINA, INC. | Mar 11, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| XOM | ExxonMobil Holdings Corp | Mar 11, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| WBA | WALGREENS BOOTS ALLIANCE | Mar 1, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BBY | BEST BUY CO INC | Feb 26, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| BBY | BEST BUY CO INC | Feb 23, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| ILMN | ILLUMINA, INC. | Feb 12, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| ILMN | ILLUMINA, INC. | Feb 12, 2024 | purchase | $15.0K – $50.0K | Filing ↗ |
| ILMN | ILLUMINA, INC. | Feb 12, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| PANW | Palo Alto Networks Inc | Feb 9, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| ILMN | ILLUMINA, INC. | Feb 9, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| BX | Blackstone Inc. | Jan 12, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| VLO | VALERO ENERGY CORP/TX | Jan 12, 2024 | sale | $15.0K – $50.0K | Filing ↗ |
| RY | ROYAL BANK OF CANADA | Jan 10, 2024 | sale | $1.0K – $15.0K | Filing ↗ |
| RY | ROYAL BANK OF CANADA | Jan 10, 2024 | purchase | $1.0K – $15.0K | Filing ↗ |
| XOM | ExxonMobil Holdings Corp | Jan 2, 2024 | purchase | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians