Jacky Rosen
Sen. (D-NV)
Also filed as Jacklyn Rosen
Disclosed trades
14
Purchases
0
Sales
1
Stocks traded
14
Likely still held
0
Latest trade
Jan 3, 2023
Latest filing
Jan 11, 2023
Stocks traded
14 tickers, with the latest disclosed actionReported holdings
197 assets listedAs reported in their 2024 annual disclosure, filed Aug 8, 2025.
The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.
Show 72 more listed stocks and funds
Other reported assets (101)
- IRA ContributorySpouse
- FCNTX - Fidelity ContrafundSpouse$100,001 - $250,000
- FMIJX - FMI InternationalSpouse$100,001 - $250,000
- HACAX - Harbor Capital Appreciation InstlSpouse$250,001 - $500,000
- ACSTX - Invesco Comstock ASpouse$250,001 - $500,000
- KXI - iShares Global Consumer Staples ETFSpouse$50,001 - $100,000
- IAT - iShares US Regional Banks ETFSpouse$50,001 - $100,000
- JACTX - Janus Henderson Forty TSpouse$250,001 - $500,000
- Schwab Bank (San Francisco, CA) Type: Money Market AccountSpouse$1,001 - $15,000
- VGSTX - Vanguard STAR InvSpouse$100,001 - $250,000
- VWINX - Vanguard Wellesley Income InvSpouse$100,001 - $250,000
- SNVXX - Schwab Government Money Market (San Franciso, CA) Type: Money Market AccountSpouse$15,001 - $50,000
Show 89 more
- EVTMX - Eaton Vance Dividend Builder Fd Cl ASpouse$50,001 - $100,000
- FAGAX - Fidelity Advisor Series IISpouse$100,001 - $250,000
- VAFAX - Invesco American Franchise Fund Class ASpouse$15,001 - $50,000
- MSIGX - Invesco Main Street Fund Class ASpouse$100,001 - $250,000
- US Treasury Bills Rate/Coupon: None Matures: None Filer comment: Fully matured in 2024SpouseNone (or less than $1,001)
- IRA Rollover #1
- FHYTX - Federated Hermes Opportunistic High Yield Bond F$15,001 - $50,000
- SNSXX - Schwab US Treasury Money Market (San Francisco, CA) Type: Money Market Account$1,001 - $15,000
- IRA Rollover #2
- FEQIX - Fidelity Equity-Income$50,001 - $100,000
- FMAGX - Fidelity Magellan$100,001 - $250,000
- FPURX - Fidelity Puritan$100,001 - $250,000
- Self Employment IRA (SEP)
- MSIGX - Oppenheimer Main Street A$15,001 - $50,000
- Wells Fargo (Portland, OR) Type: IRA Cash Accounts$1,001 - $15,000
- Larry and Jacklyn Rosen Family TrustJoint
- Brokerage #1Joint
- BIGRX - American Century Income and Growth InvJoint$100,001 - $250,000
- TWCUX - American Century Ultra InvJoint$500,001 - $1,000,000
- Brokerage #2Joint
- VSGDX - Vanguard Short-Term Federal AdmJoint$50,001 - $100,000
- VWIAX - Vanguard Wellesley Income AdmiralJoint$1,000,001 - $5,000,000
- Brokerage #3Joint
- BRK-B - Berkshire Hathaway Inc.Joint$100,001 - $250,000
- FHYTX - Federated Hermes Opportunistic High Yield Bond FJoint$15,001 - $50,000
- ACSTX - Invesco Comstock AJoint$100,001 - $250,000
- Schwab Bank (San Francisco, CA) Type: Money Market AccountJoint$1,001 - $15,000
- SJW - SJW GroupJoint$15,001 - $50,000
- IAT - iShares U.S. Regional Banks ETFJoint$15,001 - $50,000
- SNSXX - Schwab US Treasury Money Market (San Francisco, CA) Type: Money Market AccountJoint$50,001 - $100,000
- VWESX - Vanguard Long-Term Investment Grade Fund InvestoJoint$1,001 - $15,000
- Brokerage #4Joint
- FCNTX - Fidelity ContrafundJoint$250,001 - $500,000
- FGOVX - Fidelity Government IncomeJoint$1,001 - $15,000
- FZDXX - Fidelity MMKT Premium ClassJoint$15,001 - $50,000
- FSKAX - Fidelity Total Market IndexJoint$100,001 - $250,000
- SPHIX - Fidelity High IncomeJoint$50,001 - $100,000
- Wells Fargo (Portland, OR) Type: CheckingJoint$50,001 - $100,000
- Rosen Family Limited Partnership Company: Rosen Family Limited Partnership (Henderson, NV) Description: Investment EntityJoint
- Brokerage #5Joint
- CRI - Carter's, Inc.Joint$1,001 - $15,000
- CSRSX - Cohen & Steers Realty Shares FundJoint$50,001 - $100,000
- FCNTX - Fidelity Contrafund FundJoint$500,001 - $1,000,000
- FEQTX - Fidelity Equity Dividend Income FundJoint$100,001 - $250,000
- SPHIX - Fidelity High Income FundJoint$50,001 - $100,000
- FRESX - Fidelity Real Estate Investment PortfolioJoint$50,001 - $100,000
- FXNAX - Fidelity U.S. Bond Index FundJoint$100,001 - $250,000
- ICCC - ImmuCell CorporationJoint$1,001 - $15,000
- PDCO - Patterson Companies, Inc.Joint$1,001 - $15,000
- PTTAX - PIMCO Total Return Fund Class AJoint$50,001 - $100,000
- SHO - Sunstone Hotel Investors, Inc.Joint$15,001 - $50,000
- VFICX - Vanguard Intermediate-Term Investment-Grade Fund IJoint$100,001 - $250,000
- VWIGX - Vanguard International Growth Fund Investor SharesJoint$50,001 - $100,000
- VWINX - Vanguard Wellesley Income Fund Investor SharesJoint$100,001 - $250,000
- ELME - Elme Communities Common StockJoint$1,001 - $15,000
- SPAXX - Fidelity Government Money MarketJoint$1,001 - $15,000
- Brokerage #6Joint
- VFIAX - Vanguard 500 Index Fund Admiral Shares Filer comment: Transferred to Brokerage #7JointNone (or less than $1,001)
- VWEAX - Vanguard High-Yield Corporate Fund Admiral Shares Filer comment: Transferred to Brokerage #7JointNone (or less than $1,001)
- VFIDX - Vanguard Intermediate-Term Investment-Grade Fund A Filer comment: Transferred to Brokerage #7JointNone (or less than $1,001)
- VWNAX - Vanguard Windsor II Fund Admiral Shares Filer comment: Transferred to Brokerage #7JointNone (or less than $1,001)
- Wells Fargo (Portland, OR) Type: CheckingJoint$100,001 - $250,000
- Brokerage #7Joint
- FAX - Aberdeen Asia-Pacific Income Fund, Inc.Joint$1,001 - $15,000
- BRK-B - Berkshire Hathaway Inc.Joint$100,001 - $250,000
- ENB - Enbridge Inc.Joint$1,001 - $15,000
- FHYTX - Federated Hermes Opportunistic High Yield Bond FJoint$15,001 - $50,000
- FMIJX - FMI International FundJoint$15,001 - $50,000
- ICCC - ImmuCell CorporationJoint$1,001 - $15,000
- VAFAX - Invesco American Franchise Fund Class AJoint$1,001 - $15,000
- LCEIX - Invesco Diversified Dividend Fund Investor ClassJoint$15,001 - $50,000
- JAWWX - Janus Henderson Global Research Fund Class TJoint$100,001 - $250,000
- MOO - VanEck Vectors Agribusiness ETFJoint$15,001 - $50,000
- NVS - Novartis AGJoint$15,001 - $50,000
- PTTAX - PIMCO Total Return Fund Class AJoint$15,001 - $50,000
- VWEHX - Vanguard High-Yield Corporate Fund Investor SharesJoint$15,001 - $50,000
- VWESX - Vanguard Long-Term Investment-Grade Fund InvestorJoint$50,001 - $100,000
- KIE - SPDR S&P Insurance ETFJoint$50,001 - $100,000
- ALC - Alcon, Inc.Joint$1,001 - $15,000
- SNSXX - The Charles Schwab Family of Funds - Schwab U.S. TJoint$100,001 - $250,000
- Charles Schwab (San Franciso, CA) Type: Brokerage Sweep AccountJoint$15,001 - $50,000
- SDZNY - Sandoz Group AGJoint$1,001 - $15,000
- US Treasury Bills Rate/Coupon: None Matures: None Filer comment: Fully maturedJointNone (or less than $1,001)
- VFICX - Vanguard Intermediate-Term Investment Grade FundJoint$15,001 - $50,000
- VWEAX - Vanguard High-Yield Corporate Fund Admiral ShareJoint$100,001 - $250,000
- VFIDX - Vanguard Intermediate-Term Investment Grade FundJoint$100,001 - $250,000
- VWNAX - Vanguard Windsor II Fund Admiral SharesJoint$250,001 - $500,000
- VFIAX - Vanguard 500 Index Fd Admiral ShsJoint$100,001 - $250,000
- Wells Fargo (Portland, OR) Type: SavingsJoint$1,001 - $15,000
Filing ledger
Newest trade first, as disclosed under the STOCK ActAmounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.