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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 typeOther
Filing year2026
Chamberhouse
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.

party—
stateMA
officeRepresentative, MA-01
sourceHOUSE_CLERK_FD
chamberhouse
filing idhouse-fd-10077573
report urlhttps://disclosures-clerk.house.gov/public_disc/financial-pdfs/2026/10077573.pdf
scraped at2026-06-15T10:30:58.642Z
asset count15
bioguide id—
filing date2026-05-15
filing year2026
member lastWhalen
member nameJeromie Patrick Whalen
report typeOther
member firstJeromie Patrick
content parsedtrue
report subtypeCandidate Report
state district01
liability count2

assets (15)

ownertickerlocationasset nameasset typerow numberdescriptionincome typevalue rangeincome rangeasset subtype
JT——Florence Savings BankBA1—None$1,001 - $15,000——
SP——JPM CheckingBA2—None$15,001 - $50,000——
———JPM CheckingBA3—None$1 - $1,000——
SP——JPM SavingsBA4—None$1,001 - $15,000——
———Massachusetts Teachers’ Retirement System (MTRS)DB5Massachusetts Teachers’ Retirement System retirement account through Northampton Public Schools.Tax-Deferred$50,001 - $100,000——
SP—MA, MA, USResidential Property – South Hadley, MARP6Primary Residence.None$500,001 - $1,000,000——
SP——Roth IRA - UBSOT7Diversified IRA containing mutual funds, stocks, and bonds. Using “Other” because no IRA category applies (account not held in cash)Tax-Deferred$1,001 - $15,000——
———Stellar Lumens (XLM)CT8Cryptocurrency holding.None$1,001 - $15,000——
SP——TP ICAP 401(k)OT9TP ICAP 401(k) retirement account containing mutual funds and retirement investmentsTax-Deferred$50,001 - $100,000——
SP——Traditional IRA - UBSOT10Diversified 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 PolicyWU11Cash value life insurance policy.None$50,001 - $100,000——
SP——UBS Brokerage AccountOT12Diversified 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, USVacant Land - South Hadley MARP13Undeveloped land parcelNone$100,001 - $250,000——
SP—MA, MA, USVacant Land - South Hadley MARP14Undeveloped land parcelNone$15,001 - $50,000——
———Vanguard 500 Index Fd Admiral Shs (VFIAX)MF15Vanguard 403(b) retirement account containing mutual funds through Northampton Public SchoolsTax-Deferred$100,001 - $250,000——

liabilities (2)

debtorcommentcreditorincurredlocationrate termrow numberamount rangeliability type
SP—American ExpressMarch 2026——1$10,000 - $15,000Revolving credit card balance
SP—CitibankMay 2022——2$15,001 - $50,000Revolving credit card balance

Original filing document