Mark S Wheeler, II — 2025 financial disclosure
2026-05-14 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Home $250,001 - $500,000 · None Home $250,001 - $500,000 · None · None (or less than $201) Camper $15,001 - $50,000 · Rent/Royalties · $2,501 - $5,000 Pension Unascertainable · None · None (or less than $201) Current Employer - Salaried 401k -- FID FRDM BLND 2060S $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) FID FRDM BLD RET S $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201)
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party — state — office Candidate (Candidate) source SENATE_EFD_AFD chamber senate filing id senate-annual-81646e20-e01a-4234-b6fa-d76f85c701d1 report url https://efdsearch.senate.gov/search/view/annual/81646e20-e01a-4234-b6fa-d76f85c701d1/ scraped at 2026-06-15T10:30:08.044Z asset count 7 bioguide id — filing date 2026-05-14 filing year 2025 member last Wheeler, II member name Mark S Wheeler, II report type Annual member first Mark S content parsed true report subtype annual state district — liability count 5
assets (7) owner ticker location asset name asset type row number description income type value range income range asset subtype Joint — — Home Real Estate 1 Single Family Home (Heflin, Al) None $250,001 - $500,000 — Residential Joint — — Home Real Estate 1.1 Single Family Home (Heflin, Alabama) None $250,001 - $500,000 None (or less than $201) Residential Self — — Camper Personal Property 2 My Camper Rent/Royalties $15,001 - $50,000 $2,501 - $5,000 Other Property Self — — Pension Retirement Plans 3 — None Unascertainable None (or less than $201) Defined Benefit Pension Plan Self — — Current Employer - Salaried 401k Retirement Plans 4 — — -- — 401(k), 403(b), or other Defined Contribution Plan. Self — — FID FRDM BLND 2060S Mutual Funds 4.1 — Excepted Investment Fund $1,001 - $15,000 None (or less than $201) Mutual Fund Self — — FID FRDM BLD RET S Mutual Funds 4.2 — Excepted Investment Fund $1,001 - $15,000 None (or less than $201) Mutual Fund
liabilities (5) debtor comment creditor incurred location rate term row number amount range liability type Self n/a Planet Home Lending 2021 Huntsville, Al 2.75% (30 Years) 1 $100,001 - $250,000 Mortgage Self n/a Pentagon Federal Credit Union 2025 Augusta, Georgia Prime+2.75% (30 Years) 2 $50,001 - $100,000 Home Equity Line of Credit Self n/a Nelnet 2025 Lincol, NE 4.625% (20 Years) 3 $50,001 - $100,000 Educational Loan Self n/a Pentagon Federal Credit Union 2025 Augusta, Georgia 7.69% (6 Years) 4 $15,001 - $50,000 Promissory Note Self n/a Wells Fargo 2025 Charlotte, NC 0% (18 Months) 5 $10,001 - $15,000 Promissory Note
Original filing document
