Filing ID #10015243 financial DiScloSure report
Clerk of the House of Representatives • Legislative Resource Center • 135 Cannon Building • Washington, DC 20515 filer information name: Chrissy Houlahan Status: Congressional Candidate State/District: Pa06
filing information filing type: Candidate Report filing year: 2017 filing Date: 08/14/2017 period covered: 01/01/2015– 12/31/2016
ScheDule a: aSSetS anD "unearneD" income
asset owner Value of asset income income income type(s) current year to preceding filing year
Bank accounts ⇒ JT $15,001 - $50,000 None Wells Fargo
Bart and Christina Houlahan 03694 ⇒ JT $15,001 - $50,000 None aB Discovery Growth
DEsCRIPTIoN: Bernstein Fund
Bart and Christina Houlahan 03694 ⇒ JT $15,001 - $50,000 None aB Discovery Value Fund aDV
DEsCRIPTIoN: Bernstein fund
Bart and Christina Houlahan 03694 ⇒ JT $15,001 - $50,000 Dividends $201 - $1,000 None aB International small Cap Portfolio aDV CL(1)
DEsCRIPTIoN: Not held December 31,2015
Bart and Christina Houlahan 03694 ⇒ JT $50,001 - Dividends $201 - $1,000 None aB International strategic Equities Portfolio aDV $100,000 CL(1)
DEsCRIPTIoN: Not held December 31, 2015
Bart and Christina Houlahan 03694 ⇒ JT $15,001 - $50,000 None asset owner Value of asset income income income type(s) current year to preceding filing year aB small Cap Core Portfolio aDV CL
DEsCRIPTIoN: Bernstein Fund
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None adobe systems Incorporated (aDBE)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None aetna Inc. (aET)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None alexion Pharmaceuticals, Inc. (aLXN)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None allstate Corporation (aLL)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None alphabet Inc. - Class a (GooGL)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None alphabet Inc. - Class C Capital stock (GooG)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 Dividends $201 - $1,000 $201 - altria Group, Inc. (Mo) $1,000
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 Dividends $201 - $1,000 $1 - $200 american Electric Power Company, Inc. (aEP)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None american International Group, Inc. New (aIG)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 Dividends $201 - $1,000 $201 - apple Inc. (aaPL) $1,000
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Bank of america Corporation (BaC)
Bart and Christina Houlahan 03694 ⇒ JT $250,001 - Dividends $5,001 - $5,001 - Bernstein Diversified Municipal Portfolio $500,000 $15,000 $15,000
DEsCRIPTIoN: Bond Portfolio
Bart and Christina Houlahan 03694 ⇒ JT $15,001 - $50,000 None Bernstein Emerging Markets Portfolio
DEsCRIPTIoN: Bernstein Fund asset owner Value of asset income income income type(s) current year to preceding filing year Bart and Christina Houlahan 03694 ⇒ JT $50,001 - Dividends $1,001 - $2,500 $2,501 - Bernstein Tax-Managed International Portfolio $100,000 $5,000
DEsCRIPTIoN: Bernstein Fund
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Biogen Inc. (BIIB)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Capital one Financial Corporation (CoF)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Cigna Corporation (CI)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Cisco systems, Inc. (CsCo)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Comcast Corporation - Class a (CMCsa)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Costco Wholesale Corporation (CosT)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None CVs Health Corporation (CVs)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Delta air Lines, Inc. (DaL)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Devon Energy Corporation (DVN)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Discover Financial services (DFs)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Dollar General Corporation (DG)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Dow Chemical Company (DoW)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Dr Pepper snapple Group, Inc Dr Pepper snapple Group, Inc (DPs) asset owner Value of asset income income income type(s) current year to preceding filing year Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Eaton Corporation, PLC ordinary shares (ETN)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None eBay Inc. (EBaY)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Edison International (EIX)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Edwards Lifesciences Corporation (EW)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None EoG Resources, Inc. (EoG)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 Dividends $201 - $1,000 None Exxon Mobil Corporation (XoM)
DEsCRIPTIoN: Not held December 31, 2015
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Facebook, Inc. - Class a (FB)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Fiserv, Inc. (FIsV)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None General Electric Company (GE)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Gilead sciences, Inc. (GILD)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Halliburton Company (HaL)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Helmerich & Payne, Inc. (HP)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Hess Corporation (HEs)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Hewlett Packard Enterprise Company (HPE)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None asset owner Value of asset income income income type(s) current year to preceding filing year Home Depot, Inc. (HD)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Honeywell International Inc. (HoN)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None HP Inc. (HPQ)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Intel Corporation (INTC)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None International Business Machines Corporation (IBM)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Intuitive surgical, Inc. (IsRG)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Johnson & Johnson (JNJ)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Kroger Company (KR)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None L3 Technologies, Inc. (LLL)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Magna International, Inc. (MGa)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None McKesson Corporation (MCK)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Merck & Company, Inc. Common stock (MRK)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 Dividends $201 - $1,000 $201 - Microsoft Corporation (MsFT) $1,000
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Nielsen N.V. ordinary shares (NLsN)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Nike, Inc. (NKE) asset owner Value of asset income income income type(s) current year to preceding filing year
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Nisource Inc (NI)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Northrop Grumman Corporation (NoC)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None oneMain Holdings, Inc. (oMF)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None oracle Corporation (oRCL)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None oshkosh Corporation (osK)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Palo alto Networks, Inc. (PaNW)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Pepsico, Inc. (PEP)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 Dividends $201 - $1,000 $201 - Pfizer, Inc. (PFE) $1,000
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Progressive Corporation (PGR)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Ross stores, Inc. (RosT)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None schlumberger N.V. (sLB)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None sealed air Corporation (sEE)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None starbucks Corporation (sBUX)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None synchrony Financial (sYF)
Bart and Christina Houlahan 03694 ⇒ JT $100,001 - Dividends $1,001 - $2,500 $1,001 - Tax aware overlay a Portfolio Class 1 $250,000 $2,500 asset owner Value of asset income income income type(s) current year to preceding filing year
DEsCRIPTIoN: Dynamic asset allocation
Bart and Christina Houlahan 03694 ⇒ JT $100,001 - Dividends $1,001 - $2,500 $2,501 - Tax aware overlay B Portfolio Class 1 $250,000 $5,000
DEsCRIPTIoN: Dynamic asset allocation
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Texas Instruments Incorporated (TXN)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None The Priceline Group Inc. (PCLN)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None T-Mobile Us, Inc. (TMUs)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Tyson Foods, Inc. (TsN)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None U.s. Bancorp (UsB)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None United Technologies Corporation (UTX)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None UnitedHealth Group Incorporated Common stock (UNH)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 Dividends $201 - $1,000 $201 - Verizon Communications Inc. (VZ) $1,000
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Visa Inc. (V)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Walt Disney Company (DIs)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 Dividends $201 - $1,000 $201 - Wells Fargo & Company (WFC) $1,000
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None Xerox Corporation (XRX)
Bart and Christina Houlahan 03694 ⇒ JT $1,001 - $15,000 None asset owner Value of asset income income income type(s) current year to preceding filing year Xilinx, Inc. (XLNX)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None aB Discovery Growth Fund aDV
DEsCRIPTIoN: Managed Portfolio
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None aB Discovery Value Fund - aDV
DEsCRIPTIoN: Managed Portfolio
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None aB small Cap Core Portfolio aDV CL
DEsCRIPTIoN: Managed Portfolio
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1 - $1,000 None adobe systems Incorporated (aDBE)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None aetna Inc. (aET)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None alexion Pharmaceuticals, Inc. (aLXN)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None allstate Corporation (aLL)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None alphabet Inc. - Class a (GooGL)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None alphabet Inc. - Class C Capital stock (GooG)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None altria Group, Inc. (Mo)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None american Electric Power Company, Inc. (aEP)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None american International Group, Inc. New (aIG)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None apple Inc. (aaPL) asset owner Value of asset income income income type(s) current year to preceding filing year Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None applied Materials, Inc. (aMaT)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Bank of america Corporation (BaC)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $15,001 - $50,000 None Bernstein Emerging Markets Portfolio (1)
DEsCRIPTIoN: Managed Portfolio
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $50,001 - Dividends $1,001 - $2,500 $1,001 - Bernstein Tax Managed International Portfolio $100,000 $2,500 (1)
DEsCRIPTIoN: Managed Portfolio
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Biogen Inc. (BIIB)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Capital one Financial Corporation (CoF)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Cardinal Health, Inc. (CaH)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Cigna Corporation (CI)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Cisco systems, Inc. (CsCo)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Comcast Corporation - Class a (CMCsa)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Computer sciences Corporation (CsC)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Costco Wholesale Corporation (CosT)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None CVs Health Corporation (CVs)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Delta air Lines, Inc. (DaL) asset owner Value of asset income income income type(s) current year to preceding filing year
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Devon Energy Corporation (DVN)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Discover Financial services (DFs)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Dollar General Corporation (DG)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Dow Chemical Company (DoW)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Dr Pepper snapple Group, Inc Dr Pepper snapple Group, Inc (DPs)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Eaton Corporation, PLC ordinary shares (ETN)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None eBay Inc. (EBaY)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Edison International (EIX)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Edwards Lifesciences Corporation (EW)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None EoG Resources, Inc. (EoG)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Estee Lauder Companies, Inc. (EL)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Exxon Mobil Corporation (XoM)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Facebook, Inc. - Class a (FB)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Fiserv, Inc. (FIsV)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None asset owner Value of asset income income income type(s) current year to preceding filing year Gilead sciences, Inc. (GILD)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1 - $1,000 None Halliburton Company (HaL)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Helmerich & Payne, Inc. (HP)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Hess Corporation (HEs)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Hewlett Packard Enterprise Company (HPE)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Home Depot, Inc. (HD)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Honeywell International Inc. (HoN)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None HP Inc. (HPQ)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Intel Corporation (INTC)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None International Business Machines Corporation (IBM)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Intuitive surgical, Inc. (IsRG)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Johnson & Johnson (JNJ)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP None None Kimberly-Clark Corporation (KMB)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Kroger Company (KR)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None L3 Technologies, Inc. (LLL) asset owner Value of asset income income income type(s) current year to preceding filing year
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Magna International, Inc. (MGa)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Merck & Company, Inc. Common stock (MRK)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Microsoft Corporation (MsFT)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Nielsen N.V. ordinary shares (NLsN)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Nike, Inc. (NKE)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Nisource Inc (NI)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Northrop Grumman Corporation (NoC)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None oneMain Holdings, Inc. (oMF)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None oracle Corporation (oRCL)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None oshkosh Corporation (osK)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Palo alto Networks, Inc. (PaNW)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Pepsico, Inc. (PEP)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Pfizer, Inc. (PFE)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Progressive Corporation (PGR)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Ross stores, Inc. (RosT) asset owner Value of asset income income income type(s) current year to preceding filing year
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None schlumberger N.V. (sLB)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None sealed air Corporation (sEE)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None starbucks Corporation (sBUX)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None synchrony Financial (sYF)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Texas Instruments Incorporated (TXN)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None The Priceline Group Inc. (PCLN)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None T-Mobile Us, Inc. (TMUs)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Tyson Foods, Inc. (TsN)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None U.s. Bancorp (UsB)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None United Technologies Corporation (UTX)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None UnitedHealth Group Incorporated Common stock (UNH)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Verizon Communications Inc. (VZ)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Visa Inc. (V)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Walt Disney Company (DIs) asset owner Value of asset income income income type(s) current year to preceding filing year Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 Dividends $201 - $1,000 $1 - $200 Wells Fargo & Company (WFC)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Xerox Corporation (XRX)
Barton W. Houlahan Irrevocable Trust 33482 ⇒ sP $1,001 - $15,000 None Xilinx, Inc. (XLNX)
Christina J Houlahan IRa 13743 ⇒ $50,001 - None aB Wealth appreciation strategy advisor Class 1 $100,000
DEsCRIPTIoN: IRa Holding
Christina J Houlahan IRa 13743 ⇒ $15,001 - $50,000 None alliance Berstein all Market R Class 1(1)
DEsCRIPTIoN: IRa Real asset securities.
Christina J Houlahan Trust 50974 ⇒ $1,001 - $15,000 None Bernstein short Dur DVsFD Municipal Portfolio
DEsCRIPTIoN: Bond holdings in Trust
Patient Capital Collaborative ⇒ sP $15,001 - $50,000 None Patient Capital Collaborative
DEsCRIPTIoN: Partnership
springboard Collaborative 403(b) Plan $1,001 - $15,000 None
DEsCRIPTIoN: Retirement Plan
* asset class details available at the bottom of this form.
ScheDule c: earneD income
Source type amount amount current year to preceding year filing
springboard Collaborative salary $.00 $102,154.00
springborad Collaborative Consulting Income $.00 $6,462.00
B Lab spouse salary N/a N/a
ScheDule D: liabilitieS owner creditor Date incurred type amount of liability
JT Barclay MasterCard December 2016 Credit Card Balance 12/31/1026 $15,001 - $50,000
ScheDule e: poSitionS None disclosed.
ScheDule f: agreementS None disclosed.
ScheDule J: compenSation in exceSS of $5,000 paiD by one Source None disclosed.
ScheDule a aSSet claSS DetailS
Bank accounts (owner: JT) LoCaTIoN: Us Bart and Christina Houlahan 03694 (owner: JT) LoCaTIoN: Us Barton W. Houlahan Irrevocable Trust 33482 (owner: sP) Christina J Houlahan IRa 13743 Christina J Houlahan Trust 50974 Patient Capital Collaborative (owner: sP) LoCaTIoN: Us DEsCRIPTIoN: Partnership
excluSionS of SpouSe, DepenDent, or truSt information trusts: Details regarding "Qualified Blind Trusts" approved by the Committee on Ethics and certain other "excepted trusts" need not be disclosed. Have you excluded from this report details of such a trust benefiting you, your spouse, or dependent child? nmlkj Yes nmlkji No exemption: Have you excluded from this report any other assets, "unearned" income, transactions, or liabilities of a spouse or dependent child because they meet all three tests for exemption? nmlkj Yes nmlkji No certification anD Signature
gfedcb I CERTIFY that the statements I have made on the attached Financial Disclosure Report are true, complete, and correct to the best of my knowledge and belief.
Digitally Signed: Chrissy Houlahan , 08/14/2017