“...pleasure and pain, they come and go and don't last... bear them patiently”
—Gita
Pathos InvestmentsEquity Research

Rep. Michael C. Burgess TX26

38 disclosed trades (stocks, ETFs and options) since 2024 filings (House). Latest: Sep 3, 2024.
49%hit rate
+1.6%avg excess vs SPY
+5.9%annualized excess
118 davg holding period
12 / 1 / 18closed / open / unmatched sells

Rep. Michael C. Burgess has reported 38 trades since 2024 (8 buys, 30 sells). 49% of 31 scored trades beat the S&P 500 over the time they were held. The most recent was a sale of ILMN on Sep 3, 2024, disclosed Sep 24, 2024. These are public disclosures, not recommendations.

Round trips and scored positions

TickerKindBoughtSoldDays heldReported amountExcess vs SPY
ILMN SPSell (no earlier buy)—Sep 3, 202490 (rule)$15K–$50K-2.1%
ILMN Sell (no earlier buy)—Aug 30, 202490 (rule)$15K–$50K-2.8%
RY SPSell (no earlier buy)—Jul 25, 202490 (rule)$15K–$50K-6.9%
UPS SPSell (no earlier buy)—Jul 22, 202490 (rule)$1K–$15K+14.8%
RY SPSell (no earlier buy)—Jul 16, 202490 (rule)$1K–$15K-8.2%
RY Still heldJul 16, 2024held840$1K–$15K+51.9%
ABBV Sell (no earlier buy)—Apr 10, 202490 (rule)$1K–$15K+8.7%
IBM Sell (no earlier buy)—Apr 10, 202490 (rule)$1K–$15K+13.2%
ITIP Sell (no earlier buy)—Apr 10, 202490 (rule)$1K–$15Knot yet scorable
MRK Sell (no earlier buy)—Apr 10, 202490 (rule)$1K–$15K+8.7%
WBA Sell (no earlier buy)—Mar 1, 202490 (rule)$1K–$15Knot yet scorable
BBY SPSell (no earlier buy)—Feb 26, 202490 (rule)$15K–$50K+9.8%
BBY Sell (no earlier buy)—Feb 23, 202490 (rule)$15K–$50K+12.3%
ILMN Round tripFeb 12, 2024Feb 12, 20240buy $15K–$50K / sell $1K–$15K+0.0%
ILMN Round tripFeb 12, 2024Mar 11, 202428buy $15K–$50K / sell $1K–$15K-2.7%
ILMN Round tripFeb 12, 2024Aug 30, 2024200$15K–$50K-16.0%
PANW Sell (no earlier buy)—Feb 9, 202490 (rule)$15K–$50K+25.3%
BX Sell (no earlier buy)—Jan 12, 202490 (rule)$15K–$50K+2.4%
VLO Sell (no earlier buy)—Jan 12, 202490 (rule)$15K–$50K-26.0%
RY SPRound tripJan 10, 2024Jan 10, 20240$1K–$15K+0.0%
AMD SPSell (no earlier buy)—Jan 2, 202490 (rule)$1K–$15K-21.8%
AMGN SPSell (no earlier buy)—Jan 2, 202490 (rule)$15K–$50K+15.3%
BX SPSell (no earlier buy)—Jan 2, 202490 (rule)$15K–$50K+8.3%
XOM SPRound tripJan 2, 2024Mar 11, 202469$15K–$50K-1.7%
ILMN SPRound tripJan 2, 2024Jan 2, 20240buy $15K–$50K / sell $1K–$15K+0.0%
ILMN SPRound tripJan 2, 2024Feb 12, 202441buy $15K–$50K / sell $1K–$15K-4.3%
ILMN SPRound tripJan 2, 2024Mar 11, 202469buy $15K–$50K / sell $1K–$15K-7.1%
ILMN SPRound tripJan 2, 2024Sep 3, 2024245$15K–$50K-19.5%
ILMN Round tripJan 2, 2024Feb 9, 202438$1K–$15K-5.9%
PANW SPSell (no earlier buy)—Jan 2, 202490 (rule)$15K–$50K+13.8%
VLO SPSell (no earlier buy)—Jan 2, 202490 (rule)$15K–$50K-21.7%
UPS SPRound tripDec 15, 2023Dec 15, 20230$1K–$15K+0.0%
UPS Round tripDec 14, 2023Dec 14, 20230$1K–$15K+0.0%

Every trade (all time)

TickerActionTradedReported amountDisclosed · lag90-day vs SPYSource
ILMNSELLSep 3, 2024$15K–$50KSep 24, 2024
21 days
-2.1%PDF
ILMNSELLAug 30, 2024$15K–$50KOct 1, 2024
32 days
-2.8%PDF
RYSELLJul 25, 2024$15K–$50KAug 12, 2024
18 days
-6.9%PDF
UPSSELLJul 22, 2024$1K–$15KJul 31, 2024
9 days
+14.8%PDF
RYSELL (partial)Jul 16, 2024$1K–$15KJul 31, 2024
15 days
-8.2%PDF
RYBUYJul 16, 2024$1K–$15KJul 31, 2024
15 days
+8.2%PDF
ABBVSELL (partial)Apr 10, 2024$1K–$15KMay 2, 2024
22 days
+8.7%PDF
IBMSELL (partial)Apr 10, 2024$1K–$15KMay 2, 2024
22 days
+13.2%PDF
ITIPSELL (partial)Apr 10, 2024$1K–$15KMay 2, 2024
22 days
—PDF
MRKSELL (partial)Apr 10, 2024$1K–$15KMay 2, 2024
22 days
+8.7%PDF
ILMNSELL (partial)Mar 11, 2024$1K–$15KMar 22, 2024
11 days
+25.8%PDF
XOMSELLMar 11, 2024$15K–$50KApr 10, 2024
30 days
+1.0%PDF
ILMNSELL (partial)Mar 11, 2024$1K–$15KApr 10, 2024
30 days
+25.8%PDF
WBASELL (partial)Mar 1, 2024$1K–$15KMar 22, 2024
21 days
—PDF
BBYSELLFeb 26, 2024$15K–$50KMar 7, 2024
10 days
+9.8%PDF
BBYSELLFeb 23, 2024$15K–$50KMar 7, 2024
13 days
+12.3%PDF
ILMNSELL (partial)Feb 12, 2024$1K–$15KMar 7, 2024
24 days
+23.4%PDF
ILMNSELL (partial)Feb 12, 2024$1K–$15KMar 7, 2024
24 days
+23.4%PDF
ILMNBUYFeb 12, 2024$15K–$50KMar 7, 2024
24 days
-23.4%PDF
ILMNSELL (partial)Feb 9, 2024$1K–$15KMar 7, 2024
27 days
+23.0%PDF
PANWSELLFeb 9, 2024$15K–$50KMar 7, 2024
27 days
+25.3%PDF
BXSELLJan 12, 2024$15K–$50KFeb 5, 2024
24 days
+2.4%PDF
VLOSELLJan 12, 2024$15K–$50KFeb 5, 2024
24 days
-26.0%PDF
RYBUYJan 10, 2024$1K–$15KJan 22, 2024
12 days
-6.9%PDF
RYSELLJan 10, 2024$1K–$15KJan 22, 2024
12 days
+6.9%PDF
AMDSELLJan 2, 2024$1K–$15KJan 22, 2024
20 days
-21.8%PDF
AMGNSELLJan 2, 2024$15K–$50KJan 22, 2024
20 days
+15.3%PDF
BXSELLJan 2, 2024$15K–$50KJan 22, 2024
20 days
+8.3%PDF
XOMBUYJan 2, 2024$15K–$50KJan 22, 2024
20 days
+3.8%PDF
ILMNBUYJan 2, 2024$15K–$50KJan 22, 2024
20 days
-14.0%PDF
ILMNSELL (partial)Jan 2, 2024$1K–$15KJan 22, 2024
20 days
+14.0%PDF
ILMNBUYJan 2, 2024$1K–$15KJan 22, 2024
20 days
-14.0%PDF
PANWSELLJan 2, 2024$15K–$50KJan 22, 2024
20 days
+13.8%PDF
VLOSELLJan 2, 2024$15K–$50KJan 22, 2024
20 days
-21.7%PDF
UPSSELLDec 15, 2023$1K–$15KJan 8, 2024
24 days
+15.3%PDF
UPSBUYDec 15, 2023$1K–$15KJan 8, 2024
24 days
-15.3%PDF
UPSSELLDec 14, 2023$1K–$15KJan 8, 2024
25 days
+14.0%PDF
UPSBUYDec 14, 2023$1K–$15KJan 8, 2024
25 days
-14.0%PDF
How the hit rate works. Prices are daily closes from Yahoo Finance's free chart data; the benchmark is SPY (S&P 500 ETF). (1) Round trips: for each member, ticker and owner, buys are paired with later sells first-in, first-out. Each pair is scored over the actual holding period: the stock's return from buy date to sell date minus SPY's return over the same days. A pair is right if that excess is positive. (2) Still held: a buy with no matching sale is scored from the buy date to the latest close, but only once it is at least 90 days old. (3) Sells with no earlier buy in the data are scored on the 90 days after the sale; right if the stock lagged SPY (the excess is shown inverted, so positive = good call). (4) Options are scored as bets on the underlying stock, using the stock's return versus SPY (no option prices): buying a call, exercising a call, or selling/writing a put counts as a bullish (buy) call; buying a put or selling a call counts as bearish (sell). An opening option trade is paired with a later closing trade of the same contract (type, strike, expiry) when the data has one; otherwise it is scored on the 90 days after the trade. Options whose call/put type is not stated are shown but not scored. Options are drawn as outlined rings on the charts. (5) Weighting: trades are weighted by the midpoint of the reported dollar range, which is approximate; partial sales split a buy across several round trips. (6) Annualized excess = weighted excess divided by weighted holding days, times 365, so short and long holds can be compared. Only members with at least 10 scored items are ranked; under 30 is a small sample. Disclosures are ranges, dates can be wrong, trades before 2024, options, bonds and private holdings are not included, and nothing here accounts for dividends, taxes, or the disclosure delay. This is an educational measure, not a signal and not investment advice.
Education, not investment advice. This page reorganizes public disclosures so you can see what members of Congress reported. A disclosure is not evidence of wrongdoing, and past trades say nothing about future returns. Amounts are the ranges members report, not exact values. Members have up to 45 days to disclose, so recent trades may be missing. Paper filings that need manual review, trades without a confident ticker match, options, mutual funds, bonds and private holdings are not shown. Always check the source filing.

Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.