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Mitchell Berman — 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
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

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

party—
stateWI
officeRepresentative, WI-01
sourceHOUSE_CLERK_FD
chamberhouse
filing idhouse-fd-10078297
report urlhttps://disclosures-clerk.house.gov/public_disc/financial-pdfs/2026/10078297.pdf
scraped at2026-06-15T10:30:58.642Z
asset count33
bioguide id—
filing date2026-05-14
filing year2026
member lastBerman
member nameMitchell Berman
report typeOther
member firstMitchell
content parsedtrue
report subtypeCandidate Report
state district01
liability count4

assets (33)

ownertickerlocationasset nameasset typerow numberdescriptionincome typevalue rangeincome rangeasset subtype
——Caledonia, Racine, WI, US3905 W 8 Mile Road (Home)RP1Farmland Rent (~20 acres)Rent$500,001 - $1,000,000——
——Caledonia, Racine, WI, US43rd Street LandRP2Farmland Rent (~20 acres)Rent$50,001 - $100,000——
———SilverPM3—None$15,001 - $50,000——
DC—WILarge Cap Responsibility Equity Portfolio5F4—Tax-Deferred$1,001 - $15,000——
DC—WILarge Cap Responsibility Equity Portfolio5F5—Tax-Deferred$1,001 - $15,000——
DC—WILarge-Cap Stock Index Portfolio5F6—Tax-Deferred$1,001 - $15,000——
DC—WILarge-Cap Stock Index Portfolio5F7—Tax-Deferred$1,001 - $15,000——
———Baird Aggregate Bond Fund Institutional Class (BAGIX)MF8—Tax-Deferred$1 - $1,000——
SP——Baird Aggregate Bond InstlCS9—Tax-Deferred$1,001 - $15,000——
SP——DFA International Small Company Portfolio (DFISX)MF10—Tax-Deferred$1 - $1,000——
———DFA International Small Company Portfolio (DFISX)MF11—Tax-Deferred$1 - $1,000——
———Dodge & Cox Stock Fund - Class X (DOXGX)MF12—Tax-Deferred$1 - $1,000——
SP——Dodge & Cox Stock Fund - Class X (DOXGX)MF13—Tax-Deferred$1,001 - $15,000——
SP——Hartford Schroders Emerging Markets Equity Fund (SEMTX)MF14—Tax-Deferred$1,001 - $15,000——
———Hartford Schroders Emerging Markets Equity Fund (SEMTX)MF15—None$1 - $1,000——
SP——Hartford Strategic Income R6CS16—Tax-Deferred$1 - $1,000——
SP——MFS Institutional Investors Trust - MFS Institutional International Eq (MIEIX)MF17—Tax-Deferred$1,001 - $15,000——
———MFS Institutional Investors Trust - MFS Institutional International Eq (MIEIX)MF18—Tax-Deferred$1 - $1,000——
———PGIM Jennison Small Company Fund Class R6 (PJSQX)MF19—Tax-Deferred$1 - $1,000——
SP——PGIM Jennison Small Company Fund Class R6 (PJSQX)MF20—Tax-Deferred$1,001 - $15,000——
———The Hartford Strategic Income Fund Class R6 (HSNVX)MF21—Tax-Deferred$1 - $1,000——
SP——Vanguard Developed Markets Index Institutional Plus (VDIPX)MF22—Tax-Deferred$1 - $1,000——
———Vanguard Developed Markets Index Institutional Plus (VDIPX)MF23—Tax-Deferred$1 - $1,000——
———Vanguard Extended Market Index Fund Insti Plus (VEMPX)MF24—Tax-Deferred$1 - $1,000——
SP——Vanguard Extended Market Index Fund Insti Plus (VEMPX)MF25—Tax-Deferred$1,001 - $15,000——
SP——Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)MF26—Tax-Deferred$1,001 - $15,000——
———Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)MF27—Tax-Deferred$1 - $1,000——
SP——Vanguard Real Estate Index Fund Institutional Shares (VGSNX)MF28—Tax-Deferred$1 - $1,000——
———Vanguard Real Estate Index Fund Institutional Shares (VGSNX)MF29—Tax-Deferred$1 - $1,000——
SP——Vanguard Russell 1000 Growth Index Fd Insti Cl (VRGWX)MF30—Tax-Deferred$1,001 - $15,000——
———Vanguard Russell 1000 Growth Index Fd Insti Cl (VRGWX)MF31—Tax-Deferred$1 - $1,000——
SP——Vanguard Specialized Portfolios Health Care Fund (VGHCX)MF32—Tax-Deferred$1,001 - $15,000——
SP——Vanguard U.S. Growth Fund (VWUSX)MF33—Tax-Deferred$1,001 - $15,000——

liabilities (4)

debtorcommentcreditorincurredlocationrate termrow numberamount rangeliability type
——Educators Credit UnionMarch 2021——1$500,001 - $1,000,000Home Mortgage
JT—ERGO BankMarch 2024——2$100,001 - $250,000Investment Land Purchase
——J.P. Morgan ChaseJanuary 2025——3$15,001 - $50,000Credit Card Debt
——Capital OneNovember 2024——4$15,001 - $50,000Credit Card Debt

Original filing document