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
Why there is no headline figure. At the midpoints of the brackets the listed debts match or exceed the listed assets, so the arithmetic that would give a figure gives nothing above zero. That is usually the form, not the person: a member must list the mortgage on their home and need not list the home. Both sums are below.
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 Haley M. Stevens 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
- Mutual funds4 lines$191K
- Exchange-traded funds4 lines$124K
- Bank accounts, money market accounts & CDs5 lines$25K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| GSFTX Columbia Dividend Income Fund Class I (GSFTX) | Mutual funds | — | $50,001 - $100,000 |
| FINSX Fidelity Advisor New Insights Fund: Class I (FINSX) | Mutual funds | — | $50,001 - $100,000 |
| VIG Vanguard Div Appreciation ETF (VIG) | Exchange-traded funds | — | $50,001 - $100,000 |
| JPMorgan Liquid Assets Money Market Fund Capital Shares (CJLXX) | Mutual funds | — | $15,001 - $50,000 |
| VIG Vanguard Div Appreciation ETF (VIG) | Exchange-traded funds | — | $15,001 - $50,000 |
| FINFX Fundamental Investors, Class F-2 Shares (FINFX) | Mutual funds | — | $1,001 - $15,000 |
| JPST JPMorgan Ultra-Short Income ETF (JPST) | Exchange-traded funds | — | $1,001 - $15,000 |
| PNC Bank Checking Account | Bank accounts, money market accounts & CDs | — | $1,001 - $15,000 |
| PNC Bank Savings Account | Bank accounts, money market accounts & CDs | — | $1,001 - $15,000 |
| RJ Bank Deposit Program | Bank accounts, money market accounts & CDs | — | $1,001 - $15,000 |
| VIG Vanguard Div Appreciation ETF (VIG) | Exchange-traded funds | — | $1,001 - $15,000 |
| RJ Bank Deposit Program | Bank accounts, money market accounts & CDs | — | $1 - $1,000 |
| RJ Bank Deposit Program | Bank accounts, money market accounts & CDs | — | $1 - $1,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed May 15, 2026 · 13 assets, 3 liabilities parsedFiling ↗
- Amendment · 2024House Clerk · filed Aug 13, 2025Filing ↗
- Annual · 2024House Clerk · filed Aug 13, 2025Filing ↗
- Annual · 2023House Clerk · filed Aug 9, 2024Filing ↗
- Annual · 2022House Clerk · filed Jul 31, 2023Filing ↗
- Annual · 2021House Clerk · filed Aug 9, 2022Filing ↗
- Amendment · 2020House Clerk · filed Aug 11, 2021Filing ↗
- Annual · 2020House Clerk · filed Aug 11, 2021Filing ↗
- Amendment · 2019House Clerk · filed Aug 13, 2020Filing ↗
- Annual · 2019House Clerk · filed Aug 13, 2020Filing ↗
- New Filer · 2019House Clerk · filed Aug 13, 2019Filing ↗
- Other · 2017House Clerk · filed May 14, 2018Filing ↗
- Other · 2016House Clerk · filed Aug 24, 2017Filing ↗