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Mark E Kelly — 2025 financial disclosure

· Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

Report typeAnnual
Filing year2025
Chambersenate
USAA Federal Savings Bank$100,001 - $250,000 · None · None (or less than $201)
Lightspeed Partners LLC$1,001 - $15,000 · None · None (or less than $201)
Northern Trust$1,001 - $15,000 · None · None (or less than $201)
Northern Trust$15,001 - $50,000 · None · None (or less than $201)
Retirement Annuity$100,001 - $250,000 · None · None (or less than $201)
Retirement Annuity 2$15,001 - $50,000 · None · None (or less than $201)
Flexible Retirement Annuity - Traditional IRA$1,001 - $15,000 · None · None (or less than $201)
Jackson National Life Insurance Company$500,001 - $1,000,000 · None · None (or less than $201)
The Kelly Qualified Blind Trust dated June 25, 2021$5,000,001 - $25,000,000 · Qualified Blind Trust · $100,001 - $1,000,000
Mark Kelly Traditional Individual Retirement Account Qualified Blind Trust No. 1 dated June 25, 2021$1,000,001 - $5,000,000 · Qualified Blind Trust · None (or less than $201)
Mark Kelly Roth Individual Retirement Account Qualified Blind Trust No. 2 dated June 25, 2021$1,001 - $15,000 · Qualified Blind Trust · None (or less than $201)
Gabrielle Giffords Traditional Individual Retirement Account Qualified Blind Trust No. 1 dated June 25, 2021$500,001 - $1,000,000 · Qualified Blind Trust · None (or less than $201)
Gabrielle Giffords Roth Individual Retirement Account Qualified Blind Trust No. 2 dated June 25,2021$50,001 - $100,000 · Qualified Blind Trust · None (or less than $201)
Residential Property$250,001 - $500,000 · Rent/Royalties · $5,001 - $15,000
Giffords 401(k)--
LIJKX - Blackrock Lifepath Index 2035 Port Cl K Shs$50,001 - $100,000 · Excepted Investment Fund · None (or less than $201)

The complete record

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partyDemocrat
stateAZ
officeKelly, Mark (Senator)
sourceSENATE_EFD_AFD
chambersenate
filing idsenate-annual-4a55a772-88d7-4816-aec9-99360f8e241f
report urlhttps://efdsearch.senate.gov/search/view/annual/4a55a772-88d7-4816-aec9-99360f8e241f/
scraped at2026-09-14T10:30:11.250Z
asset count16
bioguide idK000377
filing date2026-08-12
filing year2025
member lastKelly
member nameMark E Kelly
report typeAnnual
member firstMark E
content parsedtrue
report subtypeannual
state district—
liability count0

assets (16)

ownertickerlocationasset nameasset typerow numberdescriptionincome typevalue rangeincome rangeasset subtype
Joint—San Antonio, TXUSAA Federal Savings BankBank Deposit1Type: CheckingNone$100,001 - $250,000None (or less than $201)—
Self——Lightspeed Partners LLCBusiness Entity2Company: Lightspeed Partners LLC (Tucson, AZ) Description: Media ProductionNone$1,001 - $15,000None (or less than $201)Limited Liability Company (LLC)
Self—Chicago, ILNorthern TrustBank Deposit3Type: CheckingNone$1,001 - $15,000None (or less than $201)—
Joint—Chicago, ILNorthern TrustBank Deposit4Type: CheckingNone$15,001 - $50,000None (or less than $201)—
Self——Retirement AnnuityAnnuity5Provider: USAANone$100,001 - $250,000None (or less than $201)Fixed
Self——Retirement Annuity 2Annuity6Provider: USAANone$15,001 - $50,000None (or less than $201)Fixed
Self——Flexible Retirement Annuity - Traditional IRAAnnuity7Provider: USAANone$1,001 - $15,000None (or less than $201)Fixed
Spouse——Jackson National Life Insurance CompanyLife Insurance8Provider: Jackson National Life Insurance Company Filer comment: 50% ownershipNone$500,001 - $1,000,000None (or less than $201)Whole
Joint——The Kelly Qualified Blind Trust dated June 25, 2021Trust9—Qualified Blind Trust$5,000,001 - $25,000,000$100,001 - $1,000,000Qualified Blind Trust
Self——Mark Kelly Traditional Individual Retirement Account Qualified Blind Trust No. 1 dated June 25, 2021Trust10—Qualified Blind Trust$1,000,001 - $5,000,000None (or less than $201)Qualified Blind Trust
Self——Mark Kelly Roth Individual Retirement Account Qualified Blind Trust No. 2 dated June 25, 2021Trust11—Qualified Blind Trust$1,001 - $15,000None (or less than $201)Qualified Blind Trust
Spouse——Gabrielle Giffords Traditional Individual Retirement Account Qualified Blind Trust No. 1 dated June 25, 2021Trust12—Qualified Blind Trust$500,001 - $1,000,000None (or less than $201)Qualified Blind Trust
Spouse——Gabrielle Giffords Roth Individual Retirement Account Qualified Blind Trust No. 2 dated June 25,2021Trust13—Qualified Blind Trust$50,001 - $100,000None (or less than $201)Qualified Blind Trust
Spouse——Residential PropertyReal Estate14Residential Real Estate (Tucson, AZ)Rent/Royalties$250,001 - $500,000$5,001 - $15,000Residential
Spouse——Giffords 401(k)Retirement Plans15——--—401(k), 403(b), or other Defined Contribution Plan.
Spouse——LIJKX - Blackrock Lifepath Index 2035 Port Cl K ShsMutual Funds15.1—Excepted Investment Fund$50,001 - $100,000None (or less than $201)Mutual Fund

liabilities (0)

None listed.

Original filing document