Kimberly Overman Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed May 29, 2026. Includes 7 assets and 3 liabilities.

Year:

2026

Est. Net Worth

-$244K

2026 candidate report

Total Assets

$75K - $202K

7 assets

Total Liabilities

$215K - $550K

3 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Retirement & Pension$75K (1)

Stocks$33K (1)

Mutual Funds$24K (3)

ETFs$7K (1)

Other$0 (1)

All Assets (7)

Asset	Type	Owner	Value	Income
Irrevocable Testamentary Trust	Other	Self	N/A	Excepted/Blind Trust $120,000 - $120,000
FRS Investment Plan ⇒ FRS Investment Plan	Retirement & Pension	Self	$50,001 - $100,000	Tax-Deferred
IRA ⇒ Baird Core Plus Bond Fund Institutional Class (BCOIX)(BCOIX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
IRA ⇒ Harbor International Fund Insti Cl (HAINX)(HAINX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
IRA ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
IRA ⇒ Sound Shore Fund - Investor Class (SSHFX)(SSHFX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
IRA ⇒ WisdomTree U.S. AI Enhanced Value Fund (AIVL)(AIVL)	ETFs	Self	$7,188 - $7,188	Dividends $1 - $200

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Bank of America	credit card	$15,001 - $50,000	—	—
Bank of Tampa	mortgage	$100,001 - $250,000	—	—
Valon	mortgage	$100,001 - $250,000	—	—

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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).