Patrick Thomas Roath Net Worth & Financial Disclosure

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Annual financial disclosure for 2025, filed March 9, 2026. Includes 79 assets.

Year:

2025

Est. Net Worth

$3.4M

2025 annual disclosure

Total Assets

$1.9M - $4.9M

79 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Stocks$996K (28)

Other$890K (12)

Mutual Funds$748K (13)

ETFs$544K (20)

Bank & Cash$216K (4)

LLC / Partnership$33K (1)

Retirement & Pension$501 (1)

All Assets (79)

Asset	Type	Owner	Value	Income
Barclays – Savings Account	Bank & Cash	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Charles Schwab - Checking Accounts	Bank & Cash	Self	$100,001 - $250,000	Interest $1 - $200
Iambic, Inc. New York, NY, US	LLC / Partnership	Self	$15,001 - $50,000	None
RGIP, LP	Other	Self	$50,001 - $100,000	Capital Gains, Dividends, Interest $1 - $200
The Yard Ventures Fund 6, LLC	Other	Self	$15,001 - $50,000	Interest $201 - $1,000
Adobe Inc. - Common Stock(ADBE)	Stocks	Spouse	$1,001 - $15,000	None
Alibaba Group Holding Limited ADS(BABA)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Alphabet Inc. - Class A Common Stock(GOOGL)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Amazon.com, Inc. - Common Stock(AMZN)	Stocks	Spouse	$100,001 - $250,000	None
Apple Inc. - Common Stock(AAPL)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Atlassian Corporation - Class A Common Stock(TEAM)	Stocks	Spouse	$1,001 - $15,000	None
Charles Schwab Brokerage Cash Account	Bank & Cash	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Chewy, Inc. Class A Common Stock(CHWY)	Stocks	Spouse	$1,001 - $15,000	None
Costco Wholesale Corporation - Common Stock(COST)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
CVS Health Corporation Common Stock(CVS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Invesco QQQ Trust, Series 1(QQQ)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Meta Platforms, Inc. - Class A Common Stock(META)	Stocks	Spouse	$50,001 - $100,000	Dividends $1 - $200
Microsoft Corporation - Common Stock(MSFT)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Netflix, Inc. - Common Stock(NFLX)	Stocks	Spouse	$50,001 - $100,000	None
Pearson, Plc Common Stock(PSO)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Procter & Gamble Company(PG)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Salesforce, Inc. Common Stock(CRM)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Schwab Municipal Money Fund - Investor Shares(SWTXX)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Schwab Prime Advantage Money Fund- Investor Shares(SWVXX)	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
Schwab US Aggregate Bond ETF(SCHZ)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Zoom Communications, Inc. - Class A Common Stock(ZM)	Stocks	Spouse	$1,001 - $15,000	None
Amazon.com, Inc. - Common Stock (Rollover IRA)(AMZN)	Stocks	Spouse	$50,001 - $100,000	Tax-Deferred
Apple Inc. - Common Stock (Rollover IRA)(AAPL)	Stocks	Spouse	$15,001 - $50,000	Tax-Deferred
Charles Schwab Rollover IRA Cash Account	Other	Spouse	$50,001 - $100,000	Tax-Deferred
Fidelity Select Biotechnology Pt(FBIOX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Fidelity Small Cap Growth Fund(FCPGX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
iShares Core S&P 500 ETF(IVV)	ETFs	Spouse	$50,001 - $100,000	Tax-Deferred
iShares MSCI Global Min Vol Factor ETF(ACWV)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
iShares S&P 500 Growth ETF(IVW)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
MSIF Next Gen Emerging Markets Portfolio - A(MFMPX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Salesforce, Inc. Common Stock (Rollover IRA)(CRM)	Stocks	Spouse	$15,001 - $50,000	Tax-Deferred
Charles Schwab Roth IRA Cash Account	Other	Spouse	$1 - $1,000	Tax-Deferred
Schwab Emerging Markets Equity ETF(SCHE)	ETFs	Spouse	$1 - $1,000	Tax-Deferred
Schwab International Equity ETF(SCHF)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Schwab Prime Advantage Money Fund- Investor Shares (Roth IRA)(SWVXX)	Mutual Funds	Spouse	$1 - $1,000	Tax-Deferred
Schwab Short-Term U.S. Treasury ETF(SCHO)	ETFs	Spouse	$1 - $1,000	Tax-Deferred
Schwab U.S. Broad Market ETF(SCHB)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Schwab U.S. Large-Cap Growth ETF(SCHG)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Schwab U.S. Small-Cap ETF(SCHA)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Schwab US Aggregate Bond ETF (Roth IRA)(SCHZ)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Advanced Micro Devices, Inc.(AMD)	Stocks	Self	$15,001 - $50,000	None
Chase Brokerage Cash Account	Other	Self	$1 - $1,000	Dividends, Interest $1 - $200
Chugai Pharmaceutical Ltd Unsponsored ADR(CHGCY)	Stocks	Self	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Fidelity Extended Market Index Fund(FSMAX)	Mutual Funds	Self	$50,001 - $100,000	None
Fidelity International Index Fund(FSPSX)	Mutual Funds	Self	$50,001 - $100,000	Dividends
Fidelity NASDAQ Composite Index(FNCMX)	Mutual Funds	Self	$100,001 - $250,000	Dividends
iShares MSCI USA Quality Factor ETF(QUAL)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
iShares Semiconductor ETF(SOXX)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corporation - Common Stock(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nintendo Co Ltd ADR(NTDOY)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
NVIDIA Corporation - Common Stock(NVDA)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Reddit, Inc. Class A Common Stock(RDDT)	Stocks	Self	$15,001 - $50,000	None
Roblox Corporation Class A Common Stock(RBLX)	Stocks	Self	$1,001 - $15,000	None
SPDR S&P 500(SPY)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Unity Software Inc. Common Stock(U)	Stocks	Self	$1,001 - $15,000	None
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Long-Term Treasury ETF(VGLT)	ETFs	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Vanguard S&P 500 ETF(VOO)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
Vanguard STAR Fund(VGSTX)	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Xtrackers Semiconductor Select Equity ETF(CHPS)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends $1 - $200
Chase Roth IRA Cash Account	Retirement & Pension	Self	$1 - $1,000	Tax-Deferred
SPDR S&P 500 (Roth IRA)(SPY)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Ethereum	Other	Spouse	$1,001 - $15,000	None
BlackRock Equity Index Fund	Other	Spouse	$15,001 - $50,000	Tax-Deferred
Capital Group 2050 Target Date Retirement Separate Account (Pearson)	Other	Spouse	$100,001 - $250,000	Tax-Deferred
Dodge & Cox Balanced Fund - Class X(DOXBX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Empower Stable Value Trust (Pearson)	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Hotchkis and Wiley Small Cap Value Fund Class I(HWSIX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
JPMorgan Intrepid Growth R5(JGIRX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
State Street S&P Midcap Index Securities Lending Class XIV	Other	Self	$250,001 - $500,000	Tax-Deferred
T. Rowe US Mid Cap Growth Equity (IS Pltfrm) (Pearson)	Other	Spouse	$15,001 - $50,000	Tax-Deferred
Fidelity Investments Brokerage Cash account	Bank & Cash	Spouse	$1 - $1,000	Interest $1 - $200
Pearson Unvested Stock Units	Other	Spouse	$50,001 - $100,000	None
Pearson, Plc Common Stock (Fidelity)(PSO)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200

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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).