Jacklyn S Rosen
Senator
2025 disclosure
Jacklyn S Rosen disclosed a net worth range between $9.3M and $26M in their 2025 annual filing.
Compare this disclosure with the U.S. Senate net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$9.3M – $26M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
176
Disclosed liabilities
2
Net worth band by reporting year
2020
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-13 | $9.3M – $26M |
| 2024 | 2025-08-08 | $7.9M – $23.3M |
| 2023 | 2024-07-26 | $6.7M – $20.5M |
| 2022 | 2023-05-15 | $5.6M – $18.2M |
| 2021 | 2022-05-16 | $6.5M – $20.2M |
| 2020 | 2021-05-13 | $6M – $19M |
Disclosed assets
The assets Jacklyn S Rosen itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
176
Total disclosed (band)
$10M – $26.3M
Showing the 100 largest of 176 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| VWIAX - Vanguard Wellesley Income Admiral | Mutual Funds - Mutual Fund |
$50K - $100K
Excepted Investment Fund
|
$1M - $5M |
| FCNTX - Fidelity Contrafund Fund | Mutual Funds - Mutual Fund |
$15K - $50K
Excepted Investment Fund
|
$500K - $1M |
| JACTX - Janus Henderson Forty T | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$500K - $1M |
| TWCUX - ULTRA FUND - Investor Class | Mutual Funds - Mutual Fund |
$50K - $100K
Excepted Investment Fund
|
$500K - $1M |
| ACSTX - Invesco Comstock A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$250K - $500K |
| AMZN - Amazon.com, Inc. | Corporate Securities - Stock | — | $250K - $500K |
| BIGRX - DISCIPLINED CORE VALUE FUND - Investor Class | Mutual Funds - Mutual Fund |
$15K - $50K
Excepted Investment Fund
|
$250K - $500K |
| FCNTX - Fidelity Contrafund | Mutual Funds - Mutual Fund |
$15K - $50K
Excepted Investment Fund
|
$250K - $500K |
| FCNTX - Fidelity Contrafund | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$250K - $500K |
| HACAX - Harbor Capital Appreciation Instl | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$250K - $500K |
| QQQ - Invesco QQQ Trust | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$250K - $500K |
| SNSXX - The Charles Schwab Family of Funds - Schwab U.S. T | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$250K - $500K |
| VWNAX - Vanguard Windsor II Fund Admiral Shares | Mutual Funds - Mutual Fund |
$15K - $50K
Excepted Investment Fund
|
$250K - $500K |
| AAPL - Apple Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$100K - $250K |
| ACSTX - Invesco Comstock A | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$100K - $250K |
| ADBE - Adobe Inc. | Corporate Securities - Stock | — | $100K - $250K |
| BRK-B - Berkshire Hathaway Inc. | Corporate Securities - Stock | — | $100K - $250K |
| BRK-B - Berkshire Hathaway Inc. | Corporate Securities - Stock | — | $100K - $250K |
| FAGAX - Fidelity Advisor Series II | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| FEQIX - Fidelity Equity-Income | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| FEQTX - Fidelity Equity Dividend Income Fund | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$100K - $250K |
| FMAGX - Fidelity Magellan | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| FMIJX - FMI International | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| FPURX - Fidelity Puritan | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| FSKAX - Fidelity Total Market Index | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$100K - $250K |
| FXNAX - Fidelity U.S. Bond Index Fund | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$100K - $250K |
| GDX - VanEck Vectors Gold Miners ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Excepted Investment Fund
|
$100K - $250K |
| GLD - SPDR Gold Trust | Mutual Funds - Exchange Traded Fund/Note | — | $100K - $250K |
| IWD - iShares Russell 1000 Value ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$100K - $250K |
| JAWWX - Janus Henderson Global Research Fund Class T | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$100K - $250K |
| MSIGX - Invesco Main Street Fund Class A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| SLV - iShares Silver Trust | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$100K - $250K |
| TT - Trane Technologies plc | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$100K - $250K |
| VFIAX - Vanguard 500 Index Fd Admiral Shs | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$100K - $250K |
| VFICX - Vanguard Intermediate-Term Investment-Grade Fund I | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$100K - $250K |
| VFIDX - Vanguard Intermediate-Term Investment Grade Fund | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$100K - $250K |
| VGSTX - Vanguard STAR Inv | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| VLO - Valero Energy Corporation | Corporate Securities - Stock |
$2.5K - $5K
Dividends
|
$100K - $250K |
| VWEAX - Vanguard High-Yield Corporate Fund Admiral Share | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$100K - $250K |
| VWESX - Vanguard Long-Term Investment-Grade Fund Investor | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$100K - $250K |
| VWINX - Vanguard Wellesley Income Fund Investor Shares | Mutual Funds - Mutual Fund |
$15K - $50K
Excepted Investment Fund
|
$100K - $250K |
| VWINX - Vanguard Wellesley Income Inv | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| Wells Fargo | Bank Deposit | — | $100K - $250K |
| AMGN - Amgen Inc. | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| CSRSX - Cohen & Steers Realty Shares Fund | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$50K - $100K |
| DLR - Digital Realty Trust, Inc. | Corporate Securities - Stock |
$1K - $2.5K
Dividends, Capital Gains
|
$50K - $100K |
| EVTMX - Eaton Vance Dividend Builder Fd Cl A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| FRESX - Fidelity Real Estate Investment Portfolio | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$50K - $100K |
| GDX - VanEck Vectors Gold Miners ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$50K - $100K |
| GE - GE Aerospace Common Stock | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$50K - $100K |
| GWW - W.W. Grainger, Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$50K - $100K |
| IAT - iShares US Regional Banks ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$50K - $100K |
| IWO - iShares Russell 2000 Growth ETF | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Excepted Investment Fund
|
$50K - $100K |
| KIE - SPDR S&P Insurance ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Excepted Investment Fund
|
$50K - $100K |
| KXI - iShares Global Consumer Staples ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$50K - $100K |
| PTTAX - PIMCO Total Return Fund Class A | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$50K - $100K |
| SCCO - Southern Copper Corporation | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| SNSXX - Schwab U.S. Treasury Money Fund - Investor Shares | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$50K - $100K |
| SNVXX - Schwab Government Money Fund - Investor Shares | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| SPAXX - Fidelity Government Money Market Fund | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$50K - $100K |
| SPHIX - Fidelity High Income | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$50K - $100K |
| SPHIX - Fidelity High Income Fund | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$50K - $100K |
| TJX - The TJX Companies, Inc. | Corporate Securities - Stock | — | $50K - $100K |
| TRV - The Travelers Companies, Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$50K - $100K |
| UNP - Union Pacific Corporation | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| VEU - Vanguard FTSE All-World ex-US Index Fund ETF Share | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Excepted Investment Fund
|
$50K - $100K |
| VSGDX - Vanguard Short-Term Federal Adm | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$50K - $100K |
| VWIGX - Vanguard International Growth Fund Investor Shares | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$50K - $100K |
| Wells Fargo | Bank Deposit | — | $50K - $100K |
| XAR - SPDR S&P Aerospace & Defense ETF | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Excepted Investment Fund
|
$50K - $100K |
| XLE - Energy Select Sector SPDR ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$50K - $100K |
| AEP - American Electric Power Company, Inc. | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$15K - $50K |
| AFL - Aflac Incorporated | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| ALLE - Allegion plc | Corporate Securities - Stock | — | $15K - $50K |
| BAC - Bank of America Corporation | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| BC - Brunswick Corporation | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| BDX - Becton, Dickinson and Company | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| BOTZ - Global X Robotics & Artificial Intelligence ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| CHD - Church & Dwight Co., Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| CMI - Cummins Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| CSCO - Cisco Systems, Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| DOC - Healthpeak Properties Inc | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$15K - $50K |
| EBAY - eBay Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| FDX - FedEx Corporation | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| FHYTX - Federated Hermes Opportunistic High Yield Bond F | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$15K - $50K |
| FHYTX - Federated Hermes Opportunistic High Yield Bond F | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$15K - $50K |
| FHYTX - Federated Hermes Opportunistic High Yield Bond F | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| FITB - Fifth Third Bancorp | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$15K - $50K |
| FMIJX - FMI International Fund | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$15K - $50K |
| FZDXX - Fidelity Money Market Fund - Premium Class | Mutual Funds - Mutual Fund |
$201 - $1K
Excepted Investment Fund
|
$15K - $50K |
| GE - GE Aerospace Common Stock | Corporate Securities - Stock | — | $15K - $50K |
| GE - GE Aerospace Common Stock | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| GE - GE Aerospace Common Stock | Corporate Securities - Stock | — | $15K - $50K |
| GEV - GE Vernova Inc. Common Stock | Corporate Securities - Stock | — | $15K - $50K |
| GEV - GE Vernova Inc. Common Stock | Corporate Securities - Stock | — | $15K - $50K |
| GEV - GE Vernova Inc. Common Stock | Corporate Securities - Stock | — | $15K - $50K |
| GEV - GE Vernova Inc. Common Stock | Corporate Securities - Stock | — | $15K - $50K |
| GILD - Gilead Sciences, Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| HTO - H2O America - Common Stock | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| IAT - iShares U.S. Regional Banks ETF | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Excepted Investment Fund
|
$15K - $50K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
2
Total disclosed (band)
$350K – $750K
| Description | Amount owed |
|---|---|
| Mortgage (Wells Fargo Bank, NA) | $250K - $500K |
| Other (Co-Op building loan) (Capitol Hill Tower Housing Cooperative, In.c) | $100K - $250K |
Recent stock trades
Disclosed trades
1
Avg. disclosure lag
24 days
Filed past 45-day deadline
0%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2019-04-15 | APC Stock · Anadarko Petroleum Corporation | Sell | Joint | $15K - $50K | 2019-05-09 | 24d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-04. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-04). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
No Reconstructed Holdings
No open positions could be reconstructed from this member's disclosed trades.