Trade Volume by Year
Top Traded Sectors
- Other67%
- Financials33%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Nov 15, 2024filed Dec 12, 2024 | WALWESTERN ALLIANCE BANCORPORATION · Stock |
Sale | $50K – $100K | ↗ | … |
| Jul 23, 2024filed Sep 6, 2024 | MROMarathon Oil Corporation Common Stock · Stock |
Sale | $1K – $15K | ↗ | … |
| Jul 23, 2024filed Sep 6, 2024 | SOHOSotherly Hotels Inc. - Common Stock · Stock |
Sale | $1K – $15K | ↗ | … |
Net Worth KeyVex estimate
Why there is no headline figure. At the midpoints of the brackets the listed debts match or exceed the listed assets, so the arithmetic that would give a figure gives nothing above zero. That is usually the form, not the person: a member must list the mortgage on their home and need not list the home. Both sums are below.
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Lance Gooden reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
By Kind of Asset
- Bank accounts, money market accounts & CDs3 lines$458K
- Ownership interest (trade or business)1 line$175K
- Stocks15 lines$90K
- 529 portfolio2 lines$65K
- Defined benefit pension1 line$33K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| WELLS FARGO BANK ACCOUNT | Bank accounts, money market accounts & CDs | — | $250,001 - $500,000 |
| ACG STRATEGIES, LLC, 100% Interest | Ownership interest (trade or business) | Spouse | $100,001 - $250,000 |
| CHASE BANK ACCOUNT | Bank accounts, money market accounts & CDs | — | $50,001 - $100,000 |
| EMPLOYEES RETIREMENT SYSTEM OF TEXAS | Defined benefit pension | — | $15,001 - $50,000 |
| SCHWAB 529 PLAN COLLEGE SAVINGS PLAN 5F | 529 portfolio | Dependent child | $15,001 - $50,000 |
| SCHWAB 529 PLAN COLLEGE SAVINGS PLAN 5F | 529 portfolio | Dependent child | $15,001 - $50,000 |
| AAL American Airlines Group, Inc. - Common Stock (AAL) | Stocks | Spouse | $1,001 - $15,000 |
| APA APA Corporation - Common Stock (APA) | Stocks | Spouse | $1,001 - $15,000 |
| BTE Baytex Energy Corp Common Shares (BTE) | Stocks | Spouse | $1,001 - $15,000 |
| COP ConocoPhillips Common Stock (COP) | Stocks | Spouse | $1,001 - $15,000 |
| FITB Fifth Third Bancorp - Common Stock (FITB) | Stocks | Spouse | $1,001 - $15,000 |
| OXY Occidental Petroleum Corporation Common Stock (OXY) | Stocks | Spouse | $1,001 - $15,000 |
| OVV Ovintiv Inc. (OVV) | Stocks | Spouse | $1,001 - $15,000 |
| PHX PHX Minerals Inc. Common Stock (PHX) | Stocks | Spouse | $1,001 - $15,000 |
| REGIONS BANK ACCOUNT | Bank accounts, money market accounts & CDs | Spouse | $1,001 - $15,000 |
| THNPY TECHNIP ENERGIES S/ADR (THNPY) | Stocks | Spouse | $1,001 - $15,000 |
| FTI TechnipFMC plc Ordinary Share (FTI) | Stocks | Spouse | $1,001 - $15,000 |
| WAL Western Alliance Bancorporation Common Stock (WAL) | Stocks | Spouse | $1,001 - $15,000 |
| APPN Appian Corporation - Class A Common Stock (APPN) | Stocks | Spouse | $1 - $1,000 |
| CMA Comerica Incorporated Common Stock (CMA) | Stocks | Spouse | $1 - $1,000 |
| HIMS Hims & Hers Health, Inc. Class A Common Stock (HIMS) | Stocks | Spouse | $1 - $1,000 |
| INVZ Innoviz Technologies Ltd. - Ordinary shares (INVZ) | Stocks | Spouse | $1 - $1,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed Aug 13, 2026 · 22 assets, 2 liabilities parsedFiling ↗
- Amendment · 2025House Clerk · filed Apr 3, 2026Filing ↗
- Annual · 2024House Clerk · filed Aug 13, 2025Filing ↗
- Annual · 2023House Clerk · filed Aug 13, 2024Filing ↗
- Annual · 2022House Clerk · filed Aug 13, 2023Filing ↗
- Annual · 2021House Clerk · filed Aug 13, 2022Filing ↗
- Annual · 2020House Clerk · filed Aug 13, 2021Filing ↗
- Annual · 2019House Clerk · filed Aug 13, 2020Filing ↗
- New Filer · 2019House Clerk · filed Aug 8, 2019Filing ↗
- Other · 2017House Clerk · filed May 15, 2018Filing ↗
- Other · 2017House Clerk · filed Feb 2, 2018Filing ↗



