Jacklyn S Rosen
Jacklyn S Rosen Net Worth & Financial Disclosure
senateAnnual financial disclosure for 2023, filed July 26, 2024. Includes 198 assets and 2 liabilities.
Est. Net Worth
$14.1M
2023 annual disclosure
Total Assets
$7.4M - $20.9M
198 assets
Total Liabilities
$0
2 liabilities
Total Trades
9
From PTR filings
Trade Volume
$97K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2023 | $14.1M |
| 2024 | $16.1M |
| 2025 | $18.2M |
Assets by Category
Bank & Cash$33K (2)
Other$0 (6)
Top Stock Holdings (from trades)
All Assets (198)
| Asset | Value |
|---|---|
IRA Contributory | N/A |
IRA Rollover #1 | N/A |
Rollover IRA | N/A |
IRA Rollover #2 | N/A |
Self Employment IRA (SEP) | N/A |
Larry and Jacklyn Rosen Family Trust | N/A |
Charles Schwab San Francisco, CA | N/A |
Wells Fargo Portland, OR | $15,001 - $50,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| 1 | other | N/A |
| 2 | other | N/A |
Trading Sector Allocation (from PTR trades)
Healthcare$24K
Energy$33K
Consumer Cyclical$8K
Industrials$16K
Technology$8K
Communication Services$8K
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).