Caitlin Rourk Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed May 13, 2026. Includes 16 assets.

Year:

2026

Est. Net Worth

$1.8M

2026 candidate report

Total Assets

$1.1M - $2.4M

16 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Mutual Funds$1.5M (9)

ETFs$175K (1)

Other$65K (2)

Stocks$49K (3)

Bank & Cash$8K (1)

All Assets (16)

Asset	Type	Owner	Value	Income
AST SpaceMobile, Inc. - Class A Common Stock (ASTS)(ASTS)	Stocks	Joint	$1,001 - $15,000	Capital Gains
Cash	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Dell Technologies Inc. Class C Common Stock (DELL)(DELL)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
DFA Emerging Markets Portfolio I (DFEMX)(DFEMX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
DFA U.S. Micro Cap Portfolio (DFSCX)(DFSCX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
DFA US Large Company Portfolio (DFUSX)(DFUSX)	Mutual Funds	Spouse	$250,001 - $500,000	Tax-Deferred
Dimensional 2045 Target Date Retirement Income Fund Institutional Class (DRIIX)(DRIIX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
Fidelity 500 Index Fund (FXAIX)(FXAIX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Fidelity 500 Index Fund (FXAIX)(FXAIX)	Mutual Funds	Joint	$250,001 - $500,000	Capital Gains, Dividends $201 - $1,000
Fidelity Freedom Index 2045 Fund - Investor Class (FIOFX)(FIOFX)	Mutual Funds	Joint	$100,001 - $250,000	Capital Gains, Dividends $201 - $1,000
Fidelity Freedom Index 2045 Fund - Investor Class (FIOFX)(FIOFX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Fidelity Wise Origin Bitcoin Fund (FBTC)(FBTC)	ETFs	Joint	$100,001 - $250,000	Capital Gains
NH College Port. (Fidelity Index) - NHX000903 NH	Other	Spouse	$15,001 - $50,000	Tax-Deferred
NH Fidelity 500 Index - NHFSMKX98 NH	Other	Spouse	$15,001 - $50,000	Tax-Deferred
The Kraft Heinz Company - Common Stock (KHC)(KHC)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Vanguard Index Trust Total Stock Market Index Fund Institutional Share (VITSX)(VITSX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred

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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).