Trade Volume by Year
Top Traded Sectors
- Financials100%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Nov 7, 2016filed Aug 11, 2017 | BBVABANCO BILBAO VIZCAYA ARGENTARIA, S.A. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Jul 27, 2015filed Jul 13, 2016 | BBVABANCO BILBAO VIZCAYA ARGENTARIA, S.A. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 15, 2014filed Sep 1, 2015 | —No tickerBBVA Compass Stock · Stock | Sale | $1K – $15K | Spouse · ↗ | — |
| Feb 20, 2013filed Sep 1, 2015 | —No tickerBBVA Compass Stock · Stock | Sale | $1K – $15K | Spouse · ↗ | — |
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 Marc A. Veasey 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
- Mutual funds10 lines$129K
- Bank accounts, money market accounts & CDs2 lines$16K
- Defined benefit pension1 line$8K
- Exchange-traded funds1 line$8K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| PHTJX Principal Funds, Inc. Principal LifeTime Hybrid 2035 Fund, Institutional Class (PHTJX) | Mutual funds | Spouse | $15,001 - $50,000 |
| CGFAX The Growth Fund of America Class 529-A Shares (CGFAX) | Mutual funds | Joint | $15,001 - $50,000 |
| GWPAX American Funds Growth Portfolio Class A (GWPAX) | Mutual funds | Spouse | $1,001 - $15,000 |
| Fidelity - Cash | Bank accounts, money market accounts & CDs | Joint | $1,001 - $15,000 |
| FRISX FMT Rising Dividends Fd Cl R6 (FRISX) | Mutual funds | Spouse | $1,001 - $15,000 |
| HSWFX Hartford Schroders International Stock Fund Class F (HSWFX) | Mutual funds | Spouse | $1,001 - $15,000 |
| ISTB iShares Core 1-5 Year USD Bond ETF (ISTB) | Exchange-traded funds | Spouse | $1,001 - $15,000 |
| JLGMX JPMorgan Large Cap Growth Fund R6 (JLGMX) | Mutual funds | Spouse | $1,001 - $15,000 |
| PIMIX PIMCO Income Fund Insti Class (PIMIX) | Mutual funds | Spouse | $1,001 - $15,000 |
| Texas Employees Retirement System Plan | Defined benefit pension | — | $1,001 - $15,000 |
| CGFCX The Growth Fund of America Class 529-C Shares (CGFCX) | Mutual funds | Joint | $1,001 - $15,000 |
| HDGFX The Hartford Dividend & Growth Fund Class F (HDGFX) | Mutual funds | Spouse | $1,001 - $15,000 |
| HMVFX The Hartford MidCap Value Fund Class F (HMVFX) | Mutual funds | Spouse | $1,001 - $15,000 |
| Wells Fargo Bank, N.A. | Bank accounts, money market accounts & CDs | Spouse | $1,001 - $15,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed Jun 10, 2026 · 14 assets, 2 liabilities parsedFiling ↗
- Amendment · 2024House Clerk · filed Dec 18, 2025Filing ↗
- Annual · 2024House Clerk · filed May 14, 2025Filing ↗
- Annual · 2023House Clerk · filed Aug 13, 2024Filing ↗
- Annual · 2022House Clerk · filed May 15, 2023Filing ↗
- Annual · 2021House Clerk · filed May 16, 2022Filing ↗
- Annual · 2020House Clerk · filed Aug 9, 2021Filing ↗
- Annual · 2019House Clerk · filed Jul 19, 2020Filing ↗
- Annual · 2018House Clerk · filed Jul 10, 2019Filing ↗
- Annual · 2017House Clerk · filed May 15, 2018Filing ↗
- Amendment · 2016House Clerk · filed Sep 12, 2017Filing ↗
- Annual · 2016House Clerk · filed Aug 11, 2017Filing ↗
- Annual · 2015House Clerk · filed Jul 13, 2016Filing ↗

