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Congress

Map Watch Schedule Daily Record Members Committees Legislation Nominations

Money & Oversight

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Executive & Law

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Sylvester Turner - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Sylvester Turner

TX-18

Filed January 31, 2025

View Original Document

Transactions

0

Assets

21

Liabilities

0

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: Sylvester Turner
Signed Date: January 30, 2025

Assets

21 assets

Bank of America

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$100K - $250K

Chase Bank

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$100K - $250K

Employees Retirement System of Texas

Defined Benefit Pension

SelfIncome: Tax-Deferred

Value

Not disclosed

Houston Municipal Employees' Pension System

Defined Benefit Pension

SelfIncome: Tax-Deferred

Value

Not disclosed

PennMutual - Variable Annuity ⇒ T. Rowe Price Flexibly Managed

Other

SelfIncome: None

Value

$250K - $500K

PennMutual - Whole Life Insurance

Whole/Universal Insurance

SelfIncome: None

Value

$100K - $250K

Pershing LLC - Brokerage ⇒ Federated Hermes Cap Reserves Money Market

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($201 - $1K)

Value

$1K - $15K

Pershing LLC - Brokerage ⇒ iShares MSCI USA Min Vol Factor ETF (USMV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1K - $2.5K)

Value

$100K - $250K

Pershing LLC - Brokerage ⇒ Parnassus Value Equity Fund Investor Shares (PARWX)

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

Pershing LLC - Brokerage ⇒ PIMCO Total Return Fund Class I-2 (PTTPX)

Mutual Funds

SelfIncome: Dividends($1K - $2.5K)

Value

$50K - $100K

Pershing LLC - Brokerage ⇒ SPDR S&P 500 (SPY)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1K - $2.5K)

Value

$100K - $250K

Pershing LLC - Brokerage ⇒ Thornburg Limited Term Income Fd Cl I Shs (THIIX)

Mutual Funds

SelfIncome: Dividends($1K - $2.5K)

Value

$50K - $100K

Pershing - Rollover IRA ⇒ iShares MSCI Intl Quality Factor ETF (IQLT)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Pershing - Rollover IRA ⇒ iShares MSCI USA Min Vol Factor ETF (USMV)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$50K - $100K

Pershing - Rollover IRA ⇒ Parnassus Value Equity Fund Investor Shares (PARWX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50K - $100K

Pershing - Rollover IRA ⇒ Pershing Government Money Market

IRA (Held in Cash)

SelfIncome: Tax-Deferred

Value

$1K - $15K

Pershing - Rollover IRA ⇒ PGIM High Yield Fund Class A (PBHAX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1K - $15K

Pershing - Rollover IRA ⇒ PIMCO Income Fund Insti Class (PIMIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

Pershing - Rollover IRA ⇒ PIMCO Total Return Fund Class I-2 (PTTPX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15K - $50K

Pershing - Rollover IRA ⇒ Vanguard Mid-Cap ETF (VO)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Veritex Bank

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$100K - $250K