Matthew Dunlap Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed May 15, 2026. Includes 48 assets and 3 liabilities.

Year:

2026

Est. Net Worth

$1.4M

2026 candidate report

Total Assets

$714K - $2.2M

48 assets

Total Liabilities

$45K - $150K

3 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Mutual Funds$724K (18)

ETFs$244K (9)

Stocks$235K (14)

Retirement & Pension$208K (2)

Bank & Cash$40K (5)

All Assets (48)

Asset	Type	Owner	Value	Income
American Electric Power Company, Inc. (AEP)(AEP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AT&T Inc. (T)(T)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Coca-Cola Company (KO)(KO)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Coca-Cola Company (KO)(KO)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Constellation Energy Corporation - Common Stock When-Issued (CEG)(CEG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Diamondback Energy, Inc. - Common Stock (FANG)(FANG)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Empeople High 5 Checking Account	Bank & Cash	Joint	$1,001 - $15,000	Dividends, Interest $1 - $200
Empeople Regular Shares Savings Account	Bank & Cash	Joint	$1,001 - $15,000	Dividends, Interest $1 - $200
Exelon Corporation (EXC)(EXC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
FirstEnergy Corp. Common Stock (FE)(FE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kimberly-Clark Corporation Common Stock (KMB)(KMB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Maine Public Employees Retirement System Defined Benefit Plan	Retirement & Pension	Spouse	$15,001 - $50,000	None
Maine Public Employees Retirement System Defined Benefit Plan	Retirement & Pension	Self	$100,001 - $250,000	None
Pfizer, Inc. Common Stock (PFE)(PFE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RTX Corporation Common Stock (RTX)(RTX)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Southern Company (SO)(SO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
University Credit Union Share Savings Account	Bank & Cash	Joint	$1,001 - $15,000	Dividends, Interest $1 - $200
University Credit Union Share Savings Account	Bank & Cash	Joint	$1,001 - $15,000	Dividends, Interest $1 - $200
University Credit Union Share Savings Account	Bank & Cash	Joint	$1,001 - $15,000	Dividends, Interest $1 - $200
Xcel Energy Inc. (XEL)(XEL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Traditional IRA ⇒ American Beacon AHL Managed Futures Strategy Fund - Y Class (AHLYX)(AHLYX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ American Mutual Fund, Class F-2 Shares (AMRFX)(AMRFX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ Avantis Emerging Markets Equity ETF (AVEM)(AVEM)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ BlackRock Systematic Multi-Strategy Fund Institutional Class (BIMBX)(BIMBX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ Capital Group Dividend Value ETF (CGDV)(CGDV)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ Capital Group International Equity ETF (CGIE)(CGIE)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ Cohen & Steers Realty Shares, Inc. (CSRSX)(CSRSX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ Eaton Vance Tax-Managed Diversified Equity Income Fund Common Shares of Beneficial Interest, (ETY)(ETY)	Stocks	Spouse	$15,001 - $50,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ First Eagle Overseas Fund Class I (SGOIX)(SGOIX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ First Eagle U.S. Fund Class I (FEVIX)(FEVIX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ FPA New Income Institutional Class (FPNIX)(FPNIX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ)(QQQ)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ iShares Core S&P 500 ETF (IVV)(IVV)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ JPMorgan Growth Advantage Fund I Class (JGASX)(JGASX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ MFS Growth Fund Class I (MFEIX)(MFEIX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ SPDR Gold Shares (GLD)(GLD)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ The Bond Fd of America, Class F-2 Shares (ABNFX)(ABNFX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ Vanguard Mid-Cap Value ETF (VOE)(VOE)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ Vanguard Small-Cap Growth ETF (VBK)(VBK)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Morgan Stanley Traditional IRA ⇒ Vanguard Small-Cap Value ETF (VBR)(VBR)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
State of Maine 457B ⇒ American Funds 2030 Target Date Retirement Fd Cl R-6 (RFETX)(RFETX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
State of Maine 457B ⇒ American Funds 2035 Target Date Retirement Fd Cl R-6 (RFFTX)(RFFTX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
State of Maine 457B ⇒ American Funds 2045 Target Date Retirement Fd Cl R-6 (RFHTX)(RFHTX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
State of Maine 457B ⇒ Harbor Capital Appreciation Fund - Retirement Class (HNACX)(HNACX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
State of Maine 457B ⇒ MFS Value Fund Class R6 (MEIKX)(MEIKX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
State of Maine 457B ⇒ New Perspective Fund, Class R-6 Shares (RNPGX)(RNPGX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
State of Maine 457B ⇒ Vanguard Index Trust Extended Market Index Fd Instl Shs (VIEIX)(VIEIX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
State of Maine 457B ⇒ Vanguard Institutional Index (VINIX)(VINIX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Empeople	other	$15,001 - $50,000	—	—
University Credit Union	line of credit	$15,001 - $50,000	—	—
University Credit Union	other	$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).