Politicians
Total Trades
45
Trade Volume
$965K
Midpoint of disclosed ranges
Issuers
9
Unique tickers
Last Traded
2012-12-10
Est. Net Worth
$49K
2013 disclosure
About Charles W. Boustany Jr.
Charles W. Boustany Jr. is a Republican former U.S. Representative from Louisiana. He served in the House from January 6, 2015, to January 3, 2017, representing Louisiana after previously serving other districts following redistricting. Born on February 21, 1956, Boustany is a physician by training and was a member of the Republican Party during his time in Congress.
During his final term in the House, Boustany disclosed 45 trades with an estimated total trading volume of approximately $1.0 million. His activity was nearly evenly split, with 23 purchases and 22 sales, indicating a balanced buy/sell ratio. The majority of his transactions—34 trades—were concentrated in a single security, with additional activity in mutual funds PTSGX (2 trades) and PTTDX (2 trades), as well as individual energy-related stocks including Forum Energy Technologies (FET) and Transocean (RIG). Compared to many members of Congress, his trading volume and frequency were moderate, with a portfolio that included both diversified funds and individual equities.
Charles W. Boustany Jr.'s Trades
Trading Activity
45 of 45 trades
| Date | Asset | Type | Amount |
|---|---|---|---|
| 2012-12-10 | National Medical Services (See attachment)OTHE | sell | $15K-$50K |
| 2012-12-10 | Vencor, Inc.OTHE | sell | $15K-$50K |
| 2011-12-10 | Charles W. Schwab, Jr. IRA with Morgan Keegan / Morgan Keegan Sherrer Sec. RetirementOTHE | sell | $50K-$100K |
| 2010-12-10 | Charles W. Boustany Jr Living Trust - Wells Fargo Funds Int'l Financial Services Ex Partnership AFUND | sell | $500K-$1M |
| 2010-10-12 | FRPTQ | buy | $1,228 |
| 2010-07-12 | RIG | buy | $1,470 |
| 2010-02-06 | FET | buy | $27,224 |
| 2009-12-10 | JCP | sell | $50K-$100K |
| 2009-03-09 | Oakmark Fund IFUND | sell | $5,099.63 |
| 2009-03-09 | Oakmark Fund IFUND | sell | $3,839.95 |
| 2009-03-09 | Loomis Sayles Bond Retail SharesBOND | sell | $1,810.19 |
| 2009-03-09 | Harbor Capital Appreciation Inv ClFUND | sell | $3,946.76 |
| 2009-03-09 | FMI Large Cap FundFUND | sell | $15,802.67 |
| 2009-03-09 | FMI Large Cap FundFUND | sell | $1,128,178 |
| 2008-12-12 | Loomis Sayles Bond Retail SharesBOND | buy | $221.46 |
| 2008-11-04 | PTSGX | buy | $44,029.95 |
| 2008-11-04 | PIMCO Developing Local Markets DOTHE | buy | $12,397.08 |
| 2008-11-04 | Oakmark Fund IFUND | buy | $1,758.91 |
| 2008-11-04 | Dreyfus S&P 500 IndexOTHE | buy | $1,329.01 |
| 2008-10-12 | PTTDX | buy | $400.74 |
| 2008-10-12 | PTTDX | buy | $703.54 |
| 2008-10-04 | TCW Select Equities Class NOTHE | sell | $45,019.17 |
| 2008-10-04 | PIMCO Commodity Real Return Cl DOTHE | sell | $14,803.05 |
| 2008-10-04 | Harbor International Investor SharesOTHE | sell | $2,245.85 |
| 2008-10-04 | ClipperOTHE | buy | $3,172.96 |
| 2008-09-05 | Harbor Capital Appreciation Inv ClFUND | buy | $27,456.27 |
| 2008-08-05 | TCW Select Equities Class NOTHE | sell | $28,539.52 |
| 2008-07-11 | PTSGX | buy | $4,890.95 |
| 2008-07-11 | TGVAX | buy | $2,445.58 |
| 2008-07-11 | Harbor International Investor SharesOTHE | buy | $3,357.30 |
| 2008-06-11 | ClipperOTHE | buy | $1,538.54 |
| 2008-06-02 | TCW Select Equities Class NOTHE | buy | $4,121.60 |
| 2008-06-02 | Oakmark Global Select Fd Cl IOTHE | buy | $44,524.94 |
| 2008-05-02 | Thornburg International Value AOTHE | sell | $19,657.85 |
| 2008-05-02 | PIMCO Developing Local Mkts DOTHE | sell | $2,807.83 |
| 2008-05-02 | PIMCO Commodity Real Return Cl DOTHE | sell | $2,348.56 |
| 2008-05-02 | Oakmark Fund IFUND | sell | $21,286.15 |
| 2008-05-02 | Harbor International Investor SharesOTHE | buy | $22,262.47 |
| 2008-03-12 | PHYDX | buy | $14,684.44 |
| 2008-03-12 | Prime Fund Capital Reserves ClassFUND | buy | $11,653.20 |
| 2008-03-12 | Prime Fund Capital Reserves ClassFUND | buy | $20.10 |
| 2008-02-12 | Touchstone Sands Capital Select Growth ZFUND | sell | $2,774.22 |
| 2008-02-12 | Oakmark Fund IFUND | sell | $8,965.53 |
| 2008-02-12 | Harbor Capital Appreciation Inv ClFUND | sell | $1,865.61 |
| 2008-02-01 | FPRXX | buy | $10,181.59 |
National Medical Services (See attachment)sell
2012-12-10$15K-$50K
Owner: Spouse
Vencor, Inc.sell
2012-12-10$15K-$50K
Owner: Spouse
Charles W. Schwab, Jr. IRA with Morgan Keegan / Morgan Keegan Sherrer Sec. Retirementsell
2011-12-10$50K-$100K
Owner: Joint
Charles W. Boustany Jr Living Trust - Wells Fargo Funds Int'l Financial Services Ex Partnership Asell
2010-12-10$500K-$1M
Owner: Joint
Oakmark Fund Isell
2009-03-09$5,099.63
Owner: Self
Oakmark Fund Isell
2009-03-09$3,839.95
Owner: Self
Loomis Sayles Bond Retail Sharessell
2009-03-09$1,810.19
Owner: Self
Harbor Capital Appreciation Inv Clsell
2009-03-09$3,946.76
Owner: Self
FMI Large Cap Fundsell
2009-03-09$15,802.67
Owner: Self
FMI Large Cap Fundsell
2009-03-09$1,128,178
Owner: Self
Loomis Sayles Bond Retail Sharesbuy
2008-12-12$221.46
Owner: Self
PIMCO Developing Local Markets Dbuy
2008-11-04$12,397.08
Owner: Self
Oakmark Fund Ibuy
2008-11-04$1,758.91
Owner: Self
Dreyfus S&P 500 Indexbuy
2008-11-04$1,329.01
Owner: Self
TCW Select Equities Class Nsell
2008-10-04$45,019.17
Owner: Self
PIMCO Commodity Real Return Cl Dsell
2008-10-04$14,803.05
Owner: Self
Harbor International Investor Sharessell
2008-10-04$2,245.85
Owner: Self
Clipperbuy
2008-10-04$3,172.96
Owner: Self
Harbor Capital Appreciation Inv Clbuy
2008-09-05$27,456.27
Owner: Self
TCW Select Equities Class Nsell
2008-08-05$28,539.52
Owner: Self
Harbor International Investor Sharesbuy
2008-07-11$3,357.30
Owner: Self
Clipperbuy
2008-06-11$1,538.54
Owner: Self
TCW Select Equities Class Nbuy
2008-06-02$4,121.60
Owner: Self
Oakmark Global Select Fd Cl Ibuy
2008-06-02$44,524.94
Owner: Self
Thornburg International Value Asell
2008-05-02$19,657.85
Owner: Self
PIMCO Developing Local Mkts Dsell
2008-05-02$2,807.83
Owner: Self
PIMCO Commodity Real Return Cl Dsell
2008-05-02$2,348.56
Owner: Self
Oakmark Fund Isell
2008-05-02$21,286.15
Owner: Self
Harbor International Investor Sharesbuy
2008-05-02$22,262.47
Owner: Self
Prime Fund Capital Reserves Classbuy
2008-03-12$11,653.20
Owner: Self
Prime Fund Capital Reserves Classbuy
2008-03-12$20.10
Owner: Self
Touchstone Sands Capital Select Growth Zsell
2008-02-12$2,774.22
Owner: Self
Oakmark Fund Isell
2008-02-12$8,965.53
Owner: Self
Harbor Capital Appreciation Inv Clsell
2008-02-12$1,865.61
Owner: Self