Mitchell Berman — 2026 financial disclosure
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 |
| 3905 W 8 Mile Road (Home) | $500,001 - $1,000,000 · Rent |
| 43rd Street Land | $50,001 - $100,000 · Rent |
| Silver | $15,001 - $50,000 · None |
| Large Cap Responsibility Equity Portfolio | $1,001 - $15,000 · Tax-Deferred |
| Large Cap Responsibility Equity Portfolio | $1,001 - $15,000 · Tax-Deferred |
| Large-Cap Stock Index Portfolio | $1,001 - $15,000 · Tax-Deferred |
| Large-Cap Stock Index Portfolio | $1,001 - $15,000 · Tax-Deferred |
| Baird Aggregate Bond Fund Institutional Class (BAGIX) | $1 - $1,000 · Tax-Deferred |
| Baird Aggregate Bond Instl | $1,001 - $15,000 · Tax-Deferred |
| DFA International Small Company Portfolio (DFISX) | $1 - $1,000 · Tax-Deferred |
| DFA International Small Company Portfolio (DFISX) | $1 - $1,000 · Tax-Deferred |
| Dodge & Cox Stock Fund - Class X (DOXGX) | $1 - $1,000 · Tax-Deferred |
| Dodge & Cox Stock Fund - Class X (DOXGX) | $1,001 - $15,000 · Tax-Deferred |
| Hartford Schroders Emerging Markets Equity Fund (SEMTX) | $1,001 - $15,000 · Tax-Deferred |
| Hartford Schroders Emerging Markets Equity Fund (SEMTX) | $1 - $1,000 · None |
| Hartford Strategic Income R6 | $1 - $1,000 · Tax-Deferred |
| MFS Institutional Investors Trust - MFS Institutional International Eq (MIEIX) | $1,001 - $15,000 · Tax-Deferred |
| MFS Institutional Investors Trust - MFS Institutional International Eq (MIEIX) | $1 - $1,000 · Tax-Deferred |
| PGIM Jennison Small Company Fund Class R6 (PJSQX) | $1 - $1,000 · Tax-Deferred |
| PGIM Jennison Small Company Fund Class R6 (PJSQX) | $1,001 - $15,000 · Tax-Deferred |
| The Hartford Strategic Income Fund Class R6 (HSNVX) | $1 - $1,000 · Tax-Deferred |
| Vanguard Developed Markets Index Institutional Plus (VDIPX) | $1 - $1,000 · Tax-Deferred |
| Vanguard Developed Markets Index Institutional Plus (VDIPX) | $1 - $1,000 · Tax-Deferred |
| Vanguard Extended Market Index Fund Insti Plus (VEMPX) | $1 - $1,000 · Tax-Deferred |
| Vanguard Extended Market Index Fund Insti Plus (VEMPX) | $1,001 - $15,000 · Tax-Deferred |
| Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | $1,001 - $15,000 · Tax-Deferred |
| Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | $1 - $1,000 · Tax-Deferred |
| Vanguard Real Estate Index Fund Institutional Shares (VGSNX) | $1 - $1,000 · Tax-Deferred |
| Vanguard Real Estate Index Fund Institutional Shares (VGSNX) | $1 - $1,000 · Tax-Deferred |
| Vanguard Russell 1000 Growth Index Fd Insti Cl (VRGWX) | $1,001 - $15,000 · Tax-Deferred |
| Vanguard Russell 1000 Growth Index Fd Insti Cl (VRGWX) | $1 - $1,000 · Tax-Deferred |
| Vanguard Specialized Portfolios Health Care Fund (VGHCX) | $1,001 - $15,000 · Tax-Deferred |
| Vanguard U.S. Growth Fund (VWUSX) | $1,001 - $15,000 · Tax-Deferred |
The complete record
| party | — |
| state | WI |
| office | Representative, WI-01 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10078297 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2026/10078297.pdf |
| scraped at | 2026-06-15T10:30:58.642Z |
| asset count | 33 |
| bioguide id | — |
| filing date | 2026-05-14 |
| filing year | 2026 |
| member last | Berman |
| member name | Mitchell Berman |
| report type | Other |
| member first | Mitchell |
| content parsed | true |
| report subtype | Candidate Report |
| state district | 01 |
| liability count | 4 |
assets (33)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | Caledonia, Racine, WI, US | 3905 W 8 Mile Road (Home) | RP | 1 | Farmland Rent (~20 acres) | Rent | $500,001 - $1,000,000 | — | — |
| — | — | Caledonia, Racine, WI, US | 43rd Street Land | RP | 2 | Farmland Rent (~20 acres) | Rent | $50,001 - $100,000 | — | — |
| — | — | — | Silver | PM | 3 | — | None | $15,001 - $50,000 | — | — |
| DC | — | WI | Large Cap Responsibility Equity Portfolio | 5F | 4 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| DC | — | WI | Large Cap Responsibility Equity Portfolio | 5F | 5 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| DC | — | WI | Large-Cap Stock Index Portfolio | 5F | 6 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| DC | — | WI | Large-Cap Stock Index Portfolio | 5F | 7 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Baird Aggregate Bond Fund Institutional Class (BAGIX) | MF | 8 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Baird Aggregate Bond Instl | CS | 9 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | DFA International Small Company Portfolio (DFISX) | MF | 10 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | DFA International Small Company Portfolio (DFISX) | MF | 11 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Dodge & Cox Stock Fund - Class X (DOXGX) | MF | 12 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Dodge & Cox Stock Fund - Class X (DOXGX) | MF | 13 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Hartford Schroders Emerging Markets Equity Fund (SEMTX) | MF | 14 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Hartford Schroders Emerging Markets Equity Fund (SEMTX) | MF | 15 | — | None | $1 - $1,000 | — | — |
| SP | — | — | Hartford Strategic Income R6 | CS | 16 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | MFS Institutional Investors Trust - MFS Institutional International Eq (MIEIX) | MF | 17 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | MFS Institutional Investors Trust - MFS Institutional International Eq (MIEIX) | MF | 18 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | PGIM Jennison Small Company Fund Class R6 (PJSQX) | MF | 19 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | PGIM Jennison Small Company Fund Class R6 (PJSQX) | MF | 20 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | The Hartford Strategic Income Fund Class R6 (HSNVX) | MF | 21 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Vanguard Developed Markets Index Institutional Plus (VDIPX) | MF | 22 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Vanguard Developed Markets Index Institutional Plus (VDIPX) | MF | 23 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Vanguard Extended Market Index Fund Insti Plus (VEMPX) | MF | 24 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Vanguard Extended Market Index Fund Insti Plus (VEMPX) | MF | 25 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | MF | 26 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | MF | 27 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Vanguard Real Estate Index Fund Institutional Shares (VGSNX) | MF | 28 | — | Tax-Deferred | $1 - $1,000 | — | — |
| — | — | — | Vanguard Real Estate Index Fund Institutional Shares (VGSNX) | MF | 29 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Vanguard Russell 1000 Growth Index Fd Insti Cl (VRGWX) | MF | 30 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Russell 1000 Growth Index Fd Insti Cl (VRGWX) | MF | 31 | — | Tax-Deferred | $1 - $1,000 | — | — |
| SP | — | — | Vanguard Specialized Portfolios Health Care Fund (VGHCX) | MF | 32 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| SP | — | — | Vanguard U.S. Growth Fund (VWUSX) | MF | 33 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
liabilities (4)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| — | — | Educators Credit Union | March 2021 | — | — | 1 | $500,001 - $1,000,000 | Home Mortgage |
| JT | — | ERGO Bank | March 2024 | — | — | 2 | $100,001 - $250,000 | Investment Land Purchase |
| — | — | J.P. Morgan Chase | January 2025 | — | — | 3 | $15,001 - $50,000 | Credit Card Debt |
| — | — | Capital One | November 2024 | — | — | 4 | $15,001 - $50,000 | Credit Card Debt |
