S. Marshall Wilson — 2025 financial disclosure
| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| The Pass 207 | $250,001 - $500,000 · Rent/Royalties · $5,001 - $15,000 |
| Charles Schwab | -- |
| Julie M. Barr Designated Benefit | -- |
| AAPL - Apple Inc. - Common Stock | $1,001 - $15,000 · Dividends · None (or less than $201) |
| BMY - Bristol-Myers Squibb Company Common Stock | $1,001 - $15,000 · Dividends · $201 - $1,000 |
| CSX - CSX Corporation - Common Stock | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| F | $1,001 - $15,000 · Dividends · $1,001 - $2,500 |
| GE - GE Aerospace Common Stock | $15,001 - $50,000 · Dividends · None (or less than $201) |
| GEHC - GE HealthCare Technologies Inc. - Common Stock | $1,001 - $15,000 · Dividends · None (or less than $201) |
| GEV - GE Vernova Inc. Common Stock | $15,001 - $50,000 · Dividends · None (or less than $201) |
| GLW - Corning Incorporated Common Stock | $50,001 - $100,000 · Dividends · $201 - $1,000 |
| HD - Home Depot, Inc. (The) Common Stock | $50,001 - $100,000 · Dividends · $1,001 - $2,500 |
| LLY - Eli Lilly and Company Common Stock | $250,001 - $500,000 · Dividends · $1,001 - $2,500 |
| MRK - Merck & Company, Inc. Common Stock (new) | $1,001 - $15,000 · Dividends · $201 - $1,000 |
| SM - SM Energy Company Common Stock | $1,001 - $15,000 · Dividends · None (or less than $201) |
| STX - Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $250,001 - $500,000 · Dividends · $1,001 - $2,500 |
| Charles Schwab | $1,001 - $15,000 · Dividends · None (or less than $201) |
| Charles Schwab Rollover IRA | -- |
| F - Ford Motor Company Common Stock | $1,001 - $15,000 · Dividends · None (or less than $201) |
| GLW - Corning Incorporated Common Stock | $15,001 - $50,000 · Dividends · None (or less than $201) |
| HD - Home Depot, Inc. (The) Common Stock | $1,001 - $15,000 · Dividends · $201 - $1,000 |
| LOW - Lowe's Companies, Inc. Common Stock | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| MSFT - Microsoft Corporation - Common Stock | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| OLN - Olin Corporation Common Stock | $1,001 - $15,000 · Dividends · None (or less than $201) |
| RTX - RTX Corporation Common Stock | $15,001 - $50,000 · Dividends · $201 - $1,000 |
| TSLA - Tesla, Inc. - Common Stock | $1,001 - $15,000 · None · None (or less than $201) |
| E Trade Brokerage Account | -- |
| CAT - Caterpillar, Inc. Common Stock | $100,001 - $250,000 · Dividends · $1,001 - $2,500 |
| GEV - GE Vernova Inc. Common Stock | $1,001 - $15,000 · Dividends · None (or less than $201) |
| GE - GE Aerospace Common Stock | $1,001 - $15,000 · Dividends · None (or less than $201) |
| WM - Waste Management, Inc. Common Stock | $15,001 - $50,000 · Dividends · $1,001 - $2,500 |
| Louisiana Deferred Compensation Plan (LDCP) | -- |
| iShares Total U.S. Stock Market Index K | $100,001 - $250,000 · None · None (or less than $201) |
| MFS Core Equity R6 | $100,001 - $250,000 · None · None (or less than $201) |
| Capital Group EuroPacific Growth SA | $15,001 - $50,000 · None · None (or less than $201) |
| STRATA SEP-IRA | -- |
| Coins | $15,001 - $50,000 · None · None (or less than $201) |
| Fidelity-WVU Retirement 403B Savings Plan | -- |
| RFFTX - American Funds 2035 Target Date Retirement Fund - Class R-6 | $250,001 - $500,000 · None · None (or less than $201) |
| Thrift Savings Plan | -- |
| … | 25 more assets: every one is in the complete record on this filing's page |
The complete record
| party | — |
| state | — |
| office | Candidate (Candidate) |
| source | SENATE_EFD_AFD |
| chamber | senate |
| filing id | senate-annual-9209acf6-f770-4d2b-a5f0-d891f4dd879a |
| report url | https://efdsearch.senate.gov/search/view/annual/9209acf6-f770-4d2b-a5f0-d891f4dd879a/ |
| scraped at | 2026-09-14T10:30:11.250Z |
| asset count | 65 |
| bioguide id | — |
| filing date | 2026-08-11 |
| filing year | 2025 |
| member last | Wilson |
| member name | S. Marshall Wilson |
| report type | Annual |
| member first | S. Marshall |
| content parsed | true |
| report subtype | annual |
| state district | — |
| liability count | 0 |
assets (65)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| Spouse | — | — | The Pass 207 | Real Estate | 1 | Condo/Cooperative (Orange Beach, Alabama) | Rent/Royalties | $250,001 - $500,000 | $5,001 - $15,000 | Residential |
| Spouse | — | — | Charles Schwab | Brokerage/Managed Account | 2 | — | — | -- | — | — |
| Spouse | — | — | Julie M. Barr Designated Benefit | Retirement Plans | 2.1 | — | — | -- | — | IRA |
| Spouse | — | — | AAPL - Apple Inc. - Common Stock | Corporate Securities | 2.1.1 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | BMY - Bristol-Myers Squibb Company Common Stock | Corporate Securities | 2.1.2 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Spouse | — | — | CSX - CSX Corporation - Common Stock | Corporate Securities | 2.1.3 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Spouse | — | — | F | Corporate Securities | 2.1.4 | — | Dividends | $1,001 - $15,000 | $1,001 - $2,500 | Stock |
| Spouse | — | — | GE - GE Aerospace Common Stock | Corporate Securities | 2.1.5 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | GEHC - GE HealthCare Technologies Inc. - Common Stock | Corporate Securities | 2.1.6 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | GEV - GE Vernova Inc. Common Stock | Corporate Securities | 2.1.7 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | GLW - Corning Incorporated Common Stock | Corporate Securities | 2.1.8 | — | Dividends | $50,001 - $100,000 | $201 - $1,000 | Stock |
| Spouse | — | — | HD - Home Depot, Inc. (The) Common Stock | Corporate Securities | 2.1.9 | — | Dividends | $50,001 - $100,000 | $1,001 - $2,500 | Stock |
| Spouse | — | — | LLY - Eli Lilly and Company Common Stock | Corporate Securities | 2.1.10 | — | Dividends | $250,001 - $500,000 | $1,001 - $2,500 | Stock |
| Spouse | — | — | MRK - Merck & Company, Inc. Common Stock (new) | Corporate Securities | 2.1.11 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Spouse | — | — | SM - SM Energy Company Common Stock | Corporate Securities | 2.1.12 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | STX - Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | Corporate Securities | 2.1.13 | — | Dividends | $250,001 - $500,000 | $1,001 - $2,500 | Stock |
| Spouse | — | Westlake, Texas | Charles Schwab | Bank Deposit | 2.1.14 | Type: Brokerage Sweep Account | Dividends | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | Charles Schwab Rollover IRA | Retirement Plans | 2.2 | — | — | -- | — | IRA |
| Spouse | — | — | F - Ford Motor Company Common Stock | Corporate Securities | 2.2.1 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | GLW - Corning Incorporated Common Stock | Corporate Securities | 2.2.2 | — | Dividends | $15,001 - $50,000 | None (or less than $201) | Stock |
| Spouse | — | — | HD - Home Depot, Inc. (The) Common Stock | Corporate Securities | 2.2.3 | — | Dividends | $1,001 - $15,000 | $201 - $1,000 | Stock |
| Spouse | — | — | LOW - Lowe's Companies, Inc. Common Stock | Corporate Securities | 2.2.4 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Spouse | — | — | MSFT - Microsoft Corporation - Common Stock | Corporate Securities | 2.2.5 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Spouse | — | — | OLN - Olin Corporation Common Stock | Corporate Securities | 2.2.6 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | RTX - RTX Corporation Common Stock | Corporate Securities | 2.2.7 | — | Dividends | $15,001 - $50,000 | $201 - $1,000 | Stock |
| Spouse | — | — | TSLA - Tesla, Inc. - Common Stock | Corporate Securities | 2.2.8 | — | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | E Trade Brokerage Account | Brokerage/Managed Account | 3 | — | — | -- | — | — |
| Spouse | — | — | CAT - Caterpillar, Inc. Common Stock | Corporate Securities | 3.1 | — | Dividends | $100,001 - $250,000 | $1,001 - $2,500 | Stock |
| Spouse | — | — | GEV - GE Vernova Inc. Common Stock | Corporate Securities | 3.2 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | GE - GE Aerospace Common Stock | Corporate Securities | 3.3 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
| Spouse | — | — | WM - Waste Management, Inc. Common Stock | Corporate Securities | 3.4 | — | Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Stock |
| Spouse | — | — | Louisiana Deferred Compensation Plan (LDCP) | Deferred Compensation | 4 | — | — | -- | — | Deferred Compensation - Other |
| Spouse | — | — | iShares Total U.S. Stock Market Index K | Mutual Funds | 4.1 | — | None | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | MFS Core Equity R6 | Mutual Funds | 4.2 | — | None | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Capital Group EuroPacific Growth SA | Mutual Funds | 4.3 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | STRATA SEP-IRA | Retirement Plans | 5 | — | — | -- | — | IRA |
| Spouse | — | — | Coins | Personal Property | 5.1 | Silver and Gold Bullion coins | None | $15,001 - $50,000 | None (or less than $201) | Precious Metals |
| Spouse | — | — | Fidelity-WVU Retirement 403B Savings Plan | Retirement Plans | 6 | — | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Spouse | — | — | RFFTX - American Funds 2035 Target Date Retirement Fund - Class R-6 | Mutual Funds | 6.1 | — | None | $250,001 - $500,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Thrift Savings Plan | Deferred Compensation | 7 | — | — | -- | — | Deferred Compensation - Other |
| Spouse | — | — | Thrift Savings Plan - G Fund | Mutual Funds | 7.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | Thrift Savings Plan - C Fund | Mutual Funds | 7.2 | — | None | $100,001 - $250,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | Thrift Savings Plan - S Fund | Mutual Funds | 7.3 | — | None | $1,001 - $15,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | Thrift Savings Plan - I Fund | Mutual Funds | 7.4 | — | None | $15,001 - $50,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | USAA IRA Mutual Funds | Retirement Plans | 8 | — | — | -- | — | IRA |
| Spouse | — | — | USAAX - Victory Growth Fund (Formerly USAA Growth Fund) - Victory Growth Fund Shares | Mutual Funds | 8.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | USISX - Victory Income Stock Fund (Formerly USAA Income Stock Fund) - Victory Income Stock Fund Shares | Mutual Funds | 8.2 | — | None | $1,001 - $15,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | T. Rowe Price Individual Retirement /IRA | Retirement Plans | 9 | — | — | -- | — | IRA |
| Spouse | — | — | THISX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund-I Class | Mutual Funds | 9.1 | — | None | $100,001 - $250,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | TSNIX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund-I Class | Mutual Funds | 9.2 | — | None | $100,001 - $250,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | TBCIX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund-I Class | Mutual Funds | 9.3 | — | None | $50,001 - $100,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | REIPX - T. Rowe Price Equity Income Fund - T. Rowe Price Equity Income Fund-I Class | Mutual Funds | 9.4 | — | None | $50,001 - $100,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | JMB Anesthesia PC 5305 SEP-IRA | Retirement Plans | 10 | — | — | -- | — | IRA |
| Spouse | — | — | TRAIX - T. Rowe Price Capital Appreciation Fund - T. Rowe Price Capital Appreciation Fund-I Class | Mutual Funds | 10.1 | — | None | $100,001 - $250,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | TGIPX - T. Rowe Price Spectrum Moderate Growth Allocation Fund - T. Rowe Price Spectrum Moderate Growth Allocation Fund-I Class | Mutual Funds | 10.2 | — | None | $100,001 - $250,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | Julie Barr LLC 5305 SEP-IRA | Retirement Plans | 11 | — | — | -- | — | IRA |
| Spouse | — | — | TBCIX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund-I Class | Mutual Funds | 11.1 | — | None | $50,001 - $100,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | PDGIX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund-I Class | Mutual Funds | 11.2 | — | None | $50,001 - $100,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | PRRXX - T. Rowe Price Government Money Fund, Inc. | Mutual Funds | 11.3 | — | None | $15,001 - $50,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | SMART529 Select | Education Savings Plans | 12 | Institution: WV | — | -- | — | 529 College Savings Plan |
| Spouse | — | — | SMART529 Select- Moderately Aggressive Growth Portfolio D | Mutual Funds | 12.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | SMART529 Select-Balanced Portfolio | Mutual Funds | 12.2 | — | None | $1,001 - $15,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | SMART529 Select - All Equity Portfolio D | Mutual Funds | 12.3 | — | None | $1,001 - $15,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | SMART529 Select - Moderate Growth Portfolio D | Mutual Funds | 12.4 | — | None | $1,001 - $15,000 | None (or less than $201) | Stable Value Fund |
| Spouse | — | — | SMART529 select - Fixed Income Portfolio D | Mutual Funds | 12.5 | — | None | $1,001 - $15,000 | None (or less than $201) | Stable Value Fund |
liabilities (0)
None listed.