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. Michael C. Burgess Member TX26 filing information filing type: Annual Report filing year: 2015 filing Date: 08/8/2016 ScheDule a: assets and "unearned" income asset owner value of asset income 26 Acres Glenwood, AR JT $100,001 - LOCATION: Glenwood, AR, US None 30 Acres 2000 Blackjack, Aubrey, TX JT $250,001 - $500,000 LOCATION: Aubrey, TX, US Farming income $201 - $1, Ivanhoe Dr., Fort Worth, TX JT $50,001 - LOCATION: Fort Worth, TX, US DESCRIPTION: paid off in 2014, not held for investment and generates no income None American Airlines Group, Inc. (AAL) $1,001 - $15,000 Capital Gains, $1 - $200 Compass Bank JT $100,001 - DESCRIPTION: non-interest paying checking account None Dale Operating Gas Lease None None LOCATION: multiple counties, TX, US
2 Eaton Vance Ohio Municipal Income Trust Shares of Beneficial Interest (EVO) None $1 - $200 b DESCRIPTION: Total Sale Fidelity Capital Appreciation JT $15,001 - $50,000 $2,501 - $5,000 Fidelity Cash Reserves JT $1 - $1,000 None Fidelity Contrafund JT $50,001 - $2,501 - $5,000 Fidelity Export and Multinational JT $1,001 - $15,000 Capital Gains, $1 - $200 b DESCRIPTION: Partial Sale Fidelity International Discovery JT $1,001 - $15,000 Capital Gains, $1 - $200 ishares MSCI Austria Capped Investable Market Index Fund (EWO) $1 - $1,000 $1 - $200 L Brands, Inc. (LB) $1 - $1,000 $1 - $200 MetLife, Inc. (MET) SP $1,001 - $15,000 $1 - $200 Northwest Mutual Life Insurance-65 Life 1987-whole $100,001 - Northwest Mutual Life Insurance-65 Life 1988-whole $50,001 - Northwest Mutual Life Insurance-65 Life 1989-whole $50,001 - Northwest Mutual Life Insurance-65 Life 1991b-whole $100,001 - Northwest Mutual Life Insurance-65 Life 1991-whole $100,001 - Northwest Mutual Life Insurance-90 Life 1997-whole SP $50,001 -
3 Northwestern Mutual Life Ins Co $1 - $1,000 None Note Receivable 1: Wise Co Prop, Lewisville, TX None None DESCRIPTION: note receivable decreased in value due to bankruptcy of the debtor, no payments received OPKO Health Inc. (OPK) $1 - $1,000 None Penn West Petroleum Ltd (PWE) $1 - $1,000 $1 - $200 Point Bank $1,001 - $15,000 Interest $1 - $200 DESCRIPTION: checking account PowerShares Zacks Micro Cap (PZI) $1 - $1,000 $1 - $200 Southwest Airlines Company (LUV) $1 - $1,000 $1 - $200 SPDR Gold Trust (GLD) None Capital Gains, DESCRIPTION: total sale $201 - $1,000 b Spouse's Alcatel-Lucent (ALU) SP $1 - $1,000 Spouse's America Movil, S.A.B. de C.V. American Depository Receipt Series L (AMX) SP $1,001 - $15,000 Spouse's Berkshire Hathaway Inc. New (BRK.B) SP $1,001 - $15,000 Spouse's Fidelity Adv. Series - Equity Growth Fund SP $15,001 - $50,000 Spouse's Pfizer, Inc. (PFE) SP $1,001 - $15,000 Spouse's Stryker Corporation (SYK) SP $50,001 - TD Ameritrade Insured Deposit $1 - $1,000 None
4 DESCRIPTION: Purchase Titan Operating Gas Lease None None LOCATION: multiple counties, TX, US Toyota Motor Corporation (TM) SP $1 - $1,000 $1 - $200 Vantage Energy Operating Gas Lease JT $1 - $1,000 royalty income $1 - $200 LOCATION: multiple counties, TX, US Wells Fargo Bank Deposit Sweep Combined JT $1,001 - $15,000 Interest $1 - $200 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) $1,001 - $15,000 AT&T Inc. (T) $1,001 - $15,000 Berkshire Hathaway Inc. New (BRK.B) $1,001 - $15,000 Cigna Corporation (CI) $15,001 - $50,000 Express Scripts Holding Company (ESRX) $1,001 - $15,000 None Fidelity Adv. Series - Equity Growth Fund $1,001 - $15,000 None Ford Motor Company (F) $1 - $1,000 General Electric Company (GE) $1,001 - $15,000
5 Hospira Inc (HSP) None b 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 Microsoft Corporation (MSFT) $1,001 - $15,000 Nokia Corporation Sponsored American Depositary Shares (NOK) $1 - $1,000 Penn West Petroleum Ltd (PWE) $1 - $1,000 Southwest Airlines Company (LUV) $1,001 - $15,000 Stryker Corporation (SYK) $50,001 - Texas Instruments Incorporated (TXN) $1,001 - $15,000 Time Warner Inc. New (TWX) $1 - $1,000 Walt Disney Company (DIS) $15,001 - $50,000 Wright Patterson Congressional Credit Union $1,001 - $15,000 None * Asset class details available at the bottom of this form.
6 ScheDule B: transactions asset owner Date tx. type amount cap. gains > $200? Eaton Vance Ohio Municipal Income Trust Shares of Beneficial Interest (EVO) 02/20/2015 S $ DESCRIPTION: total sale Fidelity Export and Multinational JT 02/25/2016 S (partial) DESCRIPTION: partial sale $1,001 - $15,000 SPDR Gold Trust (GLD) 02/20/2015 S $ b DESCRIPTION: total sale Hospira Inc (HSP) 03/31/2015 S $ DESCRIPTION: Total Sale * Asset class details available at the bottom of this form. ScheDule c: earned income Source type amount Spouse's Lincoln National Financial Life Insurance spouse refund $ ScheDule D: liabilities None disclosed. 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
7 None 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 The Heritage Foundation The American Enterprise Institute 02/20/ /22/2015 Dallas - Houston - Dallas 01/28/ /29/2015 DC - Middleburg, VA - DC 03/5/ /7/2015 DC - Sea Island - Dallas 0 b b 0 b b 0 b b ScheDule i: PaymentS made to charity in lieu of honoraria None disclosed. ScheDule a and B asset class DetailS 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, 08/8/2016
financial DiScloSure report
Filing ID #10006661 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
financial DiScloSure report
Filing ID #10001420 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:
financial DiScloSure report
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Filing ID #10010557 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
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Filing ID #10005281 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
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Filing ID #10006275 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
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financial DiScloSure report
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D NONE (No reportable positions.)
Report Required by the Ethics 111 Government Act of 1978 FOR CALENDAR YEAR 2011 (5 U.S.C. app. 101-111) 1. Person Reporting (last name, first, middle initial) Court or Organization Borman, Paul D. U.S.
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PERSONAL FINANCIAL STATEMENT
PERSONAL FINANCIAL STATEMENT Filed in accordance with chapter 57 of the Government Code. For filings required in 05, covering calendar year ending December, 04. Use FORM PFS--INSTRUCTION GUIDE when completing
FOR CALENDAR YEAR Court or Organization. Eastern District of Wisconsin. Sa. Report Type (check appropriate type) D Nomination,
:: (C cg AO JO 0 Rev.112007 FOR CALENDAR YEAR 2006. 1 ired I::) by the Ethics mentacto/1978 (5 c. app. 101-w; l. Person Reporting (last name, first, middle initial) Court or Organization Adelman, Lynn
D NONE (No reportable positions.)
AO IO Rev. J/2013 Report Required by the Ethics in Government Act o(/978 FOR CALENDAR YEAR 2012 (5 U.S.C. app. H JOI-I I I) I. Person Reporting (last name, first, middle initial) 2. Court or Organization
[{ NONE (No reportable positions.)
AO 10 Rev. 112013 FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of 1978 FOR CALENDAR YEAR 2012 (5 U.S.C. app. 101-111) I. Person Reporting (last name, first, middle initial)
Greenaway, Jr.. Joseph A. AOIO R Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e)
New Entrant Report U.S. Office of Government Ethics; 5 C.F.R. part 2634 Form Approved: OMB No. (3209-0001) (March 2014) Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's
Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e)
Nominee Report U.S. Office of Government Ethics; 5 C.F.R. part 2634 Form Approved: OMB No. (3209-0001) (March 2014) Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's
D NONE (No reportable positions.)
AO JO Rev. 112013 FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2012 Report Required by the Ethics in Government Act of 1978 (5 u.s.c. app.. H 101-111) I. Person Reporting (last name, first, middle initial)
Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e)
New Entrant Report U.S. Office of Government Ethics; 5 C.F.R. part 2634 Form Approved: OMB No. (3209-0001) (March 2014) Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's
Investment Portfolio Compliance Report January 31, County of Monterey. Investment Portfolio Compliance Report.
County of Monterey Investment Portfolio Compliance Report January 31, 2018 County of Monterey Investment Portfolio Compliance Report January 31, 2018 Sarah Meacham Managing Director PFM Asset Management
Investment Portfolio Compliance Report December 31, County of Monterey. Investment Portfolio Compliance Report.
County of Monterey Investment Portfolio Compliance Report December 31, 2017 County of Monterey Investment Portfolio Compliance Report December 31, 2017 Sarah Meacham Managing Director PFM Asset Management
Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e)
Nominee Report U.S. Office of Government Ethics; 5 C.F.R. part 2634 Form Approved: OMB No. (3209-0001) (March 2014) Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's
[{ NONE (No reportable positions.)
AO JO Rev. 112013 Report Required by the Ethics in Government Act of/978 FOR CALENDAR YEAR 2012 (5 U.S.C. app. 101-J 11) Person Reporting (last name, first, middle initial) Court or Organization HUG, JR.,
Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e)
New Entrant Report U.S. Office of Government Ethics; 5 C.F.R. part 2634 Form Approved: OMB No. (3209-0001) (March 2014) Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's
D Nomination, D Initial Annual D Final
AO JO in Government Act of 1978 Rev. 112007 FOR CALENDAR YEAR 2006 (5 U.S.C. app. JOI-JI I) Report Required by the Ethics I. Person Reporting (last name, first, middle initial) Williams, Alexander Jr.
D NONE (No reportable positions.)
' FINANCIAL DISCLOSURE REPORT Report Required by the Ethics AO JO in Government Act of 1978 Rev. 112008 FOR CALENDAR YEAR 2007 (5 U.S.C. app. 101-111) l. Person Reporting (last name, first, middle initial)
D NONE (No reportable positions.)
AOJO Rev. 112012 FOR CALENDAR YEAR 2011 Report Required by the Ethics m Government Act of 1978 (5 U.S.C. app. I 101-111) I. Person Reporting (last name, first, middle initial) Court or Organization U.S.
Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e)
Nominee Report U.S. Office of Government Ethics; 5 C.F.R. part 2634 Form Approved: OMB No. (3209-0001) (March 2014) Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's