Every member's trades, newest first.
Young Kim: personal finances
What Young Kim owns, owes, earns outside Congress and trades, from the financial disclosure reports they file about themselves. This is not campaign money. Who gave to their campaign is a different filing, on their contributors page.
The balance sheet below is from their annual report for 2025, filed August 6, 2026; the trades are from every filing on record. Read from the Clerk of the House on September 25, 2026.
The shape of it
The four figures below are the tables further down this page, grouped. Nothing here is a number a filer wrote: a column’s solid part is the total of the low ends of the bands they ticked and its pale cap runs on to the total of the highs, so a tall pale cap is a wide disclosure and not an uncertain measurement. The ring divides the low ends alone, which is why it says “at least”.
Drawn from Young Kim’s own filings, and from nothing else. Who gave to their campaign is a different filing entirely — none of it is in these figures, and it has a page of its own.
What they own
Every asset Young Kim reported on their annual report for 2025, covering 2025: what it is worth and what it paid out over the year, both as the bands the form offers rather than as figures. A personal residence that earns no income is not on this form and is not missing from the table — the law does not ask about it.
Whose they are
The law asks about a spouse’s and a dependent child’s assets as well as the member’s own, so these figures are a household’s and not one person’s.
| Held by | Holdings | Reported value |
|---|---|---|
| The member | 17 | $1,002,003 to $5,030,000 |
| Jointly held | 1 | $50,001 to $100,000 |
Every holding, largest first
Ordered by the middle of each band, which is used to sort and is never printed: the form reports a range and a midpoint would be a precision it refuses.
| Asset | Value | Income type | Income |
|---|---|---|---|
| Residential propertyReal property | $1,000,001 to $5,000,000 | Rent | $50,001 to $100,000 |
| Wells Fargo BankJointly held · Bank deposit | $50,001 to $100,000 | Interest | $1 to $200 |
| AIG Life Insurance > AIG Life InsuranceWhole or universal life insurance | $1,001 to $15,000 | None | — |
| Mass Mutual > Mass Mutual (Fixed Annuity)Fixed annuity | $1,001 to $15,000 | Tax-Deferred | — |
| Charles Schwab IRA > DFA Emerging Markets CoreMutual fund | $0 | Capital Gains | $5,001 to $15,000 |
| Charles Schwab IRA > DFA Global Real EstateMutual fund | $0 | Capital Gains | $201 to $1,000 |
| Charles Schwab IRA > DFA International Core EquityMutual fund | $0 | Capital Gains | $15,001 to $50,000 |
| Charles Schwab IRA > DFA International Core EquityMutual fund | $0 | Capital Gains | $15,001 to $50,000 |
| Charles Schwab IRA > DFA Intl Hi Relatv ProfitabilityMutual fund | $0 | Capital Gains | $1,001 to $2,500 |
| Charles Schwab IRA > DFA Investment GradeMutual fund | $0 | None | — |
| Charles Schwab IRA > DFA One-Year Fixed Income Pt. (DFIHX)DFIHXMutual fund | $0 | None | — |
| Charles Schwab IRA > DFA Short-Duration RealMutual fund | $0 | Capital Gains | $201 to $1,000 |
| Charles Schwab IRA > DFA Short-Term Extended Quality Ptf (DFEQX)DFEQXMutual fund | $0 | None | — |
| Charles Schwab IRA > DFA US Core Equity 2Mutual fund | $0 | Capital Gains | $50,001 to $100,000 |
| Charles Schwab IRA > DFA US Hi Relatv ProfitabilityMutual fund | $0 | Capital Gains | $5,001 to $15,000 |
| Charles Schwab IRA > DFA US Small CapMutual fund | $0 | Capital Gains | $2,501 to $5,000 |
| Charles Schwab IRA > DFA US Targeted ValueMutual fund | $0 | Capital Gains | $5,001 to $15,000 |
| Charles Schwab IRA > Schwab Government Money Fund - Sweep Shares (SWGXX)SWGXXMutual fund | $0 | None | — |
What they earn
Two different things, and the form treats them differently. Earned income is money for work — salary, fees, a pension, a book advance — and a filer reports their own to the cent and a spouse’s only as “over $1,000” or not at all. Unearned income is what the assets above threw off, reported in bands like the assets themselves. Congressional salary is on neither list: the form does not ask, because it is public and nearly identical for every member.
Earned income
This report lists no earned income outside congressional salary.
Unearned income from the assets
The income column of every holding above, added up. Dividends, interest, rent and capital gains, each reported as a band, so the total is a band several times wider than any single figure in it.
$148,912 to $354,700 over 2025, from 12 holdings reporting income.
What they owe
Debts over $10,000 owed at any point in the year, as bands. A mortgage on a personal residence is reported only in the circumstances the form sets out, so an absent mortgage is not evidence there is none.
| Creditor | Kind | Incurred | Amount owed |
|---|---|---|---|
| Loan DepotJointly held | Mortgage | March 2019 | $250,001 to $500,000 |
Reported liabilities total $250,001 to $500,000 across 1 debt.
What they trade
Every securities transaction Young Kim has reported, newest first, from their periodic transaction reports and from the transactions schedule of each annual report. Under the STOCK Act a trade over $1,000 must be reported within 45 days of the filer learning of it, which is what the last column is: the clock runs from that date, so a trade reported months after it happened is not necessarily late.
A trade reported twice is counted once here. A sale in March is disclosed on a periodic report within 45 days and again on the next annual report, so rows agreeing on date, asset, direction, amount and owner are collapsed, and the document linked is the one that disclosed it first. Two genuinely separate identical trades on one day would collapse too: that is an undercount, and it is the one this page prefers to a double count.
13 trades in 2025 · 19 trades in 2024.
| Date | What | Asset | Amount | Reported as known | Document |
|---|---|---|---|---|---|
| January 6, 2025 | Sale | Charles Schwab IRA > DFA Emerging Markets Core | $50,001 to $100,000 | — | Filing |
| January 6, 2025 | Sale | Charles Schwab IRA > DFA Global Real Estate | $15,001 to $50,000 | — | Filing |
| January 6, 2025 | Sale | Charles Schwab IRA > DFA International Core Equity | $50,001 to $100,000 | — | Filing |
| January 6, 2025 | Sale | Charles Schwab IRA > DFA International Small | $15,001 to $50,000 | — | Filing |
| January 6, 2025 | Sale | Charles Schwab IRA > DFA Intl Hi Relatv Profitability | $15,001 to $50,000 | — | Filing |
| January 6, 2025 | Sale | Charles Schwab IRA > DFA Investment Grade | $50,001 to $100,000 | — | Filing |
| January 6, 2025 | Sale | Charles Schwab IRA > DFA One-Year Fixed Income Pt. (DFIHX)DFIHX | $1,001 to $15,000 | — | Filing |
| January 6, 2025 | Sale | Charles Schwab IRA > DFA Short-Duration Real | $1,001 to $15,000 | — | Filing |
| January 6, 2025 | Sale | Charles Schwab IRA > DFA Short-Term Extended Quality Ptf (DFEQX)DFEQX | $15,001 to $50,000 | — | Filing |
| January 6, 2025 | Sale | Charles Schwab IRA > DFA US Core Equity 2 | $50,001 to $100,000 | — | Filing |
| January 6, 2025 | Sale | Charles Schwab IRA > DFA US Hi Relatv Profitability | $15,001 to $50,000 | — | Filing |
| January 6, 2025 | Sale | Charles Schwab IRA > DFA US Small Cap | $1,001 to $15,000 | — | Filing |
| January 6, 2025 | Sale | Charles Schwab IRA > DFA US Targeted Value | $15,001 to $50,000 | — | Filing |
| December 13, 2024 | Purchase | Charles Schwab IRA > DFA Investment Grade Portfolio (DFAPX)DFAPX | $1,001 to $15,000 | — | Filing |
| August 27, 2024 | Purchase | Charles Schwab IRA > Schwab Government Money Fund - Sweep Shares (SWGXX)SWGXX | $1,001 to $15,000 | — | Filing |
| August 26, 2024 | Purchase | Charles Schwab IRA > | $1,001 to $15,000 | — | Filing |
| August 26, 2024 | Sale | Charles Schwab IRA > DFA International Value Portfolio (DFIVX)DFIVX | $15,001 to $50,000 | — | Filing |
| August 26, 2024 | Purchase | Charles Schwab IRA > DFA Short-Term Extended Quality Ptf (DFEQX)DFEQX | $1,001 to $15,000 | — | Filing |
| August 26, 2024 | Sale | Charles Schwab IRA > DFA U.S. Large Cap Value Portfolio (DFLVX)DFLVX | $1,001 to $15,000 | — | Filing |
| August 26, 2024 | Purchase | Charles Schwab IRA > International Core Equity 2 Portfolio (DFIEX)DFIEX | $1,001 to $15,000 | — | Filing |
| August 26, 2024 | Purchase | Charles Schwab IRA > International High Relative Profitability Portfolio Institutional Class (DIHRX)DIHRX | $1,001 to $15,000 | — | Filing |
| July 2, 2024 | S (partial) | Charles Schwab IRA > DFA Investment Grade Portfolio (DFAPX)DFAPX | $1,001 to $15,000 | — | Filing |
| July 2, 2024 | Purchase | Charles Schwab IRA > DFA One-Year Fixed Income Pt. (DFIHX)DFIHX | $1,001 to $15,000 | — | Filing |
| July 2, 2024 | Purchase | Charles Schwab IRA > DFA Short-Duration Real Return Portfolio Inst Cl (DFAIX)DFAIX | $1,001 to $15,000 | — | Filing |
| July 2, 2024 | S (partial) | Charles Schwab IRA > DFA U.S. Core Equity 2 Portfolio (DFQTX)DFQTX | $1,001 to $15,000 | — | Filing |
Show the remaining 7 trades (all 32)
| Date | What | Asset | Amount | Reported as known | Document |
|---|---|---|---|---|---|
| June 27, 2024 | Purchase | Charles Schwab IRA > International Core Equity 2 Portfolio (DFIEX)DFIEX | $1,001 to $15,000 | — | Filing |
| June 13, 2024 | Purchase | Charles Schwab IRA > Schwab Government Money Fund - Sweep Shares (SWGXX)SWGXX | $1,001 to $15,000 | — | Filing |
| June 12, 2024 | S (partial) | Charles Schwab IRA > DFA U.S. Core Equity 2 Portfolio (DFQTX)DFQTX | $1,001 to $15,000 | — | Filing |
| February 12, 2024 | Purchase | Charles Schwab IRA > DFA Investment Grade Portfolio (DFAPX)DFAPX | $1,001 to $15,000 | — | Filing |
| February 2, 2024 | S (partial) | Charles Schwab IRA > U.S. High Relative Profitability Portfolio Institutional Class (DURPX)DURPX | $1,001 to $15,000 | — | Filing |
| February 1, 2024 | Purchase | Charles Schwab IRA > Schwab Government Money Fund - Sweep Shares (SWGXX)SWGXX | $1,001 to $15,000 | — | Filing |
| January 31, 2024 | S (partial) | Charles Schwab IRA > DFA U.S. Core Equity 2 Portfolio (DFQTX)DFQTX | $1,001 to $15,000 | — | Filing |
The documents
Every disclosure on record for Young Kim, newest first, each linking to the filed document as the Clerk of the House published it. This page is read from those documents; where one could not be read, the row says so rather than leaving the filing out.
As filed by Young Kim under the Ethics in Government Act and published by the Clerk of the House. Every figure is the band the filer ticked, read from the filed document and not restated. A report filed on paper is published as a scan and cannot be read by this site; the documents section says which those are, and each links to the original.