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US House · Republican · UT

Burgess Owens

Burgess Owens

25 disclosed tradesClerk of the House · STOCK Act PTR · to 9 December 2014

Burgess Owens has 25 disclosed stock trades on record (none in the last 12 months) across 10 tickers (4 buys, 21 sells), most recently filed 10 September 2014. A further 5 filings on file that we could not read yet. Amounts are disclosed in ranges, not exact values, and can lag the trade by up to 45 days.

Estimated trade performancevs SPY

Not enough priced disclosures yet to estimate performance.

Trades disclosed25
Buys4
Sells21
Most-tradedVZ · 2
Top sectorCommunication Services 16%
Latest filing9 December 2014

Disclosed under the STOCK Act, 25 of 25 trades shown · amounts are disclosed as ranges, never as one number.

Disclosed transactions

25 of 25 disclosed
Buys4
Sells21
Exchanges0
Net directionSell-leaning

Amounts are disclosed in ranges, not exact values. Trade date is when the transaction happened; Filed is when it became public. No trades were disclosed in the last 12 months — showing full history.

DateSecurityTypeAmountFiledOwner
2014-09-08Winthrop Realty Trust New (FuR)Sell$1.0K – $15.0K2014-09-10self
2014-09-08VZVerizon Communications Inc. (VZ)Sell$1.0K – $15.0K2014-09-10self
2014-09-08Time Warner Cable Inc (TWC)Sell$1.0K – $15.0K2014-09-10self
2014-09-08southern Company (sO)Sell$1.0K – $15.0K2014-09-10self
2014-09-08PEPPepsico, Inc. (PEP)Sell$1.0K – $15.0K2014-09-10self
2014-09-08NFLXNetflix, Inc. (NFLX)Sell$15.0K – $50.0K2014-09-10self
2014-09-08JLLJones Lang Lasalle Incorporated (JLL)Sell$1.0K – $15.0K2014-09-10self
2014-09-08XONIntrexon Corporation (XON)Sell$1.0K – $15.0K2014-09-10self
2014-09-08hudsons Bay Co Common shares (hBAYF)Buy$15.0K – $50.0K2014-09-10self
2014-09-08Duke Energy Corporation (DuK)Sell$1.0K – $15.0K2014-09-10self
2014-09-08BMOBank Of Montreal (BMO)Sell$1.0K – $15.0K2014-09-10self
2014-09-08Bank Nova scotia halifax Pfd 3 Ordinary shares (BNs)Sell$1.0K – $15.0K2014-09-10self
2014-09-08TAT&T Inc. (T)Sell$1.0K – $15.0K2014-09-10self
2014-07-15Novartis Ag (NVs)Buy$15.0K – $50.0K2014-07-15self
2014-07-09Bonterra Energy Corp. Ordinary shares (BNEFF)Buy$1.0K – $15.0K2014-07-15self
2014-05-12VZVerizon Communications Inc. (VZ)Sell$1.0K – $15.0K2014-05-20self
2014-05-12sysco Corporation (sYY)Sell$1.0K – $15.0K2014-05-20self
2014-05-12seattle genetics, Inc. (sgEN)Sell$1.0K – $15.0K2014-05-20self
2014-05-12KMBKimberly-Clark Corporation (KMB)Sell$1.0K – $15.0K2014-05-20self
2014-05-12JNJJohnson & Johnson (JNJ)Sell$1.0K – $15.0K2014-05-20self
2014-05-12INTCIntel Corporation (INTC)Sell$1.0K – $15.0K2014-05-20self
2014-05-12Federated government Obligation FD #5Buy$100.0K – $250.0K2014-05-20self
2014-05-12BMOBank Of Montreal (BMO)Sell$1.0K – $15.0K2014-05-20self
2014-05-12Bank Nova scotia halifax Pfd 3 Ordinary shares (BNs)Sell$1.0K – $15.0K2014-05-20self
2014-05-12TAT&T Inc. (T)Sell$1.0K – $15.0K2014-05-20self

Trades by sector

Other / unclassified48%
Communication Services16%
Consumer Defensive8%
Healthcare8%
Financial Services8%
Consumer Cyclical4%
Real Estate4%
Technology4%

Tickers by sector

Other / unclassified carries the largest share of disclosed trades, at 48%.

Other / unclassified48%
Communication Services16%
T · VZ
Consumer Defensive8%
KMB · PEP
Healthcare8%
JNJ · XON
Financial Services8%
BMO
Consumer Cyclical4%
NFLX
Real Estate4%
JLL
Technology4%
INTC
What does Burgess Owens trade most?

Of the 25 disclosed trades on record, VZ appears most often — 2 disclosures. This counts disclosures, not position size.

Do members of Congress have to disclose their trades?

Yes. The STOCK Act requires a Periodic Transaction Report for most trades within 45 days. Reports state a dollar range, not an exact figure.

Does this show Burgess Owens's full net worth?

No. This page shows only stock trades disclosed under the STOCK Act — it excludes real estate, private businesses and most other assets. Many disclosures are a spouse's or dependent's account, not the member's own.

Which sectors appear most in Burgess Owens's disclosed trades?

Other / unclassified accounts for the largest share of disclosed trades, at 48% (12 of 25).

How current is this data?

Trades are disclosed after the fact — the STOCK Act allows up to 45 days between a trade and its public filing, so recent activity may not be reflected yet.

Read the disclosures themselves on the House Clerk's public disclosure site — Burgess Owens may have traded again since 9 December 2014.