Steve Cohen
Representative
TN-9
2025 disclosure
Steve Cohen (TN-9) disclosed a net worth range between $5.5M and $15.5M in their 2025 annual filing.
Compare this disclosure with the House of Representatives 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)
$5.5M – $15.5M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
90
Disclosed liabilities
0
Net worth band by reporting year
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-15 | $5.5M – $15.5M |
| 2024 | 2025-05-14 | $5.3M – $12.3M |
| 2023 | 2024-05-15 | $4.1M – $10.3M |
| 2022 | 2023-08-10 | $3.8M – $9.7M |
| 2021 | 2022-08-13 | $4.1M – $9.9M |
Disclosed assets
The assets Steve Cohen 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
90
Total disclosed (band)
$5.5M – $15.5M
| Description | Type | Income | Value |
|---|---|---|---|
| Stephens Advantage Account ⇒ US Treas Bill Maturity 2/19/2026 | GS |
Interest
|
$1M - $5M |
| TN 401k ⇒ Tennessee Stable Value Fund | MF |
Tax-Deferred
|
$500K - $1M |
| Stephens Advantage Account ⇒ Berkshire Hathaway Inc. New (BRK.B) | ST | — | $250K - $500K |
| Stephens Advantage Account ⇒ Federated Hermes Government Obligations Fund Svc Shares (GOSXX) | MF |
$5K - $15K
Dividends
|
$250K - $500K |
| Stephens Advantage Account ⇒ International Business Machines Corporation (IBM) | ST |
$5K - $15K
Dividends
|
$250K - $500K |
| Stephens Advantage Account ⇒ US Treas Bill Mat 5/14/2026 | GS |
Interest
|
$250K - $500K |
| Stephens SEP IRA ⇒ Microsoft Corporation (MSFT) | ST |
Tax-Deferred
|
$250K - $500K |
| TN 457 ⇒ Tennessee Stable Value Fund | MF |
Tax-Deferred
|
$250K - $500K |
| Stephens Advantage Account ⇒ Amgen Inc. (AMGN) | ST |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Stephens Advantage Account ⇒ AutoZone, Inc. (AZO) | ST | — | $100K - $250K |
| Stephens Advantage Account ⇒ Capital Group Municipal Income ETF (CGMU) | EF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Stephens Advantage Account ⇒ FRANKLIN RISING DIVIDENDS FUND | MF |
$1K - $2.5K
Interest
|
$100K - $250K |
| Stephens Advantage Account ⇒ FedEx Corporation (FDX) | ST |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Stephens Advantage Account ⇒ Invesco Variable Rate Preferred | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| Stephens Advantage Account ⇒ Marriott International - Class A (MAR) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Stephens Advantage Account ⇒ Northrop Grumman Corporation (NOC) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Stephens Advantage Account ⇒ Vanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF (VTES) | EF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Stephens SEP IRA ⇒ Berkshire Hathaway Inc. New (BRK.B) | ST |
Tax-Deferred
|
$100K - $250K |
| Stephens SEP IRA ⇒ Exxon Mobil Corporation (XOM) | ST |
Tax-Deferred
|
$100K - $250K |
| Stephens Advantage Account ⇒ Barrick Gold Corporation (ABX) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Stephens Advantage Account ⇒ Eli Lilly and Company Common Stock (LLY) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Stephens Advantage Account ⇒ Mid-America Apartment Communities, Inc. (MAA) | ST |
$2.5K - $5K
Dividends
|
$50K - $100K |
| Stephens Advantage Account ⇒ Schwab Strategic TR US Dividend Equity | EF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| Stephens Advantage Account ⇒ VanEck Preferred Securities ex Financials ETF (PFXF) | EF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| Stephens Roth IRA ⇒ First Horizon Corporation Common Stock (FHN) | ST |
Tax-Deferred
|
$50K - $100K |
| Stephens SEP IRA ⇒ BLACKROCK LOW DURATION BOND PORTFOLIO FUND CLASS K | MF |
Tax-Deferred
|
$50K - $100K |
| Stephens SEP IRA ⇒ Chevron Corporation (CVX) | ST |
Tax-Deferred
|
$50K - $100K |
| Stephens SEP IRA ⇒ FEDERATED HERMES ULTRASHORT BOND FUND CLASS IS | MF |
Tax-Deferred
|
$50K - $100K |
| Stephens SEP IRA ⇒ First Horizon National Corporation (FHN) | ST |
Tax-Deferred
|
$50K - $100K |
| Stephens SEP IRA ⇒ International Business Machines Corporation (IBM) | ST |
Tax-Deferred
|
$50K - $100K |
| Stephens SEP IRA ⇒ LORD ABBETT SHORT DURATION INCOME FUND CLASS F | MF |
Tax-Deferred
|
$50K - $100K |
| Stephens SEP IRA ⇒ PGIM SHORT-TERM CORPORATE BOND FUND CLASS R6 | MF |
Tax-Deferred
|
$50K - $100K |
| Stephens SEP IRA ⇒ RTX Corporation Common Stock (RTX) | ST |
Tax-Deferred
|
$50K - $100K |
| Stephens SEP IRA ⇒ Short-Term Bond Fund of America - Class F-3 (FSBTX) | MF |
Tax-Deferred
|
$50K - $100K |
| Stephens SEP IRA ⇒ THORNBURG LIMITED-TERM INCOME FUND CLASS I | MF |
Tax-Deferred
|
$50K - $100K |
| Commercial Bank and Trust Company | BA |
$201 - $1K
Interest
|
$15K - $50K |
| Stephens Advantage Account ⇒ AT&T Inc. (T) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Stephens Advantage Account ⇒ Ally Financial CD 4.75% | BA |
$201 - $1K
Interest
|
$15K - $50K |
| Stephens Advantage Account ⇒ BRADLEY CNTY TENN GO REF BDS 2019 3.000% 06/01/27 | GS |
$201 - $1K
Interest
|
$15K - $50K |
| Stephens Advantage Account ⇒ Comcast Corporation - Class A (CMCSA) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Stephens Advantage Account ⇒ DAIMLER AG REG SHS I SIN | MF |
$2.5K - $5K
Dividends
|
$15K - $50K |
| Stephens Advantage Account ⇒ EASTSIDE UTIL DIST HAMILTON CNTY TENN WTRWKS REV REV REF BDS 2017A 3.000% 11/01/28 | GS |
$201 - $1K
Interest
|
$15K - $50K |
| Stephens Advantage Account ⇒ GlaxoSmithKline PLC (GSK) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Stephens Advantage Account ⇒ JOHNSON CITY TENN HLTH & EDL FACS BRD HOSP REV RFG & IMPT MED CTR | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| Stephens Advantage Account ⇒ KNOX CNTY TN HLTH EDUCTNL & HS REF-FACS BRD- UNIVERSITY HEALTH | CS |
$201 - $1K
Interest
|
$15K - $50K |
| Stephens Advantage Account ⇒ KNOX CNTY TN HLTH EDUCTNL & HSG FACS BRD HOSP REV REF-COVENANT HLTH | GS |
$201 - $1K
Interest
|
$15K - $50K |
| Stephens Advantage Account ⇒ METROPOLITAN GOVT NASHVILLE & DAVIDSON CNTY TENN HEALTH & ED L FACS BRD 3.750% 03/15/28 B/E DTD 02/2 | GS |
$201 - $1K
Interest
|
$15K - $50K |
| Stephens Advantage Account ⇒ Merck & Company, Inc. Common Stock (MRK) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Stephens Advantage Account ⇒ Pepsico, Inc. (PEP) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Stephens Advantage Account ⇒ SHELBY CNTY TN HLTH EDUCTNL & HSG FACS BRD REV REF-TREZEVANT MANOR | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| Stephens Advantage Account ⇒ Synchrony Financial CD 5.15% | BA |
$1K - $2.5K
Interest
|
$15K - $50K |
| Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG REV NON-AMT NON ACE-ISSUE 4B REV BDS | GS |
$201 - $1K
Interest
|
$15K - $50K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN ISSUE 3 REVENUE BONDS ERP MANDATORY | GS |
$201 - $1K
Interest
|
$15K - $50K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN NON-AMT NON ACE- ISSUE 4B REVENUE BONDS ERP OPT/MAND | CS |
$201 - $1K
Interest
|
$15K - $50K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN NON-AMT NON-ACE- ISSUE 1B REVENUE BONDS | CS |
$201 - $1K
Interest
|
$15K - $50K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN PROG REV NON-AMT NON ADJUSTED CURRENT | GS |
$201 - $1K
Interest
|
$15K - $50K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROGRAM REV ISSUE 3 REVENUE BONDS ERP MANDATORY | CS |
$201 - $1K
Interest
|
$15K - $50K |
| Stephens Advantage Account ⇒ Toyota Motor Corporation (TM) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Stephens Advantage Account ⇒ Vaneck Morningstar Durable Dividend | EF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Stephens Roth IRA ⇒ PUTNAM ULTRA SHORT DURATION INCOME FUND CLASS Y | MF |
Tax-Deferred
|
$15K - $50K |
| Stephens SEP IRA ⇒ Bank OZK - 4.625% Series A Non-Cumulative Perpetual Preferred Stock (OZKAP) | ST |
Tax-Deferred
|
$15K - $50K |
| Stephens SEP IRA ⇒ Coca-Cola Company (KO) | ST |
Tax-Deferred
|
$15K - $50K |
| Stephens SEP IRA ⇒ Cohen & Steers Quality Income Realty Fund Inc Common Shares (RQI) | ST |
Tax-Deferred
|
$15K - $50K |
| Stephens SEP IRA ⇒ Eli Lilly and Company Common Stock (LLY) | ST |
Tax-Deferred
|
$15K - $50K |
| Stephens SEP IRA ⇒ FEDERATED HERMES TREASRY OB IS | MF |
Tax-Deferred
|
$15K - $50K |
| Stephens SEP IRA ⇒ Fidelity Dividend ETF for Rising Rates | EF |
Tax-Deferred
|
$15K - $50K |
| Stephens SEP IRA ⇒ First Trust Enhanced Short Maturity ETF (FTSM) | ST |
Tax-Deferred
|
$15K - $50K |
| Stephens SEP IRA ⇒ Healthpeak Properties, Inc. (PEAK) | ST |
Tax-Deferred
|
$15K - $50K |
| Stephens SEP IRA ⇒ PUTNAM ULTRA SHRT DURATION INCOME FUND CLASS Y | MF |
Tax-Deferred
|
$15K - $50K |
| Stephens SEP IRA ⇒ Regions Financial Corporation (RF) | ST |
Tax-Deferred
|
$15K - $50K |
| Stephens SEP IRA ⇒ Sony Corporation (SNE) | ST |
Tax-Deferred
|
$15K - $50K |
| Stephens SEP IRA ⇒ Toyota Motor Corporation (TM) | ST |
Tax-Deferred
|
$15K - $50K |
| Stephens SEP IRA ⇒ WESTERN SHORT TERM BOND FUND CLASS IS | MF |
Tax-Deferred
|
$15K - $50K |
| Stephens SEP IRA ⇒ Walt Disney Company (DIS) | ST |
Tax-Deferred
|
$15K - $50K |
| Stephens Advantage Account ⇒ Haleon plc American Depositary Shares (HLN) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Stephens Advantage Account ⇒ STEPHENS INS BANKSWEEP PROGRAM | BA |
$201 - $1K
Interest
|
$1K - $15K |
| Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG REV NON ACE-SER 2B REV BDS | GS |
$201 - $1K
Interest
|
$1K - $15K |
| Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG REV NON-AMT NON-ACE-ISSUE 1B REV BONDS | BA |
$201 - $1K
Interest
|
$1K - $15K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN REF-ISSUE 4 REVENUE BONDS ERP OPT/MAND | GS |
$201 - $1K
Interest
|
$1K - $15K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROG REV NON ACE-SER B2 REV BONDS MDY UNDLY Aa1 ERP OPT/MAND | GS |
$201 - $1K
Interest
|
$1K - $15K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROG REV NON- AMT NON ACE-ISSUE 4B REV BDS ERP OPT/MAND | GS |
$201 - $1K
Interest
|
$1K - $15K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROG REV NON- AMT NON ACE-ISSUE 4B REVENUE ERP OPT/MAN | GS |
$201 - $1K
Interest
|
$1K - $15K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROG REV NON- AMT NON ACE-SER 2B REV BONDS ERP OPTIONAL | GS |
$201 - $1K
Interest
|
$1K - $15K |
| Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROGRAM REV ISSUE 3 REV BDS ERP OPT/MAND | GS |
$201 - $1K
Interest
|
$1K - $15K |
| Stephens Advantage Account ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) | ST |
Dividends
|
$1K - $15K |
| Stephens Roth IRA ⇒ FEDERATED HERMES TREASRY OB IS | BA |
Tax-Deferred
|
$1K - $15K |
| Stephens SEP IRA ⇒ AT&T Inc. (T) | ST |
Tax-Deferred
|
$1K - $15K |
| Stephens SEP IRA ⇒ SONY FINL GROUP INC U/ADR (SFGYY) | ST |
Dividends
|
$1K - $15K |
| Stephens SEP IRA ⇒ Schlumberger N.V. (SLB) | ST |
Tax-Deferred
|
$1K - $15K |
| Congressional Federal Credit Union | BA |
$1 - $200
Interest
|
$1 - $1K |
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.
No Itemised Liabilities
The latest annual report lists no liability with a disclosed value bracket.
Recent stock trades
Disclosed trades
134
Avg. disclosure lag
25.9 days
Filed past 45-day deadline
0.7%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-12-29 | FLR ST · Fluor Corporation Common Stock (FLR) | Sell | — Stephens Advantage Account | $15K - $50K | 2026-01-26 | 28d |
| 2025-12-29 | NOC ST · Northrop Grumman Corporation Common Stock (NOC) | Sell | — Stephens Advantage Account | $15K - $50K | 2026-01-26 | 28d |
| 2025-12-26 | SFGYY ST · SONY FINL GROUP INC U/ADR (SFGYY) | Buy | — Stephens SEP IRA | $1K - $15K | 2026-05-15 | 140d late |
| 2025-12-17 | OZKAP ST · Bank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock (OZKAP) | Sell | — Stephens Advantage Account | $15K - $50K | 2026-01-14 | 28d |
| 2025-12-17 | RFI ST · Cohen & Steers Total Return Realty Fund, Inc. Common Stock (RFI) | Sell | — Stephens Advantage Account | $1K - $15K | 2026-01-14 | 28d |
| 2025-12-17 | GS ST · Goldman Sachs Group, Inc. (GS) | Sell | — Stephens Advantage Account | $15K - $50K | 2026-01-14 | 28d |
| 2025-12-17 | GS ST · Goldman Sachs Group, Inc. (GS) | Sell | — Stephens Advantage Account | $15K - $50K | 2026-01-14 | 28d |
| 2025-12-17 | MS ST · Morgan Stanley Common Stock (MS) | Sell | — Stephens Advantage Account | $50K - $100K | 2026-01-14 | 28d |
| 2024-12-11 | EBS ST · Emergent BioSolutions Inc. Common Stock (EBS) | Sell | — Stephens SEP IRA | $1K - $15K | 2025-01-10 | 30d |
| 2024-12-11 | HST ST · Host Hotels & Resorts, Inc. - Common Stock (HST) | Sell | — Stephens SEP IRA | $15K - $50K | 2025-01-10 | 30d |
| 2023-12-11 | DTRUY ST · DAIMLER TRUCK HLDG S/ADR (DTRUY) | Sell | — Stephens Advantage Account | $1K - $15K | 2024-01-04 | 24d |
| 2023-12-11 | KD ST · Kyndryl Holdings, Inc. (KD) | Sell | — Stephens Advantage Account | $1K - $15K | 2024-01-04 | 24d |
| 2023-06-29 | FDX ST · FedEx Corporation (FDX) | Buy | — Stephens Advantage Account | $15K - $50K | 2023-07-28 | 29d |
| 2023-05-26 | FHN ST · First Horizon Corporation (FHN) | Buy | — Stephens Roth IRA | $15K - $50K | 2023-06-26 | 31d |
| 2023-01-31 | WIW ST · Western Asset Inflation-Linked Opportunities & Income Fund (WIW) | Sell | — Stephens Advantage Account | $15K - $50K | 2023-02-04 | 4d |
| 2023-01-31 | WIW ST · Western Asset Inflation-Linked Opportunities & Income Fund (WIW) | Sell | — | $15K - $50K | 2023-02-04 | 4d |
| 2022-08-18 | OZKAP ST · Bank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock (OZKAP) | Buy | — Stephens Advantage Account | $15K - $50K | 2022-08-23 | 5d |
| 2022-08-03 | OZKAP ST · Bank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock (OZKAP) | Buy | — Stephens SEP IRA | $15K - $50K | 2022-08-08 | 5d |
| 2022-08-03 | DURA ST · VanEck Morningstar Durable Dividend ETF (DURA) | Buy | — Stephens Advantage Account | $15K - $50K | 2022-08-08 | 5d |
| 2022-08-03 | GOLD ST · Barrick Gold Corporation Common Stock (GOLD) | Buy | — Stephens Advantage Account | $15K - $50K | 2022-09-12 | 40d |
| 2022-08-03 | VRAI ST · Virtus Real Asset Income ETF (VRAI) | Buy | — Stephens Advantage Account | $15K - $50K | 2022-09-12 | 40d |
| 2022-07-29 | SCHD ST · Schwab US Dividend Equity ETF (SCHD) | Buy | — Stephens Advantage Account | $50K - $100K | 2022-08-05 | 7d |
| 2022-07-27 | FHN ST · First Horizon Corporation (FHN) | Buy | — Stephens SEP IRA | $15K - $50K | 2022-08-02 | 6d |
| 2022-02-11 | PFFV ST · global X Variable Rate Preferred ETF (PFFV) F ILINg S TATUS : New S UbHOLDINg O F : Stephens Advantage Account | Buy | — | $50K - $100K | 2022-02-15 | 4d |
| 2022-02-11 | VRP ST · Invesco Variable Rate Preferred ETF (VRP) F ILINg S TATUS : New S UbHOLDINg O F : Stephens Advantage Account | Buy | — | $50K - $100K | 2022-02-15 | 4d |
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 2026-09-08. 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 (2026-09-08). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
4 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| B | 2,138 | $94.3K | 100.0% |