Melissa Bean Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed August 19, 2026. Includes 76 assets and 1 liabilities.

Year:

2026

Est. Net Worth

$6.2M

2026 candidate report

Total Assets

$2.9M - $9.7M

76 assets

Total Liabilities

$15K - $50K

1 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Real Estate$3M (1)

Stocks$1.3M (56)

Mutual Funds$640K (7)

Bank & Cash$550K (2)

Other$539K (8)

Retirement & Pension$250K (2)

All Assets (76)

Asset	Type	Owner	Value	Income
Artwork	Other	Self	$15,001 - $50,000	None
Book Collection	Other	Self	$15,001 - $50,000	None
Etherum	Other	Self	$1,001 - $15,000	None
JPMC Pension	Other	Self	$15,001 - $50,000	None
T. Rowe Price Retirement 2025 Fund (TRRHX)(TRRHX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Brokerage ⇒ Abbott Laboratories Common Stock (ABT)(ABT)	Stocks	Self	N/A	Capital Gains, Dividends $2,501 - $5,000
Brokerage ⇒ AECOM Common Stock (ACM)(ACM)	Stocks	Self	N/A	Capital Gains, Dividends
Brokerage ⇒ Albemarle Corporation Common Stock (ALB)(ALB)	Stocks	Self	N/A	Capital Gains, Dividends
Brokerage ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)(GOOGL)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Brokerage ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)(GOOG)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $1 - $200
Brokerage ⇒ Amazon.com, Inc. - Common Stock (AMZN)(AMZN)	Stocks	Self	$100,001 - $250,000	Capital Gains
Brokerage ⇒ Amgen Inc. - Common Stock (AMGN)(AMGN)	Stocks	Self	N/A	Capital Gains, Dividends
Brokerage ⇒ Applied Materials, Inc. - Common Stock (AMAT)(AMAT)	Stocks	Self	N/A	Capital Gains, Dividends $201 - $1,000
Brokerage ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)(BRK.B)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends
Brokerage ⇒ Broadcom Inc. - Common Stock (AVGO)(AVGO)	Stocks	Self	$100,001 - $250,000	Capital Gains, Dividends $15,001 - $50,000
Brokerage ⇒ CDW Corporation - Common Stock (CDW)(CDW)	Stocks	Self	N/A	Capital Gains, Dividends $2,501 - $5,000
Brokerage ⇒ Chevron Corporation Common Stock (CVX)(CVX)	Stocks	Self	N/A	Capital Gains, Dividends
Brokerage ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG)(CMG)	Stocks	Self	$15,001 - $50,000	None
Brokerage ⇒ Coca-Cola Company (KO)(KO)	Stocks	Self	N/A	Capital Gains, Dividends
Brokerage ⇒ Constellation Energy Corporation - Common Stock When-Issued (CEG)(CEG)	Stocks	Self	N/A	Capital Gains, Dividends
Brokerage ⇒ Elevance Health, Inc. Common Stock (ELV)(ELV)	Stocks	Self	N/A	Capital Gains, Dividends
Brokerage ⇒ Eli Lilly and Company Common Stock (LLY)(LLY)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
Brokerage ⇒ General Dynamics Corporation Common Stock (GD)(GD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Brokerage ⇒ Illinois Tool Works Inc. Common Stock (ITW)(ITW)	Stocks	Self	N/A	Capital Gains, Dividends
Brokerage ⇒ Ingredion Incorporated Common Stock (INGR)(INGR)	Stocks	Self	N/A	Capital Gains, Dividends $5,001 - $15,000
Brokerage ⇒ Intel Corporation - Common Stock (INTC)(INTC)	Stocks	Self	N/A	Capital Gains, Dividends $1 - $200
Brokerage ⇒ Johnson Controls International plc Ordinary Share (JCI)(JCI)	Stocks	Self	N/A	Capital Gains, Dividends $2,501 - $5,000
Brokerage ⇒ JP Morgan Money Market	Bank & Cash	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Brokerage ⇒ Lockheed Martin Corporation Common Stock (LMT)(LMT)	Stocks	Self	N/A	Capital Gains, Dividends $201 - $1,000
Brokerage ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC)(MMC)	Stocks	Self	N/A	Capital Gains $5,001 - $15,000
Brokerage ⇒ McDonald's Corporation Common Stock (MCD)(MCD)	Stocks	Self	N/A	Capital Gains, Dividends
Brokerage ⇒ McKesson Corporation Common Stock (MCK)(MCK)	Stocks	Self	N/A	Capital Gains, Dividends $5,001 - $15,000
Brokerage ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Brokerage ⇒ Netflix, Inc. - Common Stock (NFLX)(NFLX)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $15,001 - $50,000
Brokerage ⇒ Novo Nordisk A/S Common Stock (NVO)(NVO)	Stocks	Self	N/A	Capital Gains, Dividends $2,501 - $5,000
Brokerage ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Self	$50,001 - $100,000	Capital Gains, Dividends
Brokerage ⇒ Pepsico, Inc. (PEP)(PEP)	Stocks	Self	N/A	Capital Gains, Dividends
Brokerage ⇒ Pfizer, Inc. Common Stock (PFE)(PFE)	Stocks	Self	N/A	Capital Gains, Dividends
Brokerage ⇒ Progressive Corporation (PGR)(PGR)	Stocks	Self	N/A	Capital Gains, Dividends $5,001 - $15,000
Brokerage ⇒ T-Mobile US, Inc. (TMUS)(TMUS)	Stocks	Self	N/A	Capital Gains, Dividends $5,001 - $15,000
Brokerage ⇒ TJX Companies, Inc. (TJX)(TJX)	Stocks	Self	N/A	Capital Gains, Dividends $2,501 - $5,000
Brokerage ⇒ United Airlines Holdings, Inc. - Common Stock (UAL)(UAL)	Stocks	Self	$50,001 - $100,000	Capital Gains
Brokerage ⇒ W.W. Grainger, Inc. Common Stock (GWW)(GWW)	Stocks	Self	N/A	Capital Gains, Dividends
Brokerage ⇒ Xylem Inc. Common Stock New (XYL)(XYL)	Stocks	Self	N/A	Capital Gains, Dividends
IRA #1 ⇒ Amazon.com, Inc. - Common Stock (AMZN)(AMZN)	Stocks	Spouse	$15,001 - $50,000	Tax-Deferred
IRA #1 ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Spouse	$15,001 - $50,000	Tax-Deferred
IRA #1 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)(BRK.B)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
IRA #1 ⇒ Broadcom Inc. - Common Stock (AVGO)(AVGO)	Stocks	Spouse	$15,001 - $50,000	Tax-Deferred
IRA #1 ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG)(CMG)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
IRA #1 ⇒ Home Depot, Inc. (HD)(HD)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
IRA #1 ⇒ Ingredion Incorporated Common Stock (INGR)(INGR)	Stocks	Spouse	$1,001 - $15,000	Tax-Deferred
IRA #1 ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Spouse	$15,001 - $50,000	Tax-Deferred
IRA #1 ⇒ SEP IRA 9001	Retirement & Pension	Spouse	$100,001 - $250,000	Tax-Deferred
IRA #1 ⇒ United Airlines Holdings, Inc. - Common Stock (UAL)(UAL)	Stocks	Spouse	$15,001 - $50,000	Tax-Deferred
IRA #2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)(GOOG)	Stocks	Spouse	$15,001 - $50,000	Tax-Deferred
IRA #2 ⇒ Quanta Services, Inc. Common Stock (PWR)(PWR)	Stocks	Spouse	$15,001 - $50,000	Tax-Deferred
JPMC 401K ⇒ JPMC 401K ST Fixed Income Fund	Bank & Cash	Self	$100,001 - $250,000	Tax-Deferred
Melisa L Bean Revocable ⇒ Esplenade Collier, FL, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $15,001 - $50,000
Mesirow 401k ⇒ Baird Core Plus Bond Fund Institutional Class (BCOIX)(BCOIX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Mesirow 401k ⇒ T. Rowe Price Large-Cap Growth Fund Class I (TRLGX)(TRLGX)	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
Mesirow IRA ⇒ Fidelity Treasury Money Market Fund (FZFXX)(FZFXX)	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
Mesirow IRA ⇒ First Eagle Global Fund Class I (SGIIX)(SGIIX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Mesirow IRA ⇒ T. Rowe Price Capital Appreciation Fund - I Class (TRAIX)(TRAIX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Mesirow IRA ⇒ Vanguard Global Wellington Fund Admiral Shares (VGWAX)(VGWAX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Origin Fund ⇒ Live Oak Investment LLC	Other	Self	$50,001 - $100,000	None
Origin Fund ⇒ Origin Fund III LLC	Other	Self	$1,001 - $15,000	Disbursement
Origin Fund ⇒ Origin IncomePlus Fund LLC	Other	Self	$100,001 - $250,000	None
Origin Fund ⇒ Origin Strategic Credit Fund LLC	Other	Self	$100,001 - $250,000	Disbursement
Personal IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)(GOOG)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Personal IRA ⇒ Applied Materials, Inc. - Common Stock (AMAT)(AMAT)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Personal IRA ⇒ Broadcom Inc. - Common Stock (AVGO)(AVGO)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Personal IRA ⇒ Cash	Retirement & Pension	Self	$50,001 - $100,000	Tax-Deferred
Personal IRA ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG)(CMG)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Personal IRA ⇒ Eli Lilly and Company Common Stock (LLY)(LLY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Personal IRA ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Personal IRA ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Self	$15,001 - $50,000	Tax-Deferred

Liabilities (1)

Creditor	Type	Amount	Rate	Term
JPMC	credit card	$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).