KeyVex publishes these public financial disclosure filings as news, free and without registration, under the news-media provision of 5 U.S.C. § 13107(c). Source documents are linked on every entry.
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 is the party the member held on the date of the filing. A filing with no member recorded (a candidate who never served, or a filer who could not be matched to exactly one member of Congress) shows none.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
30 Bennett Street, LLC, 50% Interest
$100,001 - $250,000 · Business Income
Lakeland Development, LLC, 33% Interest
$50,001 - $100,000 · Business Income
Louisiana State Employees' Retirement System
Undetermined · Pension Income
Vanguard Cash Plus (Bank Sweep Program)
$100,001 - $250,000 · Interest
Vanguard Intermediate-Term Investment Grade Fund Admiral Shrs (VFIDX)
$100,001 - $250,000 · Tax-Deferred
Vanguard Morningstar Total Stock Market ETF (VTI)
$250,001 - $500,000 · Tax-Deferred
Vanguard Short-Term Investment Grade Fund Admiral Shrs (VFSUX)
$100,001 - $250,000 · Tax-Deferred
Vanguard Total Bond Market ETF (BND)
$100,001 - $250,000 · Tax-Deferred
Vanguard Total International Bond ETF (BNDX)
$100,001 - $250,000 · Tax-Deferred
Vanguard Total International Stock ETF (VXUS)
$500,001 - $1,000,000 · Tax-Deferred
Vanguard FTSE Social Index Fund Admiral Shares (VFTAX)
$50,001 - $100,000 · Tax-Deferred
Vanguard Intermediate-Term Investment Grade Fund Admiral Shrs (VFIDX)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
Allspring Emerging Markets Equity Fund Institutional Class (EMGNX)
$1,001 - $15,000 · Dividends, Interest
Allspring Fd, Small Company Growth Inst (WSCGX)
$1,001 - $15,000 · Capital Gains, Dividends, Interest
Allspring Special Mid Cap Value Fund Insti Class (WFMIX)
$1,001 - $15,000 · Capital Gains, Dividends, Interest
American Century Diversified Bond Fund - I Class (ACBPX)
$1,001 - $15,000 · Dividends, Interest
AMG GW&K ESG Bond Fund Class I (MGBIX)
$1,001 - $15,000 · Dividends, Interest
Champlain Small Company Fund Institutional Shares (CIPNX)
$1,001 - $15,000 · Capital Gains, Dividends, Interest
Cohen & Steers Realty Shares, Inc. (CSRSX)
$1,001 - $15,000 · Capital Gains, Dividends, Interest
Dodge & Cox Stock Fund - Class I (DODGX)
$1,001 - $15,000 · Capital Gains, Dividends, Interest
DWS Enhanced Commodity Strategy Fund - Class Institutional (SKIRX)
$1,001 - $15,000 · Dividends, Interest
EuroPacific Growth Fund, Class F-2 Shs (AEPFX)
$1,001 - $15,000 · Dividends, Interest
Fidelity Advisor Strategic Income Fund: Class I (FSRIX)
$1,001 - $15,000 · Dividends, Interest
Invesco Global Real Estate Income Fund Class Y (ASRYX)
$1,001 - $15,000 · Dividends, Interest
Invesco International Bond Fund Class Y (OIBYX)
$1,001 - $15,000 · Dividends, Interest
Metropolitan West Total Return Bond Fd Cl I (MWTIX)
$1,001 - $15,000 · Dividends, Interest
MFS Emerging Markets Debt Fund Class I (MEDIX)
$1,001 - $15,000 · Dividends, Interest
NYLI MacKay High Yield Corporate Bond Fund Class I (MHYIX)
$1,001 - $15,000 · Dividends, Interest
Principal Funds, Inc. Small-MidCap Dividend Income Fund Institutional Class (PMDIX)
$1,001 - $15,000 · Capital Gains, Dividends, Interest
T. Rowe Price Blue Chip Growth Fund, Inc. (TRBCX)
$1,001 - $15,000 · Dividends, Interest
The Hartford MidCap Fund Class I (HFMIX)
$1,001 - $15,000 · Capital Gains, Dividends, Interest
Thornburg Investment Income Builder Fund Class I (TIBIX)
$1,001 - $15,000 · Dividends, Interest
Vanguard Treasury Money Market Fund (VUSXX)
$1 - $1,000 · Dividends, Interest
Washington Mutual Investors Fund Cl F-2 Shs (WMFFX)
$1,001 - $15,000 · Capital Gains, Dividends, Interest
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Amendment
Filing year
2026
Chamber
house
Chewy Inc. RSU
$100,001 - $250,000 · Capital Gains
Goldman Sachs High Yield Savings Account
$1,001 - $15,000 · Interest
Goldman Sachs Physical Gold ETF Shares (AAAU)
$1,001 - $15,000 · Capital Gains
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000 · Capital Gains, Dividends
iShares Bitcoin Trust ETF (IBIT)
$1,001 - $15,000 · Capital Gains
Schwab Fundamental US Lg Company Index Fund Insti Shs (SFLNX)
$1,001 - $15,000 · Capital Gains, Dividends
Schwab S&P 500 Index Fund- Select Shares (SWPPX)
$1,001 - $15,000 · Capital Gains, Dividends
Schwab U.S. Broad Market ETF (SCHB)
$1,001 - $15,000 · Capital Gains, Dividends
Schwab U.S. REIT ETF (SCHH)
None · Capital Gains, Dividends
Schwab U.S. TIPS ETF (SCHP)
None · Capital Gains, Dividends
State Street SPDR Dow Jones Industrial Average ETF Trust (DIA)
$1 - $1,000 · Capital Gains, Dividends
State Street SPDR S&P 500 ETF Trust (SPY)
$1,001 - $15,000 · Dividends
Vanguard Energy ETF (VDE)
None · Capital Gains, Dividends
Vanguard Russell 2000 ETF (VTWO)
None · Capital Gains, Dividends
Schwab Fundamental US Lg Company Index Fund Insti Shs (SFLNX)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Amendment
Filing year
2025
Chamber
house
Alphabet Inc. - Class C Capital Stock (GOOG)
$1,001 - $15,000 · Dividends · $1 - $200
Amazon.com, Inc. - Common Stock (AMZN)
$1,001 - $15,000 · Dividends · $1 - $200
American Funds Growth Fund of America
$15,001 - $50,000 · Tax-Deferred
Amphenol Corporation Common Stock (APH)
$1,001 - $15,000 · Dividends · $1 - $200
Arista Networks, Inc. Common Stock (ANET)
$1,001 - $15,000 · Dividends · $1 - $200
AT&T Inc. (T)
$1,001 - $15,000 · Dividends · $1 - $200
BlackRock, Inc. Common Stock (BLK)
$1,001 - $15,000 · Dividends · $1 - $200
Broadcom Inc. - Common Stock (AVGO)
$1,001 - $15,000 · Dividends · $1 - $200
Churchill Downs, Incorporated - Common Stock (CHDN)
$1,001 - $15,000 · Dividends · $1 - $200
Comer-Gumm-West Farm
$500,001 - $1,000,000 · Rent · $5,001 - $15,000
Comer-Lee-Hays Farm
$500,001 - $1,000,000 · Rent · $5,001 - $15,000
Comer-West Farm
$500,001 - $1,000,000 · Rent · $5,001 - $15,000
Community Trust Bancorp, Inc. (CTBI)
$1,001 - $15,000 · Tax-Deferred
Costco Wholesale Corporation - Common Stock (COST)
$1,001 - $15,000 · Dividends · $1 - $200
Dover Corporation Common Stock (DOV)
$1,001 - $15,000 · Dividends · $1 - $200
Farm Checking Account
$15,001 - $50,000 · Interest · $1 - $200
Farm Team Properties, LLC
$250,001 - $500,000 · Dividends · None
Ford Farm
$100,001 - $250,000 · Rent · $1,001 - $2,500
Frankfort Home
$500,001 - $1,000,000 · None
Gamaliel Stargazer, LLC, 100% Interest
$1,001 - $15,000 · Book sales · $100,001 - $1,000,000
Graham Farm
$500,001 - $1,000,000 · Rent · $15,001 - $50,000
Home Depot, Inc. (HD)
$1,001 - $15,000 · Dividends · $1 - $200
Kirkpatrick Farm
$500,001 - $1,000,000 · Rent · $5,001 - $15,000
KY Judicial & Legislative Retirement System
$50,001 - $100,000 · Tax-Deferred
KY State Employees Retirement System
$50,001 - $100,000 · Tax-Deferred
Marvell Technology, Inc. - Common Stock (MRVL)
$1,001 - $15,000 · Dividends · $1 - $200
Microsoft Corporation - Common Stock (MSFT)
$1,001 - $15,000 · Dividends · $1 - $200
Netflix, Inc. - Common Stock (NFLX)
$1,001 - $15,000 · Dividends · $1 - $200
NVIDIA Corporation - Common Stock (NVDA)
$15,001 - $50,000 · Dividends · $1 - $200
Palantir Technologies Inc. - Class A Common Stock (PLTR)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
Brick HR, Inc., 100% Interest
$1,000,001 - $5,000,000 · None
Checking accounts - Wells Fargo
$50,001 - $100,000 · None
Christine Kirkland Revocable Trust, 50% Interest
$15,001 - $50,000 · Income from home sale
Club One Casino, Inc., 50% Interest
$5,000,001 - $25,000,000 · Income from casino operations
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Amendment
Filing year
2026
Chamber
house
RTM Fisheries
$250,001 - $500,000 · Dividends
US bank account
$1,001 - $15,000 · Interest
Walden Cape Cod Solar, 20% Interest
$500,001 - $1,000,000 · Dividends
Invesco QQQ Trust, Series 1 (QQQ)
$15,001 - $50,000 · Tax-Deferred
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)
$15,001 - $50,000 · Tax-Deferred
Lord Abbett Ultra Short Bond Fund - Class I (LUBYX)
$1,001 - $15,000 · Tax-Deferred
ProShares S&P 500 High Income ETF (ISPY)
$15,001 - $50,000 · Tax-Deferred
State Street SPDR S&P 500 ETF Trust (SPY)
$15,001 - $50,000 · Tax-Deferred
US bank account
$1,001 - $15,000 · Tax-Deferred
Invesco QQQ Trust, Series 1 (QQQ)
$15,001 - $50,000 · Tax-Deferred
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)
$15,001 - $50,000 · Tax-Deferred
Lord Abbett Ultra Short Bond Fund - Class I (LUBYX)
$15,001 - $50,000 · Tax-Deferred
ProShares S&P 500 High Income ETF (ISPY)
$15,001 - $50,000 · Tax-Deferred
State Street Financial Select Sector SPDR ETF (XLF)
$1,001 - $15,000 · Tax-Deferred
State Street Health Care Select Sector SPDR ETF (XLV)
$1,001 - $15,000 · Tax-Deferred
State Street SPDR S&P 500 ETF Trust (SPY)
$15,001 - $50,000 · Tax-Deferred
US bank account
$1,001 - $15,000 · Tax-Deferred
JNL/MELLON S&P 500 INDEX
$100,001 - $250,000 · Tax-Deferred
US bank account
$1,001 - $15,000 · Tax-Deferred
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000 · Tax-Deferred
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)
$1,001 - $15,000 · Tax-Deferred
ProShares S&P 500 High Income ETF (ISPY)
$1,001 - $15,000 · Tax-Deferred
State Street SPDR S&P 500 ETF Trust (SPY)
$1,001 - $15,000 · Tax-Deferred
US bank account
$1,001 - $15,000 · Tax-Deferred
Invesco QQQ Trust, Series 1 (QQQ)
$15,001 - $50,000 · Tax-Deferred
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)
$15,001 - $50,000 · Tax-Deferred
Lord Abbett Ultra Short Bond Fund - Class I (LUBYX)
$1,001 - $15,000 · Tax-Deferred
ProShares S&P 500 High Income ETF (ISPY)
$15,001 - $50,000 · Tax-Deferred
State Street SPDR S&P 500 ETF Trust (SPY)
$15,001 - $50,000 · Tax-Deferred
US bank account
$1,001 - $15,000 · Tax-Deferred
Apple Inc. - Common Stock (AAPL)
$15,001 - $50,000 · Tax-Deferred
Citizens Financial Group, Inc. Common Stock (CFG)
$15,001 - $50,000 · Tax-Deferred
Invesco QQQ Trust, Series 1 (QQQ)
$15,001 - $50,000 · Tax-Deferred
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)
$15,001 - $50,000 · Tax-Deferred
Lord Abbett Ultra Short Bond Fund - Class I (LUBYX)
$15,001 - $50,000 · Tax-Deferred
ProShares S&P 500 High Income ETF (ISPY)
$15,001 - $50,000 · Tax-Deferred
State Street SPDR S&P 500 ETF Trust (SPY)
$15,001 - $50,000 · Tax-Deferred
US bank account
$1,001 - $15,000 · Tax-Deferred
Apple Inc. - Common Stock (AAPL)
$250,001 - $500,000 · Dividends
AT&T Inc. (T)
$15,001 - $50,000 · Dividends
…
26 more assets: every one is in the complete record on this filing's page
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
Trump Media & Technology Group Corp. - Common Stock (DJT)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Amendment
Filing year
2025
Chamber
house
Carolina Lithotripsy/Health Tronics
$15,001 - $50,000 · Dividends · $15,001 - $50,000
Condominium
$500,001 - $1,000,000 · Rent · $15,001 - $50,000
Discover Bank
$50,001 - $100,000 · Interest · $2,501 - $5,000
Gold coins
$50,001 - $100,000 · None
Greenville Facility Investors. LLC
$1,000,001 - $5,000,000 · Business income · $100,001 - $1,000,000
GUC Properties
$100,001 - $250,000 · Rent · $15,001 - $50,000
Physicians Owned Pharmacy
$1,001 - $15,000 · Dividends · $1,001 - $2,500
State of North Carolina Legislative Retirement System
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Amendment
Filing year
2026
Chamber
house
Bank Account
$100,001 - $250,000 · Interest
Central NC Timberland, 33% Interest
$1,000,001 - $5,000,000 · Rent
Central NC Timberland
$100,001 - $250,000 · None
Fidelity Managed Account
$1,000,001 - $5,000,000 · Capital Gains, Dividends, Interest
Fidelity Retirement Account
$500,001 - $1,000,000 · Dividends, Rent
Lower River Road House
$15,001 - $50,000 · Rent
Northfield Development
$100,001 - $250,000 · None
Sapona Mills
None · None
Schwab Retirement Account
$250,001 - $500,000 · Capital Gains, Interest, Rent
UnitedHealth Group Incorporated Common Stock (UNH)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
Providing Individuals New Opportunities Inc., 100% Interest
$1,001 - $15,000 · None
Securing Equality and Transparency Consulting Firm, 100% Interest
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
Enchanted Mountains Vet. Care PLLC, 100% Interest
$1,000,001 - $5,000,000 · Flow Through
American Funds - SMALLCAP World Fund Inc Class R-2 Shares (RSLBX)
$1,001 - $15,000 · Tax-Deferred
American Funds - The New Economy Fund Class R-2 Shares (RNGBX)
$15,001 - $50,000 · Tax-Deferred
American Funds Global Balanced Fd Cl R-2 (RGBBX)
$15,001 - $50,000 · Tax-Deferred
New Perspective Fund, Class R-2 Shares (RNPBX)
$15,001 - $50,000 · Tax-Deferred
The Bond Fund of America, Class R-2 Shares (RBFBX)
$1,001 - $15,000 · Tax-Deferred
The Growth Fund of America Class R-2 Shares (RGABX)
$50,001 - $100,000 · Tax-Deferred
The Income Fund of America, Class R-2 Shares (RIDBX)
$15,001 - $50,000 · Tax-Deferred
American Funds College 2039 Fund Class 529-A (CDJAX)
$15,001 - $50,000 · None
American Funds College Fund 2036 Class 529-A (CCFAX)
$1,001 - $15,000 · None
RILA
$250,001 - $500,000 · Tax-Deferred
RILA
$50,001 - $100,000 · Tax-Deferred
AMCAP Fund, Class A Shares A (AMCPX)
$50,001 - $100,000 · Capital Gains
American Balanced Fund, Class A Shs (ABALX)
$50,001 - $100,000 · Capital Gains
American Fds, American High-Income Municipal Bond Fd, Class A (AMHIX)
$15,001 - $50,000 · None
American Funds Global Insight Fund Class A (AGVFX)
$50,001 - $100,000 · None
American Funds Inflation Linked Bond Fund - Class A (BFIAX)
$15,001 - $50,000 · None
American Funds Investment Co of America A (AIVSX)
$50,001 - $100,000 · Capital Gains
American Funds U.S. Government Money Market Fund Class A (AFAXX)
$1 - $1,000 · Dividends
American Mutual Fund Class A Shares (AMRMX)
$50,001 - $100,000 · Capital Gains
Fundamental Investors, Class A Shares (ANCFX)
$100,001 - $250,000 · Capital Gains
The Bond Fund of America, Class A Shares (ABNDX)
$15,001 - $50,000 · Dividends
The Growth Fund of America Class A Shares (AGTHX)
$100,001 - $250,000 · Capital Gains
The Income Fund of America, Class A Shares (AMECX)
$1,001 - $15,000 · Capital Gains, Dividends
AMCAP Fund, Class A Shares A (AMCPX)
$1,001 - $15,000 · None
American Balanced Fund, Class A Shs (ABALX)
$1,001 - $15,000 · None
American Funds Investment Co of America A (AIVSX)
$1,001 - $15,000 · None
The Growth Fund of America Class A Shares (AGTHX)
$1,001 - $15,000 · None
The Income Fund of America, Class A Shares (AMECX)
$1,001 - $15,000 · None
AMCAP Fund, Class A Shares A (AMCPX)
$1,001 - $15,000 · None
American Balanced Fund, Class A Shs (ABALX)
$1,001 - $15,000 · None
American Funds Investment Co of America A (AIVSX)
$1,001 - $15,000 · None
The Growth Fund of America Class A Shares (AGTHX)
$1,001 - $15,000 · None
The Income Fund of America, Class A Shares (AMECX)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
Burke & Herbert Bank
$50,001 - $100,000 · None
Mercury Business Banking Account
$1,001 - $15,000 · None
E*Trade Brokerage
$15,001 - $50,000 · None
Total Stock Market Index
$50,001 - $100,000 · None
Total Stock Market Index
$1,001 - $15,000 · None
State Street Target Retirement Fund - Class V
$500,001 - $1,000,000 · None
Mastercard Incorporated Deferral Plan – 2025 Base Salary
$15,001 - $50,000 · None
Mastercard Incorporated Common Stock (MA)
$15,001 - $50,000 · Dividends
Mastercard Incorporated Common Stock (MA)
$15,001 - $50,000 · Dividends
Vanguard S&P 500 ETF (VOO)
$100,001 - $250,000 · Dividends
Voya Financial | Financial Advisors Insured Bank Deposit Account
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
Alphabet Inc. - Class C Capital Stock (GOOG)
$100,001 - $250,000 · Dividends
Amazon.com, Inc. - Common Stock (AMZN)
$50,001 - $100,000 · Capital Gains, Dividends
Apple Inc. - Common Stock (AAPL)
$50,001 - $100,000 · Dividends
Attorney, 100% Interest
None · Compensation
Belmar Spine LLC, 5% Interest
None · LLC Income
Big O
$250,001 - $500,000 · Rent
Broadcom Inc. - Common Stock (AVGO)
$100,001 - $250,000 · Dividends
Burger King
$250,001 - $500,000 · Rent
Caliber Collision
$250,001 - $500,000 · Rent
Costco Wholesale Corporation - Common Stock (COST)
$50,001 - $100,000 · Dividends
Fairways
$1,000,001 - $5,000,000 · Rent
GB Management, 100% Interest
None · Mgt Fees
Goldman Sachs Group, Inc. (GS)
$50,001 - $100,000 · Dividends
Grease Monkey
$250,001 - $500,000 · Rent
Invesco QQQ Trust, Series 1 (QQQ)
$500,001 - $1,000,000 · Dividends
iShares MSCI All Country Asia ex Japan ETF (AAXJ)
$50,001 - $100,000 · Dividends
JP Morgan Chase & Co. Common Stock (JPM)
$50,001 - $100,000 · Dividends
med legal, 100% Interest
None · consulting fees
Microsoft Corporation - Common Stock (MSFT)
$50,001 - $100,000 · Dividends
Monaco
$1,000,001 - $5,000,000 · Rent
NVIDIA Corporation - Common Stock (NVDA)
$100,001 - $250,000 · Dividends
Power Health, 100% Interest
None · Medical Consulting Fees
Sandisk Corporation - Common Stock When- Issued (SNDK)
$1,001 - $15,000 · None
Schwab Sweep
$15,001 - $50,000 · Interest
State Street Financial Select Sector SPDR ETF (XLF)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
Florida Pre-paid College Savings Plan - R. Hosey
$15,001 - $50,000 · None
Florida Pre-paid College Savings Plan - W. Hosey
$1,001 - $15,000 · None
Florisa Retirement System (FRS) Pension Plan
None · None
Horrace Mann 403(b) Annuity - Lee County Public Schools
$1,001 - $15,000 · None
Nationwide 457(b) Deferred Compensation Plan - Broward County
$15,001 - $50,000 · None
Nationwide Roth 457 (b) Deferred Compensation Plan - Broward County
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
Apartment Unit
$50,001 - $100,000 · None
Charles Schwab IRA
$15,001 - $50,000 · Tax-Deferred
Checking Account - Prince George's Community Federal Credit Union
$50,001 - $100,000 · Interest
Savings Account
$1,001 - $15,000 · Interest
Fidelity Freedom Index 2030 Fund - Premier II Class Shares
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
529 Hadlley
$1 - $1,000 · None
529 Hayden
$1 - $1,000 · None
529 Hudson
$1 - $1,000 · None
Bank of America Checking
$1,001 - $15,000 · None
Bank of America Money Market
$1 - $1,000 · None
Bank of America Savings
$1 - $1,000 · None
Burdock
$250,001 - $500,000 · Rent
Capital One
$1,001 - $15,000 · Interest
Harden Law Firm, LLC
$100,001 - $250,000 · Income
Truist 5388 Savings
$1 - $1,000 · None
Truist 8787
$1 - $1,000 · None
Truist checking 9354
$1 - $1,000 · None
Truist- HLF operating
$1,001 - $15,000 · None
Valley View
$500,001 - $1,000,000 · Rent
Vanguard Target Retirement 2055 Fund (VFFVX)
$1,001 - $15,000 · Dividends
Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Amendment
Filing year
2025
Chamber
house
Affinity Certificate of Deposit
$100,001 - $250,000 · Interest
Affinity Checking
$1,001 - $15,000 · Interest
Alphabet Inc. - Class A Common Stock (GOOGL)
$1,001 - $15,000 · Capital Gains
Amazon.com, Inc. - Common Stock (AMZN)
$1,001 - $15,000 · Capital Gains
Apple Inc. - Common Stock (AAPL)
$1,001 - $15,000 · Capital Gains
Berkshire Hathaway Inc. New Common Stock (BRK.B)
$1,001 - $15,000 · Capital Gains
Bristol-Myers Squibb Company Common Stock (BMY)
$1,001 - $15,000 · Capital Gains
Caterpillar, Inc. Common Stock (CAT)
$1,001 - $15,000 · Capital Gains
Chase Bank
$1,001 - $15,000 · Interest
DCU Certificate of Deposit
$15,001 - $50,000 · Interest
DCU Saving
$1,001 - $15,000 · Interest
Digital Federal Credit Union
$1,001 - $15,000 · Interest
Exxon Mobil Corporation Common Stock (XOM)
$1,001 - $15,000 · Capital Gains
Fidelity Hedged Equity fund
$1,001 - $15,000 · Dividends
Fidelity Money Market
$100,001 - $250,000 · Dividends, Interest
Fidelity Professionally managed brokerage account
$250,001 - $500,000 · Capital Gains, Dividends
Flagstar Bank Certificate of Deposit
$15,001 - $50,000 · Interest
Flagstar Bank Saving
$1,001 - $15,000 · Interest
Gilead Sciences, Inc. - Common Stock (GILD)
$1,001 - $15,000 · Capital Gains
Hims & Hers Health, Inc. Class A Common Stock (HIMS)
$1,001 - $15,000 · Capital Gains
ICICI
$1,001 - $15,000 · Capital Gains, Dividends
ICICI Foreign Bank Account
$15,001 - $50,000 · Interest
investment-grade gold
$15,001 - $50,000 · None
Microsoft Corporation - Common Stock (MSFT)
$1,001 - $15,000 · Capital Gains, Dividends
Midwest America Federal Credit Union
$1,001 - $15,000 · Interest
Nippon India Mutual Fund
$1,001 - $15,000 · Capital Gains, Dividends, Interest
NVIDIA Corporation - Common Stock (NVDA)
$15,001 - $50,000 · Capital Gains, Dividends
PNC Bank
$1,001 - $15,000 · Interest
PNC Bank Certificate of Deposit
$15,001 - $50,000 · Interest
QServCorp, LLC
$1,001 - $15,000 · K-1 Income
QServCorp, LLC
$1,001 - $15,000 · K-1 Income
QUALCOMM Incorporated - Common Stock (QCOM)
$1,001 - $15,000 · Capital Gains
State Bank Of India
$1,001 - $15,000 · Interest
Undivided commercial property interest
$1,001 - $15,000 · Rent
Undivided inherited farmland interest
$1,000,001 - $5,000,000 · None
VistaShares Target 15 Berkshire Select Income ETF (OMAH)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2025
Chamber
house
529 Hadlley
$1 - $1,000 · None
529 Hayden
$1 - $1,000 · None
529 Hudson
$1 - $1,000 · None
Bank of America Checking
$1,001 - $15,000 · None
Bank of America Money Market
$1 - $1,000 · None
Bank of America Savings
$1 - $1,000 · None
Burdock
$250,001 - $500,000 · Rent
Capital One- Amber
$1,001 - $15,000 · Interest
Harden Law Firm, LLC, 50% Interest
$100,001 - $250,000 · Income
Truist 5388 Savings
$1 - $1,000 · None
Truist 8787
$1 - $1,000 · None
Truist checking 9354
$1 - $1,000 · None
Truist- HLF operating
$1,001 - $15,000 · None
Valley View
$500,001 - $1,000,000 · Rent
Vanguard Target Retirement 2055 Fund (VFFVX)
$1,001 - $15,000 · Dividends
Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Amendment
Filing year
2026
Chamber
house
Affinity Certificate of Deposit
$100,001 - $250,000 · Interest
Affinity Checking
$1,001 - $15,000 · Interest
Alphabet Inc. - Class A Common Stock (GOOGL)
$1,001 - $15,000 · Capital Gains
Amazon.com, Inc. - Common Stock (AMZN)
$1,001 - $15,000 · Capital Gains
Apple Inc. - Common Stock (AAPL)
$1,001 - $15,000 · Capital Gains
Berkshire Hathaway Inc. New Common Stock (BRK.B)
$1,001 - $15,000 · Capital Gains
Bristol-Myers Squibb Company Common Stock (BMY)
$1,001 - $15,000 · Capital Gains
Caterpillar, Inc. Common Stock (CAT)
$1,001 - $15,000 · Capital Gains
Chase Bank
$1,001 - $15,000 · Interest
DCU Certificate of Deposit
$15,001 - $50,000 · Interest
DCU Saving
$1,001 - $15,000 · Interest
Digital Federal Credit Union
$1,001 - $15,000 · Interest
Exxon Mobil Corporation Common Stock (XOM)
$1,001 - $15,000 · Capital Gains
Fidelity Hedged Equity fund
$1,001 - $15,000 · Dividends
Fidelity Money Market
$100,001 - $250,000 · Dividends, Interest
Fidelity Professionally managed brokerage account
$250,001 - $500,000 · Capital Gains, Dividends
Flagstar Bank Certificate of Deposit
$15,001 - $50,000 · Interest
Flagstar Bank Saving
$1,001 - $15,000 · Interest
Gilead Sciences, Inc. - Common Stock (GILD)
$1,001 - $15,000 · Capital Gains
Hims & Hers Health, Inc. Class A Common Stock (HIMS)
$1,001 - $15,000 · Capital Gains
ICICI
$1,001 - $15,000 · Capital Gains, Dividends
ICICI Foreign Bank Account
$1,001 - $15,000 · Interest
ICICI Foreign Bank Account
$15,001 - $50,000 · Interest
investment-grade gold
$15,001 - $50,000 · None
Microsoft Corporation - Common Stock (MSFT)
$1,001 - $15,000 · Capital Gains, Dividends
Midwest America Federal Credit Union
$1,001 - $15,000 · Interest
Nippon India Mutual Fund
$1,001 - $15,000 · Capital Gains, Dividends, Interest
NVIDIA Corporation - Common Stock (NVDA)
$15,001 - $50,000 · Capital Gains, Dividends
PNC Bank
$1,001 - $15,000 · Interest
PNC Bank Certificate of Deposit
$15,001 - $50,000 · Interest
QUALCOMM Incorporated - Common Stock (QCOM)
$1,001 - $15,000 · Capital Gains
State Bank Of India
$1,001 - $15,000 · Interest
Undivided commercial property interest
$1,001 - $15,000 · None
Undivided inherited farmland interest
$1,000,001 - $5,000,000 · None
VistaShares Target 15 Berkshire Select Income ETF (OMAH)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Amendment
Filing year
2026
Chamber
house
John Hancock Eunice
$15,001 - $50,000 · Dividends
John Hancock Gerald
$15,001 - $50,000 · Dividends
SC Credit Union (SCU)
$15,001 - $50,000 · Interest
Self Help Credit Union
$15,001 - $50,000 · Interest
Sparda-Bank Südwest
$50,001 - $100,000 · Interest
3M Company Common Stock (MMM)
$1,001 - $15,000 · Capital Gains, Dividends
AbbVie Inc. Common Stock (ABBV)
$1,001 - $15,000 · Capital Gains, Dividends
Accenture plc Class A Ordinary Shares (ACN)
$1,001 - $15,000 · Capital Gains, Dividends
Adobe Inc. - Common Stock (ADBE)
$1,001 - $15,000 · Capital Gains, Dividends
Advanced Micro Devices, Inc. (AMD)
$1,001 - $15,000 · Capital Gains, Dividends
ADVANTEST CORP SP/ADR (ATEYY)
$1,001 - $15,000 · Capital Gains, Dividends
AIA GROUP LTD S/ADR (AAGIY)
$1,001 - $15,000 · Capital Gains, Dividends
ALLIANZ SE UNSP/ADR (ALIZY)
$1,001 - $15,000 · Capital Gains, Dividends
Alphabet Inc. - Class A Common Stock (GOOGL)
$15,001 - $50,000 · Capital Gains, Dividends
Alphabet Inc. - Class C Capital Stock (GOOG)
$1,001 - $15,000 · Capital Gains, Dividends
Amazon.com, Inc. - Common Stock (AMZN)
$15,001 - $50,000 · Capital Gains, Dividends
Amphenol Corporation Common Stock (APH)
$1,001 - $15,000 · Capital Gains, Dividends
Anheuser-Busch Inbev SA Sponsored ADR (BUD)
$1,001 - $15,000 · Capital Gains, Dividends
Apollo Global Management, Inc. (APO)
$1,001 - $15,000 · Capital Gains, Dividends
Apple Inc. - Common Stock (AAPL)
$15,001 - $50,000 · Capital Gains, Dividends
Applovin Corporation - Class A Common Stock (APP)
$1,001 - $15,000 · Capital Gains, Dividends
Ares Management Corporation Class A Common Stock (ARES)
$1,001 - $15,000 · Capital Gains, Dividends
Arista Networks, Inc. Common Stock (ANET)
$1,001 - $15,000 · Capital Gains, Dividends
Arthur J. Gallagher & Co. Common Stock (AJG)
$1,001 - $15,000 · Capital Gains, Dividends
ASML Holding N.V. - New York Registry Shares (ASML)
$1,001 - $15,000 · Capital Gains, Dividends
AstraZeneca PLC Ordinary Shares (AZN)
$1,001 - $15,000 · Capital Gains, Dividends
Banco Santander, S.A. Sponsored ADR (SAN)
$1,001 - $15,000 · Capital Gains, Dividends
Bank of America Corporation Common Stock (BAC)
$1,001 - $15,000 · Capital Gains, Dividends
Berkshire Hathaway Inc. New Common Stock (BRK.B)
$1,001 - $15,000 · Capital Gains, Dividends
Boeing Company (BA)
$1,001 - $15,000 · Capital Gains, Dividends
Boston Scientific Corporation Common Stock (BSX)
$1,001 - $15,000 · Capital Gains, Dividends
British American Tobacco Industries, p.l.c. Common Stock ADR (BTI)
$1,001 - $15,000 · Capital Gains, Dividends
Broadcom Inc. - Common Stock (AVGO)
$15,001 - $50,000 · Capital Gains, Dividends
C.H. Robinson Worldwide, Inc. - Common Stock (CHRW)
$1,001 - $15,000 · Capital Gains, Dividends
Cadence Design Systems, Inc. - Common Stock (CDNS)
$1,001 - $15,000 · Capital Gains, Dividends
CAIXABANK SA UNSP/ADR (CAIXY)
$1,001 - $15,000 · Capital Gains, Dividends
Capital One Financial Corporation Common Stock (COF)
$1,001 - $15,000 · Capital Gains, Dividends
Carrier Global Corporation Common Stock (CARR)
$1,001 - $15,000 · Capital Gains, Dividends
Caterpillar, Inc. Common Stock (CAT)
$1,001 - $15,000 · Capital Gains, Dividends
Celestica, Inc. Common Stock (CLS)
$1,001 - $15,000 · Capital Gains, Dividends
…
203 more assets: every one is in the complete record on this filing's page
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
John Hancock Eunice
$15,001 - $50,000 · Dividends
John Hancock Gerald
$15,001 - $50,000 · Dividends
SC Credit Union (SCU)
$15,001 - $50,000 · Interest
Self Help Credit Union
$15,001 - $50,000 · Interest
Sparda-Bank Südwest
$50,001 - $100,000 · Interest
3M Company Common Stock (MMM)
$1,001 - $15,000 · Capital Gains, Dividends
AbbVie Inc. Common Stock (ABBV)
$1,001 - $15,000 · Capital Gains, Dividends
Accenture plc Class A Ordinary Shares (ACN)
$1,001 - $15,000 · Capital Gains, Dividends
Adobe Inc. - Common Stock (ADBE)
$1,001 - $15,000 · Capital Gains, Dividends
Advanced Micro Devices, Inc. (AMD)
$1,001 - $15,000 · Capital Gains, Dividends
ADVANTEST CORP SP/ADR (ATEYY)
$1,001 - $15,000 · Capital Gains, Dividends
AIA GROUP LTD S/ADR (AAGIY)
$1,001 - $15,000 · Capital Gains, Dividends
ALLIANZ SE UNSP/ADR (ALIZY)
$1,001 - $15,000 · Capital Gains, Dividends
Alphabet Inc. - Class A Common Stock (GOOGL)
$15,001 - $50,000 · Capital Gains, Dividends
Alphabet Inc. - Class C Capital Stock (GOOG)
$1,001 - $15,000 · Capital Gains, Dividends
Amazon.com, Inc. - Common Stock (AMZN)
$15,001 - $50,000 · Capital Gains, Dividends
Amphenol Corporation Common Stock (APH)
$1,001 - $15,000 · Capital Gains, Dividends
Anheuser-Busch Inbev SA Sponsored ADR (BUD)
$1,001 - $15,000 · Capital Gains, Dividends
Apollo Global Management, Inc. (APO)
$1,001 - $15,000 · Capital Gains, Dividends
Apple Inc. - Common Stock (AAPL)
$15,001 - $50,000 · Capital Gains, Dividends
Applovin Corporation - Class A Common Stock (APP)
$1,001 - $15,000 · Capital Gains, Dividends
Ares Management Corporation Class A Common Stock (ARES)
$1,001 - $15,000 · Capital Gains, Dividends
Arista Networks, Inc. Common Stock (ANET)
$1,001 - $15,000 · Capital Gains, Dividends
Arthur J. Gallagher & Co. Common Stock (AJG)
$1,001 - $15,000 · Capital Gains, Dividends
ASML Holding N.V. - New York Registry Shares (ASML)
$1,001 - $15,000 · Capital Gains, Dividends
AstraZeneca PLC Ordinary Shares (AZN)
$1,001 - $15,000 · Capital Gains, Dividends
Banco Santander, S.A. Sponsored ADR (SAN)
$1,001 - $15,000 · Capital Gains, Dividends
Bank of America Corporation Common Stock (BAC)
$1,001 - $15,000 · Capital Gains, Dividends
Berkshire Hathaway Inc. New Common Stock (BRK.B)
$1,001 - $15,000 · Capital Gains, Dividends
Boeing Company (BA)
$1,001 - $15,000 · Capital Gains, Dividends
Boston Scientific Corporation Common Stock (BSX)
$1,001 - $15,000 · Capital Gains, Dividends
British American Tobacco Industries, p.l.c. Common Stock ADR (BTI)
$1,001 - $15,000 · Capital Gains, Dividends
Broadcom Inc. - Common Stock (AVGO)
$15,001 - $50,000 · Capital Gains, Dividends
C.H. Robinson Worldwide, Inc. - Common Stock (CHRW)
$1,001 - $15,000 · Capital Gains, Dividends
Cadence Design Systems, Inc. - Common Stock (CDNS)
$1,001 - $15,000 · Capital Gains, Dividends
CAIXABANK SA UNSP/ADR (CAIXY)
$1,001 - $15,000 · Capital Gains, Dividends
Capital One Financial Corporation Common Stock (COF)
$1,001 - $15,000 · Capital Gains, Dividends
Carrier Global Corporation Common Stock (CARR)
$1,001 - $15,000 · Capital Gains, Dividends
Caterpillar, Inc. Common Stock (CAT)
$1,001 - $15,000 · Capital Gains, Dividends
Celestica, Inc. Common Stock (CLS)
$1,001 - $15,000 · Capital Gains, Dividends
…
203 more assets: every one is in the complete record on this filing's page
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
MSIF Global Concentrated Portfolio - Class I (MLNIX)
$50,001 - $100,000 · Tax-Deferred
PGIM Select Real Estate Fund Class Z (SREZX)
$1,001 - $15,000 · Tax-Deferred
Cash
$1,001 - $15,000 · Interest
Fidelity Cash Reserves (FDRXX)
None · Dividends
Fidelity Short Term Bond Fund (FSHBX)
None · Capital Gains, Dividends
iShares Floating Rate Bond ETF (FLOT)
$1,001 - $15,000 · Capital Gains, Dividends
Columbia Global Technology Growth Fund Class I2 (CTHRX)
$15,001 - $50,000 · Tax-Deferred
Federated Hermes MDT Large Cap Growth Fund Class A (QALGX)
$15,001 - $50,000 · Tax-Deferred
Fidelity Cash Reserves (FDRXX)
$50,001 - $100,000 · Tax-Deferred
Fidelity Select Construction and Housing Portfolio (FSHOX)
$15,001 - $50,000 · Tax-Deferred
Fidelity Select Pharmaceuticals (FPHAX)
$15,001 - $50,000 · Tax-Deferred
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID)
$15,001 - $50,000 · Tax-Deferred
FPA Queens Road Small Cap Value Fund Advisor Class (QRSAX)
$15,001 - $50,000 · Tax-Deferred
FullerThaler Behavioral Unconstrained Equity Fund Institutional Shares (FTZIX)
$15,001 - $50,000 · Tax-Deferred
Guinness Atkinson Global Innovators Fund - Investor Class (IWIRX)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Amendment
Filing year
2025
Chamber
house
Apple Inc. - Common Stock (AAPL)
$1,001 - $15,000 · Dividends · $1 - $200
Cisco Systems, Inc. (CSCO)
$1,001 - $15,000 · Dividends · $1 - $200
GE HealthCare Technologies Inc. - Common Stock (GEHC)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
The AK Guy Inc.
$5,000,001 - $25,000,000 · Distribution based on ownership interest
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Amendment
Filing year
2025
Chamber
house
The AK Guy Inc., 100% Interest
$5,000,001 - $25,000,000 · Distribution based on ownership interest
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
Brightstart529
$15,001 - $50,000 · Tax-Deferred
Brightstart529
$100,001 - $250,000 · Tax-Deferred
Cash at Bank of America
$100,001 - $250,000 · None
Cash at Scott Credit Union
$15,001 - $50,000 · Dividends
Fidelity-IRA
$15,001 - $50,000 · None
Metlife Total control Accnt
$1,001 - $15,000 · Interest
AMCAP Fund, Class A Shares A (AMCPX)
$15,001 - $50,000 · Capital Gains
American Balanced Fund, Class A Shs (ABALX)
$50,001 - $100,000 · Capital Gains, Dividends
American Funds Investment Co of America A (AIVSX)
$50,001 - $100,000 · Capital Gains, Dividends
American Mutual Fund Class A Shares (AMRMX)
$15,001 - $50,000 · Capital Gains, Dividends
Capital Income Builder Cl A Shs (CAIBX)
$15,001 - $50,000 · Capital Gains, Dividends
Fundamental Investors, Class A Shares (ANCFX)
$50,001 - $100,000 · Capital Gains, Dividends
New Perspective Fund, Class A Shares (ANWPX)
$15,001 - $50,000 · Capital Gains, Dividends
The Bond Fund of America, Class A Shares (ABNDX)
$1,001 - $15,000 · Capital Gains, Dividends
The Growth Fund of America Class A Shares (AGTHX)
$50,001 - $100,000 · Capital Gains, Dividends
The Income Fund of America, Class A Shares (AMECX)
$15,001 - $50,000 · Capital Gains, Dividends
Washington Mutual Invs Fd Cl A Shs (AWSHX)
$50,001 - $100,000 · Capital Gains, Dividends
American Balanced Fund, Class A Shs (ABALX)
$15,001 - $50,000 · Capital Gains, Dividends
American Funds Investment Co of America A (AIVSX)
$15,001 - $50,000 · Capital Gains, Dividends
American Mutual Fund Class A Shares (AMRMX)
$15,001 - $50,000 · Capital Gains, Dividends
Capital Income Builder Cl A Shs (CAIBX)
$15,001 - $50,000 · Capital Gains, Dividends
Fundamental Investors, Class A Shares (ANCFX)
$50,001 - $100,000 · Capital Gains, Dividends
The Income Fund of America, Class A Shares (AMECX)
$15,001 - $50,000 · Capital Gains, Dividends
Washington Mutual Invs Fd Cl A Shs (AWSHX)
$15,001 - $50,000 · Capital Gains, Dividends
Fidelity Total International Index Fund (FTIHX)
$50,001 - $100,000 · Tax-Deferred
Franklin Stable Value Fund 15bps
$1,001 - $15,000 · Tax-Deferred
JPMorgan Large Cap Growth Fund R6 (JLGMX)
$100,001 - $250,000 · Tax-Deferred
Vanguard Wellington Fund Admiral Shares (VWENX)
$100,001 - $250,000 · Tax-Deferred
Boeing Company (BA)
$1,001 - $15,000 · None
Calix (CALX) stock
$15,001 - $50,000 · None
Calix, Inc Common Stock (CALX)
$100,001 - $250,000 · None
Cash at E*Trade
$15,001 - $50,000 · None
Extreme Networks, Inc. - Common Stock (EXTR)
$100,001 - $250,000 · Capital Gains
Carson CA Redevelopment Agency Proj Area 1-B
$15,001 - $50,000 · None
Federated Hermes International Leaders Fund Class A (FGFAX)
$15,001 - $50,000 · Capital Gains, Dividends
Federated Hermes Prime Cash Obligations Fund Wealth Shares (PCOXX)
$1,001 - $15,000 · Dividends
Federated Hermes Strategic Value Dividend Fund Class A (SVAAX)
$15,001 - $50,000 · Capital Gains, Dividends
Hartford MidCap Fund Class A (HFMCX)
$50,001 - $100,000 · Capital Gains
Illinois Housing Dev Auth – Multi family Revenue
$15,001 - $50,000 · Interest
Invesco Developing Markets Fund Class A (ODMAX)
$1,001 - $15,000 · Capital Gains, Dividends
…
37 more assets: every one is in the complete record on this filing's page
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
ALPS International Sector Dividend Dogs ETF (IDOG)
$50,001 - $100,000 · None
Monarch Ambassador Income Index ETF (MAMB)
$250,001 - $500,000 · None
Monarch Blue Chips Elite Index ETF (MBCE)
$250,001 - $500,000 · None
State Street SPDR Portfolio Emerging Markets ETF (SPEM)
$15,001 - $50,000 · None
State Street SPDR Portfolio S&P 500 Growth ETF (SPYG)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
American Balanced Fund Class F-2 Shs (AMBFX)
$50,001 - $100,000 · Capital Gains, Dividends
BlackRock Strategic Global Bond Fund, Inc. - Institutional (MAWIX)
$1,001 - $15,000 · Capital Gains, Dividends
Capital Group Core Bond Fund (CCBPX)
$1,001 - $15,000 · Capital Gains, Dividends
Capital Group Dividend Value ETF (CGDV)
$15,001 - $50,000 · Capital Gains, Dividends
Capital Group Fixed Core Plus Income ETF (CGCP)
$1,001 - $15,000 · Capital Gains, Dividends
Capital Group Global Growth Equity ETF (CGGO)
$15,001 - $50,000 · Capital Gains, Dividends
Capital Group Growth ETF (CGGR)
$15,001 - $50,000 · Capital Gains, Dividends
Capital Group Municipal Income ETF (CGMU)
$50,001 - $100,000 · Capital Gains, Dividends
Capital World Growth and Income Fund Class F-2 Shares (WGIFX)
$15,001 - $50,000 · Dividends
Fundamental Investors, Class F-2 Shares (FINFX)
$15,001 - $50,000 · Capital Gains, Dividends
ISHARES Core S&P 500 ETF (IVV)
$15,001 - $50,000 · Capital Gains, Dividends
M and T Trust Company
$1,001 - $15,000 · Interest
The American Fds Incm Srs U.S. Gvt Sec Fd, Cl F-2 Srs (GVTFX)
$1,001 - $15,000 · Capital Gains, Dividends
Washington Mutual Investors - F2 (WMFXX)
$15,001 - $50,000 · Capital Gains, Dividends
American Balanced Fund Class F-2 Shs (AMBFX)
$15,001 - $50,000 · Capital Gains, Dividends
BlackRock Strategic Global Bond Fund, Inc. - Institutional (MAWIX)
$1,001 - $15,000 · Capital Gains, Dividends
Capital Group Core Bond Fund (CCBPX)
$15,001 - $50,000 · Capital Gains, Dividends
Capital Group Dividend Value ETF (CGDV)
$15,001 - $50,000 · Capital Gains, Dividends
Capital Group Fixed Core Plus Income ETF (CGCP)
$1,001 - $15,000 · Capital Gains, Dividends
Capital Group Global Growth Equity ETF (CGGO)
$1,001 - $15,000 · Capital Gains, Dividends
Capital Group Growth ETF (CGGR)
$15,001 - $50,000 · Capital Gains, Dividends
Capital World Growth and Income Fund Class F-2 Shares (WGIFX)
$1,001 - $15,000 · Capital Gains, Dividends
ISHARES Core S&P 500 ETF (IVV)
$15,001 - $50,000 · Capital Gains, Dividends
OceanFirst Bank N.A
$1,001 - $15,000 · Interest
The American Fds Incm Srs U.S. Gvt Sec Fd, Cl F-2 Srs (GVTFX)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
Bitcoin
$15,001 - $50,000 · None
Edvest 2032/2033 Enrollment Portfolio
$50,001 - $100,000 · Tax-Deferred
Edvest 2034/2035 Enrollment Portfolio
$50,001 - $100,000 · Tax-Deferred
Ethereum
$15,001 - $50,000 · None
Forbright High Yield Savings
$50,001 - $100,000 · Interest
Kinetic Pursuit LLC, 100% Interest
$1,001 - $15,000 · None
Ripple XRP
$1,001 - $15,000 · None
Synchrony High Yield Savings
None · Interest
US I Series Savings Bonds
$50,001 - $100,000 · None
US Series I Savings Bonds
$50,001 - $100,000 · None
USAA Savings Account
$15,001 - $50,000 · Interest
Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX)
$15,001 - $50,000 · Tax-Deferred
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$100,001 - $250,000 · Tax-Deferred
Vanguard Total International Bond Index Fd Admiral Shs (VTABX)
$50,001 - $100,000 · Tax-Deferred
Vanguard Total International Stock Index Fd Admiral (VTIAX)
$100,001 - $250,000 · Tax-Deferred
Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX)
$50,001 - $100,000 · Tax-Deferred
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$15,001 - $50,000 · Tax-Deferred
Vanguard Total International Stock Index Fd Admiral (VTIAX)
$50,001 - $100,000 · Tax-Deferred
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$1,001 - $15,000 · Tax-Deferred
Vanguard Total International Stock Index Fd Admiral (VTIAX)
$15,001 - $50,000 · Tax-Deferred
Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX)
$15,001 - $50,000 · Tax-Deferred
Vanguard Bond Index Fund Total Bond Mkt Index Fund Institutional Share (VBTIX)
$1,001 - $15,000 · Tax-Deferred
Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)
$50,001 - $100,000 · Tax-Deferred
Vanguard Institutional Total Bond Market Index Trust Unit C
$100,001 - $250,000 · Tax-Deferred
Vanguard Money Market Reserves Federal Money Market Fund (VMFXX)
$1,001 - $15,000 · Dividends
Vanguard Total International Stock Index Fd Admiral (VTIAX)
$15,001 - $50,000 · Dividends
Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2025
Chamber
house
Bitcoin
$15,001 - $50,000 · None
Edvest 2032/2033 Enrollment Portfolio
$15,001 - $50,000 · Tax-Deferred
Edvest 2034/2035 Enrollment Portfolio
$15,001 - $50,000 · Tax-Deferred
Ethereum
$15,001 - $50,000 · None
Kinetic Pursuit LLC, 100% Interest
$1,001 - $15,000 · None
Ripple XRP
$1,001 - $15,000 · None
Synchrony High Yield Savings
$15,001 - $50,000 · Interest
US I Series Savings Bonds
$50,001 - $100,000 · None
US Series I Savings Bonds
$50,001 - $100,000 · None
USAA Savings Account
$1,001 - $15,000 · Interest
Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX)
$15,001 - $50,000 · Tax-Deferred
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$15,001 - $50,000 · Tax-Deferred
Vanguard Total International Bond Index Fd Admiral Shs (VTABX)
$50,001 - $100,000 · Tax-Deferred
Vanguard Total International Stock Index Fd Admiral (VTIAX)
$100,001 - $250,000 · Tax-Deferred
Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX)
$250,001 - $500,000 · Tax-Deferred
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$15,001 - $50,000 · Tax-Deferred
Vanguard Total International Stock Index Fd Admiral (VTIAX)
$15,001 - $50,000 · Tax-Deferred
Vanguard Total International Stock Index Fd Admiral (VTIAX)
$1,001 - $15,000 · Tax-Deferred
Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX)
$1,001 - $15,000 · Tax-Deferred
Vanguard Bond Index Fund Total Bond Mkt Index Fund Institutional Share (VBTIX)
$1,001 - $15,000 · Tax-Deferred
Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)
$50,001 - $100,000 · Tax-Deferred
Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)
$1,001 - $15,000 · Tax-Deferred
Vanguard Total International Stock Index Fund Institutional Shares (VTSNX)
$100,001 - $250,000 · Tax-Deferred
UST Bill
None · Interest
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
None · Dividends
Vanguard Total International Bond Index Fd Admiral Shs (VTABX)
None · Dividends
Vanguard Total International Stock Index Fd Admiral (VTIAX)
$15,001 - $50,000 · Dividends
Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
Clemmons Services Inc., plumbing contractor, Whittier / North Orange County, CA, 49% Interest
$250,001 - $500,000 · Dividends
Ontario Inc
$15,001 - $50,000 · None
Trump Media & Technology Group Corp. - Common Stock (DJT)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
Apartment
$1,600,000.00 · Rent
BLF Fed Fund
$500,001 - $1,000,000 · Dividends
Fidelity Cash
$1,001 - $15,000 · Dividends, Interest
Motorola Solutions, Inc.
$100,001 - $250,000 · None
Motorola Solutions, Inc. Common Stock (MSI)
$100,001 - $250,000 · Dividends
New York State and Local Retirement System Pension
$50,001 - $100,000 · None
S&P Global Inc. Common Stock (SPGI)
$500,001 - $1,000,000 · Capital Gains, Dividends
Sidewalk Labs Management Company LLC
Undetermined · None
State Street Target Retirement 2040 Fund Class I (SSCNX)
Spouse/DC Over $1,000,000 · None
Verisk Analytics, Inc.
Spouse/DC Over $1,000,000 · None
Verisk Analytics, Inc.
$250,001 - $500,000 · None
Verisk Analytics, Inc. - Common Stock (VRSK)
Spouse/DC Over $1,000,000 · Capital Gains, Dividends
Wherever We Go LLC
$15,001 - $50,000 · None
Fidelity Freedom Index 2050 Fund - Investor Class (FIPFX)
$1,000,001 - $5,000,000 · Dividends
MIT Bond Oriented Balanced Fund
$1,001 - $15,000 · None
Vanguard Cash Reserves Federal Money Market Fund Admiral Shares
$1,001 - $15,000 · None
Vanguard Russell 3000 Index Fd Insti Cl (VRTTX)
$50,001 - $100,000 · None
Fidelity Freedom Index 2050 Fund - Investor Class (FIPFX)
$500,001 - $1,000,000 · None
Fidelity Freedom Index 2050 Fund - Investor Class (FIPFX)
$15,001 - $50,000 · None
Fidelity Freedom Index 2050 Fund - Investor Class (FIPFX)
$15,001 - $50,000 · None
Avantor, Inc. Common Stock (AVTR)
$1,001 - $15,000 · None
Broad Street Senior Credit Partners II Employees Fund, L.P.
$15,001 - $50,000 · Capital Gains
Goldman Sachs Bank USA Deposit
$15,001 - $50,000 · Interest
Stonebridge 2018, L.P.
$1,001 - $15,000 · None
T.Rowe Price Retirement 2045 Fund (TRRKX)
$250,001 - $500,000 · None
Vanguard Target Retirement 2045 Fund (VTIVX)
$250,001 - $500,000 · None
Vanguard Short-Term Reserves
$15,001 - $50,000 · None
Vanguard Total Bond Market II Index Fund Institutional Shares (VTBNX)
$250,001 - $500,000 · None
Vanguard Total International Bond Index Fd Inst Shs (VTIFX)
$100,001 - $250,000 · None
Vanguard Total International Stock Index Fund Institutional Select Shares (VTISX)
$100,001 - $250,000 · None
Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
Social Security Administration — retirement benefits
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
EH PP 529
$1,001 - $15,000 · Tax-Deferred
NH PP 529
$1,001 - $15,000 · Tax-Deferred
Empower Conservative Profile Fund - Investor Class (MXCPX)
$15,001 - $50,000 · Tax-Deferred
Empower Conservative Profile Fund - Investor Class (MXCPX)
$50,001 - $100,000 · Tax-Deferred
Empower Conservative Profile Fund - Investor Class (MXCPX)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Amendment
Filing year
2026
Chamber
house
SBI CD
$250,001 - $500,000 · Interest
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)
$1,001 - $15,000 · Tax-Deferred
Amazon.com, Inc. - Common Stock (AMZN)
$1,001 - $15,000 · Tax-Deferred
Apple Inc. - Common Stock (AAPL)
$1,001 - $15,000 · Tax-Deferred
Meta Platforms, Inc. - Class A Common Stock (META)
$1,001 - $15,000 · Tax-Deferred
Microsoft Corporation - Common Stock (MSFT)
$1,001 - $15,000 · Tax-Deferred
NVIDIA Corporation - Common Stock (NVDA)
$1,001 - $15,000 · Tax-Deferred
Space Exploration Technologies Corp. - Class A Common Stock (SPCX)
$1,001 - $15,000 · Tax-Deferred
Tesla, Inc. - Common Stock (TSLA)
$1,001 - $15,000 · Tax-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)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Amendment
Filing year
2025
Chamber
house
SBI CD
$250,001 - $500,000 · Interest
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)
$1,001 - $15,000 · Tax-Deferred
Amazon.com, Inc. - Common Stock (AMZN)
$1,001 - $15,000 · Tax-Deferred
Apple Inc. - Common Stock (AAPL)
$1,001 - $15,000 · Tax-Deferred
Meta Platforms, Inc. - Class A Common Stock (META)
$1,001 - $15,000 · Tax-Deferred
Microsoft Corporation - Common Stock (MSFT)
$1,001 - $15,000 · Tax-Deferred
NVIDIA Corporation - Common Stock (NVDA)
$1,001 - $15,000 · Tax-Deferred
Tesla, Inc. - Common Stock (TSLA)
$1,001 - $15,000 · Tax-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)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Amendment
Filing year
2026
Chamber
house
SBI Fixed Deposit
$250,001 - $500,000 · Tax-Deferred
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)
$1,001 - $15,000 · Tax-Deferred
Amazon.com, Inc. - Common Stock (AMZN)
$1,001 - $15,000 · Tax-Deferred
Apple Inc. - Common Stock (AAPL)
$1,001 - $15,000 · Tax-Deferred
Meta Platforms, Inc. - Class A Common Stock (META)
$1,001 - $15,000 · Tax-Deferred
Microsoft Corporation - Common Stock (MSFT)
$1,001 - $15,000 · Tax-Deferred
NVIDIA Corporation - Common Stock (NVDA)
$1,001 - $15,000 · Tax-Deferred
Space Exploration Technologies Corp. - Class A Common Stock (SPCX)
$1,001 - $15,000 · Tax-Deferred
Tesla, Inc. - Common Stock (TSLA)
$1,001 - $15,000 · Tax-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)
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
· 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.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
Report type
Other
Filing year
2026
Chamber
house
ADA
$1 - $1,000 · None
Alight Financial Advisors, 100% Interest
$15,001 - $50,000 · Tax-Deferred
American Airlines 401K, 100% Interest
$50,001 - $100,000 · Tax-Deferred
American Airlines Credit Union
$1,001 - $15,000 · Interest
American Airlines Credit Union
$1 - $1,000 · None
American Airlines Credit Union
$1,001 - $15,000 · Interest
Army TSP, 100% Interest
$1,001 - $15,000 · Tax-Deferred
Bay First National Bank
$1,001 - $15,000 · Rent
BCH
$1 - $1,000 · None
ETH
$1 - $1,000 · None
Gunslinger Tactical, 1% Interest
None · None
House
$250,001 - $500,000 · Rent
NRH Home
$250,001 - $500,000 · None
Open Bank High Yield Savings Account
$100,001 - $250,000 · Interest
SOL
$1 - $1,000 · None
TSP
$1,001 - $15,000 · None
USAA FSB
$1,001 - $15,000 · Interest
VA Home
$500,001 - $1,000,000 · Rent
Yieldstreet Investments, 100% Interest
$1,001 - $15,000 · Capital Gains
Airbnb, Inc. - Class A Common Stock (ABNB)
$1,001 - $15,000 · Capital Gains
Alphabet Inc. - Class A Common Stock (GOOGL)
$1,001 - $15,000 · Capital Gains
Altria Group, Inc. (MO)
$1,001 - $15,000 · Capital Gains
American Airlines Group, Inc. - Common Stock (AAL)
$1,001 - $15,000 · Capital Gains
Definium Therapeutics, Inc. - Common Shares (DFTX)
$1,001 - $15,000 · Capital Gains
Ichor Holdings - Ordinary Shares (ICHR)
$1 - $1,000 · Capital Gains
Intuitive Machines, Inc. - Class A Common Stock (LUNR)
$1,001 - $15,000 · None
Planet Labs PBC Class A Common Stock (PL)
$1 - $1,000 · Capital Gains
Southern Company (SO)
$1,001 - $15,000 · None
Vanguard Information Tech ETF (VGT)
$1,001 - $15,000 · Capital Gains
Vanguard S&P 500 ETF (VOO)
$1,001 - $15,000 · Capital Gains
Waste Management, Inc. Common Stock (WM)
$1,001 - $15,000 · Capital Gains
Cohen & Steers Realty Shares, Inc. (CSRSX)
$1,001 - $15,000 · Capital Gains
Schwab Fundamental Emerging Markets Large Company Index Fd (SFENX)
$1,001 - $15,000 · Capital Gains
Schwab International Index Fund - Select Shares (SWISX)
$1,001 - $15,000 · Capital Gains
Schwab S&P 500 Index Fund- Select Shares (SWPPX)
$1,001 - $15,000 · Capital Gains
Schwab Short-Term Bond Index Fund (SWSBX)
$1,001 - $15,000 · Capital Gains
Schwab Small-Cap Index Fund-Select Shares (SWSSX)
$1,001 - $15,000 · Capital Gains
Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX)
$15,001 - $50,000 · Capital Gains
Schwab U.S. Aggregate Bond Index Fund (SWAGX)
$1,001 - $15,000 · None
Caterpillar, Inc. Common Stock (CAT)
$1,001 - $15,000 · Capital Gains
…
6 more assets: every one is in the complete record on this filing's page
