100% of trades were disclosed within 45 days
The median trade was disclosed 29 days after it was made, and 0 of 14 trades took longer than the STOCK Act deadline.
John W. Rose (TN-6) disclosed a net worth range between $20.2M and $88.9M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
The median trade was disclosed 29 days after it was made, and 0 of 14 trades took longer than the STOCK Act deadline.
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
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.
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-09-12 | $20.2M – $88.9M |
| 2024 | 2025-09-12 | $23.2M – $95M |
| 2023 | 2024-09-12 | $23.8M – $102.3M |
| 2022 | 2023-09-12 | $22.7M – $100.2M |
| 2021 | 2022-09-13 | $24.4M – $103.5M |
| 2020 | 2022-09-13 | $23.3M – $98.6M |
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-06-23 | FNSXX OT · FIMM MONEY MARKET PORT FUND INSTL CL M/M (FNSXX) | Sell | — Raymond James Brokerage Account | $15K - $50K | 2025-07-04 | 11d |
| 2025-06-03 | GOOG ST · Alphabet Inc. - Class C Capital Stock (GOOG) | Sell | — Raymond James Brokerage Account | $250K - $500K | 2025-07-04 | 31d |
| 2025-06-03 | SMCWX OT · AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (SMCWX) | Sell | — Raymond James Brokerage Account | $500K - $1M | 2025-07-04 | 31d |
| 2025-06-03 | MSFT ST · Microsoft Corporation - Common Stock (MSFT) | Sell | — Raymond James Brokerage Account | $250K - $500K | 2025-07-04 | 31d |
| 2025-06-03 | GOOGL ST · Alphabet Inc. - Class A Common Stock (GOOGL) | Sell | — Raymond James Brokerage Account | $250K - $500K | 2025-07-04 | 31d |
| 2022-11-29 | CLR ST · Continental Resources, Inc. (CLR) | Sell | — John Williams Rose RIRA | $15K - $50K | 2022-12-30 | 31d |
| 2019-11-12 | GOOGL ST · Alphabet Inc. - Class A (googL) | Sell | — Raymond James Brokerage Account | $100K - $250K | 2019-12-11 | 29d |
| 2019-11-12 | GOOG ST · Alphabet Inc. - Class C Capital stock (goog) | Sell | — Raymond James Brokerage Account | $100K - $250K | 2019-12-11 | 29d |
| 2019-11-12 | BAC ST · Bank of America Corporation (BAC) | Sell | — Raymond James Brokerage Account | $250K - $500K | 2019-12-11 | 29d |
| 2019-11-12 | CAT ST · Caterpillar, Inc. (CAT) | Sell | — Raymond James Brokerage Account | $250K - $500K | 2019-12-11 | 29d |
| 2019-11-12 | CLB ST · Core Laboratories N.V. (CLB) | Sell | — Raymond James Brokerage Account | $1K - $15K | 2019-12-11 | 29d |
| 2019-11-12 | MSFT ST · Microsoft Corporation (MsFT) | Sell | — Raymond James Brokerage Account | $500K - $1M | 2019-12-11 | 29d |
| 2019-11-12 | PNFP ST · Pinnacle Financial Partners, Inc. (PNFP) | Sell | — Raymond James Brokerage Account | $100K - $250K | 2019-12-11 | 29d |
| 2019-11-12 | WFC ST · Wells Fargo & Company (WFC) | Sell | — Raymond James Brokerage Account | $100K - $250K | 2019-12-11 | 29d |
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-11-12. 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.
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-11-12). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
No open positions could be reconstructed from this member's disclosed trades.
The assets John W. Rose 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.
| Description | Type | Income | Value |
|---|---|---|---|
| Rose Farm, 100% Interest | FA |
$15K - $50K
Farm Income
|
$5M - $25M |
| Smith Fork Ventures, Inc. Demand Note, Nashville, TN | DO |
$100K - $1M
Interest
|
$5M - $25M |
| Smith Fork Ventures, Inc., Nashville, TN, 92% Interest | OL |
K-1, S Corp Income
|
$5M - $25M |
| First Freedom Bancshares, Lebanon, TN Stock | PS |
Dividends
|
$1M - $5M |
| Boson Holdings, LLC 401K Plan ⇒ American Funds 2030 TRGT Date Retire R2E RBEEX | MF |
Tax-Deferred
|
$500K - $1M |
| Citizens Bank, Carthage, TN Stock | PS |
$15K - $50K
Dividends
|
$500K - $1M |
| Raymond James Brokerage Account ⇒ Growth Fund of America Class A-American Funds M/F | MF |
$100K - $1M
Capital Gains, Dividends
|
$500K - $1M |
| Raymond James Brokerage Account ⇒ Microsoft Corporation (MSFT) | ST |
$2.5K - $5K
Dividends
|
$500K - $1M |
| Sun Life Assurance Company Whole Life Policy | WU | — | $500K - $1M |
| John Williams Rose RIRA ⇒ Microsoft Corporation (MSFT) | ST |
Tax-Deferred
|
$250K - $500K |
| Tennesssee Farmers Life Insurance Co., Columbia, TN Stock | PS | — | $250K - $500K |
| Farm Trust | RP | — | $100K - $250K |
| John Rose for Tennessee Campaign Loan, Cookeville, TN | DO | — | $100K - $250K |
| Anthem CityLine/Bay Capital Partners, LP, 1% Interest | OL |
$2.5K - $5K
K-1, LP Income
|
$50K - $100K |
| Broad River/MP, LP, 1% Interest | OL |
$2.5K - $5K
K-1, LP Income
|
$50K - $100K |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Azora at Cypress Ranch, 14% Interest | OL |
$201 - $1K
K-1, LP Income
|
$50K - $100K |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Brookleigh Flats, 15% Interest | OL |
$201 - $1K
K-1, LP Income
|
$50K - $100K |
| Citizens Bank, Carthage, TN Accounts | BA |
$1 - $200
Interest
|
$50K - $100K |
| First Farmers and Merchants Corp., Columbia, TN Stock | PS |
$1K - $2.5K
Dividends
|
$50K - $100K |
| First Freedom Bank, Lebanon, TN Account | BA |
$5K - $15K
Interest
|
$50K - $100K |
| Heyward/HK, LP, 1% Interest | OL |
$5K - $15K
K-1, LP Income
|
$50K - $100K |
| John Williams Rose RIRA ⇒ AB Relative Value Fund Class A M/F | MF |
Tax-Deferred
|
$50K - $100K |
| John Williams Rose RIRA ⇒ Bank of America Corporation (BAC) | ST |
Tax-Deferred
|
$50K - $100K |
| John Williams Rose RIRA ⇒ FIMM Money Market (FNSXX) | BA |
Tax-Deferred
|
$50K - $100K |
| John Williams Rose RIRA ⇒ INVESCO Income Advantage U.S. Fund Class A | MF |
Tax-Deferred
|
$50K - $100K |
| John Williams Rose RIRA ⇒ Massachusetts Investors Growth Stock Fund Class C M/F | MF |
Tax-Deferred
|
$50K - $100K |
| Tennessee Farmers Life Insurance Company Universal Life Policy | WU | — | $50K - $100K |
| CHIPS III AC, LP, 1% Interest | OL |
$201 - $1K
Capital Gains, K-1, LP Income
|
$15K - $50K |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Avere Southside Quarter, 13% Interest | OL |
$201 - $1K
K-1, LP Income
|
$15K - $50K |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Duet, 7% Interest | OL |
$1 - $200
K-1, LP Income
|
$15K - $50K |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Gibson Flowery Branch, 8% Interest | OL |
$1 - $200
K-1, LP Income
|
$15K - $50K |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Latitude at Presidio, 12% Interest | OL |
$201 - $1K
K-1, LP Income
|
$15K - $50K |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ The Artessa, 11% Interest | OL |
$201 - $1K
K-1, LP Income
|
$15K - $50K |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ The Collins, 8% Interest | OL |
$1 - $200
K-1, LP Income
|
$15K - $50K |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ The Edge, 9% Interest | OL |
$1 - $200
K-1, LP Income
|
$15K - $50K |
| Chelsea Brooke Rose IRA ⇒ JPMorgan Investor Growth Fund CL C M/F | MF |
Tax-Deferred
|
$15K - $50K |
| First National Bank of Tennessee, Livingston, TN Accounts | BA |
$1 - $200
Interest
|
$15K - $50K |
| John Williams Rose RIRA ⇒ Fidelity Advisor Small Cap Fund Class M M/F | MF |
Tax-Deferred
|
$15K - $50K |
| John Williams Rose RIRA ⇒ Invesco EQV International Equity Fund Class A | MF |
Tax-Deferred
|
$15K - $50K |
| John Williams Rose RIRA ⇒ MFS Growth Fund Class A M/F | MF |
Tax-Deferred
|
$15K - $50K |
| John Williams Rose RIRA ⇒ MFS Mid Cap Growth Fund Class C M/F | MF |
Tax-Deferred
|
$15K - $50K |
| John Williams Rose RIRA ⇒ Thornburg Small Mid Cap Core Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Raymond James Brokerage Account ⇒ Raymond James Client Interest Program | BA |
$1 - $200
Interest
|
$15K - $50K |
| Tennessee Farmers Assurance Co., Columbia, TN Stock | PS | — | $15K - $50K |
| CHIPS III AC, LP ⇒ Anthem CityLine, 33% Interest | OL |
$201 - $1K
K-1, LP Income
|
$1K - $15K |
| CHIPS III AC, LP ⇒ Parc at Broad River, 36% Interest | OL |
$201 - $1K
K-1, LP Income
|
$1K - $15K |
| CHIPS III AC, LP ⇒ Whitepalm, 30% Interest | OL |
$1 - $200
K-1, LP Income
|
$1K - $15K |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Note 16, 4% Interest | OL |
$1 - $200
K-1, LP Income
|
$1K - $15K |
| John Williams Rose RIRA ⇒ Raymond James Bank Deposit Program | BA |
Tax-Deferred
|
$1K - $15K |
| John Williams Rose RIRA ⇒ VOC Energy Trust Units of Beneficial Interest (VOC) | ST |
Tax-Deferred
|
$1K - $15K |
| Nationwide Life Insurance Whole Life Policy | WU |
$1 - $200
Interest
|
$1K - $15K |
| Pavilion Land Partnership, LP, 1% Interest | OL |
$201 - $1K
K-1, LP Income
|
$1K - $15K |
| Pinnacle National Bank, Nashville, TN Account | BA |
$1 - $200
Interest
|
$1K - $15K |
| Tennessee Farmers Life Insurance Company Fixed Annuity | FN |
$1 - $200
Interest
|
$1K - $15K |
| Chelsea Brooke Rose IRA ⇒ Raymond James Bank Deposit Program | BA |
Tax-Deferred
|
$1 - $1K |
| John Williams Rose RIRA ⇒ Coherent Corp. (COHR) | ST |
Tax-Deferred
|
$1 - $1K |
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.
| Description | Amount owed |
|---|---|
| Monthly balance on credit card (Discover) | $10K - $15K |