Home Congress Tracker Ted Cruz
Ted Cruz
$11.42M
Net Worth Est.
$550K
Trade Volume
2
Recent Trades
Nov 11, 2025
Last Traded
Current Member Yes
Years Active 2013 - Present
Age 55

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Ted Cruz Net Worth & Stock Portfolio 2026

Republican (Senate - Texas) U.S. Senator Active Trader Trades: 2 Issuers: 5 Last Disclosed: Nov 11, 2025

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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. Over 50,000+ investors follow congressional portfolios and disclosures on Snowball Analytics.

Current financial holdings and assets from Ted Cruz's portfolio, tracked and verified through official congressional STOCK Act disclosures by Snowball Analytics.

Disclosed assets include detailed allocations across Cash, Retirement Accounts, and Disclosed Holdings.

Estimated Net Worth
$11.42M
Disclosed Portfolio
Stock Portfolio Value
$3.4M
Est. Disclosed Stocks
Net Worth Growth
+183.9%
vs +222.0% S&P 500
Trade Volume
$550K
5 Distinct Issuers
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: +183.9% 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

$11.42M
Current Net Worth Est.
Top Holdings / Asset Types

Disclosed Holdings

Asset / Holding Asset Type Disclosed Amount Range Owner Report Year Filed Date
Asset
MA Portfolio 2027
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Joint 2024 Aug 13, 2025
VIG
Vanguard Dividend Appreciation Index Fund ETF Shares
VIG
 Mutual Funds, Exchange Traded Fund/Note $50,001 - $100,000 Joint 2024 Aug 13, 2025
VGSNX
Vanguard Real Estate Index Fund Institutional Shares
VGSNX
 Mutual Funds, Mutual Fund $50,001 - $100,000 Self 2024 Aug 13, 2025
Asset
Vanguard Target Retirement 2035 Tr I
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Self 2024 Aug 13, 2025
Asset
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
Asset
Traditional IRA
Disclosed Asset
 Retirement Plans, IRA - Spouse 2024 Aug 13, 2025
XLE
Energy Select Sector SPDR Fund
XLE
 Mutual Funds, Exchange Traded Fund/Note $1,001 - $15,000 Joint 2024 Aug 13, 2025
Asset
Vanguard Target Retirement 2040 Tr I
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Self 2024 Aug 13, 2025
AEPGX
American Funds EuroPacific Growth Fund Class A
AEPGX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2024 Aug 13, 2025
Asset
Age-Based Option 14-15: Conservative Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2024 Aug 13, 2025
Asset
American Express
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2024 Aug 13, 2025
Asset
Bank of America
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2024 Aug 13, 2025
Asset
Bank of America
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2024 Aug 13, 2025
Asset
Bitcoin
Disclosed Asset
 Cryptocurrency $100,001 - $250,000 Self 2024 Aug 13, 2025
Asset
Bitcoin Miners
Disclosed Asset
 Other Securities - Self 2024 Aug 13, 2025
Asset
Bitcoin Miners
Disclosed Asset
 Personal Property, Other $15,001 - $50,000 Self 2024 Aug 13, 2025
Asset
Chase
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2024 Aug 13, 2025
DRLL
EA Series Trust - Strive U.S. Energy ETF
DRLL
 Mutual Funds, Exchange Traded Fund/Note $1,001 - $15,000 Joint 2024 Aug 13, 2025
EPD
Enterprise Products Partners L.P
EPD
 Corporate Securities, Stock $100,001 - $250,000 Joint 2024 Aug 13, 2025
FSSLX
Fidelity Series Small Cap Core
FSSLX
 Mutual Funds, Mutual Fund $100,001 - $250,000 Self 2024 Aug 13, 2025
Asset
Fidelity 529 - Child 1
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2024 Aug 13, 2025
GAFPX
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
 Mutual Funds, Mutual Fund $50,001 - $100,000 Spouse 2024 Aug 13, 2025
GAJPX
Goldman Sachs Dynamic Municipal Inc P
GAJPX
 Mutual Funds, Mutual Fund - Joint 2024 Aug 13, 2025
GMYPX
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
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2024 Aug 13, 2025
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2024 Aug 13, 2025
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2024 Aug 13, 2025
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2024 Aug 13, 2025
Asset
Goldman Sachs Bank USA
Disclosed Asset
 Bank Deposit $100,001 - $250,000 Joint 2024 Aug 13, 2025
HNDL
Strategy Shares Nasdaq 7 Handl™ Index ETF
HNDL
 Mutual Funds, Exchange Traded Fund/Note - Joint 2024 Aug 13, 2025
Asset
Health Equity HSA
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Self 2024 Aug 13, 2025
LIJIX
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
 Mutual Funds, Mutual Fund $1,000,001 - $5,000,000 Spouse 2024 Aug 13, 2025
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
VYM
 Mutual Funds, Exchange Traded Fund/Note $1,001 - $15,000 Joint 2024 Aug 13, 2025
Asset
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2024 Aug 13, 2025
Asset
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2024 Aug 13, 2025
Asset
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $500,001 - $1,000,000 Self 2024 Aug 13, 2025
Asset
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2024 Aug 13, 2025
Asset
Plan FBO Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2024 Aug 13, 2025
Asset
Plan FBO Moderately Aggressive Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2024 Aug 13, 2025
Asset
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
Asset
Spouse 401K
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Spouse 2024 Aug 13, 2025
Asset
TPG Tech Adjacencies II Access LLC
Disclosed Asset
 Investment Fund, Private Equity Fund $1,001 - $15,000 Joint 2024 Aug 13, 2025
Asset
Texas ERS Retirement Account
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $50,001 - $100,000 Self 2024 Aug 13, 2025
Asset
Spouse 401K
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Spouse 2023 Aug 13, 2024
Asset
Vanguard Target Retirement 2035 Tr I
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Self 2023 Aug 13, 2024
Asset
Vanguard Target Retirement 2040 Tr I
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Self 2023 Aug 13, 2024
XLE
Energy Select Sector SPDR Fund
XLE
 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
Asset
TPG Tech Adjacencies II Access LLC
Disclosed Asset
 Investment Fund, Private Equity Fund $1,001 - $15,000 Joint 2023 Aug 13, 2024
Asset
Texas ERS Retirement Account
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $50,001 - $100,000 Self 2023 Aug 13, 2024
Asset
Traditional IRA
Disclosed Asset
 Retirement Plans, IRA - Spouse 2023 Aug 13, 2024
Asset
USAA 529 - Child 2
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2023 Aug 13, 2024
VGSNX
Vanguard Real Estate Index Fund Institutional Shares
VGSNX
 Mutual Funds, Mutual Fund $50,001 - $100,000 Self 2023 Aug 13, 2024
VIG
Vanguard Dividend Appreciation Index Fund ETF Shares
VIG
 Mutual Funds, Exchange Traded Fund/Note $50,001 - $100,000 Joint 2023 Aug 13, 2024
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
VYM
 Mutual Funds, Exchange Traded Fund/Note $1,001 - $15,000 Joint 2023 Aug 13, 2024
AEPGX
American Funds EuroPacific Growth Fund Class A
AEPGX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2023 Aug 13, 2024
Asset
Age-Based Option 12-13: Moderately Conservative Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2023 Aug 13, 2024
Asset
American Express
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2023 Aug 13, 2024
BFK
BlackRock Municipal Income Closed Fund
BFK
 Mutual Funds, Mutual Fund $250,001 - $500,000 Joint 2023 Aug 13, 2024
Asset
Bank of America
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2023 Aug 13, 2024
Asset
Bank of America
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2023 Aug 13, 2024
Asset
Bitcoin
Disclosed Asset
 Cryptocurrency $50,001 - $100,000 Self 2023 Aug 13, 2024
Asset
Capital One 360
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2023 Aug 13, 2024
DRLL
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
EGIS - 2ndVote Society Defended ETF
EGIS
 Mutual Funds, Exchange Traded Fund/Note - Joint 2023 Aug 13, 2024
EPD
Enterprise Products Partners L.P
EPD
 Corporate Securities, Stock $100,001 - $250,000 Joint 2023 Aug 13, 2024
FSSLX
Fidelity Series Small Cap Core
FSSLX
 Mutual Funds, Mutual Fund $100,001 - $250,000 Self 2023 Aug 13, 2024
Asset
Fidelity 529 - Child 1
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2023 Aug 13, 2024
GAFPX
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
 Mutual Funds, Mutual Fund $50,001 - $100,000 Spouse 2023 Aug 13, 2024
GAJPX
Goldman Sachs Dynamic Municipal Inc P
GAJPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2023 Aug 13, 2024
GGLPX
Goldman Sachs High Yield Municipal Fund Class P
GGLPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2023 Aug 13, 2024
GGMPX
Goldman Sachs High Yield P
GGMPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2023 Aug 13, 2024
GGRPX
Goldman Sachs Commodity Strategy Fund Class P
GGRPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2023 Aug 13, 2024
Asset
GMWPX - Goldman Sachs Emerging Markets Credit Fund P
Disclosed Asset
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2023 Aug 13, 2024
GMYPX
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
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2023 Aug 13, 2024
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2023 Aug 13, 2024
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2023 Aug 13, 2024
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2023 Aug 13, 2024
HNDL
Strategy Shares Nasdaq 7 Handl™ Index ETF
HNDL
 Mutual Funds, Exchange Traded Fund/Note $1,001 - $15,000 Joint 2023 Aug 13, 2024
Asset
Health Equity HSA
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Self 2023 Aug 13, 2024
LIJIX
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
 Mutual Funds, Mutual Fund $500,001 - $1,000,000 Spouse 2023 Aug 13, 2024
Asset
MA Portfolio 2027
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Joint 2023 Aug 13, 2024
Asset
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2023 Aug 13, 2024
Asset
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2023 Aug 13, 2024
Asset
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $500,001 - $1,000,000 Self 2023 Aug 13, 2024
Asset
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2023 Aug 13, 2024
Asset
Plan FBO Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2023 Aug 13, 2024
Asset
Plan FBO Moderately Aggressive Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2023 Aug 13, 2024
Asset
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
Asset
Vanguard Target Retirement 2035 Tr I
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Self 2022 Aug 14, 2023
VMGRX
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
 Mutual Funds, Mutual Fund $50,001 - $100,000 Self 2022 Aug 14, 2023
VIG
Vanguard Dividend Appreciation Index Fund ETF Shares
VIG
 Mutual Funds, Exchange Traded Fund/Note $50,001 - $100,000 Joint 2022 Aug 14, 2023
VGSNX
Vanguard Real Estate Index Fund Institutional Shares
VGSNX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2022 Aug 14, 2023
Asset
USAA 529 - Child 2
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2022 Aug 14, 2023
Asset
Traditional IRA
Disclosed Asset
 Retirement Plans, IRA - Spouse 2022 Aug 14, 2023
Asset
Texas ERS Retirement Account
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $50,001 - $100,000 Self 2022 Aug 14, 2023
Asset
TS&W MipCap Value Trust A
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Self 2022 Aug 14, 2023
Asset
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
Asset
Plan FBO Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2022 Aug 14, 2023
Asset
Plan FBO Moderate Aggressive Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2022 Aug 14, 2023
Asset
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2022 Aug 14, 2023
Asset
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $250,001 - $500,000 Self 2022 Aug 14, 2023
Asset
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2022 Aug 14, 2023
Asset
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2022 Aug 14, 2023
Asset
MA 2027 Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Joint 2022 Aug 14, 2023
LIJIX
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
 Mutual Funds, Mutual Fund $500,001 - $1,000,000 Spouse 2022 Aug 14, 2023
Asset
Health Equity HSA
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Self 2022 Aug 14, 2023
HNDL
Strategy Shares Nasdaq 7 Handl™ Index ETF
HNDL
 Mutual Funds, Exchange Traded Fund/Note $1,001 - $15,000 Joint 2022 Aug 14, 2023
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2022 Aug 14, 2023
Asset
WB International Growth CIT
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2022 Aug 14, 2023
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2022 Aug 14, 2023
Asset
Vanguard Target Retirement 2040 Tr I
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2022 Aug 14, 2023
VYM
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
EPD
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
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2022 Aug 14, 2023
GMWPX
Goldman Sachs Emerging Markets Crdt P
GMWPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2022 Aug 14, 2023
GGRPX
Goldman Sachs Commodity Strategy Fund Class P
GGRPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2022 Aug 14, 2023
GGMPX
Goldman Sachs High Yield P
GGMPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2022 Aug 14, 2023
GGLPX
Goldman Sachs High Yield Municipal Fund Class P
GGLPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2022 Aug 14, 2023
GAJPX
Goldman Sachs Dynamic Municipal Inc P
GAJPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2022 Aug 14, 2023
GAFPX
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Spouse 2022 Aug 14, 2023
Asset
Fidelity 529 - Child 1
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2022 Aug 14, 2023
EGIS
EGIS - 2ndVote Society Defended ETF
EGIS
 Mutual Funds, Exchange Traded Fund/Note $1,001 - $15,000 Joint 2022 Aug 14, 2023
Asset
Age-Based Option 12-13: Moderately Conservative Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2022 Aug 16, 2024
Asset
American Express
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2022 Aug 16, 2024
BFK
BlackRock Municipal Income Closed Fund
BFK
 Mutual Funds, Mutual Fund $250,001 - $500,000 Joint 2022 Aug 16, 2024
Asset
Bank of America
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2022 Aug 16, 2024
Asset
Bank of America
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2022 Aug 16, 2024
Asset
Bitcoin
Disclosed Asset
 Cryptocurrency $15,001 - $50,000 Self 2022 Aug 16, 2024
Asset
Capital One 360
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2022 Aug 16, 2024
DRLL
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
EGIS - 2ndVote Society Defended ETF
EGIS
 Mutual Funds, Exchange Traded Fund/Note $1,001 - $15,000 Joint 2022 Aug 16, 2024
EPD
Enterprise Products Partners L.P
EPD
 Corporate Securities, Stock $100,001 - $250,000 Joint 2022 Aug 16, 2024
Asset
Fidelity 529 - Child 1
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2022 Aug 16, 2024
GAFPX
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Spouse 2022 Aug 16, 2024
GAJPX
Goldman Sachs Dynamic Municipal Inc P
GAJPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2022 Aug 16, 2024
GGLPX
Goldman Sachs High Yield Municipal Fund Class P
GGLPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2022 Aug 16, 2024
GGMPX
Goldman Sachs High Yield P
GGMPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2022 Aug 16, 2024
GGRPX
Goldman Sachs Commodity Strategy Fund Class P
GGRPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2022 Aug 16, 2024
GMWPX
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
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2022 Aug 16, 2024
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2022 Aug 16, 2024
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2022 Aug 16, 2024
HNDL
Strategy Shares Nasdaq 7 Handl™ Index ETF
HNDL
 Mutual Funds, Exchange Traded Fund/Note $1,001 - $15,000 Joint 2022 Aug 16, 2024
Asset
Health Equity HSA
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Self 2022 Aug 16, 2024
LIJIX
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
 Mutual Funds, Mutual Fund $500,001 - $1,000,000 Spouse 2022 Aug 16, 2024
Asset
MA 2027 Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Joint 2022 Aug 16, 2024
Asset
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2022 Aug 16, 2024
Asset
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2022 Aug 16, 2024
Asset
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $250,001 - $500,000 Self 2022 Aug 16, 2024
Asset
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2022 Aug 16, 2024
Asset
Plan FBO Moderate Aggressive Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2022 Aug 16, 2024
Asset
Plan FBO Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2022 Aug 16, 2024
Asset
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
Asset
Spouse 401K
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Spouse 2022 Aug 16, 2024
Asset
TPG Tech Adjacencies II Access LLC
Disclosed Asset
 Investment Fund, Private Equity Fund $1,001 - $15,000 Joint 2022 Aug 16, 2024
Asset
TS&W MipCap Value Trust A
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Self 2022 Aug 16, 2024
Asset
Texas ERS Retirement Account
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $50,001 - $100,000 Self 2022 Aug 16, 2024
Asset
Traditional IRA
Disclosed Asset
 Retirement Plans, IRA - Spouse 2022 Aug 16, 2024
Asset
USAA 529 - Child 2
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2022 Aug 16, 2024
VGSNX
Vanguard Real Estate Index Fund Institutional Shares
VGSNX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2022 Aug 16, 2024
VIG
Vanguard Dividend Appreciation Index Fund ETF Shares
VIG
 Mutual Funds, Exchange Traded Fund/Note $50,001 - $100,000 Joint 2022 Aug 16, 2024
VMGRX
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
 Mutual Funds, Mutual Fund $50,001 - $100,000 Self 2022 Aug 16, 2024
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
VYM
 Mutual Funds, Exchange Traded Fund/Note $1,001 - $15,000 Joint 2022 Aug 16, 2024
Asset
Vanguard Target Retirement 2035 Tr I
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Self 2022 Aug 16, 2024
Asset
Vanguard Target Retirement 2040 Tr I
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2022 Aug 16, 2024
Asset
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
DRLL
EA Series Trust - Strive U.S. Energy ETF
DRLL
 Mutual Funds, Exchange Traded Fund/Note $1,001 - $15,000 Joint 2022 Aug 14, 2023
Asset
Capital One 360
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2022 Aug 14, 2023
Asset
Bitcoin
Disclosed Asset
 Cryptocurrency $15,001 - $50,000 Self 2022 Aug 14, 2023
Asset
Bank of America
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2022 Aug 14, 2023
Asset
Bank of America
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2022 Aug 14, 2023
BFK
BlackRock Municipal Income Closed Fund
BFK
 Mutual Funds, Mutual Fund $250,001 - $500,000 Joint 2022 Aug 14, 2023
Asset
American Express
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2022 Aug 14, 2023
Asset
Age-Based Option 12-13: Moderately Conservative Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2022 Aug 14, 2023
Asset
Bank of America
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2021 Aug 15, 2022
GGNPX
Goldman Sachs High Yield Floating Rate Fund Class P
GGNPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2021 Aug 15, 2022
GGMPX
Goldman Sachs High Yield P
GGMPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2021 Aug 15, 2022
GGLPX
Goldman Sachs High Yield Municipal Fund Class P
GGLPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2021 Aug 15, 2022
GAJPX
Goldman Sachs Dynamic Municipal Inc P
GAJPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2021 Aug 15, 2022
GAFPX
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
 Mutual Funds, Mutual Fund $50,001 - $100,000 Spouse 2021 Aug 15, 2022
Asset
Fidelity 529 - Child 1
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2021 Aug 15, 2022
Asset
Capital One 360
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2021 Aug 15, 2022
Asset
Bitcoin
Disclosed Asset
 Cryptocurrency $1,001 - $15,000 Self 2021 Aug 15, 2022
Asset
WB International Growth CIT
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2021 Aug 15, 2022
Asset
Vanguard Target Retirement 2040 Tr I
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Self 2021 Aug 15, 2022
Asset
Vanguard Target Retirement 2035 Tr I
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Self 2021 Aug 15, 2022
VMGRX
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
 Mutual Funds, Mutual Fund $50,001 - $100,000 Self 2021 Aug 15, 2022
VGSNX
Vanguard Real Estate Index Fund Institutional Shares
VGSNX
 Mutual Funds, Mutual Fund $50,001 - $100,000 Self 2021 Aug 15, 2022
Asset
USAA 529 - Child 2
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2021 Aug 15, 2022
Asset
Traditional IRA
Disclosed Asset
 Retirement Plans, IRA - Spouse 2021 Aug 15, 2022
Asset
Texas ERS Retirement Account
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $50,001 - $100,000 Self 2021 Aug 15, 2022
Asset
TS&W MipCap Value Trust A
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Self 2021 Aug 15, 2022
Asset
Spouse 401K
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Spouse 2021 Aug 15, 2022
Asset
Plan FBO Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2021 Aug 15, 2022
Asset
Plan FBO Moderate Aggressive Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2021 Aug 15, 2022
Asset
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2021 Aug 15, 2022
Asset
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $250,001 - $500,000 Self 2021 Aug 15, 2022
Asset
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2021 Aug 15, 2022
Asset
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2021 Aug 15, 2022
Asset
MA 2027 Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Joint 2021 Aug 15, 2022
Asset
Loan to Ted Cruz for Senate
Disclosed Asset
 Accounts Receivable, From a Business $500,001 - $1,000,000 Joint 2021 Aug 15, 2022
LIJIX
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
 Mutual Funds, Mutual Fund $500,001 - $1,000,000 Spouse 2021 Aug 15, 2022
Asset
Health Equity HSA
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Self 2021 Aug 15, 2022
HNDL
Strategy Shares Nasdaq 7 Handl™ Index ETF
HNDL
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2021 Aug 15, 2022
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2021 Aug 15, 2022
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2021 Aug 15, 2022
GSPPX
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2021 Aug 15, 2022
GMYPX
Goldman Sachs Large Cap Value P
GMYPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2021 Aug 15, 2022
GMWPX
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
EPD
Enterprise Products Partners L.P
EPD
 Corporate Securities, Stock $100,001 - $250,000 Joint 2021 Aug 15, 2022
OGS
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
Asset
Bank of America
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2021 Aug 15, 2022
Asset
Aged Based Option 9-11 Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2021 Aug 15, 2022
Asset
American Express
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2021 Aug 15, 2022
BFK
BlackRock Municipal Income Closed Fund
BFK
 Mutual Funds, Mutual Fund $100,001 - $250,000 Joint 2021 Aug 15, 2022
Asset
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2020 Aug 16, 2021
OGS
ONE Gas, Inc
OGS
 Corporate Securities, Stock $15,001 - $50,000 Joint 2020 Aug 16, 2021
EPD
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
Asset
Aged Based Option 9-11 Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2020 Aug 16, 2021
Asset
American Express
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2020 Aug 16, 2021
BFK
BlackRock Municipal Income Closed Fund
BFK
 Mutual Funds, Mutual Fund $100,001 - $250,000 Joint 2020 Aug 16, 2021
Asset
Bank of America
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2020 Aug 16, 2021
Asset
Bank of America
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2020 Aug 16, 2021
Asset
Capital One 360
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2020 Aug 16, 2021
Asset
Fidelity 529 - Child 1
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2020 Aug 16, 2021
GAFPX
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Spouse 2020 Aug 16, 2021
GAJPX
Goldman Sachs Dynamic Municipal Inc P
GAJPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2020 Aug 16, 2021
GGLPX
Goldman Sachs High Yield Municipal Fund Class P
GGLPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2020 Aug 16, 2021
GGMPX
Goldman Sachs High Yield P
GGMPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2020 Aug 16, 2021
GGNPX
Goldman Sachs High Yield Floating Rate Fund Class P
GGNPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2020 Aug 16, 2021
GMEPX
Goldman Sachs China Equity P
GMEPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2020 Aug 16, 2021
GMWPX
Goldman Sachs Emerging Markets Crdt P
GMWPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2020 Aug 16, 2021
GMYPX
Goldman Sachs Large Cap Value P
GMYPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2020 Aug 16, 2021
GSPPX
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2020 Aug 16, 2021
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2020 Aug 16, 2021
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2020 Aug 16, 2021
Asset
Health Equity HSA
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Self 2020 Aug 16, 2021
LIJIX
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
 Mutual Funds, Mutual Fund $500,001 - $1,000,000 Spouse 2020 Aug 16, 2021
Asset
Loan to Ted Cruz for Senate
Disclosed Asset
 Accounts Receivable, From a Business $500,001 - $1,000,000 Joint 2020 Aug 16, 2021
Asset
MA 2027 Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Joint 2020 Aug 16, 2021
MVTIX
Transamerica Mid Cap Value Opportunities I
MVTIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2020 Aug 16, 2021
Asset
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2020 Aug 16, 2021
Asset
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2020 Aug 16, 2021
Asset
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $250,001 - $500,000 Self 2020 Aug 16, 2021
Asset
Plan FBO Moderate Aggressive Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2020 Aug 16, 2021
Asset
Plan FBO Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2020 Aug 16, 2021
Asset
Spouse 401K
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Spouse 2020 Aug 16, 2021
Asset
Texas ERS Retirement Account
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $50,001 - $100,000 Self 2020 Aug 16, 2021
Asset
Traditional IRA
Disclosed Asset
 Retirement Plans, IRA - Spouse 2020 Aug 16, 2021
Asset
USAA 529 - Child 2
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2020 Aug 16, 2021
VGSNX
Vanguard Real Estate Index Fund Institutional Shares
VGSNX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2020 Aug 16, 2021
VMGRX
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
 Mutual Funds, Mutual Fund $50,001 - $100,000 Self 2020 Aug 16, 2021
Asset
Vanguard Target Retirement 2035 Tr II
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Self 2020 Aug 16, 2021
Asset
Vanguard Target Retirement 2040 Trust II
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2020 Aug 16, 2021
Asset
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
OGS
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
Asset
Capital One 360
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2019 Aug 13, 2020
Asset
Fidelity 529 - Child 1
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2019 Aug 13, 2020
GAFPX
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Spouse 2019 Aug 13, 2020
GAJPX
Goldman Sachs Dynamic Municipal Inc P
GAJPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2019 Aug 13, 2020
GGLPX
Goldman Sachs High Yield Municipal Fund Class P
GGLPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2019 Aug 13, 2020
GGMPX
Goldman Sachs High Yield P
GGMPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2019 Aug 13, 2020
GGNPX
Goldman Sachs High Yield Floating Rate Fund Class P
GGNPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2019 Aug 13, 2020
GMEPX
Goldman Sachs China Equity P
GMEPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2019 Aug 13, 2020
GMWPX
Goldman Sachs Emerging Markets Crdt P
GMWPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2019 Aug 13, 2020
GMYPX
Goldman Sachs Large Cap Value P
GMYPX
 Mutual Funds, Mutual Fund - Joint 2019 Aug 13, 2020
GSPPX
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
 Mutual Funds, Mutual Fund - Joint 2019 Aug 13, 2020
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2019 Aug 13, 2020
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2019 Aug 13, 2020
Asset
Health Equity HSA
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Self 2019 Aug 13, 2020
LIJIX
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
 Mutual Funds, Mutual Fund $500,001 - $1,000,000 Spouse 2019 Aug 13, 2020
Asset
Loan to Ted Cruz for Senate
Disclosed Asset
 Accounts Receivable, From a Business $500,001 - $1,000,000 Joint 2019 Aug 13, 2020
Asset
MA 2027 Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $100,001 - $250,000 Joint 2019 Aug 13, 2020
MVTIX
Transamerica Mid Cap Value Opportunities I
MVTIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2019 Aug 13, 2020
Asset
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2019 Aug 13, 2020
Asset
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2019 Aug 13, 2020
Asset
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $250,001 - $500,000 Self 2019 Aug 13, 2020
Asset
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2019 Aug 13, 2020
Asset
Plan FBO Moderate Aggressive Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2019 Aug 13, 2020
Asset
Plan FBO Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2019 Aug 13, 2020
Asset
Spouse 401K
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Spouse 2019 Aug 13, 2020
Asset
Texas ERS Retirement Account
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $50,001 - $100,000 Self 2019 Aug 13, 2020
Asset
Traditional IRA
Disclosed Asset
 Retirement Plans, IRA - Spouse 2019 Aug 13, 2020
Asset
USAA 529 - Child 2
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2019 Aug 13, 2020
VGSNX
Vanguard Real Estate Index Fund Institutional Shares
VGSNX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2019 Aug 13, 2020
VMGRX
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
 Mutual Funds, Mutual Fund $50,001 - $100,000 Self 2019 Aug 13, 2020
Asset
Vanguard Target Retirement 2035 Tr II
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Self 2019 Aug 13, 2020
Asset
Vanguard Target Retirement 2040 Trust II
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2019 Aug 13, 2020
Asset
WB International Growth CIT
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2019 Aug 13, 2020
Asset
Aged Based Option 9-11 Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $50,001 - $100,000 Joint 2019 Aug 13, 2020
Asset
American Express
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2019 Aug 13, 2020
Asset
Bank of America
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2019 Aug 13, 2020
Asset
Bank of America
Disclosed Asset
 Bank Deposit $50,001 - $100,000 Joint 2019 Aug 13, 2020
EPD
Enterprise Products Partners L.P
EPD
 Corporate Securities, Stock $100,001 - $250,000 Joint 2019 Aug 13, 2020
Asset
Traditional IRA
Disclosed Asset
 Retirement Plans, IRA - Spouse 2018 Sep 27, 2019
Asset
USAA 529 - Child 2
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2018 Sep 27, 2019
VFORX
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2018 Sep 27, 2019
Asset
VGSIX-Vanguard REIT Index Inv (NASDAQ)
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2018 Sep 27, 2019
VMGRX
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2018 Sep 27, 2019
Asset
VTTHX-Vanguard Target Retirement 2035 Inv (NASDAQ)
Disclosed Asset
 Mutual Funds, Mutual Fund $100,001 - $250,000 Self 2018 Sep 27, 2019
Asset
WB International Growth CIT
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2018 Sep 27, 2019
Asset
Spouse 401K
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Spouse 2018 Aug 12, 2019
OGS
ONE Gas, Inc
OGS
 Corporate Securities, Stock $15,001 - $50,000 Joint 2018 Sep 27, 2019
PAGP
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
Asset
Texas ERS Retirement Account
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $50,001 - $100,000 Self 2018 Aug 12, 2019
Asset
Traditional IRA
Disclosed Asset
 Retirement Plans, IRA - Spouse 2018 Aug 12, 2019
Asset
USAA 529 - Child 2
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2018 Aug 12, 2019
VFORX
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2018 Aug 12, 2019
Asset
VGSIX-Vanguard REIT Index Inv (NASDAQ)
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2018 Aug 12, 2019
VMGRX
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2018 Aug 12, 2019
Asset
VTTHX-Vanguard Target Retirement 2035 Inv (NASDAQ)
Disclosed Asset
 Mutual Funds, Mutual Fund $100,001 - $250,000 Self 2018 Aug 12, 2019
Asset
WB International Growth CIT
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2018 Aug 12, 2019
Asset
American Express
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2018 Sep 27, 2019
Asset
Bank of America
Disclosed Asset
 Bank Deposit - Joint 2018 Sep 27, 2019
Asset
Bank of America
Disclosed Asset
 Bank Deposit $50,001 - $100,000 Joint 2018 Sep 27, 2019
Asset
Capital One 360
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2018 Sep 27, 2019
Asset
Fidelity 529 - Child 1
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2018 Sep 27, 2019
GAFPX
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Spouse 2018 Sep 27, 2019
BFK
BlackRock Municipal Income Closed Fund
BFK
 Corporate Securities, Stock $100,001 - $250,000 Joint 2018 Aug 12, 2019
EPD
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
Asset
Plan FBO Moderate Aggressive Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2018 Aug 12, 2019
OGS
ONE Gas, Inc
OGS
 Corporate Securities, Stock $15,001 - $50,000 Joint 2018 Aug 12, 2019
PAGP
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
BFK
BlackRock Municipal Income Closed Fund
BFK
 Corporate Securities, Stock $100,001 - $250,000 Joint 2018 Sep 27, 2019
GAJPX
Goldman Sachs Dynamic Municipal Inc P
GAJPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2018 Sep 27, 2019
EPD
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
Asset
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2018 Aug 12, 2019
Asset
Plan FBO Age Based Aggressive Growth
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2018 Aug 12, 2019
Asset
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $250,001 - $500,000 Self 2018 Aug 12, 2019
Asset
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2018 Aug 12, 2019
Asset
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2018 Aug 12, 2019
MVTIX
Transamerica Mid Cap Value Opportunities I
MVTIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2018 Aug 12, 2019
Asset
MA 2027 Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $100,001 - $250,000 Joint 2018 Aug 12, 2019
Asset
Loan to Ted Cruz for Senate
Disclosed Asset
 Accounts Receivable, From a Business $500,001 - $1,000,000 Joint 2018 Aug 12, 2019
LIJIX
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
 Mutual Funds, Mutual Fund $250,001 - $500,000 Spouse 2018 Aug 12, 2019
Asset
Health Equity HSA
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Self 2018 Aug 12, 2019
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2018 Aug 12, 2019
Asset
Goldman Sachs Bank USA
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2018 Aug 12, 2019
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2018 Aug 12, 2019
GSPPX
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2018 Aug 12, 2019
GMYPX
Goldman Sachs Large Cap Value P
GMYPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2018 Aug 12, 2019
GMWPX
Goldman Sachs Emerging Markets Crdt P
GMWPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2018 Aug 12, 2019
GMEPX
Goldman Sachs China Equity P
GMEPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2018 Aug 12, 2019
GGNPX
Goldman Sachs High Yield Floating Rate Fund Class P
GGNPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2018 Aug 12, 2019
GGMPX
Goldman Sachs High Yield P
GGMPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2018 Aug 12, 2019
GGLPX
Goldman Sachs High Yield Municipal Fund Class P
GGLPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2018 Aug 12, 2019
GAJPX
Goldman Sachs Dynamic Municipal Inc P
GAJPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2018 Aug 12, 2019
GAFPX
Goldman Sachs Enhanced Div Glbl Eq P
GAFPX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Spouse 2018 Aug 12, 2019
Asset
Fidelity 529 - Child 1
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2018 Aug 12, 2019
Asset
Capital One 360
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2018 Aug 12, 2019
Asset
Bank of America
Disclosed Asset
 Bank Deposit $50,001 - $100,000 Joint 2018 Aug 12, 2019
Asset
Bank of America
Disclosed Asset
 Bank Deposit - Joint 2018 Aug 12, 2019
Asset
American Express
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2018 Aug 12, 2019
Asset
Plan FBO Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2018 Aug 12, 2019
GGLPX
Goldman Sachs High Yield Municipal Fund Class P
GGLPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2018 Sep 27, 2019
GGMPX
Goldman Sachs High Yield P
GGMPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2018 Sep 27, 2019
GGNPX
Goldman Sachs High Yield Floating Rate Fund Class P
GGNPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2018 Sep 27, 2019
GMEPX
Goldman Sachs China Equity P
GMEPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2018 Sep 27, 2019
GMWPX
Goldman Sachs Emerging Markets Crdt P
GMWPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2018 Sep 27, 2019
GMYPX
Goldman Sachs Large Cap Value P
GMYPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2018 Sep 27, 2019
GSPPX
GSPPX - Goldman Sachs Strategic Growth Fund Class P
GSPPX
 Mutual Funds, Mutual Fund $1,001 - $15,000 Joint 2018 Sep 27, 2019
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2018 Sep 27, 2019
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2018 Sep 27, 2019
Asset
Goldman Sachs Bank USA
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2018 Sep 27, 2019
Asset
Health Equity HSA
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Self 2018 Sep 27, 2019
LIJIX
BlackRock LifePath® Index 2035 Fund Institutional Shares
LIJIX
 Mutual Funds, Mutual Fund $250,001 - $500,000 Spouse 2018 Sep 27, 2019
Asset
Loan to Ted Cruz for Senate
Disclosed Asset
 Accounts Receivable, From a Business $500,001 - $1,000,000 Joint 2018 Sep 27, 2019
Asset
MA 2027 Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $100,001 - $250,000 Joint 2018 Sep 27, 2019
MVTIX
Transamerica Mid Cap Value Opportunities I
MVTIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2018 Sep 27, 2019
Asset
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2018 Sep 27, 2019
Asset
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2018 Sep 27, 2019
Asset
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $250,001 - $500,000 Self 2018 Sep 27, 2019
Asset
Plan FBO Age Based Aggressive Growth
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2018 Sep 27, 2019
Asset
Plan FBO Aggressive Growth Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2018 Sep 27, 2019
Asset
Plan FBO Moderate Aggressive Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2018 Sep 27, 2019
Asset
Plan FBO Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2018 Sep 27, 2019
Asset
Spouse 401K
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Spouse 2018 Sep 27, 2019
Asset
Texas ERS Retirement Account
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $50,001 - $100,000 Self 2018 Sep 27, 2019
Asset
USAA 529
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2017 Aug 10, 2018
GSHIX
Goldman Sachs High Yield Fund Institutional Shares
GSHIX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2017 Aug 10, 2018
BFK
BlackRock Municipal Income Closed Fund
BFK
 Corporate Securities, Stock $250,001 - $500,000 Joint 2017 Aug 10, 2018
EPD
Enterprise Products Partners L.P
EPD
 Corporate Securities, Stock $100,001 - $250,000 Joint 2017 Aug 10, 2018
GHYIX
Goldman Sachs High Yield Municipal Fund Institutional Class
GHYIX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2017 Aug 10, 2018
GIMDX
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
GSAIX
Goldman Sachs China Equity Instl
GSAIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2017 Aug 10, 2018
GSLIX
Goldman Sachs Large Cap Value Instl
GSLIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2017 Aug 10, 2018
GSMTX
Goldman Sachs Dynamic Municipal Income Fund Institutional Class
GSMTX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2017 Aug 10, 2018
GSTIX
GSTIX-Goldman Sachs Strategic Growth Instl (NASDAQ)
GSTIX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2017 Aug 10, 2018
OGS
ONE Gas, Inc
OGS
 Corporate Securities, Stock $15,001 - $50,000 Joint 2017 Aug 10, 2018
PAGP
Plains GP Holdings, L.P
PAGP
 Corporate Securities, Stock $15,001 - $50,000 Joint 2017 Aug 10, 2018
VTTHX
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
GSFRX
Goldman Sachs High Yield Floating Rate Fund Institutional Class
GSFRX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2017 Aug 10, 2018
Asset
American Express
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2017 Aug 10, 2018
Asset
Bank of America
Disclosed Asset
 Bank Deposit $50,001 - $100,000 Joint 2017 Aug 10, 2018
Asset
Bank of America
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2017 Aug 10, 2018
Asset
Blackrock Lifepath Portfolio, Target 2035 401K
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Spouse 2017 Aug 10, 2018
Asset
Capitol One 360
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2017 Aug 10, 2018
Asset
Fidelity 529 - Child 1
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2017 Aug 10, 2018
Asset
GIDGX-Goldman Sachs Enhanced Div Gbl Eq Instl (NASDAQ)
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Spouse 2017 Aug 10, 2018
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2017 Aug 10, 2018
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2017 Aug 10, 2018
Asset
Goldman Sachs Bank USA
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2017 Aug 10, 2018
Asset
Health Equity HSA
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Self 2017 Aug 10, 2018
Asset
Loan to Ted Cruz for Senate
Disclosed Asset
 Accounts Receivable, From a Business $500,001 - $1,000,000 Joint 2017 Aug 10, 2018
Asset
MA 2027 Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $100,001 - $250,000 Joint 2017 Aug 10, 2018
MVTIX
Transamerica Mid Cap Value Opportunities I
MVTIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2017 Aug 10, 2018
Asset
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2017 Aug 10, 2018
Asset
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2017 Aug 10, 2018
Asset
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $250,001 - $500,000 Self 2017 Aug 10, 2018
Asset
Plan FBO Child 2 Age Based Aggressive Growth
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2017 Aug 10, 2018
Asset
Plan FBO Child 2 Aggressive Growth Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2017 Aug 10, 2018
Asset
Plan FBO Child 2 Moderate Aggressive Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2017 Aug 10, 2018
Asset
Plan FBO Child 2 Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2017 Aug 10, 2018
Asset
Texas ERS Retirement Account
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $50,001 - $100,000 Self 2017 Aug 10, 2018
Asset
Traditional IRA
Disclosed Asset
 Retirement Plans, IRA - Spouse 2017 Aug 10, 2018
VFORX
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2017 Aug 10, 2018
Asset
VGSIX-Vanguard REIT Index Inv (NASDAQ)
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2017 Aug 10, 2018
VMGRX
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2017 Aug 10, 2018
Asset
WB International Growth CIT
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2017 Aug 10, 2018
GIMDX
Goldman Sachs Emerging Markets Crdt Inst
GIMDX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2016 Aug 10, 2018
GSAIX
Goldman Sachs China Equity Instl
GSAIX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2016 Aug 10, 2018
GSFRX
Goldman Sachs High Yield Floating Rate Fund Institutional Class
GSFRX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2016 Aug 10, 2018
GSHIX
Goldman Sachs High Yield Fund Institutional Shares
GSHIX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2016 Aug 10, 2018
GSLIX
Goldman Sachs Large Cap Value Instl
GSLIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2016 Aug 10, 2018
GSMTX
Goldman Sachs Dynamic Municipal Income Fund Institutional Class
GSMTX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2016 Aug 10, 2018
GSSIX
Goldman Sachs Small Cap Value Fund Institutional Class
GSSIX
 Corporate Securities, Stock - Joint 2016 Aug 10, 2018
GSTIX
GSTIX - Goldman Sachs Strategic Growth Instl (NASDAQ)
GSTIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2016 Aug 10, 2018
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2016 Aug 10, 2018
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2016 Aug 10, 2018
Asset
Health Equity HSA
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Self 2016 Aug 10, 2018
Asset
Loan to Ted Cruz for Senate
Disclosed Asset
 Accounts Receivable, From a Business $500,001 - $1,000,000 Joint 2016 Aug 10, 2018
Asset
MA 2027 Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $100,001 - $250,000 Joint 2016 Aug 10, 2018
Asset
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2016 Aug 10, 2018
Asset
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2016 Aug 10, 2018
Asset
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $250,001 - $500,000 Self 2016 Aug 10, 2018
OGS
ONE Gas, Inc
OGS
 Corporate Securities, Stock $15,001 - $50,000 Joint 2016 Aug 10, 2018
PAGP
Plains GP Holdings, L.P
PAGP
 Corporate Securities, Stock $15,001 - $50,000 Joint 2016 Aug 10, 2018
Asset
Plan FBO Child 2 Age Based Aggressive Growth
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2016 Aug 10, 2018
Asset
Plan FBO Child 2 Aggressive Growth Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2016 Aug 10, 2018
Asset
Plan FBO Child 2 Moderate Aggressive Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2016 Aug 10, 2018
Asset
Plan FBO Child 2 Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2016 Aug 10, 2018
SYIMX
SYIMX - AMG Systematic Mid Cap Value Instl (NASDAQ)
SYIMX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2016 Aug 10, 2018
Asset
Texas ERS Retirement Account
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $50,001 - $100,000 Self 2016 Aug 10, 2018
Asset
Traditional IRA
Disclosed Asset
 Retirement Plans, IRA - Spouse 2016 Aug 10, 2018
Asset
USAA 529
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2016 Aug 10, 2018
VFORX
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2016 Aug 10, 2018
VGSIX
Vanguard Real Estate Index Fund Investor Shares
VGSIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2016 Aug 10, 2018
VTTHX
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
Asset
MA 2027 Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $100,001 - $250,000 Joint 2016 Aug 13, 2017
Asset
Loan to Ted Cruz for Senate
Disclosed Asset
 Accounts Receivable, From a Business $500,001 - $1,000,000 Joint 2016 Aug 13, 2017
Asset
Health Equity HSA
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Self 2016 Aug 13, 2017
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2016 Aug 13, 2017
Asset
Goldman Sachs
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Child 2016 Aug 13, 2017
GSTIX
GSTIX - Goldman Sachs Strategic Growth Instl (NASDAQ)
GSTIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2016 Aug 13, 2017
GSSIX
Goldman Sachs Small Cap Value Fund Institutional Class
GSSIX
 Corporate Securities, Stock - Joint 2016 Aug 13, 2017
GSMTX
Goldman Sachs Dynamic Municipal Income Fund Institutional Class
GSMTX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2016 Aug 13, 2017
GSLIX
Goldman Sachs Large Cap Value Instl
GSLIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2016 Aug 13, 2017
GSHIX
Goldman Sachs High Yield Fund Institutional Shares
GSHIX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2016 Aug 13, 2017
GSFRX
Goldman Sachs High Yield Floating Rate Fund Institutional Class
GSFRX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2016 Aug 13, 2017
GSAIX
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
GIMDX
Goldman Sachs Emerging Markets Crdt Inst
GIMDX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2016 Aug 13, 2017
GIDGX
Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional Class
GIDGX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Spouse 2016 Aug 13, 2017
GHYIX
Goldman Sachs High Yield Municipal Fund Institutional Class
GHYIX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2016 Aug 13, 2017
GGOIX
Goldman Sachs Mid Cap Growth Fund Institutional Class
GGOIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2016 Aug 13, 2017
Asset
Fidelity 529 - Child 1
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2016 Aug 13, 2017
EPD
Enterprise Products Partners L.P
EPD
 Corporate Securities, Stock $100,001 - $250,000 Joint 2016 Aug 13, 2017
Asset
Capitol One 360
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2016 Aug 13, 2017
Asset
Blackrock Lifepath Portfolio, Target 2035 401K
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Spouse 2016 Aug 13, 2017
Asset
Bank of America
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2016 Aug 13, 2017
Asset
Bank of America
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2016 Aug 13, 2017
Asset
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2016 Aug 13, 2017
BIGIX
William Blair International Growth Fund Class I
BIGIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2016 Aug 13, 2017
BFK
BlackRock Municipal Income Closed Fund
BFK
 Corporate Securities, Stock $250,001 - $500,000 Joint 2016 Aug 13, 2017
Asset
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
Asset
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2016 Aug 13, 2017
Asset
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $250,001 - $500,000 Self 2016 Aug 13, 2017
OGS
ONE Gas, Inc
OGS
 Corporate Securities, Stock $15,001 - $50,000 Joint 2016 Aug 13, 2017
PAGP
Plains GP Holdings, L.P
PAGP
 Corporate Securities, Stock $15,001 - $50,000 Joint 2016 Aug 13, 2017
Asset
Plan FBO Child 2 Age Based Aggressive Growth
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2016 Aug 13, 2017
Asset
Plan FBO Child 2 Aggressive Growth Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2016 Aug 13, 2017
Asset
Plan FBO Child 2 Moderate Aggressive Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2016 Aug 13, 2017
Asset
Plan FBO Child 2 Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2016 Aug 13, 2017
SYIMX
SYIMX - AMG Systematic Mid Cap Value Instl (NASDAQ)
SYIMX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2016 Aug 13, 2017
Asset
Texas ERS Retirement Account
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $50,001 - $100,000 Self 2016 Aug 13, 2017
Asset
Traditional IRA
Disclosed Asset
 Retirement Plans, IRA - Spouse 2016 Aug 13, 2017
Asset
USAA 529
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2016 Aug 13, 2017
VFORX
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2016 Aug 13, 2017
VGSIX
Vanguard Real Estate Index Fund Investor Shares
VGSIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2016 Aug 13, 2017
VTTHX
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
Asset
American Express
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2016 Aug 10, 2018
BFK
BlackRock Municipal Income Closed Fund
BFK
 Corporate Securities, Stock $250,001 - $500,000 Joint 2016 Aug 10, 2018
BIGIX
William Blair International Growth Fund Class I
BIGIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2016 Aug 10, 2018
Asset
Bank of America
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2016 Aug 10, 2018
Asset
Bank of America
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2016 Aug 10, 2018
Asset
Blackrock Lifepath Portfolio, Target 2035 401K
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Spouse 2016 Aug 10, 2018
Asset
Capitol One 360
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2016 Aug 10, 2018
EPD
Enterprise Products Partners L.P
EPD
 Corporate Securities, Stock $100,001 - $250,000 Joint 2016 Aug 10, 2018
Asset
Fidelity 529 - Child 1
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2016 Aug 10, 2018
GGOIX
Goldman Sachs Mid Cap Growth Fund Institutional Class
GGOIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2016 Aug 10, 2018
GHYIX
Goldman Sachs High Yield Municipal Fund Institutional Class
GHYIX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2016 Aug 10, 2018
GIDGX
Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional Class
GIDGX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Spouse 2016 Aug 10, 2018
VFORX
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2015 Sep 26, 2016
Asset
American Express
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2015 Aug 14, 2016
BFK
BlackRock Municipal Income Closed Fund
BFK
 Corporate Securities, Stock $500,001 - $1,000,000 Joint 2015 Aug 14, 2016
BIGIX
William Blair International Growth Fund Class I
BIGIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2015 Aug 14, 2016
Asset
Bank of America
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2015 Aug 14, 2016
Asset
Bank of America
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2015 Aug 14, 2016
Asset
Blackrock Lifepath Portfolio, Target 2035 401K
Disclosed Asset
 Mutual Funds, Mutual Fund $100,001 - $250,000 Spouse 2015 Aug 14, 2016
Asset
Capitol One 360
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2015 Aug 14, 2016
EPD
Enterprise Products Partners L.P
EPD
 Corporate Securities, Stock $100,001 - $250,000 Joint 2015 Aug 14, 2016
Asset
Fidelity 529 - Child 1
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2015 Aug 14, 2016
GGOIX
Goldman Sachs Mid Cap Growth Fund Institutional Class
GGOIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2015 Aug 14, 2016
GHYIX
Goldman Sachs High Yield Municipal Fund Institutional Class
GHYIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Aug 14, 2016
GIDGX
Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional Class
GIDGX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Spouse 2015 Aug 14, 2016
GIMDX
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
GSAIX
Goldman Sachs China Equity Instl
GSAIX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2015 Aug 14, 2016
GSFRX
Goldman Sachs High Yield Floating Rate Fund Institutional Class
GSFRX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Aug 14, 2016
GSHIX
Goldman Sachs High Yield Fund Institutional Shares
GSHIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Aug 14, 2016
GSLIX
Goldman Sachs Large Cap Value Instl
GSLIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Aug 14, 2016
GSMTX
Goldman Sachs Dynamic Municipal Income Fund Institutional Class
GSMTX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Aug 14, 2016
GSSIX
Goldman Sachs Small Cap Value Fund Institutional Class
GSSIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Aug 14, 2016
GSTIX
GSTIX - Goldman Sachs Strategic Growth Instl (NASDAQ)
GSTIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Aug 14, 2016
Asset
Health Equity HSA
Disclosed Asset
 Bank Deposit - Self 2015 Aug 14, 2016
Asset
JP Morgan Chase
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2015 Aug 14, 2016
Asset
MA 2027 Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $100,001 - $250,000 Joint 2015 Aug 14, 2016
Asset
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2015 Aug 14, 2016
Asset
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2015 Aug 14, 2016
Asset
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $250,001 - $500,000 Self 2015 Aug 14, 2016
OGS
ONE Gas, Inc
OGS
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Aug 14, 2016
OKE
ONEOK, Inc
OKE
 Corporate Securities, Stock $50,001 - $100,000 Joint 2015 Aug 14, 2016
PAGP
Plains GP Holdings, L.P
PAGP
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Aug 14, 2016
Asset
Plan FBO Child 2 Age Based Aggressive Growth
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2015 Aug 14, 2016
Asset
Plan FBO Child 2 Aggressive Growth Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2015 Aug 14, 2016
Asset
Plan FBO Child 2 Moderate Aggressive Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2015 Aug 14, 2016
Asset
Plan FBO Child 2 Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2015 Aug 14, 2016
SYIMX
SYIMX - AMG Systematic Mid Cap Value Instl (NASDAQ)
SYIMX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2015 Aug 14, 2016
Asset
Texas ERS Retirement Account
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $50,001 - $100,000 Self 2015 Aug 14, 2016
Asset
Traditional IRA
Disclosed Asset
 Retirement Plans, IRA - Spouse 2015 Aug 14, 2016
Asset
USAA 529
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2015 Aug 14, 2016
VFORX
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2015 Aug 14, 2016
VGSIX
Vanguard Real Estate Index Fund Investor Shares
VGSIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2015 Aug 14, 2016
VTTHX
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
Asset
American Express
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2015 Sep 26, 2016
BFK
BlackRock Municipal Income Closed Fund
BFK
 Corporate Securities, Stock $500,001 - $1,000,000 Joint 2015 Sep 26, 2016
BIGIX
William Blair International Growth Fund Class I
BIGIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2015 Sep 26, 2016
Asset
Bank of America
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2015 Sep 26, 2016
Asset
Bank of America
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2015 Sep 26, 2016
Asset
Blackrock Lifepath Portfolio, Target 2035 401K
Disclosed Asset
 Mutual Funds, Mutual Fund $250,001 - $500,000 Spouse 2015 Sep 26, 2016
Asset
Capitol One 360
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2015 Sep 26, 2016
EPD
Enterprise Products Partners L.P
EPD
 Corporate Securities, Stock $100,001 - $250,000 Joint 2015 Sep 26, 2016
Asset
Fidelity 529 - Child 1
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2015 Sep 26, 2016
GGOIX
Goldman Sachs Mid Cap Growth Fund Institutional Class
GGOIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2015 Sep 26, 2016
GHYIX
Goldman Sachs High Yield Municipal Fund Institutional Class
GHYIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Sep 26, 2016
GIDGX
Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional Class
GIDGX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Spouse 2015 Sep 26, 2016
GIMDX
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
GSAIX
Goldman Sachs China Equity Instl
GSAIX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2015 Sep 26, 2016
GSFRX
Goldman Sachs High Yield Floating Rate Fund Institutional Class
GSFRX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Sep 26, 2016
GSHIX
Goldman Sachs High Yield Fund Institutional Shares
GSHIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Sep 26, 2016
GSLIX
Goldman Sachs Large Cap Value Instl
GSLIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Sep 26, 2016
GSMTX
Goldman Sachs Dynamic Municipal Income Fund Institutional Class
GSMTX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Sep 26, 2016
GSSIX
Goldman Sachs Small Cap Value Fund Institutional Class
GSSIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Sep 26, 2016
GSTIX
GSTIX - Goldman Sachs Strategic Growth Instl (NASDAQ)
GSTIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Sep 26, 2016
Asset
Health Equity HSA
Disclosed Asset
 Bank Deposit - Self 2015 Sep 26, 2016
Asset
JP Morgan Chase
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2015 Sep 26, 2016
Asset
Loan to Ted Cruz for Senate
Disclosed Asset
 Accounts Receivable, From a Business $500,001 - $1,000,000 Joint 2015 Sep 26, 2016
Asset
MA 2027 Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $100,001 - $250,000 Joint 2015 Sep 26, 2016
Asset
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2015 Sep 26, 2016
Asset
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2015 Sep 26, 2016
Asset
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $250,001 - $500,000 Self 2015 Sep 26, 2016
OGS
ONE Gas, Inc
OGS
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Sep 26, 2016
OKE
ONEOK, Inc
OKE
 Corporate Securities, Stock $50,001 - $100,000 Joint 2015 Sep 26, 2016
PAGP
Plains GP Holdings, L.P
PAGP
 Corporate Securities, Stock $15,001 - $50,000 Joint 2015 Sep 26, 2016
Asset
Plan FBO Child 2 Age Based Aggressive Growth
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2015 Sep 26, 2016
Asset
Plan FBO Child 2 Aggressive Growth Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2015 Sep 26, 2016
Asset
Plan FBO Child 2 Moderate Aggressive Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2015 Sep 26, 2016
Asset
Plan FBO Child 2 Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2015 Sep 26, 2016
SYIMX
SYIMX - AMG Systematic Mid Cap Value Instl (NASDAQ)
SYIMX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2015 Sep 26, 2016
Asset
Texas ERS Retirement Account
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $50,001 - $100,000 Self 2015 Sep 26, 2016
Asset
Traditional IRA
Disclosed Asset
 Retirement Plans, IRA - Spouse 2015 Sep 26, 2016
Asset
USAA 529
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2015 Sep 26, 2016
VGSIX
Vanguard Real Estate Index Fund Investor Shares
VGSIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2015 Sep 26, 2016
VTTHX
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
VGSIX
Vanguard Real Estate Index Fund Investor Shares
VGSIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2014 Aug 03, 2015
VFORX
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2014 Aug 03, 2015
Asset
USAA 529
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan - Joint 2014 Aug 03, 2015
Asset
Traditional IRA
Disclosed Asset
 Retirement Plans, IRA - Spouse 2014 Aug 03, 2015
Asset
Texas ERS Retirement Account
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $50,001 - $100,000 Self 2014 Aug 03, 2015
SYIMX
SYIMX - AMG Systematic Mid Cap Value Instl (NASDAQ)
SYIMX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2014 Aug 03, 2015
Asset
Plan FBO Child 2 Moderate Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2014 Aug 03, 2015
Asset
Plan FBO Child 2 Balanced Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2014 Aug 03, 2015
Asset
Plan FBO Child 2 Aggressive Growth Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2014 Aug 03, 2015
Asset
Plan FBO Child 2 Age Based Aggressive Growth
Disclosed Asset
 Mutual Funds, Mutual Fund $15,001 - $50,000 Joint 2014 Aug 03, 2015
OKE
ONEOK, Inc
OKE
 Corporate Securities, Stock $50,001 - $100,000 Joint 2014 Aug 03, 2015
OGS
ONE Gas, Inc
OGS
 Corporate Securities, Stock $15,001 - $50,000 Joint 2014 Aug 03, 2015
Asset
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $250,001 - $500,000 Self 2014 Aug 03, 2015
Asset
Morgan Lewis Bockius LLP Tax-Saver Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2014 Aug 03, 2015
Asset
Morgan Lewis Bockius LLP Defined Contribution Plan
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan - Self 2014 Aug 03, 2015
Asset
MA 2027 Portfolio
Disclosed Asset
 Mutual Funds, Mutual Fund $100,001 - $250,000 Joint 2014 Aug 03, 2015
Asset
Loan to Ted Cruz for Senate
Disclosed Asset
 Accounts Receivable, From a Business $500,001 - $1,000,000 Self 2014 Aug 03, 2015
Asset
JP Morgan Chase
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2014 Aug 03, 2015
GSTIX
GSTIX - Goldman Sachs Strategic Growth Instl (NASDAQ)
GSTIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2014 Aug 03, 2015
GSSIX
Goldman Sachs Small Cap Value Fund Institutional Class
GSSIX
 Corporate Securities, Stock $50,001 - $100,000 Joint 2014 Aug 03, 2015
GSMTX
Goldman Sachs Dynamic Municipal Income Fund Institutional Class
GSMTX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2014 Aug 03, 2015
GSLIX
Goldman Sachs Large Cap Value Instl
GSLIX
 Corporate Securities, Stock $50,001 - $100,000 Joint 2014 Aug 03, 2015
GSHIX
Goldman Sachs High Yield Fund Institutional Shares
GSHIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2014 Aug 03, 2015
GSFRX
Goldman Sachs High Yield Floating Rate Fund Institutional Class
GSFRX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2014 Aug 03, 2015
GSAIX
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
GIMDX
Goldman Sachs Emerging Markets Crdt Inst
GIMDX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2014 Aug 03, 2015
GIDGX
Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional Class
GIDGX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Spouse 2014 Aug 03, 2015
GHYIX
Goldman Sachs High Yield Municipal Fund Institutional Class
GHYIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2014 Aug 03, 2015
GGOIX
Goldman Sachs Mid Cap Growth Fund Institutional Class
GGOIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2014 Aug 03, 2015
Asset
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
VTTHX
Vanguard Target Retirement 2035 Fund
VTTHX
 Corporate Securities, Stock $100,001 - $250,000 Self 2014 Aug 03, 2015
Asset
American Express
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2014 Aug 03, 2015
BFK
BlackRock Municipal Income Closed Fund
BFK
 Corporate Securities, Stock $250,001 - $500,000 Joint 2014 Aug 03, 2015
BIGIX
William Blair International Growth Fund Class I
BIGIX
 Mutual Funds, Mutual Fund $15,001 - $50,000 Self 2014 Aug 03, 2015
Asset
Bancorp Bank
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Self 2014 Aug 03, 2015
Asset
Bank of America
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2014 Aug 03, 2015
Asset
Bank of America
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2014 Aug 03, 2015
Asset
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
Asset
Capitol One 360
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2014 Aug 03, 2015
EPD
Enterprise Products Partners L.P
EPD
 Corporate Securities, Stock $100,001 - $250,000 Joint 2014 Aug 03, 2015
Asset
Fidelity 529 MA 2027 Portfolio
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan $100,001 - $250,000 Joint 2013 Jun 02, 2015
GGOIX
Goldman Sachs Mid Cap Growth Fund Institutional Class
GGOIX
 Retirement Plans, Defined Contribution Pension Plan $15,001 - $50,000 Joint 2013 Jun 02, 2015
GHYIX
Goldman Sachs High Yield Municipal Fund Institutional Class
GHYIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2013 Jun 02, 2015
GIDGX
Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional Class
GIDGX
 Retirement Plans, IRA $15,001 - $50,000 Spouse 2013 Jun 02, 2015
GIMDX
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
GSAIX
Goldman Sachs China Equity Instl
GSAIX
 Corporate Securities, Stock $1,001 - $15,000 Joint 2013 Jun 02, 2015
GSFRX
Goldman Sachs High Yield Floating Rate Fund Institutional Class
GSFRX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2013 Jun 02, 2015
GSHIX
Goldman Sachs High Yield Fund Institutional Shares
GSHIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2013 Jun 02, 2015
GSLIX
Goldman Sachs Large Cap Value Instl
GSLIX
 Corporate Securities, Stock $50,001 - $100,000 Joint 2013 Jun 02, 2015
GSMTX
Goldman Sachs Dynamic Municipal Income Fund Institutional Class
GSMTX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2013 Jun 02, 2015
GSSIX
Goldman Sachs Small Cap Value Fund Institutional Class
GSSIX
 Corporate Securities, Stock $50,001 - $100,000 Joint 2013 Jun 02, 2015
GSTIX
GSTIX - Goldman Sachs Strategic Growth Instl (NASDAQ)
GSTIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2013 Jun 02, 2015
Asset
JP Morgan
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Joint 2013 Jun 02, 2015
Asset
Loan to Ted Cruz for Senate
Disclosed Asset
 Accounts Receivable, From a Business $500,001 - $1,000,000 Self 2013 Jun 02, 2015
Asset
Morgan Lewis Cash Balance Retirement Plan
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $250,001 - $500,000 Self 2013 Jun 02, 2015
OKE
ONEOK, Inc
OKE
 Corporate Securities, Stock $100,001 - $250,000 Joint 2013 Jun 02, 2015
SYIMX
SYIMX - AMG Systematic Mid Cap Value Instl (NASDAQ)
SYIMX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2013 Jun 02, 2015
Asset
Texas ERS Retirement Account
Disclosed Asset
 Retirement Plans, Defined Benefit Pension Plan $1,001 - $15,000 Self 2013 Jun 02, 2015
Asset
USAA 529 - Age Based Aggressive Growth
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan $15,001 - $50,000 Joint 2013 Jun 02, 2015
Asset
USAA 529 - Balanced
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan $15,001 - $50,000 Joint 2013 Jun 02, 2015
Asset
USAA 529 - Moderate
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan $15,001 - $50,000 Joint 2013 Jun 02, 2015
VFORX
VANGUARD TARGET RETIREMENT 2040 FUND INVESTOR SHARES
VFORX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2013 Jun 02, 2015
VGSIX
Vanguard Real Estate Index Fund Investor Shares
VGSIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2013 Jun 02, 2015
VTTHX
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
Asset
USAA 529 Aggressive Growth
Disclosed Asset
 Education Savings Plans, 529 College Savings Plan $15,001 - $50,000 Joint 2013 Jun 02, 2015
EPD
Enterprise Products Partners L.P
EPD
 Corporate Securities, Stock $100,001 - $250,000 Joint 2013 Jun 02, 2015
Asset
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
Asset
Blackrock Lifepath Portfolio, Target 2035 401K
Disclosed Asset
 Retirement Plans, Defined Contribution Pension Plan $100,001 - $250,000 Spouse 2013 Jun 02, 2015
Asset
Bank of America
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2013 Jun 02, 2015
Asset
Bank of America
Disclosed Asset
 Bank Deposit $15,001 - $50,000 Joint 2013 Jun 02, 2015
Asset
Bancorp Bank
Disclosed Asset
 Bank Deposit $1,001 - $15,000 Self 2013 Jun 02, 2015
BIGIX
William Blair International Growth Fund Class I
BIGIX
 Corporate Securities, Stock $15,001 - $50,000 Joint 2013 Jun 02, 2015
BFK
BlackRock Municipal Income Closed Fund
BFK
 Corporate Securities, Stock $100,001 - $250,000 Joint 2013 Jun 02, 2015
Asset
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

Live registry of stock purchases, sales, and option exercises filed under the Congressional STOCK Act.

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 in 2026?
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.