Ben McAdams Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed May 14, 2026. Includes 139 assets and 2 liabilities.

Year:

2026

Est. Net Worth

$6.4M

2026 candidate report

Total Assets

$3.7M - $9.5M

139 assets

Total Liabilities

$115K - $300K

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Mutual Funds$3M (57)

Other$2.1M (29)

Stocks$619K (31)

Real Estate$375K (1)

Bank & Cash$348K (19)

LLC / Partnership$208K (2)

All Assets (139)

Asset	Type	Owner	Value	Income
Common Ground Institute LLC, 100% Interest Salt Lake City, UT, US	LLC / Partnership	Joint	$100,001 - $250,000	Member distributions $100,001 - $1,000,000
Fibernet MercuryDelta	Other	Self	$1,001 - $15,000	None
Grix Onboard SPV I, LLC	Other	Joint	$1,001 - $15,000	None
Grix Pecora SPV I, LLC	Other	Joint	$15,001 - $50,000	None
Grix VC Fund I, LP	Other	Joint	$15,001 - $50,000	None
Grix VC Fund II, LP	Other	Joint	$15,001 - $50,000	None
Mercury Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Mountain America Checking	Bank & Cash	Joint	$15,001 - $50,000	Interest $201 - $1,000
Mountain America Money Market	Bank & Cash	Joint	$15,001 - $50,000	Interest $1,001 - $2,500
Paren Inc.	Other	Self	$1,001 - $15,000	None
Propvizer Inc., 100% Interest Salt Lake City, UT, US	LLC / Partnership	Joint	$15,001 - $50,000	Dividends $15,001 - $50,000
SLC Rental Property Salt Lake City, UT, US	Real Estate	Joint	$250,001 - $500,000	Rent $5,001 - $15,000
Sofi Bank	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
Sofi Bank Money Market	Bank & Cash	Joint	$15,001 - $50,000	Interest $201 - $1,000
USAA Bank	Bank & Cash	Joint	$1,001 - $15,000	Interest $201 - $1,000
Education Savings ⇒ Fidelity I529 ⇒ NH Fidelity 500 Index UT	Other	Joint	$1,001 - $15,000	None
Education Savings ⇒ Fidelity I529 ⇒ NH Total Market Index Fund UT	Other	Joint	$1,001 - $15,000	None
Education Savings ⇒ Fidelity R529 ⇒ NH Fidelity 500 Index UT	Other	Joint	$1,001 - $15,000	None
Education Savings ⇒ Fidelity R529 ⇒ NH Total Market Index Fund UT	Other	Joint	$1,001 - $15,000	None
Fidelity ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)(GOOGL)	Stocks	Joint	$15,001 - $50,000	Dividends $1 - $200
Fidelity ⇒ AST SpaceMobile, Inc. - Class A Common Stock (ASTS)(ASTS)	Stocks	Joint	$1 - $1,000	None
Fidelity ⇒ Astronics Corporation - Common Stock (ATRO)(ATRO)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Fidelity ⇒ BANKERS BK MADISON WIS CD	Bank & Cash	Joint	$15,001 - $50,000	Interest $201 - $1,000
Fidelity ⇒ BEAL BK USA LAS VEGAS NEV CD	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Fidelity ⇒ Bitcoin	Other	Joint	$1,001 - $15,000	None
Fidelity ⇒ Bitcoin ProFund - Investor Class (BTCFX)(BTCFX)	Mutual Funds	Joint	$15,001 - $50,000	Dividends $5,001 - $15,000
Fidelity ⇒ Credo Technology Group Holding Ltd - Ordinary Shares (CRDO)(CRDO)	Stocks	Joint	$1,001 - $15,000	None
Fidelity ⇒ Eli Lilly and Company Common Stock (LLY)(LLY)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Fidelity ⇒ Fidelity Government Money Market (SPAXX)(SPAXX)	Bank & Cash	Joint	$15,001 - $50,000	Interest $201 - $1,000
Fidelity ⇒ Fidelity International Index Fund (FSPSX)(FSPSX)	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Fidelity ⇒ Fidelity International Index Fund (FZILX)(FZILX)	Mutual Funds	Joint	$50,001 - $100,000	Dividends $1,001 - $2,500
Fidelity ⇒ Fidelity Total Market Index Fund (FZROX)(FZROX)	Mutual Funds	Joint	$250,001 - $500,000	Capital Gains, Dividends $2,501 - $5,000
Fidelity ⇒ Fidelity ZERO Extended Market Index Fund (FZIPX)(FZIPX)	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1 - $200
Fidelity ⇒ FIRST NATL BK AMER EAST LANS CD	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Fidelity ⇒ GOLDMAN SACHS BK USA CD	Bank & Cash	Joint	$15,001 - $50,000	Interest $201 - $1,000
Fidelity ⇒ IonQ, Inc. Common Stock (IONQ)(IONQ)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Fidelity ⇒ Meta Platforms, Inc. - Class A Common Stock (META)(META)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Fidelity ⇒ Moderna, Inc. - Common Stock (MRNA)(MRNA)	Stocks	Joint	$1,001 - $15,000	None
Fidelity ⇒ MORGAN STANLEY BK N A CD	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
Fidelity ⇒ MORGAN STANLEY PRIVATE BK NATL CD	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Fidelity ⇒ Novo Nordisk A/S Common Stock (NVO)(NVO)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Fidelity ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Fidelity ⇒ Oracle Corporation Common Stock (ORCL)(ORCL)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Fidelity ⇒ Palladyne AI Corp. - Common stock (PDYN)(PDYN)	Stocks	Joint	$1 - $1,000	Dividends $1 - $200
Fidelity ⇒ Penguin Solutions, Inc. - Common Stock (PENG)(PENG)	Stocks	Joint	$1,001 - $15,000	None
Fidelity ⇒ Phio Pharmaceuticals Corp. - Common Stock (PHIO)(PHIO)	Stocks	Joint	$1 - $1,000	None
Fidelity ⇒ PROGROWTH BANK CD	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Fidelity ⇒ Quantum Computing Inc. - Common Stock (QUBT)(QUBT)	Stocks	Joint	$1 - $1,000	Dividends $1 - $200
Fidelity ⇒ SAFRA NATL BANK NEW YORK NY CD	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Fidelity ⇒ Salesforce, Inc. Common Stock (CRM)(CRM)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Fidelity ⇒ SALLIE MAE BK MURRAY UTAH CD	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Fidelity ⇒ STEARNS BK NA ST CLOUD MINN CD	Bank & Cash	Joint	$1,001 - $15,000	Interest $201 - $1,000
Fidelity ⇒ TRIAD BK FRONTENAC MO CD	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Fidelity ⇒ Ultragenyx Pharmaceutical Inc. - Common Stock (RARE)(RARE)	Stocks	Joint	$1,001 - $15,000	None
Fidelity ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX)(VRTX)	Stocks	Joint	$1,001 - $15,000	None
Fidelity ⇒ WELLS FARGO BANK NATL ASSN CD	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Retirement ⇒ Thrift Savings Plan – C Fund, 100% Interest	Other	Self	$15,001 - $50,000	None
Retirement ⇒ Thrift Savings Plan – I Fund, 100% Interest	Other	Self	$50,001 - $100,000	None
Retirement ⇒ Thrift Savings Plan – L 2040, 100% Interest	Other	Self	$100,001 - $250,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ American Century Small Cap Growth Fund R6 Cl (ANODX)(ANODX)	Mutual Funds	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ American Century Small Cap Growth Fund R6 Cl (ANODX)(ANODX)	Mutual Funds	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ American Century Small Cap Growth Fund R6 Cl (ANODX)(ANODX)	Mutual Funds	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Spouse	$250,001 - $500,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Emerging Markets Fund Class S (REMSX)(REMSX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity 500 Index Fund (FXAIX)(FXAIX)	Mutual Funds	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity 500 Index Fund (FXAIX)(FXAIX)	Mutual Funds	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity 500 Index Fund (FXAIX)(FXAIX)	Mutual Funds	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity Global ex U.S. Index Fund (FSGGX)(FSGGX)	Mutual Funds	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity Global ex U.S. Index Fund (FSGGX)(FSGGX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity Global ex U.S. Index Fund (FSGGX)(FSGGX)	Mutual Funds	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity Inflation-Protected Bond Index Fund (FIPDX)(FIPDX)	Mutual Funds	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity Inflation-Protected Bond Index Fund (FIPDX)(FIPDX)	Mutual Funds	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity Inflation-Protected Bond Index Fund (FIPDX)(FIPDX)	Mutual Funds	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity Real Estate Index Fund (FSRNX)(FSRNX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity Real Estate Index Fund (FSRNX)(FSRNX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity Real Estate Index Fund (FSRNX)(FSRNX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity Total Bond K6 Fund (FTKFX)(FTKFX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity Total Bond K6 Fund (FTKFX)(FTKFX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity Total Bond K6 Fund (FTKFX)(FTKFX)	Mutual Funds	Spouse	$1,001 - $15,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity Total Market Index Fund (FZROX)(FZROX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity U.S. Bond Index Fund (FXNAX)(FXNAX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity U.S. Bond Index Fund (FXNAX)(FXNAX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Fidelity U.S. Bond Index Fund (FXNAX)(FXNAX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Global Equity Fund Class S (RGESX)(RGESX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Global Infrastructure Fund Class S (RGISX)(RGISX)	Mutual Funds	Spouse	$1,001 - $15,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Global Real Estate Securities Fund Class S (RRESX)(RRESX)	Mutual Funds	Spouse	$1,001 - $15,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ International Developed Markets Fund Class S (RINTX)(RINTX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Invesco Capital Appreciation Fund Class A (OPTFX)(OPTFX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ IonQ, Inc. Common Stock (IONQ)(IONQ)	Stocks	Spouse	$1 - $1,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ iShares Core S&P 500 ETF Option Class A (IOVAX)(IOVAX)	Mutual Funds	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Multi-Asset Strategy Fund Class S (RMGSX)(RMGSX)	Mutual Funds	Spouse	$1,001 - $15,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Spouse	$1,001 - $15,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Opportunistic Credit Fund Class S (RGCSX)(RGCSX)	Mutual Funds	Spouse	$1,001 - $15,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Strategic Bond Fund Class S (RFCTX)(RFCTX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ U.S. Small Cap Equity Fund Class S (RLESX)(RLESX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ U.S. Strategic Equity Fund Class S (RSESX)(RSESX)	Mutual Funds	Spouse	$100,001 - $250,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Vanguard Target Retirement 2040 Fund (VFORX)(VFORX)	Mutual Funds	Spouse	$100,001 - $250,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Vanguard Target Retirement 2040 Fund – University of Utah 401(a), 100% Interest	Other	Spouse	$100,001 - $250,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Vanguard Target Retirement 2040 Fund – University of Utah 457B, 100% Interest	Other	Spouse	$100,001 - $250,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Vanguard Target Retirement 2045 Fund (VTIVX)(VTIVX)	Mutual Funds	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Vanguard Target Retirement 2045 Fund – University of Utah 401(a), 100% Interest	Other	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Vanguard Target Retirement 2045 Fund – University of Utah 457B, 100% Interest	Other	Spouse	$15,001 - $50,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Vanguard Windsor II Fund Admiral Shares (VWNAX)(VWNAX)	Mutual Funds	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Vanguard Windsor II Fund Admiral Shares (VWNAX)(VWNAX)	Mutual Funds	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Fidelity Spouse ⇒ Vanguard Windsor II Fund Admiral Shares (VWNAX)(VWNAX)	Mutual Funds	Spouse	$50,001 - $100,000	None
Retirement (Spouse) ⇒ Invesco ⇒ Invesco Capital Appreciation Fund Class A (OPTFX)(OPTFX)	Mutual Funds	Spouse	$15,001 - $50,000	None
Retirement ⇒ Fidelity 401A ⇒ Vanguard Target Retirement 2040 Fund (VFORX)(VFORX)	Mutual Funds	Self	$1,001 - $15,000	None
Retirement ⇒ Fidelity 403B ⇒ Vanguard Target Retirement 2040 Fund (VFORX)(VFORX)	Mutual Funds	Self	$15,001 - $50,000	None
Retirement ⇒ Fidelity 457B ⇒ Vanguard Target Retirement 2040 Fund (VFORX)(VFORX)	Mutual Funds	Self	$50,001 - $100,000	None
Retirement ⇒ Fidelity SEP IRA ⇒ Advanced Micro Devices, Inc. (AMD)(AMD)	Stocks	Self	$1,001 - $15,000	None
Retirement ⇒ Fidelity SEP IRA ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$1,001 - $15,000	None
Retirement ⇒ Fidelity SEP IRA ⇒ Bitcoin ProFund - Investor Class (BTCFX)(BTCFX)	Mutual Funds	Self	$1,001 - $15,000	None
Retirement ⇒ Fidelity SEP IRA ⇒ Duolingo, Inc. - Class A Common Stock (DUOL)(DUOL)	Stocks	Self	$1,001 - $15,000	None
Retirement ⇒ Fidelity SEP IRA ⇒ Fidelity 500 Index Fund (FXAIX)(FXAIX)	Mutual Funds	Self	$1,001 - $15,000	None
Retirement ⇒ Fidelity SEP IRA ⇒ Fidelity International Index Fund (FZILX)(FZILX)	Mutual Funds	Self	$15,001 - $50,000	None
Retirement ⇒ Fidelity SEP IRA ⇒ Fidelity NASDAQ Composite Index (FNCMX)(FNCMX)	Mutual Funds	Self	$1,001 - $15,000	None
Retirement ⇒ Fidelity SEP IRA ⇒ Fidelity Total Market Index Fund (FZROX)(FZROX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Retirement ⇒ Fidelity SEP IRA ⇒ IonQ, Inc. Common Stock (IONQ)(IONQ)	Stocks	Self	$1,001 - $15,000	None
Retirement ⇒ Fidelity SEP IRA ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Self	$15,001 - $50,000	None
Retirement ⇒ Fidelity SEP IRA ⇒ SoFi Technologies, Inc. - Common Stock (SOFI)(SOFI)	Stocks	Self	$1,001 - $15,000	None
Retirement ⇒ Fidelity SEP IRA ⇒ SoundHound AI, Inc. - Class A Common Stock (SOUN)(SOUN)	Stocks	Self	$1 - $1,000	None
Retirement ⇒ Fidelity SEP IRA ⇒ Twilio Inc. Class A Common Stock (TWLO)(TWLO)	Stocks	Self	$1,001 - $15,000	None
Retirement ⇒ Fidelity SEP IRA ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX)(VRTX)	Stocks	Self	$1,001 - $15,000	None
Retirement ⇒ Fidelity SEP IRA ⇒ Xcel Energy Inc. (XEL)(XEL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Retirement ⇒ Invesco ⇒ Invesco Main Street All Cap Fund Class A (OMSOX)(OMSOX)	Mutual Funds	Self	$15,001 - $50,000	None
Retirement ⇒ Utah Retirement Systems ⇒ Utah Retirement Systems – Bond Fund, 100% Interest	Other	Self	$50,001 - $100,000	None
Retirement ⇒ Utah Retirement Systems ⇒ Utah Retirement Systems – International Fund, 100% Interest	Other	Self	$50,001 - $100,000	None
Retirement ⇒ Utah Retirement Systems ⇒ Utah Retirement Systems – Large Cap Growth Fund, 100% Interest	Other	Self	$250,001 - $500,000	None
Retirement ⇒ Utah Retirement Systems ⇒ Utah Retirement Systems – Large Cap Value Fund, 100% Interest	Other	Self	$100,001 - $250,000	None
Retirement ⇒ Utah Retirement Systems ⇒ Utah Retirement Systems – Small Cap Fund, 100% Interest	Other	Self	$100,001 - $250,000	None
Retirement ⇒ Utah Retirement Systems ⇒ URSDB ⇒ Utah Retirement Systems	Other	Self	$100,001 - $250,000	None
Retirement ⇒ Utah Retirement Systems 457 Savings ⇒ Utah Retirement Systems – Bond Fund, 100% Interest	Other	Self	$1,001 - $15,000	None
Retirement ⇒ Utah Retirement Systems 457 Savings ⇒ Utah Retirement Systems – International Fund, 100% Interest	Other	Self	$1,001 - $15,000	None
Retirement ⇒ Utah Retirement Systems 457 Savings ⇒ Utah Retirement Systems – Large Cap Value Fund, 100% Interest	Other	Self	$15,001 - $50,000	None
Retirement ⇒ Utah Retirement Systems 457 Savings ⇒ Utah Retirement Systems – Small Cap Fund, 100% Interest	Other	Self	$15,001 - $50,000	None
Retirement ⇒ Utah Retirement Systems 457 Savings ⇒ Utah Retirement Systems 457 – Large Cap Growth, 100% Interest	Other	Self	$15,001 - $50,000	None
Retirement ⇒ Vanguard ⇒ Acadian All Country World ex US Equity CIT Fund Class C (AACWIX)(AACWIX)	Mutual Funds	Self	$1,001 - $15,000	None
Retirement ⇒ Vanguard ⇒ Vanguard Bond Index Fund Total Bond Mkt Index Fund Institutional Share (VBTIX)(VBTIX)	Mutual Funds	Self	$1,001 - $15,000	None
Retirement ⇒ Vanguard ⇒ Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)(VIIIX)	Mutual Funds	Self	$50,001 - $100,000	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
PennyMac	mortgage	$100,001 - $250,000	—	—
Mohela	student loan	$15,001 - $50,000	—	—

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).