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Congress

Susie Lee

Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.

Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.

Stock growth & value

Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.

Latest stored close
$29.25
ACHC · 2026-10-09 · USD
Stock price change
+$4.96
+20.42% over the displayed dates
Chart dates
2025-10-13 – 2026-10-09
Completed daily price dates

Stock price · move across the chart or use arrow keys

Oct 13, 2025Oct 9, 2026
Starting investment
$10K
2025-10-13 · hypothetical
Investment value
$12K
As of 2026-10-09
Estimated gain / loss
+$2,041.99
+20.42%

Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.

Annual holdings, 2025

Disclosed value ranges from the annual report. These are not current market values.

AssetDisclosed range
Residential Duplex Rental Property at 1035 and 1036 in Georgetown, TX [RP] C: Asset received from divorce and division of assets.$500K – $1M
Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Fidelity Institutional Money Market Funds: Treasury Only Pt Cl I (FSIXX) [MF]$500K – $1M
Residential Duplex Rental Property at 1008 and 1010 in Georgetown, TX [RP] C: Asset received from divorce and division of assets.$250K – $500K
Residential Duplex Rental Property at 1011 and 1015 in Georgetown, TX [RP] C: Asset received from divorce and division of assets.$250K – $500K
Fidelity Investments IRA ⇒ Full House Resorts, Inc. - Common Stock (FLL) [ST] C: Asset transferred from former spouse's individual account as part of divorce settlement.$250K – $500K
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) [EF]$250K – $500K
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) [EF]$250K – $500K
Fidelity Investments IRA ⇒ iShares ESG Advanced Universal USD Bond ETF (EUSB) [EF]$100K – $250K
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Advanced MSCI USA ETF (USXF) [EF]$100K – $250K
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG MSCI KLD 400 ETF (DSI) [EF]$100K – $250K
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) [EF]$100K – $250K
Fidelity Investments IRA ⇒ iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) [EF]$50K – $100K
Fidelity Investments IRA ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) [EF]$50K – $100K
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) [EF]$50K – $100K
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware MSCI EM ETF (ESGE) [EF]$50K – $100K
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware MSCI USA ETF (ESGU) [EF]$50K – $100K
Fidelity Investments IRA ⇒ iShares ESG Advanced MSCI USA ETF (USXF) [EF]$15K – $50K
Fidelity Investments IRA ⇒ iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) [EF]$15K – $50K
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) [EF]$15K – $50K
Fidelity Investments IRA ⇒ iShares ESG Aware MSCI EM ETF (ESGE) [EF]$15K – $50K
Fidelity Investments IRA ⇒ iShares ESG Aware MSCI USA ETF (ESGU) [EF]$15K – $50K
Fidelity Investments IRA ⇒ iShares ESG Aware MSCI USA Value ETF (EVUS) [EF]$15K – $50K
Fidelity Investments IRA ⇒ iShares ESG MSCI KLD 400 ETF (DSI) [EF]$15K – $50K
Fidelity Investments IRA ⇒ iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) [EF]$15K – $50K
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Cash in Account [BA]$15K – $50K
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Franklin Responsibly Sourced Gold ETF (FGDL) [EF]$15K – $50K
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF) [EF]$15K – $50K
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]$15K – $50K
Fidelity Investments IRA ⇒ Fidelity Treasury Money Market Fund (FZFXX) [BA] C: Asset transferred from former spouse's individual account as part of divorce settlement.$1K – $15K
Fidelity Investments IRA ⇒ Franklin Responsibly Sourced Gold ETF (FGDL) [EF]$1K – $15K
Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Cash in Account [OT]$1K – $15K
Fidelity Investments IRA ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]$1K – $15K
Fidelity Investments IRA ⇒ iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) [EF]$1K – $15K
Fidelity Investments Roth IRA ⇒ American Century One Choice 2035 Portfolio - I Class (ARLIX) [MF]$1K – $15K
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Fidelity Treasury Money Market Fund (FZFXX) [MF] C: Asset transferred from former spouse's individual account as part of divorce settlement.$1K – $15K
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) [EF]$1K – $15K
Fidelity Investments IRA ⇒ Fidelity Capital and Income Fund (FAGIX) [MF]Not specified
Fidelity Investments IRA ⇒ iShares ESG Advanced MSCI EAFE ETF (DMXF) [EF]Not specified
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Marriott International - Class A Common Stock (MAR) [ST]Not specified
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Marriott Vacations Worldwide Corporation Common Stock (VAC) [ST]Not specified
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]Not specified
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Starbucks Corporation - Common Stock (SBUX) [ST]Not specified
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Tennant Company Common Stock (TNC) [ST]Not specified
Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Fidelity Treasury Money Market Fund (FZFXX) [MF] C: Asset transferred to SKL Trust Fidelity Brokerage 402 in March 2025.Not specified
Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Full House Resorts, Inc. - Common Stock (FLL) [ST]Not specified
Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] C: Asset transferred to SKL Trust Fidelity Brokerage 402 in March 2025. .Not specified
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Carnival Corporation Ltd. Common Shares (CCL) [ST]Not specified
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Fidelity Magellan (FMAGX) [MF]Not specified
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Franklin S&P 500 Index Fund Class A (SBSPX) [MF]Not specified
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Golden Entertainment, Inc. - Common Stock (GDEN) [ST]Not specified
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒Not specified
iShares ESG Advanced Universal USD Bond ETF (EUSB) [EF]Not specified
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares MSCI Japan Index Fund (EWJ) [EF]Not specified
Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares Core S&P 500 ETF (IVV) [EF]Not specified
Fidelity Investments IRA ⇒ iShares Core S&P 500 ETF (IVV) [EF]Not specified

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