Marsha Blackburn — 2025 financial disclosure
| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| Payflex Systems USA INC | $15,001 - $50,000 · None · None (or less than $201) |
| Strategic Sales Tactics Inc. | $1,001 - $15,000 · None · None (or less than $201) |
| American Funds Brokerage Account | -- |
| ABALX - American Funds American Balanced Fund Class A | $15,001 - $50,000 · Dividends, Capital Gains · $1,001 - $2,500 |
| AIVSX - American Funds Investment Company of America Class | $15,001 - $50,000 · Dividends, Capital Gains · $1,001 - $2,500 |
| ANWPX - American Funds New Perspective Fund Class A | $100,001 - $250,000 · Dividends, Capital Gains · $5,001 - $15,000 |
| MetLife IRA | -- |
| AB Global Dynamic Allocation Portfolio | $1,001 - $15,000 · None · None (or less than $201) |
| Invesco Balanced Risk Allocation Portfolio | $1,001 - $15,000 · None · None (or less than $201) |
| Blackrock Global Tactical Strategies Portfolio | $1,001 - $15,000 · None · None (or less than $201) |
| JP Morgan Global Active Allocation Portfolio | $1,001 - $15,000 · None · None (or less than $201) |
| BHLife Balanced Plus Portfolio | $1,001 - $15,000 · None · None (or less than $201) |
| Schroeders Global Multi-Asset Portfolio | $1,001 - $15,000 · None · None (or less than $201) |
| State of Tennessee Pension | Unascertainable · Other (Annual Pension Payment) · Other $5,138.46 |
| Pinnacle Bank | $100,001 - $250,000 · None · None (or less than $201) |
| First Horizon | $1,001 - $15,000 · Interest · None (or less than $201) |
| 529 Account - grandchild 1 | -- |
| CLBAX - American Balanced Fund Class 529-A Shares | $1,001 - $15,000 · None · None (or less than $201) |
| CICAX - The Investment Company of America Class 529-A S | $1,001 - $15,000 · None · None (or less than $201) |
| 529 Account - grandchild 3 | -- |
| CCFAX - American Funds College Fund 2036 Class 529-A | $1,001 - $15,000 · None · None (or less than $201) |
| M Financial Group | -- |
| QQQ - Invesco QQQ Trust, Series 1 | $1,001 - $15,000 · Dividends, Capital Gains · $1,001 - $2,500 |
| IWM - iShares Russell 2000 ETF | $1,001 - $15,000 · Dividends, Capital Gains · $201 - $1,000 |
| IWP - iShares Russell Mid-Cap Growth ETF | $1,001 - $15,000 · Dividends, Capital Gains · $201 - $1,000 |
| IWO - iShares Russell 2000 Growth ETF | $1,001 - $15,000 · Dividends, Capital Gains · $201 - $1,000 |
| SPY - State Street SPDR S&P 500 ETF Trust | $1,001 - $15,000 · Dividends, Capital Gains · $201 - $1,000 |
| SPYD - SPDR(R) Portfolio S&P 500 High Dividend ETF | $1,001 - $15,000 · Dividends, Capital Gains · $201 - $1,000 |
| VUG - Vanguard Growth Index Fund - ETF Shares | $1,001 - $15,000 · Dividends, Capital Gains · $1,001 - $2,500 |
| MGK - Vanguard Mega Cap Growth Index Fund - ETF Shares | $1,001 - $15,000 · Dividends, Capital Gains · $1,001 - $2,500 |
| VOOV - Vanguard S&P 500 Value Index Fund - ETF Shares | $1,001 - $15,000 · Dividends, Capital Gains · $201 - $1,000 |
| VYM - Vanguard High Dividend Yield Index Fund - ETF Shares | $1,001 - $15,000 · Dividends, Capital Gains · $201 - $1,000 |
| VGT - Vanguard Information Technology Index Fund - ETF Shares | $1,001 - $15,000 · Dividends, Capital Gains · $1,001 - $2,500 |
| M Financial Group | $100,001 - $250,000 · Interest · $2,501 - $5,000 |
| Jackson National Life Insurance Perspective II Variable and Fixed Annuity | -- |
| JNL/American Funds Growth A | $100,001 - $250,000 · None · None (or less than $201) |
| JNL/Mellon Nasdaq 100 Index A | $100,001 - $250,000 · None · None (or less than $201) |
| JNL/Newton Equity Income A | $100,001 - $250,000 · None · None (or less than $201) |
| JNL/Mellon Dow Index A | $50,001 - $100,000 · None · None (or less than $201) |
| JNL/JPMorgan MidCap Growth A | $15,001 - $50,000 · None · None (or less than $201) |
| … | 10 more assets: every one is in the complete record on this filing's page |
The complete record
| party | Republican |
| state | TN |
| office | Blackburn, Marsha (Senator) |
| source | SENATE_EFD_AFD |
| chamber | senate |
| filing id | senate-annual-4a2553f2-b133-42a1-b06c-b665b707734f |
| report url | https://efdsearch.senate.gov/search/view/annual/4a2553f2-b133-42a1-b06c-b665b707734f/ |
| scraped at | 2026-10-05T10:30:14.236Z |
| asset count | 50 |
| bioguide id | B001243 |
| filing date | 2026-09-17 |
| filing year | 2025 |
| member last | Blackburn |
| member name | Marsha Blackburn |
| report type | Annual |
| member first | Marsha |
| content parsed | true |
| report subtype | annual |
| state district | — |
| liability count | 1 |
assets (50)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| Self | — | Omaha, NE | Payflex Systems USA INC | Bank Deposit | 1 | Type: Savings | None | $15,001 - $50,000 | None (or less than $201) | — |
| Spouse | — | — | Strategic Sales Tactics Inc. | Corporate Securities | 2 | Company: Strategic Sales Tactics Inc (Brentwood, TN) Description: Marketing Consulting | None | $1,001 - $15,000 | None (or less than $201) | Non-Public Stock |
| Self | — | — | American Funds Brokerage Account | Brokerage/Managed Account | 3 | — | — | -- | — | — |
| Self | — | — | ABALX - American Funds American Balanced Fund Class A | Mutual Funds | 3.1 | — | Dividends, Capital Gains | $15,001 - $50,000 | $1,001 - $2,500 | Mutual Fund |
| Self | — | — | AIVSX - American Funds Investment Company of America Class | Mutual Funds | 3.2 | Filer comment: Capital gains and dividend reinvestment increased value above $15,000 | Dividends, Capital Gains | $15,001 - $50,000 | $1,001 - $2,500 | Mutual Fund |
| Self | — | — | ANWPX - American Funds New Perspective Fund Class A | Mutual Funds | 3.3 | — | Dividends, Capital Gains | $100,001 - $250,000 | $5,001 - $15,000 | Mutual Fund |
| Spouse | — | — | MetLife IRA | Brokerage/Managed Account | 4 | — | — | -- | — | — |
| Spouse | — | — | AB Global Dynamic Allocation Portfolio | Mutual Funds | 4.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Invesco Balanced Risk Allocation Portfolio | Mutual Funds | 4.2 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Blackrock Global Tactical Strategies Portfolio | Mutual Funds | 4.3 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | JP Morgan Global Active Allocation Portfolio | Mutual Funds | 4.4 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | BHLife Balanced Plus Portfolio | Mutual Funds | 4.5 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Schroeders Global Multi-Asset Portfolio | Mutual Funds | 4.6 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | State of Tennessee Pension | Retirement Plans | 5 | — | Other (Annual Pension Payment) | Unascertainable | Other $5,138.46 | Defined Benefit Pension Plan |
| Self | — | Nashville, TN | Pinnacle Bank | Bank Deposit | 6 | Type: Checking | None | $100,001 - $250,000 | None (or less than $201) | — |
| Spouse | — | Memphis, TN | First Horizon | Bank Deposit | 7 | Type: Checking | Interest | $1,001 - $15,000 | None (or less than $201) | — |
| Self | — | — | 529 Account - grandchild 1 | Education Savings Plans | 8 | Institution: Capital Group College America | — | -- | — | 529 College Savings Plan |
| Self | — | — | CLBAX - American Balanced Fund Class 529-A Shares | Mutual Funds | 8.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | CICAX - The Investment Company of America Class 529-A S | Mutual Funds | 8.2 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | 529 Account - grandchild 3 | Education Savings Plans | 9 | Institution: Capital Group College America | — | -- | — | 529 College Savings Plan |
| Self | — | — | CCFAX - American Funds College Fund 2036 Class 529-A | Mutual Funds | 9.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | M Financial Group | Brokerage/Managed Account | 10 | — | — | -- | — | — |
| Self | — | — | QQQ - Invesco QQQ Trust, Series 1 | Mutual Funds | 10.1 | — | Dividends, Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Exchange Traded Fund/Note |
| Self | — | — | IWM - iShares Russell 2000 ETF | Mutual Funds | 10.2 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Self | — | — | IWP - iShares Russell Mid-Cap Growth ETF | Mutual Funds | 10.3 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Self | — | — | IWO - iShares Russell 2000 Growth ETF | Mutual Funds | 10.4 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Self | — | — | SPY - State Street SPDR S&P 500 ETF Trust | Mutual Funds | 10.5 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Self | — | — | SPYD - SPDR(R) Portfolio S&P 500 High Dividend ETF | Mutual Funds | 10.6 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Self | — | — | VUG - Vanguard Growth Index Fund - ETF Shares | Mutual Funds | 10.7 | — | Dividends, Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Exchange Traded Fund/Note |
| Self | — | — | MGK - Vanguard Mega Cap Growth Index Fund - ETF Shares | Mutual Funds | 10.8 | — | Dividends, Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Exchange Traded Fund/Note |
| Self | — | — | VOOV - Vanguard S&P 500 Value Index Fund - ETF Shares | Mutual Funds | 10.9 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Self | — | — | VYM - Vanguard High Dividend Yield Index Fund - ETF Shares | Mutual Funds | 10.10 | — | Dividends, Capital Gains | $1,001 - $15,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Self | — | — | VGT - Vanguard Information Technology Index Fund - ETF Shares | Mutual Funds | 10.11 | — | Dividends, Capital Gains | $1,001 - $15,000 | $1,001 - $2,500 | Exchange Traded Fund/Note |
| Self | — | Portland, OR | M Financial Group | Bank Deposit | 10.12 | Type: Money Market Account | Interest | $100,001 - $250,000 | $2,501 - $5,000 | — |
| Self | — | — | Jackson National Life Insurance Perspective II Variable and Fixed Annuity | Life Insurance | 11 | — | — | -- | — | Variable |
| Self | — | — | JNL/American Funds Growth A | Mutual Funds | 11.1 | — | None | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | JNL/Mellon Nasdaq 100 Index A | Mutual Funds | 11.2 | — | None | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | JNL/Newton Equity Income A | Mutual Funds | 11.3 | — | None | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | JNL/Mellon Dow Index A | Mutual Funds | 11.4 | — | None | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | JNL/JPMorgan MidCap Growth A | Mutual Funds | 11.5 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | JNL/T. Rowe Price Established Growth A | Mutual Funds | 11.6 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | JNL/Mellon Information Technology Sector A | Mutual Funds | 11.7 | — | None | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | JNL/Mellon Healthcare Sector A | Mutual Funds | 11.8 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | JNL/T.Rowe Price Capital Appreciation A | Mutual Funds | 11.9 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | 529 Account - grandchild 2 | Education Savings Plans | 12 | Institution: Capital Group College America | — | -- | — | 529 College Savings Plan |
| Self | — | — | CLBAX - American Balanced Fund Class 529-A Shares | Mutual Funds | 12.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | CICAX - The Investment Company of America Class 529-A S | Mutual Funds | 12.2 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | CNPAX - NEW PERSPECTIVE FUND - Class 529-A | Mutual Funds | 12.3 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | 529 Account - grandchild 4 | Education Savings Plans | 13 | Institution: Capital Group College America | — | -- | — | 529 College Savings Plan |
| Self | — | — | CDJAX - American Funds College 2039 Fund Class 529-A | Mutual Funds | 13.1 | Filer comment: mulitple purchases below $1,000 | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
liabilities (1)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| Spouse | n/a | JPMorgan Chase Bank, NA | 2020 | Monroe, LA | 2.5% (30 year fixed) | 1 | $250,001 - $500,000 | Mortgage |