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Pete Sessions Filing

Annual Report | Filed on 13 Aug 2024

STOCK Act Compliance Violation

This filing contains 72 transactions 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


Crown Castle Inc. (CCI) [ST] CCI	S	28 Dec 2023	$1,001 - $15,000	Sale loss
Trust One ⇒ Alibaba Group Holding Limite... BABA	S	28 Dec 2023	$1,001 - $15,000	Spouse. 45 shares loss ~$5500
Trust One ⇒ American Tower Corporation (... AMT	S	28 Dec 2023	$1,001 - $15,000	Spouse. sold loss 21.1125 shares
Trust One ⇒ Crown Castle Inc. (CCI) [ST] CCI	S	28 Dec 2023	$1,001 - $15,000	Spouse. Sale loss 45.9831 shares
Trust One ⇒ US Treasury BILL 06/20/2024 ...	P	28 Dec 2023	$15,001 - $50,000	Spouse. purchase - rollover from redemption
SEP 1 ⇒ US TREASURY BILL23U S T BILL DUE...	S	21 Dec 2023	$50,001 - $100,000	Spouse. Bond redemption (reinvested) 87K from $84.777.11
BlackRock Utility, Infrastructure & Powe... BUI	S	15 Dec 2023	$1,001 - $15,000	230 shares sold loss
Trust One ⇒ NVIDIA Corporation (NVDA) [S... NVDA	P	06 Dec 2023	$456.00	Spouse. 1 share
Trust One ⇒ AT&T Inc. (T) [ST] T	S	29 Nov 2023	$1,001 - $15,000	Spouse. 150 sold loss
Trust One ⇒ Medical Properties Trust, In... MPW	S	03 Nov 2023	$257.49	Spouse. sold 50 loss
Bank Nova Scotia Halifax Pfd 3 Ordinary ... BNS	S	02 Nov 2023	$1,001 - $15,000	sold loss 100
CS SEP ⇒ US Treasury BILL 05/02/2024 [GS...	P	02 Nov 2023	$100,001 - $250,000	$151,000
Lowe's Companies, Inc. (LOW) [ST] LOW	S	02 Nov 2023	$1,001 - $15,000	sold 30
Apple Inc. (AAPL) [ST] AAPL	S	01 Nov 2023	$1,001 - $15,000	sold 25.0346
Ares Capital Corporation - Closed End Fu... ARCC	S	01 Nov 2023	$1,001 - $15,000	sold 250
HT IRA ⇒ US TREAS BILLS 0.000 04/25/24 [...	P	01 Nov 2023	$500,001 - $1,000,000	purchase 779,631.69 YTM 5.450%
Microsoft Corporation (MSFT) [ST] MSFT	S	01 Nov 2023	$15,001 - $50,000	Sold 132.5121 shares
Warner Bros. Discovery, Inc. - Series A ... WBD	S	01 Nov 2023	$476.63	Sold 48 Loss
Crown Castle Inc. (CCI) [ST] CCI	S	31 Oct 2023	$1,001 - $15,000	Sold loss 50 shares
HT IRA ⇒ AT&T Inc. (T) [ST] T	S	31 Oct 2023	$15,001 - $50,000	Sold 1321 loss
HT IRA ⇒ BlackRock Utility, Infrastructu... BUI	S	31 Oct 2023	$250,001 - $500,000	Sold 17,494.659 loss
HT IRA ⇒ BP p.l.c. (BP) [ST] BP	S	31 Oct 2023	$15,001 - $50,000	Sold 436.637 loss
HT IRA ⇒ Energy Transfer LP Common Units... ET	S	31 Oct 2023	$15,001 - $50,000	Sold 2682 loss
HT IRA ⇒ Lockheed Martin Corporation (LM... LMT	S	31 Oct 2023	$100,001 - $250,000	Sold 233 gain
HT IRA ⇒ McDonald's Corporation (MCD) [S... MCD	S	31 Oct 2023	$100,001 - $250,000	Sold 476 gain
HT IRA ⇒ Procter & Gamble Company (PG) [... PG	S	31 Oct 2023	$100,001 - $250,000	Sold 740 gain
HT IRA ⇒ Snowflake Inc. Class A (SNOW) [... SNOW	S	31 Oct 2023	$15,001 - $50,000	Sold 289 loss
HT IRA ⇒ Warner Bros. Discovery, Inc. - ... WBD	S	31 Oct 2023	$1,001 - $15,000	Sold 319 loss
IRA Two ⇒ Chipotle Mexican Grill, Inc. (... CMG	S	31 Oct 2023	$15,001 - $50,000	Spouse. 10 shares since 2015
IRA Two ⇒ Chipotle Mexican Grill, Inc. (... CMG	S	31 Oct 2023	$1,001 - $15,000	Spouse. 200 shares loss
IRA Two ⇒ Verizon Communications Inc. (V... VZ	S	31 Oct 2023	$1,001 - $15,000	Spouse. Sold 163 loss
IRA One ⇒ Ares Capital Corporation - Clo... ARCC	P	06 Oct 2023	$569.25	Spouse. 30 shares
IRA One ⇒ Warner Bros. Discovery, Inc. -... WBD	S	06 Oct 2023	$493.91	Spouse. 48 shares loss
Trust One ⇒ US Treasury BILL 03/21/2024 ...	P	22 Sept 2023	$15,001 - $50,000	Spouse. US Treasury BILL 03/21/2024 5.6% Schwab
Trust One ⇒ Microsoft Corporation (MSFT)... MSFT	P	20 Sept 2023	$1,001 - $15,000	Spouse. 20 shares Schwab + 20 more Schwab
Trust One ⇒ US Treasury 912797GQ4 [GS]	P	13 Sept 2023	$100,001 - $250,000	Spouse. US Treasury 5.524% 912797GQ4 $150k
IRA Two ⇒ NVIDIA Corporation (NVDA) [ST] NVDA	P	12 Sept 2023	$1,001 - $15,000	Spouse. 3 shares $1344
Trust One ⇒ C3.ai, Inc. Class A (AI) [ST... AI	S	05 Sept 2023	$314.30	Spouse. 10 shares/loss
Trust One ⇒ Alerian MLP ETF (AMLP) [ST] AMLP	S	01 Sept 2023	$1,001 - $15,000	Spouse. sold loss
Trust One ⇒ Allied Gaming & Entertainmen... AGAE	S	29 Aug 2023	$1,000.00	Spouse. 1000 shares/loss
Trust One ⇒ Mastercard Incorporated (MA)... MA	S	21 Aug 2023	$1,001 - $15,000	Spouse. 10.8288 shares sold
Trust One ⇒ Coca-Cola Company (KO) [ST] KO	S	18 Aug 2023	$1,001 - $15,000	Spouse. 60.8 shares
Trust One ⇒ DigitalBridge Group, Inc. (D... DBRG	S	18 Aug 2023	$189.48	Spouse. 12 shares /loss
Trust One ⇒ International Business Machi... IBM	S	18 Aug 2023	$1,001 - $15,000	Spouse. 35 shares / sold
Trust One ⇒ Warner Bros. Discovery, Inc.... WBD	S	18 Aug 2023	$469.21	Spouse. 35 shares loss 55%
IRA One ⇒ Ares Capital Corporation - Clo... ARCC	P	15 Aug 2023	$155.92	Spouse. 8 shares
Trust One ⇒ Kyndryl Holdings, Inc. (KD) ... KD	S	28 Jul 2023	$163.20	Spouse. 7 shares
Trust One ⇒ US Treasury BILL 01/11/2024 ...	P	28 Jul 2023	$15,001 - $50,000	Spouse. US Treasury BILL 01/11/2024 5.472% $25k
US Treasury 1.75% 07/31/2024 [GS]	P	27 Jul 2023	$15,001 - $50,000	US Treasury 1.75% 07/31/2024
BlackRock Utility, Infrastructure & Powe... BUI	S	24 Jul 2023	$15,001 - $50,000	-
Trust One ⇒ Salesforce, Inc. (CRM) [ST] CRM	S	21 Jul 2023	$1,001 - $15,000	Spouse. 5 shares
CS SEP ⇒ US TREASUR NT 3%06/24UST NOTE D...	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 Corporation - Clo... ARCC	P	14 Jul 2023	$240.80	Spouse. 14 shares $240
Trust One ⇒ US Treasury BILL 12/28/2023 ...	P	14 Jul 2023	$15,001 - $50,000	Spouse. US Treasury BILL 12/28/2023 @ 97.587
ET IRA ⇒ US Treasury Bill 912797HA8 [GS]	P	23 Jun 2023	$1,001 - $15,000	US Treasury Bill 912797HA8 @ $98.5096
IRA One ⇒ NVIDIA Corporation (NVDA) [ST] NVDA	P	23 Jun 2023	$424.53	Spouse. CS ROTH 1 share
SEP 1 ⇒ JPMorgan Chase & Co. OH 5.55% CD...	P	23 Jun 2023	$50,001 - $100,000	Spouse. JPMorgan Chase & Co. OH 5.55% CD 07/29/2024
SEP 1 ⇒ US Treasury BILL 12/21/2023 @ 97...	P	23 Jun 2023	$50,001 - $100,000	Spouse. US Treasury BILL 12/21/2023 @ 97.445
SEP 2 ⇒ US Treasury BILL 12/21/2023 9127...	P	23 Jun 2023	$50,001 - $100,000	Spouse. CS SEP 912797FV4
Trust One ⇒ American Tower Corporation (... AMT	S	15 Jun 2023	$1,001 - $15,000	Spouse. UBS Trust 50
Trust One ⇒ Discover Financial Services ... DFS	S	15 Jun 2023	$15,001 - $50,000	Spouse. UBS Trust 350
Trust One ⇒ lululemon athletica inc. (LU... LULU	S	15 Jun 2023	$15,001 - $50,000	Spouse. UBS Trust 50
Trust One ⇒ Medtronic plc. Ordinary Shar... MDT	S	15 Jun 2023	$15,001 - $50,000	Spouse. UBS Trust 300
FMS IRA ⇒ TOBACCO SETTLEMENT FING CORP V...	S	19 May 2023	$1,001 - $15,000	Tobacco Settlement 6.706% bond called
Trust One ⇒ US Treasury [GS]	S	15 May 2023	$50,001 - $100,000	Spouse. US TREASURY BILL23U S T BILL DUE 07/06/23
Trust One ⇒ US Treasury [GS]	S	15 May 2023	$15,001 - $50,000	Spouse. US TREASURY BILL23U S T BILL DUE 07/20/23
Trust One ⇒ US Treasury [GS]	S	15 May 2023	$15,001 - $50,000	Spouse. US TREASURY BILL23U S T BILL DUE 04/27/23
Trust One ⇒ US Treasury [GS]	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 [GS]	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 [GS]	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 [GS]	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