Mitchell Berman Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed May 14, 2026. Includes 33 assets and 4 liabilities.

Year:

2026

Est. Net Worth

-$12K

2026 candidate report

Total Assets

$579K - $1.4M

33 assets

Total Liabilities

$630K - $1.4M

4 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Real Estate$825K (2)

Mutual Funds$80K (24)

Other$73K (7)

All Assets (33)

Asset	Type	Owner	Value	Income
3905 W 8 Mile Road (Home) Caledonia, Racine, WI, US	Real Estate	Self	$500,001 - $1,000,000	Rent $2,501 - $5,000
43rd Street Land Caledonia, Racine, WI, US	Real Estate	Self	$50,001 - $100,000	Rent $2,501 - $5,000
Silver	Other	Self	$15,001 - $50,000	None
Edvest 529 ⇒ Large Cap Responsibility Equity Portfolio WI	Other	DC	$1,001 - $15,000	Tax-Deferred
Edvest 529 ⇒ Large Cap Responsibility Equity Portfolio WI	Other	DC	$1,001 - $15,000	Tax-Deferred
Edvest 529 ⇒ Large-Cap Stock Index Portfolio WI	Other	DC	$1,001 - $15,000	Tax-Deferred
Edvest 529 ⇒ Large-Cap Stock Index Portfolio WI	Other	DC	$1,001 - $15,000	Tax-Deferred
Transamerica 403b ⇒ Baird Aggregate Bond Fund Institutional Class (BAGIX)(BAGIX)	Mutual Funds	Self	$1 - $1,000	Tax-Deferred
Transamerica 403b ⇒ Baird Aggregate Bond Instl	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Transamerica 403b ⇒ DFA International Small Company Portfolio (DFISX)(DFISX)	Mutual Funds	Spouse	$1 - $1,000	Tax-Deferred
Transamerica 403b ⇒ DFA International Small Company Portfolio (DFISX)(DFISX)	Mutual Funds	Self	$1 - $1,000	Tax-Deferred
Transamerica 403b ⇒ Dodge & Cox Stock Fund - Class X (DOXGX)(DOXGX)	Mutual Funds	Self	$1 - $1,000	Tax-Deferred
Transamerica 403b ⇒ Dodge & Cox Stock Fund - Class X (DOXGX)(DOXGX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Transamerica 403b ⇒ Hartford Schroders Emerging Markets Equity Fund (SEMTX)(SEMTX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Transamerica 403b ⇒ Hartford Schroders Emerging Markets Equity Fund (SEMTX)(SEMTX)	Mutual Funds	Self	$1 - $1,000	None
Transamerica 403b ⇒ Hartford Strategic Income R6	Other	Spouse	$1 - $1,000	Tax-Deferred
Transamerica 403b ⇒ MFS Institutional Investors Trust - MFS Institutional International Eq (MIEIX)(MIEIX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Transamerica 403b ⇒ MFS Institutional Investors Trust - MFS Institutional International Eq (MIEIX)(MIEIX)	Mutual Funds	Self	$1 - $1,000	Tax-Deferred
Transamerica 403b ⇒ PGIM Jennison Small Company Fund Class R6 (PJSQX)(PJSQX)	Mutual Funds	Self	$1 - $1,000	Tax-Deferred
Transamerica 403b ⇒ PGIM Jennison Small Company Fund Class R6 (PJSQX)(PJSQX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Transamerica 403b ⇒ The Hartford Strategic Income Fund Class R6 (HSNVX)(HSNVX)	Mutual Funds	Self	$1 - $1,000	Tax-Deferred
Transamerica 403b ⇒ Vanguard Developed Markets Index Institutional Plus (VDIPX)(VDIPX)	Mutual Funds	Spouse	$1 - $1,000	Tax-Deferred
Transamerica 403b ⇒ Vanguard Developed Markets Index Institutional Plus (VDIPX)(VDIPX)	Mutual Funds	Self	$1 - $1,000	Tax-Deferred
Transamerica 403b ⇒ Vanguard Extended Market Index Fund Insti Plus (VEMPX)(VEMPX)	Mutual Funds	Self	$1 - $1,000	Tax-Deferred
Transamerica 403b ⇒ Vanguard Extended Market Index Fund Insti Plus (VEMPX)(VEMPX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Transamerica 403b ⇒ Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)(VIIIX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Transamerica 403b ⇒ Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)(VIIIX)	Mutual Funds	Self	$1 - $1,000	Tax-Deferred
Transamerica 403b ⇒ Vanguard Real Estate Index Fund Institutional Shares (VGSNX)(VGSNX)	Mutual Funds	Spouse	$1 - $1,000	Tax-Deferred
Transamerica 403b ⇒ Vanguard Real Estate Index Fund Institutional Shares (VGSNX)(VGSNX)	Mutual Funds	Self	$1 - $1,000	Tax-Deferred
Transamerica 403b ⇒ Vanguard Russell 1000 Growth Index Fd Insti Cl (VRGWX)(VRGWX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Transamerica 403b ⇒ Vanguard Russell 1000 Growth Index Fd Insti Cl (VRGWX)(VRGWX)	Mutual Funds	Self	$1 - $1,000	Tax-Deferred
Vangaurd ⇒ Vanguard Specialized Portfolios Health Care Fund (VGHCX)(VGHCX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Vangaurd ⇒ Vanguard U.S. Growth Fund (VWUSX)(VWUSX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Educators Credit Union	mortgage	$500,001 - $1,000,000	—	—
ERGO Bank	other	$100,001 - $250,000	—	—
J.P. Morgan Chase	credit card	$15,001 - $50,000	—	—
Capital One	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).