Annual financial disclosures
This page lists the annual financial disclosures filings KeyVex holds, published from 2012-01-13. It is not certified complete against the source agency's own index.
Amendment status is not available for House filings. A filing listed here may since have been amended.
Party and district are not shown: those fields are not yet populated for every filer, and an incorrect affiliation beside a person's name would be worse than omitting it.
2026-09-02 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Amwins $500,001 - $1,000,000 DividendsNone$100,001 - Cash - Chase Checking $1,000,001 - $5,000,000 · None Cash - Wells Fargo Checking $500,001 - $1,000,000 · None Vine Projects Undetermined · None Cash no value stated $1,001 - $15,000None GP Interest - DOFVI $100,001 - $250,000 · None UNIX and GNU $5,000,001 - $25,000,000 · None JTSXX $1,000,001 - $5,000,000 InterestNone$100,001 - LP Interest - DGFII $5,000,001 - $25,000,000 · None LP Interest - DOFI-VI and co-invests $1,000,001 - $5,000,000 · Capital Gains, Dividends None$100,001 - Cash $50,001 - $100,000 · None LP Interest - DOFV $50,001 - $100,000 · None LP Interest - TBC Castle Global $250,001 - $500,000 · None 19668 - Aggressive Portfolio (Index) $500,001 - $1,000,000 · None Cash $500,001 - $1,000,000 · None SCAXX $1,000,001 - $5,000,000 InterestNone$100,001 - SCAXX $1,000,001 - $5,000,000 InterestNone$100,001 - SCBP1 $1,000,001 - $5,000,000 · None LP Interest - Virtu QOFII $500,001 - $1,000,000 · None
Original filing document
2026-09-02 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Apple Inc. - Common Stock (AAPL) $15,001 - $50,000 · Tax-Deferred Carnival Corporation Ltd. Common Shares (CCL) $1,001 - $15,000 · Tax-Deferred Space Exploration Technologies Corp. - Class A Common Stock (SPCX) $1,001 - $15,000 · Tax-Deferred SWVXX $50,001 - $100,000 · Tax-Deferred Alphabet Inc. - Class C Capital Stock (GOOG) no value stated $1,001 - $15,000Tax-Deferred Amazon.com, Inc. - Common Stock (AMZN) no value stated $1,001 - $15,000Tax-Deferred Apple Inc. - Common Stock (AAPL) no value stated $1,001 - $15,000Tax-Deferred Meta Platforms, Inc. - Class A Common Stock (META) no value stated $1,001 - $15,000Tax-Deferred Microsoft Corporation - Common Stock (MSFT) no value stated $1,001 - $15,000Tax-Deferred NVIDIA Corporation - Common Stock (NVDA) no value stated $1,001 - $15,000Tax-Deferred Space Exploration Technologies Corp. - Class A Common Stock (SPCX) no value stated $1,001 - $15,000Tax-Deferred Tesla, Inc. - Common Stock (TSLA) no value stated $1,001 - $15,000Tax-Deferred SPDR Gold MiniShares Trust (GLDM) $50,001 - $100,000 · Tax-Deferred SPDR Gold MiniShares Trust (GLDM) $100,001 - $250,000 · Tax-Deferred Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) $100,001 - $250,000 · Tax-Deferred Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) $1,000,001 - $5,000,000 · Tax-Deferred Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) $1,000,001 - $5,000,000 · Tax-Deferred Vanguard Value Index Fd Admiral Shs (VVIAX) $100,001 - $250,000 · Tax-Deferred
Original filing document
2026-09-02 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2025 Chamber house Apple Inc. - Common Stock (AAPL) $15,001 - $50,000 · Tax-Deferred Carnival Corporation Ltd. Common Shares (CCL) $1,001 - $15,000 · Tax-Deferred SWVXX $50,001 - $100,000 · Tax-Deferred Alphabet Inc. - Class C Capital Stock (GOOG) no value stated $1,001 - $15,000Tax-Deferred Amazon.com, Inc. - Common Stock (AMZN) no value stated $1,001 - $15,000Tax-Deferred Apple Inc. - Common Stock (AAPL) no value stated $1,001 - $15,000Tax-Deferred Meta Platforms, Inc. - Class A Common Stock (META) no value stated $1,001 - $15,000Tax-Deferred Microsoft Corporation - Common Stock (MSFT) no value stated $1,001 - $15,000Tax-Deferred NVIDIA Corporation - Common Stock (NVDA) no value stated $1,001 - $15,000Tax-Deferred Tesla, Inc. - Common Stock (TSLA) no value stated $1,001 - $15,000Tax-Deferred Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) $100,001 - $250,000 · Tax-Deferred Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) $100,001 - $250,000 · Tax-Deferred Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) $1,000,001 - $5,000,000 · Tax-Deferred Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) $1,000,001 - $5,000,000 · Tax-Deferred
Original filing document
2026-08-31 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Rental Property $100,001 - $250,000 · Rent/Royalties · $15,001 - $50,000
Original filing document
2026-08-31 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house
Original filing document
2026-08-29 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Calvert Global Water Fund Class A (CFWAX) $100,001 - $250,000 · None Capitol One Checking Giving $1,001 - $15,000 · Interest Capitol One Checking Savings $15,001 - $50,000 · Interest Capitol One Savings $1,001 - $15,000 · Interest Church Planting in Post-Christian Soil no value stated DUPACO Accounts for Virginia $1,001 - $15,000 · None IPERS $15,001 - $50,000 · None Parnassus Core Equity Fund-Investor Shares (PRBLX)SP$50,001 -None $100,000 asset no value stated $1,001 - $15,000None UMB Bank Checking $1,001 - $15,000 · None Vanguard Cash Plus Account $1,001 - $15,000 · None Vanguard ESG International Stock ETF (VSGX) $15,001 - $50,000 · None Vanguard ESG International Stock ETF (VSGX) $1,001 - $15,000 · None Vanguard Federal Money Market Fund $15,001 - $50,000 · None (VFTAX) $1,001 - $15,000 · None (VFTAX) $15,001 - $50,000 · None Shares (VESGX) $50,001 - $100,000 · None Shares (VEIGX) no value stated $1,001 - $15,000None $1 - $1,000 · None Shares (VWICX) $1 - $1,000 · None Vanguard Morningstar Growth ETF (VUG) $1,001 - $15,000 · None
Original filing document
2026-08-28 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house
Original filing document
2026-08-27 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
This filing was submitted on paper. The schedules are not machine-readable, so no assets or liabilities are listed here — read the original document.
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house
Original filing document
2026-08-27 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house
Original filing document
2026-08-26 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate First Louisiana Investment Properties LLC - JK has 1/3 interest -- ILCB - Mstar Large-Cap Ishares ETF $100,001 - $250,000 · Dividends · $1,001 - $2,500 Chase Bank $1,001 - $15,000 · None · None (or less than $201) 5005 Main St $100,001 - $250,000 · Rent/Royalties · $2,501 - $5,000 4312 Marshall Street $1,001 - $15,000 · None · None (or less than $201) IVV - iShares Core S&P 500 ETF $1,001 - $15,000 · Dividends · None (or less than $201) VOO - S&P 500 ETF Vanguard $50,001 - $100,000 · Dividends · $201 - $1,000 5037 Main St. $100,001 - $250,000 · Rent/Royalties · $5,001 - $15,000 3150 Church Street, Zachary, LA 70791 $250,001 - $500,000 · Rent/Royalties · $5,001 - $15,000 1520 Main Street, Baker LA $50,001 - $100,000 · Rent/Royalties · $2,501 - $5,000 102 acres, Church Street $1,000,001 - $5,000,000 · Rent/Royalties · $201 - $1,000 Lot A, Zachary Heights, Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 3, 38th St. Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 4, 38th St. Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 2, Creech sub., Old Weis Rd., Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 3, Creech sub., Old Weis Rd., Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 4, Creech sub., Old Weis Rd., Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 5, Creech sub., Old Weis Rd., Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 6, Creech sub., Old Weis Rd., Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 42, Meadowood Hills Sub., Slaughter, LA $15,001 - $50,000 · None · None (or less than $201) Lot 43, Meadowood Hills Sub., Slaughter, LA $1,001 - $15,000 · None · None (or less than $201) Lot 50, Meadowood Hills Sub., Slaughter, LA $1,001 - $15,000 · None · None (or less than $201) Lot 115, Meadowood Hills Sub., Slaughter, LA $1,001 - $15,000 · None · None (or less than $201) 6 acres, Slaughter, LA $1,001 - $15,000 · None · None (or less than $201) Lot 133, Zachary Heights, Zachary LA $1,001 - $15,000 · None · None (or less than $201) MRK - Merck & Co $1,001 - $15,000 · Dividends · None (or less than $201) Capital One Bank $1,001 - $15,000 · None · None (or less than $201) Capital One Bank $1,001 - $15,000 · None · None (or less than $201) Mineral royalty interest, Livingston Parish, LA $1,001 - $15,000 · Rent/Royalties · None (or less than $201) APK Minerals LLC - JK has 1/3 interest -- Minerals, Wilkinson & Amite County, MS $1,001 - $15,000 · None · None (or less than $201) Louisiana Public Employees Deferred Compensation Plan -- Charles Schwab PCRA Brokerage Account -- QQQ - Invesco QQQ Trust, Series 1 $100,001 - $250,000 · Dividends · $1,001 - $2,500 IVV - iShares Core S&P 500 $500,001 - $1,000,000 · Dividends · $5,001 - $15,000 SCHF - Schwab Intl Equity ETF $1,001 - $15,000 · Dividends · $201 - $1,000 BKTSX - Ishares Total U.S. Stock Market Index Fund - Cla None (or less than $1,001) · None · None (or less than $201) iShares MSCI Total International Index K $500,001 - $1,000,000 · None · None (or less than $201) Charles Schwab IRA -- ILCB - Mstar Large-Cap Ishares ETF $100,001 - $250,000 · Dividends · $1,001 - $2,500 … 97 further assets are in the source document
Original filing document
2026-08-25 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Texas Blind Trust -- Asset of Texas Blind Trust Res Prop 523 $250,001 - $500,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 615 $250,001 - $500,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 833 $500,001 - $1,000,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 180 $250,001 - $500,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 218 $1,000,001 - $5,000,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 142 $250,001 - $500,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 104 $500,001 - $1,000,000 · None · None (or less than $201) Asset of Texas Blind Trust Undeveloped Land $1,000,001 - $5,000,000 · None · None (or less than $201) DFEMX - Emerging Markets Portfolio - EMERGING MARKETS PORTFOLIO - INSTITUTIONAL CLASS $15,001 - $50,000 · None · None (or less than $201) DFEVX - EMERGING MARKETS VALUE PORTFOLIO - EMERGING MARKETS VALUE PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFISX - INTERNATIONAL SMALL COMPANY PORTFOLIO - INTERNATIONAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS $50,001 - $100,000 · None · None (or less than $201) DFIVX - DFA INTERNATIONAL VALUE PORTFOLIO - DFA INTERNATIONAL VALUE PORTFOLIO- INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFLVX - U.S. LARGE CAP VALUE PORTFOLIO - U.S. LARGE CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS $250,001 - $500,000 · None · None (or less than $201) DFREX - DFA REAL ESTATE SECURITIES PORTFOLIO - DFA REAL ESTATE SECURITIES PORTFOLIO - INSTITUTIONAL CLASS $100,001 - $250,000 · None · None (or less than $201) DFSCX - U.S. MICRO CAP PORTFOLIO - U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS $100,001 - $250,000 · None · None (or less than $201) DFSVX - U.S. SMALL CAP VALUE PORTFOLIO - U.S. SMALL CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS $100,001 - $250,000 · None · None (or less than $201) DFUSX - U.S. LARGE COMPANY PORTFOLIO $250,001 - $500,000 · None · None (or less than $201) DISVX - DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO - DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) VIIIX - Vanguard Institutional Index Fund - Institutional Plus Shares $1,000,001 - $5,000,000 · None · None (or less than $201) VITAX - Vanguard Information Technology Index Fund - Admiral Shares $250,001 - $500,000 · None · None (or less than $201) VMFXX - Vanguard Federal Money Market Fund - Investor Shares None (or less than $1,001) · None · None (or less than $201) VPMCX - Vanguard PRIMECAP Fund - Investor Shares $1,001 - $15,000 · None · None (or less than $201) VTSAX - Vanguard Total Stock Market Index Fund - Admiral Shares $250,001 - $500,000 · None · None (or less than $201) DFEMX - Emerging Markets Portfolio - EMERGING MARKETS PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFEVX - EMERGING MARKETS VALUE PORTFOLIO - EMERGING MARKETS VALUE PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFISX - INTERNATIONAL SMALL COMPANY PORTFOLIO - INTERNATIONAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFIVX - DFA INTERNATIONAL VALUE PORTFOLIO - DFA INTERNATIONAL VALUE PORTFOLIO- INSTITUTIONAL CLASS $15,001 - $50,000 · None · None (or less than $201) DFLVX - U.S. LARGE CAP VALUE PORTFOLIO - U.S. LARGE CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS $15,001 - $50,000 · None · None (or less than $201) DFREX - DFA REAL ESTATE SECURITIES PORTFOLIO - DFA REAL ESTATE SECURITIES PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFSCX - U.S. MICRO CAP PORTFOLIO - U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFSVX - U.S. SMALL CAP VALUE PORTFOLIO - U.S. SMALL CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS $15,001 - $50,000 · None · None (or less than $201) DFUSX - U.S. LARGE COMPANY PORTFOLIO $15,001 - $50,000 · None · None (or less than $201) GEQZX - EQUITY INDEX FUND - Investor $100,001 - $250,000 · None · None (or less than $201) GGBZX - Aggressive Allocation Fund - Investor $100,001 - $250,000 · None · None (or less than $201) GGEZX - GROWTH EQUITY FUND - Investor $100,001 - $250,000 · None · None (or less than $201) GSCZX - SMALL CAP EQUITY FUND - Investor $100,001 - $250,000 · None · None (or less than $201) GVEZX - VALUE EQUITY FUND - Investor $100,001 - $250,000 · None · None (or less than $201) VMFXX - Vanguard Federal Money Market Fund - Investor Shares $1,001 - $15,000 · None · None (or less than $201) VTSAX - Vanguard Total Stock Market Index Fund - Admiral Shares $50,001 - $100,000 · None · None (or less than $201) … 18 further assets are in the source document
Original filing document
2026-08-25 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Capital One - Checking Account $1,001 - $15,000 · None Capital One - Saving Account $1,001 - $15,000 · None (VLXVX) no value stated $15,001 - $50,000Tax-Deferred (VLXVX) no value stated
Original filing document
2026-08-25 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Hoverink Ventures Management, LLC, 100% Interest $100,001 - $250,000 · None
Original filing document
2026-08-25 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2025 Chamber house Capital One - Checking Account $1,001 - $15,000 · None Capital One - Savings Account $1,001 - $15,000 · None Vanguard Target Retirement 2065 Fund (VLXVX) no value stated $15,001 - $50,000Tax-Deferred (VLXVX) no value stated
Original filing document
2026-08-24 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Arvest $15,001 - $50,000 · Interest · None (or less than $201) Fed Credit Union $1,001 - $15,000 · Interest · None (or less than $201) Senate Credit Union $1,001 - $15,000 · Interest · None (or less than $201) Merrill Lynch Account -- U.S. Treasury Bills $50,001 - $100,000 · Interest · $2,501 - $5,000 Invesco Short Term MM $1,001 - $15,000 · Interest · $201 - $1,000 ABG Bond Fund $100,001 - $250,000 · Interest · $2,501 - $5,000 ABG Equity Fund $50,001 - $100,000 · Interest · $1,001 - $2,500 John Boozman IRA -- TBLL - Invesco Short Term Treasury ETF $50,001 - $100,000 · Interest · $201 - $1,000 EBAY - Ebay Inc None (or less than $1,001) · None · None (or less than $201) ECL - Ecolab Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) FBIN - Fortune Brands Innovations, Inc. Common Stock None (or less than $1,001) · None · None (or less than $201) LOW - Lowe's Companies, Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) OMC - Omnicom Group Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) QSR - Restaurant Brands International Inc. Common Shares None (or less than $1,001) · None · None (or less than $201) MDLZ - Mondelez International, Inc. - Class A Common Stoc $1,001 - $15,000 · None · None (or less than $201) PG - Procter & Gamble Company $1,001 - $15,000 · None · None (or less than $201) COP - Conocophillips $1,001 - $15,000 · None · None (or less than $201) VLO - Valero Energy Corporation Common Stock None (or less than $1,001) · None · None (or less than $201) BAC - Bank of America Corporation Common Stock $1,001 - $15,000 · None · None (or less than $201) COF - Capital One Financial Corp $1,001 - $15,000 · None · None (or less than $201) JPM - JP Morgan Chase & Co. Common Stock $1,001 - $15,000 · None · None (or less than $201) TRV - The Travelers Companies, Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) ABBV - AbbVie Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) GILD - Gilead Sciences Inc None (or less than $1,001) · None · None (or less than $201) IQV - IQVIA Holdings, Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) JNJ - Johnson & Johnson $1,001 - $15,000 · None · None (or less than $201) PFE - Pfizer Inc None (or less than $1,001) · None · None (or less than $201) GD - General Dynamics Corporation Common Stock $1,001 - $15,000 · None · None (or less than $201) HON - Honeywell International Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) UNP - Union Pacific Corp $1,001 - $15,000 · None · None (or less than $201) ACN - Accenture plc Class A Ordinary Shares (Ireland) $1,001 - $15,000 · None · None (or less than $201) AAPL - Apple Inc $1,001 - $15,000 · None · None (or less than $201) CSCO - Cisco Systems Inc None (or less than $1,001) · None · None (or less than $201) FISV - Fiserv, Inc. - Common Stock $1,001 - $15,000 · None · None (or less than $201) HPQ - HP Inc. Common Stock None (or less than $1,001) · None · None (or less than $201) LRCX - Lam Research Corporation - Common Stock $1,001 - $15,000 · None · None (or less than $201) MU - Micron Technology $1,001 - $15,000 · None · None (or less than $201) DIS - Walt Disney Company (The) Common Stock None (or less than $1,001) · None · None (or less than $201) … 92 further assets are in the source document
Original filing document
2026-08-24 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2025 Chamber house Battle Mountain Farm, 50% Interest $1,000,001 - $5,000,000 · None Hatcher Family Dairy Store $15,001 - $50,000 · None Hatcher Farm $15,001 - $50,000 Residential Rental Property 2 $500,001 - $1,000,000 Rent$15,001 - Rock N Country Vet Services $1,000,001 - $5,000,000 Business Income$1,000,001 - Rock N Roll Farms, 50% Interest $500,001 - $1,000,000 Farm Income$100,001 - Tennessee Consolidated Retirement System Undetermined · None US Bank Savings Account $15,001 - $50,000 · Interest Columbia Select Mid Cap Value Fund Class I (NAMAX) no value stated $1,001 - $15,000Tax-Deferred DFA International Value Portfolio (DFIVX) no value stated $1,001 - $15,000Tax-Deferred Dodge & Cox Income Fund - Class I (DODIX) no value stated $1,001 - $15,000Tax-Deferred Fidelity Contrafund K6 (FLCNX) no value stated $1,001 - $15,000Tax-Deferred Fidelity International Discovery (FIGRX) no value stated $1,001 - $15,000Tax-Deferred Fidelity OTC K6 Portfolio (FOKFX) no value stated $1,001 - $15,000Tax-Deferred Fidelity Puritan Fund (FPURX) no value stated $1,001 - $15,000Tax-Deferred FVIT-Franklin Small Cap Value Fund - CL R6 (FRCSX) no value stated $1,001 - $15,000Tax-Deferred Janus Henderson Enterprise Fund - N Shares (JDMNX) no value stated $1,001 - $15,000Tax-Deferred Tennessee Treasury Managed Fund no value stated $1,001 - $15,000Tax-Deferred Plus Shares (VIIIX) no value stated $1,001 - $15,000Tax-Deferred Vanguard Total Bond Market Insti Plus Shares (VBMPX) no value stated $1,001 - $15,000Tax-Deferred Commercial Property $250,001 - $500,000 · None Farm Land $1,000,001 - $5,000,000 · None Residential Rental Property 1 $100,001 - $250,000 Rent$5,001 - Undeveloped Land $50,001 - $100,000 · None
Original filing document
2026-08-22 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
This filing was submitted on paper. The schedules are not machine-readable, so no assets or liabilities are listed here — read the original document.
Report type Annual Filing year 2025 Chamber senate
Original filing document
2026-08-20 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Arvest $15,001 - $50,000 · Interest · None (or less than $201) Fed Credit Union $1,001 - $15,000 · Interest · None (or less than $201) Senate Credit Union $1,001 - $15,000 · Interest · None (or less than $201) Merrill Lynch Account -- U.S. Treasury Bills $50,001 - $100,000 · Interest · $2,501 - $5,000 Invesco Short Term MM $1,001 - $15,000 · Interest · $201 - $1,000 ABG Bond Fund $100,001 - $250,000 · Interest · $2,501 - $5,000 ABG Equity Fund $50,001 - $100,000 · Interest · $1,001 - $2,500 John Boozman IRA -- TBLL - Invesco Short Term Treasury ETF $50,001 - $100,000 · Interest · $201 - $1,000 EBAY - Ebay Inc None (or less than $1,001) · None · None (or less than $201) ECL - Ecolab Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) FBIN - Fortune Brands Innovations, Inc. Common Stock None (or less than $1,001) · None · None (or less than $201) LOW - Lowe's Companies, Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) OMC - Omnicom Group Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) QSR - Restaurant Brands International Inc. Common Shares None (or less than $1,001) · None · None (or less than $201) MDLZ - Mondelez International, Inc. - Class A Common Stoc $1,001 - $15,000 · None · None (or less than $201) PG - Procter & Gamble Company $1,001 - $15,000 · None · None (or less than $201) COP - Conocophillips $1,001 - $15,000 · None · None (or less than $201) VLO - Valero Energy Corporation Common Stock None (or less than $1,001) · None · None (or less than $201) BAC - Bank of America Corporation Common Stock $1,001 - $15,000 · None · None (or less than $201) COF - Capital One Financial Corp $1,001 - $15,000 · None · None (or less than $201) JPM - JP Morgan Chase & Co. Common Stock $1,001 - $15,000 · None · None (or less than $201) TRV - The Travelers Companies, Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) ABBV - AbbVie Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) GILD - Gilead Sciences Inc None (or less than $1,001) · None · None (or less than $201) IQV - IQVIA Holdings, Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) JNJ - Johnson & Johnson $1,001 - $15,000 · None · None (or less than $201) PFE - Pfizer Inc None (or less than $1,001) · None · None (or less than $201) GD - General Dynamics Corporation Common Stock $1,001 - $15,000 · None · None (or less than $201) HON - Honeywell International Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) UNP - Union Pacific Corp $1,001 - $15,000 · None · None (or less than $201) ACN - Accenture plc Class A Ordinary Shares (Ireland) $1,001 - $15,000 · None · None (or less than $201) AAPL - Apple Inc $1,001 - $15,000 · None · None (or less than $201) CSCO - Cisco Systems Inc None (or less than $1,001) · None · None (or less than $201) FISV - Fiserv, Inc. - Common Stock $1,001 - $15,000 · None · None (or less than $201) HPQ - HP Inc. Common Stock None (or less than $1,001) · None · None (or less than $201) LRCX - Lam Research Corporation - Common Stock $1,001 - $15,000 · None · None (or less than $201) MU - Micron Technology $1,001 - $15,000 · None · None (or less than $201) DIS - Walt Disney Company (The) Common Stock None (or less than $1,001) · None · None (or less than $201) … 93 further assets are in the source document
Original filing document
2026-08-20 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Amendment Filing year 2025 Chamber house gold $1,001 - $15,000 · None Personal checking account $1,001 - $15,000 · None savings account $15,001 - $50,000 · Interest SWVXX Money Market Funds $15,001 - $50,000 · Dividends T. Rowe Price 2055 Retirement Fund (TRRNX) no value stated $1,001 - $15,000Tax-Deferred (CLSUX) $1,001 - $15,000 · Tax-Deferred Schwab S&P 500 Index Fund- Select Shares (SWPPX) $1,001 - $15,000 · Tax-Deferred
Original filing document
2026-08-20 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Amendment Filing year 2025 Chamber house 808 South High Partnership $250,001 - $500,000 Rent$15,001 - 827 JCB, LLC $500,001 - $1,000,000 · None Rent$15,001 - CFCM Investments, LLC, 35% Interest $100,001 - $250,000 · Capital Gains, Dividends, None asset $250,001 - $500,000 Interest$2,501 - Fitzhugh Holdings None · Capital Gains, Dividends, Interest None$1,000,001 - Fitzhugh Holdings None · Capital Gains, Dividends, Interest None$100,001 - Fitzhugh Holdings None · Capital Gains, Dividends, Interest None$100,001 - Fitzhugh Holdings None · Capital Gains, Dividends, Interest None$100,001 - Fitzhugh Holdings None · Capital Gains, Dividends, Interest None$100,001 - FitzMattMo Investments, LLC, 33% Interest $50,001 - $100,000 · Capital Gains, Dividends, None Good Day Farms Arkansas, LLC $250,001 - $500,000 · Capital Gains, Dividends Good Day Farms Mississippi, LLC $250,001 - $500,000 · Capital Gains, Dividends, None, None Hickman County, TN Farm, 10% Interest $100,001 - $250,000 · None HuLew Investments, LLC $500,001 - $1,000,000 Rent$15,001 - Lewis County, TN Farm, 50% Interest None · Capital Gains, None M&CE, LLC $1,000,001 - $5,000,000 Rent$50,001 - Maybe Holdings, LLC $1,000,001 - $5,000,000 Rent$50,001 - Nolenswheel, LLC $5,000,001 - $25,000,000 Rent$15,001 - Security Bank $100,001 - $250,000 Interest$201 - $1,000$201 - $1,000 Stormfly, LLC $1,000,001 - $5,000,000 · None Rent$50,001 - Amazon.com, Inc. - Common Stock (AMZN) Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 Baird Money Market Account, 100% Interest Dividends, Interest $15,001 - $50,000Capital Gains, $201 - $1,000$1,001 - $2,500 Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 JP Morgan Chase & Co. Common Stock (JPM) Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 (META) Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 NVIDIA Corporation - Common Stock (NVDA) Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 Palo Alto Networks, Inc. (PANW) Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 Vanguard Total Stock Market ETF (VTI) Dividends, Interest $15,001 - $50,000Capital Gains, $201 - $1,000$201 - $1,000 Walmart Inc. - Common Stock (WMT) Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 Alphabet Inc. - Class C Capital Stock (GOOG) no value stated $1,001 - $15,000Tax-Deferred Amazon.com, Inc. - Common Stock (AMZN) no value stated $1,001 - $15,000Tax-Deferred Apple Inc. - Common Stock (AAPL) no value stated $1,001 - $15,000Tax-Deferred no value stated $1,001 - $15,000Tax-Deferred (BRK.B) no value stated $1,001 - $15,000Tax-Deferred Broadcom Inc. - Common Stock (AVGO) no value stated $1,001 - $15,000Tax-Deferred (COST) no value stated $1,001 - $15,000Tax-Deferred Eli Lilly and Company Common Stock (LLY) no value stated $1,001 - $15,000Tax-Deferred (GEHC) no value stated … 78 further assets are in the source document
Original filing document
2026-08-20 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Amendment Filing year 2025 Chamber house Flourish Cash Account $1,001 - $15,000 · Interest Rental Property $100,001 - $250,000 Rent$15,001 - Schwab Rollover Traditional IRA $100,001 - $250,000 · Tax-Deferred Schwab Roth Contributory IRA $15,001 - $50,000 · Tax-Deferred True Community Credit Union accounts $15,001 - $50,000 · Interest EQ Large Cap Growth Index no value stated $1,001 - $15,000Tax-Deferred AMCAP Fund 529A no value stated $1,001 - $15,000Tax-Deferred Capital World Growth and Income 529A no value stated $1,001 - $15,000Tax-Deferred AMCAP Fund 529A no value stated $1,001 - $15,000Tax-Deferred AMCAP Fund 529C no value stated $1,001 - $15,000Tax-Deferred Capital World Growth and Income 529A no value stated $1,001 - $15,000Tax-Deferred Capital World Growth and Income 529C no value stated $1,001 - $15,000Tax-Deferred (ARTYX) no value stated $1,001 - $15,000Tax-Deferred Columbia Mortgage Opportunities Fund Class I2 (CLMVX) no value stated $1,001 - $15,000Tax-Deferred Invesco NASDAQ 100 ETF (QQQM) no value stated $15,001 - $50,000Tax-Deferred iShares Bitcoin Trust ETF (IBIT) no value stated $1,001 - $15,000Tax-Deferred iShares Core S&P Mid-Cap ETF (IJH) no value stated $1,001 - $15,000Tax-Deferred iShares Currency Hedged MSCI EAFE ETF (HEFA) no value stated $1,001 - $15,000Tax-Deferred iShares Morningstar Mid-Cap Growth ETF (IMCG) no value stated $1,001 - $15,000Tax-Deferred MSIF International Opportunity Fund Class A (MIOPX) $1,001 - $15,000Tax-Deferred no value stated PIMCO CommoditiesPLUS Strategy Fund Class I-3 (PCLNX) no value stated $1,001 - $15,000Tax-Deferred PIMCO International Bond Fund (PFONX) no value stated $1,001 - $15,000Tax-Deferred PIMCO Mortgage Opportunities and Bond Fund Class I-3 (PMZNX) no value stated $1,001 - $15,000Tax-Deferred Schwab Fundamental International Equity ETF (FNDF) no value stated $1,001 - $15,000Tax-Deferred VanEck Morningstar Wide Moat ETF (MOAT) no value stated $15,001 - $50,000Tax-Deferred Vanguard ESG U.S. Stock ETF (ESGV) no value stated $15,001 - $50,000Tax-Deferred Vanguard Global ex-U.S. Real Estate ETF (VNQI) no value stated $1,001 - $15,000Tax-Deferred Vanguard Intermediate-Term Bond ETF (BIV) no value stated $1,001 - $15,000Tax-Deferred Vanguard Real Estate ETF (VNQ) no value stated $1,001 - $15,000Tax-Deferred Artisan Developing World Fund - Investor Shares (ARTYX) no value stated $1,001 - $15,000Tax-Deferred Grayscale Ethereum Staking Mini ETF Shares (ETH) no value stated $1,001 - $15,000Tax-Deferred iShares Bitcoin Trust ETF (IBIT) no value stated $1,001 - $15,000Tax-Deferred iShares Core 10 Year USD Bond ETF (ILTB) no value stated $1,001 - $15,000Tax-Deferred iShares Core S&P Mid-Cap ETF (IJH) no value stated $1,001 - $15,000Tax-Deferred iShares Morningstar Mid-Cap Growth ETF (IMCG) no value stated $1,001 - $15,000Tax-Deferred The Growth Fund of America Class A Shares (AGTHX) no value stated NoneCapital Gains$201 - $1,000 The Growth Fund of America Class C Shares (GFACX) $2,500 NoneCapital Gains$1,001 - VanEck Morningstar Wide Moat ETF (MOAT) no value stated $1,001 - $15,000Tax-Deferred Vanguard ESG U.S. Stock ETF (ESGV) no value stated $1,001 - $15,000Tax-Deferred Vanguard Intermediate-Term Bond ETF (BIV) no value stated
Original filing document
2026-08-20 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house 808 South High Partnership $250,001 - $500,000 Rent$5,001 - 827 JCB, LLC $500,001 - $1,000,000 Rent$5,001 - CFCM Investments, LLC, 35% Interest $100,001 - $250,000 · Capital Gains, Dividends asset $250,001 - $500,000 Interest$1,001 - FitzMattMo Investments, LLC, 33% Interest $50,001 - $100,000 · Capital Gains, Dividends Good Day Farms Arkansas, LLC $250,001 - $500,000 · Capital Gains, Dividends Good Day Farms Mississippi, LLC $250,001 - $500,000 · Capital Gains, Dividends, None, None Hickman County, TN Farm, 10% Interest $100,001 - $250,000 · None HuLew Investments, LLC $500,001 - $1,000,000 Rent$5,001 - Lewis County, TN Farm, 50% Interest None · Capital Gains, None M&CE, LLC $1,000,001 - $5,000,000 Rent$15,001 - Maybe Holdings, LLC $1,000,001 - $5,000,000 Rent$15,001 - Nolenswheel, LLC $5,000,001 - $25,000,000 Rent$5,001 - Security Bank $100,001 - $250,000 Interest$1 - $200$201 - $1,000 Stormfly, LLC $1,000,001 - $5,000,000 Rent$15,001 - Amazon.com, Inc. - Common Stock (AMZN) Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 Baird Money Market Account, 100% Interest Dividends, Interest $15,001 - $50,000Capital Gains, $1 - $200$201 - $1,000 Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 JP Morgan Chase & Co. Common Stock (JPM) Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 (META) Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 Microsoft Corporation - Common Stock (MSFT) Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 NVIDIA Corporation - Common Stock (NVDA) Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 Palo Alto Networks, Inc. (PANW) Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 Vanguard Total Stock Market ETF (VTI) Dividends, Interest $15,001 - $50,000Capital Gains, $1 - $200$201 - $1,000 Walmart Inc. - Common Stock (WMT) Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 Alphabet Inc. - Class C Capital Stock (GOOG) no value stated $1,001 - $15,000Tax-Deferred Amazon.com, Inc. - Common Stock (AMZN) no value stated $1,001 - $15,000Tax-Deferred Apple Inc. - Common Stock (AAPL) no value stated $1,001 - $15,000Tax-Deferred no value stated $1,001 - $15,000Tax-Deferred (BRK.B) no value stated $1,001 - $15,000Tax-Deferred Broadcom Inc. - Common Stock (AVGO) no value stated $1,001 - $15,000Tax-Deferred (COST) no value stated $1,001 - $15,000Tax-Deferred Eli Lilly and Company Common Stock (LLY) no value stated $1,001 - $15,000Tax-Deferred (GEHC) no value stated $1,001 - $15,000Tax-Deferred Home Depot, Inc. (HD) no value stated $1,001 - $15,000Tax-Deferred Intuitive Surgical, Inc. - Common Stock (ISRG) no value stated $1,001 - $15,000Tax-Deferred no value stated $1,001 - $15,000Tax-Deferred JP Morgan Chase & Co. Common Stock (JPM) no value stated $1,001 - $15,000Tax-Deferred (META) no value stated … 73 further assets are in the source document
Original filing document
2026-08-19 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Amendment Filing year 2025 Chamber house Current Year to Gevity, Inc $1,000,001 - $5,000,000 · None Klein Tools Inc $5,000,001 - $25,000,000 Dividends$100,001 - Kumanu, Inc. $500,001 - $1,000,000 · None NFL Annuity, 100% Interest $1,000,001 - $5,000,000 · None NFL pension $1,000,001 - $5,000,000 · None Piedmont office realty trust $50,001 - $201 · Dividends Current Year to $100,000$1,000$1,000 Ridgewood energy Q fund LLC $50,001 - $100,000 Partnership Thomas Feely- Wells Fargo account $1,000,001 - $5,000,000 Dividends$1,001 - Accordia Life IUL $500,001 - $1,000,000 · None ARIZONA METALS CORP (AZMCF) no value stated $15,001 - $50,000None HIGHLAND COPPER CO INC (HDRSF) no value stated $1 - $1,000None Rental Property #2 $1,000,001 - $5,000,000 Rent$50,001 - Rental Property #3 $500,001 - $1,000,000 Rent$15,001 - Rental Property #1 $500,001 - $1,000,000 Rent$15,001 - Rental Property #4 $500,001 - $1,000,000 Rent$15,001 - Bitcoin: 1.01 Coin $100,001 - $250,000 · None Dogecoin: 61,638.88 Coins no value stated $15,001 - $50,000None Current Year to Ethereum: 12.7 Coins $15,001 - $50,000 · None XRP (XRP Ledger): 7360.45 Coins no value stated $15,001 - $50,000None JPMorgan 529 Age-Based 17 Portfolio - A no value stated $15,001 - $50,000Tax-Deferred JPMorgan 529 Age-Based 17 Portfolio - C no value stated $15,001 - $50,000Tax-Deferred Airbnb, Inc. - Class A Common Stock (ABNB) no value stated $15,001 - $50,000None Amazon.com, Inc. - Common Stock (AMZN) $100,001 - $250,000 · None Apple Inc. - Common Stock (AAPL) $50,001 - $100,000 Dividends$201 - FISKER INC A (FSRN) no value stated $1 - $1,000None Uber Technologies, Inc. Common Stock (UBER) $50,001 - $100,000 · None Alphabet Inc. - Class C Capital Stock (GOOG) $100,001 - $250,000 Dividends$201 - Ascent Solar Technologies, Inc - Common Stock (ASTI) no value stated $1 - $1,000None Cash, 100% Interest no value stated $15,001 - $50,000None Chipotle Mexican Grill, Inc. Common Stock (CMG) no value stated $15,001 - $50,000None Current Year to Denison Mines Corp Ordinary Shares (DNN) $1,001 - $15,000 · None Dutch Bros Inc. Class A Common Stock (BROS) $50,001 - $100,000 · None Iterum Therapeutics plc - Ordinary Share (ITRM) no value stated $1 - $1,000None NVIDIA Corporation - Common Stock (NVDA) $100,001 - $250,000 Dividends$1 - $200$1 - $200 O'Reilly Automotive, Inc. - Common Stock (ORLY) no value stated $1,001 - $15,000None ON Semiconductor Corporation - Common Stock (ON) no value stated $1,001 - $15,000None Pacific Gas & Electric Co. Common Stock (PCG) no value stated $1,001 - $15,000Dividends$1 - $200$1 - $200 Palantir Technologies Inc. (PLTR) no value stated $15,001 - $50,000None (PLTR) $500,001 - $1,000,000 · None Pinterest, Inc. Class A Common Stock (PINS) $50,001 - $100,000 · None … 30 further assets are in the source document
Original filing document
2026-08-19 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Artwork $15,001 - $50,000 · None Book Collection $15,001 - $50,000 · None Etherum $1,001 - $15,000 · None JPMC Pension $15,001 - $50,000 · None T. Rowe Price Retirement 2025 Fund (TRRHX) $15,001 - $50,000 · Tax-Deferred Abbott Laboratories Common Stock (ABT) None · Capital Gains, Dividends AECOM Common Stock (ACM) None · Capital Gains, Dividends, None, None Albemarle Corporation Common Stock (ALB) None · Capital Gains, Dividends, None, None Alphabet Inc. - Class A Common Stock (GOOGL) $50,001 - $1 · Dividends Alphabet Inc. - Class C Capital Stock (GOOG) Dividends $15,001 - $50,000Capital Gains, $1 - $200$1 - $200 Amazon.com, Inc. - Common Stock (AMZN) $100,001 - $250,000 Capital GainsNone$5,001 - Amgen Inc. - Common Stock (AMGN) None · Capital Gains, Dividends None$1,001 - Applied Materials, Inc. - Common Stock (AMAT) None · Capital Gains, Dividends $201 - $1,000$1 - $200 Berkshire Hathaway Inc. New Common Stock (BRK.B) Dividends, None, None $15,001 - $50,000Capital Gains, Broadcom Inc. - Common Stock (AVGO) $100,001 - $250,000 · Capital Gains, Dividends CDW Corporation - Common Stock (CDW) None · Capital Gains, Dividends Chevron Corporation Common Stock (CVX) None · Capital Gains, Dividends None$201 - $1,000 Chipotle Mexican Grill, Inc. Common Stock (CMG) no value stated $15,001 - $50,000None Coca-Cola Company (KO) None · Capital Gains, Dividends None$201 - $1,000 Constellation Energy Corporation - Common Stock When-Issued (CEG) None · Capital Gains, Dividends None$50,001 - Elevance Health, Inc. Common Stock (ELV) None · Capital Gains, Dividends, None, None Eli Lilly and Company Common Stock (LLY) Dividends $15,001 - $50,000Capital Gains, $201 - $1,000$201 - $1,000 General Dynamics Corporation Common Stock (GD) no value stated $15,001 - $50,000Dividends$201 - $1,000$201 - $1,000 Illinois Tool Works Inc. Common Stock (ITW) None · Capital Gains, Dividends None$201 - $1,000 Ingredion Incorporated Common Stock (INGR) None · Capital Gains, Dividends Intel Corporation - Common Stock (INTC) None · Capital Gains, Dividends $1 - $200None Johnson Controls International plc Ordinary Share (JCI) None · Capital Gains, Dividends JP Morgan Money Market $250,001 - $500,000 Dividends$5,001 - Lockheed Martin Corporation Common Stock (LMT) None · Capital Gains, Dividends $201 - $1,000$1,001 - Marsh & McLennan Companies, Inc. Common Stock (MMC) $15,000 · None NoneCapital Gains$5,001 - McDonald's Corporation Common Stock (MCD) None · Capital Gains, Dividends, None, None McKesson Corporation Common Stock (MCK) None · Capital Gains, Dividends Microsoft Corporation - Common Stock (MSFT) $50,001 - $100,000 Dividends$201 - $1,000$201 - $1,000 Netflix, Inc. - Common Stock (NFLX) Dividends $15,001 - $50,000Capital Gains, Novo Nordisk A/S Common Stock (NVO) None · Capital Gains, Dividends NVIDIA Corporation - Common Stock (NVDA) $50,001 - $15,001 · Capital Gains, None $100,000Dividends$50,000 Pepsico, Inc. (PEP) None · Capital Gains, Dividends None$2,501 - Pfizer, Inc. Common Stock (PFE) None · Capital Gains, Dividends, None, None Progressive Corporation (PGR) None · Capital Gains, Dividends T-Mobile US, Inc. (TMUS) None · Capital Gains, Dividends, None … 36 further assets are in the source document
Original filing document
2026-08-19 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Current Year to Gevity, Inc $1,000,001 - $5,000,000 · None Klein Tools Inc $5,000,001 - $25,000,000 Dividends$100,001 - NFL Annuity, 100% Interest $1,000,001 - $5,000,000 · None NFL pension $1,000,001 - $5,000,000 · None Piedmont office realty trust $50,001 - $100,000 Dividends$201 - Ridgewood energy Q fund LLC $50,001 - $100,000 Partnership Current Year to Thomas Feely- Wells Fargo account $500,001 - $1,000,000 Dividends$1,001 - Accordia Life IUL $500,001 - $1,000,000 · None ARIZONA METALS CORP (AZMCF) no value stated $15,001 - $50,000None Dutch Bros Inc. Class A Common Stock (BROS) $50,001 - $100,000 · None HIGHLAND COPPER CO INC (HDRSF) no value stated $1 - $1,000None HIGHLAND COPPER CO INC (HDRSF) no value stated $1,001 - $15,000None LINEAR MINERALS CORP (LINMF) no value stated $1,001 - $15,000None MEDARO MINING CORP (MEDAF) no value stated $1 - $1,000None SCOTCH CREEK VENTURES INC (SCVFF) no value stated $1 - $1,000None Rental Property #2 $1,000,001 - $5,000,000 Rent$50,001 - Rental Property #3 $500,001 - $1,000,000 Rent$15,001 - Rental Property #1 $500,001 - $1,000,000 Rent$15,001 - Rental Property #4 $500,001 - $1,000,000 Rent$15,001 - Bitcoin: 1.01 Coin $50,001 - $100,000 · None Dogecoin: 61,638.88 Coins no value stated $1,001 - $15,000None Ethereum: 12.7 Coins no value stated $15,001 - $50,000None XRP (XRP Ledger): 7360.45 Coins no value stated $1,001 - $15,000None JPMorgan 529 Age-Based 17 Portfolio - A no value stated $15,001 - $50,000Tax-Deferred JPMorgan 529 Age-Based 17 Portfolio - C no value stated $15,001 - $50,000Tax-Deferred Airbnb, Inc. - Class A Common Stock (ABNB) no value stated $15,001 - $50,000None Amazon.com, Inc. - Common Stock (AMZN) $100,001 - $250,000 · None Apple Inc. - Common Stock (AAPL) $100,001 - $250,000 Dividends$201 - FISKER INC A (FSRN) no value stated $1 - $1,000None Uber Technologies, Inc. Common Stock (UBER) $50,001 - $100,000 · None Alphabet Inc. - Class C Capital Stock (GOOG) $250,001 - $500,000 Dividends$201 - Current Year to Ascent Solar Technologies, Inc - Common Stock (ASTI) $1 - $1,000 · None Baron Partners Fund Inst Shs (BPTIX) $50,001 - $100,000 · None Cash, 100% Interest no value stated $15,001 - $50,000None Chipotle Mexican Grill, Inc. Common Stock (CMG) no value stated $15,001 - $50,000None Denison Mines Corp Ordinary Shares (DNN) no value stated $1,001 - $15,000None Dutch Bros Inc. Class A Common Stock (BROS) $50,001 - $100,000 · None Iterum Therapeutics plc - Ordinary Share (ITRM) no value stated $1 - $1,000None Netflix, Inc. - Common Stock (NFLX) $50,001 - $100,000 · None NVIDIA Corporation - Common Stock (NVDA) $100,001 - $250,000 … 38 further assets are in the source document
Original filing document
2026-08-18 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Amendment Filing year 2025 Chamber house City Park Interior, LLC, 100% Interest $100,001 - $250,000 Business Income$100,001 - Fifth Third Bank Account $1,001 - $15,000 · None Huntington National Bank $1,001 - $15,000 · None Merrill Lynch SEP Account None · Capital Gains, Dividends New York Life Securities $250,001 - $500,000 · Capital Gains, Dividends Rea Wealth Management $50,001 - $100,000 · None Vanguard Institutional Target Retirement 2035 $250,001 - $500,000 · None Conrad 529 $1,001 - $15,000 · Tax-Deferred iShares Core S&P Total U.S. Stock Market ETF (ITOT) $1,001 - $15,000 · None State Street SPDR MSCI ACWI ex-US ETF (CWI) $1,001 - $15,000 · None Vanguard Total Bond Market ETF (BND) $1 - $1,000 · None iShares Core S&P Total U.S. Stock Market ETF (ITOT) $1,001 - $15,000 · Dividends State Street SPDR MSCI ACWI ex-US ETF (CWI) $1,001 - $15,000 · Dividends Vanguard Total Bond Market ETF (BND) $1,001 - $15,000 · Dividends Allspring Core Plus Bond Fund Class Institutional (WIPIX) $1,001 - $15,000 · None BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) None · Capital Gains Cash $1 - $1,000 · None Columbia Dividend Income Fund Class I (GSFTX) $1,001 - $15,000 · None Columbia Research Enhanced Core ETF (RECS) $1,001 - $15,000 · None Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX) $1,001 - $15,000 · None Fidelity Advisor Growth Opportunities Fund Class I $1,001 - $15,000 · None Fidelity Advisor Investment Grade Bond Fund: Class I (FGBPX) $1,001 - $15,000 · None FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX) $1,001 - $15,000 · None Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX) $1,001 - $15,000 · None iShares Core S&P Total U.S. Stock Market ETF (ITOT) $1,001 - $15,000 · None iShares Currency Hedged MSCI EAFE ETF (HEFA) None · Capital Gains iShares Russell 1000 Growth ETF (IWF) $1,001 - $15,000 · None iShares S&P 500 Index Fund - Institutional (BSPIX) None · Capital Gains JPMorgan Equity Premium Income ETF (JEPI) $1,001 - $15,000 · None NYLI FTSE International Equity Currency Neutral ETF (HFXI) $1,001 - $15,000 · None Pacer US Cash Cows 100 ETF (COWZ) $1,001 - $15,000 · Capital Gains PGIM Absolute Return Bond Fund Class Z (PADZX) $1,001 - $15,000 · None Putnam Focused Large Cap Value ETF (PVAL) $1,001 - $15,000 · None Vanguard Small-Cap Value ETF (VBR) $1,001 - $15,000 · None Allspring Core Plus Bond Fund Inst Class (WIPIX) $1,001 - $15,000 · None BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) None · Capital Gains Columbia Dividend Income Fund Class I (GSFTX) $15,001 - $50,000 · None Columbia Research Enhanced Core ETF (RECS) $1,001 - $15,000 · None Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX) $15,001 - $50,000 · None Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX) $15,001 - $50,000 · Capital Gains … 33 further assets are in the source document
Original filing document
2026-08-17 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house gold $1,001 - $15,000 · None Personal checking account $1,001 - $15,000 · None savings account $15,001 - $50,000 · Interest T. Rowe Price 2055 Retirement Fund (TRRNX) no value stated $1,001 - $15,000Tax-Deferred SWVXX Money Market Funds $1,000 $15,001 - $50,000Dividends$201 - $1,000$201 - ClearBridge Sustainability Leaders Fund Class A (CLSUX) $1,001 - $15,000 · Tax-Deferred Northern U.S. Quality ESG Fund (NUESX) $1,001 - $15,000 · Tax-Deferred Schwab S&P 500 Index Fund- Select Shares (SWPPX) $1,001 - $15,000 · Tax-Deferred State Street SPDR Portfolio Long Term Treasury ETF (SPTL) $1,001 - $15,000 · Tax-Deferred T. Rowe Price Overseas Stock Fund - I Class (TROIX) $1,001 - $15,000 · Tax-Deferred Xtrackers MSCI EAFE Selection Equity ETF (EASG) $1,001 - $15,000 · Tax-Deferred Xtrackers MSCI USA Selection Equity ETF (USSG) $1,001 - $15,000 · Tax-Deferred
Original filing document
2026-08-17 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house
Original filing document
2026-08-15 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Current Year to Filing High Yield Savings Acct $15,001 - $50,000 · Interest Inherited IRA $1,000,001 - $5,000,000 · None Life Insurance $15,001 - $50,000 · Dividends Retirement 403(b)(7) $100,001 - $250,000 · None
Original filing document
2026-08-14 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house Bank of America - Savings - Child 1 $15,001 - $50,000 · None Bank of America - Savings - Child 2 $15,001 - $50,000 · None Bryant Brothers, LLC $1,001 - $15,000 · None Northwestern Mutual Adjustable CompLife/Annuity $15,001 - $50,000 · Dividends SC Federal Credit Union - Checking $50,001 - $100,000 · None SEP IRA - Northwestern Mutual $50,001 - $100,000 Dividends$201 - $1,000 Thrift Savings Plan $15,001 - $50,000 · Dividends Age-Based Option Class A - Child 1 $15,001 - $50,000 · None Age-Based Option Class A - Child 2 $15,001 - $50,000 · None
Original filing document
2026-08-14 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house Bank of America $1,001 - $15,000 · None Greenberg Research Inc: Strategic Consulting, 100% Interest $1,000,001 - $5,000,000 · None Mass Mutual Whole Life Insurance Policy $100,001 - $250,000 · None Nationwide $209,630.10 · Interest, None American Funds 2010 Target Date Retirement Fd Cl R-6 (RFTTX) $15,001 - $50,000 · Tax-Deferred
Original filing document
2026-08-14 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Current Year to Filing Social Security Disability (SSDI) $1,001 - $15,000
Original filing document
2026-08-14 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house 1200 Harbor Dr, LP $500,001 - $1,000,000 · None 1800 Carillon Blvd, LP $1,000,001 - $5,000,000 Rent$100,001 - 212 Main St LP $1,000,001 - $5,000,000 Rent$100,001 - 25 D St SE LP $1,000,001 - $5,000,000 · Rent, None 2585 Business Park LP None · None 447 New Jersey Ave SE Washington DC $1,000,001 - $5,000,000 Rent$50,001 - Congressional Federal credit Union Account $250,001 - $500,000 Interest$5,001 - $15,000 DEI Investments, LLC None · None DEI, LLC $100,001 - $250,000 Partnership Greene Properties, Inc,, 100% Interest $100,001 - $250,000 · None Interest Rate Cap Transaction UBS None · Capital Gains Ocean Collection LP $5,000,001 - $25,000,000 Capital Gains, Rent$1,000,001 - Tahoe Beach LP $1,000,001 - $5,000,000 · None asset $25,000,001 - $50,000,000 Interest$100,001 - $5,000,001 - $25,000,000 Interest$100,001 - $5,000,001 - $25,000,000 Interest$50,001 - B of A Finance LLC L/O TC-YN RTY 06/10/26 None · Capital Gains, Interest asset $5,000,001 - $25,000,000 Interest$100,001 - BNP Paribas T-IDN C01 10/30/26 $5,000,001 - $25,000,000 · None BNP Paribas T-IDN C01 12/29/26 $1,000,001 - $5,000,000 · None BNP Paribas T-IDN C01 9/30/26 $5,000,001 - $25,000,000 · None BNP Paribas T-IDN CO1 5/30/25 $5,000,000 NoneCapital Gains$1,000,001 - BNP Paribas T-IDN CO1 6/30/25 $1,000,000 NoneCapital Gains$100,001 - 01/15/27 $5,000,001 - $25,000,000 Interest$100,001 - GS Finance Corp t-IDN CO1 04/17/25 $1,000,000 NoneCapital Gains$100,001 - HSBC USA Inc L/O TC-YN NDX RTY 2/16/27 $5,000,001 - $25,000,000 Interest$100,001 - Insured Sweep Program $500,001 - $1,000,000 Interest$2,501 - $5,000 JP Morgan Chase Financial T-IDN C01 12/29/26 $1,000,001 - $5,000,000 · None JP Morgan Chase Financial T-IDN C01 9/30/26 $25,000,001 - $50,000,000 · None JP Morgan Chase Financial T-IDN CO1 10/31/25 $5,000,000 NoneCapital Gains$1,000,001 - JP Morgan Chase Financial T-IDN CO1 3/31/25 $5,000,000 NoneCapital Gains$1,000,001 - JP Morgan Chase Financial T-IDN CO1 5/30/25 $1,000,000 NoneCapital Gains$100,001 - JP Morgan Chase Financial T-IDN CO1 6/30/25 $1,000,000 NoneCapital Gains$100,001 - JP Morgan Chase Financial T-IDN CO1 7/31/25 $1,000,000 NoneCapital Gains$100,001 - JP Morgan Chase Financial T-IDN CO1 9/30/25 $5,000,000 NoneCapital Gains$1,000,001 - JP Morgan Chase Financial T-IDN XLE 3/21/25 $1,000,000 NoneCapital Gains$100,001 - Proshares Ultrapro QQQ $1,000,000 Over $50,000,000Dividends$100,001 - UBS Bank USA Core Savings $1,000,001 - $5,000,000 Interest$50,001 - Federated Hermes Government Obligations Fund AVR Shares (GOVXX) $500,001 - $1,000,000 Dividends$1,001 - $2,500 Invesco QQQ Trust, Series 1 (QQQ) $5,000,001 - $25,000,000 … 14 further assets are in the source document
Original filing document
2026-08-14 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house fifth Third Private Bank Checking 7918 $1,001 - $15,000 · Interest XXXXXX0760 $15,001 - $50,000 · Interest Health Savings Account, 100% Interest $1,001 - $15,000 Jorie Health Care $250,001 - $500,000 · None 9 Pack Software LLC, 100% Interest $1 - $1,000 · None Fifth Third Private Bank checking 8970 $1,001 - $15,000 · None Get On The Wagon 4438 $1,001 - $15,000 · None MAHBAGEA, 100% Interest $50,001 - $100,000 Rent$201 - $1,000$5,001 - $15,000 Tomu Fly LLC, 100% Interest $100,001 - $250,000 · None Tomu Fly LLC Business Checking $1 - $1,000 · Interest Vero Beach Property $5,000,001 - $25,000,000 Rent$50,001 - Capital Gains, Dividends, Interest Morgan Stanley Common Stock (MS) no value stated Interest$15,001 - $50,000None Morgan Stanley Common Stock (MS) Tax-Deferred Morgan Stanley Common Stock (MS) Dividends, Interest, None, None Morgan Stanley Common Stock (MS) no value stated Dividends, Interest$15,001 - $50,000None Morgan Stanley Common Stock (MS) no value stated Dividends$15,001 - $50,000None BExponential, 100% Interest no value stated $15,001 - $50,000None Interest $250,001 - $500,000 Rent$1 - $200$1 - $200 Hauler Hero $500,001 - $1,000,000 · None Melbourne Beach $1,000,001 - $5,000,000 Rent$50,001 - Sunny Acres, 100% Interest $1,000,001 - $5,000,000 Rent$5,001 - $15,000$15,001 - $50,000 Capital Gains, Dividends, Interest Morgan Stanley Common Stock (MS) no value stated Dividends, Interest$50,001 - Morgan Stanley Common Stock (MS) no value stated Dividends, Interest$1,001 - $2,500$5,001 - $15,000 Morgan Stanley Common Stock (MS) no value stated Dividends$15,001 - $50,000$100,001 - Morgan Stanley Common Stock (MS) no value stated Dividends, Interest$15,001 - $50,000$5,001 - $15,000 Morgan Stanley Common Stock (MS) no value stated $15,001 - $50,000Dividends, Interest$1 - $200$15,001 - $50,000 Morgan Stanley Common Stock (MS) Tax-Deferred
Original filing document
2026-08-14 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Current Year to Central Bank #1 $1,001 - $15,000 · Interest Central Bank Account #2 $1,001 - $15,000 · Interest Central Bank Savings #3 $1,001 - $15,000 · Interest Navy Federal Credit Union Savings Account $1 - $1,000 · Dividends New York Life Insurance Whole Life Policy $100,001 - $250,000 Dividends$2,501 - Pioneer Bank Checking Account #1 $1,001 - $15,000 · None Pioneer Bank Checking Account #2 $15,001 - $50,000 · Interest Security National Bank Checking Account $1 - $1,000 · None US Bank Checking Account $1 - $1,000 · None Current Year to US Bank Savings Account $1,001 - $15,000 · Interest Wells Fargo Checking $1,001 - $15,000 · None Wells Fargo Checking Account #2 $1,001 - $15,000 · None Alphabet Inc. - Class A Common Stock (GOOGL) no value stated $1,001 - $15,000Tax-Deferred Amazon.com, Inc. - Common Stock (AMZN) no value stated $1,001 - $15,000Tax-Deferred Amphenol Corporation Common Stock (APH) no value stated $1,001 - $15,000Tax-Deferred Apple Inc. - Common Stock (AAPL) no value stated $1,001 - $15,000Tax-Deferred Arista Networks, Inc. Common Stock (ANET) no value stated $1,001 - $15,000Tax-Deferred Baird Money Market/Bank Deposit no value stated $1,001 - $15,000Tax-Deferred Baird Money Market/Bank Deposit $1 - $1,000 · Tax-Deferred Boeing Company (BA) no value stated $1,001 - $15,000Tax-Deferred BridgeBio Pharma, Inc. - Common Stock (BBIO) no value stated $1,001 - $15,000Tax-Deferred Broadcom Inc. - Common Stock (AVGO) no value stated $1,001 - $15,000Tax-Deferred Capital One Financial Corporation Common Stock (COF) no value stated $1,001 - $15,000Tax-Deferred Cheniere Energy, Inc. Common Stock (LNG) no value stated $1,001 - $15,000Tax-Deferred Current Year to Costco Wholesale Corporation - Common Stock (COST) no value stated $1,001 - $15,000Tax-Deferred Deere & Company Common Stock (DE) no value stated $1,001 - $15,000Tax-Deferred Dillard's, Inc. Common Stock (DDS) no value stated $1,001 - $15,000Tax-Deferred Dover Corporation Common Stock (DOV) no value stated $1,001 - $15,000Tax-Deferred Eli Lilly and Company Common Stock (LLY) no value stated $1,001 - $15,000Tax-Deferred Fidelity Advisor Growth Opportunities Fd Cl Z (FZAHX) $1,001 - $15,000 · Tax-Deferred Fidelity Advisor International Small Cap Fund - Class Z (FIQIX) $1,001 - $15,000 · Tax-Deferred First Trust Rising Dividend Achievers ETF (RDVY) $1,001 - $15,000 · Tax-Deferred Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX) $1,001 - $15,000 · Tax-Deferred Goldman Sachs Group, Inc. (GS) no value stated $1,001 - $15,000Tax-Deferred Heico Corporation Common Stock (HEI) no value stated $1,001 - $15,000Tax-Deferred Hennessy CornerstoneMid Cap 30 Fd Inst Cl (HIMDX) $1,001 - $15,000 · Tax-Deferred Invesco Aerospace & Defense ETF (PPA) no value stated $1,001 - $15,000Tax-Deferred Current Year to John Hancock Funds III Disciplined Value Mid Cap Fd Cl R6 (JVMRX) $1,001 - $15,000 · Tax-Deferred JPMorgan Developed International Value Fund-R6 (JNVMX) $1,001 - $15,000 · Tax-Deferred JPMorgan Large Cap Growth Fund R6 (JLGMX) $1,001 - $15,000 · Tax-Deferred … 27 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
This filing was submitted on paper. The schedules are not machine-readable, so no assets or liabilities are listed here — read the original document.
Report type Annual Filing year 2025 Chamber senate
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
This filing was submitted on paper. The schedules are not machine-readable, so no assets or liabilities are listed here — read the original document.
Report type Annual Filing year 2025 Chamber senate
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Edward Jones Brokerage #1 -- Edward Jones Investments $1,001 - $15,000 · None · None (or less than $201) Lincoln Shareholdrs Adv Old Contract #953048073 -- American Funds IS Growth Income Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) American Funds IS Global Growth Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) American Funds IS WashMutual Ivsts Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) American Funds IS The Bond Fund of America $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) CWGIX - American Funds Capital World Growth & Income Fun $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 AMECX - The Income Fund of America Class A Shares $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 AIVSX - American Funds Investment CO of America A $50,001 - $100,000 · Excepted Investment Fund · $2,501 - $5,000 ANWPX - New Perspective Fund Class A Shares $50,001 - $100,000 · Excepted Investment Fund · $1,001 - $2,500 IRA #1 -- Edward Jones Investments $1,001 - $15,000 · None · None (or less than $201) VYM - Vanguard High Dividend Yield ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VIG - Vanguard Div Appreciation ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VSS - Vanguard FTSE All-Wld ex-US SmCp Idx ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VWO - Vanguard FTSE Emerging Markets ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VUG - Vanguard Growth ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VB - Vanguard Small-Cap ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BIV - Vanguard Intermediate-Term Bond ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VEU - Vanguard FTSE All World Ex US ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VO - Vanguard Mid-Cap ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BSV - Vanguard Short-Term Bond Index Fund ETF Shares $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VIGI - Vanguard International Dividend Appreciation Index Fund - ETF Shares $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) IRA #2 -- VIG - Vanguard Div Appreciation ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VUG - Vanguard Growth ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VTV - Vanguard Value ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VEU - Vanguard FTSE All World Ex US ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VSS - Vanguard FTSE All-Wld ex-US SmCp Idx ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VO - Vanguard Mid-Cap ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BSV - Vanguard Short-Term Bond ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) TRGXX - T ROWE PRICE US TREASURY MONEY CLI $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VB - Vanguard Small-Cap ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BIV - Vanguard Intermediate-Term Bond ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VIGI - Vanguard International Dividend Appreciation Index Fund - ETF Shares $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) IRA #3 -- Edward Jones Investments $1,001 - $15,000 · None · None (or less than $201) EFG - iShares MSCI EAFE Growth ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) SDY - SPDR S&P Dividend ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) … 51 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate PNC Bank $1,001 - $15,000 · None · None (or less than $201) CBIKY LLC -- PNC Bank $1,001 - $15,000 · None · None (or less than $201)
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Needham Bank $50,001 - $100,000 · Interest · $201 - $1,000 Northwestern Mutual Adjustable Comp Life $100,001 - $250,000 · Dividends · $2,501 - $5,000 Northwestern Mutual Whole Life $50,001 - $100,000 · Dividends · $1,001 - $2,500 Northwestern Mutual Whole Life Policy $15,001 - $50,000 · Dividends · $201 - $1,000 Northwestern Mutual Adjustable Comp Life $100,001 - $250,000 · Dividends · $2,501 - $5,000 Northwestern Mutual Adjustable Comp Life $50,001 - $100,000 · Dividends · $1,001 - $2,500 Onadune, LLC -- Onadune $100,001 - $250,000 · None · None (or less than $201) Onadune, LLC -- Onadune $15,001 - $50,000 · None · None (or less than $201) Fidelity - Rollover IRA -- VEA - Vanguard FTSE Developed Markets Index Fund ETF Sha $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) FDRXX - Fidelity Government Cash Reserves $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) FXAIX - Fidelity 500 Index Fund $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) IWD - iShares Russell 1000 Value ETF $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) IWF - iShares Russell 1000 Growth ETF $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) IWN - iShares Russell 2000 Value ETF $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) IWO - iShares Russell 2000 Growth ETF $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) AGG - iShares Core U.S. Aggregate Bond ETF $500,001 - $1,000,000 · Excepted Investment Fund · None (or less than $201) Fidelity - Rollover IRA -- VEA - Vanguard FTSE Developed Markets Index Fund ETF Sha $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) FDRXX - Fidelity Government Cash Reserves $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) FXAIX - Fidelity 500 Index Fund $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) IWD - iShares Russell 1000 Value ETF $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) IWF - iShares Russell 1000 Growth ETF $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) IWN - iShares Russell 2000 Value ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) IWO - iShares Russell 2000 Growth ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) AGG - iShares Core U.S. Aggregate Bond ETF $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) Fidelity Partners Healthcare System, Inc. Retirement Plan -- VTTVX - Vanguard Target Retirement 2025 Fund $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) Fidelity - Brokerage -- AWF - AllianceBernstein Global High Income Fund None (or less than $1,001) · Excepted Investment Fund · $201 - $1,000 YYY - Amplify High Income ETF None (or less than $1,001) · Excepted Investment Fund · $201 - $1,000 DBC - Invesco DB Commodity Index Tracking Fund None (or less than $1,001) · Excepted Investment Fund · $2,501 - $5,000 DVY - iShares Select Dividend ETF None (or less than $1,001) · Excepted Investment Fund · $5,001 - $15,000 JNK - SPDR Bloomberg Barclays High Yield Bond ETF None (or less than $1,001) · Excepted Investment Fund · $201 - $1,000 VTI - Vanguard Total Stock Market Index Fund ETF Shares $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 VTV - Vanguard Value ETF $100,001 - $250,000 · Excepted Investment Fund · $2,501 - $5,000 IYY - iShares Dow Jones U.S. ETF None (or less than $1,001) · Excepted Investment Fund · $5,001 - $15,000 VUG - Vanguard Growth ETF $100,001 - $250,000 · Excepted Investment Fund · $201 - $1,000 … 18 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate IRA Contributory -- XLE - Energy Select Sector SPDR ETF $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) EVRG - Evergy, Inc. $1,001 - $15,000 · None · None (or less than $201) FCNTX - Fidelity Contrafund $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) FMIJX - FMI International $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) GE - GE Aerospace Common Stock $1,001 - $15,000 · None · None (or less than $201) HACAX - Harbor Capital Appreciation Instl $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) ACSTX - Invesco Comstock A $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) KXI - iShares Global Consumer Staples ETF $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) IWD - iShares Russell 1000 Value ETF $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) IAT - iShares US Regional Banks ETF $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) JACTX - Janus Henderson Forty T $500,001 - $1,000,000 · Excepted Investment Fund · None (or less than $201) Schwab Bank $1,001 - $15,000 · None · None (or less than $201) QQQ - Invesco QQQ Trust $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) TJX - The TJX Companies, Inc. $50,001 - $100,000 · None · None (or less than $201) GDX - VanEck Vectors Gold Miners ETF $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) VGSTX - Vanguard STAR Inv $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) VWINX - Vanguard Wellesley Income Inv $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) SNVXX - Schwab Government Money Fund - Investor Shares $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) AVGO - Broadcom Inc. - Common Stock $1,001 - $15,000 · None · None (or less than $201) DELL - Dell Technologies Inc $1,001 - $15,000 · None · None (or less than $201) EVTMX - Eaton Vance Dividend Builder Fd Cl A $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) FAGAX - Fidelity Advisor Series II $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) VAFAX - Invesco American Franchise Fund Class A $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) MSIGX - Invesco Main Street Fund Class A $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) RSP - Invesco S&P 500 Equal Weight ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) GEV - GE Vernova Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) IRA Rollover #1 -- FHYTX - Federated Hermes Opportunistic High Yield Bond F $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) GE - GE Aerospace Common Stock $15,001 - $50,000 · None · None (or less than $201) GEHC - GE HealthCare Technologies Inc. - Common Stock $1,001 - $15,000 · None · None (or less than $201) SNSXX - Schwab U.S. Treasury Money Fund - Investor Shares $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) GEV - GE Vernova Inc. Common Stock $15,001 - $50,000 · None · None (or less than $201) WAB - Westinghouse Air Brake Technologies Corporation Common Stock $1,001 - $15,000 · None · None (or less than $201) IRA Rollover #2 -- FEQIX - Fidelity Equity-Income $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) FMAGX - Fidelity Magellan $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) FPURX - Fidelity Puritan $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) Self Employment IRA (SEP) -- MSIGX - Oppenheimer Main Street A $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) … 152 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate CollegeCounts 529 Fund - Child 1 -- ALMXA - Age-Based Moderate Ages 15-16 Portfolio $15,001 - $50,000 · None · None (or less than $201) ALXMC - Age-Based Moderate Ages 15-16 Portfolio $1,001 - $15,000 · None · None (or less than $201) CollegeCounts 529 Fund - Child 2 -- ALMXA - Age-Based Moderate Ages 15-16 Portfolio $15,001 - $50,000 · None · None (or less than $201) ALXMC - Age-Based Moderate Ages 15-16 Portfolio $1,001 - $15,000 · None · None (or less than $201) Raymond James - Spouse IRA -- AAPL - Apple Inc. - Common Stock $100,001 - $250,000 · None · None (or less than $201) BRK.B - Berkshire Hathaway Inc. New Common Stock $15,001 - $50,000 · None · None (or less than $201) SQ - Block, Inc. Class A Common Stock, None (or less than $1,001) · None · None (or less than $201) FNSXX - FIMM Money Market Port Instl Cl M/M None (or less than $1,001) · None · None (or less than $201) Raymond James $1,001 - $15,000 · None · None (or less than $201) GOOG - Alphabet Inc. - Class C Capital Stock $1,001 - $15,000 · None · None (or less than $201) AMZN - Amazon.com, Inc. - Common Stock $1,001 - $15,000 · None · None (or less than $201) EOG - EOG Resources, Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) JPM - JP Morgan Chase & Co. Common Stock $1,001 - $15,000 · None · None (or less than $201) MSFT - Microsoft Corporation - Common Stock $1,001 - $15,000 · None · None (or less than $201) NVDA - NVIDIA Corporation - Common Stock $1,001 - $15,000 · None · None (or less than $201) UPS - United Parcel Service, Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) V - Visa Inc. $1,001 - $15,000 · None · None (or less than $201) WMT - Walmart Inc. - Common Stock $1,001 - $15,000 · None · None (or less than $201) FLJP - Franklin FTSE Japan ETF $1,001 - $15,000 · None · None (or less than $201) PAVE - Global X U.S. Infrastructure Development ETF $1,001 - $15,000 · None · None (or less than $201) GSLC - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF $15,001 - $50,000 · None · None (or less than $201) QQQ - Invesco QQQ Trust, Series 1 $1,001 - $15,000 · None · None (or less than $201) IJH - iShares Core S&P Mid-Cap ETF $1,001 - $15,000 · None · None (or less than $201) IYW - iShares U.S. Technology ETF $15,001 - $50,000 · None · None (or less than $201) IYG - iShares U.S. Financial Services ETF $1,001 - $15,000 · None · None (or less than $201) IHI - iShares U.S. Medical Devices ETF $1,001 - $15,000 · None · None (or less than $201) EFV - iShares MSCI EAFE Value ETF $15,001 - $50,000 · None · None (or less than $201) EUFN - iShares MSCI Europe Financials ETF $1,001 - $15,000 · None · None (or less than $201) IEFA - iShares Core MSCI EAFE ETF $1,001 - $15,000 · None · None (or less than $201) IEMG - iShares Core MSCI Emerging Markets ETF $1,001 - $15,000 · None · None (or less than $201) EMXC - iShares MSCI Emerging Markets ex China ETF $1,001 - $15,000 · None · None (or less than $201) BBCA - JPMorgan BetaBuilders Canada ETF $1,001 - $15,000 · None · None (or less than $201) JEPI - JPMorgan Equity Premium Income ETF $15,001 - $50,000 · None · None (or less than $201) JIVE - JPMorgan International Value ETF $15,001 - $50,000 · None · None (or less than $201) SMH - VanEck Semiconductor ETF $15,001 - $50,000 · None · None (or less than $201) Brokerage Acct #1 - Raymond James -- AAPL - Apple Inc. - Common Stock $1,000,001 - $5,000,000 · Dividends · $2,501 - $5,000 … 105 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Edward Jones Brokerage #1 -- Edward Jones Investments $1,001 - $15,000 · None · None (or less than $201) Lincoln Shareholdrs Adv Old Contract #953048073 $50,001 - $100,000 · None · None (or less than $201) CWGIX - American Funds Capital World Growth & Income Fun $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 AMECX - The Income Fund of America Class A Shares $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 AIVSX - American Funds Investment CO of America A $15,001 - $50,000 · Excepted Investment Fund · $2,501 - $5,000 ANWPX - New Perspective Fund Class A Shares $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 IRA #1 -- Edward Jones Investments $1,001 - $15,000 · None · None (or less than $201) VYM - Vanguard High Dividend Yield ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VIG - Vanguard Div Appreciation ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VSS - Vanguard FTSE All-Wld ex-US SmCp Idx ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VWO - Vanguard FTSE Emerging Markets ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VUG - Vanguard Growth ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VB - Vanguard Small-Cap ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BIV - Vanguard Intermediate-Term Bond ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VEU - Vanguard FTSE All World Ex US ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VO - Vanguard Mid-Cap ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BSV - Vanguard Short-Term Bond Index Fund ETF Shares $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) IRA #2 -- VIG - Vanguard Div Appreciation ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VUG - Vanguard Growth ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VTV - Vanguard Value ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VEU - Vanguard FTSE All World Ex US ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VSS - Vanguard FTSE All-Wld ex-US SmCp Idx ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VO - Vanguard Mid-Cap ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BSV - Vanguard Short-Term Bond ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) TRGXX - T ROWE PRICE US TREASURY MONEY CLI $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VB - Vanguard Small-Cap ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BIV - Vanguard Intermediate-Term Bond ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) IRA #3 -- Edward Jones Investments $1,001 - $15,000 · None · None (or less than $201) EFG - iShares MSCI EAFE Growth ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) SDY - SPDR S&P Dividend ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VWO - Vanguard FTSE Emerging Markets ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VUG - Vanguard Growth ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VO - Vanguard Mid-Cap ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VB - Vanguard Small-Cap ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BIV - Vanguard Intermediate-Term Bond ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VSS - Vanguard FTSE All-Wld ex-US SmCp Idx ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) … 44 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate GAJPX - Goldman Sachs Dynamic Municipal Income Fund Class None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) XOM-Exxon Mobil Corporation (NYSE) $100,001 - $250,000 · Dividends · $5,001 - $15,000 VIG - Dividend Appreciation ETF Vanguard $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 XLE - SPDR Select Sector Fund - Energy Select Sector $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 SPY - SPDR S&P 500 $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) EPD-Enterprise Products Partners L.P. (NYSE) $100,001 - $250,000 · Dividends · $15,001 - $50,000 DRLL - EA Series Trust Strive U.S. Energy ETF $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 Victory Capital 529 - Child 2 -- Age-Based Option 14-15: Conservative Portfolio $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) Plan FBO Aggressive Growth Portfolio $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) Plan FBO Moderately Aggressive Portfolio $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) Plan FBO Moderate Portfolio $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) Fidelity 529 - Child 1 -- MA Portfolio 2027 $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) Traditional IRA -- GAFPX - Goldman Sachs Enhanced Dividend Global Equity Port $50,001 - $100,000 · Excepted Investment Fund · $1,001 - $2,500 Bank of America $1,001 - $15,000 · Interest · None (or less than $201) Bank of America $15,001 - $50,000 · Interest · None (or less than $201) American Express $50,001 - $100,000 · Interest · $201 - $1,000 Chase $1,001 - $15,000 · Interest · None (or less than $201) Texas ERS Retirement Account $50,001 - $100,000 · None · None (or less than $201) Health Equity HSA $1,001 - $15,000 · Interest · None (or less than $201) Morgan Lewis Bockius LLP Tax-Saver Retirement Plan -- Vanguard Target Retirement 2040 Tr I $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) VGSNX - Vanguard Real Estate Index Fund Institutional Shar $50,001 - $100,000 · Excepted Investment Fund · $1,001 - $2,500 AEPGX - American Funds Europacific Growth A $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) FSSLX - Fidelity Series Small Cap Core Fund $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) Morgan Lewis Bockius LLP Defined Contribution Plan -- Vanguard Target Retirement 2035 Tr I $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) Morgan Lewis Cash Balance Retirement Plan $500,001 - $1,000,000 · None · None (or less than $201) Goldman Sachs $1,001 - $15,000 · Interest · None (or less than $201) GS-The Goldman Sachs Group, Inc. $1,000,001 - $5,000,000 · Dividends, Interest · $50,001 - $100,000 Spouse 401K -- LIJIX - BlackRock LifePath Index 2035 Fund Institutional S $1,000,001 - $5,000,000 · Excepted Investment Fund · None (or less than $201) Bitcoin $100,001 - $250,000 · None · None (or less than $201) Bitcoin Miners -- Bitcoin Miners $1,001 - $15,000 · Other (Bitcoin) · Other $5,001.00 Private Equity Co-Investment Partners III LLC $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 TPG Tech Adjacencies II Access LLC $15,001 - $50,000 · Excepted Investment Fund · $2,501 - $5,000 8VC RSS Access LLC $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) … 13 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Personal Residence LLC -- Personal Residence - Naples $25,000,001 - $50,000,000 · None · None (or less than $201) Refundable Club Deposit 1 $1,001 - $15,000 · None · None (or less than $201) Refundable Club Deposit 2 $50,001 - $100,000 · None · None (or less than $201) Richard L. Scott Trust -- Morgan Stanley $50,001 - $100,000 · Interest · $2,501 - $5,000 Lower Alabama Gas Project Revenue Bond $100,001 - $250,000 · Interest · $2,501 - $5,000 Connecticut State Spec Tax Revenue Bond $100,001 - $250,000 · Interest · $2,501 - $5,000 Chicago Illinois Met Water Reclamation District Bond $250,001 - $500,000 · Interest · $15,001 - $50,000 AG SF (L) L.P. $15,001 - $50,000 · None · None (or less than $201) OVO Fund II, LLC $100,001 - $250,000 · Excepted Investment Fund · $1,001 - $2,500 Engine Capital, LP $1,000,001 - $5,000,000 · Excepted Investment Fund · $100,001 - $1,000,000 Nokomis Capital Partners, L.P. $1,001 - $15,000 · None · None (or less than $201) Pershing Advisor Solutions - BNY Mellon $5,000,001 - $25,000,000 · Interest · $100,001 - $1,000,000 G. Scott Capital Partners -- VCA TCG Holdings, LLC $5,000,001 - $25,000,000 · None · None (or less than $201) Pershing Advisor Solutions $100,001 - $250,000 · Interest · $5,001 - $15,000 VSS Structured Capital III, L.P. $500,001 - $1,000,000 · None · None (or less than $201) Columbia Collier Management, LLC -- Airplanes $25,000,001 - $50,000,000 · None · None (or less than $201) GLDM - SPDR Gold MiniShares $5,000,001 - $25,000,000 · Excepted Investment Fund · $2,501 - $5,000 Casdin Partners, LP $500,001 - $1,000,000 · Excepted Investment Fund · $100,001 - $1,000,000 Stonepine Capital, L.P. $1,000,001 - $5,000,000 · None · None (or less than $201) Third Prime Alpha Fund II, LP $250,001 - $500,000 · Excepted Investment Fund · $2,501 - $5,000 Fortress Credit Opportunities Fund V Expansion (A) LP $1,000,001 - $5,000,000 · Excepted Investment Fund · $100,001 - $1,000,000 ITE Rail Fund, LP c/o ITE Rail GP LLC $1,000,001 - $5,000,000 · None · None (or less than $201) GMO Equity Dislocation Fund LP $1,000,001 - $5,000,000 · Excepted Investment Fund · $100,001 - $1,000,000 Account Receivable from Anthony Franklin $15,001 - $50,000 · Interest · $1,001 - $2,500 Florida Cub, LLC -- Light-sport airplane $100,001 - $250,000 · None · None (or less than $201) South Carolina Ports Auth Revenue Bond None (or less than $1,001) · Interest · $5,001 - $15,000 Texas Water Dev Brd Revenue Bond $100,001 - $250,000 · Interest · $5,001 - $15,000 Salt River Proj Agric & Impt Pwr Dist AZ Revenue Bond None (or less than $1,001) · Interest · $2,501 - $5,000 University of Michigan Revenue Bond $100,001 - $250,000 · Interest · $5,001 - $15,000 Port of Seattle Washington Revenue Bond None (or less than $1,001) · Interest · $1,001 - $2,500 Arizona Board of Regents University of Arizona Sys Revenue Bond $100,001 - $250,000 · Interest · $5,001 - $15,000 District of Columbia Income Tax Revenue Bond $100,001 - $250,000 · Interest · $5,001 - $15,000 Washington St. General Obligation Bond $100,001 - $250,000 · Interest · $5,001 - $15,000 Hampton Roads Transn Accountability Commn Revenue Bond $100,001 - $250,000 · Interest · $5,001 - $15,000 AJ I Gainline LLC -- … 287 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Rental Property None (or less than $1,001) · Rent/Royalties · $2,501 - $5,000 Bank of America $1,001 - $15,000 · None · None (or less than $201) Maryland State Retirement and Pension Plan $100,001 - $250,000 · None · None (or less than $201)
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate BMO IRA -- ABALX - American Balanced Fund Class A Shs $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) Truist Bank $15,001 - $50,000 · None · None (or less than $201) CWGIX - American Funds Capital World Growth & Income Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) AMRMX - American Mutual Fund Class A Shares $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) Morgan Stanley Bank NA T2 $1,001 - $15,000 · None · None (or less than $201) BMO Brokerage Account -- American Express National Bank $1,001 - $15,000 · None · None (or less than $201) AMD - Adv Micro Devices $15,001 - $50,000 · None · None (or less than $201) GOOG - Alphabet Cl C $15,001 - $50,000 · None · None (or less than $201) AAPL - Apple Inc $1,001 - $15,000 · None · None (or less than $201) C - Citigroup Inc $1,001 - $15,000 · None · None (or less than $201) JPM - JP Morgan Chase & Company $1,001 - $15,000 · None · None (or less than $201) MCD - McDonald's Corp $1,001 - $15,000 · None · None (or less than $201) TM - Toyota Motor Corp Ltd Ord ADR $1,001 - $15,000 · None · None (or less than $201) FDX - Fedex Corp $1,001 - $15,000 · None · None (or less than $201) DIS - Walt Disney Company (The) Common Stock $1,001 - $15,000 · None · None (or less than $201) State of Illinois Deferred Compensation Plan -- VTTSX - Vanguard Target Retirement 2060 Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) BMO Bank N.A. $50,001 - $100,000 · Interest · $201 - $1,000 Child UTMA Account -- BMO Bank N.A. $1,001 - $15,000 · None · None (or less than $201) State Universities Retirement Plan (SURS) -- SURS Lifetime Income Strategy $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) Municipal Employees’ Annuity and Benefit Fund of Chicago $1,001 - $15,000 · None · None (or less than $201) Illinois General Assembly Retirement System (GARS) $100,001 - $250,000 · None · None (or less than $201) COUNTY EMPLOYEES' AND OFFICERS' ANNUITY AND BENEFIT FUND OF COOK COUNTY AND THE FOREST PRESERVE DISTRICT EMPLOYEES' ANNUITY AND BENEFIT FUND OF COOK COUNTY $15,001 - $50,000 · None · None (or less than $201) BMO Bank N.A. $1,001 - $15,000 · None · None (or less than $201)
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate EverBank $100,001 - $250,000 · Interest · $5,001 - $15,000 USAA $50,001 - $100,000 · Interest · $201 - $1,000 Charles Schwab Brokerage Account #1 -- Charles Schwab $1,001 - $15,000 · Interest · None (or less than $201) GWMIX - AMG GW&K Municipal Bond Fund - Class I $250,001 - $500,000 · Dividends · $5,001 - $15,000 BCOIX - Baird Core Plus Bond Fund - Institutional $50,001 - $100,000 · Dividends · $2,501 - $5,000 DHEIX - Diamond Hill Short Duration Securitized Bond Fund - Diamond Hill Short Duration Securitized Bond Fund Class I $50,001 - $100,000 · Dividends, Capital Gains · $5,001 - $15,000 NSTLX - Neuberger Berman Strategic Income Fund - Institutional Class $1,001 - $15,000 · Dividends · $1,001 - $2,500 VWSUX - Vanguard Ultra-Short-Term Tax-Exempt Fund - Admiral Shares $100,001 - $250,000 · Dividends · $2,501 - $5,000 CMNIX - Calamos Market Neutral Income Fund - Class I $100,001 - $250,000 · Dividends, Capital Gains · $2,501 - $5,000 DODFX - Dodge & Cox International Stock Fund - Class I $50,001 - $100,000 · Dividends, Capital Gains · $2,501 - $5,000 JOHIX - JOHCM International Select Fund - Institutional Shares $15,001 - $50,000 · Dividends, Capital Gains · $201 - $1,000 PDBC - Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $15,001 - $50,000 · Dividends · $201 - $1,000 IJH - iShares Core S&P Mid-Cap ETF $15,001 - $50,000 · Dividends · $201 - $1,000 IAU - iShares Gold Trust Shares $1,001 - $15,000 · None · None (or less than $201) IWB - iShares Russell 1000 ETF $100,001 - $250,000 · Dividends · $2,501 - $5,000 IWM - iShares Russell 2000 ETF $15,001 - $50,000 · Dividends, Capital Gains · $15,001 - $50,000 NOBL - ProShares S&P 500 Dividend Aristocrats ETF $100,001 - $250,000 · Dividends, Capital Gains · $2,501 - $5,000 SCHF - Schwab International Equity ETF $15,001 - $50,000 · Dividends · $201 - $1,000 SCHA - Schwab U.S. Small-Cap ETF $15,001 - $50,000 · Dividends · None (or less than $201) MDY - State Street SPDR S&P MIDCAP 400 ETF Trust $100,001 - $250,000 · Dividends · $2,501 - $5,000 VEU - Vanguard FTSE All-World ex-US Index Fund - ETF Shares $250,001 - $500,000 · Dividends, Capital Gains · $5,001 - $15,000 VWO - Vanguard Emerging Markets Stock Index Fund - ETF Shares $50,001 - $100,000 · Dividends, Capital Gains · $5,001 - $15,000 VUG - Vanguard Growth Index Fund - ETF Shares $100,001 - $250,000 · Dividends · None (or less than $201) VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund - ETF Shares $50,001 - $100,000 · Dividends · $2,501 - $5,000 VSS - Vanguard FTSE All-World ex-US Small-Cap Index Fund - ETF Shares None (or less than $1,001) · Dividends, Capital Gains · $2,501 - $5,000 EIHYX - Eaton Vance High Yield Municipal Income Fund - Eaton Vance High Yield Municipal Income Fund Class I None (or less than $1,001) · Dividends · $1,001 - $2,500 Charles Schwab Brokerage Account #2 -- Charles Schwab $1,001 - $15,000 · Interest · None (or less than $201) Louisiana Loc Govt $15,001 - $50,000 · Interest · $1,001 - $2,500 Ball St Univ Ind Un $15,001 - $50,000 · Interest · $1,001 - $2,500 Cook Cnty Ill Sch D $15,001 - $50,000 · Interest · $1,001 - $2,500 Southeastern PA Tra $15,001 - $50,000 · Interest · $201 - $1,000 Illinois Fin Auth R $15,001 - $50,000 · Interest · $1,001 - $2,500 Wayne Cnty Mich Arp $15,001 - $50,000 · None · None (or less than $201) Harris Cnty Tex Cul $15,001 - $50,000 · Interest · $1,001 - $2,500 Lansing Mich Brd Wt $15,001 - $50,000 · Interest · $1,001 - $2,500 Maine Fin Auth Rev $15,001 - $50,000 · Interest · $1,001 - $2,500 Kansas St Dept Tran $15,001 - $50,000 · Dividends · $1,001 - $2,500 Wayne Cnty Mich Arp $15,001 - $50,000 · Interest · $201 - $1,000 … 161 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Charles Schwab SEP IRA -- Charles Schwab Bank Sweep $1,001 - $15,000 · None · None (or less than $201) US Treasury 08/06/26 $15,001 - $50,000 · None · None (or less than $201) AEM - Agnico Eagle Mines Ltd $1,001 - $15,000 · None · None (or less than $201) ABEV - Ambev S.A. ADR $1,001 - $15,000 · None · None (or less than $201) APA - Apa Corp $1,001 - $15,000 · None · None (or less than $201) BAYRY - Bayer AG $1,001 - $15,000 · None · None (or less than $201) BRKB - Berkshire Hathaway $1,001 - $15,000 · None · None (or less than $201) BMY - Bristol-Myers Squibb Company $1,001 - $15,000 · None · None (or less than $201) CVE - Cenovus Energy Inc $1,001 - $15,000 · None · None (or less than $201) CVX - Chevron Corp $1,001 - $15,000 · None · None (or less than $201) CNH - CNH Industrial N.V. $1,001 - $15,000 · None · None (or less than $201) CMCSA - Comcast Corporation - Class A Common Stock $1,001 - $15,000 · None · None (or less than $201) COP - Conocophillips $1,001 - $15,000 · None · None (or less than $201) DVN - Devon Energy Corp $1,001 - $15,000 · None · None (or less than $201) DG - Dollar General Corp $1,001 - $15,000 · None · None (or less than $201) XOM - Exxon Mobil Corp $1,001 - $15,000 · None · None (or less than $201) FRFHF - Fairfax Financial Holdings LTD $1,001 - $15,000 · None · None (or less than $201) FHI - Federated Hermes, Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) BEN - Franklin Resources $1,001 - $15,000 · None · None (or less than $201) HPQ - HP Inc $1,001 - $15,000 · None · None (or less than $201) INTC - Intel Corp $1,001 - $15,000 · None · None (or less than $201) LKQ - LKQ Corp $1,001 - $15,000 · None · None (or less than $201) L - Loews Corp $1,001 - $15,000 · None · None (or less than $201) MRK - Merck & Co $1,001 - $15,000 · None · None (or less than $201) NEM - Newmont Corporation $1,001 - $15,000 · None · None (or less than $201) NVO - Novo Nordisk A/S ADR $1,001 - $15,000 · None · None (or less than $201) NTR - Nutrien Ltd $1,001 - $15,000 · None · None (or less than $201) OVV - Ovintiv Inc $1,001 - $15,000 · None · None (or less than $201) PKE - Park Aerospace Corp. Common Stock $1,001 - $15,000 · None · None (or less than $201) PFE - Pfizer Inc $1,001 - $15,000 · None · None (or less than $201) PWCDF - Power Corp CDA $1,001 - $15,000 · None · None (or less than $201) TECK - Teck Resources Ltd $1,001 - $15,000 · None · None (or less than $201) TRC - Tejon Ranch Company $1,001 - $15,000 · None · None (or less than $201) MOS - Mosaic Company $1,001 - $15,000 · None · None (or less than $201) TEN - Tsakos Energy Navigation Ltd $1,001 - $15,000 · None · None (or less than $201) VZ - Verizon Communications Inc $1,001 - $15,000 · None · None (or less than $201) WJX - Wajax Corp $1,001 - $15,000 · None · None (or less than $201) ADBE - Adobe Inc. - Common Stock $1,001 - $15,000 · None · None (or less than $201) BASF SE $1,001 - $15,000 · None · None (or less than $201) … 331 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate The Thomas Jonathan Ossoff Qualified Blind Trust of 2021 $1,000,001 - $5,000,000 · Qualified Blind Trust · $100,001 - $1,000,000 Fidelity IRA -- FDRXX - Fidelity Government Cash Reserves $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) State of Israel $1,001 - $15,000 · None · None (or less than $201) Edward Jones Roth IRA Select - Growth Focus -- EUSB - iShares ESG Advanced Total USD Bond Market ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) ESGV - Vanguard ESG U.S. Stock ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VSGX - Vanguard ESG International Stock ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) ARGFX - Ariel Fund Investor Cl $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) ARTZX - Artisan Sustainable Emerging Markets Fund - Inve $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BAFWX - Brown Advisory Sustainable Growth Fd Inst Shs $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) HGXIX - Hartford Global Impact Fund Class I $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) JACDX - John Hancock Global Environmental Opportunities Fund - Class R6 $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) PRBLX - Parnassus Core Equity Fund-Investor Shares $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) PTRSX - Pimco Total Return ESG Fund Class I3 $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) FGTXX - Goldman Sachs Financial Square Government Fund - Institutional Shares $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) Wells Fargo $15,001 - $50,000 · None · None (or less than $201) Edward Jones Brokerage Account -- Edward Jones $1,001 - $15,000 · None · None (or less than $201) U S Bank National Association Instl Certificate Deposit None (or less than $1,001) · Interest · $201 - $1,000 United States Treasury NTS $1,001 - $15,000 · Interest · $201 - $1,000 Fidelity Brokerage -- Fidelity Cash $15,001 - $50,000 · Interest · $201 - $1,000 Emory Clinic Inc. - 403(b) -- VFFVX - Vanguard Target Retirement 2055 Fund $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) Fidelity Brokerage -- SPAXX - Fidelity Government Money Market Fund $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Texas Blind Trust Unascertainable · Excepted Trust · None (or less than $201) Texas Blind Trust -- Asset of Texas Blind Trust $100,001 - $250,000 · None · None (or less than $201) Asset of Texas Blind Trust $250,001 - $500,000 · None · None (or less than $201) Asset of Texas Blind Trust $500,001 - $1,000,000 · None · None (or less than $201) Asset of Texas Blind Trust $100,001 - $250,000 · None · None (or less than $201) Asset of Texas Blind Trust $100,001 - $250,000 · None · None (or less than $201) Asset of Texas Blind Trust $100,001 - $250,000 · None · None (or less than $201) Asset of Texas Blind Trust $15,001 - $50,000 · None · None (or less than $201) Bank of the Ozarks $1,001 - $15,000 · None · None (or less than $201) American National Bank of Texas None (or less than $1,001) · None · None (or less than $201) W. Kenneth Paxton Jr PLLC None (or less than $1,001) · None · None (or less than $201) RSKA Holdings LLC -- 1% Interest Premier Vertical Properties -- 1% Cell Tower Income Premier Vertical Properties $1,001 - $15,000 · Rent/Royalties · $5,001 - $15,000 Tamka LLC -- American National Bank of Texas $1,001 - $15,000 · None · None (or less than $201) Premier Vertical Properties LP -- Cell Tower $250,001 - $500,000 · Rent/Royalties · $100,001 - $1,000,000 American National Bank of Texas $50,001 - $100,000 · None · None (or less than $201) BKV Energy Unascertainable · Rent/Royalties · $1,001 - $2,500 Oil & Gas Working Interests Unascertainable · Dividends · $201 - $1,000 GGBZX - Guidestone Funds Aggressive Allocation Fund - IN $100,001 - $250,000 · None · None (or less than $201) DFSCX - Dfa U.S. Micro Cap Portfolio $1,001 - $15,000 · None · None (or less than $201) DFEVX - Dfa Emerging Markets Value Portfolio $1,001 - $15,000 · None · None (or less than $201) DFISX - Dfa International Small Company Portfolio $1,001 - $15,000 · None · None (or less than $201) DFIVX - Dfa International Value Portfolio $1,001 - $15,000 · None · None (or less than $201) DFSVX - Dfa U.S. Small Cap Value Portfolio $1,001 - $15,000 · None · None (or less than $201) DFLVX - Dfa U.S. Large Cap Value Portfolio [The] $1,001 - $15,000 · None · None (or less than $201) DFLVX - Dfa U.S. Large Cap Value Portfolio [The] $100,001 - $250,000 · None · None (or less than $201) DFREX - Dfa Real Estate Securities Portfolio $1,001 - $15,000 · None · None (or less than $201) DISVX - Dfa International Small Cap Value Portfolio $1,001 - $15,000 · None · None (or less than $201) DFSCX - Dfa U.S. Micro Cap Portfolio $100,001 - $250,000 · None · None (or less than $201) DFEVX - Dfa Emerging Markets Value Portfolio $1,001 - $15,000 · None · None (or less than $201) DFISX - Dfa International Small Company Portfolio $50,001 - $100,000 · None · None (or less than $201) DFEMX - Dfa Emerging Markets Portfolio I $15,001 - $50,000 · None · None (or less than $201) DFSVX - Dfa U.S. Small Cap Value Portfolio $100,001 - $250,000 · None · None (or less than $201) DFREX - Dfa Real Estate Securities Portfolio $100,001 - $250,000 · None · None (or less than $201) DFIVX - Dfa International Value Portfolio $15,001 - $50,000 · None · None (or less than $201) DISVX - Dfa International Small Cap Value Portfolio $1,001 - $15,000 · None · None (or less than $201) … 15 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate HealthEquity Corporate $1,001 - $15,000 · None · None (or less than $201) Wells Fargo $1,001 - $15,000 · None · None (or less than $201) Merrill Lynch - CMA Account -- Bank of America, N.A. $1,001 - $15,000 · Interest · $2,501 - $5,000 ETHIX - Eaton Vance High Income Opportunites Fund Class $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 PGEOX - George Putnam Balanced Fund Class A $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 OIGAX - Invesco Oppenheimer International Growth Fund Cl $1,001 - $15,000 · Excepted Investment Fund · $2,501 - $5,000 IWM - iShares Russell 2000 ETF $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 LGRRX - Loomis Sayles Funds - Growth Fund Class A [Trust $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 MEIAX - MFS Series Trust I - MFS Value Fund Class A $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 PPSAX - Principal Funds Inc. - Spectrum Preferred and C $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 POGAX - Putnam Growth Opportunities Fund Class A $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 PEQUX - Putnam Focused International Equity Fund A $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BlackRock Liquidity Funds FedFund $100,001 - $250,000 · Excepted Investment Fund · $1,001 - $2,500 The Gamaliel Project LLC -- ML Bank Deposit Program $1,001 - $15,000 · Interest · $1,001 - $2,500 BlackRock Liquidity Funds FedFund $50,001 - $100,000 · Excepted Investment Fund · $1,001 - $2,500 MMBB - American Baptist Church Retirement Plan -- Balanced Fund $500,001 - $1,000,000 · Excepted Investment Fund · None (or less than $201) VTTHX - Vanguard Target Retirement 2035 Fund $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) MMBB - American Baptist Churches Tax-Deferred Annuity Plan -- Balanced Fund $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) VTTHX - Vanguard Target Retirement 2035 Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201)
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate US Bank Account **04 $100,001 - $250,000 · Interest · None (or less than $201) US Bank Account **25 $1,001 - $15,000 · None · None (or less than $201) US Bank Account **15 $15,001 - $50,000 · Interest · None (or less than $201) 40+ Acres Land, Ada County, ID $5,000,001 - $25,000,000 · Rent/Royalties · $5,001 - $15,000 40 +/- Acres Land, Canyon County, ID $5,000,001 - $25,000,000 · Rent/Royalties · $5,001 - $15,000 Black Angus Farms LLC -- Agricultural and Commercial Real Estate Property $5,000,001 - $25,000,000 · Rent/Royalties · $15,001 - $50,000 160 +/- Acres Land, Ada County, ID $1,000,001 - $5,000,000 · Rent/Royalties, Capital Gains · $15,001 - $50,000 American Trailer Sales Co - Marketing Livestock Trailers (2400 S. Janeen Street, Boise, ID 83709) $1,000,001 - $5,000,000 · Other (Other (Distribution)) · Other $100,001.00 Capital City Management LLC (5400 South Cole Road, Boise, ID 83709) -- Residential Real Property $250,001 - $500,000 · Rent/Royalties · $5,001 - $15,000 Ada County Rental Property $500,001 - $1,000,000 · Rent/Royalties · $15,001 - $50,000 Sage Meadow Ranch, Inc - Farm and Ranching Company (5400 South Cole Road, Boise, ID 83709) $250,001 - $500,000 · Dividends · None (or less than $201) Ada County Rental Property Desert $250,001 - $500,000 · Rent/Royalties · $15,001 - $50,000 JR & JR Properties LLC -- Commercial Real Estate $250,001 - $500,000 · Other (Partner Distribution) · $5,001 - $15,000Other $5,001.00 Public Employee Retirement System of Idaho Fund $50,001 - $100,000 · Excepted Investment Fund · $15,001 - $50,000 PERSI Choice 401(K) Plan -- PERSI Short Term Investment Portfolio $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) PERSI Total Return Fund $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) State of Idaho Deferred Compensation Program 457(b) Program -- Nationwide Fixed Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VINIX - Vanguard Institutional Index $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) Notes owed by Risch for Lt. Gov. Committees Resulting from 2002 Primary Election Campaign, Boise, ID $250,001 - $500,000 · Interest · None (or less than $201) Notes Owed by American Trailer Sales Co. $500,001 - $1,000,000 · Interest · None (or less than $201) T. Rowe Price Rollover IRA -- T. Rowe Price Summit Cash Reserve $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) PEXMX - T. Rowe Price Extended Equity Market Index Fund $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) PREIX - T. Rowe Price Equity Index Fund $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) Former Law Firm Simple Retirement Plan -- T. Rowe Price Mid-Cap Growth Fund $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) T. Rowe Price Small-Cap Stock Fund $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) T. Rowe Price Equity Income Fund $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) T. Rowe Price Extended Equity Market Index Fund $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) T. Rowe Price Government Money Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) T. Rowe Price U.S. Treasury Money Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) Tanaka Growth Fund $1,001 - $15,000 · Excepted Investment Fund · $1,001 - $2,500 Condominium $500,001 - $1,000,000 · None · None (or less than $201) Charles Schwab -- TQQQ - ProShares UltraPro QQQ $100,001 - $250,000 · Excepted Investment Fund · $1,001 - $2,500 … 2 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate German American Bank $15,001 - $50,000 · Interest · None (or less than $201) CPFXX - American Century Capital Preser (NASDAQ) $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BGEIX - American Century Global Gold Inv (NASDAQ) $50,001 - $100,000 · Excepted Investment Fund · $201 - $1,000 Alchemy, LLC -- Rental Property $100,001 - $250,000 · Rent/Royalties · $5,001 - $15,000 Carona Limited -- Rental Property 1 $1,001 - $15,000 · None · None (or less than $201) Rental Property 2 $1,001 - $15,000 · None · None (or less than $201) Rental Property 3 $1,001 - $15,000 · None · None (or less than $201) Rental Property 4 $15,001 - $50,000 · None · None (or less than $201) Rental Property 5 $1,001 - $15,000 · None · None (or less than $201) Rental Property 6 $1,001 - $15,000 · None · None (or less than $201) Cash $15,001 - $50,000 · None · None (or less than $201) JACNX - Janus Contrarian D (NASDAQ) $50,001 - $100,000 · Excepted Investment Fund · $5,001 - $15,000 NuView IRA Inc -- CHANDLER REAL ESTATE PARTNERS XV LP $50,001 - $100,000 · None · None (or less than $201) Chandler Real Estate Partners XIV LP $50,001 - $100,000 · None · None (or less than $201) Chandler Real Estate Partners XIII LP $50,001 - $100,000 · None · None (or less than $201) NuView IRA Inc $15,001 - $50,000 · None · None (or less than $201) Chandler Real Estate Partners XIX LP $15,001 - $50,000 · None · None (or less than $201) JANBX - Janus Henderson Balanced Fund Class D $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 JNMCX - Janus Henderson Mid Cap Value Fund Class D $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 JNRFX - Janus Henderson Research Fund Class D $50,001 - $100,000 · Excepted Investment Fund · $5,001 - $15,000 AOMIX - American Century Investments One Choice Portfolio: $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 GILD - Gilead Sciences, Inc. - Common Stock $1,001 - $15,000 · Dividends · $201 - $1,000 JNGSX - Janus Henderson Global Real Estate Fund - D Shar $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) Chandler Real Estate Partners XIII LP $100,001 - $250,000 · Rent/Royalties · $5,001 - $15,000 LUV - SOUTHWEST AIRLINES $1,001 - $15,000 · None · None (or less than $201) JNGTX - Janus Henderson Global Technology Fund - D Share $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 SPAXXX - FIDELITY GOVERMENT MONET MARKET $250,001 - $500,000 · Interest · $5,001 - $15,000 SPAXXX - FIDELITY GOVERMENT MONET MARKET $100,001 - $250,000 · Excepted Investment Fund · $2,501 - $5,000 FSPGX - Fidelity Large Cap Growth Index Fund $1,001 - $15,000 · Dividends · None (or less than $201) FBGRX - Fidelity Blue Chip Growth Fund $1,001 - $15,000 · Dividends · $201 - $1,000 FSELX - Fidelity Select Semiconductors Portfolio $1,001 - $15,000 · Dividends · $1,001 - $2,500 PCOXX FEDERATED HERMES PRM CASH $100,001 - $250,000 · Interest · $2,501 - $5,000 FSPGX - Fidelity Large Cap Growth Index Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) FBGRX - Fidelity Blue Chip Growth Fund $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 FSELX - Fidelity Select Semiconductors Portfolio $1,001 - $15,000 · Excepted Investment Fund · $1,001 - $2,500 ACDXX - Janus Henderson Government Money Market Fund - American Cancer Society Support - Class D $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 PCOXX - Federated Hermes Prime Cash Obligations Fund - Wealth Shares $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 … 10 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Spouse Retirement plan -- CREF Stock Account - R1 $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) CREF Growth Account - R1 $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) CREF Global Equities Account $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) TIAA-CREF Mid-Cap Growth Retire $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) TIAA-CREF Real Estate Sec Instl $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) CREF Bond Market Account - R1 $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) TIAA-CREF Social Choice Eq Instl $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) Teachers Personal Annuity Fixed Account $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) TIAA Traditional Annuity $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) TIAA Teacher's Personal Annuity Stock Account $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) CREF Inflation Linked Bond $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) CREF Equity Index $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) Spouse Retirement Plan 2 -- VALIC American Beacon Broadway Large Cap $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VALIC Growth Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VALIC Socially Responsible $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) VALIC Mid Cap Index $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VALIC Small Cap Index $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VALIC Intl Socially Responsible Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VALIC International Eqs Idx $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VALIC Inflation Protected Fund $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VALIC Small Cap Aggressive Growth $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VALIC Fixed Account Plus $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) VALIC Mid Cap Strategic Fund $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) Spousal Retirement IRA -- U.S. Federal Credit Union $15,001 - $50,000 · Dividends · $201 - $1,000 North Country Federal Credit Union $15,001 - $50,000 · Interest · $2,501 - $5,000 City of Burlington Pension Plan Unascertainable · None · None (or less than $201) U.S. Senate Federal Credit Union $100,001 - $250,000 · Dividends · $201 - $1,000 M & T Bank $1,001 - $15,000 · Interest · None (or less than $201) North Country Federal Credit Union $100,001 - $250,000 · Interest · $2,501 - $5,000 United States Congressional Credit Union $50,001 - $100,000 · Interest · $1,001 - $2,500
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Republic Bank and Trust $1,001 - $15,000 · Interest · None (or less than $201) MNNAX - Victory Munder Multi-Cap A $100,001 - $250,000 · Excepted Investment Fund · $15,001 - $50,000 VHCAX-Vanguard Capital Opportunity Adm (NASDAQ) $500,001 - $1,000,000 · Excepted Investment Fund · $5,001 - $15,000 VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ) $500,001 - $1,000,000 · Excepted Investment Fund · $2,501 - $5,000 VFIAX-Vanguard 500 Index Admiral (NASDAQ) $1,000,001 - $5,000,000 · Excepted Investment Fund · $2,501 - $5,000 Mitch IRA MLPA -- Fidelity Cash Reserves $1,001 - $15,000 · Interest · None (or less than $201) SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca) $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) IWM-iShares Russell 2000 $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) SPY - SPDR S&P 500 ETF $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) VO-Vanguard Mid-Cap ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) Vanguard 529 College Savings Plan -- Vanguard Target Enrollment 2032/2033 Portfolio $100,001 - $250,000 · None · None (or less than $201) Vanguard 529 College Savings Plan -- Vanguard Target Enrollment 2032/2033 Portfolio $100,001 - $250,000 · None · None (or less than $201) Real Property with Carriage House Rental $1,000,001 - $5,000,000 · Rent/Royalties · $15,001 - $50,000 UBS Pension Trust (9 items) -- UBS (uninvested cash held by UBS) $1,001 - $15,000 · Interest · None (or less than $201) WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) SDSCX - BNY Mellon Small/Mid Cap Growth Fund Class I $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) FEGIX-First Eagle Gold I (NASDAQ) $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) PEIIX - Principal Fds Inc. Equity Income Fd Insti $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) DPFFX-Delaware Diversified Income Instl (NASDAQ) $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) TGBAX-Templeton Global Bond Adv (NASDAQ) $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) PGDPX - Principal Global Div Inc P (NASDAQ) $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) (Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) (Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ) $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) (Heritage Foundation 403(b)) SWGXX - Schwab Government Money Fund None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) (Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) (Heritage Foundation Retirement) APHKX - Artisan International Value Fd Insti Shs $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) (Heritage Foundation Retirement) JDMNX - Janus Henderson Enterprise Fund - N Shares $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) (Heritage Foundation Retirement) PEQSX - Putnam Large Cap Value Fund Class R6 $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) (Heritage Foundation Retirement) GQGRX - Gqg Partners Emerging Markets Equity Fund R6 Sha $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) (Heritage Foundation Retirement) VFIAX - Vanguard 500 Index Fd Admiral Shs $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) (Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) (Heritage Foundation Retirement) FIWDX - Fidelity Advisor Strategic Income Fund Class Z $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) (Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) (Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) DWS Capital Growth VIP (Variable Interest Portfolio) Fund $500,001 - $1,000,000 · Excepted Investment Fund · None (or less than $201) … 54 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Bank of America $15,001 - $50,000 · Interest · None (or less than $201) Morgan Stanley IRA -- IAU - iShares Gold Trust None (or less than $1,001) · Capital Gains · $201 - $1,000 JFAMX - JPMorgan Emerging Markets Equity Fund Class A None (or less than $1,001) · Capital Gains · $201 - $1,000 Morgan Stanley BDP None (or less than $1,001) · Interest · None (or less than $201) CalPERS Unascertainable · None · None (or less than $201) Nationwide Savings Plus 401(k) -- Target Date Fund 2035 None (or less than $1,001) · Capital Gains, Excepted Investment Fund · $5,001 - $15,000 U.S. Senate Federal Credit Union None (or less than $1,001) · Interest · None (or less than $201) Los Angeles County, CA $1,000,001 - $5,000,000 · Rent/Royalties · $15,001 - $50,000
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Wells Fargo $1,001 - $15,000 · Interest · None (or less than $201) Wells Fargo $1,001 - $15,000 · Interest · None (or less than $201) Wells Fargo $1,001 - $15,000 · Interest · None (or less than $201) ICCU $1,001 - $15,000 · Interest · None (or less than $201) Fidelity 403B -- UC Pathway 2025 (NON40OHMS) $1,001 - $15,000 · Dividends · None (or less than $201) UC Pathway 2035 (NON40OHMT) $1,001 - $15,000 · Dividends · None (or less than $201) UC Pathway Income $1,001 - $15,000 · Dividends · None (or less than $201) UC Pathway 2040 (NON40OJNX) $15,001 - $50,000 · Dividends · None (or less than $201) Fidelity DCP -- UC Pathway 2050 (NON40OJNY) $15,001 - $50,000 · Dividends · None (or less than $201) Fidelity 457B -- UC Pathway 2035 (NON40OFMU) $15,001 - $50,000 · Dividends · None (or less than $201) UC Pathway 2045 (NON40OHMT) $15,001 - $50,000 · Dividends · None (or less than $201) WA PERS 3 $100,001 - $250,000 · Dividends, Interest · None (or less than $201) Fidelity IRA -- FCNTX - Fidelity Contrafund $15,001 - $50,000 · Dividends, Interest · None (or less than $201) FDRXX - Fidelity Government Cash Reserves $1,001 - $15,000 · Interest · None (or less than $201) Fidelity IRA -- Fidelity $15,001 - $50,000 · Dividends · None (or less than $201) CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - Class A $250,001 - $500,000 · Dividends · None (or less than $201) FXNAX - Fidelity U.S. Bond Index Fund $15,001 - $50,000 · Dividends · None (or less than $201) Fidelity -- Fidelity $15,001 - $50,000 · Interest · $1,001 - $2,500 FAGIX - Fidelity Capital & Income Fund $50,001 - $100,000 · Dividends · None (or less than $201) FZDXX - Fidelity Money Market Fund - Premium Class $1,001 - $15,000 · Dividends · None (or less than $201) IDA - IDACORP, Inc. Common Stock $15,001 - $50,000 · Dividends · $201 - $1,000 SPY - State Street SPDR S&P 500 ETF Trust $1,001 - $15,000 · Dividends · None (or less than $201) Daughter UGMA -- FPURX - Fidelity Puritan Fund $1,001 - $15,000 · Dividends · None (or less than $201) FTEXX - Fidelity Municipal Money Market Fund $1,001 - $15,000 · Dividends · None (or less than $201) SPAXX - Fidelity Government Money Market Fund $1,001 - $15,000 · Dividends · None (or less than $201) Fidelity 529 -- NH College Portfolio (NH0000909) $100,001 - $250,000 · None · None (or less than $201) Fidelity 529 -- NH College Portfolio (NH0000909) $15,001 - $50,000 · None · None (or less than $201) NH College Portfolio (NH0000909) $50,001 - $100,000 · None · None (or less than $201)
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Missouri Midway LLC -- Undeveloped Land/Real Estate Investment #4 $1,001 - $15,000 · None · None (or less than $201) Artzibushev - University One Limited Partnership -- Commercial Real Estate #1 $1,000,001 - $5,000,000 · Rent/Royalties · $15,001 - $50,000 Commercial Real Estate #4 $100,001 - $250,000 · Rent/Royalties · $15,001 - $50,000 USAA $15,001 - $50,000 · None · None (or less than $201) Residential Real Estate Investment #1 $100,001 - $250,000 · Rent/Royalties · $201 - $1,000 Undeveloped Land/Real Estate Investment #1 $50,001 - $100,000 · None · None (or less than $201) Undeveloped Land/Real Estate Investment #2 $100,001 - $250,000 · Rent/Royalties · $5,001 - $15,000 Residential Real Estate Investment #2 $100,001 - $250,000 · Rent/Royalties · $15,001 - $50,000 Gulf to Bay JV Partners LLC -- Commercial Real Estate #2 $100,001 - $250,000 · None · None (or less than $201) First Tampa Alexander LLC -- Commercial Real Estate #3 $100,001 - $250,000 · Rent/Royalties · $201 - $1,000 Truist $15,001 - $50,000 · None · None (or less than $201) Truist $15,001 - $50,000 · None · None (or less than $201) Residential Real Estate Investment #3 $50,001 - $100,000 · Rent/Royalties · $5,001 - $15,000 Undeveloped Land/Real Estate Investment #3 $15,001 - $50,000 · None · None (or less than $201) State of Florida Deferred Compensation Plan -- Nationwide 457(b) Account -- VSCIX - Vanguard Index Trust Small-Cap Index Fund Instl $50,001 - $100,000 · None, Excepted Investment Fund · None (or less than $201) PDGIX - T. Rowe Price Dividend Growth Fund - I Class $100,001 - $250,000 · None, Excepted Investment Fund · None (or less than $201) FLCNX - Fidelity Contrafund K6 $100,001 - $250,000 · None, Excepted Investment Fund · None (or less than $201) TRowePR Eq Inc B (XX465) $50,001 - $100,000 · None, Excepted Investment Fund · None (or less than $201) Merrill Lynch Brokerage Account #1 -- ML Bank Deposit Program $1,001 - $15,000 · None · None (or less than $201) XOM - Exxon Mobil Corp $1,001 - $15,000 · None · None (or less than $201) TRV - The Travelers Companies Inc $1,001 - $15,000 · None · None (or less than $201) TFC - Truist Financial Corp $1,001 - $15,000 · None · None (or less than $201) VLO - Valero Energy Corp $1,001 - $15,000 · None · None (or less than $201) WFC - Wells Fargo & Company $1,001 - $15,000 · None · None (or less than $201) JEPQ - JPM Nasdaq Equity Premium Income ETF $1,001 - $15,000 · Dividends, Excepted Investment Fund · $201 - $1,000 Family LI Trust -- Universal Life Insurance Policy $50,001 - $100,000 · None · None (or less than $201) Merrill Lynch Brokerage Account #2 -- BAC - Bank of America Corp $50,001 - $100,000 · Dividends · $1,001 - $2,500 ML Bank Deposit Program $1,001 - $15,000 · None · None (or less than $201) BLF Treasury Trust (TTTXX) $100,001 - $250,000 · Dividends · $5,001 - $15,000 BP - BP PLC $15,001 - $50,000 · Dividends · $201 - $1,000 XOM - Exxon Mobil Corp $1,001 - $15,000 · Dividends · $201 - $1,000 … 106 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Wells Fargo $1,001 - $15,000 · None · None (or less than $201) US Bank $1,001 - $15,000 · None · None (or less than $201) Voya - Health Care Savings Plan $1,001 - $15,000 · None · None (or less than $201) American Century Investments - MN DFL Simple IRA -- TWEIX - American Century Equity Income Investor Class $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) The Wealth Group - Beneficiary Roth IRA -- IVV - iShares Core S&P 500 ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VGT - Vanguard Information Tech ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) DYNF - iShares U.S. Equity Factor Rotation Active ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) QQQM - Invesco NASDAQ 100 ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) OEF - iShares S&P 100 ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BBUS - JPMorgan BetaBuilders U.S. Equity ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) The Wealth Group - Beneficiary IRA -- Raymond James Bank $1,001 - $15,000 · None · None (or less than $201) PONPX - Pimco Income Fund Class I-2 $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) IVV - iShares Core S&P 500 ETF $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) QUAL - iShares MSCI USA Quality Factor ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) COWZ - Pacer US Cash Cows 100 ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VGT - Vanguard Information Tech ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) DYNF - iShares U.S. Equity Factor Rotation Active ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) QQQM - Invesco NASDAQ 100 ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) OEF - iShares S&P 100 ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BBUS - JPMorgan BetaBuilders U.S. Equity ETF $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) Minnesota 529 Plan -- FGPGX - American Funds Growth Portfolio - Class 529-F-2 $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) FPPPX - American Funds Preservation Portfolio Class 529- $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) Pershing - Roth IRA -- BAGPX - Blackrock 60/40 Target Allocation Fund Investor $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) Empower - The Minneapolis Foundation 403(b) -- RFFTX - American Funds 2035 Target Date Retirement Fd Cl $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) Fidelity - American Public Media Group- Retirement Savings -- VTIVX - Vanguard Target Retirement 2045 Fund $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) Empower - The Mitchell Hamline School of Law 403(b) -- VTTHX - Vanguard Target Retirement 2035 Fund $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VFORX - Vanguard Target Retirement 2040 Fund - Investor Shares $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) Blaze Credit Union $15,001 - $50,000 · None · None (or less than $201) Life Insurance $15,001 - $50,000 · Dividends · $201 - $1,000 USAA Federal Savings Bank $1,001 - $15,000 · Interest · $201 - $1,000 University of Missouri Retirement Fund $50,001 - $100,000 · None · None (or less than $201) USAA Federal Savings Bank $1,001 - $15,000 · None · None (or less than $201) … 9 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Utah Community Credit Union $15,001 - $50,000 · None · None (or less than $201) Rollover IRA Fidelity Management -- FFTHX $100,001 - $250,000 · Dividends · None (or less than $201) Utah Retirement System -- Long Horizon Fund $15,001 - $50,000 · Dividends · None (or less than $201) Utah Community Credit Union $100,001 - $250,000 · None · None (or less than $201)
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Ohio Public Employee Retirement System $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) Huntington National Bank $15,001 - $50,000 · None · None (or less than $201) Huntington Bank $15,001 - $50,000 · Interest · $201 - $1,000 Congressional Federal Credit Union $1,001 - $15,000 · None · None (or less than $201) Northwest Bank $1,001 - $15,000 · None · None (or less than $201) Invesco Investment Services, Inc. 401(k) -- AADAX - Invesco Select Risk: Growth Investor Fund - Class A $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) State Teachers Retirement System of Ohio $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) TIAA-Denison University Retirement Plan -- TLWIX - Nuveen Lifecycle Index 2020 Fund - Class R6 $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201)
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Citizens Bank $100,001 - $250,000 · Interest · $5,001 - $15,000 Shaheen & Gordon, P.A, 401K Profit Sharing Plan -- Raymond James - Money Market None (or less than $1,001) · None · None (or less than $201) Real property at 107 Storrs Street, Concord, NH $100,001 - $250,000 · Rent/Royalties, Interest · $15,001 - $50,000 Promissory Note $15,001 - $50,000 · Interest · $5,001 - $15,000 Shaheen Enterprises, LLC -- Route 125 Associates $250,001 - $500,000 · None · None (or less than $201) Citizens Bank $15,001 - $50,000 · None · None (or less than $201) 903 Central Ave, Dover NH $100,001 - $250,000 · Rent/Royalties · $15,001 - $50,000 Atlas-Heritage Title Company $500,001 - $1,000,000 · Rent/Royalties · $100,001 - $1,000,000 76 Perkins Road $250,001 - $500,000 · Rent/Royalties · None (or less than $201) Vera Innovations $250,001 - $500,000 · None · None (or less than $201) Shop by Wheat $50,001 - $100,000 · None · None (or less than $201) Promissory Note $15,001 - $50,000 · None · None (or less than $201) Emerald Group LLC None (or less than $1,001) · Other (Ordinary Income) · $100,001 - $1,000,000Other $100,001.00 Shaheen Enterprises of Maine, LLC -- Molly O's Restaurant - 2 Main Street $500,001 - $1,000,000 · Rent/Royalties · $1,001 - $2,500 15 Reserve Street $250,001 - $500,000 · None · None (or less than $201) 4 Main Street $500,001 - $1,000,000 · Rent/Royalties · $15,001 - $50,000 4 Railroad Ave. $500,001 - $1,000,000 · Rent/Royalties · $2,501 - $5,000 3 A Street $500,001 - $1,000,000 · Rent/Royalties · $15,001 - $50,000 5 A Street $500,001 - $1,000,000 · Rent/Royalties · $15,001 - $50,000 1 Railroad Ave. $250,001 - $500,000 · Rent/Royalties · $2,501 - $5,000 Promissory Note $50,001 - $100,000 · Interest · $201 - $1,000 Promissory Note $100,001 - $250,000 · Interest · $15,001 - $50,000 Promissory Note $500,001 - $1,000,000 · None · None (or less than $201) Promissory Note $50,001 - $100,000 · Interest · $2,501 - $5,000 Promissory Note $50,001 - $100,000 · Interest · $15,001 - $50,000 Promissory Note None (or less than $1,001) · Interest · $5,001 - $15,000 Raymond James IRA -- FRSXX - Treasury Only Portfolio - Institutional Class $500,001 - $1,000,000 · Excepted Investment Fund · None (or less than $201) Raymond James SEP IRA -- FRSXX - Treasury Only Portfolio - Institutional Class $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201)
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Bank of America $100,001 - $250,000 · None · None (or less than $201) New Jersey Public Employee Retirement System Pension $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) Bank of America $1,001 - $15,000 · None · None (or less than $201) Fidelity Brokerage Account -- FNCMX - Fidelity Nasdaq Composite Index $50,001 - $100,000 · Excepted Investment Fund · $1,001 - $2,500 FOCPX - Fidelity OTC Pt $50,001 - $100,000 · Excepted Investment Fund · $15,001 - $50,000 FBGRX - Fidelity Blue Chip Growth Fund $50,001 - $100,000 · Excepted Investment Fund · $1,001 - $2,500 QQQ - Invesco QQQ Trust, Series 1 $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) FSPTX - Fidelity Select Technology $50,001 - $100,000 · Excepted Investment Fund · $5,001 - $15,000 FMILX - Fidelity New Millennium Fund $50,001 - $100,000 · Excepted Investment Fund · $2,501 - $5,000 SPAXX - Fidelity Government Money Market Fund None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) FWWFX - Fidelity Worldwide Fund None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) FEQIX - Fidelity Equity Income Fund $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 FBALX - Fidelity Balanced Fund None (or less than $1,001) · Excepted Investment Fund · $201 - $1,000 FGRIX - Fidelity Growth and Income Pt $15,001 - $50,000 · Excepted Investment Fund · $2,501 - $5,000 FLVCX - Fidelity Leveraged Company Stock Fd $50,001 - $100,000 · Excepted Investment Fund · $2,501 - $5,000 Fidelity $1,001 - $15,000 · None · None (or less than $201) FPURX - Fidelity Puritan Fund None (or less than $1,001) · Excepted Investment Fund · $2,501 - $5,000 FSPSX - Fidelity International Index Fund $50,001 - $100,000 · Excepted Investment Fund · $1,001 - $2,500 FEMKX - Fidelity Emerging Markets Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) Fidelity Traditional IRA -- FNCMX - Fidelity Nasdaq Composite Index $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) FOCPX - Fidelity OTC Pt None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) FBGRX - Fidelity Blue Chip Growth Fund $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) BPTIX - Baron Partners Fund Inst Shs None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) AKRE - Akre Focus ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) IVW - iShares S&P 500 Growth ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) FEQIX - Fidelity Equity Income Fund $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) FMILX - Fidelity New Millennium Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) FCNTX - Fidelity Contrafund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) FEMKX - Fidelity Emerging Markets Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) Bank of America $1,001 - $15,000 · None · None (or less than $201) BCWR HALLMARK, LLC $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 BRASA REAL ESTATE FUND II, LP $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 BRASA REAL ESTATE FUND III AFFILIATES, LP $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) Los Angeles City Employees' Retirement System (LACERS) $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) webAI, Inc. $50,001 - $100,000 · None · None (or less than $201) RBC Capital Markets LLC - Brokerage -- RBC $1,001 - $15,000 · None · None (or less than $201) JD - JD.com, Inc. - American Depositary Shares $1,001 - $15,000 · None · None (or less than $201) … 12 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Fidelity Brokerage -- FTIHX - Fidelity Total International Index Fund $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 FSKAX - Fidelity Total Market Index Fund $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 FXNAX - Fidelity U.S. Bond Index Fund $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 Fidelity Roth IRA -- FSKAX - Fidelity Total Market Index Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) FTIHX - Fidelity Total International Index Fund $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) FXNAX - Fidelity U.S. Bond Index Fund $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) Fidelity Self-Employed 401k -- FSKAX - Fidelity Total Market Index Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) FTIHX - Fidelity Total International Index Fund $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) FXNAX - Fidelity U.S. Bond Index Fund $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) Wells Fargo - Checking $1,001 - $15,000 · None · None (or less than $201) Employees Retirement System of Texas $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201)
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate David H. McCormick Fidelity Traditional IRA Account -- QQQ - Nasdaq QQQ Invesco ETF $100,001 - $250,000 · None · None (or less than $201) IJR - iShares Core S&P Small-Cap $50,001 - $100,000 · None · None (or less than $201) VIG - Dividend Appreciation ETF Vanguard $100,001 - $250,000 · None · None (or less than $201) VUG - Growth ETF Vanguard $100,001 - $250,000 · None · None (or less than $201) QIWSQ - Fidelity None (or less than $1,001) · None · None (or less than $201) David McCormick Charitable Gift Fund -- VGT - Information Technology ETF Vanguard None (or less than $1,001) · None · None (or less than $201) FCASH - Fidelity $15,001 - $50,000 · None · None (or less than $201) David H McCormick 2020 Dynasty Trust -- Fidelity David H McCormick 2020 Dynasty Trust Investment Account -- IJR - iShares Core S&P Small-Cap $100,001 - $250,000 · Dividends, Capital Gains · $15,001 - $50,000 QQQ - Nasdaq QQQ Invesco ETF $250,001 - $500,000 · Dividends, Capital Gains · $100,001 - $1,000,000 VIG - Dividend Appreciation ETF Vanguard $250,001 - $500,000 · Dividends, Capital Gains · $50,001 - $100,000 VUG - Growth ETF Vanguard $250,001 - $500,000 · Dividends, Capital Gains · $100,001 - $1,000,000 FCASH- Fidelity $15,001 - $50,000 · Interest · $201 - $1,000 DGRW - WisdomTree U.S. Quality Dividend Growth Fund $50,001 - $100,000 · Dividends · $201 - $1,000 US Treasury $50,001 - $100,000 · None · None (or less than $201) Dynasty Trust Real Estate Investment $1,000,001 - $5,000,000 · Rent/Royalties · None (or less than $201) Dina Powell Investments -- GSLC - GS Activebeta US Largecap ETF Over $1,000,000 and held independently by spouse or dependent child · Dividends, Capital Gains · $5,001 - $15,000 BSPGX - Ishares S&P 500 Index Fund - Class G $100,001 - $250,000 · Dividends, Capital Gains · $1,001 - $2,500 BTMKX-Ishares MSCI EAFE International Index Fund - Cla $15,001 - $50,000 · Dividends, Capital Gains · $1,001 - $2,500 SSHQX - State Street Hedged International Developed Equi $15,001 - $50,000 · Dividends, Capital Gains · $1,001 - $2,500 DBEF - Xtrackers MSCI EAFE Hedged Equity ETF $250,001 - $500,000 · Dividends, Capital Gains · $15,001 - $50,000 Goldman Sachs Over $1,000,000 and held independently by spouse or dependent child · Interest · $100,001 - $1,000,000 GTFPX $250,001 - $500,000 · Dividends, Capital Gains · $5,001 - $15,000 GSKPX Over $1,000,000 and held independently by spouse or dependent child · Dividends, Capital Gains · $100,001 - $1,000,000 GS Restricted Stock Units Over $1,000,000 and held independently by spouse or dependent child · None · None (or less than $201) PENNSYLVANIA ST GO JD GO BDS FIRST SER PRERE $250,001 - $500,000 · Interest · $5,001 - $15,000 Stonebridge 2021 Access Fund LP $250,001 - $500,000 · Excepted Investment Fund · $50,001 - $100,000 Stonebridge 2022 Access Fund $500,001 - $1,000,000 · Excepted Investment Fund · $50,001 - $100,000 PPS Investors Employee LP $500,001 - $1,000,000 · Excepted Investment Fund · None (or less than $201) West Street Senior Credit Partners III Employee Fund $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) CARLISLE BORO PA GO JJ GO BDS $50,001 - $100,000 · Interest · $2,501 - $5,000 SPRING TWP PA GO BDS $15,001 - $50,000 · Interest · $1,001 - $2,500 ALLEGHENY CNTY PA SAN AUTH SWR REV JD REV BDS 2020 $50,001 - $100,000 · Interest · $2,501 - $5,000 PITTSBURGH PA SCH DIST GO MS GO BDS 2019 $50,001 - $100,000 · Interest · $2,501 - $5,000 LOWER MERION PA SCH DIST GO MN GO BDS $50,001 - $100,000 · Interest · $2,501 - $5,000 PENNSYLVANIA ST GO MN GO BDS First Ser $50,001 - $100,000 · Interest · $2,501 - $5,000 … 335 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Wells Fargo $1,001 - $15,000 · None · None (or less than $201) American National Bank $50,001 - $100,000 · None · None (or less than $201) Vanguard Rollover IRA -- VMRXX - Vanguard Cash Reserves Federal Money Market Fund - Admiral Shares $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201)
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Donald Tracy IRA -- ADBE - Adobe Inc. - Common Stock $15,001 - $50,000 · Dividends · None (or less than $201) AMD - Adv Micro Devices $15,001 - $50,000 · Dividends · None (or less than $201) GOOGL - Alphabet Inc. - Class A Common Stock $15,001 - $50,000 · Dividends · None (or less than $201) AMZN - Amazon.com Inc $15,001 - $50,000 · Dividends · None (or less than $201) AXP - American Express Company $15,001 - $50,000 · Dividends · None (or less than $201) AMT - American Tower Corp $15,001 - $50,000 · Dividends · $201 - $1,000 AAPL - Apple Inc $15,001 - $50,000 · Dividends · None (or less than $201) ANET - Arista Networks Inc $15,001 - $50,000 · Dividends · None (or less than $201) CRWD - CrowdStrike Holdings, Inc. - Class A Common Stock $15,001 - $50,000 · Dividends · None (or less than $201) EOG - Eog Resources $15,001 - $50,000 · Dividends · $201 - $1,000 FTEC - Fidelity MSCI Information Technology Index ETF $50,001 - $100,000 · Dividends · $201 - $1,000 META - Meta Platforms Inc $15,001 - $50,000 · Dividends · None (or less than $201) MSFT - Microsoft Corp $15,001 - $50,000 · Dividends · None (or less than $201) NFLX - Netflix Inc $15,001 - $50,000 · Dividends · None (or less than $201) NVDA - Nvidia Corp $15,001 - $50,000 · Dividends · None (or less than $201) PANW - Palo Alto Networks Inc $15,001 - $50,000 · Dividends · None (or less than $201) QCOM - Qualcomm Inc $15,001 - $50,000 · Dividends · $201 - $1,000 CRM - Salesforce Inc $15,001 - $50,000 · Dividends · None (or less than $201) TSLA - Tesla Inc. $15,001 - $50,000 · Dividends · None (or less than $201) V - Visa Inc $15,001 - $50,000 · Dividends · None (or less than $201) ACN - Accenture Plc $15,001 - $50,000 · Dividends · $201 - $1,000 ALLE - Allegion Plc $15,001 - $50,000 · Dividends · $201 - $1,000 BLK - Blackrock Inc $15,001 - $50,000 · Dividends · $201 - $1,000 AVGO - Broadcom Inc. - Common Stock $15,001 - $50,000 · Dividends · None (or less than $201) SCHW - The Charles Schwab Corp $15,001 - $50,000 · Dividends · $201 - $1,000 EMR - Emerson Electric Company $15,001 - $50,000 · Dividends · $201 - $1,000 HON - Honeywell International Inc $15,001 - $50,000 · Dividends · $201 - $1,000 NEM - Newmont Corporation $15,001 - $50,000 · Dividends · $201 - $1,000 ORCL - Oracle Corp $15,001 - $50,000 · Dividends · $201 - $1,000 PEP - Pepsico Inc $15,001 - $50,000 · Dividends · $201 - $1,000 PLD - Prologis Inc $15,001 - $50,000 · Dividends · $201 - $1,000 TDY - Teledyne Technologies Inc $15,001 - $50,000 · Dividends · None (or less than $201) CVX - Chevron Corp $15,001 - $50,000 · Dividends · $201 - $1,000 CEG - Constellation Energy Corp $15,001 - $50,000 · Dividends · None (or less than $201) ETN - Eaton Corp $15,001 - $50,000 · Dividends · $201 - $1,000 RDVY - First Trust Rising Dividend Achievers ETF $100,001 - $250,000 · Dividends · $201 - $1,000 GS - Goldman Sachs Group $15,001 - $50,000 · Dividends · $201 - $1,000 JPM - JP Morgan Chase & Company $15,001 - $50,000 · Dividends · $201 - $1,000 MRK - Merck & Company $15,001 - $50,000 · Dividends · None (or less than $201) … 96 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Timothy P Sheehy Irrevocable Trust -- Turtle Lake Holding Company, LLC -- Morgan Stanley #1.1.1 -- Morgan Stanley $50,001 - $100,000 · Interest · $1,001 - $2,500 RSP - Invesco S&P 500 Equal Weight ETF (DISPOSED) None (or less than $1,001) · Excepted Investment Fund · $2,501 - $5,000 CSHIX - Credit Suisse High Income Fund Common (DISPOSED) None (or less than $1,001) · Excepted Investment Fund · $15,001 - $50,000 ACTDX - INVESCO HIGH YIELD MUNICIPAL FUND - Class Y (DISPOSED) None (or less than $1,001) · Excepted Investment Fund · $5,001 - $15,000 MMHIX - NYLI MacKay High Yield Muni Bond Fund - Class I (DISPOSED) None (or less than $1,001) · Excepted Investment Fund · $5,001 - $15,000 MTBIX - NYLI MacKay Tax Free Bond Fund - Class I (DISPOSED) None (or less than $1,001) · Excepted Investment Fund · $15,001 - $50,000 PIMSX - Virtus Newfleet Multi-Sector Short Term Bond Fund - Class I (DISPOSED) None (or less than $1,001) · Excepted Investment Fund · $15,001 - $50,000 IEFA - iShares Core MSCI EAFE ETF $1,000,001 - $5,000,000 · Excepted Investment Fund · $15,001 - $50,000 IEMG - iShares Core MSCI Emerging Markets ETF $500,001 - $1,000,000 · Excepted Investment Fund · $15,001 - $50,000 IVV - iShares Core S&P 500 ETF $500,001 - $1,000,000 · Excepted Investment Fund · $2,501 - $5,000 IWF - iShares Russell 1000 Growth ETF $1,000,001 - $5,000,000 · Excepted Investment Fund · $2,501 - $5,000 IWD - iShares Russell 1000 Value ETF $1,000,001 - $5,000,000 · Excepted Investment Fund · $15,001 - $50,000 IWP - iShares Russell Mid-Cap Growth ETF $250,001 - $500,000 · Excepted Investment Fund · $201 - $1,000 IWS - iShares Russell Mid-Cap Value ETF $100,001 - $250,000 · Excepted Investment Fund · $1,001 - $2,500 BSV - Vanguard Short-Term Bond Index Fund - ETF Shares $250,001 - $500,000 · Excepted Investment Fund · $5,001 - $15,000 BND - Vanguard Total Bond Market Index Fund - ETF Shares $1,000,001 - $5,000,000 · Excepted Investment Fund · $15,001 - $50,000 MUAIX - Ultra Short Income Portfolio - Class A (DISPOSED) None (or less than $1,001) · Excepted Investment Fund · $201 - $1,000 Morgan Stanley #1.1.2 -- Morgan Stanley None (or less than $1,001) · Interest · None (or less than $201) Morgan Stanley #1.1.3 -- Morgan Stanley $1,001 - $15,000 · Interest · None (or less than $201) FS NYDIG SELECT BITCOIN LP $250,001 - $500,000 · None · None (or less than $201) ARES SPORTS, MEDIA AND ENTERTAINMENT FUND $100,001 - $250,000 · Excepted Investment Fund · $15,001 - $50,000 ASHBRIDGE SECONDARIES II $250,001 - $500,000 · Excepted Investment Fund · $1,001 - $2,500 Morgan Stanley #1.1.4 -- Morgan Stanley None (or less than $1,001) · Interest · None (or less than $201) Morgan Stanley #1.1.5 -- Morgan Stanley None (or less than $1,001) · Interest · $2,501 - $5,000 Merrill Lynch #1.1.6 -- Merrill Lynch $1,001 - $15,000 · Interest · $201 - $1,000 Element Capital LLC -- Merrill Lynch #1.1.7.1 $50,001 - $100,000 · Interest · $1,001 - $2,500 Morgan Stanley #1.1.7.2 -- Morgan Stanley $50,001 - $100,000 · Interest · $201 - $1,000 MUAIX - Ultra Short Income Portfolio - Class A $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 Note Receivable - Little Belt Cattle Company LLC $500,001 - $1,000,000 · Interest · $15,001 - $50,000 Interest in Blackstone Growth L.P. $250,001 - $500,000 · Excepted Investment Fund · $2,501 - $5,000 … 165 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Wells Fargo IRA -- Wells Fargo Bank, N.A. $15,001 - $50,000 · None · None (or less than $201) SPY - SPDR S&P 500 ETF $1,000,001 - $5,000,000 · Excepted Investment Fund · None (or less than $201) FTIXX - Goldman Sachs Financial Square Treasury Instruments Fund - Institutional Shares $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) JPMorgan Chase Bank, NA $50,001 - $100,000 · None · None (or less than $201) The MRW Blind Trust -- JPM TR I TAX FREE RESERVE SWEEP FD $500,001 - $1,000,000 · Interest · $5,001 - $15,000 Wells Fargo - Cash Reserve Prime Series Money Market Fund $50,001 - $100,000 · Interest · $201 - $1,000 Murray Bonitt Receivable $50,001 - $100,000 · None · None (or less than $201) Capital Cellular Corporation -- MSA Investments, LP -- Topeka KS, LP -- Minority Interest in Topeka, KS RSA Cellular License $500,001 - $1,000,000 · Dividends · $50,001 - $100,000 Petersburg Cellular Partnership -- Minority Interest in FCC 601 Petersburg-Colonial Heights-Hopewell VA MSA $500,001 - $1,000,000 · Dividends · $100,001 - $1,000,000 Columbia Capital Equity Partners IV, L.P. $500,001 - $1,000,000 · Excepted Investment Fund · $100,001 - $1,000,000 Updata Partners III L.P. $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) AP Europe VII, LP $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 WDE Partners, LP -- West Deptford Energy Holdings, LLC None (or less than $1,001) · Interest, Other (Ordinary Income) · None (or less than $201)Other $50,001.00 Echo Bridge Realty Fund I, L.P. -- Wilton GSE LLC $15,001 - $50,000 · None · None (or less than $201) Edge Principal Investments III, LP $500,001 - $1,000,000 · Excepted Investment Fund · $100,001 - $1,000,000 Riverstone Global Energy and Power Private Investors V, LLC $50,001 - $100,000 · Excepted Investment Fund · $15,001 - $50,000 New Amsterdam BC Investors, LLC -- BetterCloud None (or less than $1,001) · None · None (or less than $201) Sachs Capital Fund II, LLC $1,000,001 - $5,000,000 · Excepted Investment Fund · $100,001 - $1,000,000 SPY - SPDR S&P 500 ETF $25,000,001 - $50,000,000 · Excepted Investment Fund · $100,001 - $1,000,000 Apollo EPF Private Investors, LLC $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) Legacy Airwest IX, LLC -- Airwest IX Warehouse $500,001 - $1,000,000 · Rent/Royalties · $50,001 - $100,000 Elysium Health, Inc. $100,001 - $250,000 · None · None (or less than $201) Snap+Style, Inc. (RemoteRetail) $250,001 - $500,000 · None · None (or less than $201) GWMIX - AMG GW&K Municipal Bond Fund Class I $1,000,001 - $5,000,000 · Excepted Investment Fund · $50,001 - $100,000 VEPF VI FAF, L.P. $1,000,001 - $5,000,000 · Excepted Investment Fund · $100,001 - $1,000,000 Fidelity Brokerage Services LLC $1,001 - $15,000 · None · None (or less than $201) HPRE Fund I US FI LP $1,000,001 - $5,000,000 · Excepted Investment Fund · $15,001 - $50,000 Health Velocity Capital I, LP $500,001 - $1,000,000 · Excepted Investment Fund · $2,501 - $5,000 Columbia Capital Equity Partners VII (QP), LP $1,000,001 - $5,000,000 · Excepted Investment Fund · $2,501 - $5,000 VEA - Vanguard FTSE Developed Markets Index Fund ETF Sha $5,000,001 - $25,000,000 · Excepted Investment Fund · $100,001 - $1,000,000 … 120 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Texas Blind Trust -- Asset of Texas Blind Trust Res Prop 523 $250,001 - $500,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 615 $250,001 - $500,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 833 $500,001 - $1,000,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 180 $250,001 - $500,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 218 $1,000,001 - $5,000,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 142 $250,001 - $500,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 104 $500,001 - $1,000,000 · None · None (or less than $201) Asset of Texas Blind Trust Undeveloped Land $1,000,001 - $5,000,000 · None · None (or less than $201) DFEMX - Emerging Markets Portfolio - EMERGING MARKETS PORTFOLIO - INSTITUTIONAL CLASS $15,001 - $50,000 · None · None (or less than $201) DFEVX - EMERGING MARKETS VALUE PORTFOLIO - EMERGING MARKETS VALUE PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFISX - INTERNATIONAL SMALL COMPANY PORTFOLIO - INTERNATIONAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS $50,001 - $100,000 · None · None (or less than $201) DFIVX - DFA INTERNATIONAL VALUE PORTFOLIO - DFA INTERNATIONAL VALUE PORTFOLIO- INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFLVX - U.S. LARGE CAP VALUE PORTFOLIO - U.S. LARGE CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS $250,001 - $500,000 · None · None (or less than $201) DFREX - DFA REAL ESTATE SECURITIES PORTFOLIO - DFA REAL ESTATE SECURITIES PORTFOLIO - INSTITUTIONAL CLASS $100,001 - $250,000 · None · None (or less than $201) DFSCX - U.S. MICRO CAP PORTFOLIO - U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS $100,001 - $250,000 · None · None (or less than $201) DFSVX - U.S. SMALL CAP VALUE PORTFOLIO - U.S. SMALL CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS $100,001 - $250,000 · None · None (or less than $201) DFUSX - U.S. LARGE COMPANY PORTFOLIO $250,001 - $500,000 · None · None (or less than $201) DISVX - DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO - DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) VIIIX - Vanguard Institutional Index Fund - Institutional Plus Shares $1,000,001 - $5,000,000 · None · None (or less than $201) VITAX - Vanguard Information Technology Index Fund - Admiral Shares $250,001 - $500,000 · None · None (or less than $201) VMFXX - Vanguard Federal Money Market Fund - Investor Shares None (or less than $1,001) · None · None (or less than $201) VPMCX - Vanguard PRIMECAP Fund - Investor Shares $1,001 - $15,000 · None · None (or less than $201) VTSAX - Vanguard Total Stock Market Index Fund - Admiral Shares $250,001 - $500,000 · None · None (or less than $201) DFEMX - Emerging Markets Portfolio - EMERGING MARKETS PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFEVX - EMERGING MARKETS VALUE PORTFOLIO - EMERGING MARKETS VALUE PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFISX - INTERNATIONAL SMALL COMPANY PORTFOLIO - INTERNATIONAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFIVX - DFA INTERNATIONAL VALUE PORTFOLIO - DFA INTERNATIONAL VALUE PORTFOLIO- INSTITUTIONAL CLASS $15,001 - $50,000 · None · None (or less than $201) DFLVX - U.S. LARGE CAP VALUE PORTFOLIO - U.S. LARGE CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS $15,001 - $50,000 · None · None (or less than $201) DFREX - DFA REAL ESTATE SECURITIES PORTFOLIO - DFA REAL ESTATE SECURITIES PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFSCX - U.S. MICRO CAP PORTFOLIO - U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFSVX - U.S. SMALL CAP VALUE PORTFOLIO - U.S. SMALL CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS $15,001 - $50,000 · None · None (or less than $201) DFUSX - U.S. LARGE COMPANY PORTFOLIO $15,001 - $50,000 · None · None (or less than $201) GEQZX - EQUITY INDEX FUND - Investor $1,000,001 - $5,000,000 · None · None (or less than $201) GGBZX - Aggressive Allocation Fund - Investor $100,001 - $250,000 · None · None (or less than $201) GGEZX - GROWTH EQUITY FUND - Investor $100,001 - $250,000 · None · None (or less than $201) GSCZX - SMALL CAP EQUITY FUND - Investor $100,001 - $250,000 · None · None (or less than $201) GVEZX - VALUE EQUITY FUND - Investor $100,001 - $250,000 · None · None (or less than $201) VMFXX - Vanguard Federal Money Market Fund - Investor Shares $1,001 - $15,000 · None · None (or less than $201) VTSAX - Vanguard Total Stock Market Index Fund - Admiral Shares $50,001 - $100,000 · None · None (or less than $201) … 18 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Arp & Hammond Hardware Company $1,000,001 - $5,000,000 · Dividends · None (or less than $201) Qualified Blind Trust $500,001 - $1,000,000 · Qualified Blind Trust · $5,001 - $15,000 Lummis Livestock Company LLC -- Ranch owned by Lummis Livestock Company $1,000,001 - $5,000,000 · None · None (or less than $201) Sweetgrass Land Co. LLC -- Sweetgrass $1,000,001 - $5,000,000 · None · None (or less than $201) Laramie River Ranch LLC -- Ranch land owned by Laramie River Ranch LLC $1,000,001 - $5,000,000 · Rent/Royalties · $15,001 - $50,000 Wyoming Retirement System Public Employees Pension Plan $15,001 - $50,000 · None · None (or less than $201) D.A. Davidson Retirement Account -- FPNIX - Fpa New Income $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) IGFFX - International Growth and Income Fd Cl F-2 Shs None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) VGIIX - Jpmorgan U.S. Value Fund Class I $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) HLGEX - Jpmorgan Mid Cap Growth Fund I Class None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) MQGIX - MFS International Growth Fund - Class I None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) RAIIX - Rainier International Discovery Series - Class I None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) ANWFX - New Perspective Fund Class F-2 Shares None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) PJFZX - PGIM Jennison Growth Fund Class Z None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) PDBZX - PGIM Total Return Bond Fund Class Z $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) TRAIX - T. Rowe Price Capital Appreciation Fund - I Clas $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) PRVIX - T. Rowe Price Small-Cap Value Fund - I Class None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) RPIFX - T. Rowe Price Institutional Floating Rate Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VUSTX - Vanguard Long-Term Treasury Fund None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) VMFXX $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VSMAX - Vanguard Small Cap Index Fd Admiral Shs $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VFIAX - Vanguard 500 Index Fd Admiral Shs $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) PIMSX - Virtus Newfleet Multi-Sector Short Term Bond Fun $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) WMFFX - Washington Mutual Investors Fund Cl F-2 Shs $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) PRWCX - T. Rowe Price Capital Appreciation Fund None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) CGGR - Capital Group Growth ETF - Share class $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) CGGO - Capital Group Global Growth Equity ETF - Share class $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 CGMS - Capital Group U.S. Multi-Sector Income ETF - Share class $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 CGCB - Capital Group Core Bond ETF - Share class $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 CGIE- Capital Group INTL Equity ETF $50,001 - $100,000 · Excepted Investment Fund · $201 - $1,000 QQQ-INVESCO QQQ ETF $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 CALF - Pacer US Small Cap Cash Cows ETF $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 SCHD - Schwab U.S. Dividend Equity ETF $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 TMSL - T. Rowe Price Small-Mid Cap ETF $50,001 - $100,000 · Excepted Investment Fund · $201 - $1,000 SMH - VanEck Semiconductor ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VBR - Vanguard Small-Cap Value Index Fund - ETF Shares $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 … 17 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate BMO IRA -- ABALX - American Balanced Fund Class A Shs $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) Citibank NA $15,001 - $50,000 · None · None (or less than $201) CWGIX - American Funds Capital World Growth & Income Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) AMRMX - American Mutual Fund Class A Shares $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) BMO Brokerage Account -- Goldman Sachs Bank USA $1,001 - $15,000 · None · None (or less than $201) AMD - Adv Micro Devices $1,001 - $15,000 · None · None (or less than $201) GOOG - Alphabet Cl C $1,001 - $15,000 · None · None (or less than $201) AAPL - Apple Inc $1,001 - $15,000 · None · None (or less than $201) C - Citigroup Inc $1,001 - $15,000 · None · None (or less than $201) JPM - JP Morgan Chase & Company $1,001 - $15,000 · None · None (or less than $201) MCD - McDonald's Corp $1,001 - $15,000 · None · None (or less than $201) NKE - Nike Inc $1,001 - $15,000 · None · None (or less than $201) TM - Toyota Motor Corp Ltd Ord ADR $1,001 - $15,000 · None · None (or less than $201) FDX - Fedex Corp $1,001 - $15,000 · None · None (or less than $201) BMO Bank N.A. $1,001 - $15,000 · None · None (or less than $201) State of Illinois Deferred Compensation Plan -- VTTSX - Vanguard Target Retirement 2060 Fund $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 BMO Bank N.A. $15,001 - $50,000 · None · None (or less than $201) Child UTMA Account -- BMO Bank N.A. $1,001 - $15,000 · None · None (or less than $201) State Universities Retirement Plan (SURS) -- SURS Lifetime Income Strategy $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) Municipal Employees’ Annuity and Benefit Fund of Chicago $1,001 - $15,000 · None · None (or less than $201) Illinois General Assembly Retirement System (GARS) $50,001 - $100,000 · None · None (or less than $201) COUNTY EMPLOYEES' AND OFFICERS' ANNUITY AND BENEFIT FUND OF COOK COUNTY AND THE FOREST PRESERVE DISTRICT EMPLOYEES' ANNUITY AND BENEFIT FUND OF COOK COUNTY $15,001 - $50,000 · None · None (or less than $201) JDS Mediation Services Inc $1,001 - $15,000 · None · None (or less than $201) BMO Bank N.A. $1,001 - $15,000 · None · None (or less than $201)
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Citibank, N.A. $1,001 - $15,000 · Interest · $201 - $1,000 State Employees' Credit Union $1,001 - $15,000 · None · None (or less than $201) State Employees' Credit Union $15,001 - $50,000 · Interest · $1,001 - $2,500 State Employees' Credit Union $1,001 - $15,000 · None · None (or less than $201) CIT Bank $15,001 - $50,000 · Interest · $1,001 - $2,500 Empower - North Carolina Retirement Services - 401(k) Plan -- NC Small Cap/Mid Cap Core Fund $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) NC Large Cap Index Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) NC Fixed Income Index Fund $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) Empower - North Carolina Retirement Services - 457 Plan -- NC International Index Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) NC Small/Mid Cap Index Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) NC Large Cap Index Fund $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) NC Fixed Income Index Fund $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) College Foundation of North Carolina - NC 529 Plan -- Vanguard Income Portfolio $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) Vanguard Moderate Growth Portfolio $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) Vanguard Brokerage Account -- VYM - Vanguard High Dividend Yield ETF $250,001 - $500,000 · Excepted Investment Fund · $5,001 - $15,000 VMFXX - Vanguard Federal Money Market Fund - Investor Shares $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 Vanguard - Roth IRA -- VMFXX - Vanguard Federal Money Market Fund - Investor Shares $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) VOO - Vanguard S&P 500 ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) Vanguard - Roth IRA -- VMFXX - Vanguard Federal Money Market Fund - Investor Shares $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) VOO - Vanguard S&P 500 ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) Vanguard - Brokerage Account -- VMFXX - Vanguard Federal Money Market Fund - Investor Shares $1,001 - $15,000 · Excepted Investment Fund · $2,501 - $5,000 VTIAX - Vanguard Total International Stock Index Fd Admi $250,001 - $500,000 · Excepted Investment Fund · $5,001 - $15,000 VBTLX - Vanguard Total Bond Market Index Fund Admiral Sh $100,001 - $250,000 · Excepted Investment Fund · $5,001 - $15,000 VTABX - Vanguard Total International Bond Index Fd Admir None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) VTSAX - Vanguard Total Stock Market Index Fd Admiral Shs $500,001 - $1,000,000 · Excepted Investment Fund · $15,001 - $50,000 VOO - Vanguard S&P 500 ETF $50,001 - $100,000 · Excepted Investment Fund · $201 - $1,000 Barrel Rider Properties LLC -- Residential Property $250,001 - $500,000 · Rent/Royalties · $15,001 - $50,000 Commercial Property $250,001 - $500,000 · Rent/Royalties · $50,001 - $100,000 Farm and Woodland $100,001 - $250,000 · Rent/Royalties · $5,001 - $15,000 Sunset Executive Building LLC -- Commercial Property $100,001 - $250,000 · Rent/Royalties · $15,001 - $50,000 Undeveloped Property #1 $15,001 - $50,000 · None · None (or less than $201) … 38 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Aspiration $15,001 - $50,000 · None · None (or less than $201) Aspiration Fund Adviser LLC $15,001 - $50,000 · None · None (or less than $201) IRA Club -- NameCoach Inc. $15,001 - $50,000 · None · None (or less than $201) National Association of Realtors Pension Plan Unascertainable · None · None (or less than $201) UBS Simple IRA -- JFFCX - Jpmorgan Smartretirement 2055 Fd C $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) USAA Federal Savings Bank $1,001 - $15,000 · None · None (or less than $201) Arizona 529 Plan -- Aggressive Track: 70% Equity Portfolio $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) J.P. Morgan Brokerage -- Chase Deposit Sweep $1,001 - $15,000 · None · None (or less than $201) SMH - VanEck Semiconductor ETF $50,001 - $100,000 · Excepted Investment Fund · $201 - $1,000 Arizona 529 Plan #2 -- Aggressive Track: 95% Equity Portfolio $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201)
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate First Louisiana Investment Properties LLC - JK has 1/3 interest -- ILCB - Mstar Large-Cap Ishares ETF $100,001 - $250,000 · Dividends · $1,001 - $2,500 Chase Bank $1,001 - $15,000 · None · None (or less than $201) 5005 Main St $100,001 - $250,000 · Rent/Royalties · $2,501 - $5,000 4312 Marshall Street $1,001 - $15,000 · None · None (or less than $201) IVV - iShares Core S&P 500 ETF $1,001 - $15,000 · Dividends · None (or less than $201) VOO - S&P 500 ETF Vanguard $50,001 - $100,000 · Dividends · $201 - $1,000 5037 Main St. $100,001 - $250,000 · Rent/Royalties · $5,001 - $15,000 3150 Church Street, Zachary, LA 70791 $250,001 - $500,000 · Rent/Royalties · $5,001 - $15,000 1520 Main Street, Baker LA $50,001 - $100,000 · Rent/Royalties · $1,001 - $2,500 102 acres, Church Street $1,000,001 - $5,000,000 · Rent/Royalties · $201 - $1,000 Lot A, Zachary Heights, Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 3, 38th St. Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 4, 38th St. Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 2, Creech sub., Old Weis Rd., Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 3, Creech sub., Old Weis Rd., Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 4, Creech sub., Old Weis Rd., Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 5, Creech sub., Old Weis Rd., Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 6, Creech sub., Old Weis Rd., Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 42, Meadowood Hills Sub., Slaughter, LA $15,001 - $50,000 · None · None (or less than $201) Lot 43, Meadowood Hills Sub., Slaughter, LA $1,001 - $15,000 · None · None (or less than $201) Lot 50, Meadowood Hills Sub., Slaughter, LA $1,001 - $15,000 · None · None (or less than $201) Lot 115, Meadowood Hills Sub., Slaughter, LA $1,001 - $15,000 · None · None (or less than $201) 6 acres, Slaughter, LA $1,001 - $15,000 · None · None (or less than $201) Lot 133, Zachary Heights, Zachary LA $1,001 - $15,000 · None · None (or less than $201) MRK - Merck & Co $1,001 - $15,000 · Dividends · None (or less than $201) Capital One Bank $1,001 - $15,000 · None · None (or less than $201) Capital One Bank $1,001 - $15,000 · None · None (or less than $201) Mineral royalty interest, Livingston Parish, LA $1,001 - $15,000 · Rent/Royalties · None (or less than $201) APK Minerals LLC - JK has 1/3 interest -- Minerals, Wilkinson & Amite County, MS $1,001 - $15,000 · None · None (or less than $201) Louisiana Public Employees Deferred Compensation Plan -- Charles Schwab PCRA Brokerage Account -- QQQ - Invesco QQQ Trust, Series 1 $100,001 - $250,000 · Dividends · $1,001 - $2,500 IVV - iShares Core S&P 500 $500,001 - $1,000,000 · Dividends · $5,001 - $15,000 SCHF - Schwab Intl Equity ETF $1,001 - $15,000 · Dividends · $201 - $1,000 BKTSX - Ishares Total U.S. Stock Market Index Fund - Cla None (or less than $1,001) · None · None (or less than $201) iShares MSCI Total International Index K $500,001 - $1,000,000 · None · None (or less than $201) Charles Schwab IRA -- ILCB - Mstar Large-Cap Ishares ETF $100,001 - $250,000 · Dividends · $1,001 - $2,500 … 96 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
This filing was submitted on paper. The schedules are not machine-readable, so no assets or liabilities are listed here — read the original document.
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Amendment Filing year 2025 Chamber house
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
This filing was submitted on paper. The schedules are not machine-readable, so no assets or liabilities are listed here — read the original document.
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2025 Chamber house
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
This filing was submitted on paper. The schedules are not machine-readable, so no assets or liabilities are listed here — read the original document.
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
This filing was submitted on paper. The schedules are not machine-readable, so no assets or liabilities are listed here — read the original document.
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
This filing was submitted on paper. The schedules are not machine-readable, so no assets or liabilities are listed here — read the original document.
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Amendment Filing year 2025 Chamber house Current Year to Filing Citizens Bank Account $50,001 - $100,000 Interest$1 - $200$1 - $200 Active Bond $50,001 - $100,000 · None BlackRock Equity Index $500,001 - $1,000,000 · Tax-Deferred International Equity Active $100,001 - $250,000 · Tax-Deferred Large Cap US Equity Active $250,001 - $500,000 · Tax-Deferred US Small/Mid Cap Active $100,001 - $250,000 · Tax-Deferred
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house Brazos Valley Credit Union $1,001 - $15,000 · Interest Brazos Valley Credit Union $1,001 - $15,000 · Interest Brazos Valley Credit Union $1,001 - $15,000 · Interest Brazos Valley Credit Union $1,001 - $15,000 · Interest Brazos Valley Credit Union $1,001 - $15,000 · Interest Capital One $1,001 - $15,000 · Interest FIMM Treasury Portfolio: Institutional Class (FRBXX) $15,001 - $50,000 · Dividends Great American fixed annuity $15,001 - $50,000 · None Mass Mutual Ascend Universal Life Ins $50,001 - $100,000 · None US Government Securities Fund-529C $15,001 - $50,000 · Capital Gains, Dividends MFS Research Fund A no value stated $1,001 - $15,000Tax-Deferred Invesco Dorsey Wright Momentum ETF (PDP) $50,001 - $100,000 · Tax-Deferred
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house Bank Accounts $15,001 - $50,000 · Interest CREF Money market R3 $1,001 - $15,000 · Tax-Deferred Rental Property $100,001 - $250,000 Rent$5,001 - $50,001 - $100,000 · Tax-Deferred Vantagepoint MP Glbl Eq Gr R5 $100,001 - $250,000 · Tax-Deferred Amplify Transformational Data Sharing ETF (BLOK) $1,000 $1,001 - $15,000Capital Gains$201 - ARK Autonomous Technology & Robotics ETF (ARKQ) no value stated $1 - $1,000Dividends$1 - $200 ARK Innovation ETF (ARKK) Dividends $1 - $1,000Capital Gains, Fidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest (FBTC) Dividends, None $1,001 - $15,000Capital Gains, First Trust Innovation Leaders ETF (ILDR) Dividends $1 - $1,000Capital Gains, Global X Artificial Intelligence & Technology ETF (AIQ) Dividends $1 - $1,000Capital Gains, Global X NASDAQ 100 Covered Call ETF (QYLD) $1,000 $1,001 - $15,000Dividends$201 - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF (BLKC) no value stated $1 - $1,000Capital Gains$1 - $200 Invesco QQQ Trust, Series 1 (QQQ) Dividends $1,001 - $15,000Capital Gains, Invesco S&P 500 Momentum ETF (SPMO) Dividends $1 - $1,000Capital Gains, iShares Bitcoin Trust ETF (IBIT) no value stated $1,001 - $15,000Dividends$1 - $200 iShares Core S&P Total U.S. Stock Market ETF (ITOT) Dividends $1,001 - $15,000Capital Gains, iShares Semiconductor ETF (SOXX) Dividends $1,001 - $15,000Capital Gains, iShares U.S. Energy ETF (IYE) no value stated $1,001 - $15,000Dividends$1 - $200 JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Dividends $1,001 - $15,000Capital Gains, ProShares S&P 500 Dividend Aristocrats ETF (NOBL) Dividends $1 - $1,000Capital Gains, Simplify Interest Rate Hedge ETF (PFIX) Dividends, None $1 - $1,000Capital Gains, SPDR Select Sector Fund - Industrial (XLI) no value stated $1,001 - $15,000Dividends$1 - $200 The RBB Fund, Inc. Motley Fool Capital Efficiency 100 Index ETF (TMFE) no value stated $1 - $1,000DividendsNone VanEck Semiconductor ETF (SMH) Dividends $1,001 - $15,000Capital Gains, Vanguard Information Tech ETF (VGT) Dividends $1 - $1,000Capital Gains, Vanguard S&P 500 ETF (VOO) Dividends $1,001 - $15,000Capital Gains, Vanguard S&P 500 Growth ETF (VOOG) no value stated $1,001 - $15,000Dividends$1 - $200 Amplify Transformational Data Sharing ETF (BLOK) no value stated $1 - $1,000DividendsNone ARK Autonomous Technology & Robotics ETF (ARKQ) no value stated $1 - $1,000Dividends$1 - $200 Global X NASDAQ 100 Covered Call ETF (QYLD) no value stated $1 - $1,000Dividends$1 - $200 Invesco S&P 500 Momentum ETF (SPMO) no value stated $1 - $1,000Dividends$1 - $200 iShares Core S&P 500 ETF (IVV) no value stated $1,001 - $15,000Dividends$1 - $200 iShares Core S&P Small-Cap ETF (IJR) no value stated $1 - $1,000Dividends$1 - $200 Vanguard FTSE Developed Markets ETF (VEA) no value stated $1 - $1,000Dividends$1 - $200 Vanguard FTSE Emerging Markets ETF (VWO) no value stated $1 - $1,000Dividends$1 - $200 Vanguard Russell 1000 Growth ETF (VONG) $1,000
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Amendment Filing year 2025 Chamber house Adelphi Bank Undetermined · None Adelphi Bank - Certificate of Deposit #1 $1,001 - $15,000 · Interest Adelphi Bank - Certificate of Deposit #2 $1,001 - $15,000 · Interest Boycehaydar LLC $15,001 - $50,000 · None Ohio Public Employee Retirement $250,001 - $500,000 · Tax-Deferred Ohio Public Employee Retirement $100,001 - $250,000 · Tax-Deferred Ohio DC Lifepatch 2050 $15,001 - $50,000 · Tax-Deferred Fidelity 500 Index Fund (FXAIX) $1,001 - $15,000 · Tax-Deferred International Growth Fund II Fee Class R1 $1,001 - $15,000 · Tax-Deferred Vanguard Growth Index Fd Admiral Shs (VIGAX) $1,001 - $15,000 · Tax-Deferred Vanguard Mid-Cap Growth Index Fd Admiral (VMGMX) None · Tax-Deferred Vanguard Mid-Cap Growth Index Fund Investor Shares (VMGIX) $1,001 - $15,000 · Tax-Deferred Vanguard Small Cap Index Fd Admiral Shs (VSMAX) $1,001 - $15,000 · Tax-Deferred
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Cash sweep — TD Bank NA $1,001 - $15,000 · Tax-Deferred FT Vest Laddered Buffer ETF (BUFR) $1,001 - $15,000 · Tax-Deferred Invesco S&P 500 Equal Weight ETF (RSP) $1,001 - $15,000 · Tax-Deferred JPMorgan Hedged Equity Laddered Overlay ETF (HELO) $1,001 - $15,000 · Tax-Deferred State Street SPDR Portfolio Developed World ex-US ETF (SPDW) $1,001 - $15,000 · Tax-Deferred State Street SPDR Portfolio Emerging Markets ETF (SPEM) $1,001 - $15,000 · Tax-Deferred State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) $1,001 - $15,000 · Tax-Deferred State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) $1,001 - $15,000 · Tax-Deferred T. Rowe Price Health Sciences Fund - I Class (THISX) $1,001 - $15,000 · Tax-Deferred Vanguard FTSE All-Wld ex-US SmCp Idx ETF (VSS) $1,001 - $15,000 · Tax-Deferred Cash sweep — TD Bank NA no value stated $1,001 - $15,000Tax-Deferred FT Vest Laddered Buffer ETF (BUFR) no value stated $15,001 - $50,000Tax-Deferred Invesco S&P 500 Equal Weight ETF (RSP) no value stated $15,001 - $50,000Tax-Deferred JPMorgan Hedged Equity Laddered Overlay ETF (HELO) no value stated $15,001 - $50,000Tax-Deferred State Street SPDR Portfolio Developed World ex-US ETF (SPDW) no value stated $15,001 - $50,000Tax-Deferred State Street SPDR Portfolio Emerging Markets ETF (SPEM) no value stated $15,001 - $50,000Tax-Deferred State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) no value stated $15,001 - $50,000Tax-Deferred State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) no value stated $15,001 - $50,000Tax-Deferred T. Rowe Price Health Sciences Fund - I Class (THISX) $15,001 - $50,000Tax-Deferred no value stated Vanguard FTSE All-Wld ex-US SmCp Idx ETF (VSS) no value stated $15,001 - $50,000Tax-Deferred Cash sweep — TD Bank NA $1,001 - $15,000 · Tax-Deferred FT Vest Laddered Buffer ETF (BUFR) $15,001 - $50,000 · Tax-Deferred Invesco S&P 500 Equal Weight ETF (RSP) $15,001 - $50,000 · Tax-Deferred JPMorgan Hedged Equity Laddered Overlay ETF (HELO) $15,001 - $50,000 · Tax-Deferred State Street SPDR Portfolio Developed World ex-US ETF (SPDW) $15,001 - $50,000 · Tax-Deferred State Street SPDR Portfolio Emerging Markets ETF (SPEM) $15,001 - $50,000 · Tax-Deferred State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) $15,001 - $50,000 · Tax-Deferred State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) $15,001 - $50,000 · Tax-Deferred T. Rowe Price Health Sciences Fund - I Class (THISX) $15,001 - $50,000 · Tax-Deferred Vanguard FTSE All-Wld ex-US SmCp Idx ETF (VSS) $15,001 - $50,000 · Tax-Deferred Checking and Savings Accounts $1,001 - $15,000 · Dividends Minnesota Teacher's Retirement Account no value stated UndeterminedNone Capital Group Growth ETF (CGGR) no value stated $1,001 - $15,000Tax-Deferred Fidelity Enhanced Large Cap Core ETF (FELC) no value stated $1,001 - $15,000Tax-Deferred First Trust US Equity Opportunities ETF (FPX) no value stated $1,001 - $15,000Tax-Deferred Franklin International Core Dividend Tilt Index ETF (DIVI) no value stated $1,001 - $15,000Tax-Deferred iShares Morningstar Small-Cap Growth ETF (ISCG) no value stated $1,001 - $15,000Tax-Deferred iShares Yield Optimized Bond ETF (BYLD) no value stated $1,001 - $15,000Tax-Deferred JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) no value stated $1,001 - $15,000Tax-Deferred State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) no value stated … 8 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house MFS Aggressive Growth Allocation Fund - Class A (MAAGX) no value stated $1,001 - $15,000Tax-Deferred MFS Foreign & Colonial Emerging Markets Equity Fund A (MEMAX) no value stated $1,001 - $15,000Tax-Deferred MFS Global Equity Fund Class A (MWEFX) no value stated $1,001 - $15,000Tax-Deferred MFS Mid Cap Value Fund - Class A (MVCAX) no value stated $1,001 - $15,000Tax-Deferred MFS Series Trust I - MFS New Discovery Fund Class A (MNDAX) no value stated $1,001 - $15,000Tax-Deferred MFS Series Trust I - MFS Value Fund Class A (MEIAX) no value stated $1,001 - $15,000Tax-Deferred Wells Fargo IRA Account (cash) no value stated $15,001 - $50,000Tax-Deferred MFS Aggressive Growth Allocation Fund - Class A (MAAGX) no value stated $15,001 - $50,000Tax-Deferred MFS Foreign & Colonial Emerging Markets Equity Fund A (MEMAX) no value stated $1,001 - $15,000Tax-Deferred MFS Global Equity Fund Class A (MWEFX) no value stated $1,001 - $15,000Tax-Deferred MFS Mid Cap Value Fund - Class A (MVCAX) no value stated $15,001 - $50,000Tax-Deferred MFS Series Trust I - MFS New Discovery Fund Class A (MNDAX) no value stated $15,001 - $50,000Tax-Deferred MFS Series Trust I - MFS Value Fund Class A (MEIAX) no value stated $1,001 - $15,000Tax-Deferred Walt Disney Company (DIS) $200
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house City Park Interior, LLC, 100% Interest $100,001 - $250,000 Business Income$100,001 - Fifth Third Bank Account $1,001 - $15,000 · None Huntington National Bank $1,001 - $15,000 · None Merrill Lynch SEP Account None · Capital Gains, Dividends New York Life Securities $250,001 - $500,000 · Capital Gains, Dividends Rea Wealth Management $50,001 - $100,000 · None Vanguard Institutional Target Retirement 2035 $250,001 - $500,000 · None Conrad 529 $1,001 - $15,000 · Tax-Deferred iShares Core S&P Total U.S. Stock Market ETF (ITOT) $1,001 - $15,000 · None State Street SPDR MSCI ACWI ex-US ETF (CWI) $1,001 - $15,000 · None Vanguard Total Bond Market ETF (BND) $1 - $1,000 · None iShares Core S&P Total U.S. Stock Market ETF (ITOT) $1,001 - $15,000 · None State Street SPDR MSCI ACWI ex-US ETF (CWI) $1,001 - $15,000 · None Vanguard Total Bond Market ETF (BND) $1,001 - $15,000 · None Allspring Core Plus Bond Fund Class Institutional (WIPIX) $1,001 - $15,000 · None BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) None · Capital Gains Cash $1 - $1,000 · None Columbia Dividend Income Fund Class I (GSFTX) $1,001 - $15,000 · None Columbia Research Enhanced Core ETF (RECS) $1,001 - $15,000 · None Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX) $1,001 - $15,000 · None Fidelity Advisor Growth Opportunities Fund Class I $1,001 - $15,000 · None Fidelity Advisor Investment Grade Bond Fund: Class I (FGBPX) $1,001 - $15,000 · None FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX) $1,001 - $15,000 · None Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX) $1,001 - $15,000 · None iShares Core S&P Total U.S. Stock Market ETF (ITOT) $1,001 - $15,000 · None iShares Currency Hedged MSCI EAFE ETF (HEFA) None · Capital Gains iShares Russell 1000 Growth ETF (IWF) $1,001 - $15,000 · None iShares S&P 500 Index Fund - Institutional (BSPIX) None · Capital Gains JPMorgan Equity Premium Income ETF (JEPI) $1,001 - $15,000 · None NYLI FTSE International Equity Currency Neutral ETF (HFXI) $1,001 - $15,000 · None Pacer US Cash Cows 100 ETF (COWZ) $1,001 - $15,000 · None PGIM Absolute Return Bond Fund Class Z (PADZX) $1,001 - $15,000 · None Putnam Focused Large Cap Value ETF (PVAL) $1,001 - $15,000 · None Vanguard Small-Cap Value ETF (VBR) $1,001 - $15,000 · None Allspring Core Plus Bond Fund Inst Class (WIPIX) $1,001 - $15,000 · None Columbia Dividend Income Fund Class I (GSFTX) $15,001 - $50,000 · None Columbia Research Enhanced Core ETF (RECS) $1,001 - $15,000 · None Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX) $15,001 - $50,000 · Capital Gains Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX) $15,001 - $50,000 · Capital Gains Fidelity Advisor Investment Grade Bond Fund: Class I (FGBPX) $1,001 - $15,000 · Capital Gains … 29 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house Bank of Tampa Checking $50,001 - $100,000 Interest$1 - Golden Touch Fund I, LLC $500,001 - $1,000,000 · None State of Florida Pension Undetermined · None State of Florida Pension Undetermined · None TAL Holdings, 100% Interest $1,000,001 - $5,000,000 Interest$1 - Tampa Bay Banking Company $100,001 - $250,000 Dividends$2,501 - Truist Checking $100,001 - $250,000 · None Truist Savings Account $50,001 - $100,000 Interest$1 - Truist Savings FCL $1,001 - $15,000 · Interest TuHURA Biosciences, Inc. - Common Stock (HURA) $15,001 - $50,000 · None USAA Checking Account $100,001 - $250,000 Interest$1 - Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) $15,001 - $50,000 · Tax-Deferred AT&T Inc. (T) $1,001 - $15,000 · Tax-Deferred Bank of America Corporation (BAC) $50,001 - $100,000 · Tax-Deferred Boeing Company (BA) $15,001 - $50,000 · Tax-Deferred Cash $1,001 - $15,000 · Tax-Deferred GE HealthCare Technologies Inc. - Common Stock (GEHC) $1,001 - $15,000 · Tax-Deferred General Electric Company (GE) $100,001 - $250,000 · Tax-Deferred Intel Corporation (INTC) $1,001 - $15,000 · Tax-Deferred Nokia Corporation Sponsored American Depositary Shares (NOK) $15,001 - $50,000 · Tax-Deferred Nutrien Ltd. Common Shares (NTR) $1,001 - $15,000 · Tax-Deferred Schwab Value Advantage Money Fund (SWVXX) $100,001 - $250,000 · Tax-Deferred Warner Bros. Discovery, Inc. - Series A (WBD) $1,001 - $15,000 · Tax-Deferred Wells Fargo & Company (WFC) $15,001 - $50,000 · Tax-Deferred Bank of America Corporation (BAC) $200 $1,001 - $15,000Dividends$1 - Cash $200 $15,001 - $50,000Interest$1 - Caterpillar, Inc. (CAT) $200 $1,001 - $15,000Dividends$1 - Ford Motor Company (F) $1,000 $1,001 - $15,000Dividends$201 - Intel Corporation (INTC) $200 $1,001 - $15,000Dividends$1 - JP Morgan Chase & Co. (JPM) $50,001 - $100,000 Dividends$1,001 - Mosaic Company (MOS) $200 $1 - $1,000Dividends$1 - Pfizer, Inc. (PFE) $200 $1,001 - $15,000Dividends$1 - Procter & Gamble Company (PG) $200 $1,001 - $15,000Dividends$1 - Aged Base Core 11-12 Fund no value stated $1,001 - $15,000Tax-Deferred Bromwell 529 - Aged Base Core 9-10 Fund no value stated $1,001 - $15,000Tax-Deferred Vanguard 500 Index Fund $50,001 - $100,000 · Tax-Deferred Apple Inc. (AAPL) $1,000,001 - $5,000,000 Dividends$5,001 - AT&T Inc. (T) $50,001 - $100,000 Dividends$2,501 - Bank of America Corp 7% Cumulative Redeemable Preferred Stock (BACRP) $100,001 - $250,000 Dividends$5,001 - Bank of America Corporation (BAC) $250,001 - $500,000 … 22 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house Apple Inc. - Common Stock (AAPL) $1,001 - $15,000 · Dividends Cisco Systems, Inc. (CSCO) $1,001 - $15,000 · Dividends GE HealthCare Technologies Inc. - Common Stock (GEHC) no value stated $1 - $1,000Dividends$1 - $200 GE Vernova Inc. Common Stock (GEV) $1,001 - $15,000 · Dividends General Electric Company (GE) $1,001 - $15,000 · Dividends NVIDIA Corporation - Common Stock (NVDA) $1,001 - $15,000 · Dividends Tapestry, Inc. (TPR) $250,001 - $500,000 Dividends$2,501 - Vanguard S&P 500 ETF (VOO) $1,001 - $15,000 · Dividends Wells Fargo Acct $1,001 - $15,000 · Interest Allspring Asset no value stated $1,001 - $15,000Tax-Deferred Amer Funds Amcap no value stated $15,001 - $50,000Tax-Deferred Amer Funds Washington no value stated $15,001 - $50,000Tax-Deferred American Euro Pacific no value stated $15,001 - $50,000Tax-DeferredNone American Growth Fund $50,001 - $100,000 · Tax-Deferred American Investment Co. $50,001 - $100,000 · Tax-Deferred Columbia Large Cap no value stated $15,001 - $50,000Tax-Deferred Eaton Vance Income Fund no value stated $15,001 - $50,000Tax-Deferred Money Mkt Fund Rsrvs CL1 no value stated $1,001 - $15,000Tax-Deferred Wells Fargo Advantage no value stated
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house Citizens Bank - Checking $1,001 - $15,000 · None HCHCJR LLC $100,001 - $250,000 Rent$15,001 - Medical Research Trials LLC $100,001 - $250,000 · None Premier Research Inc. $15,001 - $50,000 System no value stated UndeterminedTax-Deferred USAA - Checking $15,001 - $50,000 · None Victory Money Market Fund (USAXX) no value stated
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Current Year to Filing IRA BDA NFS $50,001 - $100,000 · None IRA Rollover NFS $15,001 - $50,000 · None MassMutual Ascend Life $50,001 - $100,000 · None
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house Broadcast Music, Inc. $1,001 - $15,000 Congressional Federal Credit Union $50,001 - $100,000 · None Maryland State Retirement Agency Undetermined · Tax-Deferred Maryland State Retirement Agency Undetermined · Tax-Deferred Residential Property $250,001 - $500,000 Rent$5,001 - UMG Recordings $1,001 - $15,000 Universal Music Publishing $1,001 - $15,000 Allspring Government Securities Fund Class A (SGVDX) $1,001 - $15,000 · Dividends Caterpillar, Inc. Common Stock (CAT) no value stated $1,001 - $15,000Tax-Deferred ConocoPhillips Common Stock (COP) no value stated $1,001 - $15,000Tax-Deferred First Eagle Global Fund Class I (SGIIX) no value stated $1,001 - $15,000Tax-Deferred NVIDIA Corporation - Common Stock (NVDA) no value stated $1,001 - $15,000Tax-Deferred PIMCO All Asset Fund Class I-2 (PALPX) no value stated $1,001 - $15,000Tax-Deferred Templeton Global Bond Fund Advisor Class (TGBAX) no value stated $1,001 - $15,000Tax-Deferred Vanguard FTSE All World Ex US ETF (VEU) no value stated $1,001 - $15,000Tax-Deferred Vanguard Intermediate-Term Bond ETF (BIV) no value stated $1,001 - $15,000Tax-Deferred Vanguard Mid-Cap Value ETF (VOE) no value stated $1,001 - $15,000Tax-Deferred Vanguard Value ETF (VTV) no value stated $1,001 - $15,000Tax-Deferred Walt Disney Company (DIS) no value stated $1,001 - $15,000Tax-Deferred Alphabet Inc. - Class A Common Stock (GOOGL) $15,001 - $50,000 · None Apple Inc. - Common Stock (AAPL) $15,001 - $50,000 · None Berkshire Hathaway Inc. New Common Stock (BRK.B) $15,001 - $50,000 · None Booz Allen Hamilton Holding Corporation Common Stock (BAH) $15,001 - $50,000 · Dividends Brookfield Asset Management Inc Class A Limited Voting Shares (BAM) $1,001 - $15,000 · None Brookfield Corporation Class A Limited Voting Shares (BN) $1,001 - $15,000 · None Caterpillar, Inc. Common Stock (CAT) $15,001 - $50,000 · Dividends Coca-Cola Company (KO) $15,001 - $50,000 · Dividends ConocoPhillips Common Stock (COP) $15,001 - $50,000 · Dividends Costco Wholesale Corporation - Common Stock (COST) $15,001 - $50,000 · None Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX) $1,001 - $15,000 · Dividends Fidelity Advisor Real Estate Income Fund: Class I (FRIRX) $1,001 - $15,000 · Dividends Fidelity Advisor Strategic Income Fund: Class I (FSRIX) $1,001 - $15,000 · Dividends Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) $250,001 - $500,000 Dividends$15,001 - First Eagle Global Fund Class I (SGIIX) $15,001 - $50,000 · Capital Gains, Dividends (FAFTX) $1,001 - $15,000 · Dividends Meta Platforms, Inc. - Class A Common Stock (META) $15,001 - $50,000 · None NVIDIA Corporation - Common Stock (NVDA) $100,001 - $250,000 · None Pfizer, Inc. Common Stock (PFE) $1,001 - $15,000 · Dividends Visa Inc. (V) $15,001 - $50,000 · None American Funds 2030 Target Date Retirement Fd Cl R-6 (RFETX) $100,001 - $250,000 · Tax-Deferred … 2 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house KDF Consulting LLC $50,001 - $100,000 · None Nationwide - Universal Life Insurance $15,001 - $50,000 · None Nationwide - Universal Life Insurance $15,001 - $50,000 · None Residential Property Located in Greenbelt, MD $500,001 - $1,000,000 Rent$15,001 - $50,000 CMB Holdings Group LLC, 100% Interest $1,000,000
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house Alphabet Inc. - Class A (GOOGL) $1,001 - $15,000 · None Fidelity Wise Origin Bitcoin Fund (FBTC) $1,001 - $15,000 · Tax-Deferred iShares Core S&P U.S. Growth ETF (IUSG) $1,001 - $15,000 · Capital Gains, Dividends iShares Core S&P U.S. Value ETF (IUSV) $1,001 - $15,000 · Capital Gains, Dividends MERRILL LYNCH SAVINGS $1,001 - $15,000 · Interest State Street Materials Select Sector SPDR ETF (XLB) $1,001 - $15,000 · Tax-Deferred State Street Real Estate Select Sector SPDR ETF (XLRE) $1,001 - $15,000 · Tax-Deferred USAA 529 Educ. Savings Plan - Age-based 9-11: Moderate portfolio $15,001 - $50,000 · Tax-Deferred USAA Bank Account $1,001 - $15,000 · None USAA Bank Account- Savings $1,001 - $15,000 · Interest Vanguard FTSE Developed Markets ETF (VEA) $1,001 - $15,000 · Capital Gains, Dividends Vanguard FTSE Emerging Markets ETF (VWO) $1,001 - $15,000 · Capital Gains, Dividends Vanguard Mortgage-Backed Securities Index Fund (VMBS) $1,001 - $15,000 · Capital Gains, Dividends Vanguard Russell 2000 ETF (VTWO) $1,001 - $15,000 · Tax-Deferred Vanguard Russell 2000 ETF (VTWO) $1,001 - $15,000 · Capital Gains, Dividends Vanguard Total Bond Market ETF (BND) $1,001 - $15,000 · Tax-Deferred VCSP College America $15,001 - $50,000 · Tax-Deferred SPDR S&P 500 (SPY) $1,001 - $15,000 · Tax-Deferred Fidelity International Discovery (FIGRX) $1,001 - $15,000 · Tax-Deferred JPMorgan Equity Income Fund R6 (OIEJX) $1,001 - $15,000 · Tax-Deferred Loomis Sayles Small Cap Growth Fd Cl N (LSSNX) $1,001 - $15,000 · Tax-Deferred Northern Trust ACWI EX-US IMI 4 $1,001 - $15,000 · Tax-Deferred, Tax-Deferred Tier 4 no value stated Northern Trust Extended Equity Market Index Fund $1,001 - $15,000 · Tax-Deferred asset $1,001 - $15,000 · Tax-Deferred SPDR Portfolio S&P 500 ETF (SPLG) $1 - $1,000 · Tax-Deferred CASH no value stated $1,001 - $15,000Tax-Deferred Communication Services Select Sector SPDR Fund (XLC) no value stated $1,001 - $15,000Tax-Deferred Consumer Staples Select Sector SPDR Fund (XLP) no value stated $1,001 - $15,000Tax-Deferred Energy Select Sector SPDR Fund (XLE) no value stated $1,001 - $15,000Tax-Deferred Fidelity MSCI Utilities Index ETF (FUTY) no value stated $1 - $1,000Tax-Deferred Health Care Select Sector SPDR Fund (XLV) no value stated $1,001 - $15,000Tax-Deferred Industrial Select Sector SPDR Fund (XLI) no value stated $1,001 - $15,000Tax-Deferred Invesco Variable Rate Preferred ETF (VRP) no value stated $1 - $1,000Tax-Deferred iShares Core MSCI EAFE ETF (IEFA) no value stated $1,001 - $15,000Tax-Deferred iShares Core MSCI Emerging Markets ETF (IEMG) no value stated $1,001 - $15,000Tax-Deferred iShares Fallen Angels USD Bond ETF (FALN) no value stated $1 - $1,000Tax-Deferred iShares Inc iShares MSCI Brazil ETF (EWZ) no value stated $1 - $1,000Tax-Deferred iShares Inc iShares MSCI Italy ETF (EWI) no value stated $1 - $1,000Tax-Deferred iShares Inc iShares MSCI Mexico ETF (EWW) no value stated … 43 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house "For The Next Generation" Published by St. Martin's Press Undetermined · None Amcor plc Ordinary Shares (AMCR) $1,251.00 · Tax-Deferred Amcor plc Ordinary Shares (AMCR) $2,085.00 · Dividends AngioDynamics, Inc. - Common Stock (ANGO) None · Capital Gains AngioDynamics, Inc. - Common Stock (ANGO) None · Tax-Deferred Baxter International Inc. Common Stock (BAX) $1,337.70 · Dividends Berry Corporation (BRY) None · Dividends Berry Corporation (BRY) None · Tax-Deferred Bristol-Myers Squibb Company Common Stock (BMY) $809.10 · Tax-Deferred Charles Schwab Bank $15,001 - $50,000 · Tax-Deferred Charles Schwab Deposit Account $15,001 - $50,000 · Dividends, Interest American Depositary Shares, each representin (VLRS) None · Capital Gains Hecla Mining Company Common Stock (HL) None · Capital Gains, Dividends Hurco Companies, Inc. - Common Stock (HURC) None · Capital Gains Ichor Holdings - Ordinary Shares (ICHR) $1,843.00 · Tax-Deferred Ichor Holdings - Ordinary Shares (ICHR) $1,843.00 · None Innovex International, Inc. Common Stock (INVX) None · Capital Gains Kayne Anderson Energy Infrastructure Fund, Inc. (KYN) $619.00 · Capital Gains, Dividends MAG Silver Corporation Ordinary Shares (MAG) None · Capital Gains Matrix Service Company (MTRX) None · Capital Gains New Gold Inc. (NGD) $871.00 · Capital Gains New Gold Inc. (NGD) None · Tax-Deferred Patterson-UTI Energy, Inc. - Common Stock (PTEN) $1,588.60 · Dividends Perion Network Ltd - Ordinary Shares (PERI) $1,916.00 · None Personal Residence $250,001 - $500,000 Rent$15,001 - State of Florida Pension Undetermined · None Stratasys, Ltd. - Common Stock (SSYS) $2,604.00 · None Stratasys, Ltd. - Common Stock (SSYS) $1,302.00 · Tax-Deferred VanEck Gold Miners ETF (GDX) $600.39 · None ViaSat, Inc. - Common Stock (VSAT) None · Capital Gains Viatris Inc. - Common Stock (VTRS) $1,245.00 · None Wells Fargo Bank N.A Savings Account $1,001 - $15,000 · Interest Wells Fargo Bank N.A Savings Account $1,001 - $15,000 · Interest Wells Fargo Bank N.A. Checking Account $1,001 - $15,000 · None Wells Fargo Checking account $15,001 - $50,000 · None 529 Florida Prepaid College Plan None · Tax-Deferred
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house Sandbridge Condo $500,001 - $1,000,000 Rent$15,001 - USAA Checking Account $1,001 - $15,000 · Interest USAA Savings Account $50,001 - $100,000 Interest$1 - $200 Victory Capitol/ USAA Cornerstone Fund $1,001 - $15,000 · Capital Gains Victory Capitol/ USAA Cornerstone Fund $1,001 - $15,000 · Capital Gains Victory Capitol/ USAA Cornerstone Fund None · Capital Gains Age-Based Option 18+ : In college portfolio $15,001 - $50,000 · Tax-Deferred Spouse 401K $1,000,001 - $5,000,000 · Tax-Deferred asset $1,001 - $15,000 · Capital Gains, Dividends FIRST TRUST EQUITY ALLOCATION ETF $1,001 - $15,000 · Capital Gains, Dividends T. Rowe Price Equity Index Fund (PREIX) $15,001 - $50,000 · Capital Gains, Interest Allspring Special Mid Cap Value Fund Insti Class (WFMIX) $50,001 - $100,000 · Tax-Deferred asset Dividends $1,001 - $15,000Capital Gains, Allspring Special Mid Cap Value Fund Insti Class (WFMIX) $100,001 - $250,000 · Tax-Deferred asset $1,001 - $15,000 · Capital Gains, Dividends American Funds Strategic Bond Fund Class F-2 (ANBFX) Dividends $1,001 - $15,000Capital Gains, Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX) $1,001 - $15,000 · Capital Gains, Dividends BlackRock Eq Dividend I (MADVX) $1,001 - $15,000 · Capital Gains Dividends$1,000 Causeway International Value Fund - Institutional Class (CIVIX) $1,001 - $15,000 · Capital Gains, Dividends Columbia Dividend Income Fund Class I (GSFTX) $1,001 - $15,000 · Capital Gains, Dividends Diamond Hill Large Cap Fund I Shares (DHLRX) Dividends $1,001 - $15,000Capital Gains, FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares (FTHSX) $1,001 - $15,000 · Capital Gains, Dividends GQG PARTNERS EMERGING MARKETS EQUITY FUND Institutional Shares (GQGIX) Dividends $1,001 - $15,000Capital Gains, GQG PARTNERS EMERGING MARKETS EQUITY FUND Institutional Shares (GQGIX) $1,001 - $15,000 · Capital Gains, Dividends iShares Core S&P Mid-Cap ETF (IJH) no value stated $1,001 - $15,000Dividends$1 - $200 iShares Core U.S. Aggregate Bond ETF (AGG) $1,000 $1,001 - $15,000Dividends$201 - Janus Henderson Enterprise Fund - I Shares (JMGRX) $1,001 - $15,000 · Capital Gains, Dividends JPMorgan Large Cap Growth Fund I Class (SEEGX) $15,001 - $50,000 · Capital Gains, Dividends Metropolitan West Total Return Bond Fd Cl I (MWTIX) Dividends $1,001 - $15,000Capital Gains, MFS International Growth Fund - Class I (MQGIX) Dividends $1,001 - $15,000Capital Gains, MFS International Growth Fund - Class I (MQGIX) $1,001 - $15,000 · Capital Gains, Dividends MFS Series Trust V - MFS Research Fund Class I (MRFIX) $15,001 - $50,000 · Capital Gains, Dividends Morgan Stanley Institutional Fund Global Opportunity Portfolio Class I (MGGIX) $1,001 - $15,000 · Capital Gains, Dividends, None Principal Fds, Inc. MidCap Fd Institutional Cl (PCBIX) Dividends $1,001 - $15,000Capital Gains, T. Rowe Price Overseas Stock Fund (TROSX) Dividends $1,001 - $15,000Capital Gains, Undiscovered Managers Behavioral Value Fund Class L (UBVLX) Dividends $1,001 - $15,000Capital Gains, Vanguard International Core Stock Fund Admiral Shares (VZICX) $1,001 - $15,000 · Capital Gains, Dividends Vanguard S&P 500 ETF (VOO) $1,000 $15,001 - $50,000Dividends$201 - Victory Trivalent International Small-Cap CL Y (MYSIX) $1,001 - $15,000 · Capital Gains, Dividends Wasatch Small Cap Growth Fund Instl Cl (WIAEX) Dividends, None … 19 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Current Year to Chase Checking $100,001 - $250,000 Interest$1 - $200$1 - $200 Chase Savings $100,001 - $250,000 Interest$1 - $200$1 - $200 Condominium Deposit (Wells Fargo) $250,001 - $500,000 Interest$2,501 - Hawaii Property $5,000,001 - $25,000,000 · None Cash $1,001 - $15,000 · Tax-Deferred GOLDMAN SACHS BANK USA DEPOSIT (BDA) $1 - $1,000 · Interest iShares Core S&P 500 ETF (IVV) $15,001 - $50,000 · Tax-Deferred Current Year to Cash $15,001 - $50,000 · Interest Vanguard Specialized Portfolios, Vanguard Dividend Growth Fund (VDIGX) $1 - $1,000 · Dividends Aggressive Growth Portfolio $50,001 - $100,000 · Tax-Deferred Conservative Growth Portfolio $15,001 - $50,000 · Tax-Deferred Growth Portfolio $50,001 - $100,000 · Tax-Deferred Moderate Growth Portfolio $50,001 - $100,000 · Tax-Deferred 3M Company Common Stock (MMM) $1,001 - $15,000 · Dividends Abbott Laboratories Common Stock (ABT) $1,001 - $15,000 · Dividends AbbVie Inc. Common Stock (ABBV) $1,001 - $15,000 · Dividends Adobe Inc. - Common Stock (ADBE) $1,001 - $15,000 · Dividends, None, None Advanced Micro Devices, Inc. - Common Stock (AMD) $1,001 - $15,000 · Dividends, None, None Current Year to AFLAC Incorporated Common Stock (AFL) $1 - $1,000 · Dividends Air Products and Chemicals, Inc. Common Stock (APD) $1 - $1,000 · Dividends Albemarle Corporation Common Stock (ALB) $1 - $1,000 · Dividends Alliancebernstein Income Fund (ACG) $1,001 - $15,000 · Interest Allstate Corporation (ALL) $1,001 - $15,000 · Dividends Alphabet Inc. - Class A Common Stock (GOOGL) $15,001 - $50,000 · Dividends Altria Group, Inc. (MO) $1,001 - $15,000 · Dividends Amazon.com, Inc. - Common Stock (AMZN) $15,001 - $50,000 · Dividends, None, None Amcor plc Ordinary Shares (AMCR) $1 - $1,000 · Dividends Ameren Corporation Common Stock (AEE) $1 - $1,000 · Dividends American Electric Power Company, Inc. - Common Stock (AEP) $1,001 - $15,000 · Dividends American Express Company Common Stock (AXP) $1,001 - $15,000 · Dividends American International Group, Inc. New Common Stock (AIG) $1 - $1,000 · Dividends American Tower Corporation (AMT) $1 - $1,000 · Dividends Current Year to Ameriprise Financial, Inc. Common Stock (AMP) $1,001 - $15,000 · Dividends AMETEK, Inc. (AME) $1,001 - $15,000 · Dividends Amgen Inc. - Common Stock (AMGN) $1,001 - $15,000 · Dividends Amphenol Corporation Common Stock (APH) $1,001 - $15,000 · Dividends Aon plc Class A Ordinary Shares (AON) $1 - $1,000 · Dividends APA Corporation - Common Stock (APA) $1 - $1,000 · Dividends Apollo Global Management, Inc. (APO) $1 - $1,000 · Dividends Apple Inc. - Common Stock (AAPL) $15,001 - $50,000 · Dividends … 560 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house Invesco Cap A Fund $100,001 - $250,000 · Tax-Deferred Invesco Cap A Fund $100,001 - $250,000 · Tax-Deferred Invesco Oppenheimer Discovery Fund no value stated $15,001 - $50,000Tax-Deferred Invesco Oppenheimer Discovery Fund no value stated
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Vanguard Explorer Fund Investor Class $500,001 - $1,000,000 · Tax-Deferred ReferWell no value stated $1 - $1,000None Cash $50,001 - $100,000 · Tax-Deferred Fidelity® 500 Index Fund $250,001 - $500,000 · Tax-Deferred Vanguard International Growth Fund Investor Shares no value stated $1,001 - $15,000Tax-Deferred Vanguard Mid-Cap ETF no value stated $1,001 - $15,000Tax-Deferred Vanguard Small-Cap Growth ETF no value stated $15,001 - $50,000Tax-Deferred Columbia Select Mid Cap Growth Fund Class I (CLSPX) no value stated $15,001 - $50,000Tax-Deferred EuroPacific Growth Fund Cl R-6 (RERGX) no value stated $15,001 - $50,000Tax-Deferred Janus Henderson Venture Fund - N Shares (JVTNX) no value stated $1 - $1,000Tax-Deferred Fidelity Government Money Market Fund no value stated $1 - $1,000None Fidelity Low-Priced Stock Fund no value stated $15,001 - $50,000Tax-Deferred Invesco International Small-Mid Company Fund Class R6 no value stated $15,001 - $50,000Tax-Deferred PGIM High Yield Fund- Class R6 no value stated $15,001 - $50,000Tax-Deferred Vanguard Extended Market Index Fd Admiral Shs (VEXAX) no value stated $15,001 - $50,000Tax-Deferred Vanguard Total International Stock Index Fd Admiral (VTIAX) no value stated $15,001 - $50,000Tax-Deferred Optum - Cash Account no value stated $1 - $1,000Tax-Deferred Vanguard Mid-Cap Index Fund Insti Plus (VMCPX) no value stated $1,001 - $15,000Tax-Deferred Vanguard Small-Cap Index Fund Admiral Shares no value stated $1,001 - $15,000Tax-Deferred Vanguard Wellington Fund Admiral Shares (VWENX) $1,001 - $15,000Tax-Deferred no value stated Victory Munder Mid-Cap Core Growth Fund - Class A (MGOAX) no value stated $1,001 - $15,000Tax-Deferred TIAA Traditional $100,001 - $250,000 · Tax-Deferred Vanguard Developed Markets Index Institutional Plus (VDIPX) $100,001 - $250,000 · Tax-Deferred Vanguard Emerging Markets Stock Index Fund Institutional Plus (VEMRX) no value stated $15,001 - $50,000Tax-Deferred Vanguard Extended Market Index Fund Insti Plus (VEMPX) $100,001 - $250,000 · Tax-Deferred Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) $250,001 - $500,000 · Tax-Deferred Vanguard Total Bond Market Insti Plus Shares (VBMPX) $100,001 - $250,000 · Tax-Deferred
Original filing document