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Effie Phillips-Staley — 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
Equitable / Common Stock Index$1,001 - $15,000 · None
Equitable / Global Equity Managed Volatility$1,001 - $15,000 · None
Equitable / Large Cap Managed Volatility$1,001 - $15,000 · None
Equitable Guaranteed interest account$1,001 - $15,000 · None
ML Bank Deposit Program$15,001 - $50,000 · None
Owen & Marisol 529 acccounts$250,001 - $500,000 · None
American Funds Capital World Growth & Income Fund Class A Shares (CWGIX)$50,001 - $100,000 · Dividends
BLF Fed Fund$1 - $1,000 · None
CD Bank of America$50,001 - $100,000 · CD redemption
SPDR S&P 500 Buyback ETF (SPYB)$77,859.60 · Dividends
Washington Mutual Invs Fd Cl A Shs (AWSHX)$250,001 - $500,000 · Capital Gains
Washington Mutual Invs Fd Cl A Shs (AWSHX)$414,552.44 · Dividends
Wynn Resorts, Limited - Common Stock (WYNN)$1,001 - $15,000 · Dividends
AerCap Holdings N.V. Ordinary Shares (AER)$1,001 - $15,000 · None
Alliant Energy Corporation (LNT)$1,001 - $15,000 · None
Allstate Corporation (ALL)$1,001 - $15,000 · None
Alphabet Inc. - Class A Common Stock (GOOGL)$15,001 - $50,000 · None
Amazon.com, Inc. - Common Stock (AMZN)$15,001 - $50,000 · None
American Healthcare REIT, Inc. Common Stock (AHR)$1,001 - $15,000 · None
AMETEK, Inc. (AME)$1,001 - $15,000 · None
Apple Inc. - Common Stock (AAPL)$1,001 - $15,000 · None
Applied Materials, Inc. - Common Stock (AMAT)$1,001 - $15,000 · None
Arista Networks, Inc. Common Stock (ANET)$1,001 - $15,000 · None
Becton, Dickinson and Company Common Stock (BDX)$1,001 - $15,000 · None
Berkshire Hathaway Inc. New Common Stock (BRK.B)$1,001 - $15,000 · None
CACI International, Inc. Class A Common Stock (CACI)$1,001 - $15,000 · None
Capital One Financial Corporation Common Stock (COF)$1,001 - $15,000 · None
Carnival Corporation Common Stock (CCL)$1,001 - $15,000 · None
Cencora, Inc. Common Stock (COR)$1,001 - $15,000 · None
Colgate-Palmolive Company Common Stock (CL)$1,001 - $15,000 · None
Compass Group Plc American Depositary Shares (CMPGY)$1,001 - $15,000 · None
Coterra Energy Inc. Common Stock (CTRA)$1,001 - $15,000 · None
CSX Corporation (CSX)$1,001 - $15,000 · None
Darden Restaurants, Inc. Common Stock (DRI)$1,001 - $15,000 · None
DaVita Inc. Common Stock (DVA)$1,001 - $15,000 · None
DoorDash, Inc. - Common Stock (DASH)$1,001 - $15,000 · None
Dover Corporation Common Stock (DOV)$1,001 - $15,000 · None
GoDaddy Inc. Class A Common Stock (GDDY)$1,001 - $15,000 · None
Home Depot, Inc. (HD)$1,001 - $15,000 · None
Huntington Bancshares Incorporated - Common Stock (HBAN)$1,001 - $15,000 · None
…121 more assets: every one is in the complete record on this filing's page

The complete record

Every field KeyVex holds for this filing, as its API serves it. Nothing is withheld here that the API sells.

party—
stateNY
officeRepresentative, NY-17
sourceHOUSE_CLERK_FD
chamberhouse
filing idhouse-fd-10078600
report urlhttps://disclosures-clerk.house.gov/public_disc/financial-pdfs/2026/10078600.pdf
scraped at2026-06-22T10:30:12.777Z
asset count161
bioguide id—
filing date2026-05-22
filing year2026
member lastPhillips-Staley
member nameEffie Phillips-Staley
report typeOther
member firstEffie
content parsedtrue
report subtypeCandidate Report
state district17
liability count1

assets (161)

ownertickerlocationasset nameasset typerow numberdescriptionincome typevalue rangeincome rangeasset subtype
———Equitable / Common Stock IndexOT1mutual fundNone$1,001 - $15,000——
———Equitable / Global Equity Managed VolatilityOT2mutual fundNone$1,001 - $15,000——
———Equitable / Large Cap Managed VolatilityOT3Mutual fundNone$1,001 - $15,000——
———Equitable Guaranteed interest accountBA4—None$1,001 - $15,000——
———ML Bank Deposit ProgramBA5—None$15,001 - $50,000——
JT—NYOwen & Marisol 529 acccounts5F6These accounts were established by the children's grandparents for their college educationNone$250,001 - $500,000——
JT——American Funds Capital World Growth & Income Fund Class A Shares (CWGIX)MF7—Dividends$50,001 - $100,000——
JT——BLF Fed FundBA8—None$1 - $1,000——
JT——CD Bank of AmericaBA9—CD redemption$50,001 - $100,000——
JT——SPDR S&P 500 Buyback ETF (SPYB)ET10—Dividends$77,859.60——
JT——Washington Mutual Invs Fd Cl A Shs (AWSHX)MF11—Capital Gains$250,001 - $500,000——
JT——Washington Mutual Invs Fd Cl A Shs (AWSHX)MF12—Dividends$414,552.44——
JT——Wynn Resorts, Limited - Common Stock (WYNN)ST13—Dividends$1,001 - $15,000——
JT——AerCap Holdings N.V. Ordinary Shares (AER)ST14—None$1,001 - $15,000——
JT——Alliant Energy Corporation (LNT)ST15—None$1,001 - $15,000——
JT——Allstate Corporation (ALL)ST16—None$1,001 - $15,000——
JT——Alphabet Inc. - Class A Common Stock (GOOGL)ST17—None$15,001 - $50,000——
JT——Amazon.com, Inc. - Common Stock (AMZN)ST18—None$15,001 - $50,000——
JT——American Healthcare REIT, Inc. Common Stock (AHR)ST19—None$1,001 - $15,000——
JT——AMETEK, Inc. (AME)ST20—None$1,001 - $15,000——
JT——Apple Inc. - Common Stock (AAPL)ST21—None$1,001 - $15,000——
JT——Applied Materials, Inc. - Common Stock (AMAT)ST22—None$1,001 - $15,000——
JT——Arista Networks, Inc. Common Stock (ANET)ST23—None$1,001 - $15,000——
JT——Becton, Dickinson and Company Common Stock (BDX)ST24—None$1,001 - $15,000——
JT——Berkshire Hathaway Inc. New Common Stock (BRK.B)ST25—None$1,001 - $15,000——
JT——CACI International, Inc. Class A Common Stock (CACI)ST26—None$1,001 - $15,000——
JT——Capital One Financial Corporation Common Stock (COF)ST27—None$1,001 - $15,000——
JT——Carnival Corporation Common Stock (CCL)ST28—None$1,001 - $15,000——
JT——Cencora, Inc. Common Stock (COR)ST29—None$1,001 - $15,000——
JT——Colgate-Palmolive Company Common Stock (CL)ST30—None$1,001 - $15,000——
JT——Compass Group Plc American Depositary Shares (CMPGY)ST31—None$1,001 - $15,000——
JT——Coterra Energy Inc. Common Stock (CTRA)ST32—None$1,001 - $15,000——
JT——CSX Corporation (CSX)ST33—None$1,001 - $15,000——
JT——Darden Restaurants, Inc. Common Stock (DRI)ST34—None$1,001 - $15,000——
JT——DaVita Inc. Common Stock (DVA)ST35—None$1,001 - $15,000——
JT——DoorDash, Inc. - Common Stock (DASH)ST36—None$1,001 - $15,000——
JT——Dover Corporation Common Stock (DOV)ST37—None$1,001 - $15,000——
JT——GoDaddy Inc. Class A Common Stock (GDDY)ST38—None$1,001 - $15,000——
JT——Home Depot, Inc. (HD)ST39—None$1,001 - $15,000——
JT——Huntington Bancshares Incorporated - Common Stock (HBAN)ST40—None$1,001 - $15,000——
JT——Interactive Brokers Group, Inc. - Class A Common Stock (IBKR)ST41—None$15,001 - $50,000——
JT——Intuit Inc. - Common Stock (INTU)ST42—None$1,001 - $15,000——
JT——IQVIA Holdings, Inc. Common Stock (IQV)ST43—None$1,001 - $15,000——
JT——ITT Inc. Common Stock (ITT)ST44—None$1,001 - $15,000——
JT——Jabil Inc. Common Stock (JBL)ST45—None$1,001 - $15,000——
JT——JP Morgan Chase & Co. Common Stock (JPM)ST46—None$1,001 - $15,000——
JT——Mastercard Incorporated Common Stock (MA)ST47—None$1,001 - $15,000——
JT——Microsoft Corporation - Common Stock (MSFT)ST48—None$15,001 - $50,000——
JT——Nasdaq, Inc. - Common Stock (NDAQ)ST49—None$1,001 - $15,000——
JT——ON Semiconductor Corporation - Common Stock (ON)ST50—None$1,001 - $15,000——
JT——Otis Worldwide Corporation Common Stock (OTIS)ST51—None$1,001 - $15,000——
JT——PROG Holdings, Inc. Common Stock (PRG)ST52—None$1,001 - $15,000——
JT——Public Service Enterprise Group Incorporated Common Stock (PEG)ST53—None$1,001 - $15,000——
JT——Quanta Services, Inc. Common Stock (PWR)ST54—None$1,001 - $15,000——
JT——Quest Diagnostics Incorporated Common Stock (DGX)ST55—None$1,001 - $15,000——
JT——Rexford Industrial Realty, Inc. Common Stock (REXR)ST56—None$1,001 - $15,000——
JT——ROCHE HOLDING LTD S/ADR (RHHBY)ST57—None$1,001 - $15,000——
JT——Samsara Inc. Class A Common Stock (IOT)ST58—None$1,001 - $15,000——
JT——Seagate Technology Holdings PLC - Ordinary Shares (STX)ST59—None$1,001 - $15,000——
JT——Sherwin-Williams Company (SHW)ST60—None$1,001 - $15,000——
JT——Sprouts Farmers Market, Inc. - Common Stock (SFM)ST61—None$1,001 - $15,000——
JT——Synchrony Financial Common Stock (SYF)ST62—None$1,001 - $15,000——
JT——Taiwan Semiconductor Manufacturing Company Ltd. (TSM)ST63—None$1,001 - $15,000——
JT——Taiwan Semiconductor Manufacturing Company Ltd. (TSM)ST64—None$1,001 - $15,000——
JT——Texas Instruments Incorporated - Common Stock (TXN)ST65—None$1,001 - $15,000——
JT——The Cigna Group Common Stock (CI)ST66—None$1,001 - $15,000——
JT——The Growth Fund of America Class A Shares (AGTHX)MF67—Dividends$50,001 - $100,000——
JT——TJX Companies, Inc. (TJX)ST68—None$1,001 - $15,000——
JT——Trane Technologies plc (TT)ST69—None$1,001 - $15,000——
JT——United Rentals, Inc. Common Stock (URI)ST70—None$1,001 - $15,000——
JT——Vulcan Materials Company (VMC)ST71—None$1,001 - $15,000——
JT——W.W. Grainger, Inc. Common Stock (GWW)ST72—None$1,001 - $15,000——
———iShares Core S&P Small-Cap ETF (IJR)EF73—None$1,001 - $15,000——
———Schwab U.S. Large-Cap ETF (SCHX)EF74—None$15,001 - $50,000——
———Vanguard FTSE Developed Markets ETF (VEA)EF75—None$1,001 - $15,000——
———Vanguard FTSE Emerging Markets ETF (VWO)EF76—None$1,001 - $15,000——
SP——Allstate Corporation (ALL)ST77—None$1,001 - $15,000——
SP——Alphabet Inc. - Class A Common Stock (GOOGL)ST78—None$1,001 - $15,000——
SP——American Express Company Common Stock (AXP)ST79—None$1,001 - $15,000——
SP——Analog Devices, Inc. - Common Stock (ADI)ST80—None$1,001 - $15,000——
SP——Ares Management Corporation Class A Common Stock (ARES)ST81—None$1,001 - $15,000——
SP——AstraZeneca PLC - American Depositary Shares (AZN)ST82—None$1,001 - $15,000——
SP——AT&T Inc. (T)ST83—None$1,001 - $15,000——
SP——BlackRock, Inc. Common Stock (BLK)ST84—None$1,001 - $15,000——
SP——Broadcom Inc. - Common Stock (AVGO)ST85—None$1,001 - $15,000——
SP——Broadcom Inc. - Common Stock (AVGO)ST86—None$1,001 - $15,000——
SP——Caterpillar, Inc. Common Stock (CAT)ST87—None$1,001 - $15,000——
SP——Corning Incorporated Common Stock (GLW)ST88—None$1,001 - $15,000——
SP——CSX Corporation (CSX)ST89—None$1,001 - $15,000——
SP——Digital Realty Trust, Inc. Common Stock (DLR)ST90—None$1,001 - $15,000——
SP——Eaton Corporation, PLC Ordinary Shares (ETN)ST91—None$1,001 - $15,000——
SP——Eli Lilly and Company Common Stock (LLY)ST92—None$1,001 - $15,000——
SP——Emerson Electric Company Common Stock (EMR)ST93—None$1,001 - $15,000——
SP——Ford Motor Company Common Stock (F)ST94—None$1 - $1,000——
SP——Freeport-McMoRan, Inc. Common Stock (FCX)ST95—None$1,001 - $15,000——
SP——General Dynamics Corporation Common Stock (GD)ST96—None$1,001 - $15,000——
SP——Gilead Sciences, Inc. - Common Stock (GILD)ST97—None$1,001 - $15,000——
SP——Hewlett Packard Enterprise Company Common Stock (HPE)ST98—None$1,001 - $15,000——
SP——Home Depot, Inc. (HD)ST99—None$1,001 - $15,000——
SP——HP Inc. Common Stock (HPQ)ST100—None$1,001 - $15,000——
SP——International Business Machines Corporation Common Stock (IBM)ST101—None$1,001 - $15,000——
SP——Invesco Preferred ETF (PGX)EF102—None$1 - $1,000——
SP——iShares 20+ Year Treasury Bond ETF (TLT)EF103—None$1,001 - $15,000——
SP——iShares Core MSCI EAFE ETF (IEFA)EF104—None$1,001 - $15,000——
SP——iShares Core MSCI Emerging Markets ETF (IEMG)EF105—None$1,001 - $15,000——
SP——iShares MBS ETF (MBB)EF106—None$1,001 - $15,000——
SP——iShares TIPS Bond ETF (TIP)EF107—None$1 - $1,000——
SP——JP Morgan Chase & Co. Common Stock (JPM)ST108—None$1,001 - $15,000——
SP——McDonald's Corporation Common Stock (MCD)ST109—None$1,001 - $15,000——
SP——Medtronic plc. Ordinary Shares (MDT)ST110—None$1,001 - $15,000——
SP——Meta Platforms, Inc. - Class A Common Stock (META)ST111—None$1,001 - $15,000——
SP——Micron Technology, Inc. - Common Stock (MU)ST112—None$1,001 - $15,000——
SP——Microsoft Corporation - Common Stock (MSFT)ST113—None$1,001 - $15,000——
SP——Pepsico, Inc. (PEP)ST114—None$1,001 - $15,000——
SP——Principal Financial Group Inc (PFG)ST115—None$1,001 - $15,000——
SP——Realty Income Corporation Common Stock (O)ST116—None$1,001 - $15,000——
SP——RTX Corporation Common Stock (RTX)ST117—None$1,001 - $15,000——
SP——Seagate Technology Holdings PLC - Ordinary Shares (STX)ST118—None$1,001 - $15,000——
SP——Simon Property Group, Inc. Common Stock (SPG)ST119—None$1,001 - $15,000——
SP——Synchrony Financial Common Stock (SYF)ST120—None$1,001 - $15,000——
SP——Taiwan Semiconductor Manufacturing Company Ltd. (TSM)ST121—None$1,001 - $15,000——
SP——Texas Instruments Incorporated - Common Stock (TXN)ST122—None$1,001 - $15,000——
SP——TJX Companies, Inc. (TJX)ST123—None$1,001 - $15,000——
SP——Truist Financial Corporation Common Stock (TFC)ST124—None$1,001 - $15,000——
SP——Vanguard Growth ETF (VUG)EF125—None$15,001 - $50,000——
SP——Vanguard Intermediate-Term Corporate Bond ETF (VCIT)EF126—None$1,001 - $15,000——
SP——Vanguard Intermediate-Term Treasury ETF (VGIT)EF127—None$1,001 - $15,000——
SP——Vanguard Short-Term Corporate Bond ETF (VCSH)EF128—None$1,001 - $15,000——
SP——Vanguard Small-Cap Growth ETF (VBK)EF129—None$1,001 - $15,000——
SP——Vanguard Small-Cap Value ETF (VBR)EF130—None$1,001 - $15,000——
SP——Vanguard Value ETF (VTV)EF131—None$15,001 - $50,000——
SP——Walmart Inc. Common Stock (WMT)ST132—None$1,001 - $15,000——
SP——Wells Fargo & Company Common Stock (WFC)ST133—None$1,001 - $15,000——
SP——Welltower Inc. Common Stock (WELL)ST134—None$1,001 - $15,000——
SP——Xcel Energy Inc. (XEL)ST135—None$1,001 - $15,000——
JT——LONG IS PWR AUTH N Y ELEC SYS REV GEN BDS FGS136—None$1,001 - $15,000——
JT——ML Bank Deposit ProgramBA137—None$1,001 - $15,000——
JT——NEW YORK N Y GO BDS FISCAL SER AGS138—None$1,001 - $15,000——
JT——NEW YORK NY CTY TRANS FIN AT FUTURE TAX SECDGS139—None$1,001 - $15,000——
JT——NEW YORK NY MUN WFA WTR-SS REV SECOND GEN CCGS140—None$1,001 - $15,000——
JT——New York ST Dorm At RevsGS141—None$1,001 - $15,000——
JT——NEW YORK ST TWY AUTH ST PERS INCOME TAX REV AGS142—None$1,001 - $15,000——
JT——NY ST DORM AUTH SLS TAX REV BDS SER BGS143—None$1,001 - $15,000——
JT——NY ST DRM AT RV NON ST SUP DBT REF BDS SER AGS144—None$1,001 - $15,000——
JT——TRIBOROUGH BRDG & TUNL AT NY BD ANTIC NTS B-2GS145—None$1,001 - $15,000——
JT——TRIBOROUGH BRDG & TUNL AT NY BDS SER AGS146—None$1,001 - $15,000——
JT——TRIBOROUGH BRDG & TUNL AT NY SR LIEN REF GREENGS147—None$1,001 - $15,000——
JT——TRIBOROUGH BRDG & TUNL AUTH NY REVS GEN REVGS148—None$1,001 - $15,000——
———IIAXXBA149—None$1,001 - $15,000——
SP——IIAXXBA150—None$15,001 - $50,000——
SP——MSIF Growth Portfolio Class A (MSEGX)MF151—None$50,001 - $100,000——
SP——MSIF Growth Portfolio Class A (MSEGX)MF152—None$50,001 - $100,000——
———Hartford Core Equity Fund Class A (HAIAX)MF153—None$15,001 - $50,000——
———iShares Core S&P U.S. Growth ETF (IUSG)EF154—None$1,001 - $15,000——
———iShares Core S&P U.S. Value ETF (IUSV)EF155—None$1,001 - $15,000——
———Hartford Core Equity Fund Class A (HAIAX)MF156—None$50,001 - $100,000——
———Hartford Core Equity Fund Class A (HAIAX)MF157—None$15,001 - $50,000——
———The Growth Fund of America Class A Shares (AGTHX)MF158—None$1,001 - $15,000——
SP——Hartford Core Equity Fund Class A (HAIAX)MF159—None$1,001 - $15,000——
SP——ML Bank Deposit ProgramBA160—None$1,001 - $15,000——
SP——Washington Mutual Invs Fd Cl A Shs (AWSHX)MF161—None$15,001 - $50,000——

liabilities (1)

debtorcommentcreditorincurredlocationrate termrow numberamount rangeliability type
JT—Bank of AmericaMay 2026——1$15,001 - $50,000Credit card debt

Original filing document