Edward J Markey — 2025 financial disclosure
| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| Congressional Federal Credit Union | $15,001 - $50,000 · None · None (or less than $201) |
| Wells Fargo | $50,001 - $100,000 · Interest · $1,001 - $2,500 |
| Wells Fargo | $100,001 - $250,000 · Interest · $1,001 - $2,500 |
| Morgan Stanley IRA Account | -- |
| Morgan Stanley IRA | None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) |
| QQQ - Invesco QQQ Trust, Series 1 | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| Fidelity | -- |
| Fidelity Cash Core | None (or less than $1,001) · None · None (or less than $201) |
| RYOCX - NASDAQ-100 Fund - Investor Class | $250,001 - $500,000 · Excepted Investment Fund · $15,001 - $50,000 |
| Fidelity SEP | -- |
| FDRXX - Fidelity Government Cash Reserves | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| QQQ - Invesco QQQ Trust, Series 1 | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| SPY - State Street SPDR S&P 500 ETF Trust | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| FSMAX - Fidelity Extended Market Index Fund | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| FXAIX - Fidelity 500 Index Fund | $500,001 - $1,000,000 · Excepted Investment Fund · None (or less than $201) |
| Fidelity Account | -- |
| FDMMX - Fidelity Massachusetts Municipal Income Fund | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| SPAXX - Fidelity Government Money Market Fund | $100,001 - $250,000 · Excepted Investment Fund · $201 - $1,000 |
| FXAIX - Fidelity 500 Index Fund | $250,001 - $500,000 · Excepted Investment Fund · $2,501 - $5,000 |
| QQQ - Invesco QQQ Trust, Series 1 | $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 |
| RYOCX - NASDAQ-100 Fund - Investor Class | $1,000,001 - $5,000,000 · Excepted Investment Fund · $50,001 - $100,000 |
| Global Health Institute, LLC | -- |
| Wells Fargo | $50,001 - $100,000 · None · None (or less than $201) |
| TIAA Account | -- |
| TIAA Traditional Retirement Annuity | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| TIAA CREF S&P Index Account R3 | $500,001 - $1,000,000 · Excepted Investment Fund · None (or less than $201) |
The complete record
| party | Democrat |
| state | MA |
| office | Markey, Edward (Senator) |
| source | SENATE_EFD_AFD |
| chamber | senate |
| filing id | senate-annual-e4bf8423-71f8-48cc-bbad-8c7e84038cf1 |
| report url | https://efdsearch.senate.gov/search/view/annual/e4bf8423-71f8-48cc-bbad-8c7e84038cf1/ |
| scraped at | 2026-06-15T10:30:08.044Z |
| asset count | 26 |
| bioguide id | M000133 |
| filing date | 2026-05-15 |
| filing year | 2025 |
| member last | Markey |
| member name | Edward J Markey |
| report type | Annual |
| member first | Edward J |
| content parsed | true |
| report subtype | annual |
| state district | — |
| liability count | 2 |
assets (26)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| Self | — | Washington, D.C. | Congressional Federal Credit Union | Bank Deposit | 1 | Type: Checking, Savings | None | $15,001 - $50,000 | None (or less than $201) | — |
| Joint | — | Portland, Oregon | Wells Fargo | Bank Deposit | 2 | Type: Checking, Savings | Interest | $50,001 - $100,000 | $1,001 - $2,500 | — |
| Spouse | — | Portland, Oregon | Wells Fargo | Bank Deposit | 3 | Type: Checking, Savings | Interest | $100,001 - $250,000 | $1,001 - $2,500 | — |
| Self | — | — | Morgan Stanley IRA Account | Retirement Plans | 4 | — | — | -- | — | IRA |
| Self | — | New York, New York | Morgan Stanley IRA | Bank Deposit | 4.1 | Type: IRA Cash Accounts | Excepted Investment Fund | None (or less than $1,001) | None (or less than $201) | — |
| Self | — | — | QQQ - Invesco QQQ Trust, Series 1 | Mutual Funds | 4.2 | — | Excepted Investment Fund | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Fidelity | Brokerage/Managed Account | 5 | — | — | -- | — | — |
| Self | — | New York, New York | Fidelity Cash Core | Bank Deposit | 5.1 | Type: IRA Cash Accounts | None | None (or less than $1,001) | None (or less than $201) | — |
| Self | — | — | RYOCX - NASDAQ-100 Fund - Investor Class | Mutual Funds | 5.2 | — | Excepted Investment Fund | $250,001 - $500,000 | $15,001 - $50,000 | Mutual Fund |
| Spouse | — | — | Fidelity SEP | Retirement Plans | 6 | — | — | -- | — | IRA |
| Spouse | — | — | FDRXX - Fidelity Government Cash Reserves | Mutual Funds | 6.1 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | QQQ - Invesco QQQ Trust, Series 1 | Mutual Funds | 6.2 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | SPY - State Street SPDR S&P 500 ETF Trust | Mutual Funds | 6.3 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | FSMAX - Fidelity Extended Market Index Fund | Mutual Funds | 6.4 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | FXAIX - Fidelity 500 Index Fund | Mutual Funds | 6.5 | — | Excepted Investment Fund | $500,001 - $1,000,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Fidelity Account | Brokerage/Managed Account | 7 | — | — | -- | — | — |
| Spouse | — | — | FDMMX - Fidelity Massachusetts Municipal Income Fund | Mutual Funds | 7.1 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | SPAXX - Fidelity Government Money Market Fund | Mutual Funds | 7.2 | — | Excepted Investment Fund | $100,001 - $250,000 | $201 - $1,000 | Mutual Fund |
| Spouse | — | — | FXAIX - Fidelity 500 Index Fund | Mutual Funds | 7.3 | — | Excepted Investment Fund | $250,001 - $500,000 | $2,501 - $5,000 | Mutual Fund |
| Spouse | — | — | QQQ - Invesco QQQ Trust, Series 1 | Mutual Funds | 7.4 | — | Excepted Investment Fund | $15,001 - $50,000 | $201 - $1,000 | Mutual Fund |
| Spouse | — | — | RYOCX - NASDAQ-100 Fund - Investor Class | Mutual Funds | 7.5 | — | Excepted Investment Fund | $1,000,001 - $5,000,000 | $50,001 - $100,000 | Mutual Fund |
| Spouse | — | — | Global Health Institute, LLC | Business Entity | 8 | Company: Global Health Institute, LLC (Chevy Chase, MD) Description: Health education and medical services | — | -- | — | Limited Liability Company (LLC) |
| Spouse | — | Portland, Oregon | Wells Fargo | Bank Deposit | 8.1 | Type: Checking, Savings | None | $50,001 - $100,000 | None (or less than $201) | — |
| Spouse | — | — | TIAA Account | Retirement Plans | 9 | — | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Spouse | — | — | TIAA Traditional Retirement Annuity | Mutual Funds | 9.1 | — | Excepted Investment Fund | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TIAA CREF S&P Index Account R3 | Mutual Funds | 9.2 | Filer comment: Name change. Previously reported as CREF Equity Index R3. | Excepted Investment Fund | $500,001 - $1,000,000 | None (or less than $201) | Mutual Fund |
liabilities (2)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| Joint | n/a | Members Mortgage Company | 2003 | Stoneham, Massachusetts | 5.375% (30 years) | 1 | $50,001 - $100,000 | Mortgage |
| Joint | n/a | Members Mortgage Company | 2021 | Stoneham, Massachusetts | 2.875% (30 years) | 2 | $250,001 - $500,000 | Mortgage |