Mitchell Leigh Jacob Net Worth & Financial Disclosure

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Annual financial disclosure for 2025, filed September 7, 2025. Includes 36 assets and 3 liabilities.

Year:

2025

Est. Net Worth

$167K

2025 annual disclosure

Total Assets

$303K - $955K

36 assets

Total Liabilities

$310K - $615K

3 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Real Estate$375K (1)

Stocks$148K (21)

Other$49K (4)

Mutual Funds$41K (6)

Bank & Cash$9K (2)

LLC / Partnership$8K (1)

ETFs$501 (1)

All Assets (36)

Asset	Type	Owner	Value	Income
Checking Accounts	Bank & Cash	Joint	$1,001 - $15,000	None
Cornelius Petroleum Creek County, OK, US	Other	Self	$1 - $1,000	Capital Gains $1 - $200
Home McClain County, OK, US	Real Estate	Joint	$250,001 - $500,000	None
Jacob Industries, LLC, 100% Interest Newcastle, OK, US	LLC / Partnership	Self	$1,001 - $15,000	None
Savings Accounts	Bank & Cash	Joint	$1 - $1,000	Interest $1 - $200
Vehicle, 100% Interest	Other	Joint	$1,001 - $15,000	None
Vehicle, 100% Interest	Other	Joint	$15,001 - $50,000	None
Advanced Micro Devices, Inc.(AMD)	Stocks	Joint	$1,001 - $15,000	None
American Airlines Group, Inc. - Common Stock(AAL)	Stocks	Joint	$1 - $1,000	Dividends $1 - $200
ANHEUSER BUSCH INBEV ORD(BUDFF)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Gladstone Capital Corporation - Closed End Fund(GLAD)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Lyft, Inc. - Class A Common Stock(LYFT)	Stocks	Joint	$1 - $1,000	None
Medical Properties Trust, Inc. common stock(MPW)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Schwab S&P 500 Index Fund- Select Shares(SWPPX)	Mutual Funds	Joint	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
U.S. Bancorp Common Stock(USB)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Xerox Holdings Corporation(XRX)	Stocks	Joint	$1,001 - $15,000	None
XRX 12/17/27 $10 Call(XRX)	Other	Joint	$1,001 - $15,000	None
Schwab S&P 500 Index Fund- Select Shares(SWPPX)	Mutual Funds	Self	$1,001 - $15,000	None
Advanced Micro Devices, Inc.(AMD)	Stocks	Self	$1,001 - $15,000	None
Ford Motor Company Common Stock(F)	Stocks	Self	$1,001 - $15,000	None
Freeport-McMoRan, Inc. Common Stock(FCX)	Stocks	Self	$1 - $1,000	None
GE Aerospace Common Stock(GE)	Stocks	Self	$1,001 - $15,000	None
GE HealthCare Technologies Inc. - Common Stock(GEHC)	Stocks	Self	$1 - $1,000	None
GE Vernova Inc. Common Stock(GEV)	Stocks	Self	$1,001 - $15,000	None
Gladstone Capital Corporation - Closed End Fund(GLAD)	Stocks	Self	$15,001 - $50,000	None
GlobalFoundries Inc. - Ordinary Share(GFS)	Stocks	Self	$1 - $1,000	None
LendingClub Corporation Common Stock(LC)	Stocks	Self	$1 - $1,000	None
Medical Properties Trust, Inc. common stock(MPW)	Stocks	Self	$1,001 - $15,000	None
Merck & Company, Inc. Common Stock(MRK)	Stocks	Self	$1,001 - $15,000	None
NVIDIA Corporation - Common Stock(NVDA)	Stocks	Self	$1,001 - $15,000	None
Schwab 1000 Index Fund Investor Shares(SNXFX)	Mutual Funds	Self	$1,001 - $15,000	None
Schwab Fundamental Emerging Markets Large Company Index Fd(SFENX)	Mutual Funds	Self	$1 - $1,000	None
Schwab International Index Fund - Select Shares(SWISX)	Mutual Funds	Self	$1,001 - $15,000	None
Schwab U.S. Broad Market ETF(SCHB)	ETFs	Self	$1 - $1,000	None
Southwest Airlines Company Common Stock(LUV)	Stocks	Self	$1,001 - $15,000	None
Schwab S&P 500 Index Fund- Select Shares(SWPPX)	Mutual Funds	Self	$1,001 - $15,000	None

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Mohela	student loan	$50,001 - $100,000	—	—
NBKC	mortgage	$250,001 - $500,000	—	—
Baxter Credit Union	other	$10,000 - $15,000	—	—

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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).