$HRB · H&R Block, Inc. Congress Trades

Hon. Valerie Hoyle (OR-04) executed a comprehensive portfolio rebalancing on 09/23/2025, selling 87 stocks from her Fidelity Rollover IRA. Major sales included Microsoft ($15,001-$50,000), Meta Platforms ($15,001-$50,000), Apple ($15,001-$50,000), Broadcom ($15,001-$50,000), Amazon ($15,001-$50,000), Alphabet Class A ($15,001-$50,000), and Alphabet Class C ($1,001-$15,000), alongside purchases of Amazon, GoDaddy, LVMH, and McKesson earlier in September.

Hon. Valerie Hoyle (OR-04) executed a large number of stock transactions totaling dozens of purchases and sales across a diversified portfolio of major blue-chip companies including GOOGL, AMZN, AAPL, MMM, and many others, with individual transactions ranging from $1,001-$15,000, all conducted within her Fidelity Rollover IRA.

Hon. Gilbert Cisneros conducted extensive trading activity through the 150 Main Street Trust in April 2020, with over 100 transactions across major blue-chip stocks and ETFs. The majority of transactions ranged from $1,001-$15,000, with a few larger positions including Trane Technologies ($15,001-$50,000), AON PLC ($15,001-$50,000), and Uber Technologies ($15,001-$50,000). The portfolio activity included significant purchases and partial sales across sectors including technology, finance, industrials, healthcare, and consumer goods.

Hon. Gilbert Cisneros (CA-39) executed a substantial portfolio rebalancing through the 150 Main Street Trust during March-April 2020, trading over 100 diverse securities including major positions in technology (GOOGL, GOOG), financials (C, JPM), industrials (CAT, BA), and other sectors, with transaction amounts ranging from $1,001-$250,000 and including a notable $100,001-$250,000 sale of California Department of Water Resources bonds.