Pete SessionsFiling

Annual Report | Filed on 13 Aug 2024

This congressional financial disclosure from Pete Sessions (annual report) filed on August 13, 2024 contains 72 stock trades including CRM, AAPL, CMG, BUI, WBD and 28 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

This filing contains 72 transactions disclosed beyond the 45-day STOCK Act deadline, with the latest filed 574 days after the trade date. Only 0% of transactions met the disclosure requirement.

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STOCK Act Compliance Violation

This filing contains 72 transaction(s) that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.

574

Days Late (Max)

Compliance Rate

72/72

Non-Compliant

About the STOCK Act: The Stop Trading on Congressional Knowledge Act requires members of Congress to disclose stock trades within 45 days of the transaction date. Late filings may result in fines and reduce transparency in congressional trading activities.

Politician Name

Pete Sessions

Filing Type

Annual Report

Filed Date

13 Aug 2024

View Original Filing (PDF)

Transactions

72 transactions


Trust One ⇒ US Treasury B...	P	28 Dec 2023	$15,001 - $50,000	Spouse. purchase - rollover from redemption
Trust One ⇒ American Towe... AMT	S	28 Dec 2023	$1,001 - $15,000	Spouse. sold loss 21.1125 shares
Crown Castle Inc. (CCI) [... CCI	S	28 Dec 2023	$1,001 - $15,000	Sale loss
Trust One ⇒ Crown Castle ... CCI	S	28 Dec 2023	$1,001 - $15,000	Spouse. Sale loss 45.9831 shares
Trust One ⇒ Alibaba Group... BABA	S	28 Dec 2023	$1,001 - $15,000	Spouse. 45 shares loss ~$5500
SEP 1 ⇒ US TREASURY BILL2...	S	21 Dec 2023	$50,001 - $100,000	Spouse. Bond redemption (reinvested) 87K from $84.777.11
BlackRock Utility, Infras... BUI	S	15 Dec 2023	$1,001 - $15,000	230 shares sold loss
Trust One ⇒ NVIDIA Corpor... NVDA	P	6 Dec 2023	$456.00	Spouse. 1 share
Trust One ⇒ AT&T Inc. (T)... T	S	29 Nov 2023	$1,001 - $15,000	Spouse. 150 sold loss
Trust One ⇒ Medical Prope... MPW	S	3 Nov 2023	$257.49	Spouse. sold 50 loss
Lowe's Companies, Inc. (L... LOW	S	2 Nov 2023	$1,001 - $15,000	sold 30
CS SEP ⇒ US Treasury BILL...	P	2 Nov 2023	$100,001 - $250,000	$151,000
Bank Nova Scotia Halifax ... BNS	S	2 Nov 2023	$1,001 - $15,000	sold loss 100
Apple Inc. (AAPL) [ST] AAPL	S	1 Nov 2023	$1,001 - $15,000	sold 25.0346
HT IRA ⇒ US TREAS BILLS 0...	P	1 Nov 2023	$500,001 - $1,000,000	purchase 779,631.69 YTM 5.450%
Ares Capital Corporation ... ARCC	S	1 Nov 2023	$1,001 - $15,000	sold 250
Microsoft Corporation (MS... MSFT	S	1 Nov 2023	$15,001 - $50,000	Sold 132.5121 shares
Warner Bros. Discovery, I... WBD	S	1 Nov 2023	$476.63	Sold 48 Loss
IRA Two ⇒ Chipotle Mexica... CMG	S	31 Oct 2023	$1,001 - $15,000	Spouse. 200 shares loss
HT IRA ⇒ Warner Bros. Dis... WBD	S	31 Oct 2023	$1,001 - $15,000	Sold 319 loss
HT IRA ⇒ BlackRock Utilit... BUI	S	31 Oct 2023	$250,001 - $500,000	Sold 17,494.659 loss
HT IRA ⇒ BP p.l.c. (BP) [... BP	S	31 Oct 2023	$15,001 - $50,000	Sold 436.637 loss
HT IRA ⇒ AT&T Inc. (T) [S... T	S	31 Oct 2023	$15,001 - $50,000	Sold 1321 loss
IRA Two ⇒ Chipotle Mexica... CMG	S	31 Oct 2023	$15,001 - $50,000	Spouse. 10 shares since 2015
HT IRA ⇒ Energy Transfer ... ET	S	31 Oct 2023	$15,001 - $50,000	Sold 2682 loss
HT IRA ⇒ Lockheed Martin ... LMT	S	31 Oct 2023	$100,001 - $250,000	Sold 233 gain
Crown Castle Inc. (CCI) [... CCI	S	31 Oct 2023	$1,001 - $15,000	Sold loss 50 shares
HT IRA ⇒ McDonald's Corpo... MCD	S	31 Oct 2023	$100,001 - $250,000	Sold 476 gain
IRA Two ⇒ Verizon Communi... VZ	S	31 Oct 2023	$1,001 - $15,000	Spouse. Sold 163 loss
HT IRA ⇒ Snowflake Inc. C... SNOW	S	31 Oct 2023	$15,001 - $50,000	Sold 289 loss
HT IRA ⇒ Procter & Gamble... PG	S	31 Oct 2023	$100,001 - $250,000	Sold 740 gain
IRA One ⇒ Warner Bros. Di... WBD	S	6 Oct 2023	$493.91	Spouse. 48 shares loss
IRA One ⇒ Ares Capital Co... ARCC	P	6 Oct 2023	$569.25	Spouse. 30 shares
Trust One ⇒ US Treasury B...	P	22 Sept 2023	$15,001 - $50,000	Spouse. US Treasury BILL 03/21/2024 5.6% Schwab
Trust One ⇒ Microsoft Cor... MSFT	P	20 Sept 2023	$1,001 - $15,000	Spouse. 20 shares Schwab + 20 more Schwab
Trust One ⇒ US Treasury 9...	P	13 Sept 2023	$100,001 - $250,000	Spouse. US Treasury 5.524% 912797GQ4 $150k
IRA Two ⇒ NVIDIA Corporat... NVDA	P	12 Sept 2023	$1,001 - $15,000	Spouse. 3 shares $1344
Trust One ⇒ C3.ai, Inc. C... AI	S	5 Sept 2023	$314.30	Spouse. 10 shares/loss
Trust One ⇒ Alerian MLP E... AMLP	S	1 Sept 2023	$1,001 - $15,000	Spouse. sold loss
Trust One ⇒ Allied Gaming... AGAE	S	29 Aug 2023	$1,000.00	Spouse. 1000 shares/loss
Trust One ⇒ Mastercard In... MA	S	21 Aug 2023	$1,001 - $15,000	Spouse. 10.8288 shares sold
Trust One ⇒ Coca-Cola Com... KO	S	18 Aug 2023	$1,001 - $15,000	Spouse. 60.8 shares
Trust One ⇒ International... IBM	S	18 Aug 2023	$1,001 - $15,000	Spouse. 35 shares / sold
Trust One ⇒ Warner Bros. ... WBD	S	18 Aug 2023	$469.21	Spouse. 35 shares loss 55%
Trust One ⇒ DigitalBridge... DBRG	S	18 Aug 2023	$189.48	Spouse. 12 shares /loss
IRA One ⇒ Ares Capital Co... ARCC	P	15 Aug 2023	$155.92	Spouse. 8 shares
Trust One ⇒ US Treasury B...	P	28 Jul 2023	$15,001 - $50,000	Spouse. US Treasury BILL 01/11/2024 5.472% $25k
Trust One ⇒ Kyndryl Holdi... KD	S	28 Jul 2023	$163.20	Spouse. 7 shares
US Treasury 1.75% 07/31/2...	P	27 Jul 2023	$15,001 - $50,000	US Treasury 1.75% 07/31/2024
BlackRock Utility, Infras... BUI	S	24 Jul 2023	$15,001 - $50,000	-
Trust One ⇒ Salesforce, I... CRM	S	21 Jul 2023	$1,001 - $15,000	Spouse. 5 shares
CS SEP ⇒ US TREASUR NT 3%...	P	20 Jul 2023	$1,001 - $15,000	US TREASUR NT 3%06/24UST NOTE DUE 06/30/24 $1960.61
IRA One ⇒ Ares Capital Co... ARCC	P	14 Jul 2023	$240.80	Spouse. 14 shares $240
Trust One ⇒ US Treasury B...	P	14 Jul 2023	$15,001 - $50,000	Spouse. US Treasury BILL 12/28/2023 @ 97.587
SEP 2 ⇒ US Treasury BILL ...	P	23 Jun 2023	$50,001 - $100,000	Spouse. CS SEP 912797FV4
SEP 1 ⇒ US Treasury BILL ...	P	23 Jun 2023	$50,001 - $100,000	Spouse. US Treasury BILL 12/21/2023 @ 97.445
IRA One ⇒ NVIDIA Corporat... NVDA	P	23 Jun 2023	$424.53	Spouse. CS ROTH 1 share
SEP 1 ⇒ JPMorgan Chase & ...	P	23 Jun 2023	$50,001 - $100,000	Spouse. JPMorgan Chase & Co. OH 5.55% CD 07/29/2024
ET IRA ⇒ US Treasury Bill...	P	23 Jun 2023	$1,001 - $15,000	US Treasury Bill 912797HA8 @ $98.5096
Trust One ⇒ Medtronic plc... MDT	S	15 Jun 2023	$15,001 - $50,000	Spouse. UBS Trust 300
Trust One ⇒ American Towe... AMT	S	15 Jun 2023	$1,001 - $15,000	Spouse. UBS Trust 50
Trust One ⇒ lululemon ath... LULU	S	15 Jun 2023	$15,001 - $50,000	Spouse. UBS Trust 50
Trust One ⇒ Discover Fina... DFS	S	15 Jun 2023	$15,001 - $50,000	Spouse. UBS Trust 350
FMS IRA ⇒ TOBACCO SETTLEM...	S	19 May 2023	$1,001 - $15,000	Tobacco Settlement 6.706% bond called
Trust One ⇒ US Treasury [...	S	15 May 2023	$15,001 - $50,000	Spouse. US TREASU NT 0.125%10/23UST NOTE DUE 10/15/23
Trust One ⇒ US Treasury [...	S	15 May 2023	$15,001 - $50,000	Spouse. US TREASURY BILL23U S T BILL DUE 04/27/23
Trust One ⇒ US Treasury [...	S	15 May 2023	$50,001 - $100,000	Spouse. US TREASURY BILL23U S T BILL DUE 07/06/23
Trust One ⇒ US Treasury [...	S	15 May 2023	$15,001 - $50,000	Spouse. US TREASURY BILL23U S T BILL DUE 07/20/23
Trust One ⇒ US Treasury [...	S	15 May 2023	$15,001 - $50,000	Spouse. US TREASU NT 0.875%01/24UST NOTE DUE 01/31/24
Trust One ⇒ US Treasury [...	S	14 May 2023	$15,001 - $50,000	Spouse. US TREASU NT 0.125%07/23UST NOTE DUE 07/31/23
Trust One ⇒ US Treasury [...	P	17 Jan 2023	$15,001 - $50,000	Spouse. US Treasury BILL 07/20/2023 @ 97.640
US Treasury [GS]	P	17 Jan 2023	$1,001 - $15,000	US Treasury BILL 07/20/2023 @ 97.640