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Jotham Stein — 2026 financial disclosure

· 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 typeOther
Filing year2026
Chamberhouse
Bank of America Bank Account$100,001 - $250,000 · Interest
Bullion - Gold, Silver, Platinum$100,001 - $250,000 · None
Centivax Inc (Options)None · None
Charles Schwab Bank Account$15,001 - $50,000 · Interest
CIBC Bank Accounts$15,001 - $50,000 · Interest
Ethernovia Inc (Options)None · None
Executive Employment Law paperback publishedUndetermined · Royalties
Law Offices of Jotham S. Stein P.C., 100% Interest$500,001 - $1,000,000 · None
Marcus/ Goldman Sachs Bank Account$50,001 - $100,000 · Interest
Negotiate Like a CEO audiobookUndetermined · Royalties
Negotiate Like a CEO paperback & kindleUndetermined · Royalties
Fidelity Asset Manager 30% (FTANX)None · Capital Gains, Dividends
Fidelity Capital and Income Fund (FAGIX)None · Capital Gains, Dividends
Fidelity Growth and Income Pt (FGRIX)None · Capital Gains
Fidelity Treasury Money Market Fund (FZFXX)$1 - $1,000 · Dividends
Janus Henderson Balanced Fund - T Shares (JABAX)None · Capital Gains
Meridian Corp CD 4.7% 02/27/26None · Interest
UBS BK USA NATL ASSN CD 5.10000% 10/13/2026$1,001 - $15,000 · Interest
WELLS FARGO BANK NATL ASSN CD 5.00000% 05/14/2026$1,001 - $15,000 · Interest
MSCI EAFE ETF 1YR Point-to-Point$50,001 - $100,000 · Tax-Deferred
SP500 1YR Point-to-Point$250,001 - $500,000 · Tax-Deferred
Fidelity Cash Reserves (FDRXX)$1 - $1,000 · Tax-Deferred
iShares iBonds Dec 2026 Term Treasury ETF (IBTG)$1,001 - $15,000 · Tax-Deferred
iShares iBonds Dec 2027 Term Treasury ETF (IBTH)$1,001 - $15,000 · Tax-Deferred
iShares iBonds Dec 2032 Term Treasury ETF (IBTM)$1,001 - $15,000 · Tax-Deferred
iShares iBonds Dec 2034 Term Treasury ETF (IBTP)$1,001 - $15,000 · Tax-Deferred
Fidelity 500 Index Fund (FXAIX)$500,001 - $1,000,000 · Tax-Deferred
Fidelity Extended Market Index Fund (FSMAX)$100,001 - $250,000 · Tax-Deferred
Fidelity Government Money Market Fund (SPAXX)$1,001 - $15,000 · Tax-Deferred
Fidelity Total International Index Fund (FTIHX)$250,001 - $500,000 · Tax-Deferred
iShares iBonds Dec 2025 Term Treasury ETF (IBTF)None · Tax-Deferred
iShares iBonds Dec 2026 Term Treasury ETF (IBTG)$100,001 - $250,000 · Tax-Deferred
iShares iBonds Dec 2027 Term Treasury ETF (IBTH)$100,001 - $250,000 · Tax-Deferred
iShares iBonds Dec 2028 Term Treasury ETF (IBTI)$1 - $1,000 · Tax-Deferred
iShares iBonds Dec 2029 Term Treasury ETF (IBTJ)None · Tax-Deferred
iShares iBonds Dec 2030 Term Treasury ETF (IBTK)None · Tax-Deferred
iShares iBonds Dec 2031 Term Treasury ETF (IBTL)None · Tax-Deferred
iShares iBonds Dec 2032 Term Treasury ETF (IBTM)$100,001 - $250,000 · Tax-Deferred
iShares iBonds Dec 2033 Term Treasury ETF (IBTO)None · Tax-Deferred
iShares iBonds Dec 2034 Term Treasury ETF (IBTP)$100,001 - $250,000 · Tax-Deferred
…63 more assets: every one is in the complete record on this filing's page

The complete record

Every field KeyVex holds for this filing, as its API serves it. Nothing is withheld here that the API sells.

party—
stateCA
officeRepresentative, CA-16
sourceHOUSE_CLERK_FD
chamberhouse
filing idhouse-fd-10076229
report urlhttps://disclosures-clerk.house.gov/public_disc/financial-pdfs/2026/10076229.pdf
scraped at2026-09-20T18:57:57.890Z
asset count103
bioguide id—
filing date2026-05-01
filing year2026
member lastStein
member nameJotham Stein
report typeOther
member firstJotham
content parsedtrue
report subtypeCandidate Report
state district16
liability count2

assets (103)

ownertickerlocationasset nameasset typerow numberdescriptionincome typevalue rangeincome rangeasset subtype
———Bank of America Bank AccountBA1—Interest$100,001 - $250,000——
———Bullion - Gold, Silver, PlatinumPM2Gold, Silver & PlatinumNone$100,001 - $250,000——
———Centivax Inc (Options)OP3strike price - $0.15 expiration date - 07/24/2033NoneNone——
———Charles Schwab Bank AccountBA4—Interest$15,001 - $50,000——
———CIBC Bank AccountsBA5—Interest$15,001 - $50,000——
———Ethernovia Inc (Options)OP6strike price - $0.83 expiration date - 08/23/2033NoneNone——
———Executive Employment Law paperback publishedOT7bookRoyaltiesUndetermined——
——Palo Alto, CA, USLaw Offices of Jotham S. Stein P.C., 100% InterestOL8Law OfficesNone$500,001 - $1,000,000——
———Marcus/ Goldman Sachs Bank AccountBA9—Interest$50,001 - $100,000——
———Negotiate Like a CEO audiobookOT10audiobookRoyaltiesUndetermined——
———Negotiate Like a CEO paperback & kindleOT11paperback & kindleRoyaltiesUndetermined——
———Fidelity Asset Manager 30% (FTANX)MF12—Capital Gains, DividendsNone——
———Fidelity Capital and Income Fund (FAGIX)MF13—Capital Gains, DividendsNone——
———Fidelity Growth and Income Pt (FGRIX)MF14—Capital GainsNone——
———Fidelity Treasury Money Market Fund (FZFXX)MF15—Dividends$1 - $1,000——
———Janus Henderson Balanced Fund - T Shares (JABAX)MF16—Capital GainsNone——
———Meridian Corp CD 4.7% 02/27/26BA17—InterestNone——
———UBS BK USA NATL ASSN CD 5.10000% 10/13/2026BA18—Interest$1,001 - $15,000——
———WELLS FARGO BANK NATL ASSN CD 5.00000% 05/14/2026BA19—Interest$1,001 - $15,000——
———MSCI EAFE ETF 1YR Point-to-PointOT20crediting strategyTax-Deferred$50,001 - $100,000——
———SP500 1YR Point-to-PointOT21SP500 1YR Point-to-PointTax-Deferred$250,001 - $500,000——
———Fidelity Cash Reserves (FDRXX)MF22—Tax-Deferred$1 - $1,000——
———iShares iBonds Dec 2026 Term Treasury ETF (IBTG)EF23—Tax-Deferred$1,001 - $15,000——
———iShares iBonds Dec 2027 Term Treasury ETF (IBTH)EF24—Tax-Deferred$1,001 - $15,000——
———iShares iBonds Dec 2032 Term Treasury ETF (IBTM)EF25—Tax-Deferred$1,001 - $15,000——
———iShares iBonds Dec 2034 Term Treasury ETF (IBTP)EF26—Tax-Deferred$1,001 - $15,000——
———Fidelity 500 Index Fund (FXAIX)MF27—Tax-Deferred$500,001 - $1,000,000——
———Fidelity Extended Market Index Fund (FSMAX)MF28—Tax-Deferred$100,001 - $250,000——
———Fidelity Government Money Market Fund (SPAXX)MF29—Tax-Deferred$1,001 - $15,000——
———Fidelity Total International Index Fund (FTIHX)MF30—Tax-Deferred$250,001 - $500,000——
———iShares iBonds Dec 2025 Term Treasury ETF (IBTF)EF31—Tax-DeferredNone——
———iShares iBonds Dec 2026 Term Treasury ETF (IBTG)EF32—Tax-Deferred$100,001 - $250,000——
———iShares iBonds Dec 2027 Term Treasury ETF (IBTH)EF33—Tax-Deferred$100,001 - $250,000——
———iShares iBonds Dec 2028 Term Treasury ETF (IBTI)EF34—Tax-Deferred$1 - $1,000——
———iShares iBonds Dec 2029 Term Treasury ETF (IBTJ)EF35—Tax-DeferredNone——
———iShares iBonds Dec 2030 Term Treasury ETF (IBTK)EF36—Tax-DeferredNone——
———iShares iBonds Dec 2031 Term Treasury ETF (IBTL)EF37—Tax-DeferredNone——
———iShares iBonds Dec 2032 Term Treasury ETF (IBTM)EF38—Tax-Deferred$100,001 - $250,000——
———iShares iBonds Dec 2033 Term Treasury ETF (IBTO)EF39—Tax-DeferredNone——
———iShares iBonds Dec 2034 Term Treasury ETF (IBTP)EF40—Tax-Deferred$100,001 - $250,000——
———iShares iBonds Dec 2035 Term Treasury ETF (IBTQ)EF41—Tax-Deferred$1,001 - $15,000——
———Fidelity 500 Index Fund (FXAIX)MF42—Tax-Deferred$15,001 - $50,000——
———Fidelity Extended Market Index Fund (FSMAX)MF43—Tax-Deferred$1,001 - $15,000——
———Fidelity Government Money Market Fund (SPAXX)MF44—Tax-Deferred$1 - $1,000——
———Fidelity Total International Index Fund (FTIHX)MF45—Tax-Deferred$1,001 - $15,000——
——St Charles, IL, USAgotiate LLCRP46—Rent$250,001 - $500,000——
——Washington, DC, USBrekixt LLCRP47—Rent$250,001 - $500,000——
———Centivax IncPS48Centivax Inc. Non-Voting Common StockNone$15,001 - $50,000——
———Ethernovia Inc.PS49Ethernovia Inc. Preferred StockNone$15,001 - $50,000——
———Ethernovia Inc.PS50Ethernovia Inc. Common StockNone$50,001 - $100,000——
——Half Moon Bay, CA, USHalf Moon Bay, CARP51—Rent$1,000,001 - $5,000,000——
———Lake Shore IIIPS52Lake Shore III Common StockDividends$100,001 - $250,000——
———Alaska Air Group, Inc. Common Stock (ALK)ST53—Capital GainsNone——
———Apple Inc. - Common Stock (AAPL)ST54—Capital Gains, DividendsNone——
———Charles Schwab Corporation (SCHW)ST55—Capital Gains, DividendsNone——
———Nebius Group N.V. - Class A Ordinary Shares (NBIS)ST56—Capital GainsNone——
———Schwab Government Money Fund - Sweep Shares (SWGXX)MF57—InterestNone——
———Schwab U.S. Treasury Money Fund Investor Shares (SNSXX)MF58—Capital Gains, Interest$100,001 - $250,000——
———Southwest Airlines Company Common Stock (LUV)ST59—Capital Gains, DividendsNone——
———The Trade Desk, Inc. - Class A Common Stock (TTD)ST60—Capital GainsNone——
———Vail Resorts, Inc. Common Stock (MTN)ST61—Capital Gains, DividendsNone——
———UNITED STATES TREAS BILLS ZERO CPN 0.00000% 02/07/2025GS62—InterestNone——
———UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/12/2026GS63—InterestNone——
———UNITED STATES TREAS BILLS ZERO CPN 0.00000% 06/24/2026GS64—InterestNone——
———UNITED STATES TREAS BILLS ZERO CPN 0.00000% 08/20/2026GS65—None$50,001 - $100,000——
———UNITED STATES TREAS BILLS ZERO CPN 0.00000% 10/14/2025GS66—InterestNone——
———Fidelity 500 Index Fund (FXAIX)MF67—Dividends$50,001 - $100,000——
———Fidelity Extended Market Index Fund (FSMAX)MF68—Dividends$1,001 - $15,000——
———Fidelity Total International Index Fund (FTIHX)MF69—Dividends$15,001 - $50,000——
———FCASHBA70—InterestNone——
———Fidelity Treasury Money Market Fund (FZFXX)MF71—Dividends$1 - $1,000——
———UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/12/2026GS72—InterestNone——
———UNITED STATES TREAS BILLS ZERO CPN 0.00000% 06/24/2025GS73—InterestNone——
———UNITED STATES TREAS BILLS ZERO CPN 0.00000% 10/14/2025GS74—InterestNone——
———UNITED STATES TREAS BILLS ZERO CPN 0.00000% 10/19/2025GS75—InterestNone——
———Fidelity 500 Index Fund (FXAIX)MF76—Tax-Deferred$100,001 - $250,000——
———Fidelity Extended Market Index Fund (FSMAX)MF77—Tax-Deferred$15,001 - $50,000——
———Fidelity Total International Index Fund (FTIHX)MF78—Tax-Deferred$15,001 - $50,000——
———Fidelity Treasury Money Market Fund (FZFXX)MF79—Tax-Deferred$1,001 - $15,000——
———UNITED STATES TREAS BILLS ZERO CPN 0.00000% 05/08/2025GS80—Tax-DeferredNone——
———UNITED STATES TREAS SER AB-2028 4.12500% 07/31/2028 NTS NOTE 4.125% Jul-31-2028GS81—Tax-Deferred$15,001 - $50,000——
———UNITED STATES TREAS SER AG-2027 3.87500% 11/30/2027 NTS NOTE3.875% Nov-30-2027GS82—Tax-Deferred$1,001 - $15,000——
———UNITED STATES TREAS SER AK-2026 4.00000% 02/15/2026 NTS NOTEGS83—Tax-DeferredNone——
———UNITED STATES TREAS SER AP-2026 4.12500% 06/15/2026 NTS NOTE 4125% Jun-15-2026GS84—Tax-Deferred$50,001 - $100,000——
———UNITED STATES TREAS SER AQ-2025 3.00000% 07/15/2025 NTS NOTEGS85—Tax-DeferredNone——
———UNITED STATES TREAS SER AT-2025 4.25000% 10/15/2025 NTS NOTEGS86—Tax-DeferredNone——
———UNITED STATES TREAS SER AY-2025 4.62500% 02/28/2025 NTS NOTEGS87—Tax-DeferredNone——
———UNITED STATES TREAS SER AZ-2025 3.87500% 03/31/2025 NTS NOTEGS88—Tax-DeferredNone——
———UNITED STATES TREAS SER B-2033 3.50000% 02/15/2033 NTS NOTE 3.500% Feb-15-2033GS89—Tax-Deferred$50,001 - $100,000——
———UNITED STATES TREAS SER B-2034 4.00000% 02/15/2034 NTS NOTE 4.000% Feb-15-2034GS90—Tax-Deferred$15,001 - $50,000——
———UNITED STATES TREAS SER C-2032 2.87500% 05/15/2032 NTS NOTE2.875% May-15-2032GS91—Tax-Deferred$15,001 - $50,000——
———UNITED STATES TREAS SER E-2032 2.75000% 08/15/2032 NTS NOTE2.750% Aug-15-2032GS92—Tax-Deferred$15,001 - $50,000——
———UNITED STATES TREAS SER E-2034 3.87500% 08/15/2034 NTS NOTE3.875% Aug-15-2034GS93—Tax-Deferred$100,001 - $250,000——
———UNITED STATES TREAS SER F-2032 4.12500% 11/15/2032 NTS NOTE 4.125% Nov-15-2032GS94—Tax-Deferred$100,001 - $250,000——
———UNITED STATES TREAS SER F-2034 4.25000% 11/15/2034 NTS NOTE 4.250% Nov-15-2034GS95—Tax-Deferred$50,001 - $100,000——
———UNITED STATES TREAS SER F-2035 4.00000% 11/15/2035 NTS NOTE 4.000% Nov-15-2035GS96—Tax-Deferred$50,001 - $100,000——
———UNITED STATES TREAS SER G-2030 3.50000% 01/31/2030 NTS NOTE3.500% Jan-31-2030GS97—Tax-Deferred$100,001 - $250,000——
———UNITED STATES TREAS SER J-2025 2.62500% 03/31/2025 NTS NOTEGS98—Tax-DeferredNone——
———UNITED STATES TREAS SER K-2029 2.87500% 04/30/2029 NTS NOTE 2.875% Apr-30-2029GS99—Tax-Deferred$50,001 - $100,000——
———UNITED STATES TREAS SER M-2029 3.25000% 06/30/2029 NTS NOTE3.250% Jun-30-2029GS100—Tax-Deferred$15,001 - $50,000——
———UNITED STATES TREAS SER P-2029 3.12500% 08/31/2029 NTS NOTE3.125% Aug-31-2029GS101—Tax-Deferred$1,001 - $15,000——
———UNITED STATES TREAS SER Y-2027 2.75000% 04/30/2027 NTS NOTE2.750% Apr-30-2027GS102—Tax-Deferred$100,001 - $250,000——
———The State Life Insurance Company Asset Care Whole LifeWU103—None$15,001 - $50,000——

liabilities (2)

debtorcommentcreditorincurredlocationrate termrow numberamount rangeliability type
——Hiawatha National BankDecember 2020——1$250,001 - $500,000Mortgage - Half Moon Bay, CA
——Claridge House CooperativeMay 2024——2$15,001 - $50,000Underlying MTG - Washington DC

Original filing document