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KeyVex publishes these public financial disclosure filings as news, free and without registration, under the news-media provision of 5 U.S.C. § 13107(c). Source documents are linked on every entry.

Robert J. Menendez — 2025 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 typeAnnual
Filing year2025
Chamberhouse
Art.sy, Inc.$15,001 - $50,000 · None
Charles Schwab$1,001 - $15,000 · None
Chase Bank$15,001 - $50,000 · None
Vanguard Target Retirement 2055 Fund (VFFVX)$50,001 - $100,000 · Tax-Deferred
State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)$1,001 - $15,000 · Tax-Deferred
State Street SPDR Portfolio S&P 500 ETF (SPYM)$1,001 - $15,000 · Tax-Deferred
State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM)$1,001 - $15,000 · Tax-Deferred
Vanguard FTSE Developed Markets ETF (VEA)$1,001 - $15,000 · Tax-Deferred
Vanguard FTSE Emerging Markets ETF (VWO)$1,001 - $15,000 · Tax-Deferred
Vanguard Total Stock Market ETF (VTI)$15,001 - $50,000 · Tax-Deferred
Vanguard Value ETF (VTV)None · Tax-Deferred
iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)$1,001 - $15,000 · None
iShares National Muni Bond ETF (MUB)$1,001 - $15,000 · None
State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)$1,001 - $15,000 · None
State Street SPDR Portfolio S&P 500 ETF (SPYM)$1,001 - $15,000 · None
Vanguard FTSE Developed Markets ETF (VEA)$15,001 - $50,000 · Dividends · $201 - $1,000
Vanguard FTSE Emerging Markets ETF (VWO)$1,001 - $15,000 · Dividends · $201 - $1,000
Vanguard Global ex-U.S. Real Estate ETF (VNQI)$1,001 - $15,000 · None
Vanguard Mid-Cap ETF (VO)$1,001 - $15,000 · None
Vanguard Mid-Cap Value ETF (VOE)$1,001 - $15,000 · None
Vanguard Small-Cap ETF (VB)$1,001 - $15,000 · None
Vanguard Small-Cap Value ETF (VBR)$1,001 - $15,000 · None
Vanguard Total International Bond ETF (BNDX)$1,001 - $15,000 · None
Vanguard Total Stock Market ETF (VTI)$15,001 - $50,000 · Dividends · $201 - $1,000
Vanguard Value ETF (VTV)$1,001 - $15,000 · None
Charles Schwab Bank$1,001 - $15,000 · None
Schwab Emerging Markets Equity ETF (SCHE)$1,001 - $15,000 · None
Schwab Fundamental Emerging Markets Equity ETF (FNDE)$1,001 - $15,000 · None
Schwab Fundamental International Equity ETF (FNDF)$1,001 - $15,000 · None
Schwab Fundamental International Small Equity ETF (FNDC)$1,001 - $15,000 · None
Schwab Fundamental U.S. Large Company ETF (FNDX)$1,001 - $15,000 · None
Schwab Fundamental U.S. Small Company ETF (FNDA)$1,001 - $15,000 · None
Schwab International Equity ETF (SCHF)$1,001 - $15,000 · None
Schwab Municipal Bond ETF (SCMB)$1,001 - $15,000 · None
Schwab U.S. Large-Cap ETF (SCHX)$1,001 - $15,000 · None
Schwab U.S. Small-Cap ETF (SCHA)$1,001 - $15,000 · None
Vanguard Tax-Exempt Bond ETF (VTEB)$1,001 - $15,000 · None
BlackRock Science and Technology Opportunities Portf Investor A (BGSAX)$1,001 - $15,000 · Capital Gains · $1,001 - $2,500
Nuveen Flagship New Jersey Muni Bd Fd Cl A (NNJAX)$1,001 - $15,000 · Dividends · $201 - $1,000
Nuveen High Yield Municipal Bd Fd Class A (NHMAX)$1,001 - $15,000 · Dividends · $201 - $1,000
…49 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.

partyDemocrat
stateNJ
officeRepresentative, NJ-08
sourceHOUSE_CLERK_FD
chamberhouse
filing idhouse-fd-10074390
report urlhttps://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10074390.pdf
scraped at2026-08-17T10:31:20.291Z
asset count89
bioguide idM001226
filing date2026-07-13
filing year2025
member lastMenendez
member nameRobert J. Menendez
report typeAnnual
member firstRobert J.
content parsedtrue
report subtypeAnnual Report
state district08
liability count1

assets (89)

ownertickerlocationasset nameasset typerow numberdescriptionincome typevalue rangeincome rangeasset subtype
SP——Art.sy, Inc.PS1Private shares in former employer.None$15,001 - $50,000——
———Charles SchwabBA2Checking & SavingsNone$1,001 - $15,000——
SP——Chase BankBA3Checking & SavingsNone$15,001 - $50,000——
SP——Vanguard Target Retirement 2055 Fund (VFFVX)MF4—Tax-Deferred$50,001 - $100,000——
SP——State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)EF5—Tax-Deferred$1,001 - $15,000——
SP——State Street SPDR Portfolio S&P 500 ETF (SPYM)EF6Ticker symbol change; previously named State Street SPDR Portfolio S&P 500 ETF (SPLG).Tax-Deferred$1,001 - $15,000——
SP——State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM)EF7—Tax-Deferred$1,001 - $15,000——
SP——Vanguard FTSE Developed Markets ETF (VEA)EF8—Tax-Deferred$1,001 - $15,000——
SP——Vanguard FTSE Emerging Markets ETF (VWO)EF9—Tax-Deferred$1,001 - $15,000——
SP——Vanguard Total Stock Market ETF (VTI)EF10—Tax-Deferred$15,001 - $50,000——
SP——Vanguard Value ETF (VTV)EF11—Tax-DeferredNone——
SP——iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)EF12—None$1,001 - $15,000——
SP——iShares National Muni Bond ETF (MUB)EF13—None$1,001 - $15,000——
SP——State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)EF14Purchases less than $1,000None$1,001 - $15,000——
SP——State Street SPDR Portfolio S&P 500 ETF (SPYM)EF15Ticker symbol change; previously named State Street SPDR Portfolio S&P 500 ETF (SPLG).None$1,001 - $15,000——
SP——Vanguard FTSE Developed Markets ETF (VEA)EF16—Dividends$15,001 - $50,000$201 - $1,000—
SP——Vanguard FTSE Emerging Markets ETF (VWO)EF17—Dividends$1,001 - $15,000$201 - $1,000—
SP——Vanguard Global ex-U.S. Real Estate ETF (VNQI)EF18Appreciated over $1,000None$1,001 - $15,000——
SP——Vanguard Mid-Cap ETF (VO)EF19—None$1,001 - $15,000——
SP——Vanguard Mid-Cap Value ETF (VOE)EF20—None$1,001 - $15,000——
SP——Vanguard Small-Cap ETF (VB)EF21—None$1,001 - $15,000——
SP——Vanguard Small-Cap Value ETF (VBR)EF22—None$1,001 - $15,000——
SP——Vanguard Total International Bond ETF (BNDX)EF23—None$1,001 - $15,000——
SP——Vanguard Total Stock Market ETF (VTI)EF24—Dividends$15,001 - $50,000$201 - $1,000—
SP——Vanguard Value ETF (VTV)EF25—None$1,001 - $15,000——
JT——Charles Schwab BankBA26—None$1,001 - $15,000——
JT——Schwab Emerging Markets Equity ETF (SCHE)EF27—None$1,001 - $15,000——
JT——Schwab Fundamental Emerging Markets Equity ETF (FNDE)EF28—None$1,001 - $15,000——
JT——Schwab Fundamental International Equity ETF (FNDF)EF29—None$1,001 - $15,000——
JT——Schwab Fundamental International Small Equity ETF (FNDC)EF30Appreciated over $1,000None$1,001 - $15,000——
JT——Schwab Fundamental U.S. Large Company ETF (FNDX)EF31—None$1,001 - $15,000——
JT——Schwab Fundamental U.S. Small Company ETF (FNDA)EF32—None$1,001 - $15,000——
JT——Schwab International Equity ETF (SCHF)EF33—None$1,001 - $15,000——
JT——Schwab Municipal Bond ETF (SCMB)EF34Purchases less than $1,000None$1,001 - $15,000——
JT——Schwab U.S. Large-Cap ETF (SCHX)EF35—None$1,001 - $15,000——
JT——Schwab U.S. Small-Cap ETF (SCHA)EF36—None$1,001 - $15,000——
JT——Vanguard Tax-Exempt Bond ETF (VTEB)EF37—None$1,001 - $15,000——
———BlackRock Science and Technology Opportunities Portf Investor A (BGSAX)MF38—Capital Gains$1,001 - $15,000$1,001 - $2,500—
———Nuveen Flagship New Jersey Muni Bd Fd Cl A (NNJAX)MF39—Dividends$1,001 - $15,000$201 - $1,000—
———Nuveen High Yield Municipal Bd Fd Class A (NHMAX)MF40—Dividends$1,001 - $15,000$201 - $1,000—
———Schwab U.S. Small-Cap ETF (SCHA)EF41—None$1,001 - $15,000——
———Vanguard Small-Cap ETF (VB)EF42—None$1,001 - $15,000——
———Charles Schwab CashBA43—Interest$15,001 - $50,000$201 - $1,000—
———Invesco RAFI Developed Markets ex-U.S. ETF (PXF)EF44—Capital Gains, Dividends$1,001 - $15,000$1,001 - $2,500—
———Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN)EF45—Capital Gains, DividendsNone$201 - $1,000—
———Schwab Emerging Markets Equity ETF (SCHE)EF46—Capital Gains, Dividends$1,001 - $15,000$1,001 - $2,500—
———Schwab Fundamental Emerging Markets Equity ETF (FNDE)EF47—Capital Gains, Dividends$15,001 - $50,000$1,001 - $2,500—
———Schwab Fundamental International Equity ETF (FNDF)EF48—Dividends$1,001 - $15,000$201 - $1,000—
———Schwab Fundamental International Small Equity ETF (FNDC)EF49Partial sales less than $1,000Capital Gains, Dividends$1,001 - $15,000$201 - $1,000—
———Schwab Fundamental U.S. Large Company ETF (FNDX)EF50—Capital Gains, Dividends$15,001 - $50,000$1,001 - $2,500—
———Schwab Fundamental U.S. Small Company ETF (FNDA)EF51—Capital Gains, Dividends$1,001 - $15,000$1,001 - $2,500—
———Schwab International Equity ETF (SCHF)EF52—Capital Gains, Dividends$15,001 - $50,000$1,001 - $2,500—
———Schwab U.S. Large-Cap ETF (SCHX)EF53Partial sales less than $1,000Capital Gains, Dividends$1,001 - $15,000$201 - $1,000—
———Schwab U.S. Large-Cap Growth ETF (SCHG)EF54Partial sales less than $1,000Capital Gains, Dividends$1,001 - $15,000$201 - $1,000—
———Schwab U.S. REIT ETF (SCHH)EF55—None$1,001 - $15,000——
———Schwab U.S. Small-Cap ETF (SCHA)EF56Partial sales less than $1,000Capital Gains, Dividends$1,001 - $15,000$201 - $1,000—
———SPDR Bloomberg Emerging Markets Local Bond ETF (EBND)EF57Partial sale less than $1,000None$1,001 - $15,000——
———Vanguard FTSE All-Wld ex-US SmCp Idx ETF (VSS)EF58—Capital Gains, Dividends$1,001 - $15,000$201 - $1,000—
———Vanguard S&P 500 ETF (VOO)EF59—Capital Gains, Dividends$1,001 - $15,000$1,001 - $2,500—
———Vanguard Small-Cap ETF (VB)EF60—Capital Gains, Dividends$1 - $1,000$201 - $1,000—
———Vanguard Tax-Exempt Bond ETF (VTEB)EF61—Capital Gains, Dividends$15,001 - $50,000$1,001 - $2,500—
———Xtrackers International Real Estate ETF (HAUZ)EF62Partial sales less than $1,000Capital Gains, Dividends$1,001 - $15,000$201 - $1,000—
———Charles Schwab BankBA63—Tax-Deferred$1,001 - $15,000——
———Schwab 5-10 Year Corporate Bond ETF (SCHI)EF64—Tax-Deferred$1,001 - $15,000——
———Schwab Emerging Markets Equity ETF (SCHE)EF65—Tax-Deferred$1,001 - $15,000——
———Schwab Fundamental Emerging Markets Equity ETF (FNDE)EF66—Tax-Deferred$1,001 - $15,000——
———Schwab Fundamental International Equity ETF (FNDF)EF67—Tax-Deferred$1,001 - $15,000——
———Schwab Fundamental International Small Equity ETF (FNDC)EF68—Tax-Deferred$1,001 - $15,000——
———Schwab Fundamental U.S. Large Company ETF (FNDX)EF69—Tax-Deferred$1,001 - $15,000——
———Schwab Fundamental U.S. Small Company ETF (FNDA)EF70—Tax-Deferred$1,001 - $15,000——
———Schwab Intermediate-Term U.S. Treasury ETF (SCHR)EF71—Tax-Deferred$1,001 - $15,000——
———Schwab International Equity ETF (SCHF)EF72—Tax-Deferred$1,001 - $15,000——
———Schwab International Small-Cap Equity ETF (SCHC)EF73—Tax-Deferred$1,001 - $15,000——
———Schwab Mortgage-Backed Securities ETF (SMBS)EF74—Tax-Deferred$1,001 - $15,000——
———Schwab U.S. Large-Cap ETF (SCHX)EF75—Tax-Deferred$1,001 - $15,000——
———Schwab U.S. Large-Cap Growth ETF (SCHG)EF76Purchases less than $1,000Tax-Deferred$1,001 - $15,000——
———Schwab U.S. Small-Cap ETF (SCHA)EF77—Tax-Deferred$1,001 - $15,000——
———Vanguard Mortgage-Backed Securities ETF (VMBS)EF78—Tax-DeferredNone——
———Columbia Dividend Income Fund Class I3 (CDDYX)MF79—Tax-Deferred$1,001 - $15,000——
———Vanguard Information Technology Index Fund Admiral Shs (VITAX)MF80—Tax-Deferred$1,001 - $15,000——
———Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX)MF81—Tax-Deferred$1,001 - $15,000——
———Vanguard Small Cap Index Fd Admiral Shs (VSMAX)MF82—Tax-Deferred$1,001 - $15,000——
———Vanguard Target Retirement 2050 Fund (VFIFX)MF83—Tax-Deferred$100,001 - $250,000——
SP——Vanguard Real Estate Index Fund Admiral Shares (VGSLX)MF84—Tax-Deferred$1,001 - $15,000——
SP——Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)MF85—Tax-Deferred$1,001 - $15,000——
SP——Vanguard Total International Bond Index Fd Admiral Shs (VTABX)MF86—Tax-Deferred$1,001 - $15,000——
SP——Vanguard Total International Stock Index Fd Admiral (VTIAX)MF87—Tax-Deferred$15,001 - $50,000——
SP——Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX)MF88—Tax-Deferred$15,001 - $50,000——
SP——VOYA INDEX SOLUTION 2055 PORTFOLIO CL Z (VSZHX)MF89—Tax-Deferred$50,001 - $100,000——

liabilities (1)

debtorcommentcreditorincurredlocationrate termrow numberamount rangeliability type
JT—Central Loan Administration & ReportingJune 2020——1$500,001 - $1,000,000Mortgage on primary residence

Original filing document