Michaela Barnett Net Worth & Financial Disclosure

house

Candidate financial disclosure for 2026, filed July 6, 2026. Includes 68 assets and 4 liabilities.

Year:

2026

Est. Net Worth

$765K

2026 candidate report

Total Assets

$264K - $1.5M

68 assets

Total Liabilities

$55K - $165K

4 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Stocks$249K (29)

Bank & Cash$235K (14)

Mutual Funds$223K (7)

ETFs$137K (14)

Other$24K (3)

Retirement & Pension$8K (1)

All Assets (68)

Asset	Type	Owner	Value	Income
Checking (MB, Schwab)	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
MB Brokerage (cash)	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
MF Chase Checking	Bank & Cash	Spouse	$15,001 - $50,000	Opening bonus
MF Chase Savings (3735)	Bank & Cash	Spouse	$15,001 - $50,000	Interest, Opening bonus $1 - $200
MF Discover Checking (0065)	Bank & Cash	Spouse	$1,001 - $15,000	None
MF Discover Savings (0029)	Bank & Cash	Spouse	$15,001 - $50,000	Interest $201 - $1,000
MF Discover Savings (7848)	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
ORNL checking	Bank & Cash	Self	$1,001 - $15,000	None
Savings (1137)	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Savings (6560)	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Savings Account (0126)	Bank & Cash	Joint	$15,001 - $50,000	Interest $201 - $1,000
Savings Account (2919)	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
US Treasury Bond	Other	Spouse	$1,001 - $15,000	Interest $1 - $200
US Treasury Bond	Other	Self	$1,001 - $15,000	Interest $1 - $200
MB 401k ⇒ American Innovation	Other	Self	$1,001 - $15,000	Tax-Deferred
MB 401k ⇒ DFA International Sustainability Core 1 Portfolio (DFSPX)(DFSPX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
MB 401k ⇒ JPMorgan U.S. Sustainable Leaders Fund R6 (JIIGX)(JIIGX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
MB Brokerage ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$15,001 - $50,000	Capital Gains, Dividends $1 - $200
MB Brokerage ⇒ Calvert Global Energy Solutions Class A (CGAEX)(CGAEX)	Mutual Funds	Self	$1,001 - $15,000	Dividends
MB Brokerage ⇒ Clearway Energy, Inc. Class C Common Stock (CWEN)(CWEN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MB Brokerage ⇒ Constellation Energy Corporation - Common Stock When-Issued (CEG)(CEG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MB Brokerage ⇒ Fidelity New Markets Income Fund (FNMIX)(FNMIX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
MB Brokerage ⇒ IBERDROLA SA S/ADR (IBDRY)(IBDRY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MB Brokerage ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MB Brokerage ⇒ Nextpower Inc. - Class A Common Stock (NXT)(NXT)	Stocks	Self	$1,001 - $15,000	None
MB Brokerage ⇒ Parnassus Core Equity Fund-Investor Shares (PRBLX)(PRBLX)	Mutual Funds	Self	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
MB Brokerage ⇒ SCHNEIDER ELEC UNSP/ADR (SBGSY)(SBGSY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MB Brokerage ⇒ SIEMENS ENERGY UNSP/ADR (SMNEY)(SMNEY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MB Brokerage ⇒ State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)(SPYX)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
MB Brokerage ⇒ Vert Global Sustainable Real Estate ETF (VGSR)(VGSR)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
MB Roth IRA ⇒ Cash held in MB roth	Bank & Cash	Self	$1,001 - $15,000	None
MB Roth IRA ⇒ First Solar, Inc. - Common Stock (FSLR)(FSLR)	Stocks	Self	$1,001 - $15,000	None
MB Roth IRA ⇒ iShares ESG Advanced MSCI EM ETF (EMXF)(EMXF)	ETFs	Self	$1,001 - $15,000	Dividends
MB Roth IRA ⇒ NextEra Energy, Inc. Common Stock (NEE)(NEE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MB Roth IRA ⇒ NextEra Energy, Inc. Common Stock (NEE)(NEE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MB Roth IRA ⇒ Schwab Ariel Opportunities ETF (SAEF)(SAEF)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
MB Roth IRA ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP)(SHOP)	Stocks	Self	$1,001 - $15,000	None
MB Roth IRA ⇒ State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)(SPYX)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
MB Roth IRA ⇒ Tetra Tech, Inc. - Common Stock (TTEK)(TTEK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MB Roth IRA ⇒ Xylem Inc. Common Stock New (XYL)(XYL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MB Traditional IRA ⇒ Invesco Solar ETF (TAN)(TAN)	ETFs	Self	$1,001 - $15,000	None
MB Traditional IRA ⇒ IRA (MB)	Retirement & Pension	Self	$1,001 - $15,000	Interest $1 - $200
MB Traditional IRA ⇒ Netflix, Inc. - Common Stock (NFLX)(NFLX)	Stocks	Self	$1,001 - $15,000	None
MB Traditional IRA ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX)(SWPPX)	Mutual Funds	Self	$1,001 - $15,000	Dividends
MB Traditional IRA ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP)(SHOP)	Stocks	Self	$1,001 - $15,000	None
MB Traditional IRA ⇒ Siemens AG American Depositary Shares (SIEGY)(SIEGY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MB Traditional IRA ⇒ State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)(SPYX)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
MB Traditional IRA ⇒ T-Mobile US, Inc. (TMUS)(TMUS)	Stocks	Self	$1,001 - $15,000	None
MF 401k ⇒ BlackRock LifePath Index 2050 Port Inv A Shs (LIPAX)(LIPAX)	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
MF Brokerage ⇒ Advanced Micro Devices, Inc. (AMD)(AMD)	Stocks	Self	$1,001 - $15,000	None
MF Brokerage ⇒ Direxion Daily S&P 500 Bull 3X Shares (SPXL)(SPXL)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
MF Brokerage ⇒ Etsy, Inc. - Common Stock (ETSY)(ETSY)	Stocks	Self	$1,001 - $15,000	None
MF Brokerage ⇒ GameStop Corporation Common Stock (GME)(GME)	Stocks	Self	$1,001 - $15,000	None
MF Brokerage ⇒ Intel Corporation - Common Stock (INTC)(INTC)	Stocks	Self	$1,001 - $15,000	None
MF Brokerage ⇒ Invesco Solar ETF (TAN)(TAN)	ETFs	Self	$1,001 - $15,000	None
MF Brokerage ⇒ iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)(SOXX)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
MF Brokerage ⇒ MF Brokerage - Cash	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
MF Brokerage ⇒ NextEra Energy, Inc. Common Stock (NEE)(NEE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MF Brokerage ⇒ Novo Nordisk A/S Common Stock (NVO)(NVO)	Stocks	Self	$1,001 - $15,000	None
MF Brokerage ⇒ Opendoor Technologies Inc - Common Stock (OPEN)(OPEN)	Stocks	Self	$1 - $1,000	None
MF Brokerage ⇒ Super Micro Computer, Inc. - Common Stock (SMCI)(SMCI)	Stocks	Self	$1,001 - $15,000	None
MF Brokerage ⇒ UnitedHealth Group Incorporated Common Stock (UNH)(UNH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MF Brokerage ⇒ Vanguard S&P 500 ETF (VOO)(VOO)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
MF Roth IRA ⇒ Apple Inc. - Common Stock (AAPL)(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MF Roth IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)(BRK.B)	Stocks	Self	$1,001 - $15,000	None
MF Roth IRA ⇒ Fidelity MSCI Information Technology Index ETF (FTEC)(FTEC)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
MF Roth IRA ⇒ ProShares UltraPro QQQ (TQQQ)(TQQQ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
MF Roth IRA ⇒ State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)(SPYX)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Shopify Inc	other	$15,001 - $50,000	—	—
Shopify Inc	other	$15,001 - $50,000	—	—
Square Inc	other	$10,000 - $15,000	—	—
Square Inc	other	$15,001 - $50,000	—	—

Michaela Barnett trades Wealthiest members Most active traders TN delegation Articles

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).