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Marty O'Donnell - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Marty O'Donnell

NV-03

Filed August 14, 2025

View Original Document

Transactions

0

Assets

119

Liabilities

0

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: Marty O'Donnell
Signed Date: August 13, 2025

Assets

119 assets

Bank of America Savings

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Bungie, Inc.

Stock (Not Publicly Traded)

SelfIncome: Capital Gains

Value

$5,000,001 - $25,000,000

Fidelity Annuity

Fixed Annuity

SelfIncome: None

Value

$250,001 - $500,000

Las Vegas Rental Property 2

Real Property

SelfIncome: Rent

Value

Not disclosed

Marty M ODonnell Music LLC

Ownership Interest (Engaged in a Trade or Business)

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

Value

Not disclosed

Schwab IRA 2 ⇒ Abbott Laboratories Common Stock (ABT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA 2 ⇒ Brokerage sweep account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA 2 ⇒ Edwards Lifesciences Corporation Common Stock (EW)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA 2 ⇒ Trane Technologies plc (TT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA 2 ⇒ UnitedHealth Group Incorporated Common Stock (UNH)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA 2 ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA 2 ⇒ Zoetis Inc. Class A Common Stock (ZTS)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA ⇒ Abbott Laboratories Common Stock (ABT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA ⇒ Adobe Inc. - Common Stock (ADBE)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Schwab IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA ⇒ Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,000,001 - $5,000,000

Schwab IRA ⇒ Baird Intermediate Bond Fd Insti Cl (BIMIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA ⇒ Baird Intermediate Bond Fd Insti Cl (BIMIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$1,000,001 - $5,000,000

Schwab IRA ⇒ BlackRock High Yield Bond Portfolio - Institutional (BHYIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Schwab IRA ⇒ Blackstone Private Credit Fund Cl I

Hedge Funds & Private Equity Funds (EIF)

SelfIncome: Tax-Deferred

Value

$500,001 - $1,000,000

Schwab IRA ⇒ CME Group Inc. - Class A Common Stock (CME)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Schwab IRA ⇒ D.R. Horton, Inc. Common Stock (DHI)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA ⇒ Edwards Lifesciences Corporation Common Stock (EW)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA ⇒ Electronic Arts Inc. - Common Stock (EA)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA ⇒ EOG Resources, Inc. Common Stock (EOG)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Schwab IRA ⇒ First Solar, Inc. - Common Stock (FSLR)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA ⇒ Fortinet, Inc. - Common Stock (FTNT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Schwab IRA ⇒ Goldman Sachs Emerging Markets Equity Fund Institutional Shares (GEMIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Schwab IRA ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$500,001 - $1,000,000

Schwab IRA ⇒ Intuit Inc. - Common Stock (INTU)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA ⇒ IRA Bank Sweep

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA ⇒ Lam Research Corporation - Common Stock (LRCX)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA ⇒ Linde plc - Ordinary Shares (LIN)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA ⇒ Mastercard Incorporated Common Stock (MA)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA ⇒ Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA ⇒ Netflix, Inc. - Common Stock (NFLX)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Schwab IRA ⇒ NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Schwab IRA ⇒ PayPal Holdings, Inc. - Common Stock (PYPL)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Schwab IRA ⇒ Pepsico, Inc. (PEP)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA ⇒ Pioneer ILS Interval Fund (XILSX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Schwab IRA ⇒ SPDR Series Trust SPDR S&P Biotech ETF (XBI)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA ⇒ S&P Global Inc. Common Stock (SPGI)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Schwab IRA (Spouse) ⇒ Adobe Inc. - Common Stock (ADBE)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA (Spouse) ⇒ Brokerage sweep account

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA (Spouse) ⇒ DexCom, Inc. - Common Stock (DXCM)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA (Spouse) ⇒ Edwards Lifesciences Corporation Common Stock (EW)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA (Spouse) ⇒ First Solar, Inc. - Common Stock (FSLR)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA (Spouse) ⇒ Lam Research Corporation - Common Stock (LRCX)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA (Spouse) ⇒ Mastercard Incorporated Common Stock (MA)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA (Spouse) ⇒ Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA (Spouse) ⇒ NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA (Spouse) ⇒ PayPal Holdings, Inc. - Common Stock (PYPL)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA (Spouse) ⇒ Pepsico, Inc. (PEP)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA (Spouse) ⇒ UnitedHealth Group Incorporated Common Stock (UNH)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA (Spouse) ⇒ Xylem Inc. Common Stock New (XYL)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA ⇒ Trane Technologies plc (TT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA ⇒ Uber Technologies, Inc. Common Stock (UBER)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Schwab IRA ⇒ Ulta Beauty, Inc. - Common Stock (ULTA)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Schwab IRA ⇒ Vanguard Mid-Cap ETF (VO)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Schwab IRA ⇒ Versus Capital Multi-Manager Real Estate Income Fund LLC Class I Shares (VCMIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Schwab IRA ⇒ Waste Management, Inc. Common Stock (WM)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Schwab IRA ⇒ Xylem Inc. Common Stock New (XYL)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab IRA ⇒ Zoetis Inc. Class A Common Stock (ZTS)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Various musical compositions

Intellectual Property & Royalties

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

Value

Not disclosed

West Gallery Investments, LP ⇒ Abbott Laboratories Common Stock (ABT)

Stocks (including ADRs)

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

Value

$100,001 - $250,000

West Gallery Investments, LP ⇒ Adobe Inc. - Common Stock (ADBE)

Stocks (including ADRs)

SelfIncome: None

Value

$250,001 - $500,000

West Gallery Investments, LP ⇒ Align Technology, Inc. - Common Stock (ALGN)

Stocks (including ADRs)

SelfIncome: None

Value

$50,001 - $100,000

West Gallery Investments, LP ⇒ Allspring Strategic Municipal Bond Fd Inst (STRIX)

Mutual Funds

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

Value

Not disclosed

West Gallery Investments, LP ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

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

Value

$250,001 - $500,000

West Gallery Investments, LP ⇒ Amazon.com, Inc. - Common Stock (AMZN)

Stocks (including ADRs)

SelfIncome: None

Value

$500,001 - $1,000,000

West Gallery Investments, LP ⇒ Baird Short Term Bond Fund Institutional Class (BSBIX)

Mutual Funds

SelfIncome: Capital Gains, Dividends

Value

Not disclosed

West Gallery Investments, LP ⇒ Best Buy Co., Inc. Common Stock (BBY)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

Not disclosed

West Gallery Investments, LP ⇒ BlackRock High Yield Bond Portfolio - Institutional (BHYIX)

Mutual Funds

SelfIncome: Capital Gains, Dividends

Value

Not disclosed

West Gallery Investments, LP ⇒ Brokerage sweep account

Bank Accounts, Money Market Accounts and CDs

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

Value

$50,001 - $100,000

West Gallery Investments, LP ⇒ CME Group Inc. - Class A Common Stock (CME)

Stocks (including ADRs)

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

Value

$250,001 - $500,000

West Gallery Investments, LP ⇒ DexCom, Inc. - Common Stock (DXCM)

Stocks (including ADRs)

SelfIncome: None

Value

$50,001 - $100,000

West Gallery Investments, LP ⇒ Diamondback Energy, Inc. - Common Stock (FANG)

Stocks (including ADRs)

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

Value

Not disclosed

West Gallery Investments, LP ⇒ D.R. Horton, Inc. Common Stock (DHI)

Stocks (including ADRs)

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

Value

$100,001 - $250,000

West Gallery Investments, LP ⇒ Edwards Lifesciences Corporation Common Stock (EW)

Stocks (including ADRs)

SelfIncome: None

Value

$250,001 - $500,000

West Gallery Investments, LP ⇒ Electronic Arts Inc. - Common Stock (EA)

Stocks (including ADRs)

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

Value

$100,001 - $250,000

West Gallery Investments, LP ⇒ EOG Resources, Inc. Common Stock (EOG)

Stocks (including ADRs)

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

Value

$100,001 - $250,000

West Gallery Investments, LP ⇒ Exxon Mobil Corporation Common Stock (XOM)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

Not disclosed

West Gallery Investments, LP ⇒ First Solar, Inc. - Common Stock (FSLR)

Stocks (including ADRs)

SelfIncome: None

Value

$100,001 - $250,000

West Gallery Investments, LP ⇒ Fortinet, Inc. - Common Stock (FTNT)

Stocks (including ADRs)

SelfIncome: None

Value

$250,001 - $500,000

West Gallery Investments, LP ⇒ Goldman Sachs Emerging Markets Equity Fund Institutional Shares (GEMIX)

Mutual Funds

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

Value

$1,000,001 - $5,000,000

West Gallery Investments, LP ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX)

Mutual Funds

SelfIncome: Capital Gains, Dividends($50,001 - $100,000)

Value

$1,000,001 - $5,000,000

West Gallery Investments, LP ⇒ Intuit Inc. - Common Stock (INTU)

Stocks (including ADRs)

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

Value

$250,001 - $500,000

West Gallery Investments, LP ⇒ JP Morgan Chase & Co. Common Stock (JPM)

Stocks (including ADRs)

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

Value

$250,001 - $500,000

West Gallery Investments, LP ⇒ Lam Research Corporation - Common Stock (LRCX)

Stocks (including ADRs)

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

Value

$100,001 - $250,000

West Gallery Investments, LP ⇒ Linde plc - Ordinary Shares (LIN)

Stocks (including ADRs)

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

Value

$100,001 - $250,000

West Gallery Investments, LP ⇒ Mastercard Incorporated Common Stock (MA)

Stocks (including ADRs)

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

Value

$250,001 - $500,000

West Gallery Investments, LP ⇒ Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

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

Value

$500,001 - $1,000,000

West Gallery Investments, LP ⇒ Netflix, Inc. - Common Stock (NFLX)

Stocks (including ADRs)

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

Value

$500,001 - $1,000,000

West Gallery Investments, LP ⇒ NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

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

Value

$500,001 - $1,000,000

West Gallery Investments, LP ⇒ PayPal Holdings, Inc. - Common Stock (PYPL)

Stocks (including ADRs)

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

Value

$50,001 - $100,000

West Gallery Investments, LP ⇒ Pepsico, Inc. (PEP)

Stocks (including ADRs)

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

Value

$100,001 - $250,000

West Gallery Investments, LP ⇒ Pioneer ILS Interval Fund (XILSX)

Mutual Funds

SelfIncome: Dividends

Value

$250,001 - $500,000

West Gallery Investments, LP ⇒ Pioneer Natural Resources Company Common Stock (PXD)

Stocks (including ADRs)

SelfIncome: Dividends

Value

Not disclosed

West Gallery Investments, LP ⇒ SPDR Series Trust SPDR S&P Biotech ETF (XBI)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$100,001 - $250,000

West Gallery Investments, LP ⇒ S&P Global Inc. Common Stock (SPGI)

Stocks (including ADRs)

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

Value

$250,001 - $500,000

West Gallery Investments, LP ⇒ Tesla, Inc. - Common Stock (TSLA)

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

West Gallery Investments, LP ⇒ The Hershey Company Common Stock (HSY)

Stocks (including ADRs)

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

Value

Not disclosed

West Gallery Investments, LP ⇒ Trane Technologies plc (TT)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($50,001 - $100,000)

Value

$250,001 - $500,000

West Gallery Investments, LP ⇒ Uber Technologies, Inc. Common Stock (UBER)

Stocks (including ADRs)

SelfIncome: None

Value

$50,001 - $100,000

West Gallery Investments, LP ⇒ Ulta Beauty, Inc. - Common Stock (ULTA)

Stocks (including ADRs)

SelfIncome: None

Value

$250,001 - $500,000

West Gallery Investments, LP ⇒ UnitedHealth Group Incorporated Common Stock (UNH)

Stocks (including ADRs)

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

Value

$100,001 - $250,000

West Gallery Investments, LP ⇒ Vanguard Mid-Cap ETF (VO)

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains, Dividends($100,001 - $1,000,000)

Value

$50,001 - $100,000

West Gallery Investments, LP ⇒ Versus Capital Multi-Manager Real Estate Income Fund LLC Class I Shares (VCMIX)

Mutual Funds

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

Value

$100,001 - $250,000

West Gallery Investments, LP ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX)

Stocks (including ADRs)

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

Value

$50,001 - $100,000

West Gallery Investments, LP ⇒ Waste Management, Inc. Common Stock (WM)

Stocks (including ADRs)

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

Value

$250,001 - $500,000

West Gallery Investments, LP ⇒ West Pharmaceutical Services, Inc. Common Stock (WST)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

Not disclosed

West Gallery Investments, LP ⇒ Xylem Inc. Common Stock New (XYL)

Stocks (including ADRs)

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

Value

$100,001 - $250,000

West Gallery Investments, LP ⇒ Zoetis Inc. Class A Common Stock (ZTS)

Stocks (including ADRs)

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

Value

$100,001 - $250,000

West Gallery Properties, LLC ⇒ Las Vegas Rental Property 1

Real Property

SelfIncome: Rent($50,001 - $100,000)

Value

$1,000,001 - $5,000,000

West Gallery Properties, LLC ⇒ Personal Residence

Real Property

SelfIncome: None

Value

$1,000,001 - $5,000,000