Haley Stevens — 2025 financial disclosure
2026-05-15 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
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Report type Annual Filing year 2025 Chamber house Fundamental Investors, Class F-2 Shares (FINFX) $1,001 - $15,000 · Capital Gains, Dividends · $201 - $1,000 JPMorgan Liquid Assets Money Market Fund Capital Shares (CJLXX) $15,001 - $50,000 · Dividends · $201 - $1,000 PNC Bank Checking Account $1,001 - $15,000 · None PNC Bank Savings Account $1,001 - $15,000 · None RJ Bank Deposit Program $1,001 - $15,000 · None Vanguard Div Appreciation ETF (VIG) $1,001 - $15,000 · Dividends · $1 - $200 RJ Bank Deposit Program $1 - $1,000 · Tax-Deferred Vanguard Div Appreciation ETF (VIG) $50,001 - $100,000 · Tax-Deferred Columbia Dividend Income Fund Class I (GSFTX) $50,001 - $100,000 · Tax-Deferred Fidelity Advisor New Insights Fund: Class I (FINSX) $50,001 - $100,000 · Tax-Deferred JPMorgan Ultra-Short Income ETF (JPST) $1,001 - $15,000 · Tax-Deferred RJ Bank Deposit Program $1 - $1,000 · Tax-Deferred Vanguard Div Appreciation ETF (VIG) $15,001 - $50,000 · Tax-Deferred
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party Democrat state MI office Representative, MI-11 source HOUSE_CLERK_FD chamber house filing id house-fd-10075421 report url https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10075421.pdf scraped at 2026-09-20T18:57:57.890Z asset count 13 bioguide id S001215 filing date 2026-05-15 filing year 2025 member last Stevens member name Haley Stevens report type Annual member first Haley content parsed true report subtype Annual Report state district 11 liability count 3
assets (13) owner ticker location asset name asset type row number description income type value range income range asset subtype — — — Fundamental Investors, Class F-2 Shares (FINFX) MF 1 — Capital Gains, Dividends $1,001 - $15,000 $201 - $1,000 — — — — JPMorgan Liquid Assets Money Market Fund Capital Shares (CJLXX) MF 2 This is a money market fund. Dividends $15,001 - $50,000 $201 - $1,000 — — — — PNC Bank Checking Account BA 3 — None $1,001 - $15,000 — — — — — PNC Bank Savings Account BA 4 — None $1,001 - $15,000 — — — — — RJ Bank Deposit Program BA 5 — None $1,001 - $15,000 — — — — — Vanguard Div Appreciation ETF (VIG) EF 6 — Dividends $1,001 - $15,000 $1 - $200 — — — — RJ Bank Deposit Program BA 7 — Tax-Deferred $1 - $1,000 — — — — — Vanguard Div Appreciation ETF (VIG) EF 8 — Tax-Deferred $50,001 - $100,000 — — — — — Columbia Dividend Income Fund Class I (GSFTX) MF 9 — Tax-Deferred $50,001 - $100,000 — — — — — Fidelity Advisor New Insights Fund: Class I (FINSX) MF 10 — Tax-Deferred $50,001 - $100,000 — — — — — JPMorgan Ultra-Short Income ETF (JPST) EF 11 — Tax-Deferred $1,001 - $15,000 — — — — — RJ Bank Deposit Program BA 12 — Tax-Deferred $1 - $1,000 — — — — — Vanguard Div Appreciation ETF (VIG) EF 13 — Tax-Deferred $15,001 - $50,000 — —
liabilities (3) debtor comment creditor incurred location rate term row number amount range liability type — This is a loan from a family member that was not previously reported because loans from family members are not required to be disclosed. M Marcotte November 2022 — — 1 $100,001 - $250,000 Home Mortgage — — Sofi October 2023 — — 2 $15,001 - $50,000 Home Renovations — House sold in 2025. Mortgage no longer held. Rocket Mortgage November 2021 — — 3 $250,001 - $500,000 Home Mortgage
Original filing document