Terri Green Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed September 26, 2026. Includes 18 assets and 1 liabilities.

Year:

2026

Est. Net Worth

$542K

2026 candidate report

Total Assets

$303K - $845K

18 assets

Total Liabilities

$15K - $50K

1 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Mutual Funds$493K (14)

ETFs$73K (3)

Bank & Cash$8K (1)

All Assets (18)

Asset	Type	Owner	Value	Income
Roth Individual Retirement Account ⇒ MSIF Global Concentrated Portfolio - Class I (MLNIX)(MLNIX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Roth Individual Retirement Account ⇒ PGIM Select Real Estate Fund Class Z (SREZX)(SREZX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Terri Green Revocable Trust ⇒ Cash	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Terri Green Revocable Trust ⇒ Fidelity Cash Reserves (FDRXX)(FDRXX)	Mutual Funds	Self	N/A	Dividends
Terri Green Revocable Trust ⇒ Fidelity Short Term Bond Fund (FSHBX)(FSHBX)	Mutual Funds	Self	N/A	Capital Gains, Dividends
Terri Green Revocable Trust ⇒ iShares Floating Rate Bond ETF (FLOT)(FLOT)	ETFs	Self	$1,001 - $15,000	Capital Gains, Dividends $1,001 - $2,500
Traditional IRA ⇒ Columbia Global Technology Growth Fund Class I2 (CTHRX)(CTHRX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Traditional IRA ⇒ Federated Hermes MDT Large Cap Growth Fund Class A (QALGX)(QALGX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Traditional IRA ⇒ Fidelity Cash Reserves (FDRXX)(FDRXX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Traditional IRA ⇒ Fidelity Select Construction and Housing Portfolio (FSHOX)(FSHOX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Traditional IRA ⇒ Fidelity Select Pharmaceuticals (FPHAX)(FPHAX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Traditional IRA ⇒ First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID)(GRID)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Traditional IRA ⇒ FPA Queens Road Small Cap Value Fund Advisor Class (QRSAX)(QRSAX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Traditional IRA ⇒ FullerThaler Behavioral Unconstrained Equity Fund Institutional Shares (FTZIX)(FTZIX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Traditional IRA ⇒ Guinness Atkinson Global Innovators Fund - Investor Class (IWIRX)(IWIRX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Traditional IRA ⇒ iShares Floating Rate Bond ETF (FLOT)(FLOT)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Traditional IRA ⇒ PGIM Select Real Estate Fund Class Z (SREZX)(SREZX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Traditional IRA ⇒ PGIM US Real Estate Fund Class Z (PJEZX)(PJEZX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Bridgecrest	other	$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).