$11.42M
Net Worth Est.
$550K
Trade Volume
2
Recent Trades
Nov 11, 2025
Last Trade
Current Member
Yes
Years Active
2013 - Present
Age
55
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Ted Cruz Stock Portfolio & Net Worth
Republican
Senator (TX)
Disclosed Trades
Trades: 2
Issuers: 1
Last Trade: Nov 11, 2025
Portfolio Lab
Backtest a hypothetical portfolio built from disclosed holdings (illustrative only; reporting delays and value ranges apply; past performance is not indicative of future results).
This portfolio monitors the publicly disclosed assets and transactions of Ted Cruz, compiled from official congressional financial filings under the STOCK Act. It currently tracks 700 disclosed assets and recent trading volume of $550K.
Financial holdings and assets from Ted Cruz's portfolio, compiled from official public records. Net worth estimates represent valuation range midpoints.
By value, the largest disclosed asset types are Funds and ETFs, Stocks, and Retirement Plans.
Filing Sources & Methodology: Data compiled from official public filings with the U.S. House Clerk and U.S. Senate Financial Disclosures (eFD) pursuant to the STOCK Act (Pub. L. 112–105).
Disclosures are reported with a statutory 30–45 day delay and in broad valuation ranges; net worth and growth metrics represent midpoint approximations for research and informational purposes only. Not investment advice or a recommendation to buy or sell any security. Past performance is not indicative of future results.
Estimated Net Worth
$11.42M
Disclosed Portfolio
Disclosure period
2013 - 2024
Report years
Net Worth Growth
+247.1%
vs +222.0% S&P 500
Trade Volume
$550K
Recent Disclosed
Disclosed Trades
2
2 Official Filings
Portfolio Performance vs S&P 500
Cumulative disclosure net worth growth of Ted Cruz vs S&P 500 Index (SPY) since 2013.
Ted Cruz: +247.1%
S&P 500: +222.0%
Ted Cruz has a net worth of $11.42M
per our latest estimates. Estimates are calculated based on the midpoints of disclosed asset valuations.
Net Worth Trajectory
Note: the latest point is the current net worth estimate; earlier points come from annual reports (range midpoints), so the last step is not a like-for-like change.
$11.42M
Current Net Worth Est.
Top Holdings / Asset Types
Disclosed Holdings
| Asset / Holding | Asset Type | Disclosed Amount Range | Owner | Report Year | Filed Date |
|---|---|---|---|---|---|
MA Portfolio 2027
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Joint | 2024 | Aug 13, 2025 |
Vanguard Dividend Appreciation Index Fund ETF Shares
VIG
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Joint | 2024 | Aug 13, 2025 |
Vanguard Real Estate Index Fund Institutional Shares
VGSNX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2024 | Aug 13, 2025 |
|
Vanguard Target Retirement 2035 Tr I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Self | 2024 | Aug 13, 2025 |
|
USAA 529 - Child 2
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2024 | Aug 13, 2025 |
| Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2024 | Aug 13, 2025 | |
|
Traditional IRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2024 | Aug 13, 2025 |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2024 | Aug 13, 2025 | |
|
Vanguard Target Retirement 2040 Tr I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2024 | Aug 13, 2025 |
American Funds EuroPacific Growth Fund Class A
AEPGX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2024 | Aug 13, 2025 |
|
Age-Based Option 14-15: Conservative Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2024 | Aug 13, 2025 |
|
American Express
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2024 | Aug 13, 2025 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2024 | Aug 13, 2025 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2024 | Aug 13, 2025 |
|
Bitcoin
Disclosed Asset
|
Cryptocurrency | $100,001 - $250,000 | Self | 2024 | Aug 13, 2025 |
|
Bitcoin Miners
Disclosed Asset
|
Other Securities | - | Self | 2024 | Aug 13, 2025 |
|
Bitcoin Miners
Disclosed Asset
|
Personal Property, Other | $15,001 - $50,000 | Self | 2024 | Aug 13, 2025 |
|
Chase
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2024 | Aug 13, 2025 |
EA Series Trust - Strive U.S. Energy ETF
DRLL
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2024 | Aug 13, 2025 |
Enterprise Products Partners L.P
EPD
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2024 | Aug 13, 2025 |
Fidelity Series Small Cap Core
FSSLX
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2024 | Aug 13, 2025 |
|
Fidelity 529 - Child 1
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2024 | Aug 13, 2025 |
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2024 | Aug 13, 2025 |
Goldman Sachs Dynamic Municipal Inc P
GAJPX
|
Mutual Funds, Mutual Fund | - | Joint | 2024 | Aug 13, 2025 |
Goldman Sachs Large Cap Value P
GMYPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2024 | Aug 13, 2025 |
| Corporate Securities, Stock | $1,000,001 - $5,000,000 | Spouse | 2024 | Aug 13, 2025 | |
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2024 | Aug 13, 2025 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2024 | Aug 13, 2025 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2024 | Aug 13, 2025 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2024 | Aug 13, 2025 |
|
Goldman Sachs Bank USA
Disclosed Asset
|
Bank Deposit | $100,001 - $250,000 | Joint | 2024 | Aug 13, 2025 |
Strategy Shares Nasdaq 7 Handl™ Index ETF
HNDL
|
Mutual Funds, Exchange Traded Fund/Note | - | Joint | 2024 | Aug 13, 2025 |
|
Health Equity HSA
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2024 | Aug 13, 2025 |
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2024 | Aug 13, 2025 |
Vanguard High Dividend Yield Index Fund ETF Shares
VYM
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2024 | Aug 13, 2025 |
|
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2024 | Aug 13, 2025 |
|
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2024 | Aug 13, 2025 |
|
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $500,001 - $1,000,000 | Self | 2024 | Aug 13, 2025 |
|
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2024 | Aug 13, 2025 |
|
Plan FBO Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2024 | Aug 13, 2025 |
|
Plan FBO Moderately Aggressive Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2024 | Aug 13, 2025 |
|
Private Equity Co-Investment Partners III LLC
Disclosed Asset
|
Investment Fund, Private Equity Fund | $15,001 - $50,000 | Joint | 2024 | Aug 13, 2025 |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2024 | Aug 13, 2025 | |
|
Spouse 401K
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2024 | Aug 13, 2025 |
|
TPG Tech Adjacencies II Access LLC
Disclosed Asset
|
Investment Fund, Private Equity Fund | $1,001 - $15,000 | Joint | 2024 | Aug 13, 2025 |
|
Texas ERS Retirement Account
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2024 | Aug 13, 2025 |
|
Spouse 401K
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2023 | Aug 13, 2024 |
|
Vanguard Target Retirement 2035 Tr I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Self | 2023 | Aug 13, 2024 |
|
Vanguard Target Retirement 2040 Tr I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2023 | Aug 13, 2024 |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2023 | Aug 13, 2024 | |
| Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2023 | Aug 13, 2024 | |
|
TPG Tech Adjacencies II Access LLC
Disclosed Asset
|
Investment Fund, Private Equity Fund | $1,001 - $15,000 | Joint | 2023 | Aug 13, 2024 |
|
Texas ERS Retirement Account
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2023 | Aug 13, 2024 |
|
Traditional IRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2023 | Aug 13, 2024 |
|
USAA 529 - Child 2
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2023 | Aug 13, 2024 |
Vanguard Real Estate Index Fund Institutional Shares
VGSNX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2023 | Aug 13, 2024 |
Vanguard Dividend Appreciation Index Fund ETF Shares
VIG
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Joint | 2023 | Aug 13, 2024 |
Vanguard High Dividend Yield Index Fund ETF Shares
VYM
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2023 | Aug 13, 2024 |
American Funds EuroPacific Growth Fund Class A
AEPGX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2023 | Aug 13, 2024 |
|
Age-Based Option 12-13: Moderately Conservative Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2023 | Aug 13, 2024 |
|
American Express
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2023 | Aug 13, 2024 |
BlackRock Municipal Income Closed Fund
BFK
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Joint | 2023 | Aug 13, 2024 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2023 | Aug 13, 2024 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2023 | Aug 13, 2024 |
|
Bitcoin
Disclosed Asset
|
Cryptocurrency | $50,001 - $100,000 | Self | 2023 | Aug 13, 2024 |
|
Capital One 360
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2023 | Aug 13, 2024 |
EA Series Trust - Strive U.S. Energy ETF
DRLL
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2023 | Aug 13, 2024 |
EGIS - 2ndVote Society Defended ETF
EGIS
|
Mutual Funds, Exchange Traded Fund/Note | - | Joint | 2023 | Aug 13, 2024 |
Enterprise Products Partners L.P
EPD
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2023 | Aug 13, 2024 |
Fidelity Series Small Cap Core
FSSLX
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2023 | Aug 13, 2024 |
|
Fidelity 529 - Child 1
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2023 | Aug 13, 2024 |
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2023 | Aug 13, 2024 |
Goldman Sachs Dynamic Municipal Inc P
GAJPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2023 | Aug 13, 2024 |
Goldman Sachs High Yield Municipal Fund Class P
GGLPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2023 | Aug 13, 2024 |
Goldman Sachs High Yield P
GGMPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2023 | Aug 13, 2024 |
Goldman Sachs Commodity Strategy Fund Class P
GGRPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2023 | Aug 13, 2024 |
|
GMWPX - Goldman Sachs Emerging Markets Credit Fund P
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2023 | Aug 13, 2024 |
Goldman Sachs Large Cap Value P
GMYPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2023 | Aug 13, 2024 |
| Corporate Securities, Stock | $1,000,001 - $5,000,000 | Spouse | 2023 | Aug 13, 2024 | |
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2023 | Aug 13, 2024 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2023 | Aug 13, 2024 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2023 | Aug 13, 2024 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2023 | Aug 13, 2024 |
Strategy Shares Nasdaq 7 Handl™ Index ETF
HNDL
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2023 | Aug 13, 2024 |
|
Health Equity HSA
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2023 | Aug 13, 2024 |
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2023 | Aug 13, 2024 |
|
MA Portfolio 2027
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Joint | 2023 | Aug 13, 2024 |
|
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2023 | Aug 13, 2024 |
|
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2023 | Aug 13, 2024 |
|
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $500,001 - $1,000,000 | Self | 2023 | Aug 13, 2024 |
|
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2023 | Aug 13, 2024 |
|
Plan FBO Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2023 | Aug 13, 2024 |
|
Plan FBO Moderately Aggressive Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2023 | Aug 13, 2024 |
|
Private Equity Co-Investment Partners III LLC
Disclosed Asset
|
Investment Fund, Private Equity Fund | $1,001 - $15,000 | Joint | 2023 | Aug 13, 2024 |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2023 | Aug 13, 2024 | |
|
Vanguard Target Retirement 2035 Tr I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Self | 2022 | Aug 14, 2023 |
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2022 | Aug 14, 2023 |
Vanguard Dividend Appreciation Index Fund ETF Shares
VIG
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Joint | 2022 | Aug 14, 2023 |
Vanguard Real Estate Index Fund Institutional Shares
VGSNX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2022 | Aug 14, 2023 |
|
USAA 529 - Child 2
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2022 | Aug 14, 2023 |
|
Traditional IRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2022 | Aug 14, 2023 |
|
Texas ERS Retirement Account
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2022 | Aug 14, 2023 |
|
TS&W MipCap Value Trust A
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2022 | Aug 14, 2023 |
|
Spouse 401K
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2022 | Aug 14, 2023 |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2022 | Aug 14, 2023 | |
|
Plan FBO Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2022 | Aug 14, 2023 |
|
Plan FBO Moderate Aggressive Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2022 | Aug 14, 2023 |
|
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2022 | Aug 14, 2023 |
|
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2022 | Aug 14, 2023 |
|
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2022 | Aug 14, 2023 |
|
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2022 | Aug 14, 2023 |
|
MA 2027 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Joint | 2022 | Aug 14, 2023 |
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2022 | Aug 14, 2023 |
|
Health Equity HSA
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2022 | Aug 14, 2023 |
Strategy Shares Nasdaq 7 Handl™ Index ETF
HNDL
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2022 | Aug 14, 2023 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2022 | Aug 14, 2023 |
|
WB International Growth CIT
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2022 | Aug 14, 2023 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2022 | Aug 14, 2023 |
|
Vanguard Target Retirement 2040 Tr I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2022 | Aug 14, 2023 |
Vanguard High Dividend Yield Index Fund ETF Shares
VYM
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2022 | Aug 14, 2023 |
| Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2022 | Aug 14, 2023 | |
Enterprise Products Partners L.P
EPD
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2022 | Aug 14, 2023 |
| Corporate Securities, Stock | $1,000,001 - $5,000,000 | Spouse | 2022 | Aug 14, 2023 | |
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2022 | Aug 14, 2023 |
Goldman Sachs Emerging Markets Crdt P
GMWPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2022 | Aug 14, 2023 |
Goldman Sachs Commodity Strategy Fund Class P
GGRPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2022 | Aug 14, 2023 |
Goldman Sachs High Yield P
GGMPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2022 | Aug 14, 2023 |
Goldman Sachs High Yield Municipal Fund Class P
GGLPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2022 | Aug 14, 2023 |
Goldman Sachs Dynamic Municipal Inc P
GAJPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2022 | Aug 14, 2023 |
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2022 | Aug 14, 2023 |
|
Fidelity 529 - Child 1
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2022 | Aug 14, 2023 |
EGIS - 2ndVote Society Defended ETF
EGIS
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2022 | Aug 14, 2023 |
|
Age-Based Option 12-13: Moderately Conservative Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2022 | Aug 16, 2024 |
|
American Express
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2022 | Aug 16, 2024 |
BlackRock Municipal Income Closed Fund
BFK
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Joint | 2022 | Aug 16, 2024 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2022 | Aug 16, 2024 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2022 | Aug 16, 2024 |
|
Bitcoin
Disclosed Asset
|
Cryptocurrency | $15,001 - $50,000 | Self | 2022 | Aug 16, 2024 |
|
Capital One 360
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2022 | Aug 16, 2024 |
EA Series Trust - Strive U.S. Energy ETF
DRLL
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2022 | Aug 16, 2024 |
EGIS - 2ndVote Society Defended ETF
EGIS
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2022 | Aug 16, 2024 |
Enterprise Products Partners L.P
EPD
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2022 | Aug 16, 2024 |
|
Fidelity 529 - Child 1
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2022 | Aug 16, 2024 |
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2022 | Aug 16, 2024 |
Goldman Sachs Dynamic Municipal Inc P
GAJPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2022 | Aug 16, 2024 |
Goldman Sachs High Yield Municipal Fund Class P
GGLPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2022 | Aug 16, 2024 |
Goldman Sachs High Yield P
GGMPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2022 | Aug 16, 2024 |
Goldman Sachs Commodity Strategy Fund Class P
GGRPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2022 | Aug 16, 2024 |
Goldman Sachs Emerging Markets Crdt P
GMWPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2022 | Aug 16, 2024 |
| Corporate Securities, Stock | $1,000,001 - $5,000,000 | Spouse | 2022 | Aug 16, 2024 | |
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2022 | Aug 16, 2024 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2022 | Aug 16, 2024 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2022 | Aug 16, 2024 |
Strategy Shares Nasdaq 7 Handl™ Index ETF
HNDL
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2022 | Aug 16, 2024 |
|
Health Equity HSA
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2022 | Aug 16, 2024 |
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2022 | Aug 16, 2024 |
|
MA 2027 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Joint | 2022 | Aug 16, 2024 |
|
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2022 | Aug 16, 2024 |
|
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2022 | Aug 16, 2024 |
|
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2022 | Aug 16, 2024 |
|
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2022 | Aug 16, 2024 |
|
Plan FBO Moderate Aggressive Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2022 | Aug 16, 2024 |
|
Plan FBO Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2022 | Aug 16, 2024 |
|
Private Equity Co-Investment Partners III LLC
Disclosed Asset
|
Investment Fund, Private Equity Fund | $1,001 - $15,000 | Joint | 2022 | Aug 16, 2024 |
| Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2022 | Aug 16, 2024 | |
|
Spouse 401K
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2022 | Aug 16, 2024 |
|
TPG Tech Adjacencies II Access LLC
Disclosed Asset
|
Investment Fund, Private Equity Fund | $1,001 - $15,000 | Joint | 2022 | Aug 16, 2024 |
|
TS&W MipCap Value Trust A
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2022 | Aug 16, 2024 |
|
Texas ERS Retirement Account
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2022 | Aug 16, 2024 |
|
Traditional IRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2022 | Aug 16, 2024 |
|
USAA 529 - Child 2
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2022 | Aug 16, 2024 |
Vanguard Real Estate Index Fund Institutional Shares
VGSNX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2022 | Aug 16, 2024 |
Vanguard Dividend Appreciation Index Fund ETF Shares
VIG
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Joint | 2022 | Aug 16, 2024 |
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2022 | Aug 16, 2024 |
Vanguard High Dividend Yield Index Fund ETF Shares
VYM
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2022 | Aug 16, 2024 |
|
Vanguard Target Retirement 2035 Tr I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Self | 2022 | Aug 16, 2024 |
|
Vanguard Target Retirement 2040 Tr I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2022 | Aug 16, 2024 |
|
WB International Growth CIT
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2022 | Aug 16, 2024 |
| Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2022 | Aug 16, 2024 | |
EA Series Trust - Strive U.S. Energy ETF
DRLL
|
Mutual Funds, Exchange Traded Fund/Note | $1,001 - $15,000 | Joint | 2022 | Aug 14, 2023 |
|
Capital One 360
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2022 | Aug 14, 2023 |
|
Bitcoin
Disclosed Asset
|
Cryptocurrency | $15,001 - $50,000 | Self | 2022 | Aug 14, 2023 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2022 | Aug 14, 2023 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2022 | Aug 14, 2023 |
BlackRock Municipal Income Closed Fund
BFK
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Joint | 2022 | Aug 14, 2023 |
|
American Express
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2022 | Aug 14, 2023 |
|
Age-Based Option 12-13: Moderately Conservative Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2022 | Aug 14, 2023 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2021 | Aug 15, 2022 |
Goldman Sachs High Yield Floating Rate Fund Class P
GGNPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2021 | Aug 15, 2022 |
Goldman Sachs High Yield P
GGMPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2021 | Aug 15, 2022 |
Goldman Sachs High Yield Municipal Fund Class P
GGLPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2021 | Aug 15, 2022 |
Goldman Sachs Dynamic Municipal Inc P
GAJPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2021 | Aug 15, 2022 |
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | Aug 15, 2022 |
|
Fidelity 529 - Child 1
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2021 | Aug 15, 2022 |
|
Capital One 360
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2021 | Aug 15, 2022 |
|
Bitcoin
Disclosed Asset
|
Cryptocurrency | $1,001 - $15,000 | Self | 2021 | Aug 15, 2022 |
|
WB International Growth CIT
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2021 | Aug 15, 2022 |
|
Vanguard Target Retirement 2040 Tr I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2021 | Aug 15, 2022 |
|
Vanguard Target Retirement 2035 Tr I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Self | 2021 | Aug 15, 2022 |
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2021 | Aug 15, 2022 |
Vanguard Real Estate Index Fund Institutional Shares
VGSNX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2021 | Aug 15, 2022 |
|
USAA 529 - Child 2
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2021 | Aug 15, 2022 |
|
Traditional IRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2021 | Aug 15, 2022 |
|
Texas ERS Retirement Account
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2021 | Aug 15, 2022 |
|
TS&W MipCap Value Trust A
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2021 | Aug 15, 2022 |
|
Spouse 401K
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2021 | Aug 15, 2022 |
|
Plan FBO Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2021 | Aug 15, 2022 |
|
Plan FBO Moderate Aggressive Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2021 | Aug 15, 2022 |
|
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2021 | Aug 15, 2022 |
|
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2021 | Aug 15, 2022 |
|
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2021 | Aug 15, 2022 |
|
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2021 | Aug 15, 2022 |
|
MA 2027 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Joint | 2021 | Aug 15, 2022 |
|
Loan to Ted Cruz for Senate
Disclosed Asset
|
Accounts Receivable, From a Business | $500,001 - $1,000,000 | Joint | 2021 | Aug 15, 2022 |
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2021 | Aug 15, 2022 |
|
Health Equity HSA
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2021 | Aug 15, 2022 |
Strategy Shares Nasdaq 7 Handl™ Index ETF
HNDL
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2021 | Aug 15, 2022 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2021 | Aug 15, 2022 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2021 | Aug 15, 2022 |
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2021 | Aug 15, 2022 |
Goldman Sachs Large Cap Value P
GMYPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2021 | Aug 15, 2022 |
Goldman Sachs Emerging Markets Crdt P
GMWPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2021 | Aug 15, 2022 |
| Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2021 | Aug 15, 2022 | |
Enterprise Products Partners L.P
EPD
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2021 | Aug 15, 2022 |
ONE Gas, Inc
OGS
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2021 | Aug 15, 2022 |
| Corporate Securities, Stock | $1,000,001 - $5,000,000 | Spouse | 2021 | Aug 15, 2022 | |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2021 | Aug 15, 2022 |
|
Aged Based Option 9-11 Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2021 | Aug 15, 2022 |
|
American Express
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2021 | Aug 15, 2022 |
BlackRock Municipal Income Closed Fund
BFK
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2021 | Aug 15, 2022 |
|
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2020 | Aug 16, 2021 |
ONE Gas, Inc
OGS
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2020 | Aug 16, 2021 |
Enterprise Products Partners L.P
EPD
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2020 | Aug 16, 2021 |
| Corporate Securities, Stock | $500,001 - $1,000,000 | Spouse | 2020 | Aug 16, 2021 | |
| Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2020 | Aug 16, 2021 | |
|
Aged Based Option 9-11 Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2020 | Aug 16, 2021 |
|
American Express
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2020 | Aug 16, 2021 |
BlackRock Municipal Income Closed Fund
BFK
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2020 | Aug 16, 2021 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2020 | Aug 16, 2021 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2020 | Aug 16, 2021 |
|
Capital One 360
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2020 | Aug 16, 2021 |
|
Fidelity 529 - Child 1
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2020 | Aug 16, 2021 |
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | Aug 16, 2021 |
Goldman Sachs Dynamic Municipal Inc P
GAJPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2020 | Aug 16, 2021 |
Goldman Sachs High Yield Municipal Fund Class P
GGLPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2020 | Aug 16, 2021 |
Goldman Sachs High Yield P
GGMPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2020 | Aug 16, 2021 |
Goldman Sachs High Yield Floating Rate Fund Class P
GGNPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2020 | Aug 16, 2021 |
Goldman Sachs China Equity P
GMEPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2020 | Aug 16, 2021 |
Goldman Sachs Emerging Markets Crdt P
GMWPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2020 | Aug 16, 2021 |
Goldman Sachs Large Cap Value P
GMYPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2020 | Aug 16, 2021 |
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2020 | Aug 16, 2021 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2020 | Aug 16, 2021 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2020 | Aug 16, 2021 |
|
Health Equity HSA
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2020 | Aug 16, 2021 |
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2020 | Aug 16, 2021 |
|
Loan to Ted Cruz for Senate
Disclosed Asset
|
Accounts Receivable, From a Business | $500,001 - $1,000,000 | Joint | 2020 | Aug 16, 2021 |
|
MA 2027 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Joint | 2020 | Aug 16, 2021 |
Transamerica Mid Cap Value Opportunities I
MVTIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2020 | Aug 16, 2021 |
|
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2020 | Aug 16, 2021 |
|
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2020 | Aug 16, 2021 |
|
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2020 | Aug 16, 2021 |
|
Plan FBO Moderate Aggressive Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2020 | Aug 16, 2021 |
|
Plan FBO Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2020 | Aug 16, 2021 |
|
Spouse 401K
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2020 | Aug 16, 2021 |
|
Texas ERS Retirement Account
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2020 | Aug 16, 2021 |
|
Traditional IRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2020 | Aug 16, 2021 |
|
USAA 529 - Child 2
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2020 | Aug 16, 2021 |
Vanguard Real Estate Index Fund Institutional Shares
VGSNX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2020 | Aug 16, 2021 |
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2020 | Aug 16, 2021 |
|
Vanguard Target Retirement 2035 Tr II
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Self | 2020 | Aug 16, 2021 |
|
Vanguard Target Retirement 2040 Trust II
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2020 | Aug 16, 2021 |
|
WB International Growth CIT
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2020 | Aug 16, 2021 |
| Corporate Securities, Stock | $500,001 - $1,000,000 | Spouse | 2019 | Aug 13, 2020 | |
ONE Gas, Inc
OGS
|
Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2019 | Aug 13, 2020 |
| Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2019 | Aug 13, 2020 | |
|
Capital One 360
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2019 | Aug 13, 2020 |
|
Fidelity 529 - Child 1
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2019 | Aug 13, 2020 |
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
Goldman Sachs Dynamic Municipal Inc P
GAJPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2019 | Aug 13, 2020 |
Goldman Sachs High Yield Municipal Fund Class P
GGLPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2019 | Aug 13, 2020 |
Goldman Sachs High Yield P
GGMPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2019 | Aug 13, 2020 |
Goldman Sachs High Yield Floating Rate Fund Class P
GGNPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2019 | Aug 13, 2020 |
Goldman Sachs China Equity P
GMEPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2019 | Aug 13, 2020 |
Goldman Sachs Emerging Markets Crdt P
GMWPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2019 | Aug 13, 2020 |
Goldman Sachs Large Cap Value P
GMYPX
|
Mutual Funds, Mutual Fund | - | Joint | 2019 | Aug 13, 2020 |
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
|
Mutual Funds, Mutual Fund | - | Joint | 2019 | Aug 13, 2020 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2019 | Aug 13, 2020 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2019 | Aug 13, 2020 |
|
Health Equity HSA
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2019 | Aug 13, 2020 |
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2019 | Aug 13, 2020 |
|
Loan to Ted Cruz for Senate
Disclosed Asset
|
Accounts Receivable, From a Business | $500,001 - $1,000,000 | Joint | 2019 | Aug 13, 2020 |
|
MA 2027 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2019 | Aug 13, 2020 |
Transamerica Mid Cap Value Opportunities I
MVTIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2019 | Aug 13, 2020 |
|
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2019 | Aug 13, 2020 |
|
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2019 | Aug 13, 2020 |
|
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2019 | Aug 13, 2020 |
|
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2019 | Aug 13, 2020 |
|
Plan FBO Moderate Aggressive Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2019 | Aug 13, 2020 |
|
Plan FBO Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2019 | Aug 13, 2020 |
|
Spouse 401K
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2019 | Aug 13, 2020 |
|
Texas ERS Retirement Account
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2019 | Aug 13, 2020 |
|
Traditional IRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2019 | Aug 13, 2020 |
|
USAA 529 - Child 2
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2019 | Aug 13, 2020 |
Vanguard Real Estate Index Fund Institutional Shares
VGSNX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2019 | Aug 13, 2020 |
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2019 | Aug 13, 2020 |
|
Vanguard Target Retirement 2035 Tr II
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Self | 2019 | Aug 13, 2020 |
|
Vanguard Target Retirement 2040 Trust II
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2019 | Aug 13, 2020 |
|
WB International Growth CIT
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2019 | Aug 13, 2020 |
|
Aged Based Option 9-11 Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2019 | Aug 13, 2020 |
|
American Express
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2019 | Aug 13, 2020 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2019 | Aug 13, 2020 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $50,001 - $100,000 | Joint | 2019 | Aug 13, 2020 |
Enterprise Products Partners L.P
EPD
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2019 | Aug 13, 2020 |
|
Traditional IRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2018 | Sep 27, 2019 |
|
USAA 529 - Child 2
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2018 | Sep 27, 2019 |
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | Sep 27, 2019 |
|
VGSIX-Vanguard REIT Index Inv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | Sep 27, 2019 |
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | Sep 27, 2019 |
|
VTTHX-Vanguard Target Retirement 2035 Inv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2018 | Sep 27, 2019 |
|
WB International Growth CIT
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | Sep 27, 2019 |
|
Spouse 401K
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2018 | Aug 12, 2019 |
ONE Gas, Inc
OGS
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2018 | Sep 27, 2019 |
Plains GP Holdings, L.P
PAGP
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2018 | Sep 27, 2019 |
| Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2018 | Sep 27, 2019 | |
|
Texas ERS Retirement Account
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2018 | Aug 12, 2019 |
|
Traditional IRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2018 | Aug 12, 2019 |
|
USAA 529 - Child 2
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2018 | Aug 12, 2019 |
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | Aug 12, 2019 |
|
VGSIX-Vanguard REIT Index Inv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | Aug 12, 2019 |
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | Aug 12, 2019 |
|
VTTHX-Vanguard Target Retirement 2035 Inv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2018 | Aug 12, 2019 |
|
WB International Growth CIT
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | Aug 12, 2019 |
|
American Express
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2018 | Sep 27, 2019 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | - | Joint | 2018 | Sep 27, 2019 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $50,001 - $100,000 | Joint | 2018 | Sep 27, 2019 |
|
Capital One 360
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2018 | Sep 27, 2019 |
|
Fidelity 529 - Child 1
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2018 | Sep 27, 2019 |
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | Sep 27, 2019 |
BlackRock Municipal Income Closed Fund
BFK
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2018 | Aug 12, 2019 |
Enterprise Products Partners L.P
EPD
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2018 | Aug 12, 2019 |
| Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2018 | Aug 12, 2019 | |
| Corporate Securities, Stock | $250,001 - $500,000 | Spouse | 2018 | Aug 12, 2019 | |
|
Plan FBO Moderate Aggressive Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2018 | Aug 12, 2019 |
ONE Gas, Inc
OGS
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2018 | Aug 12, 2019 |
Plains GP Holdings, L.P
PAGP
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2018 | Aug 12, 2019 |
| Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2018 | Aug 12, 2019 | |
BlackRock Municipal Income Closed Fund
BFK
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2018 | Sep 27, 2019 |
Goldman Sachs Dynamic Municipal Inc P
GAJPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2018 | Sep 27, 2019 |
Enterprise Products Partners L.P
EPD
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2018 | Sep 27, 2019 |
| Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2018 | Sep 27, 2019 | |
| Corporate Securities, Stock | $250,001 - $500,000 | Spouse | 2018 | Sep 27, 2019 | |
|
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2018 | Aug 12, 2019 |
|
Plan FBO Age Based Aggressive Growth
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2018 | Aug 12, 2019 |
|
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2018 | Aug 12, 2019 |
|
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2018 | Aug 12, 2019 |
|
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2018 | Aug 12, 2019 |
Transamerica Mid Cap Value Opportunities I
MVTIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | Aug 12, 2019 |
|
MA 2027 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2018 | Aug 12, 2019 |
|
Loan to Ted Cruz for Senate
Disclosed Asset
|
Accounts Receivable, From a Business | $500,001 - $1,000,000 | Joint | 2018 | Aug 12, 2019 |
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2018 | Aug 12, 2019 |
|
Health Equity HSA
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2018 | Aug 12, 2019 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2018 | Aug 12, 2019 |
|
Goldman Sachs Bank USA
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2018 | Aug 12, 2019 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2018 | Aug 12, 2019 |
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2018 | Aug 12, 2019 |
Goldman Sachs Large Cap Value P
GMYPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2018 | Aug 12, 2019 |
Goldman Sachs Emerging Markets Crdt P
GMWPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2018 | Aug 12, 2019 |
Goldman Sachs China Equity P
GMEPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2018 | Aug 12, 2019 |
Goldman Sachs High Yield Floating Rate Fund Class P
GGNPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2018 | Aug 12, 2019 |
Goldman Sachs High Yield P
GGMPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2018 | Aug 12, 2019 |
Goldman Sachs High Yield Municipal Fund Class P
GGLPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2018 | Aug 12, 2019 |
Goldman Sachs Dynamic Municipal Inc P
GAJPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2018 | Aug 12, 2019 |
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | Aug 12, 2019 |
|
Fidelity 529 - Child 1
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2018 | Aug 12, 2019 |
|
Capital One 360
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2018 | Aug 12, 2019 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $50,001 - $100,000 | Joint | 2018 | Aug 12, 2019 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | - | Joint | 2018 | Aug 12, 2019 |
|
American Express
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2018 | Aug 12, 2019 |
|
Plan FBO Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2018 | Aug 12, 2019 |
Goldman Sachs High Yield Municipal Fund Class P
GGLPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2018 | Sep 27, 2019 |
Goldman Sachs High Yield P
GGMPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2018 | Sep 27, 2019 |
Goldman Sachs High Yield Floating Rate Fund Class P
GGNPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2018 | Sep 27, 2019 |
Goldman Sachs China Equity P
GMEPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2018 | Sep 27, 2019 |
Goldman Sachs Emerging Markets Crdt P
GMWPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2018 | Sep 27, 2019 |
Goldman Sachs Large Cap Value P
GMYPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2018 | Sep 27, 2019 |
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Joint | 2018 | Sep 27, 2019 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2018 | Sep 27, 2019 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2018 | Sep 27, 2019 |
|
Goldman Sachs Bank USA
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2018 | Sep 27, 2019 |
|
Health Equity HSA
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2018 | Sep 27, 2019 |
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2018 | Sep 27, 2019 |
|
Loan to Ted Cruz for Senate
Disclosed Asset
|
Accounts Receivable, From a Business | $500,001 - $1,000,000 | Joint | 2018 | Sep 27, 2019 |
|
MA 2027 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2018 | Sep 27, 2019 |
Transamerica Mid Cap Value Opportunities I
MVTIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2018 | Sep 27, 2019 |
|
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2018 | Sep 27, 2019 |
|
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2018 | Sep 27, 2019 |
|
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2018 | Sep 27, 2019 |
|
Plan FBO Age Based Aggressive Growth
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2018 | Sep 27, 2019 |
|
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2018 | Sep 27, 2019 |
|
Plan FBO Moderate Aggressive Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2018 | Sep 27, 2019 |
|
Plan FBO Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2018 | Sep 27, 2019 |
|
Spouse 401K
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Spouse | 2018 | Sep 27, 2019 |
|
Texas ERS Retirement Account
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2018 | Sep 27, 2019 |
|
USAA 529
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2017 | Aug 10, 2018 |
Goldman Sachs High Yield Fund Institutional Shares
GSHIX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2017 | Aug 10, 2018 |
BlackRock Municipal Income Closed Fund
BFK
|
Corporate Securities, Stock | $250,001 - $500,000 | Joint | 2017 | Aug 10, 2018 |
Enterprise Products Partners L.P
EPD
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2017 | Aug 10, 2018 |
Goldman Sachs High Yield Municipal Fund Institutional Class
GHYIX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2017 | Aug 10, 2018 |
Goldman Sachs Emerging Markets Crdt Inst
GIMDX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2017 | Aug 10, 2018 |
| Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2017 | Aug 10, 2018 | |
| Corporate Securities, Stock | $50,001 - $100,000 | Spouse | 2017 | Aug 10, 2018 | |
Goldman Sachs China Equity Instl
GSAIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2017 | Aug 10, 2018 |
Goldman Sachs Large Cap Value Instl
GSLIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2017 | Aug 10, 2018 |
Goldman Sachs Dynamic Municipal Income Fund Institutional Class
GSMTX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2017 | Aug 10, 2018 |
GSTIX-Goldman Sachs Strategic Growth Instl (NASDAQ)
GSTIX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2017 | Aug 10, 2018 |
ONE Gas, Inc
OGS
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2017 | Aug 10, 2018 |
Plains GP Holdings, L.P
PAGP
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2017 | Aug 10, 2018 |
Vanguard Target Retirement 2035 Fund
VTTHX
|
Corporate Securities, Stock | $250,001 - $500,000 | Self | 2017 | Aug 10, 2018 |
| Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2017 | Aug 10, 2018 | |
Goldman Sachs High Yield Floating Rate Fund Institutional Class
GSFRX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2017 | Aug 10, 2018 |
|
American Express
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2017 | Aug 10, 2018 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $50,001 - $100,000 | Joint | 2017 | Aug 10, 2018 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2017 | Aug 10, 2018 |
|
Blackrock Lifepath Portfolio, Target 2035 401K
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2017 | Aug 10, 2018 |
|
Capitol One 360
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2017 | Aug 10, 2018 |
|
Fidelity 529 - Child 1
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2017 | Aug 10, 2018 |
|
GIDGX-Goldman Sachs Enhanced Div Gbl Eq Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2017 | Aug 10, 2018 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2017 | Aug 10, 2018 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2017 | Aug 10, 2018 |
|
Goldman Sachs Bank USA
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2017 | Aug 10, 2018 |
|
Health Equity HSA
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2017 | Aug 10, 2018 |
|
Loan to Ted Cruz for Senate
Disclosed Asset
|
Accounts Receivable, From a Business | $500,001 - $1,000,000 | Joint | 2017 | Aug 10, 2018 |
|
MA 2027 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2017 | Aug 10, 2018 |
Transamerica Mid Cap Value Opportunities I
MVTIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2017 | Aug 10, 2018 |
|
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2017 | Aug 10, 2018 |
|
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2017 | Aug 10, 2018 |
|
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2017 | Aug 10, 2018 |
|
Plan FBO Child 2 Age Based Aggressive Growth
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2017 | Aug 10, 2018 |
|
Plan FBO Child 2 Aggressive Growth Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2017 | Aug 10, 2018 |
|
Plan FBO Child 2 Moderate Aggressive Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2017 | Aug 10, 2018 |
|
Plan FBO Child 2 Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2017 | Aug 10, 2018 |
|
Texas ERS Retirement Account
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2017 | Aug 10, 2018 |
|
Traditional IRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2017 | Aug 10, 2018 |
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2017 | Aug 10, 2018 |
|
VGSIX-Vanguard REIT Index Inv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2017 | Aug 10, 2018 |
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2017 | Aug 10, 2018 |
|
WB International Growth CIT
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2017 | Aug 10, 2018 |
Goldman Sachs Emerging Markets Crdt Inst
GIMDX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2016 | Aug 10, 2018 |
Goldman Sachs China Equity Instl
GSAIX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2016 | Aug 10, 2018 |
Goldman Sachs High Yield Floating Rate Fund Institutional Class
GSFRX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2016 | Aug 10, 2018 |
Goldman Sachs High Yield Fund Institutional Shares
GSHIX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2016 | Aug 10, 2018 |
Goldman Sachs Large Cap Value Instl
GSLIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2016 | Aug 10, 2018 |
Goldman Sachs Dynamic Municipal Income Fund Institutional Class
GSMTX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2016 | Aug 10, 2018 |
Goldman Sachs Small Cap Value Fund Institutional Class
GSSIX
|
Corporate Securities, Stock | - | Joint | 2016 | Aug 10, 2018 |
GSTIX - Goldman Sachs Strategic Growth Instl (NASDAQ)
GSTIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2016 | Aug 10, 2018 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2016 | Aug 10, 2018 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2016 | Aug 10, 2018 |
|
Health Equity HSA
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2016 | Aug 10, 2018 |
|
Loan to Ted Cruz for Senate
Disclosed Asset
|
Accounts Receivable, From a Business | $500,001 - $1,000,000 | Joint | 2016 | Aug 10, 2018 |
|
MA 2027 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2016 | Aug 10, 2018 |
|
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2016 | Aug 10, 2018 |
|
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2016 | Aug 10, 2018 |
|
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2016 | Aug 10, 2018 |
ONE Gas, Inc
OGS
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2016 | Aug 10, 2018 |
Plains GP Holdings, L.P
PAGP
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2016 | Aug 10, 2018 |
|
Plan FBO Child 2 Age Based Aggressive Growth
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2016 | Aug 10, 2018 |
|
Plan FBO Child 2 Aggressive Growth Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2016 | Aug 10, 2018 |
|
Plan FBO Child 2 Moderate Aggressive Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2016 | Aug 10, 2018 |
|
Plan FBO Child 2 Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2016 | Aug 10, 2018 |
SYIMX - AMG Systematic Mid Cap Value Instl (NASDAQ)
SYIMX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Aug 10, 2018 |
|
Texas ERS Retirement Account
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2016 | Aug 10, 2018 |
|
Traditional IRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2016 | Aug 10, 2018 |
|
USAA 529
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2016 | Aug 10, 2018 |
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Aug 10, 2018 |
Vanguard Real Estate Index Fund Investor Shares
VGSIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Aug 10, 2018 |
Vanguard Target Retirement 2035 Fund
VTTHX
|
Corporate Securities, Stock | $100,001 - $250,000 | Self | 2016 | Aug 10, 2018 |
| Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2016 | Aug 10, 2018 | |
|
MA 2027 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2016 | Aug 13, 2017 |
|
Loan to Ted Cruz for Senate
Disclosed Asset
|
Accounts Receivable, From a Business | $500,001 - $1,000,000 | Joint | 2016 | Aug 13, 2017 |
|
Health Equity HSA
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2016 | Aug 13, 2017 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2016 | Aug 13, 2017 |
|
Goldman Sachs
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Child | 2016 | Aug 13, 2017 |
GSTIX - Goldman Sachs Strategic Growth Instl (NASDAQ)
GSTIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2016 | Aug 13, 2017 |
Goldman Sachs Small Cap Value Fund Institutional Class
GSSIX
|
Corporate Securities, Stock | - | Joint | 2016 | Aug 13, 2017 |
Goldman Sachs Dynamic Municipal Income Fund Institutional Class
GSMTX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2016 | Aug 13, 2017 |
Goldman Sachs Large Cap Value Instl
GSLIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2016 | Aug 13, 2017 |
Goldman Sachs High Yield Fund Institutional Shares
GSHIX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2016 | Aug 13, 2017 |
Goldman Sachs High Yield Floating Rate Fund Institutional Class
GSFRX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2016 | Aug 13, 2017 |
Goldman Sachs China Equity Instl
GSAIX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2016 | Aug 13, 2017 |
| Corporate Securities, Stock | $250,001 - $500,000 | Joint | 2016 | Aug 13, 2017 | |
Goldman Sachs Emerging Markets Crdt Inst
GIMDX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2016 | Aug 13, 2017 |
Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional Class
GIDGX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Aug 13, 2017 |
Goldman Sachs High Yield Municipal Fund Institutional Class
GHYIX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2016 | Aug 13, 2017 |
Goldman Sachs Mid Cap Growth Fund Institutional Class
GGOIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Aug 13, 2017 |
|
Fidelity 529 - Child 1
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2016 | Aug 13, 2017 |
Enterprise Products Partners L.P
EPD
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2016 | Aug 13, 2017 |
|
Capitol One 360
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2016 | Aug 13, 2017 |
|
Blackrock Lifepath Portfolio, Target 2035 401K
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2016 | Aug 13, 2017 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2016 | Aug 13, 2017 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2016 | Aug 13, 2017 |
|
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2016 | Aug 13, 2017 |
William Blair International Growth Fund Class I
BIGIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Aug 13, 2017 |
BlackRock Municipal Income Closed Fund
BFK
|
Corporate Securities, Stock | $250,001 - $500,000 | Joint | 2016 | Aug 13, 2017 |
|
American Express
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2016 | Aug 13, 2017 |
| Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2016 | Aug 10, 2018 | |
|
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2016 | Aug 13, 2017 |
|
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2016 | Aug 13, 2017 |
ONE Gas, Inc
OGS
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2016 | Aug 13, 2017 |
Plains GP Holdings, L.P
PAGP
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2016 | Aug 13, 2017 |
|
Plan FBO Child 2 Age Based Aggressive Growth
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2016 | Aug 13, 2017 |
|
Plan FBO Child 2 Aggressive Growth Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2016 | Aug 13, 2017 |
|
Plan FBO Child 2 Moderate Aggressive Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2016 | Aug 13, 2017 |
|
Plan FBO Child 2 Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2016 | Aug 13, 2017 |
SYIMX - AMG Systematic Mid Cap Value Instl (NASDAQ)
SYIMX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Aug 13, 2017 |
|
Texas ERS Retirement Account
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2016 | Aug 13, 2017 |
|
Traditional IRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2016 | Aug 13, 2017 |
|
USAA 529
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2016 | Aug 13, 2017 |
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Aug 13, 2017 |
Vanguard Real Estate Index Fund Investor Shares
VGSIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Aug 13, 2017 |
Vanguard Target Retirement 2035 Fund
VTTHX
|
Corporate Securities, Stock | $100,001 - $250,000 | Self | 2016 | Aug 13, 2017 |
| Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2016 | Aug 13, 2017 | |
|
American Express
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2016 | Aug 10, 2018 |
BlackRock Municipal Income Closed Fund
BFK
|
Corporate Securities, Stock | $250,001 - $500,000 | Joint | 2016 | Aug 10, 2018 |
William Blair International Growth Fund Class I
BIGIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Aug 10, 2018 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2016 | Aug 10, 2018 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2016 | Aug 10, 2018 |
|
Blackrock Lifepath Portfolio, Target 2035 401K
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2016 | Aug 10, 2018 |
|
Capitol One 360
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2016 | Aug 10, 2018 |
Enterprise Products Partners L.P
EPD
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2016 | Aug 10, 2018 |
|
Fidelity 529 - Child 1
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2016 | Aug 10, 2018 |
Goldman Sachs Mid Cap Growth Fund Institutional Class
GGOIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | Aug 10, 2018 |
Goldman Sachs High Yield Municipal Fund Institutional Class
GHYIX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2016 | Aug 10, 2018 |
Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional Class
GIDGX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | Aug 10, 2018 |
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2015 | Sep 26, 2016 |
|
American Express
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2015 | Aug 14, 2016 |
BlackRock Municipal Income Closed Fund
BFK
|
Corporate Securities, Stock | $500,001 - $1,000,000 | Joint | 2015 | Aug 14, 2016 |
William Blair International Growth Fund Class I
BIGIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2015 | Aug 14, 2016 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2015 | Aug 14, 2016 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2015 | Aug 14, 2016 |
|
Blackrock Lifepath Portfolio, Target 2035 401K
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2015 | Aug 14, 2016 |
|
Capitol One 360
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2015 | Aug 14, 2016 |
Enterprise Products Partners L.P
EPD
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2015 | Aug 14, 2016 |
|
Fidelity 529 - Child 1
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2015 | Aug 14, 2016 |
Goldman Sachs Mid Cap Growth Fund Institutional Class
GGOIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2015 | Aug 14, 2016 |
Goldman Sachs High Yield Municipal Fund Institutional Class
GHYIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Aug 14, 2016 |
Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional Class
GIDGX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2015 | Aug 14, 2016 |
Goldman Sachs Emerging Markets Crdt Inst
GIMDX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2015 | Aug 14, 2016 |
| Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2015 | Aug 14, 2016 | |
Goldman Sachs China Equity Instl
GSAIX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2015 | Aug 14, 2016 |
Goldman Sachs High Yield Floating Rate Fund Institutional Class
GSFRX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Aug 14, 2016 |
Goldman Sachs High Yield Fund Institutional Shares
GSHIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Aug 14, 2016 |
Goldman Sachs Large Cap Value Instl
GSLIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Aug 14, 2016 |
Goldman Sachs Dynamic Municipal Income Fund Institutional Class
GSMTX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Aug 14, 2016 |
Goldman Sachs Small Cap Value Fund Institutional Class
GSSIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Aug 14, 2016 |
GSTIX - Goldman Sachs Strategic Growth Instl (NASDAQ)
GSTIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Aug 14, 2016 |
|
Health Equity HSA
Disclosed Asset
|
Bank Deposit | - | Self | 2015 | Aug 14, 2016 |
|
JP Morgan Chase
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2015 | Aug 14, 2016 |
|
MA 2027 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2015 | Aug 14, 2016 |
|
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2015 | Aug 14, 2016 |
|
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2015 | Aug 14, 2016 |
|
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2015 | Aug 14, 2016 |
ONE Gas, Inc
OGS
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Aug 14, 2016 |
ONEOK, Inc
OKE
|
Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2015 | Aug 14, 2016 |
Plains GP Holdings, L.P
PAGP
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Aug 14, 2016 |
|
Plan FBO Child 2 Age Based Aggressive Growth
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2015 | Aug 14, 2016 |
|
Plan FBO Child 2 Aggressive Growth Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2015 | Aug 14, 2016 |
|
Plan FBO Child 2 Moderate Aggressive Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2015 | Aug 14, 2016 |
|
Plan FBO Child 2 Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2015 | Aug 14, 2016 |
SYIMX - AMG Systematic Mid Cap Value Instl (NASDAQ)
SYIMX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2015 | Aug 14, 2016 |
|
Texas ERS Retirement Account
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2015 | Aug 14, 2016 |
|
Traditional IRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2015 | Aug 14, 2016 |
|
USAA 529
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2015 | Aug 14, 2016 |
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2015 | Aug 14, 2016 |
Vanguard Real Estate Index Fund Investor Shares
VGSIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2015 | Aug 14, 2016 |
Vanguard Target Retirement 2035 Fund
VTTHX
|
Corporate Securities, Stock | $100,001 - $250,000 | Self | 2015 | Aug 14, 2016 |
| Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2015 | Aug 14, 2016 | |
|
American Express
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2015 | Sep 26, 2016 |
BlackRock Municipal Income Closed Fund
BFK
|
Corporate Securities, Stock | $500,001 - $1,000,000 | Joint | 2015 | Sep 26, 2016 |
William Blair International Growth Fund Class I
BIGIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2015 | Sep 26, 2016 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2015 | Sep 26, 2016 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2015 | Sep 26, 2016 |
|
Blackrock Lifepath Portfolio, Target 2035 401K
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2015 | Sep 26, 2016 |
|
Capitol One 360
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2015 | Sep 26, 2016 |
Enterprise Products Partners L.P
EPD
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2015 | Sep 26, 2016 |
|
Fidelity 529 - Child 1
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2015 | Sep 26, 2016 |
Goldman Sachs Mid Cap Growth Fund Institutional Class
GGOIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2015 | Sep 26, 2016 |
Goldman Sachs High Yield Municipal Fund Institutional Class
GHYIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Sep 26, 2016 |
Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional Class
GIDGX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2015 | Sep 26, 2016 |
Goldman Sachs Emerging Markets Crdt Inst
GIMDX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2015 | Sep 26, 2016 |
| Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2015 | Sep 26, 2016 | |
| Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2015 | Sep 26, 2016 | |
Goldman Sachs China Equity Instl
GSAIX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2015 | Sep 26, 2016 |
Goldman Sachs High Yield Floating Rate Fund Institutional Class
GSFRX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Sep 26, 2016 |
Goldman Sachs High Yield Fund Institutional Shares
GSHIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Sep 26, 2016 |
Goldman Sachs Large Cap Value Instl
GSLIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Sep 26, 2016 |
Goldman Sachs Dynamic Municipal Income Fund Institutional Class
GSMTX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Sep 26, 2016 |
Goldman Sachs Small Cap Value Fund Institutional Class
GSSIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Sep 26, 2016 |
GSTIX - Goldman Sachs Strategic Growth Instl (NASDAQ)
GSTIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Sep 26, 2016 |
|
Health Equity HSA
Disclosed Asset
|
Bank Deposit | - | Self | 2015 | Sep 26, 2016 |
|
JP Morgan Chase
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2015 | Sep 26, 2016 |
|
Loan to Ted Cruz for Senate
Disclosed Asset
|
Accounts Receivable, From a Business | $500,001 - $1,000,000 | Joint | 2015 | Sep 26, 2016 |
|
MA 2027 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2015 | Sep 26, 2016 |
|
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2015 | Sep 26, 2016 |
|
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2015 | Sep 26, 2016 |
|
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2015 | Sep 26, 2016 |
ONE Gas, Inc
OGS
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Sep 26, 2016 |
ONEOK, Inc
OKE
|
Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2015 | Sep 26, 2016 |
Plains GP Holdings, L.P
PAGP
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2015 | Sep 26, 2016 |
|
Plan FBO Child 2 Age Based Aggressive Growth
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2015 | Sep 26, 2016 |
|
Plan FBO Child 2 Aggressive Growth Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2015 | Sep 26, 2016 |
|
Plan FBO Child 2 Moderate Aggressive Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2015 | Sep 26, 2016 |
|
Plan FBO Child 2 Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2015 | Sep 26, 2016 |
SYIMX - AMG Systematic Mid Cap Value Instl (NASDAQ)
SYIMX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2015 | Sep 26, 2016 |
|
Texas ERS Retirement Account
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2015 | Sep 26, 2016 |
|
Traditional IRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2015 | Sep 26, 2016 |
|
USAA 529
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2015 | Sep 26, 2016 |
Vanguard Real Estate Index Fund Investor Shares
VGSIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2015 | Sep 26, 2016 |
Vanguard Target Retirement 2035 Fund
VTTHX
|
Corporate Securities, Stock | $100,001 - $250,000 | Self | 2015 | Sep 26, 2016 |
| Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2015 | Sep 26, 2016 | |
Vanguard Real Estate Index Fund Investor Shares
VGSIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2014 | Aug 03, 2015 |
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2014 | Aug 03, 2015 |
|
USAA 529
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2014 | Aug 03, 2015 |
|
Traditional IRA
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2014 | Aug 03, 2015 |
|
Texas ERS Retirement Account
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $50,001 - $100,000 | Self | 2014 | Aug 03, 2015 |
SYIMX - AMG Systematic Mid Cap Value Instl (NASDAQ)
SYIMX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2014 | Aug 03, 2015 |
|
Plan FBO Child 2 Moderate Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2014 | Aug 03, 2015 |
|
Plan FBO Child 2 Balanced Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2014 | Aug 03, 2015 |
|
Plan FBO Child 2 Aggressive Growth Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2014 | Aug 03, 2015 |
|
Plan FBO Child 2 Age Based Aggressive Growth
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2014 | Aug 03, 2015 |
ONEOK, Inc
OKE
|
Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2014 | Aug 03, 2015 |
ONE Gas, Inc
OGS
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2014 | Aug 03, 2015 |
|
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2014 | Aug 03, 2015 |
|
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2014 | Aug 03, 2015 |
|
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | - | Self | 2014 | Aug 03, 2015 |
|
MA 2027 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2014 | Aug 03, 2015 |
|
Loan to Ted Cruz for Senate
Disclosed Asset
|
Accounts Receivable, From a Business | $500,001 - $1,000,000 | Self | 2014 | Aug 03, 2015 |
|
JP Morgan Chase
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2014 | Aug 03, 2015 |
GSTIX - Goldman Sachs Strategic Growth Instl (NASDAQ)
GSTIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2014 | Aug 03, 2015 |
Goldman Sachs Small Cap Value Fund Institutional Class
GSSIX
|
Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2014 | Aug 03, 2015 |
Goldman Sachs Dynamic Municipal Income Fund Institutional Class
GSMTX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2014 | Aug 03, 2015 |
Goldman Sachs Large Cap Value Instl
GSLIX
|
Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2014 | Aug 03, 2015 |
Goldman Sachs High Yield Fund Institutional Shares
GSHIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2014 | Aug 03, 2015 |
Goldman Sachs High Yield Floating Rate Fund Institutional Class
GSFRX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2014 | Aug 03, 2015 |
Goldman Sachs China Equity Instl
GSAIX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2014 | Aug 03, 2015 |
| Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2014 | Aug 03, 2015 | |
| Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2014 | Aug 03, 2015 | |
Goldman Sachs Emerging Markets Crdt Inst
GIMDX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2014 | Aug 03, 2015 |
Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional Class
GIDGX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2014 | Aug 03, 2015 |
Goldman Sachs High Yield Municipal Fund Institutional Class
GHYIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2014 | Aug 03, 2015 |
Goldman Sachs Mid Cap Growth Fund Institutional Class
GGOIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2014 | Aug 03, 2015 |
|
Fidelity 529 - Child 1
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Joint | 2014 | Aug 03, 2015 |
| Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2014 | Aug 03, 2015 | |
Vanguard Target Retirement 2035 Fund
VTTHX
|
Corporate Securities, Stock | $100,001 - $250,000 | Self | 2014 | Aug 03, 2015 |
|
American Express
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2014 | Aug 03, 2015 |
BlackRock Municipal Income Closed Fund
BFK
|
Corporate Securities, Stock | $250,001 - $500,000 | Joint | 2014 | Aug 03, 2015 |
William Blair International Growth Fund Class I
BIGIX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2014 | Aug 03, 2015 |
|
Bancorp Bank
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2014 | Aug 03, 2015 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2014 | Aug 03, 2015 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2014 | Aug 03, 2015 |
|
Blackrock Lifepath Portfolio, Target 2035 401K
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2014 | Aug 03, 2015 |
| Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2014 | Aug 03, 2015 | |
|
Capitol One 360
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2014 | Aug 03, 2015 |
Enterprise Products Partners L.P
EPD
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2014 | Aug 03, 2015 |
|
Fidelity 529 MA 2027 Portfolio
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | $100,001 - $250,000 | Joint | 2013 | Jun 02, 2015 |
Goldman Sachs Mid Cap Growth Fund Institutional Class
GGOIX
|
Retirement Plans, Defined Contribution Pension Plan | $15,001 - $50,000 | Joint | 2013 | Jun 02, 2015 |
Goldman Sachs High Yield Municipal Fund Institutional Class
GHYIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2013 | Jun 02, 2015 |
Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional Class
GIDGX
|
Retirement Plans, IRA | $15,001 - $50,000 | Spouse | 2013 | Jun 02, 2015 |
Goldman Sachs Emerging Markets Crdt Inst
GIMDX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2013 | Jun 02, 2015 |
| Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2013 | Jun 02, 2015 | |
Goldman Sachs China Equity Instl
GSAIX
|
Corporate Securities, Stock | $1,001 - $15,000 | Joint | 2013 | Jun 02, 2015 |
Goldman Sachs High Yield Floating Rate Fund Institutional Class
GSFRX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2013 | Jun 02, 2015 |
Goldman Sachs High Yield Fund Institutional Shares
GSHIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2013 | Jun 02, 2015 |
Goldman Sachs Large Cap Value Instl
GSLIX
|
Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2013 | Jun 02, 2015 |
Goldman Sachs Dynamic Municipal Income Fund Institutional Class
GSMTX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2013 | Jun 02, 2015 |
Goldman Sachs Small Cap Value Fund Institutional Class
GSSIX
|
Corporate Securities, Stock | $50,001 - $100,000 | Joint | 2013 | Jun 02, 2015 |
GSTIX - Goldman Sachs Strategic Growth Instl (NASDAQ)
GSTIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2013 | Jun 02, 2015 |
|
JP Morgan
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2013 | Jun 02, 2015 |
|
Loan to Ted Cruz for Senate
Disclosed Asset
|
Accounts Receivable, From a Business | $500,001 - $1,000,000 | Self | 2013 | Jun 02, 2015 |
|
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $250,001 - $500,000 | Self | 2013 | Jun 02, 2015 |
ONEOK, Inc
OKE
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2013 | Jun 02, 2015 |
SYIMX - AMG Systematic Mid Cap Value Instl (NASDAQ)
SYIMX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2013 | Jun 02, 2015 |
|
Texas ERS Retirement Account
Disclosed Asset
|
Retirement Plans, Defined Benefit Pension Plan | $1,001 - $15,000 | Self | 2013 | Jun 02, 2015 |
|
USAA 529 - Age Based Aggressive Growth
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | $15,001 - $50,000 | Joint | 2013 | Jun 02, 2015 |
|
USAA 529 - Balanced
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | $15,001 - $50,000 | Joint | 2013 | Jun 02, 2015 |
|
USAA 529 - Moderate
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | $15,001 - $50,000 | Joint | 2013 | Jun 02, 2015 |
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2013 | Jun 02, 2015 |
Vanguard Real Estate Index Fund Investor Shares
VGSIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2013 | Jun 02, 2015 |
Vanguard Target Retirement 2035 Fund
VTTHX
|
Corporate Securities, Stock | $100,001 - $250,000 | Self | 2013 | Jun 02, 2015 |
| Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2013 | Jun 02, 2015 | |
|
USAA 529 Aggressive Growth
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | $15,001 - $50,000 | Joint | 2013 | Jun 02, 2015 |
Enterprise Products Partners L.P
EPD
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2013 | Jun 02, 2015 |
|
Capitol One 360
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2013 | Jun 02, 2015 |
| Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2013 | Jun 02, 2015 | |
|
Blackrock Lifepath Portfolio, Target 2035 401K
Disclosed Asset
|
Retirement Plans, Defined Contribution Pension Plan | $100,001 - $250,000 | Spouse | 2013 | Jun 02, 2015 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2013 | Jun 02, 2015 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2013 | Jun 02, 2015 |
|
Bancorp Bank
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2013 | Jun 02, 2015 |
William Blair International Growth Fund Class I
BIGIX
|
Corporate Securities, Stock | $15,001 - $50,000 | Joint | 2013 | Jun 02, 2015 |
BlackRock Municipal Income Closed Fund
BFK
|
Corporate Securities, Stock | $100,001 - $250,000 | Joint | 2013 | Jun 02, 2015 |
|
American Express
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2013 | Jun 02, 2015 |
Showing 1 to 10 of 1132 disclosed holdings
2
TRADES
2
FILINGS
$550K
VOLUME
5
ISSUERS
Quarterly Trade Volume
Buy
Sell
MOST TRADED ISSUERS
The Goldman Sachs Group, Inc (2)
MOST TRADED SECTORS
Financials (2)
Other (1)
Recent STOCK Act Disclosed Trades
Registry of disclosed stock purchases, sales and option exercises filed under the STOCK Act (reported with a 30–45 day delay).
| Traded Date | Type | Asset / Issuer | Disclosed Size | Filing Date | Filing Lag |
|---|---|---|---|---|---|
| 11 Nov 2025 | SELL | 100K - 250K | 12 Nov 2025 | 1 days | |
| 15 Apr 2024 | SELL | 250K - 500K | 24 Apr 2024 | 9 days |
Showing 1 to 20 of 50 disclosed trades
Frequently Asked Questions: Ted Cruz Stock Portfolio
What is Ted Cruz's estimated Net Worth?
Ted Cruz's net worth is estimated at $11.42M based on official Congressional Financial Disclosures filed under the STOCK Act.
How are Ted Cruz's financial disclosures tracked?
All financial records and asset transactions for Ted Cruz are compiled directly from public Periodic Transaction Reports (PTR) and annual disclosures required by the STOCK Act of 2012.
Is it legal for Ted Cruz to trade stocks?
Yes, under current US law, members of Congress are permitted to hold and trade securities. However, they are legally subject to the STOCK Act, requiring prompt disclosure of transactions over $1,000, and are strictly prohibited from trading on material non-public information.
Track Other Congressional Portfolios
Nancy Pelosi
Representative (CA-11)
Est. Net Worth: $266.32M
Dan Crenshaw
Representative (TX-02)
Est. Net Worth: $1.34M
Pat Fallon
Representative (TX-04)
Est. Net Worth: $14.17M
Mitch McConnell
Senator (KY)
Est. Net Worth: $70.69M
Marjorie Taylor Greene
Former Representative (GA-14)
Est. Net Worth: $26.14M
Kamala Harris
Former Vice President & Senator (CA)
Est. Net Worth: $5.84M
