financial DiScloSure report
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1 Filing ID # financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC filer information name: Status: State/District: Hon. Pete Olson Member TX22 filing information filing type: Annual Report filing year: 2014 filing Date: 05/14/2015 ScheDule a: assets and "unearned" income asset owner value of asset income? 529 Excepted Trust $250,001 - $500,000 None DEsCRIPTION: 529 College saving Plan for dependent child owned and established by child's grandparents. 529 Excepted Trust $250,001 - $500,000 None DEsCRIPTION: 529 College saving Plan for dependent child owned and established by child's grandparents. Bank of America Accounts $1,001 - Interest $1 - $200 Blackrock Latin America (MALTX) $15,001 - $50,000 Brea Canon Oil Co., Inc. Undetermined Royalties DEsCRIPTION: No readily ascertainable value. No established market price or statements received. Columbia Capital Allocation Moderate Aggressive Portfolio Class A (NBIAX) DEsCRIPTION: As a result of a 2014 fund merger, AXMAX (reported in prior years) were replaced with NBIAX shares. DFA International small Cap Value (DIsVX) $1,001 - Capital Gains, $1 - $200
2 asset owner value of asset income? DEsCRIPTION: shares inherited 5/19/14 DFA International small Company (DFIsX) $5,001 - DFA One Year Fixed Income (DFIHX) $15,001 - $50,000 Fidelity Canada Fund (FICDX) Fidelity Floating Rate High Income Fund (FFRHX) $1,001 - Capital Gains, Forward International Fund (PTsCX) None Capital Gains, DEsCRIPTION: shares inherited 5/19/2014 Global Resources Fund (PIPFX) $15,001 - $50,000 DEsCRIPTION: Reported prior year as "Us Global Inv Global Resources Fund" Global Resources Fund (PIPFX) $1,001 - Tax-Deferred DEsCRIPTION: Reported prior year as "Us Global Inv Global Resources Fund" Janus Triton Class A (JGMAX) $15,001 - $50,000 Tax-Deferred Morgan stanley International Real Estate Class I (MsUAX) $1,001 - Tax-Deferred Morgan stanley Us Real Estate Portfolio I (MsUsX) $15,001 - $50,000 Tax-Deferred T Rowe Price New Era Fund (PRNEX) $1,001 - Tax-Deferred Vanguard Energy Fund Admiral shares (VGELX) $1,001 - Tax-Deferred Vanguard Euro stock Index Fund Admiral shares $1,001 - Tax-Deferred
3 asset owner value of asset income (VEUsX)? DEsCRIPTION: As a result of 6/3/2014 stock merger, "signal shares" (VEssX) were replaced with "Admiral shares" (VEUsX) Vanguard REIT Index Fund Admiral shares (VGsLX) $1,001 - Tax-Deferred DEsCRIPTION: As a result of 6/4/2014 stock merger, "signal shares" (VGRsX) were replaced with "Admiral shares" (VGsLX) Ishares Core s&p small Cap Fund (IJR) $50,001 - Ishares MsCI Australia Index Fund (EWA) $1,001 - Ishares MsCI Japan Index (EWJ) $15,001 - $50,000 JP Morgan small Cap Value Fund select (PsOPX) JP Morgan Tax Aware Real Return (TXRIX) $15,001 - $50,000 Matthews Asia small Companies Fund (MsMLX) $15,001 - $50,000 $1 - $200 Matthews Pacific Tiger Fund (MAPTX) $50,001 - Capital Gains, Merger Fund (MERFX) $1,001 - Capital Gains, Morgan stanley International Real Estate Class I (MsUAX) $15,001 - $50,000 Morgan stanley Us Real Estate Portfolio I (MsUsX) $1,001 - Capital Gains, Oakmark International small Cap Fund (OAKEX) $15,001 - $50,000 Peter G. Olson Excepted Trust Undetermined Excepted/Blind Trust $15,001 - $50,000 Riversource Variable Universal Life Insurance $15,001 - $50,000 None
4 asset owner value of asset income DEsCRIPTION: Invested in VP-Moderately Aggressive Portfolio? Royce Premier Fund (RYP1Z) $1 - Capital Gains $1 - $200 Royce Premier Fund (RYPRX) $1,001 - Capital Gains, $5,001 - Royce Total Return Fund (RYR1Z) $1,001 - Capital Gains, $1 - $200 schwab Advance Cash Reserve (swqxx) $15,001 - $50,000 $1 - $200 schwab s&p 500 (swppx) None Capital Gains, DEsCRIPTION: shares inherited 5/19/2014 $15,001 - $50,000 signal Hill Petroleum Inc. Undetermined Royalties DEsCRIPTION: No readily ascertainable value. No established market price or statements received. spdr s&p 500 (spy) $50,001 - Capital Gains, $15,001 - $50,000 T Rowe Price International Discovery Fund (PRIDX) T Rowe Price Latin America Fund (PRLAX) None Capital Gains, DEsCRIPTION: shares inherited 5/19/2014 $1,001 - $2,500 T Rowe Price New Asia Fund (PRAsX) $50,001 - Capital Gains, T Rowe Price New Era Fund (PRNEX) $5,001 - Vanguard Energy Fund Admiral shares (VGELX) Vanguard Euro stock Index Fund Admiral shares (VEUsX) $50,001 - $5,001 - DEsCRIPTION: As a result of 6/3/2014 stock merger, "signal shares" (VEssX) were replaced with "Admiral shares" (VEUsX) Vanguard REIT Index Fund Admiral shares (VGsLX) $15,001 - $50,000 $1,001 -
5 asset owner value of asset income? $2,500 DEsCRIPTION: As a result of 6/4/2014 stock merger, "signal shares" (VGRsX) were replaced with "Admiral shares" (VGsLX) Vanguard short Term Tax Exempt Admiral share (VWsUX) $5,001 - * Asset class details available at the bottom of this form. ScheDule B: transactions asset owner Date tx. type amount cap. gains > $200? Blackrock Latin America (MALTX) 06/13/2014 P $1,001 - Columbia Capital Allocation Moderate Aggressive Portfolio A 05/14/2014 s $1,001 - DFA International small Company (DFIsX) 12/16/2014 P $1,001 - DFA International small Company (DFIsX) 06/13/2014 s $1,001 - DFA One Year Fixed Income (DFIHX) 12/12/2014 P $1,001 - DFA One Year Fixed Income (DFIHX) 06/13/2014 s $15,001 - $50,000 Fidelity Canada Fund (FICDX) 12/5/2014 P $1,001 - Fidelity Floating Rate High Income Fund (FFRHX) 06/13/2014 s $1,001 - Forward International small Company (PTsCX) 06/13/2014 s $1,001 - Global Resources Fund (PIPFX) 12/11/2014 P $1,001 - Global Resources Fund (PIPFX) 06/13/2014 P $1,001 - Morgan stanley Us Real Estate (MsUsX) 12/11/2014 s $1,001 -
6 asset owner Date tx. type amount cap. gains > $200? T Rowe Price New Era Fund (PRNEX) 12/11/2014 P $1,001 - T Rowe Price New Era Fund (PRNEX) 12/15/2014 P $1,001 - Vanguard Energy Fund (VGELX) 12/11/2014 P $1,001 - Vanguard REIT Index Fund 12/11/2014 s $1,001 - Ishares MsCI Japan (EWJ) 06/18/2014 P $1,001 - JP Morgan small Cap Value (PsOPX) 12/11/2014 s $1,001 - JP Morgan Tax Aware Real Return (TXRIX) 06/16/2014 s $1,001 - Matthews Pacific Tiger (MAPTX) 12/11/2014 P $1,001 - Morgan stanley Us Real Estate (MsUsX) 06/13/2014 s $1,001 - Oakmark Int'l small Cap (OAKEX) 12/18/2014 P $1,001 - Royce Premier Fund (RYPRX) 12/11/2014 s $1,001 - Royce Premier Fund (RYPRX) 06/13/2014 P $1,001 - Royce Total Return Fund (RYR1Z) 12/17/2014 P $1,001 - schwab s&p 500 Index (swppx) 12/11/2014 s $15,001 - $50,000 spdr s&p 500 (spy) 06/13/2014 s $15,001 - $50,000
7 asset owner Date tx. type amount cap. gains > $200? spdr s&p 500 (spy) 01/3/2014 s $1,001 - T Rowe Price International Discovery Fund (PRIDX) 12/16/2014 P $1,001 - T Rowe Price Latin America Fund (PRLAX) 06/16/2014 s $1,001 - T Rowe Price New Asia Fund (PRAsX) 06/13/2014 P $1,001 - T Rowe Price New Asia Fund(PRAsX) 12/16/2014 P $1,001 - T Rowe Price New Era Fund (PRNEX) 12/15/2014 P $1,001 - T Rowe Price New Era Fund (PRNEX) 06/13/2014 s $1,001 - Vanguard Energy Fund (VGELX) 12/11/2014 P $1,001 - Vanguard Energy Fund (VGELX) 12/22/2014 P $1,001 - Vanguard Energy Fund (VGELX) 06/13/2014 s $1,001 - Vanguard Euro stock Index (VEssX) 03/24/2014 P $1,001 - Vanguard Euro stock Index (VEUsX) 06/13/2014 s $1,001 - Vanguard Euro stock Index (VEUsX) 06/23/2014 P $1,001 - Vanguard short Term Tax Exempt (VWsUX) 06/30/2014 P $1,001 - * Asset class details available at the bottom of this form. ScheDule c: earned income
8 ScheDule D: liabilities ScheDule e: PoSitionS ScheDule f: agreements ScheDule g: gifts ScheDule h: travel PaymentS and reimbursements ScheDule i: PaymentS made to charity in lieu of honoraria ScheDule a and B asset class DetailS IRA exclusions of SPouSe, DePenDent, or trust information ipo: Did you purchase any shares that were allocated as a part of an Initial Public Offering? nmlkj Yes nmlkji No trusts: Details regarding "Qualified Blind Trusts" approved by the Committee on Ethics and certain other "excepted trusts" need not be disclosed. Have you excluded from this report details of such a trust benefiting you, your spouse, or dependent child? nmlkji Yes nmlkj No exemption: Have you excluded from this report any other assets, "unearned" income, transactions, or liabilities of a spouse or dependent child because they meet all three tests for exemption? nmlkj Yes nmlkji No certification and Signature I CERTIFY that the statements I have made on the attached Financial Disclosure Report are true, complete, and correct to the best of my knowledge and belief. Digitally Signed: Hon. Pete Olson, 05/14/2015
financial DiScloSure report
Filing ID #10003757 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center B-106 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
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