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Michael Roth - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Michael Roth

NJ-NJ07

Filed August 13, 2025

View Original Document

Transactions

0

Assets

94

Liabilities

0

Details

Report Title: Financial Disclosure Report (Annual/Candidate)
Signed By: Michael Roth
Signed Date: August 12, 2025

Assets

94 assets

Airbnb, Inc. - Class A Common Stock (ABNB)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

Allspring Emerging Markets Equity Fund Institutional Class (EMGNX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Allspring Premier Large Company Growth Fund Insti Class (EKJYX)

Mutual Funds

SelfIncome: None

Value

$15,001 - $50,000

Allspring Special Global Small Cap - Class I (EKGIX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Amazon.com, Inc. - Common Stock (AMZN)

Stocks (including ADRs)

SelfIncome: None

Value

$15,001 - $50,000

American Express Company Common Stock (AXP)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

ASML Holding N.V. - New York Registry Shares (ASML)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Baron Focused Growth Fund Inst Shs (BFGIX)

Mutual Funds

SelfIncome: None

Value

$15,001 - $50,000

Berkshire Hathaway Inc. New Common Stock (BRK.B)

Stocks (including ADRs)

SelfIncome: None

Value

$15,001 - $50,000

Blackrock Debt Strategies Fund, Inc. Common Stock (DSU)

Stocks (including ADRs)

SelfIncome: Dividends($2,501 - $5,000)

Value

$15,001 - $50,000

BlackRock Enhanced Large Cap Core Fund, Inc. Common Stock (CII)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($15,001 - $50,000)

Value

$250,001 - $500,000

Blackstone Inc. Common Stock (BX)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Blended Fund 2055

Other

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Boeing Company (BA)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

Boston Scientific Corporation Common Stock (BSX)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

Broadcom Inc. - Common Stock (AVGO)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Calamos Timpani Small Cap Growth Fund Class I (CTSIX)

Mutual Funds

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Cheniere Energy, Inc. Common Stock (LNG)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Coca-Cola Company (KO)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Coinbase

Cryptocurrency

SelfIncome: None

Value

$15,001 - $50,000

Coinbase Global, Inc. - Class A Common Stock (COIN)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

Copart, Inc. - Common Stock (CPRT)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

Direxion Daily S&P 500 Bull 3X Shares (SPXL)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund Common Shares (ETW)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($5,001 - $15,000)

Value

$50,001 - $100,000

Eli Lilly and Company Common Stock (LLY)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Exxon Mobil Corporation Common Stock (XOM)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Fair Isaac Corporation Common Stock (FICO)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

FullerThaler Behavioral Mid-Cap Value Fund Institutional Shares (FTVSX)

Mutual Funds

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX)

Mutual Funds

SelfIncome: None

Value

$15,001 - $50,000

GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX)

Mutual Funds

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

International Business Machines Corporation Common Stock (IBM)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Intuit Inc. - Common Stock (INTU)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Intuitive Surgical, Inc. - Common Stock (ISRG)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Invesco Variable Rate Preferred ETF (VRP)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

IQVIA Holdings, Inc. Common Stock (IQV)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

iShares Core S&P Mid-Cap ETF (IJH)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Russell 2000 ETF (IWM)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares U.S. Home Construction ETF (ITB)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

JP Morgan Chase & Co. Common Stock (JPM)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

JPMorgan Equity Premium Income ETF (JEPI)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($5,001 - $15,000)

Value

$100,001 - $250,000

JPMorgan Hedged Equity Fund I Class (JHEQX)

Mutual Funds

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

JustWorks Retirement Savings Plan - Assorted Funds

Other

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Kinsale Capital Group, Inc. (KNSL)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Kyndryl Holdings, Inc. Common Stock (KD)

Stocks (including ADRs)

SelfIncome: None

Value

$1 - $1,000

LegalZoom.com, Inc. - Common Stock (LZ)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

Macquarie Science and Technology Fund Institutional (ISTIX)

Mutual Funds

SelfIncome: None

Value

$15,001 - $50,000

Marcus - Goldman

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($201 - $1,000)

Value

$1,001 - $15,000

Mass Mutual Whole Life Legacy

Whole/Universal Insurance

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

McKesson Corporation Common Stock (MCK)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$100,001 - $250,000

Meta Platforms, Inc. - Class A Common Stock (META)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Micron Technology, Inc. - Common Stock (MU)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SelfIncome: Dividends($2,501 - $5,000)

Value

$500,001 - $1,000,000

Microsoft Corporation - Common Stock (MSFT) [Fidelity 8913 holding]

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Microsoft Corporation - Common Stock (MSFT) [RJ C075 holding]

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Money Market

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1,001 - $15,000

MSCI Inc. Common Stock (MSCI)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

National Fuel Gas Company Common Stock (NFG)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

Netflix, Inc. - Common Stock (NFLX)

Stocks (including ADRs)

SelfIncome: None

Value

$15,001 - $50,000

Next Street Financial Holdings Inc

Stock (Not Publicly Traded)

SelfIncome: None

Value

Not disclosed

Norfolk Southern Corporation Common Stock (NSC)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Nuveen NASDAQ 100 Dynamic Overwrite Fund - Closed End Fund (QQQX)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($5,001 - $15,000)

Value

$100,001 - $250,000

Nuveen S&P 500 Buy-Write Income Fund Common Shares of Beneficial Interest (BXMX)

Stocks (including ADRs)

SelfIncome: Dividends($5,001 - $15,000)

Value

$100,001 - $250,000

NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

NVIDIA Corporation - Common Stock (NVDA) [RJ C075 holding]

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Olstein All Cap Value Fund Adviser Class (OFAFX)

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

ProShares Short FTSE China 50 (YXI)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1 - $1,000

ServiceNow, Inc. Common Stock (NOW)

Stocks (including ADRs)

SelfIncome: None

Value

$15,001 - $50,000

Shopify Inc. - Class A Subordinate Voting Shares (SHOP)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

SPDR Select Sector Fund - Technology (XLK)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

SPDR Series Trust SPDR S&P Biotech ETF (XBI)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$1,001 - $15,000

S&P Global Inc. Common Stock (SPGI)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Spotify Technology S.A. Ordinary Shares (SPOT)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

Synopsys, Inc. - Common Stock (SNPS)

Stocks (including ADRs)

SelfIncome: None

Value

$15,001 - $50,000

Texas Pacific Land Corporation Common Stock (TPL)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

The Trade Desk, Inc. - Class A Common Stock (TTD)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

Toast, Inc. Class A Common Stock (TOST)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

Transdigm Group Incorporated Common Stock (TDG)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

Uber Technologies, Inc. Common Stock (UBER)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

Upwork Inc. - Common Stock (UPWK)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

US Treasury 3 Month Bill ETF (TBIL)

Exchange Traded Funds (ETF)

SelfIncome: Interest($5,001 - $15,000)

Value

$250,001 - $500,000

Valley National Bancorp (VLY)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Vanguard Div Appreciation ETF (VIG)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Vanguard FTSE Emerging Markets ETF (VWO)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

Vanguard FTSEEuropean ETF (VGK)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Vanguard Real Estate ETF (VNQ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Vanguard S&P 500 ETF (VOO)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Verizon Communications Inc. Common Stock (VZ)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

Vertex Pharmaceuticals Incorporated - Common Stock (VRTX)

Stocks (including ADRs)

SelfIncome: None

Value

$1,001 - $15,000

Vertiv Holdings, LLC Class A Common Stock (VRT)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Virtus Convertible & Income Fund Common Shares of Beneficial Interest (NCV)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($2,501 - $5,000)

Value

$15,001 - $50,000

Visa Inc. (V)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000