Trade Volume by Year
No trades on record.
Top Traded Sectors
No sector data.
Recent Trades
No trades on record for this member.
Net Worth KeyVex estimate
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Mike Carey reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
An amendment to this report was filed Aug 18, 2026; it is linked below and is not part of this sum.
By Kind of Asset
- Exchange-traded funds34 lines$514K
- Other2 lines$375K
- Stock (not publicly traded)1 line$375K
- Mutual funds24 lines$274K
- Ownership interest (trade or business)1 line$175K
- IRA (held in cash)1 line$75K
- Bank accounts, money market accounts & CDs4 lines$25K
- 529 prepaid tuition plan2 lines$16K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| New York Life Securities | Stock (not publicly traded) | Spouse | $250,001 - $500,000 |
| Vanguard Institutional Target Retirement 2035 | Other | — | $250,001 - $500,000 |
| City Park Interior, LLC, 100% Interest | Ownership interest (trade or business) | Spouse | $100,001 - $250,000 |
| IUSG iShares Core S&P U.S. Growth ETF (IUSG) | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| IUSV iShares Core S&P U.S. Value ETF (IUSV) | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| Rea Wealth Management | IRA (held in cash) | — | $50,001 - $100,000 |
| GSFTX Columbia Dividend Income Fund Class I (GSFTX) | Mutual funds | Spouse | $15,001 - $50,000 |
| ESIIX Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX) | Mutual funds | Spouse | $15,001 - $50,000 |
| FAGCX Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX) | Mutual funds | Spouse | $15,001 - $50,000 |
| GSIMX Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX) | Mutual funds | Spouse | $15,001 - $50,000 |
| USIG iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | Exchange-traded funds | Spouse | $15,001 - $50,000 |
| GOVT iShares U.S. Treasury Bond ETF (GOVT) | Exchange-traded funds | Spouse | $15,001 - $50,000 |
| PVAL Putnam Focused Large Cap Value ETF (PVAL) | Exchange-traded funds | Spouse | $15,001 - $50,000 |
| VEA Vanguard FTSE Developed Markets ETF (VEA) | Exchange-traded funds | Spouse | $15,001 - $50,000 |
| VWO Vanguard FTSE Emerging Markets ETF (VWO) | Exchange-traded funds | Spouse | $15,001 - $50,000 |
| VTWO Vanguard Russell 2000 ETF (VTWO) | Exchange-traded funds | Spouse | $15,001 - $50,000 |
| WIPIX Allspring Core Plus Bond Fund Class Institutional (WIPIX) | Mutual funds | Spouse | $1,001 - $15,000 |
| WIPIX Allspring Core Plus Bond Fund Inst Class (WIPIX) | Mutual funds | Spouse | $1,001 - $15,000 |
| BUPXX BlackRock Liquidity Funds FedFund - Premier (BUPXX) | Mutual funds | Spouse | $1,001 - $15,000 |
| Cash | Bank accounts, money market accounts & CDs | Spouse | $1,001 - $15,000 |
| GSFTX Columbia Dividend Income Fund Class I (GSFTX) | Mutual funds | Spouse | $1,001 - $15,000 |
| RECS Columbia Research Enhanced Core ETF (RECS) | Exchange-traded funds | Spouse | $1,001 - $15,000 |
| RECS Columbia Research Enhanced Core ETF (RECS) | Exchange-traded funds | Spouse | $1,001 - $15,000 |
| Conrad 529 | 529 prepaid tuition plan | Spouse | $1,001 - $15,000 |
| ESIIX Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX) | Mutual funds | Spouse | $1,001 - $15,000 |
Annual Financial Disclosures
- Amendment · 2025House Clerk · filed Aug 18, 2026 · 73 assets, 0 liabilities parsedFiling ↗
- Annual · 2025House Clerk · filed Aug 13, 2026 · 69 assets, 0 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed Aug 13, 2025Filing ↗
- Annual · 2023House Clerk · filed Aug 13, 2024Filing ↗
- Annual · 2022House Clerk · filed Aug 13, 2023Filing ↗
- New Filer · 2022House Clerk · filed Aug 12, 2022Filing ↗
- Amendment · 2020House Clerk · filed Aug 3, 2021Filing ↗
- Other · 2020House Clerk · filed Jul 2, 2021Filing ↗
