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Jeromie Patrick Whalen — 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 type
Other
Filing year
2026
Chamber
house
Florence Savings Bank
$1,001 - $15,000 · None
JPM Checking
$15,001 - $50,000 · None
JPM Checking
$1 - $1,000 · None
JPM Savings
$1,001 - $15,000 · None
Massachusetts Teachers’ Retirement System (MTRS)
$50,001 - $100,000 · Tax-Deferred
Residential Property – South Hadley, MA
$500,001 - $1,000,000 · None
Roth IRA - UBS
$1,001 - $15,000 · Tax-Deferred
Stellar Lumens (XLM)
$1,001 - $15,000 · None
TP ICAP 401(k)
$50,001 - $100,000 · Tax-Deferred
Traditional IRA - UBS
$250,001 - $500,000 · Tax-Deferred
Transamerica Whole Life Policy
$50,001 - $100,000 · None
UBS Brokerage Account
$500,001 - $1,000,000 · Capital Gains, Dividends
Vacant Land - South Hadley MA
$100,001 - $250,000 · None
Vacant Land - South Hadley MA
$15,001 - $50,000 · None
Vanguard 500 Index Fd Admiral Shs (VFIAX)
$100,001 - $250,000 · 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.
Diversified IRA containing mutual funds, stocks, and bonds. Using “Other” because no IRA category applies (account not held in cash)
Tax-Deferred
$250,001 - $500,000
—
—
SP
—
—
Transamerica Whole Life Policy
WU
11
Cash value life insurance policy.
None
$50,001 - $100,000
—
—
SP
—
—
UBS Brokerage Account
OT
12
Diversified UBS brokerage account containing multiple stocks, ETFs, mutual funds, and bonds. Using “Other” because no “Brokerage Account” category was available.
Capital Gains, Dividends
$500,001 - $1,000,000
—
—
SP
—
MA, MA, US
Vacant Land - South Hadley MA
RP
13
Undeveloped land parcel
None
$100,001 - $250,000
—
—
SP
—
MA, MA, US
Vacant Land - South Hadley MA
RP
14
Undeveloped land parcel
None
$15,001 - $50,000
—
—
—
—
—
Vanguard 500 Index Fd Admiral Shs (VFIAX)
MF
15
Vanguard 403(b) retirement account containing mutual funds through Northampton Public Schools