Every member's trades, newest first.
Jacky Rosen: personal finances
What Jacky Rosen 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 13, 2026; the trades are from every filing on record. Read from the Secretary of the Senate on September 25, 2026.
$9.3M–$26M
reported assets less reported debts
$10M–$26M
in 176 holdings
$350k–$750k
owed across 2 debts
89
reported trades
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 Jacky Rosen’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 Jacky Rosen 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 | 14 | $364,011 to $1,010,000 |
| Jointly held | 151 | $7,203,139 to $19,970,000 |
| Spouse | 27 | $2,472,026 to $5,355,000 |
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. 16 holdings carry no value: the form lets a filer report an asset as undetermined rather than priced, and these are in the table with a dash and in no total.
| Asset | Value | Income type | Income |
|---|---|---|---|
| VWIAX - Vanguard Wellesley Income AdmiralJointly held · Mutual Funds Mutual Fund | $1,000,001 to $5,000,000 | Excepted Investment Fund | $50,001 to $100,000 |
| FCNTX - Fidelity Contrafund FundJointly held · Mutual Funds Mutual Fund | $500,001 to $1,000,000 | Excepted Investment Fund | $15,001 to $50,000 |
| JACTX - Janus Henderson Forty TSpouse · Mutual Funds Mutual Fund | $500,001 to $1,000,000 | Excepted Investment Fund | $0 to $200 |
| TWCUX - ULTRA FUND - Investor Class Filer comment: Name change. Previously reported as American Century Ultra Inv (TWCUX)TWCUXJointly held · Mutual Funds Mutual Fund | $500,001 to $1,000,000 | Excepted Investment Fund | $50,001 to $100,000 |
| ACSTX - Invesco Comstock ASpouse · Mutual Funds Mutual Fund | $250,001 to $500,000 | Excepted Investment Fund | $0 to $200 |
| AMZN - Amazon.com, Inc.Jointly held · Corporate Securities Stock | $250,001 to $500,000 | None | $0 to $200 |
| BIGRX - DISCIPLINED CORE VALUE FUND - Investor Class Filer comment: Name change. Previously reported as American Century Income and Growth Inv (BIGRX)BIGRXJointly held · Mutual Funds Mutual Fund | $250,001 to $500,000 | Excepted Investment Fund | $15,001 to $50,000 |
| FCNTX - Fidelity ContrafundSpouse · Mutual Funds Mutual Fund | $250,001 to $500,000 | Excepted Investment Fund | $0 to $200 |
| FCNTX - Fidelity ContrafundJointly held · Mutual Funds Mutual Fund | $250,001 to $500,000 | Excepted Investment Fund | $15,001 to $50,000 |
| HACAX - Harbor Capital Appreciation InstlSpouse · Mutual Funds Mutual Fund | $250,001 to $500,000 | Excepted Investment Fund | $0 to $200 |
| QQQ - Invesco QQQ TrustSpouse · Mutual Funds Exchange Traded Fund/Note | $250,001 to $500,000 | Excepted Investment Fund | $0 to $200 |
| SNSXX - The Charles Schwab Family of Funds - Schwab U.S. TJointly held · Mutual Funds Mutual Fund | $250,001 to $500,000 | Excepted Investment Fund | $5,001 to $15,000 |
| VWNAX - Vanguard Windsor II Fund Admiral SharesJointly held · Mutual Funds Mutual Fund | $250,001 to $500,000 | Excepted Investment Fund | $15,001 to $50,000 |
| AAPL - Apple Inc.Jointly held · Corporate Securities Stock | $100,001 to $250,000 | Dividends | $201 to $1,000 |
| ACSTX - Invesco Comstock AJointly held · Mutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $5,001 to $15,000 |
| ADBE - Adobe Inc.Jointly held · Corporate Securities Stock | $100,001 to $250,000 | None | $0 to $200 |
| BRK-B - Berkshire Hathaway Inc.Jointly held · Corporate Securities Stock | $100,001 to $250,000 | None | $0 to $200 |
| BRK-B - Berkshire Hathaway Inc.Jointly held · Corporate Securities Stock | $100,001 to $250,000 | None | $0 to $200 |
| FAGAX - Fidelity Advisor Series IISpouse · Mutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $0 to $200 |
| FEQIX - Fidelity Equity-IncomeMutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $0 to $200 |
| FEQTX - Fidelity Equity Dividend Income FundJointly held · Mutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $5,001 to $15,000 |
| FMAGX - Fidelity MagellanMutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $0 to $200 |
| FMIJX - FMI InternationalSpouse · Mutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $0 to $200 |
| FPURX - Fidelity PuritanMutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $0 to $200 |
| FSKAX - Fidelity Total Market IndexJointly held · Mutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $1,001 to $2,500 |
Show the remaining 167 holdings (all 192)
| Asset | Value | Income type | Income |
|---|---|---|---|
| FXNAX - Fidelity U.S. Bond Index FundJointly held · Mutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $2,501 to $5,000 |
| GDX - VanEck Vectors Gold Miners ETFJointly held · Mutual Funds Exchange Traded Fund/Note | $100,001 to $250,000 | Excepted Investment Fund | $1,001 to $2,500 |
| GLD - SPDR Gold TrustJointly held · Mutual Funds Exchange Traded Fund/Note | $100,001 to $250,000 | None | $0 to $200 |
| IWD - iShares Russell 1000 Value ETFSpouse · Mutual Funds Exchange Traded Fund/Note | $100,001 to $250,000 | Excepted Investment Fund | $0 to $200 |
| JAWWX - Janus Henderson Global Research Fund Class TJointly held · Mutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $5,001 to $15,000 |
| MSIGX - Invesco Main Street Fund Class ASpouse · Mutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $0 to $200 |
| SLV - iShares Silver TrustJointly held · Mutual Funds Exchange Traded Fund/Note | $100,001 to $250,000 | Excepted Investment Fund | $0 to $200 |
| TT - Trane Technologies plcJointly held · Corporate Securities Stock | $100,001 to $250,000 | Dividends | $1,001 to $2,500 |
| VFIAX - Vanguard 500 Index Fd Admiral ShsJointly held · Mutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $1,001 to $2,500 |
| VFICX - Vanguard Intermediate-Term Investment-Grade Fund IJointly held · Mutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $5,001 to $15,000 |
| VFIDX - Vanguard Intermediate-Term Investment Grade FundJointly held · Mutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $5,001 to $15,000 |
| VGSTX - Vanguard STAR InvSpouse · Mutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $0 to $200 |
| VLO - Valero Energy CorporationJointly held · Corporate Securities Stock | $100,001 to $250,000 | Dividends | $2,501 to $5,000 |
| VWEAX - Vanguard High-Yield Corporate Fund Admiral ShareJointly held · Mutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $5,001 to $15,000 |
| VWESX - Vanguard Long-Term Investment-Grade Fund InvestorJointly held · Mutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $5,001 to $15,000 |
| VWINX - Vanguard Wellesley Income Fund Investor SharesJointly held · Mutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $15,001 to $50,000 |
| VWINX - Vanguard Wellesley Income InvSpouse · Mutual Funds Mutual Fund | $100,001 to $250,000 | Excepted Investment Fund | $0 to $200 |
| Wells Fargo (Portland, OR) Type: Checking, SavingsJointly held · Bank Deposit | $100,001 to $250,000 | None | $0 to $200 |
| AMGN - Amgen Inc.Jointly held · Corporate Securities Stock | $50,001 to $100,000 | Dividends | $1,001 to $2,500 |
| CSRSX - Cohen & Steers Realty Shares FundJointly held · Mutual Funds Mutual Fund | $50,001 to $100,000 | Excepted Investment Fund | $1,001 to $2,500 |
| DLR - Digital Realty Trust, Inc. Filer comment: Capital gain distributionJointly held · Corporate Securities Stock | $50,001 to $100,000 | Dividends, Capital Gains | $1,001 to $2,500 |
| EVTMX - Eaton Vance Dividend Builder Fd Cl ASpouse · Mutual Funds Mutual Fund | $50,001 to $100,000 | Excepted Investment Fund | $0 to $200 |
| FRESX - Fidelity Real Estate Investment PortfolioJointly held · Mutual Funds Mutual Fund | $50,001 to $100,000 | Excepted Investment Fund | $1,001 to $2,500 |
| GDX - VanEck Vectors Gold Miners ETFSpouse · Mutual Funds Exchange Traded Fund/Note | $50,001 to $100,000 | Excepted Investment Fund | $0 to $200 |
| GE - GE Aerospace Common Stock Filer comment: Formerly known as General Electric Company (GE)GEJointly held · Corporate Securities Stock | $50,001 to $100,000 | Dividends | $201 to $1,000 |
| GWW - W.W. Grainger, Inc.Jointly held · Corporate Securities Stock | $50,001 to $100,000 | Dividends | $201 to $1,000 |
| IAT - iShares US Regional Banks ETFSpouse · Mutual Funds Exchange Traded Fund/Note | $50,001 to $100,000 | Excepted Investment Fund | $0 to $200 |
| IWO - iShares Russell 2000 Growth ETFJointly held · Mutual Funds Exchange Traded Fund/Note | $50,001 to $100,000 | Excepted Investment Fund | $201 to $1,000 |
| KIE - SPDR S&P Insurance ETFJointly held · Mutual Funds Exchange Traded Fund/Note | $50,001 to $100,000 | Excepted Investment Fund | $1,001 to $2,500 |
| KXI - iShares Global Consumer Staples ETFSpouse · Mutual Funds Exchange Traded Fund/Note | $50,001 to $100,000 | Excepted Investment Fund | $0 to $200 |
| PTTAX - PIMCO Total Return Fund Class AJointly held · Mutual Funds Mutual Fund | $50,001 to $100,000 | Excepted Investment Fund | $2,501 to $5,000 |
| SCCO - Southern Copper CorporationJointly held · Corporate Securities Stock | $50,001 to $100,000 | Dividends | $1,001 to $2,500 |
| SNSXX - Schwab U.S. Treasury Money Fund - Investor SharesJointly held · Mutual Funds Mutual Fund | $50,001 to $100,000 | Excepted Investment Fund | $1,001 to $2,500 |
| SNVXX - Schwab Government Money Fund - Investor SharesSpouse · Mutual Funds Mutual Fund | $50,001 to $100,000 | Excepted Investment Fund | $0 to $200 |
| SPAXX - Fidelity Government Money Market FundJointly held · Mutual Funds Mutual Fund | $50,001 to $100,000 | Excepted Investment Fund | $2,501 to $5,000 |
| SPHIX - Fidelity High IncomeJointly held · Mutual Funds Mutual Fund | $50,001 to $100,000 | Excepted Investment Fund | $2,501 to $5,000 |
| SPHIX - Fidelity High Income FundJointly held · Mutual Funds Mutual Fund | $50,001 to $100,000 | Excepted Investment Fund | $2,501 to $5,000 |
| TJX - The TJX Companies, Inc.Spouse · Corporate Securities Stock | $50,001 to $100,000 | None | $0 to $200 |
| TRV - The Travelers Companies, Inc.Jointly held · Corporate Securities Stock | $50,001 to $100,000 | Dividends | $201 to $1,000 |
| UNP - Union Pacific CorporationJointly held · Corporate Securities Stock | $50,001 to $100,000 | Dividends | $1,001 to $2,500 |
| VEU - Vanguard FTSE All-World ex-US Index Fund ETF ShareJointly held · Mutual Funds Exchange Traded Fund/Note | $50,001 to $100,000 | Excepted Investment Fund | $1,001 to $2,500 |
| VSGDX - Vanguard Short-Term Federal AdmJointly held · Mutual Funds Mutual Fund | $50,001 to $100,000 | Excepted Investment Fund | $2,501 to $5,000 |
| VWIGX - Vanguard International Growth Fund Investor SharesJointly held · Mutual Funds Mutual Fund | $50,001 to $100,000 | Excepted Investment Fund | $5,001 to $15,000 |
| Wells Fargo (Portland, OR) Type: Checking, SavingsJointly held · Bank Deposit | $50,001 to $100,000 | None | $0 to $200 |
| XAR - SPDR S&P Aerospace & Defense ETFJointly held · Mutual Funds Exchange Traded Fund/Note | $50,001 to $100,000 | Excepted Investment Fund | $201 to $1,000 |
| XLE - Energy Select Sector SPDR ETFSpouse · Mutual Funds Exchange Traded Fund/Note | $50,001 to $100,000 | Excepted Investment Fund | $0 to $200 |
| AEP - American Electric Power Company, Inc.Jointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| AFL - Aflac IncorporatedJointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| ALLE - Allegion plcJointly held · Corporate Securities Stock | $15,001 to $50,000 | None | $0 to $200 |
| BAC - Bank of America CorporationJointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| BC - Brunswick CorporationJointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| BDX - Becton, Dickinson and CompanyJointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| BOTZ - Global X Robotics & Artificial Intelligence ETFJointly held · Mutual Funds Exchange Traded Fund/Note | $15,001 to $50,000 | Excepted Investment Fund | $0 to $200 |
| CHD - Church & Dwight Co., Inc.Jointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| CMI - Cummins Inc.Jointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| CSCO - Cisco Systems, Inc.Jointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| DOC - Healthpeak Properties IncJointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| EBAY - eBay Inc.Jointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| FDX - FedEx CorporationJointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| FHYTX - Federated Hermes Opportunistic High Yield Bond FMutual Funds Mutual Fund | $15,001 to $50,000 | Excepted Investment Fund | $0 to $200 |
| FHYTX - Federated Hermes Opportunistic High Yield Bond FJointly held · Mutual Funds Mutual Fund | $15,001 to $50,000 | Excepted Investment Fund | $1,001 to $2,500 |
| FHYTX - Federated Hermes Opportunistic High Yield Bond FJointly held · Mutual Funds Mutual Fund | $15,001 to $50,000 | Excepted Investment Fund | $1,001 to $2,500 |
| FITB - Fifth Third BancorpJointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| FMIJX - FMI International FundJointly held · Mutual Funds Mutual Fund | $15,001 to $50,000 | Excepted Investment Fund | $2,501 to $5,000 |
| FZDXX - Fidelity Money Market Fund - Premium ClassJointly held · Mutual Funds Mutual Fund | $15,001 to $50,000 | Excepted Investment Fund | $201 to $1,000 |
| GE - GE Aerospace Common Stock Filer comment: Formerly known as General Electric Company (GE)GECorporate Securities Stock | $15,001 to $50,000 | None | $0 to $200 |
| GE - GE Aerospace Common Stock Filer comment: Formerly known as General Electric Company (GE)GEJointly held · Corporate Securities Stock | $15,001 to $50,000 | None | $0 to $200 |
| GE - GE Aerospace Common Stock Filer comment: Formerly known as General Electric Company (GE)GEJointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| GEV - GE Vernova Inc. Common StockCorporate Securities Stock | $15,001 to $50,000 | None | $0 to $200 |
| GEV - GE Vernova Inc. Common StockJointly held · Corporate Securities Stock | $15,001 to $50,000 | None | $0 to $200 |
| GEV - GE Vernova Inc. Common StockJointly held · Corporate Securities Stock | $15,001 to $50,000 | None | $0 to $200 |
| GEV - GE Vernova Inc. Common StockJointly held · Corporate Securities Stock | $15,001 to $50,000 | None | $0 to $200 |
| GILD - Gilead Sciences, Inc.Jointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| HTO - H2O America - Common Stock Filer comment: Name change - previously reported as SJW Group (SJW)SJWJointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| IAT - iShares U.S. Regional Banks ETFJointly held · Mutual Funds Exchange Traded Fund/Note | $15,001 to $50,000 | Excepted Investment Fund | $201 to $1,000 |
| INTC - Intel CorporationJointly held · Corporate Securities Stock | $15,001 to $50,000 | None | $0 to $200 |
| IR - Ingersoll-Rand PlcJointly held · Corporate Securities Stock | $15,001 to $50,000 | None | $0 to $200 |
| ITW - Illinois Tool Works Inc.Jointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JAZZ - Jazz Pharmaceuticals plcJointly held · Corporate Securities Stock | $15,001 to $50,000 | None | $0 to $200 |
| KEYS - Keysight Technologies, Inc.Jointly held · Corporate Securities Stock | $15,001 to $50,000 | None | $0 to $200 |
| LAZ - Lazard LtdJointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| LCEIX - Invesco Diversified Dividend Fund Investor ClassJointly held · Mutual Funds Mutual Fund | $15,001 to $50,000 | Excepted Investment Fund | $2,501 to $5,000 |
| LSTR - Landstar System, Inc.Jointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| MOO - VanEck Vectors Agribusiness ETFJointly held · Mutual Funds Exchange Traded Fund/Note | $15,001 to $50,000 | Excepted Investment Fund | $201 to $1,000 |
| MSIGX - Oppenheimer Main Street AMutual Funds Mutual Fund | $15,001 to $50,000 | Excepted Investment Fund | $0 to $200 |
| NVS - Novartis AGJointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| OLED - Universal Display CorporationJointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| PFE - Pfizer Inc.Jointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| PPL - PPL CorporationJointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| PTTAX - PIMCO Total Return Fund Class AJointly held · Mutual Funds Mutual Fund | $15,001 to $50,000 | Excepted Investment Fund | $201 to $1,000 |
| RSP - Invesco S&P 500 Equal Weight ETFJointly held · Mutual Funds Exchange Traded Fund/Note | $15,001 to $50,000 | Excepted Investment Fund | $201 to $1,000 |
| ST - Sensata Technologies Holding plcJointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| T - AT&T Inc.Jointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| TPR - Tapestry, Inc.Jointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| VAFAX - Invesco American Franchise Fund Class ASpouse · Mutual Funds Mutual Fund | $15,001 to $50,000 | Excepted Investment Fund | $0 to $200 |
| VFICX - Vanguard Intermediate-Term Investment Grade FundJointly held · Mutual Funds Mutual Fund | $15,001 to $50,000 | Excepted Investment Fund | $1,001 to $2,500 |
| VWEHX - Vanguard High-Yield Corporate Fund Investor SharesJointly held · Mutual Funds Mutual Fund | $15,001 to $50,000 | Excepted Investment Fund | $1,001 to $2,500 |
| VZ - Verizon Communications Inc.Jointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| Wells Fargo (Portland, OR) Type: Checking, SavingsJointly held · Bank Deposit | $15,001 to $50,000 | None | $0 to $200 |
| WFC - Wells Fargo & CompanyJointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| WTRG - Essential Utilities, Inc.Jointly held · Corporate Securities Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| XAR - SPDR S&P Aerospace & Defense ETFJointly held · Mutual Funds Exchange Traded Fund/Note | $15,001 to $50,000 | None | $0 to $200 |
| AGNC - AGNC Investment Corp.Jointly held · Corporate Securities Stock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| AGNC - AGNC Investment Corp.Jointly held · Corporate Securities Stock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| ALC - Alcon, Inc.Jointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| APA - Apache CorporationJointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| AVGO - Broadcom Inc. - Common StockSpouse · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| CE - Celanese CorporationJointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| Charles Schwab (San Franciso, CA) Type: Brokerage Sweep AccountJointly held · Bank Deposit | $1,001 to $15,000 | None | $0 to $200 |
| Charles Schwab Bank (San Franciso, CA) Type: CheckingJointly held · Bank Deposit | $1,001 to $15,000 | None | $0 to $200 |
| CRI - Carter's, Inc.Jointly held · Corporate Securities Stock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| D - Dominion Energy, Inc.Jointly held · Corporate Securities Stock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| DELL - Dell Technologies IncSpouse · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| ELME - Elme Communities Common StockJointly held · Corporate Securities Stock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| ENB - Enbridge Inc.Jointly held · Corporate Securities Stock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| EVRG - Evergy, Inc.Spouse · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| FAX - Aberdeen Asia-Pacific Income Fund, Inc.Jointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| FGOVX - Fidelity Government IncomeJointly held · Mutual Funds Mutual Fund | $1,001 to $15,000 | Excepted Investment Fund | $0 to $200 |
| GE - GE Aerospace Common Stock Filer comment: Formerly known as General Electric Company (GE)GESpouse · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| GEHC - GE HealthCare Technologies Inc. - Common StockCorporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| GEHC - GE HealthCare Technologies Inc. - Common StockJointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| GEHC - GE HealthCare Technologies Inc. - Common StockJointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| GEHC - GE HealthCare Technologies Inc. - Common StockJointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| GEV - GE Vernova Inc. Common StockSpouse · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| HPE - Hewlett Packard Enterprise CompanyJointly held · Corporate Securities Stock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| HPQ - HP Inc.Jointly held · Corporate Securities Stock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| ICCC - ImmuCell CorporationJointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| ICCC - ImmuCell CorporationJointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| KTB - Kontoor Brands, Inc.Jointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| NLY - Annaly Capital Management, Inc.Jointly held · Corporate Securities Stock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| PYPL - PayPal Holdings, Inc.Jointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| RSP - Invesco S&P 500 Equal Weight ETFSpouse · Mutual Funds Exchange Traded Fund/Note | $1,001 to $15,000 | Excepted Investment Fund | $0 to $200 |
| Schwab Bank (San Francisco, CA) Type: Brokerage Sweep Account, Money Market AccountSpouse · Bank Deposit | $1,001 to $15,000 | None | $0 to $200 |
| Schwab Bank (San Francisco, CA) Type: Brokerage Sweep Account, Money Market AccountJointly held · Bank Deposit | $1,001 to $15,000 | None | $0 to $200 |
| SDZNY - Sandoz Group AGJointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| SHO - Sunstone Hotel Investors, Inc. Filer comment: Capital gain distributionJointly held · Corporate Securities Stock | $1,001 to $15,000 | Dividends, Capital Gains | $201 to $1,000 |
| SNSXX - Schwab U.S. Treasury Money Fund - Investor SharesMutual Funds Mutual Fund | $1,001 to $15,000 | Excepted Investment Fund | $0 to $200 |
| T - AT&T Inc.Jointly held · Corporate Securities Stock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| T - AT&T Inc.Jointly held · Corporate Securities Stock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| TAP - Molson Coors Brewing CompanyJointly held · Corporate Securities Stock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| VAFAX - Invesco American Franchise Fund Class AJointly held · Mutual Funds Mutual Fund | $1,001 to $15,000 | Excepted Investment Fund | $1,001 to $2,500 |
| VFC - V.F. CorporationJointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| VWESX - Vanguard Long-Term Investment Grade Fund InvestoJointly held · Mutual Funds Mutual Fund | $1,001 to $15,000 | Excepted Investment Fund | $201 to $1,000 |
| VZ - Verizon Communications Inc.Jointly held · Corporate Securities Stock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| WAB - Wabtec CorpJointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| WAB - Westinghouse Air Brake Technologies Corporation CoJointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| WAB - Westinghouse Air Brake Technologies Corporation Common StockCorporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| WBD - Warner Bros. Discovery, Inc. - Series A Common StoJointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| WBD - Warner Bros. Discovery, Inc. - Series A Common StoJointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| WBD - Warner Bros. Discovery, Inc. - Series A Common Sto Filer comment: Appreciated over $1,000 thresholdJointly held · Corporate Securities Stock | $1,001 to $15,000 | None | $0 to $200 |
| Wells Fargo (Portland, OR) Type: Brokerage Sweep AccountBank Deposit | $1,001 to $15,000 | None | $0 to $200 |
| B - Barnes Group Inc. Filer comment: Cash merger with Apollo Global Management Inc. on 1/28/2025.Jointly held · Corporate Securities Stock | — | Capital Gains | $5,001 to $15,000 |
| Brokerage #1Jointly held · Brokerage/Managed Account | — | — | — |
| Brokerage #2Jointly held · Brokerage/Managed Account | — | — | — |
| Brokerage #3Jointly held · Brokerage/Managed Account | — | — | — |
| Brokerage #4Jointly held · Brokerage/Managed Account | — | — | — |
| Brokerage #5Jointly held · Brokerage/Managed Account | — | — | — |
| Brokerage #7Jointly held · Brokerage/Managed Account | — | — | — |
| GLD - SPDR 金 ETFJointly held · Mutual Funds Exchange Traded Fund/Note | — | Excepted Investment Fund | $15,001 to $50,000 |
| IRA ContributorySpouse · Retirement Plans IRA | — | — | — |
| IRA Rollover #1Retirement Plans IRA | — | — | — |
| IRA Rollover #2Retirement Plans IRA | — | — | — |
| Larry and Jacklyn Rosen Family TrustJointly held · Trust General Trust | — | — | — |
| PDCO - Patterson Companies, Inc. Filer comment: Cash merger with Patient Square Capital on 4/21/2025. The merger resulted in an overall loss.Jointly held · Corporate Securities Stock | — | None | $0 to $200 |
| Rosen Family Limited Partnership Company: Rosen Family Limited Partnership (Henderson, NV) Description: Investment EntityJointly held · Business Entity Limited Partnership (LP) | — | — | — |
| Self Employment IRA (SEP)SEPRetirement Plans IRA | — | — | — |
| SLV - iShares Silver TrustJointly held · Mutual Funds Exchange Traded Fund/Note | — | Excepted Investment Fund | $5,001 to $15,000 |
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.
$302,000 to $835,500 over 2025, from 180 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 |
|---|---|---|---|
| Wells Fargo Bank, NA Sioux Falls, SDJointly held | Mortgage | 2019 | $250,001 to $500,000 |
| Capitol Hill Tower Housing Cooperative, In.c Washington, DCJointly held | Other (Co-Op building loan) | 2019 | $100,001 to $250,000 |
Reported liabilities total $350,002 to $750,000 across 2 debts.
What they trade
Every securities transaction Jacky Rosen 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.
35 trades in 2025 · 23 trades in 2024 · 31 trades in 2023.
| Date | What | Asset | Amount | Reported as known | Document |
|---|---|---|---|---|---|
| December 26, 2025 | Purchase | Fidelity Advisor Growth Opportunities Fund - Class AFAGAXSpouse | $1,001 to $15,000 | — | Filing |
| December 23, 2025 | Purchase | Vanguard Star Fund - Investor SharesVGSTXSpouse | $1,001 to $15,000 | — | Filing |
| December 19, 2025 | Purchase | Fidelity Equity-Income FundFEQIX | $1,001 to $15,000 | — | Filing |
| December 19, 2025 | Purchase | Fidelity Puritan FundFPURX | $1,001 to $15,000 | — | Filing |
| December 19, 2025 | Purchase | Fidelity Total Market Index FundFSKAXJointly held | $1,001 to $15,000 | — | Filing |
| December 19, 2025 | Purchase | International Fund - International Fund Investor ClassFMIJXSpouse | $1,001 to $15,000 | — | Filing |
| December 18, 2025 | Purchase | INVESCO AMERICAN FRANCHISE FUND - Class AVAFAXSpouse | $1,001 to $15,000 | — | Filing |
| December 18, 2025 | Purchase | MSIGX - Invesco Main Street Fund Class ASpouse | $1,001 to $15,000 | — | Filing |
| December 17, 2025 | Purchase | VANGUARD WELLESLEY INCOME FUND - Investor SharesVWINXSpouse | $1,001 to $15,000 | — | Filing |
| December 16, 2025 | Purchase | DISCIPLINED CORE VALUE FUND - Investor ClassBIGRXJointly held | $1,001 to $15,000 | — | Filing |
| December 16, 2025 | Purchase | DISCIPLINED CORE VALUE FUND - Investor ClassBIGRXJointly held | $15,001 to $50,000 | — | Filing |
| December 16, 2025 | Purchase | ULTRA FUND - Investor ClassTWCUXJointly held | $50,001 to $100,000 | — | Filing |
| December 11, 2025 | Purchase | Harbor Capital Appreciation Fund - Institutional ClassHACAXSpouse | $15,001 to $50,000 | — | Filing |
| December 11, 2025 | Purchase | INVESCO COMSTOCK FUND - Class AACSTXJointly held | $1,001 to $15,000 | — | Filing |
| December 11, 2025 | Purchase | INVESCO COMSTOCK FUND - Class AACSTXSpouse | $1,001 to $15,000 | — | Filing |
| December 11, 2025 | Purchase | INVESCO COMSTOCK FUND - Class AACSTXSpouse | $15,001 to $50,000 | — | Filing |
| December 9, 2025 | Purchase | Eaton Vance Dividend Builder Fund - Eaton Vance Dividend Builder Fund Class AEVTMXSpouse | $1,001 to $15,000 | — | Filing |
| December 5, 2025 | Purchase | Fidelity ContrafundFCNTXSpouse | $1,001 to $15,000 | — | Filing |
| December 5, 2025 | Purchase | Fidelity ContrafundFCNTXJointly held | $15,001 to $50,000 | — | Filing |
| December 5, 2025 | Purchase | Fidelity Magellan FundFMAGX | $1,001 to $15,000 | — | Filing |
| December 5, 2025 | Purchase | Janus Henderson Forty Fund - Class TJACTXSpouse | $50,001 to $100,000 | — | Filing |
| October 10, 2025 | Purchase | Fidelity Puritan FundFPURX | $1,001 to $15,000 | — | Filing |
| September 26, 2025 | Purchase | Vanguard Intermediate-Term Investment-Grade Fund - Investor SharesVFICXJointly held | $15,001 to $50,000 | — | Filing |
| September 25, 2025 | Purchase | INVESCO COMSTOCK FUND - Class AACSTXSpouse | $1,001 to $15,000 | — | Filing |
| September 19, 2025 | Purchase | VANGUARD WELLESLEY INCOME FUND - Investor SharesVWINXSpouse | $1,001 to $15,000 | — | Filing |
Show the remaining 64 trades (all 89)
| Date | What | Asset | Amount | Reported as known | Document |
|---|---|---|---|---|---|
| July 17, 2025 | Purchase | Invesco S&P 500 Equal Weight ETFRSPJointly held | $15,001 to $50,000 | — | Filing |
| June 30, 2025 | Purchase | Vanguard Star Fund - Investor SharesVGSTXSpouse | $1,001 to $15,000 | — | Filing |
| June 26, 2025 | Purchase | INVESCO COMSTOCK FUND - Class AACSTXSpouse | $1,001 to $15,000 | — | Filing |
| June 20, 2025 | Purchase | VANGUARD WELLESLEY INCOME FUND - Investor SharesVWINXSpouse | $1,001 to $15,000 | — | Filing |
| March 27, 2025 | Purchase | INVESCO COMSTOCK FUND - Class AACSTXSpouse | $1,001 to $15,000 | — | Filing |
| March 21, 2025 | Purchase | VANGUARD WELLESLEY INCOME FUND - Investor SharesVWINXSpouse | $1,001 to $15,000 | — | Filing |
| March 17, 2025 | Purchase | Vanguard Long-Term Investment-Grade Fund - Investor SharesVWESXJointly held | $15,001 to $50,000 | — | Filing |
| March 14, 2025 | Sale (Full) | SPDR Gold SharesGLDJointly held | $50,001 to $100,000 | — | Filing |
| March 11, 2025 | Sale (Full) | iShares Silver TrustSLVJointly held | $15,001 to $50,000 | — | Filing |
| February 7, 2025 | Purchase | Fidelity ContrafundFCNTXSpouse | $1,001 to $15,000 | — | Filing |
| December 30, 2024 | Purchase | Vanguard Star FundVGSTXSpouse | $1,001 to $15,000 | — | Filing |
| December 20, 2024 | Purchase | Fidelity Equity Income FundFEQIX | $1,001 to $15,000 | — | Filing |
| December 20, 2024 | Purchase | Fidelity Puritan FundFPURX | $1,001 to $15,000 | — | Filing |
| December 20, 2024 | Purchase | Fidelity Total Market Index FundFSKAXJointly held | $1,001 to $15,000 | — | Filing |
| December 20, 2024 | Purchase | Harbor Capital Appreciation Fund Insti ClHACAXSpouse | $15,001 to $50,000 | — | Filing |
| December 18, 2024 | Purchase | Vanguard Wellesley Income FundVWINXSpouse | $1,001 to $15,000 | — | Filing |
| December 17, 2024 | Purchase | American Century Ultra Investor ClassTWCUXJointly held | $15,001 to $50,000 | — | Filing |
| December 16, 2024 | Purchase | Invesco Main Street Fund Class AMSIGXSpouse | $1,001 to $15,000 | — | Filing |
| December 12, 2024 | Purchase | Invesco Comstock Fund Class AACSTXJointly held | $1,001 to $15,000 | — | Filing |
| December 12, 2024 | Purchase | Invesco Comstock Fund Class AACSTXSpouse | $15,001 to $50,000 | — | Filing |
| December 10, 2024 | Purchase | Eaton Vance Dividend Builder Fd Cl AEVTMXSpouse | $1,001 to $15,000 | — | Filing |
| December 6, 2024 | Purchase | Fidelity Contra FundFCNTXSpouse | $1,001 to $15,000 | — | Filing |
| December 6, 2024 | Purchase | Fidelity MagellanFMAGX | $1,001 to $15,000 | — | Filing |
| December 6, 2024 | Purchase | Janus Henderson Forty Fund - T SharesJACTXSpouse | $15,001 to $50,000 | — | Filing |
| October 11, 2024 | Purchase | Fidelity Puritan FundFPURX | $1,001 to $15,000 | — | Filing |
| September 26, 2024 | Purchase | Invesco Comstock Fund Class AACSTXSpouse | $1,001 to $15,000 | — | Filing |
| September 20, 2024 | Purchase | Vanguard Wellesley Income FundVWINXSpouse | $1,001 to $15,000 | — | Filing |
| June 28, 2024 | Purchase | Vanguard Star FundVGSTXSpouse | $1,001 to $15,000 | — | Filing |
| June 27, 2024 | Purchase | Invesco Comstock Fund Class AACSTXSpouse | $1,001 to $15,000 | — | Filing |
| June 21, 2024 | Purchase | Vanguard Wellesley Income FundVWINXSpouse | $1,001 to $15,000 | — | Filing |
| May 10, 2024 | Purchase | Fidelity MagellanFMAGX | $1,001 to $15,000 | — | Filing |
| April 24, 2024 | Purchase | Vanguard Long-Term Investment Grade Fund InvestoVWESXJointly held | $15,001 to $50,000 | — | Filing |
| March 28, 2024 | Purchase | Invesco Comstock Fund Class AACSTXSpouse | $1,001 to $15,000 | — | Filing |
| December 27, 2023 | Purchase | Vanguard Star FundVGSTXSpouse | $1,001 to $15,000 | — | Filing |
| December 19, 2023 | Purchase | American Century Ultra Investor ClassTWCUXJointly held | $15,001 to $50,000 | — | Filing |
| December 18, 2023 | Purchase | Invesco Oppenheimer Main Street Fund Class AMSIGX | $1,001 to $15,000 | — | Filing |
| December 18, 2023 | Purchase | Vanguard Wellesley Income FundVWINXSpouse | $1,001 to $15,000 | — | Filing |
| December 15, 2023 | Purchase | Fidelity Puritan FundFPURX | $1,001 to $15,000 | — | Filing |
| December 15, 2023 | Purchase | Fidelity Total Market Index FundFSKAXJointly held | $1,001 to $15,000 | — | Filing |
| December 15, 2023 | Purchase | Invesco Oppenheimer Main Street Fund Class AMSIGXSpouse | $1,001 to $15,000 | — | Filing |
| December 13, 2023 | Purchase | Invesco Comstock Fund Class AACSTXJointly held | $1,001 to $15,000 | — | Filing |
| December 13, 2023 | Purchase | Invesco Comstock Fund Class AACSTXSpouse | $15,001 to $50,000 | — | Filing |
| December 8, 2023 | Purchase | Eaton Vance Dividend Builder Fd Cl AEVTMXSpouse | $1,001 to $15,000 | — | Filing |
| December 8, 2023 | Purchase | Fidelity Contra FundFCNTXSpouse | $1,001 to $15,000 | — | Filing |
| December 8, 2023 | Purchase | Fidelity Equity Income FundFEQIX | $1,001 to $15,000 | — | Filing |
| December 8, 2023 | Purchase | Fidelity MagellanFMAGX | $1,001 to $15,000 | — | Filing |
| December 7, 2023 | Purchase | Janus Henderson Forty Fund - T SharesJACTXSpouse | $15,001 to $50,000 | — | Filing |
| October 20, 2023 | Purchase | Vanguard Long-Term Investment Grade Fund InvestoVWESXJointly held | $1,001 to $15,000 | — | Filing |
| October 13, 2023 | Purchase | Fidelity Puritan FundFPURX | $1,001 to $15,000 | — | Filing |
| September 28, 2023 | Purchase | Invesco Comstock Fund Class AACSTXSpouse | $1,001 to $15,000 | — | Filing |
| September 19, 2023 | Purchase | American Century Income and Growth Fund InvestorBIGRXJointly held | $1,001 to $15,000 | — | Filing |
| August 16, 2023 | Purchase | Invesco S&P 500 Equal Weight ETFRSPJointly held | $1,001 to $15,000 | — | Filing |
| June 30, 2023 | Purchase | Invesco S&P 500 Equal Weight ETFRSPSpouse | $1,001 to $15,000 | — | Filing |
| June 22, 2023 | Purchase | Invesco Comstock Fund Class AACSTXSpouse | $1,001 to $15,000 | — | Filing |
| May 19, 2023 | Purchase | Vanguard Long-Term Investment Grade Fund InvestoVWESXJointly held | $1,001 to $15,000 | — | Filing |
| May 12, 2023 | Purchase | Fidelity MagellanFMAGX | $1,001 to $15,000 | — | Filing |
| March 23, 2023 | Purchase | Invesco Comstock Fund Class AACSTXSpouse | $1,001 to $15,000 | — | Filing |
| March 21, 2023 | Purchase | Vanguard Intermediate-Term Investment Grade FundVFICXJointly held | $1,001 to $15,000 | — | Filing |
| February 15, 2023 | Purchase | iShares U.S. Regional Banks ETFIATSpouse | $1,001 to $15,000 | — | Filing |
| February 14, 2023 | Purchase | iShares U.S. Regional Banks ETFIATSpouse | $1,001 to $15,000 | — | Filing |
| February 10, 2023 | Purchase | Fidelity Contra FundFCNTXSpouse | $1,001 to $15,000 | — | Filing |
| January 23, 2023 | Purchase | Vanguard Intermediate-Term Investment Grade FundVFICXJointly held | $1,001 to $15,000 | — | Filing |
| January 3, 2023 | Exchange | General Electric Company Common Stock (Exchanged) GE HealthCare Technologies Inc. - Common Stock ReceivedGE GEHC | $1,001 to $15,000 | — | Filing |
| January 3, 2023 | Exchange | General Electric Company Common Stock (Exchanged) GE HealthCare Technologies Inc. - Common Stock ReceivedGE GEHCJointly held | $1,001 to $15,000 | — | Filing |
The documents
Every disclosure on record for Jacky Rosen, newest first, each linking to the filed document as the Secretary of the Senate 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.
| Report | Filed | Read | Document |
|---|---|---|---|
| Annual report for 2025the report the figures above are from | August 13, 2026 | Yes | Open |
| Annual report for 2024 | August 8, 2025 | Yes | Open |
| Amended annual report for 2024 | July 26, 2024 | NoThis report holds no table this site can read. A report filed on paper is published as a scan, which carries nothing to read. | Open |
| Annual report for 2023 | July 26, 2024 | Yes | Open |
As filed by Jacky Rosen under the Ethics in Government Act and published by the Secretary of the Senate. 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.