financial DiScloSure report

Transcription

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. Michael C. Burgess Member TX26 filing information filing type: Annual Report filing year: 2014 filing Date: 08/7/2015 ScheDule a: assets and "unearned" income 26 Acres Glenwood, AR JT $15,001 - $50,000 LOCATION: Glenwood, AR, US 30 Acres 2000 Blackjack, Aubrey, TX JT $250,001 - $500,000 LOCATION: Aubrey, TX, US Farming income $ Ivanhoe Dr., Fort Worth, TX JT $100,001 - $250,000 LOCATION: Fort Worth, TX, US DESCRIPTION: paid off in 2014, not held for investment and generates no income 5 Acres Talkeetna, AK, Note Receivable Capital Gains, Interest $1 - $200 b LOCATION: Talkeetna, AK, US Alcatel-Lucent (ALU) Capital Gains, American Airlines Group, Inc. (AAL) $1,001 - $15,000 Capital Gains, $1 - $200

2 Cisco Systems, Inc. (CSCO) Capital Gains, Compass Bank JT $15,001 - $50,000 Dale Operating Gas Lease LOCATION: multiple counties, TX, US Eaton Vance Ohio Municipal Income Trust Shares of Beneficial Interest (EVO) $1 - $1 - $200 Fidelity Capital Appreciation JT $15,001 - $50,000 $2,501 - $5,000 Fidelity Cash Reserves JT $1,001 - $15,000 $1 - $200 Fidelity Contrafund JT $50,001 - Capital Gains, $2,501 - $5,000 Fidelity Export and Multinational JT $1,001 - $15,000 Capital Gains, $1,001 - $2,500 b Fidelity International Discovery JT $1,001 - $15,000 Capital Gains, $1 - $200 b DESCRIPTION: Sale First Security Bank Account JT DESCRIPTION: Account closed. General Electric Company (GE) Capital Gains, b Genworth Variable Annuity Plus Fidelity VIP Contrafund SP $15,001 - $50,000 b Genworth Variable Annuity Plus Janus Aspen Institutional Fund SP $2,501 - $5,000 b Global E-Point Inc. DESCRIPTION: out of business ishares MSCI Austria Capped Investable Market Index Fund (EWO) $1 - $1 - $200

3 ishares MSCI Singapore Index Fund (EWS) ishares U.S. Telecommunications ETF (IYZ) Capital Gains, b L Brands, Inc. (LB) $1 - $1 - $200 L Brands, Inc. (LB) Capital Gains, $201 - b Lake Point Medical Realty GP, LLC partnership income LOCATION: Lewisville / Denton, TX, US DESCRIPTION: partnership closed in 2014 Lake Point Medical Realty LTD partnership income LOCATION: Lewisville / Denton, TX, US DESCRIPTION: office building sold; partnership closed in 2014 $1,001 - $2,500 b MetLife, Inc. (MET) SP $1,001 - $15,000 $1 - $200 Microsoft Corporation (MSFT) Capital Gains, $2,501 - $5,000 b Northwest Mutual Life Insurance-65 Life 1987-whole $50,001 - Northwest Mutual Life Insurance-65 Life 1988-whole $15,001 - $50,000 Northwest Mutual Life Insurance-65 Life 1989-whole $15,001 - $50,000 Northwest Mutual Life Insurance-65 Life 1991b-whole $50,001 - Northwest Mutual Life Insurance-65 Life 1991-whole $50,001 - Northwest Mutual Life Insurance-90 Life 1997-whole SP $15,001 - $50,000

4 Northwestern Mutual Life Ins Co $1 - Note Receivable 1: Wise Co Prop, Lewisville, TX DESCRIPTION: note receivable decreased in value due to bankruptcy of the debtor, no payments received OPKO Health Inc. (OPK) $1 - Penn West Petroleum Ltd (PWE) $1 - $1 - $200 Pfizer, Inc. (PFE) Capital Gains, $201 - b PowerShares Dynamic Biotech &Genome (PBE) Capital Gains, $201 - PowerShares Zacks Micro Cap (PZI) $1 - $1 - $200 Southwest Airlines Company (LUV) $1 - $1 - $200 SPDR Gold Trust (GLD) $1 - $1 - $200 Alcatel-Lucent (ALU) SP $1 - America Movil, S.A.B. de C.V. American Depository Receipt Series L (AMX) SP $15,001 - $50,000 Berkshire Hathaway Inc. New (BRK.B) SP $1,001 - $15,000 Fidelity Adv. Series - Equity Growth Fund SP $15,001 - $50,000 MFS Series Trust II - Growth FD SP Capital Gains, Pfizer, Inc. (PFE) SP $1,001 - $15,000 b Stryker Corporation (SYK) SP $50,001 -

5 TD Ameritrade Insured Deposit $1 - DESCRIPTION: Purchase Titan Operating Gas Lease LOCATION: multiple counties, TX, US Toyota Motor Corporation (TM) SP $1 - $1 - $200 United Parcel Service, Inc. (UPS) Capital Gains, $201 - b Vantage Energy Operating Gas Lease JT $1 - royalty income $201 - LOCATION: multiple counties, TX, US Verizon Communications Inc. (VZ) Capital Gains, $2,501 - $5,000 b Wells Fargo Bank Deposit Sweep Combined JT $1,001 - $15,000 Interest Abbott Laboratories (ABT) $1,001 - $15,000 DESCRIPTION: Exchange Sale AbbVie Inc. (ABBV) $1,001 - $15,000 America Movil, S.A.B. de C.V. American Depository Receipt Series L (AMX) $15,001 - $50,000 AT&T Inc. (T) $1,001 - $15,000 Berkshire Hathaway Inc. New (BRK.B) $1,001 - $15,000 Cigna Corporation (CI) $1,001 - $15,000 Express Scripts Holding Company (ESRX) $1,001 - $15,000

6 Fidelity Adv. Series - Equity Growth Fund $1,001 - $15,000 Ford Motor Company (F) $1 - General Electric Company (GE) $1 - b Hospira Inc (HSP) $1 - Intel Corporation (INTC) $1,001 - $15,000 International Business Machines Corporation (IBM) $1,001 - $15,000 ishares TIPS Bond ETF (TIP) $1,001 - $15,000 Merck & Company, Inc. Common Stock (MRK) $1,001 - $15,000 MFS Series Trust II - Growth FD Capital Gains, DESCRIPTION: Sale Microsoft Corporation (MSFT) $1,001 - $15,000 b Nokia Corporation Sponsored American Depositary Shares (NOK) $1 - Penn West Petroleum Ltd (PWE) $1,001 - $15,000 Southwest Airlines Company (LUV) $1,001 - $15,000 Stryker Corporation (SYK) $50,001 -

7 Texas Instruments Incorporated (TXN) $1,001 - $15,000 Time Warner Inc. New (TWX) $1 - Walt Disney Company (DIS) $1,001 - $15,000 Wright Patterson Congressional Credit Union $1 - * Asset class details available at the bottom of this form. ScheDule B: transactions asset owner Date tx. type amount cap. gains > $200? 5 Acres Talkeetna, AK, Note Receivable 08/1/2014 S $1,001 - $15,000 b LOCATION: Talkeetna, AK, US DESCRIPTION: note paid off in 2014 Alcatel-Lucent (ALU) 03/10/2014 S $1 American Airlines Group, Inc. (AAL) 02/11/2014 S $17 American Airlines Group, Inc. (AAL) 03/12/2014 S $2 American Airlines Group, Inc. (AAL) 04/11/2014 S $6 Cisco Systems, Inc. (CSCO) 03/10/2014 S $632 Fidelity Export and Multinational 02/25/2014 S $1,001 - $15,000 b Fidelity Export and Multinational 04/14/2014 S $1,001 - $15,000 b Fidelity International Discovery 02/25/2015 S $1,001 - $15,000 b

8 asset owner Date tx. type amount cap. gains > $200? General Electric Company (GE) 03/10/2014 S $1,001 - $15,000 Genworth Variable Annuity Plus Fidelity VIP Contrafund SP 03/13/2014 S $15,001 - $50,000 b Genworth Variable Annuity Plus Janus Aspen Institutional Fund SP 03/13/2014 S $1,001 - $15,000 b ishares MSCI Singapore Index Fund (EWS) 10/23/2014 S $121 ishares U.S. Telecommunications ETF (IYZ) 03/10/2014 S $1,001 - $15,000 L Brands, Inc. (LB) 03/10/2014 S $575 b Lake Point Medical Realty LTD 08/12/2014 S $1,001 - $15,000 b LOCATION: Lewisville / Denton, TX, US DESCRIPTION: office building sold; partnership closed in 2014 Microsoft Corporation (MSFT) 03/10/2014 S $1,001 - $15,000 b Pfizer, Inc. (PFE) 03/10/2014 S $1,001 - $15,000 b PowerShares Dynamic Biotech &Genome (PBE) 10/23/2014 S $472 b United Parcel Service, Inc. (UPS) 03/10/2014 S $1,001 - $15,000 b Verizon Communications Inc. (VZ) 03/10/2014 S $1,001 - $15,000 b * Asset class details available at the bottom of this form. ScheDule c: earned income Source type amount Wells Fargo IRA IRA/Pension income $3,599 Spouse's Wells Fargo IRA IRA/Pension income N/A Spouse's Genworth Variable Annuity Plus Annuity income N/A

9 Source type amount ScheDule D: liabilities owner creditor Date incurred type amount of liability JT Bank of America Feb 2000 Mortgage on 4637 Ivanhoe, Ft Worth, Texas, paid off $814 ScheDule e: PoSitionS Position Board of Trustee (retired member) Honorary Adjunct Professor name of organization Medical Center of Lewisville, Texas UNT Health Science Center at Fort Worth ScheDule f: agreements Date Parties to terms of agreement October 2010 Self / World Net Daily Publishing Contract ScheDule g: gifts disclosed. ScheDule h: travel PaymentS and reimbursements trip Details inclusions Source Start Date end Date itinerary Days at own exp. lodging? food? family? Alliance for Health Reform and the Commonwealth Fund 02/28/ /2/2014 DC - Houston - Dallas 0 b b The American Enterprise Institute Medical Education Cooperation with Cuba 03/6/ /8/2014 DC - Sea Island, GA - DC 12/12/ /16/2014 DC - Havana, Cuba - DC 0 b b 0 b b ScheDule i: PaymentS made to charity in lieu of honoraria disclosed. ScheDule a and B asset class DetailS

10 Genworth Variable Annuity Plus (Owner: SP) Spouse's Wells Fargo IRA (Owner: SP) Wells Fargo 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? nmlkj Yes nmlkji 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 b 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. Michael C. Burgess, 08/7/2015