Congress Holdings

All members

Laurel M. Lee

U.S. Representative, Florida district 15 (FL15)

Latest disclosure August 13, 2026: Annual report (FD Original) for 2025, filing 10081525.

Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.

Holdings

From Annual report (FD Original) for 2025, filing 10081525.

As of August 13, 2026, the date it was filed.

Source Original filing (PDF, House Clerk)

Sorted by the lower bound of the disclosed value band, largest band first.

TickerAssetOwnerValue bandSource
AAPL JP Morgan SEP ⇒ Apple Inc. (AAPL) ST Spouse $1,000,001 - $5,000,000 p. 4
BAC JP Morgan SEP ⇒ Bank of America Corporation (BAC) ST Spouse $250,001 - $500,000 p. 4
META JP Morgan SEP ⇒ Meta Platforms, Inc. - Class A (META) ST Spouse $250,001 - $500,000 p. 5
none Tampa Bay Banking Company PS Spouse $100,001 - $250,000 p. 1
GE Charles Schwab 401K ⇒ General Electric Company (GE) ST Spouse $100,001 - $250,000 p. 2
SWVXX Charles Schwab 401K ⇒ Schwab Value Advantage Money Fund (SWVXX) MF Spouse $100,001 - $250,000 p. 2
BACRP JP Morgan SEP ⇒ Bank of America Corp 7% Cumulative Redeemable Preferred Stock (BACRP) ST Spouse $100,001 - $250,000 p. 4
BTZ JP Morgan SEP ⇒ BlackRock Credit Allocation Income Trust (BTZ) MF Spouse $100,001 - $250,000 p. 4
CGMS JP Morgan SEP ⇒ Capital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF (CGMS) EF Spouse $100,001 - $250,000 p. 4
BKLN JP Morgan SEP ⇒ Invesco Senior Loan ETF (BKLN) EF Spouse $100,001 - $250,000 p. 5
USHY JP Morgan SEP ⇒ iShares Broad USD High Yield Corporate Bond ETF (USHY) EF Spouse $100,001 - $250,000 p. 5
PFF JP Morgan SEP ⇒ iShares Preferred and Income Securities ETF (PFF) EF Spouse $100,001 - $250,000 p. 5
SNAXX JP Morgan SEP ⇒ Schwab Value Advantage Money Fund Ultra Shares (SNAXX) MF Spouse $100,001 - $250,000 p. 5
BAC Charles Schwab 401K ⇒ Bank of America Corporation (BAC) ST Spouse $50,001 - $100,000 p. 2
JPM Charles Schwab Account LML ⇒ JP Morgan Chase & Co. (JPM) ST Member $50,001 - $100,000 p. 3
none John Hancock 401K ⇒ Vanguard 500 Index Fund MF Member $50,001 - $100,000 p. 3
T JP Morgan SEP ⇒ AT&T Inc. (T) ST Spouse $50,001 - $100,000 p. 4
RYLD JP Morgan SEP ⇒ Global X Russell 2000 Covered Call ETF (RYLD) EF Spouse $50,001 - $100,000 p. 4
JPM JP Morgan SEP ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST Spouse $50,001 - $100,000 p. 5
NTR JP Morgan SEP ⇒ Nutrien Ltd. Common Shares (NTR) ST Spouse $50,001 - $100,000 p. 5
QCOM JP Morgan SEP ⇒ QUALCOMM Incorporated (QCOM) ST Spouse $50,001 - $100,000 p. 5
HURA TuHURA Biosciences, Inc. - Common Stock (HURA) ST Spouse $15,001 - $50,000 p. 2
BABA Charles Schwab 401K ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) ST Spouse $15,001 - $50,000 p. 2
BA Charles Schwab 401K ⇒ Boeing Company (BA) ST Spouse $15,001 - $50,000 p. 2
NOK Charles Schwab 401K ⇒ Nokia Corporation Sponsored American Depositary Shares (NOK) ST Spouse $15,001 - $50,000 p. 2
WFC Charles Schwab 401K ⇒ Wells Fargo & Company (WFC) ST Spouse $15,001 - $50,000 p. 3
GEV JP Morgan SEP ⇒ GE Vernova Inc. Common Stock (GEV) ST Spouse $15,001 - $50,000 p. 4
GE JP Morgan SEP ⇒ General Electric Company (GE) ST Spouse $15,001 - $50,000 p. 4
NOK JP Morgan SEP ⇒ Nokia Corporation Sponsored American Depositary Shares (NOK) ST Spouse $15,001 - $50,000 p. 5
PFE JP Morgan SEP ⇒ Pfizer, Inc. Common Stock (PFE) ST Spouse $15,001 - $50,000 p. 5
T Charles Schwab 401K ⇒ AT&T Inc. (T) ST Spouse $1,001 - $15,000 p. 2
GEHC Charles Schwab 401K ⇒ GE HealthCare Technologies Inc. - Common Stock (GEHC) ST Spouse $1,001 - $15,000 p. 2
INTC Charles Schwab 401K ⇒ Intel Corporation (INTC) ST Spouse $1,001 - $15,000 p. 2
NTR Charles Schwab 401K ⇒ Nutrien Ltd. Common Shares (NTR) ST Spouse $1,001 - $15,000 p. 2
WBD Charles Schwab 401K ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) ST Spouse $1,001 - $15,000 p. 3
BAC Charles Schwab Account LML ⇒ Bank of America Corporation (BAC) ST Member $1,001 - $15,000 p. 3
CAT Charles Schwab Account LML ⇒ Caterpillar, Inc. (CAT) ST Member $1,001 - $15,000 p. 3
F Charles Schwab Account LML ⇒ Ford Motor Company (F) ST Member $1,001 - $15,000 p. 3
INTC Charles Schwab Account LML ⇒ Intel Corporation (INTC) ST Member $1,001 - $15,000 p. 3
PFE Charles Schwab Account LML ⇒ Pfizer, Inc. (PFE) ST Member $1,001 - $15,000 p. 3
PG Charles Schwab Account LML ⇒ Procter & Gamble Company (PG) ST Member $1,001 - $15,000 p. 3
GEHC JP Morgan SEP ⇒ GE HealthCare Technologies Inc. - Common Stock (GEHC) ST Spouse $1,001 - $15,000 p. 4
HURA JP Morgan SEP ⇒ TuHURA Biosciences, Inc. - Common Stock (HURA) ST Spouse $1,001 - $15,000 p. 5
MOS Charles Schwab Account LML ⇒ Mosaic Company (MOS) ST Member $1 - $1,000 p. 3
IGR JP Morgan SEP ⇒ CBRE Global Real Estate Income Fund Common Shares of Beneficial Interest (IGR) MF Spouse None p. 4
VVR JP Morgan SEP ⇒ Invesco Senior Income Trust Common Stock (VVR) MF Spouse None p. 4

14 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.

2 row(s) on this report give no value band (for example “Undetermined”) and are left out.

Transactions

Every row on this member's periodic transaction reports filed in 2025 and 2026.

Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.

TickerAssetOwnerTypeTransaction dateAmount bandFiled
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) ST Spouse S December 29, 2023 $100,001 - $250,000 August 11, 2025
filing 20030875, p. 1
HURA TuHURA Biosciences, Inc. - Common Stock (HURA) ST Spouse P July 13, 2025 $50,001 - $100,000 August 9, 2025
filing 20030810, p. 1
NOK Nokia Corporation Sponsored American Depositary Shares (NOK) ST Spouse S (partial) May 11, 2026 $15,001 - $50,000 July 19, 2026
filing 20034694, p. 1
NOK Nokia Corporation Sponsored American Depositary Shares (NOK) OP Spouse S July 6, 2026 $1,001 - $15,000 July 19, 2026
filing 20034694, p. 1
NOK Nokia Corporation Sponsored American Depositary Shares (NOK) OP Spouse S July 6, 2026 $1,001 - $15,000 July 19, 2026
filing 20034694, p. 1
GE GE Aerospace Common Stock (GE) OP Spouse S June 16, 2026 $1,001 - $15,000 July 19, 2026
filing 20034694, p. 1
BAC Bank of America Corporation Common Stock (BAC) ST Spouse S (partial) June 2, 2026 $1,001 - $15,000 July 19, 2026
filing 20034694, p. 1
NOK Nokia Corporation Sponsored American Depositary Shares (NOK) ST Spouse S (partial) June 2, 2026 $1,001 - $15,000 July 19, 2026
filing 20034694, p. 1
NVO Novo Nordisk A/S Common Stock (NVO) ST Spouse S (partial) May 8, 2025 $1,001 - $15,000 June 22, 2025
filing 20030458, p. 1
WBD Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) ST Spouse S November 29, 2024 $1,001 - $15,000 August 11, 2025
filing 20030875, p. 1
WBD Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) ST Spouse S (partial) November 29, 2024 $1,001 - $15,000 January 7, 2025
filing 20026513, p. 1
HURA TuHURA Biosciences, Inc. - Common Stock (HURA) ST Spouse P November 25, 2024 $1,001 - $15,000 January 7, 2025
filing 20026513, p. 1

Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.

Filings on record

Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.

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