Michael C. Burgess
| Date | Stock | Action | Amount | Return | vs SPY | Alpha |
|---|---|---|---|---|---|---|
| 2024-09-03 | ILMN Illumina, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2024-08-30 | ILMN Illumina, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2024-07-25 | RY Royal Bank Of Canada Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2024-07-22 | UPS United Parcel Service, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-16 | RY Royal Bank Of Canada Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-16 | RY Royal Bank Of Canada Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-04-10 | ABBV AbbVie Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-04-10 | International Business Machines | SELL | $1,001 - $15,000 | — | — | — |
| 2024-04-10 | ITIP iShares International Inflation-Linked Bond ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2024-04-10 | MRK Merck & Company, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-03-11 | ILMN Illumina, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-03-11 | XOM Exxon Mobil Corporation Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2024-03-01 | WBA Walgreens Boots Alliance, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-02-26 | BBY Best Buy Co., Inc. Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2024-02-23 | BBY Best Buy Co., Inc. Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2024-02-12 | ILMN Illumina, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-02-12 | ILMN Illumina, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2024-02-09 | ILMN Illumina, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-02-09 | PANW Palo Alto Networks, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2024-01-12 | BX Blackstone Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2024-01-12 | VLO Valero Energy Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2024-01-10 | RY Royal Bank Of Canada | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-10 | RY Royal Bank Of Canada | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-02 | AMD Advanced Micro Devices, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-02 | AMGN Amgen Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2024-01-02 | BX Blackstone Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2024-01-02 | XOM Exxon Mobil Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2024-01-02 | ILMN Illumina, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2024-01-02 | ILMN Illumina, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-02 | ILMN Illumina, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-02 | PANW Palo Alto Networks, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2024-01-02 | VLO Valero Energy Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2023-12-15 | UPS United Parcel Service, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-15 | UPS United Parcel Service, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2023-12-14 | UPS United Parcel Service, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-14 | UPS United Parcel Service, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2023-12-08 | ABBV AbbVie Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-08 | BX Blackstone Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-08 | BX Blackstone Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2023-12-08 | PANW Palo Alto Networks, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2023-12-08 | VLO Valero Energy Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2023-12-06 | CME CME Group Inc. - Class A | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-25 | BX Blackstone Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-15 | MSFT Microsoft Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-13 | MRK Merck & Company, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2023-08-22 | BBY Best Buy Co., Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2023-08-22 | PRU Prudential Financial, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2023-08-22 | STLA Stellantis N.V. Common Shares | BUY | $15,001 - $50,000 | — | — | — |
| 2023-08-14 | ABBV AbbVie Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-08-14 | GOOGL Alphabet Inc. - Class A | SELL | $15,001 - $50,000 | — | — | — |
| 2023-08-14 | AMZN Amazon.com, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-08-14 | BRK.B Berkshire Hathaway Inc. New | SELL | $15,001 - $50,000 | — | — | — |
| 2023-08-09 | CC Chemours Company | BUY | $15,001 - $50,000 | — | — | — |
| 2023-08-09 | CME CME Group Inc. - Class A | BUY | $15,001 - $50,000 | — | — | — |
| 2023-08-09 | UPS United Parcel Service, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2023-08-09 | AMD Advanced Micro Devices, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2023-08-09 | BX Blackstone Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2023-08-09 | RY Royal Bank Of Canada | BUY | $15,001+ | — | — | — |
| 2023-07-21 | PSX Phillips 66 | SELL | $15,001 - $50,000 | — | — | — |
| 2023-07-21 | CI The Cigna Group | SELL | $15,001 - $50,000 | — | — | — |
| 2023-07-17 | BX Blackstone Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-07-14 | BX Blackstone Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-07-06 | ABBV AbbVie Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2023-07-06 | GOOGL Alphabet Inc. - Class A | BUY | $15,001 - $50,000 | — | — | — |
| 2023-07-06 | AMZN Amazon.com, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2023-07-06 | AMZN Amazon.com, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-07-06 | BRK.B Berkshire Hathaway Inc. New | BUY | $1,001 - $15,000 | — | — | — |
| 2023-07-06 | CC Chemours Company | BUY | $15,001 - $50,000 | — | — | — |
| 2023-07-06 | CC Chemours Company | SELL | $1,001 - $15,000 | — | — | — |
| 2023-06-01 | BX Blackstone Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-10 | MSFT Microsoft Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2023-04-05 | AMGN Amgen Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2023-04-05 | PSX Phillips 66 | BUY | $15,001 - $50,000 | — | — | — |
| 2023-04-05 | TXN Texas Instruments Incorporated | SELL | $1,001 - $15,000 | — | — | — |
| 2023-03-17 | SYK Stryker Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2023-02-24 | AAP Advance Auto Parts Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2023-02-24 | AAP Advance Auto Parts Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-24 | BX Blackstone Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-24 | BX Blackstone Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2023-02-24 | MSFT Microsoft Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2023-02-24 | SYK Stryker Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2023-02-24 | CI The Cigna Group | BUY | $15,001 - $50,000 | — | — | — |
| 2023-01-20 | DIS Walt Disney Company | SELL | $15,001 - $50,000 | — | — | — |
| 2023-01-03 | SYK Stryker Corporation | SELL | $100,001 - $250,000 Large | — | — | — |
| 2022-12-30 | SYK Stryker Corporation | SELL | $100,001 - $250,000 Large | — | — | — |
| 2022-11-29 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-11-28 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-11-16 | DIS Walt Disney Company | BUY | $15,001 - $50,000 | — | — | — |
| 2022-11-16 | DIS Walt Disney Company | SELL | $1,001 - $15,000 | — | — | — |
| 2022-11-11 | MS Morgan Stanley | SELL | $15,001 - $50,000 | — | — | — |
| 2022-10-25 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-24 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-07 | MS Morgan Stanley | BUY | $15,001 - $50,000 | — | — | — |
| 2022-10-07 | MS Morgan Stanley | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-31 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-07-22 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-07-15 | AMZN Amazon.com, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2022-06-21 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-06-14 | AMZN Amazon.com, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2022-06-14 | AMZN Amazon.com, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-05-24 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-05-23 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-04-18 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-21 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-18 | BRK.B Berkshire Hathaway Inc. New | SELL | $15,001 - $50,000 | — | — | — |
| 2022-02-23 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-02-09 | BRK.B Berkshire Hathaway Inc. New | BUY | $15,001 - $50,000 | — | — | — |
| 2022-02-09 | F Ford Motor Company | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-27 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-14 | DIS Walt Disney Company | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-07 | ABT Abbott laboratories | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-21 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-02 | ABT Abbott Laboratories | BUY | $1,001 - $15,000 | — | — | — |
| 2021-12-02 | MSFT Microsoft Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2021-12-02 | DIS Walt Disney Company | BUY | $1,001 - $15,000 | — | — | — |
| 2021-11-23 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-11-19 | CI Cigna Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2021-10-19 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-10-14 | SYK Stryker Corporation | SELL | $1,001 - $15,000 | — | — | — |
← swipe the chart to see the whole period
AMD moved +25.4% while the S&P did +6.8%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
GOOGL moved +9.3% while the S&P did +1.9%. Disclosed as $15,001 - $50,000 bought, $15,001 - $50,000 sold — which is why this is a price move and not a profit.
ABT moved +5.6% while the S&P did +2.3%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
CME moved +4.3% while the S&P did +2.4%. Disclosed as $15,001 - $50,000 bought, $15,001 - $50,000 sold — which is why this is a price move and not a profit.
XOM moved +7.5% while the S&P did +8.2%. Disclosed as $15,001 - $50,000 bought, $15,001 - $50,000 sold — which is why this is a price move and not a profit.
PSX moved +2.4% while the S&P did +11.3%. Disclosed as $15,001 - $50,000 bought, $15,001 - $50,000 sold — which is why this is a price move and not a profit.
What this is not: a profit.
The STOCK Act discloses an amount band, never a share count. A member who
bought in the $50,001–$100,000 band and sold in the $15,001–$50,000 band
might have trimmed the position or might have watched it fall — nothing in the
filing tells the two apart. So every figure here is the movement in the share
price between two disclosed dates, next to what the S&P 500 did over exactly
those days.
Only completed positions appear — one purchase, one sale, in
that order. A stock bought twice, or sold before any purchase we hold, has no
single cost basis we can honestly describe and is left out. Prices are
adjusted closes, which account for splits and dividends; that is what makes
the comparison with the index like for like, and it is why a price shown here
can differ from what the stock traded at on the day.