KeyVex › Disclosures › Annual financial disclosures

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.

Derek Tran — 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
Bank of America bank account$50,001 - $100,000 · None
Chase bank account$15,001 - $50,000 · None
Nguyen Win, Inc.$1,000,001 - $5,000,000 · Partnership income · $100,001 - $1,000,000
Pacific Life (fixed annuity)$50,001 - $100,000 · Tax-Deferred
Residential real propertyNone · None
The Tran Firm, Inc.$15,001 - $50,000 · Capital Gains · $100,001 - $1,000,000
USAA bank account$1,001 - $15,000 · Interest · None
Bitcoin$15,001 - $50,000 · None
Ethereum$1,001 - $15,000 · None
Shiba Inu$1,001 - $15,000 · None
Bitcoin$1,001 - $15,000 · None
Ethereum$15,001 - $50,000 · None
Amazon.com, Inc. (AMZN)$15,001 - $50,000 · None
American Express Company (AXP)$1,001 - $15,000 · None
Apple Inc. (AAPL)$1,001 - $15,000 · None
Heico Corporation (HEI)$1,001 - $15,000 · None
NVIDIA Corporation - Common Stock (NVDA)$1,001 - $15,000 · None
Realty Income Corporation Common Stock (O)$1,001 - $15,000 · None
Starbucks Corporation (SBUX)$1,001 - $15,000 · None
Visa Inc. (V)$1,001 - $15,000 · None
Apple Inc. (AAPL)$1,001 - $15,000 · None
CVS Health Corporation (CVS)$15,001 - $50,000 · Dividends · $201 - $1,000
Starbucks Corporation (SBUX)$1,001 - $15,000 · None
Harbor ETF Trust Harbor Long-Term Growers ETF (WINN)$50,001 - $100,000 · Tax-Deferred
Pacer US Cash Cows 100 ETF (COWZ)$50,001 - $100,000 · Tax-Deferred
Pacer US Small Cap Cash Cows 100 ETF (CALF)$15,001 - $50,000 · Tax-Deferred
Schaumburg Bank & Trust Company$1,001 - $15,000 · Tax-Deferred
Vanguard Growth ETF (VUG)$15,001 - $50,000 · Tax-Deferred
Vanguard S&P 500 ETF (VOO)$50,001 - $100,000 · Tax-Deferred
BlackRock LifePath Index 2045 Port Insti Cl (LIHIX)$50,001 - $100,000 · Tax-Deferred
JHF III U.S. Growth Fund Class R6 (JSGTX)$15,001 - $50,000 · Tax-Deferred
John Hancock Variable Insurance Trust 500 Index Trust Series 1 (JFIVX)$15,001 - $50,000 · Tax-Deferred
Vanguard International Growth Fund (VWIGX)$15,001 - $50,000 · Tax-Deferred
DFA US Large Company Portfolio (DFUSX)$250,001 - $500,000 · Tax-Deferred
Fidelity International Index Fund (FSPSX)$15,001 - $50,000 · Tax-Deferred
Hartford Schroders US MidCap Opportunities Fund Class SDR (SMDRX)$50,001 - $100,000 · Tax-Deferred
John Hancock Income Fund Class R6 (JSNWX)$50,001 - $100,000 · Tax-Deferred
Nuveen Small Cap Blend Index Fund R6 (TISBX)$50,001 - $100,000 · Tax-Deferred
The Bond Fund of America, Class R-6 Shares (RBFGX)$50,001 - $100,000 · Tax-Deferred
American Fds 2040 Target Date Retirement Fd Cl R4 (RDGTX)$1,001 - $15,000 · Tax-Deferred
…12 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
stateCA
officeRepresentative, CA-45
sourceHOUSE_CLERK_FD
chamberhouse
filing idhouse-fd-10074943
report urlhttps://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10074943.pdf
scraped at2026-09-14T10:31:14.917Z
asset count52
bioguide idT000491
filing date2026-08-13
filing year2025
member lastTran
member nameDerek Tran
report typeAnnual
member firstDerek
content parsedtrue
report subtypeAnnual Report
state district45
liability count3

assets (52)

ownertickerlocationasset nameasset typerow numberdescriptionincome typevalue rangeincome rangeasset subtype
SP——Bank of America bank accountBA1—None$50,001 - $100,000——
———Chase bank accountBA2—None$15,001 - $50,000——
SP—Anaheim, CA, USNguyen Win, Inc.OL3Operates True Care Pharmacy; estimate, K1 not yet available.Partnership income$1,000,001 - $5,000,000$100,001 - $1,000,000—
———Pacific Life (fixed annuity)FN4—Tax-Deferred$50,001 - $100,000——
——Stanton, CA, USResidential real propertyRP5Residential property previously co-owned with filer's sister-in-law, who resides in the unit without paying rent. Sister-in-law assumed full ownership in 2025.NoneNone——
——Huntington Beach, CA, USThe Tran Firm, Inc.OL6Law firm; Firm sold most of its assets Dec. 2023, with payments to be made monthly over 48 months. Income received in 2025 is estimated capital gain from the sale. Value represents cash in firm bank account.Capital Gains$15,001 - $50,000$100,001 - $1,000,000—
———USAA bank accountBA7—Interest$1,001 - $15,000None—
———BitcoinCT8—None$15,001 - $50,000——
———EthereumCT9—None$1,001 - $15,000——
———Shiba InuCT10—None$1,001 - $15,000——
———BitcoinCT11—None$1,001 - $15,000——
———EthereumCT12—None$15,001 - $50,000——
———Amazon.com, Inc. (AMZN)ST13—None$15,001 - $50,000——
———American Express Company (AXP)ST14—None$1,001 - $15,000——
———Apple Inc. (AAPL)ST15—None$1,001 - $15,000——
———Heico Corporation (HEI)ST16—None$1,001 - $15,000——
———NVIDIA Corporation - Common Stock (NVDA)ST17—None$1,001 - $15,000——
———Realty Income Corporation Common Stock (O)ST18—None$1,001 - $15,000——
———Starbucks Corporation (SBUX)ST19—None$1,001 - $15,000——
———Visa Inc. (V)ST20—None$1,001 - $15,000——
SP——Apple Inc. (AAPL)ST21—None$1,001 - $15,000——
SP——CVS Health Corporation (CVS)ST22—Dividends$15,001 - $50,000$201 - $1,000—
SP——Starbucks Corporation (SBUX)ST23—None$1,001 - $15,000——
SP——Harbor ETF Trust Harbor Long-Term Growers ETF (WINN)EF24—Tax-Deferred$50,001 - $100,000——
SP——Pacer US Cash Cows 100 ETF (COWZ)EF25—Tax-Deferred$50,001 - $100,000——
SP——Pacer US Small Cap Cash Cows 100 ETF (CALF)EF26—Tax-Deferred$15,001 - $50,000——
SP——Schaumburg Bank & Trust CompanyBA27—Tax-Deferred$1,001 - $15,000——
SP——Vanguard Growth ETF (VUG)EF28—Tax-Deferred$15,001 - $50,000——
SP——Vanguard S&P 500 ETF (VOO)EF29—Tax-Deferred$50,001 - $100,000——
SP——BlackRock LifePath Index 2045 Port Insti Cl (LIHIX)MF30—Tax-Deferred$50,001 - $100,000——
SP——JHF III U.S. Growth Fund Class R6 (JSGTX)MF31—Tax-Deferred$15,001 - $50,000——
SP——John Hancock Variable Insurance Trust 500 Index Trust Series 1 (JFIVX)MF32—Tax-Deferred$15,001 - $50,000——
SP——Vanguard International Growth Fund (VWIGX)MF33—Tax-Deferred$15,001 - $50,000——
SP——DFA US Large Company Portfolio (DFUSX)MF34—Tax-Deferred$250,001 - $500,000——
SP——Fidelity International Index Fund (FSPSX)MF35—Tax-Deferred$15,001 - $50,000——
SP——Hartford Schroders US MidCap Opportunities Fund Class SDR (SMDRX)MF36—Tax-Deferred$50,001 - $100,000——
SP——John Hancock Income Fund Class R6 (JSNWX)MF37—Tax-Deferred$50,001 - $100,000——
SP——Nuveen Small Cap Blend Index Fund R6 (TISBX)MF38—Tax-Deferred$50,001 - $100,000——
SP——The Bond Fund of America, Class R-6 Shares (RBFGX)MF39—Tax-Deferred$50,001 - $100,000——
———American Fds 2040 Target Date Retirement Fd Cl R4 (RDGTX)MF40—Tax-Deferred$1,001 - $15,000——
———Principal Fds, Inc. LargeCap S&P 500 Idx Fd Instl Cl (PLFIX)MF41—Tax-Deferred$15,001 - $50,000——
———Principal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl (PSSIX)MF42—Tax-Deferred$15,001 - $50,000——
———Principal Funds, Inc. - Diversified International Fund Class R-6 (PDIFX)MF43—Tax-Deferred$1,001 - $15,000——
———Principal Funds, Inc. - Equity Income, Class J (PEIJX)MF44—Tax-Deferred$15,001 - $50,000——
———Principal Funds, Inc. -SmallCap Growth Fund I (PCSMX)MF45—Tax-Deferred$15,001 - $50,000——
———Principal Funds, Inc. -SmallCap Value Fund II (PSMVX)MF46—Tax-Deferred$15,001 - $50,000——
———Principal Funds, Inc.- LargeCap Growth Fund I (PLCGX)MF47—Tax-Deferred$15,001 - $50,000——
———BitcoinCT48—None$1,001 - $15,000——
DC—NVVictory Capital 529 Age-Based Option 9-11: Moderate Portfolio5F49—Tax-Deferred$15,001 - $50,000——
DC—NVVictory Capital 529 Moderate Portfolio5F50—Tax-Deferred$1,001 - $15,000——
DC—NVVictory Capital 529 Very Aggressive Portfolio5F51—Tax-Deferred$1,001 - $15,000——
DC—NVVictory Capital 529 Age-Based Option 3-4: Very Aggressive Portfolio5F52—Tax-Deferred$1,001 - $15,000——

liabilities (3)

debtorcommentcreditorincurredlocationrate termrow numberamount rangeliability type
—Mortgage assumed by filer's sister-in-law in 2025, in connection with her taking ownership of the property.ChaseApril 2021——1$500,001 - $1,000,000Mortgage on Stanton, CA residential property
——Rocket MortgageSeptember 2025——2$250,001 - $500,000Mortgage on personal residence
JT—LakeviewFebruary 2022——3$1,000,001 - $5,000,000Mortgage on personal residence

Original filing document