Donald J. Bacon — 2025 financial disclosure

2026-09-09 · 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 type	Amendment
Filing year	2025
Chamber	house
Athene Life Insurance (Whole)	$15,001 - $50,000 · Dividends · $1 - $200
Athene Life Insurance (Whole)	$50,001 - $100,000 · Dividends · $201 - $1,000
COBALT Federal Credit Union	$15,001 - $50,000 · Dividends · $1 - $200
Hay Field	$250,001 - $500,000 · Rent · $201 - $1,000
US Bank Savings Account	$1,001 - $15,000 · Dividends · $1 - $200
US Bank Savings Account	$15,001 - $50,000 · Dividends · $1,001 - $2,500
Blue Owl Technology Fin Corp Note 6.12500% 01/23/2031 Call Make Whole	$1,001 - $15,000 · Dividends · None
BNP Paribas Mtn Zero Coupon 6/11/2029	$15,001 - $50,000 · Dividends · None
BNP Paribas Mtn Zero Cpn 06/11/2029	$15,001 - $50,000 · Dividends · None
Carlyle Secured Lending Inc Note 6.75000% 02/18/2030 Call Make Whole	$1,001 - $15,000 · Dividends · None
Carlyle Structured Lending Note 872280AA0	$15,001 - $50,000 · Dividends · None
iShares Core S&P 500 ETF (IVV)	$15,001 - $50,000 · Capital Gains, Dividends · None
iShares Core S&P 500 ETF (IVV)	$1,001 - $15,000 · None
iShares Core S&P 500 ETF (IVV)	$50,001 - $100,000 · Dividends · None
iShares Core S&P 500 ETF (IVV)	$1,001 - $15,000 · None
iShares Core S&P 500 ETF (IVV)	$1,001 - $15,000 · None
MSD INVT Corp Sec B Note 55354LAB5	$15,001 - $50,000 · Dividends · None
Oaktree Specialty Lending Note 6.34000% 02/27/2030 Call Make Whole	$1,001 - $15,000 · Dividends · None
Schwab Emerging Markets Equity ETF (SCHE)	$1,001 - $15,000 · None
Schwab Emerging Markets Equity ETF (SCHE)	$1,001 - $15,000 · Capital Gains, Dividends · None
Schwab Emerging Markets Equity ETF (SCHE)	$1,001 - $15,000 · Dividends · None
Schwab International Equity ETF (SCHF)	$15,001 - $50,000 · None
Schwab International Equity ETF (SCHF)	$15,001 - $50,000 · Dividends · None
Schwab International Equity ETF (SCHF)	$15,001 - $50,000 · Dividends · None
Schwab International Small-Cap Equity ETF (SCHC)	$1,001 - $15,000 · Dividends · None
Schwab International Small-Cap Equity ETF (SCHC)	$1,001 - $15,000 · Dividends · None
Schwab International Small-Cap Equity ETF (SCHC)	$1,001 - $15,000 · None
Schwab U.S. Mid Cap ETF (SCHM)	$1,001 - $15,000 · None
Schwab U.S. Mid Cap ETF (SCHM)	$1,001 - $15,000 · Dividends · None
Schwab U.S. Mid Cap ETF (SCHM)	$1,001 - $15,000 · Dividends · None
Schwab US Dividend Equity ETF (SCHD)	$1,001 - $15,000 · None
Schwab US Dividend Equity ETF (SCHD)	$1,001 - $15,000 · Dividends · None
State Street SPDR Portfolio S&P 500 Value ETF (SPYV)	$15,001 - $50,000 · None
State Street SPDR Portfolio S&P 500 Value ETF (SPYV)	$1,001 - $15,000 · None
State Street SPDR Portfolio S&P 500 Value ETF (SPYV)	$1,001 - $15,000 · None
State Street SPDR Portfolio S&P 500 Value ETF (SPYV)	$1,001 - $15,000 · Dividends · None
State Street SPDR Portfolio S&P 500 Value ETF (SPYV)	$15,001 - $50,000 · Dividends · None
State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)	$1,001 - $15,000 · Dividends · None
State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)	$1,001 - $15,000 · None
State Street SPDR S&P 600 Small Cap Value ETF (SLYV)	$1,001 - $15,000 · Dividends · None
…	34 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	Republican
state	NE
office	Representative, NE-02
source	HOUSE_CLERK_FD
chamber	house
filing id	house-fd-10081069
report url	https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10081069.pdf
scraped at	2026-10-05T10:30:21.086Z
asset count	74
bioguide id	B001298
filing date	2026-09-09
filing year	2025
member last	Bacon
member name	Donald J. Bacon
report type	Amendment
member first	Donald J.
content parsed	true
report subtype	Amendment Report
state district	02
liability count	1

assets (74)

owner	ticker	location	asset name	asset type	row number	description	income type	value range	income range	asset subtype
SP	—	—	Athene Life Insurance (Whole)	WU	1	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Athene Life Insurance (Whole)	WU	2	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
JT	—	—	COBALT Federal Credit Union	BA	3	—	Dividends	$15,001 - $50,000	$1 - $200	—
JT	—	Papillion, NE, US	Hay Field	FA	4	Neighbor bails the hay from our property. Tyler Krapp Farms pays for the hay.	Rent	$250,001 - $500,000	$201 - $1,000	—
SP	—	—	US Bank Savings Account	BA	5	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	US Bank Savings Account	BA	6	—	Dividends	$15,001 - $50,000	$1,001 - $2,500	—
—	—	—	Blue Owl Technology Fin Corp Note 6.12500% 01/23/2031 Call Make Whole	CS	7	Details are on Transactions Page	Dividends	$1,001 - $15,000	None	—
SP	—	—	BNP Paribas Mtn Zero Coupon 6/11/2029	CS	8	Purchased by Stevens Capital Partners	Dividends	$15,001 - $50,000	None	—
—	—	—	BNP Paribas Mtn Zero Cpn 06/11/2029	CS	9	Purchased by Stevens Capital Partners	Dividends	$15,001 - $50,000	None	—
SP	—	—	Carlyle Secured Lending Inc Note 6.75000% 02/18/2030 Call Make Whole	CS	10	Details are on transactions page	Dividends	$1,001 - $15,000	None	—
—	—	—	Carlyle Structured Lending Note 872280AA0	CS	11	Purchased by Stevens Capital Partners	Dividends	$15,001 - $50,000	None	—
—	—	—	iShares Core S&P 500 ETF (IVV)	EF	12	Just purchased, no income yet	Capital Gains, Dividends	$15,001 - $50,000	None	—
SP	—	—	iShares Core S&P 500 ETF (IVV)	EF	13	Stevens Capital Partners purchased in portfolio	None	$1,001 - $15,000	—	—
SP	—	—	iShares Core S&P 500 ETF (IVV)	EF	14	Stevens Capital Partners purchased 5/22/2026	Dividends	$50,001 - $100,000	None	—
—	—	—	iShares Core S&P 500 ETF (IVV)	EF	15	Stevens Capital Partners purchased in portfolio	None	$1,001 - $15,000	—	—
—	—	—	iShares Core S&P 500 ETF (IVV)	EF	16	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
—	—	—	MSD INVT Corp Sec B Note 55354LAB5	CS	17	Purchased by Stevens Capital Partners	Dividends	$15,001 - $50,000	None	—
SP	—	—	Oaktree Specialty Lending Note 6.34000% 02/27/2030 Call Make Whole	CS	18	Details are on transactions page	Dividends	$1,001 - $15,000	None	—
—	—	—	Schwab Emerging Markets Equity ETF (SCHE)	EF	19	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
—	—	—	Schwab Emerging Markets Equity ETF (SCHE)	EF	20	Just purchased 5/12/26, no income yet	Capital Gains, Dividends	$1,001 - $15,000	None	—
SP	—	—	Schwab Emerging Markets Equity ETF (SCHE)	EF	21	Stevens Capital Partners purchased 5/22/2026	Dividends	$1,001 - $15,000	None	—
—	—	—	Schwab International Equity ETF (SCHF)	EF	22	Purchased by Stevens Capital Partners	None	$15,001 - $50,000	—	—
—	—	—	Schwab International Equity ETF (SCHF)	EF	23	Just purchased 5/12/26, no income yet	Dividends	$15,001 - $50,000	None	—
SP	—	—	Schwab International Equity ETF (SCHF)	EF	24	Stevens Capital Partners purchased 5/22/2026	Dividends	$15,001 - $50,000	None	—
—	—	—	Schwab International Small-Cap Equity ETF (SCHC)	EF	25	Just purchased 5/12/26, no income yet	Dividends	$1,001 - $15,000	None	—
SP	—	—	Schwab International Small-Cap Equity ETF (SCHC)	EF	26	Stevens Capital Partners purchased 5/22/2026	Dividends	$1,001 - $15,000	None	—
—	—	—	Schwab International Small-Cap Equity ETF (SCHC)	EF	27	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
—	—	—	Schwab U.S. Mid Cap ETF (SCHM)	EF	28	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
—	—	—	Schwab U.S. Mid Cap ETF (SCHM)	EF	29	Stevens Capital Partners purchased 5/12/26 & 5/21/26	Dividends	$1,001 - $15,000	None	—
SP	—	—	Schwab U.S. Mid Cap ETF (SCHM)	EF	30	Stevens Capital Partners purchased 5/22/2026	Dividends	$1,001 - $15,000	None	—
SP	—	—	Schwab US Dividend Equity ETF (SCHD)	EF	31	Stevens Capital Partners purchased in portfolio	None	$1,001 - $15,000	—	—
—	—	—	Schwab US Dividend Equity ETF (SCHD)	EF	32	Stevens Capital Partners purchased in portfolio	Dividends	$1,001 - $15,000	None	—
—	—	—	State Street SPDR Portfolio S&P 500 Value ETF (SPYV)	EF	33	Purchased by Stevens Capital Partners	None	$15,001 - $50,000	—	—
SP	—	—	State Street SPDR Portfolio S&P 500 Value ETF (SPYV)	EF	34	Stevens Capital Partners purchased in portfolio	None	$1,001 - $15,000	—	—
—	—	—	State Street SPDR Portfolio S&P 500 Value ETF (SPYV)	EF	35	Stevens Capital Partners purchased in portfolio	None	$1,001 - $15,000	—	—
—	—	—	State Street SPDR Portfolio S&P 500 Value ETF (SPYV)	EF	36	Stevens Capital Partners purchased 5/12/26 & 5/21/26	Dividends	$1,001 - $15,000	None	—
SP	—	—	State Street SPDR Portfolio S&P 500 Value ETF (SPYV)	EF	37	Stevens Capital Partners purchased 5/22/2026	Dividends	$15,001 - $50,000	None	—
SP	—	—	State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)	EF	38	Stevens Capital Partners purchased 5/22/2026	Dividends	$1,001 - $15,000	None	—
—	—	—	State Street SPDR S&P 600 Small Cap Growth ETF (SLYG)	EF	39	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
—	—	—	State Street SPDR S&P 600 Small Cap Value ETF (SLYV)	EF	40	Just purchased 5/12/26, no income yet	Dividends	$1,001 - $15,000	None	—
—	—	—	State Street SPDR S&P 600 Small Cap Value ETF (SLYV)	EF	41	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
SP	—	—	State Street SPDR S&P 600 Small Cap Value ETF (SLYV)	EF	42	Stevens Capital Partners purchased 5/22/2026	Dividends	$1,001 - $15,000	None	—
—	—	—	Stepstone Private Markets Class I (XPMIX)	MF	43	Stevens Capital Partners bought 5/22/2026	None	$15,001 - $50,000	—	—
SP	—	—	StepStone Private Venture and Growth Fund - Class I Shares (XSPIX)	MF	44	Purchased by Stevens Capital Partners	None	$15,001 - $50,000	—	—
—	—	—	Trinity Cap Inc Note Call Make Whole 7.00000% 505/21/2031	CS	45	Details are on transactions page	Dividends	$1,001 - $15,000	None	—
SP	—	—	Vanguard Growth ETF (VUG)	EF	46	Stevens Capital Partners purchased 5/22/2026	Dividends	$15,001 - $50,000	None	—
—	—	—	Vanguard Growth ETF (VUG)	EF	47	Purchased by Stevens Capital Partners	None	$15,001 - $50,000	—	—
—	—	—	Vanguard Growth ETF (VUG)	EF	48	Stevens Capital Partners purchased in portfolio	None	$1,001 - $15,000	—	—
SP	—	—	Vanguard Growth ETF (VUG)	EF	49	Stevens Capital Partners purchased in portfolio	None	$1,001 - $15,000	—	—
—	—	—	Vanguard Growth ETF (VUG)	EF	50	Stevens Capital Partners purchased 5/12/26 & 5/21/26	None	$15,001 - $50,000	—	—
—	—	—	Vanguard Mid-Cap Value ETF (VOE)	EF	51	Stevens Capital Partners purchased 5/12/26 & 5/21/26	Dividends	$1,001 - $15,000	None	—
SP	—	—	Vanguard Mid-Cap Value ETF (VOE)	EF	52	Stevens Capital Partners purchased 5/22/2026	Dividends	$1,001 - $15,000	None	—
—	—	—	Vanguard Mid-Cap Value ETF (VOE)	EF	53	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
—	—	—	WLGAX Delaware Ivy Large Cap Growth Cl A	MF	54	—	Capital Gains	$250,001 - $500,000	$15,001 - $50,000	—
—	—	—	Principle Investments (Prin Life Time 2030 Inst Fund)	PE	55	Pension Plan with University of Bellevue	Tax-Deferred	$15,001 - $50,000	—	—
—	—	—	Prudential Life Insurance (Universal)	WU	56	—	None	$250,001 - $500,000	—	—
—	—	—	Dimensional Short-Duration Fixed Income ETF (DFSD)	EF	57	Purchased by Stevens Capital Partners	Dividends	$1,001 - $15,000	None	—
—	—	—	Eaton Vance Total Return Bond ETF (EVTR)	EF	58	Purchased by Stevens Capital Partners	Dividends	$1,001 - $15,000	None	—
—	—	—	Franklin Mutual Shares Fund--Class A	MF	59	—	Capital Gains, Dividends	$50,001 - $100,000	$2,501 - $5,000	—
—	—	—	JPMorgan International Research Enhanced Equity ETF (JIRE)	EF	60	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
—	—	—	Schwab Emerging Markets Equity ETF (SCHE)	EF	61	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
—	—	—	Schwab International Small-Cap Equity ETF (SCHC)	EF	62	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
—	—	—	Schwab U.S. Large-Cap ETF (SCHX)	EF	63	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
—	—	—	Schwab U.S. Large-Cap ETF (SCHX)	EF	64	Stevens Capital Partners purchased in portfolio	None	$1 - $1,000	—	—
—	—	—	Schwab U.S. Mid Cap ETF (SCHM)	EF	65	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
—	—	—	Schwab U.S. Small-Cap ETF (SCHA)	EF	66	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
—	—	—	Schwab US Dividend Equity ETF (SCHD)	EF	67	Stevens Capital Partners purchased in portfolio	Dividends	$1,001 - $15,000	None	—
—	—	—	State Street SPDR Portfolio S&P 500 Value ETF (SPYV)	EF	68	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
—	—	—	State Street SPDR S&P 600 Small Cap Value ETF (SLYV)	EF	69	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
—	—	—	Vanguard FTSEEuropean ETF (VGK)	EF	70	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
—	—	—	Vanguard Growth ETF (VUG)	EF	71	Purchased by Stevens Capital Partners	None	$15,001 - $50,000	—	—
—	—	—	Vanguard Growth ETF (VUG)	EF	72	Stevens Capital Partners purchased in portfolio	None	$1,001 - $15,000	—	—
—	—	—	Vanguard Mid-Cap Value ETF (VOE)	EF	73	Purchased by Stevens Capital Partners	None	$1,001 - $15,000	—	—
JT	—	NV	Victory Capital Fund with USAA	5P	74	The fund is divided up between age-based option moderate portfolio, aggressive growth portfolio, growth portfolio and moderately aggressive portfolio.	Tax-Deferred	$15,001 - $50,000	—	—

liabilities (1)

debtor	comment	creditor	incurred	location	rate term	row number	amount range	liability type
JT	—	Citizens Bank	July 2024	—	—	1	$500,001 - $1,000,000	Mortgage on our home

Original filing document