John Kevin Ellzey Net Worth & Financial Disclosure

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Annual financial disclosure for 2024, filed August 13, 2025. Includes 57 assets and 1 liabilities.

Year:

2024

Est. Net Worth

$8.5M

2024 annual disclosure

Total Assets

$3.6M - $14M

57 assets

Total Liabilities

$250K - $500K

1 liabilities

Total Trades

From PTR filings

Trade Volume

$33K

Midpoint of disclosed ranges

Assets by Category

Bank & Cash$3.5M (7)

Real Estate$3M (1)

Mutual Funds$1.2M (24)

Other$1M (12)

Insurance$146K (13)

Top Stock Holdings (from trades)

All Assets (57)

Asset	Type	Owner	Value	Income
Fidelity Government Income	Mutual Funds	Self	$1 - $1,000	Capital Gains, Dividends
FirstBank Southwest Certificates of Deposit	Bank & Cash	Self	$1,000,001 - $5,000,000	Interest
Franklin Mutual Shares Fund - Class A	Mutual Funds	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Global Life Insurance #9920	Insurance	Self	$15,001 - $50,000	Tax-Deferred
Inherited house Imperial Beach, CA, US	Real Estate	Self	$1,000,001 - $5,000,000	None
Liberty National Life Insurance #1475	Insurance	Self	$1,001 - $15,000	Tax-Deferred
Liberty National Life Insurance #3040	Insurance	Spouse	$1 - $1,000	Tax-Deferred
Liberty National Life Insurance #3807	Insurance	Self	$1,001 - $15,000	Tax-Deferred
Liberty National Life Insurance #5655	Insurance	Self	$1,001 - $15,000	Tax-Deferred
Liberty National Life Insurance #5901	Insurance	Self	$1,001 - $15,000	Tax-Deferred
Liberty National Life Insurance #6728	Insurance	Self	$1,001 - $15,000	Tax-Deferred
Liberty National Life Insurance #7701	Insurance	Self	$1,001 - $15,000	Tax-Deferred
Liberty National Life Insurance #9707	Insurance	Self	$15,001 - $50,000	Tax-Deferred
Navy Federal Credit Union Checking Account	Bank & Cash	Joint	$50,001 - $100,000	Dividends $1 - $200
Navy Federal Credit Union Savings Account	Bank & Cash	Joint	$15,001 - $50,000	Dividends $1 - $200
Navy Mutual Permanent "Plus"	Insurance	Self	$1,001 - $15,000	Tax-Deferred
Oil, gas, and mineral rights Ochiltree County, TX, US	Other	Self	$15,001 - $50,000	Royalties $201 - $1,000
Third Coast Bank Certificate of Deposit	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $2,500
TransPremier Life Insurance #6922	Insurance	Spouse	$1,001 - $15,000	Tax-Deferred
TransPremier Life Insurance #8466	Insurance	Spouse	$1,001 - $15,000	Tax-Deferred
TransPremier Life Insurance #8467	Insurance	Spouse	$1,001 - $15,000	Tax-Deferred
USAA 529 Age-Based Option 12-13 Moderately Conservative Portfolio TX	Other	Self	$50,001 - $100,000	Tax-Deferred
USAA 529 Age-Based Option 14-15 Conservative Portfolio TX	Other	Self	$50,001 - $100,000	Tax-Deferred
Ellis Family Trust ⇒ First Perryton Bancorp, Inc.	Other	Self	$500,001 - $1,000,000	Dividends $50,001 - $100,000
Ellis Family Trust ⇒ FirstBank Southwest Checking Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Ellis Family Trust ⇒ FirstBank Southwest Money Market Account	Bank & Cash	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Ellis Family Trust ⇒ Ochiltree County Farmland #1 Ochiltree County, TX, US	Other	Self	$1,001 - $15,000	Rent $1 - $200
Ellis Family Trust ⇒ Ochiltree County Farmland #2 Ochiltree County, TX, US	Other	Self	$15,001 - $50,000	None
Ellis Family Trust ⇒ Ochiltree County Farmland #3 Ochiltree County, TX, US	Other	Self	$1,001 - $15,000	Rent $1 - $200
Ellis Family Trust ⇒ Ochiltree County Farmland #4 Ochiltree County, TX, US	Other	Self	$1,001 - $15,000	None
Ellis Family Trust ⇒ Ochiltree County Farmland #5 Ochiltree County, TX, US	Other	Self	$1,001 - $15,000	None
Ellis Family Trust ⇒ Ochiltree County Farmland #6 Ochiltree County, TX, US	Other	Self	$1,001 - $15,000	None
Ellis Family Trust ⇒ Ochiltree County Farmland #7 Ochiltree County, TX, US	Other	Self	$1,001 - $15,000	None
Ellis Family Trust ⇒ Ochiltree County farmland #8 Ochiltree County, TX, US	Other	Self	$1,001 - $15,000	None
Fidelity Roth IRA ⇒ Fidelity Advisor Equity Income	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Fidelity Roth IRA ⇒ Fidelity Advisor Government Income	Mutual Funds	Self	$1 - $1,000	Tax-Deferred
Fidelity Roth IRA ⇒ Fidelity Advisor International Discovery	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Fidelity Roth IRA ⇒ Fidelity Advisor Mid Cap II Fund	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Fidelity Roth IRA ⇒ Fidelity Advisor New Insights Fund	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Fidelity Roth IRA ⇒ Fidelity Advisor Small Cap Fund	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Fidelity Roth IRA ⇒ Fidelity Advisor Strategic Income Fund	Mutual Funds	Self	$1 - $1,000	Tax-Deferred
John K. Ellzey Beneficiary IRA ⇒ Artisan High Income Fund Investor Shares(ARTFX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
John K. Ellzey Beneficiary IRA ⇒ Cohen & Steers Institutional Realty Shs Inc(CSRIX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
John K. Ellzey Beneficiary IRA ⇒ Emerging Markets Core Equity 2 Portfolio(DFCEX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
John K. Ellzey Beneficiary IRA ⇒ Federated Money Market Fund #117	Bank & Cash	Self	$15,001 - $50,000	Tax-Deferred
John K. Ellzey Beneficiary IRA ⇒ Frost Core Growth Equity Fund Insti Class(FICEX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
John K. Ellzey Beneficiary IRA ⇒ Frost Credit Fund Institutional Class(FCFIX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
John K. Ellzey Beneficiary IRA ⇒ Frost Low Duration Bond Fund Insti Class(FILDX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
John K. Ellzey Beneficiary IRA ⇒ Frost Total Return Bond Fund Investor Class Shares(FATRX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
John K. Ellzey Beneficiary IRA ⇒ International Core Equity 2 Portfolio(DFIEX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
John K. Ellzey Beneficiary IRA ⇒ MFS Value Fund Class R6(MEIKX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
John K. Ellzey Beneficiary IRA ⇒ Nuveen Large Cap Growth Index Fund R6(TILIX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
John K. Ellzey Beneficiary IRA ⇒ The Hartford World Bond Fd Cl I(HWDIX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
John K. Ellzey Beneficiary IRA ⇒ Vanguard Mid-Cap Index Fund Admiral Shares(VIMAX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
John K. Ellzey Beneficiary IRA ⇒ Vanguard Small Cap Index Fd Admiral Shs(VSMAX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Southwest Airlines Co. Retirement Savings Plan ⇒ Vanguard Target Retirement 2035 Fund(VTTHX)	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
Southwest Airlines Pilots Association Retirement Savings Plan ⇒ American Funds 2035 Target Date Retirement Fd Cl R-6(RFFTX)	Mutual Funds	Self	$250,001 - $500,000	Tax-Deferred

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Reliance First Capital LLC	mortgage	$250,001 - $500,000	—	—

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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).