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John W. Rose, official portrait

John W. Rose

Rep. (R-TN-6)

Also filed as John Rose

Disclosed trades
8
Purchases
0
Sales
8
Stocks traded
7
Likely still held
0
Latest trade
Jun 23, 2025
Latest filing
Jul 7, 2025

Stocks traded

7 tickers, with the latest disclosed action
CLRCLRSoldNov 29, 2022FNSXXFNSXXSoldJun 23, 2025GOOGGOOGSoldJun 3, 2025GOOGLAlphabet Inc.SoldJun 3, 2025MSFTMicrosoft CorporationSoldJun 3, 2025OGVXXOGVXXSoldJun 23, 2025SMCWXSMCWXSoldJun 3, 2025

Reported holdings

63 assets listed

As reported in their 2024 annual disclosure, filed Sep 12, 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.

BACBank of America CorporationJohn Williams Rose RIRA$15,001 - $50,000COHRCoherent, Inc.John Williams Rose RIRA$1 - $1,000MSFTMicrosoft CorporationJohn Williams Rose RIRA$250,001 - $500,000GOOGLAlphabet Inc.Raymond James Brokerage Account$250,001 - $500,000MSFTMicrosoft CorporationRaymond James Brokerage Account$500,001 - $1,000,000

Other reported assets (58)

  • Anthem CityLine/Bay Capital Partners, LP, 1% Interest [OL] distributions from the LP. The K-1 from this LP reflects a net income loss for the year.$50,001 - $100,000
  • Broad River/MP, LP, 1% Interest [OL] distributions from the LP. The K-1 from this LP reflects a loss for the year.$50,001 - $100,000
  • CHIPS III AC, LP, 1% Interest [OL] the LP for all assets in the associated Asset Class. The K-1 from this LP reflects a net loss for the year.$15,001 - $50,000
  • Citizens Bank, Carthage, TN Accounts$50,001 - $100,000
  • Citizens Bank, Carthage, TN Stock$500,001 - $1,000,000
  • Farm Trust$100,001 - $250,000
  • First Farmers and Merchants Corp., Columbia, TN Stock$50,001 - $100,000
  • First Freedom Bancshares, Lebanon, TN Stock$1,000,001 - $5,000,000
  • First Freedom Bank, Lebanon, TN Account$100,001 - $250,000
  • First National Bank of Tennessee, Livingston, TN Accounts$100,001 - $250,000
  • Heyward/HK, LP, 1% Interest [OL] distributions from the LP. The K-1 from this LP reflects a lower net income for the year. This property was acquired through a 1031 tax deferred exchange during 2021 upon the sale of Hunter's Creek Apartments, LP and Lofts at Savannah Park.$50,001 - $100,000
  • John Rose for Tennessee Campaign Loan, Cookeville, TN [DO] interest is presently being charged.$500,001 - $1,000,000
Show 46 more
  • Nationwide Life Insurance Whole Life Policy$1,001 - $15,000
  • Pavilion Land Partnership, LP, 1% Interest [OL] The K-1 from this LP reflects no net income for the year.$1,001 - $15,000
  • Pinnacle National Bank, Nashville, TN Account$1,001 - $15,000
  • Rose Farm, 100% Interest [FA] cattle, corn, hay, soybeans, timber, tobacco, and wheat.$5,000,001 - $25,000,000
  • Smith Fork Ventures, Inc. Demand Note, Nashville, TN$5,000,001 - $25,000,000
  • Smith Fork Ventures, Inc., Nashville, TN, 92% Interest [OL] LLC. All of the Boson LLCs are disregarded entities for tax purposes.$5,000,001 - $25,000,000
  • Sun Life Assurance Company Whole Life Policy$500,001 - $1,000,000
  • Tennessee Farmers Assurance Co., Columbia, TN Stock$15,001 - $50,000
  • Tennessee Farmers Life Insurance Company Fixed Annuity$1,001 - $15,000
  • Tennessee Farmers Life Insurance Company Universal Life Policy$50,001 - $100,000
  • Tennesssee Farmers Life Insurance Co., Columbia, TN Stock$250,001 - $500,000
  • Boson Holdings, LLC 401K Plan ⇒ American Funds 2030 TRGT Date Retire R2E RBEEX$500,001 - $1,000,000
  • Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Avere Southside Quarter, 10% Interest [OL] to this property. Percent interest is percent of total partnership capital that is attributable to this property. The amount of income represents the aggregate distributions from the LP. The K-1 from this LP reflects a net income loss for the year.$50,001 - $100,000
  • Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Azora at Cypress Ranch, 12% Interest [OL] to this property. Percent interest is percent of total partnership capital that is attributable to this property. The amount of income represents the aggregate distributions from the LP. The K-1 from this LP reflects a net income loss for the year.$50,001 - $100,000
  • Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Brookleigh Flats, 14% Interest [OL] to this property. Percent interest is percent of total partnership capital that is attributable to this property. The amount of income represents the aggregate distributions from the LP. The K-1 from this LP reflects a net income loss for the year.$100,001 - $250,000
  • Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Duet, 8% Interest [OL] to this property. Percent interest is percent of total partnership capital that is attributable to this property. The amount of income represents the aggregate distributions from the LP. The K-1 from this LP reflects a net income loss for the year.$50,001 - $100,000
  • Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Gibson Flowery Branch, 12% Interest [OL] to this property. Percent interest is percent of total partnership capital that is attributable to this property. The amount of income represents the aggregate distributions from the LP. The K-1 from this LP reflects a net income loss for the year.$50,001 - $100,000
  • Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Note 16, 3% Interest [OL] to this property. Percent interest is percent of total partnership capital that is attributable to this property. The amount of income represents the aggregate distributions from the LP. The K-1 from this LP reflects a net income loss for the year.$15,001 - $50,000
  • Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ The Artessa, 11% Interest [OL] to this property. Percent interest is percent of total partnership capital that is attributable to this property. The amount of income represents the aggregate distributions from the LP. The K-1 from this LP reflects a net income loss for the year.$50,001 - $100,000
  • Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ The Collins, 13% Interest [OL] to this property. Percent interest is percent of total partnership capital that is attributable to this property. The amount of income represents the aggregate distributions from the LP. The K-1 from this LP reflects a net income loss for the year.$50,001 - $100,000
  • Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ The Edge, 18% Interest [OL] to this property. Percent interest is percent of total partnership capital that is attributable to this property. The amount of income represents the aggregate distributions from the LP. The K-1 from this LP reflects a net income loss for the year.$100,001 - $250,000
  • Chelsea Brooke Rose IRA ⇒ JPMorgan Investor Growth Fund CL C M/FSpouse$1,001 - $15,000
  • Chelsea Brooke Rose IRA ⇒ Raymond James Bank Deposit ProgramSpouse$1 - $1,000
  • CHIPS III AC, LP ⇒ Anthem CityLine, 33% Interest [OL] is percent of total partnership capital that is attributable to this property.$1,001 - $15,000
  • CHIPS III AC, LP ⇒ Parc at Broad River, 36% Interest [OL] is percent of total partnership capital that is attributable to this property.$1,001 - $15,000
  • CHIPS III AC, LP ⇒ Whitepalm, 30% Interest [OL] is percent of total partnership capital that is attributable to this property.$1,001 - $15,000
  • John Williams Rose RIRA ⇒ AB Relative Value Fund Class A M/F$50,001 - $100,000
  • John Williams Rose RIRA ⇒ Fidelity Advisor Small Cap Fund Class M M/F$15,001 - $50,000
  • John Williams Rose RIRA ⇒ FIMM Money Market (FNSXX)$50,001 - $100,000
  • John Williams Rose RIRA ⇒ Invesco EQV International Equity Fund Class A$15,001 - $50,000
  • John Williams Rose RIRA ⇒ INVESCO Income Advantage U.S. Fund Class A$50,001 - $100,000
  • John Williams Rose RIRA ⇒ Massachusetts Investors Growth Stock Fund Class C M/F$50,001 - $100,000
  • John Williams Rose RIRA ⇒ MFS Growth Fund Class A M/F$15,001 - $50,000
  • John Williams Rose RIRA ⇒ MFS Mid Cap Growth Fund Class C M/F$15,001 - $50,000
  • John Williams Rose RIRA ⇒ Raymond James Bank Deposit Program$1,001 - $15,000
  • John Williams Rose RIRA ⇒ Thornburg Small Mid Cap Core Fund$15,001 - $50,000
  • John Williams Rose RIRA ⇒ VOC Energy Trust Units of Beneficial Interest (VOC)$1,001 - $15,000
  • Raymond James Brokerage Account ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)$250,001 - $500,000
  • Raymond James Brokerage Account ⇒ AMCAP Fund Class A-American Funds M/F$500,001 - $1,000,000
  • Raymond James Brokerage Account ⇒ Capital World Growth & Income Fund Class A- American FD M/F$250,001 - $500,000
  • Raymond James Brokerage Account ⇒ Europacific Growth Fund Class A-American Funds M/F$250,001 - $500,000
  • Raymond James Brokerage Account ⇒ FIMM Money Market (FNSXX)$15,001 - $50,000
  • Raymond James Brokerage Account ⇒ Growth Fund of America Class A-American Funds M/F$500,001 - $1,000,000
  • Raymond James Brokerage Account ⇒ Investment Company of America Class A-American Funds M/F$250,001 - $500,000
  • Raymond James Brokerage Account ⇒ Raymond James Client Interest Program$1,001 - $15,000
  • Raymond James Brokerage Account ⇒ Smallcap World Fund Class A-American Funds M/F$500,001 - $1,000,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Jun 23, 2025OGVXXOGVXXSale$1,000,001 - $5,000,000Jul 7, 202514 days
Jun 23, 2025FNSXXFNSXXSale$15,001 - $50,000Jul 7, 202514 days
Jun 3, 2025GOOGGOOGSale (Full)$250,001 - $500,000Jul 4, 202531 days
Jun 3, 2025Microsoft CorporationMSFTSale (Full)$250,001 - $500,000Jul 4, 202531 days
Jun 3, 2025SMCWXSMCWXSale (Full)$500,001 - $1,000,000Jul 4, 202531 days
Jun 3, 2025Alphabet Inc.GOOGLSale (Full)$1,000,001 - $5,000,000Jul 4, 202531 days
Nov 29, 2022CLRCLRSale Full$15,001 - $50,000Dec 30, 202231 days
Nov 29, 2022CLRCLRSale (Full)$15,001 - $50,000Dec 30, 202231 days

Amounts 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.