Congressional Trades › Jake Ellzey
Trade Volume by Year
Estimated from reported brackets
No trades on record.
Top Traded Sectors
By SIC industry of the ticker · 0 trades classified
No sector data.
Recent Trades
Periodic transaction reports · click a stock for its page · every row links the filing
No trades on record for this member.
Net Worth KeyVex estimate
Added up from the value brackets on the annual financial disclosure filed Aug 13, 2026 · Filing ↗
$5.9MAssets disclosed · midpoint$2.7M to $9.2M
$375KDebts disclosed · midpoint$250K to $500K
$5.6MAssets minus debts · midpoint$2.2M to $9.0M
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 Jake Ellzey 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.
By Kind of Asset
Midpoint of the disclosed ranges, in the filer’s own categories
- Bank accounts, money market accounts & CDs7 lines$3.5M
- Mutual funds23 lines$1.2M
- Stock (not publicly traded)1 line$750K
- 529 portfolio2 lines$150K
- Whole/universal life insurance13 lines$146K
- Farms8 lines$89K
- Mineral, oil & solar energy rights1 line$33K
- Other1 line$33K
- Real property4 lines$32K
Largest Disclosed Holdings
The 25 lines with the highest value bracket, exactly as written on the filing
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| FirstBank Southwest Certificates of Deposit | Bank accounts, money market accounts & CDs | — | $1,000,001 - $5,000,000 |
| First Perryton Bancorp, Inc. | Stock (not publicly traded) | — | $500,001 - $1,000,000 |
| RFFTX American Funds 2035 Target Date Retirement Fd Cl R-6 (RFFTX) | Mutual funds | — | $250,001 - $500,000 |
| FirstBank Southwest Money Market Account | Bank accounts, money market accounts & CDs | — | $100,001 - $250,000 |
| Third Coast Bank Certificate of Deposit | Bank accounts, money market accounts & CDs | — | $100,001 - $250,000 |
| VTTHX Vanguard Target Retirement 2035 Fund (VTTHX) | Mutual funds | — | $100,001 - $250,000 |
| FATRX Frost Total Return Bond Fund Investor Class Shares (FATRX) | Mutual funds | — | $50,001 - $100,000 |
| MEIKX MFS Value Fund Class R6 (MEIKX) | Mutual funds | — | $50,001 - $100,000 |
| Navy Federal Credit Union Checking Account | Bank accounts, money market accounts & CDs | Joint | $50,001 - $100,000 |
| Navy Federal Credit Union Savings Account | Bank accounts, money market accounts & CDs | Joint | $50,001 - $100,000 |
| Victory Funds Age-Based Option 14-15: Conservative Portfolio | 529 portfolio | — | $50,001 - $100,000 |
| Victory Funds Age-Based Option 16-17: Very Conservative Portfolio | 529 portfolio | — | $50,001 - $100,000 |
| ARTFX Artisan High Income Fund Investor Shares (ARTFX) | Mutual funds | — | $15,001 - $50,000 |
| CSRIX Cohen & Steers Institutional Realty Shs Inc (CSRIX) | Mutual funds | — | $15,001 - $50,000 |
| DFTEX DFA Intermediate Term Extended Quality Ptf (DFTEX) | Mutual funds | — | $15,001 - $50,000 |
| DFEQX DFA Short-Term Extended Quality Ptf (DFEQX) | Mutual funds | — | $15,001 - $50,000 |
| DFCEX Emerging Markets Core Equity 2 Portfolio (DFCEX) | Mutual funds | — | $15,001 - $50,000 |
| Federated Money Market Fund #117 | Bank accounts, money market accounts & CDs | — | $15,001 - $50,000 |
| Fidelity Advisor Mid Cap II Fund | Mutual funds | — | $15,001 - $50,000 |
| Fidelity Advisor New Insights Fund | Mutual funds | — | $15,001 - $50,000 |
| Fidelity Advisor Small Cap Fund | Mutual funds | — | $15,001 - $50,000 |
| Fidelity Advisory Equity Dividend Income Fund (FIAVX Mutual Fund) | Other | — | $15,001 - $50,000 |
| FICEX Frost Core Growth Equity Fund Insti Class (FICEX) | Mutual funds | — | $15,001 - $50,000 |
| Global Life Insurance #9920 | Whole/universal life insurance | — | $15,001 - $50,000 |
| DFIEX International Core Equity 2 Portfolio (DFIEX) | Mutual funds | — | $15,001 - $50,000 |
Annual Financial Disclosures
Reports on file under Jake Ellzey’s own name, a filing signed by a namesake is not listed
- Annual · 2025House Clerk · filed Aug 13, 2026 · 60 assets, 1 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed Aug 13, 2025Filing ↗
- Amendment · 2023House Clerk · filed Aug 13, 2024Filing ↗
- Amendment · 2023House Clerk · filed Aug 13, 2024Filing ↗
- Annual · 2023House Clerk · filed Aug 13, 2024Filing ↗
- Annual · 2022House Clerk · filed Aug 11, 2023Filing ↗
- Annual · 2021House Clerk · filed Jul 11, 2022Filing ↗
- Amendment · 2020House Clerk · filed Jun 24, 2021Filing ↗
- Other · 2020House Clerk · filed Apr 2, 2021Filing ↗
- Other · 2020House Clerk · filed Apr 1, 2021Filing ↗
- Other · 2017House Clerk · filed Feb 13, 2018Filing ↗
Live Stock Portfolio
An estimate of what Jake Ellzey holds now, rebuilt from every disclosed purchase and sale
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Proposed Legislation
Bills and resolutions Jake Ellzey has sponsored
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Campaign Receipts
What Jake Ellzey’s campaign committee raised and spent, quarter by quarter
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Outside Spending in Support
Committees that spent independently to support Jake Ellzey’s election
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Where Donors Work
Employers named by the itemised individual donors to Jake Ellzey’s campaign, totals by employer, never a person
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Other Candidates in the Race
Every candidate who has reported raising money in the most recent election for this seat, candidates for office are public by their own filing
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Outside Spending Against
Committees that spent independently against Jake Ellzey
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Corporate Donors
PACs and other committees that contributed to Jake Ellzey’s campaign
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