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Patrick Thomas Roath - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Patrick Thomas Roath

MA-MA08

Filed September 5, 2025

View Original Document

Transactions

0

Assets

72

Liabilities

0

Details

Report Title: Candidate Report
Signed By: Patrick Thomas Roath
Signed Date: September 4, 2025

Assets

72 assets

Adobe Inc. - Common Stock (ADBE)

Stocks (including ADRs)

Spouse

Value

$1,001 - $15,000

Alibaba Group Holding Limited (BABA)

Stocks (including ADRs)

Spouse

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

Value

$1,001 - $15,000

Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SpouseIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

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

Stocks (including ADRs)

Self

Value

$250,000 - $250,000

Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

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

Value

$50,001 - $100,000

Atlassian Corporation - Class A Common Stock (TEAM)

Stocks (including ADRs)

Spouse

Value

$1,001 - $15,000

Barclays – Savings Account

Bank Accounts, Money Market Accounts and CDs

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

Value

$1,001 - $15,000

Charles Schwab - Cash Account

Bank Accounts, Money Market Accounts and CDs

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

Value

$15,001 - $50,000

Charles Schwab - Checking Accounts

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$100,001 - $250,000

Charles Schwab Rollover IRA - Amazon.com, Inc. (AMZN)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Charles Schwab Rollover IRA - Apple Inc. (AAPL)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Charles Schwab Rollover IRA - Cash Account

Other

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Charles Schwab Roth IRA - Cash Account

Other

SpouseIncome: Tax-Deferred

Value

$1 - $1,000

Charles Schwab Roth IRA - Salesforce, Inc. (CRM)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1 - $1,000

Chase Brokerage - Advanced Micro Devices, Inc. (AMD)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

Chase Brokerage - Cash Account

Other

SelfIncome: Dividends, Interest($1 - $200)

Value

$1 - $1,000

Chase Roth IRA - Cash Account

IRA (Held in Cash)

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Chase Roth IRA - SPDR S&P 500 (SPY)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Chewy, Inc. Class A Common Stock (CHWY)

Stocks (including ADRs)

Spouse

Value

$1,001 - $15,000

Chugai Pharmaceutical Ltd Unsponsored ADR (CHGCY)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1,001 - $15,000

Coinbase - Ethereum

Cryptocurrency

Spouse

Value

$1,001 - $15,000

Costco Wholesale Corporation - Common Stock (COST)

Stocks (including ADRs)

SpouseIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

CVS Health Corporation - Common Stock (CVS)

Stocks (including ADRs)

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Empower 401k - BlackRock Equity Index Fund

Other

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Empower 401k - Capital Group 2050 Target Date Retirement Separate Account (Pearson)

Other

SpouseIncome: Tax-Deferred

Value

$100,001 - $250,000

Empower 401k - Dodge & Cox Balanced Fund - Class X (DOXBX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Empower 401k - T. Rowe US Mid Cap Growth Equity (IS Pltfrm)

Other

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Empower Stable Value Trust (Pearson)

Other

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity Extended Market Index Fund (FSMAX)

Mutual Funds

Self

Value

$100,000 - $100,000

Fidelity International Index Fund (FSPSX)

Mutual Funds

SelfIncome: Dividends

Value

$50,001 - $100,000

Fidelity Investments Brokerage - Cash account

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($1 - $200)

Value

$1 - $1,000

Fidelity NASDAQ Composite Index (FNCMX)

Mutual Funds

SelfIncome: Dividends

Value

$100,001 - $250,000

Fidelity Select Biotechnology Pt (FBIOX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Fidelity Small Cap Growth Fund (FCPGX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Hotchkis and Wiley Small Cap Value Fund Class I (HWSIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Iambic, Inc.

Ownership Interest (Engaged in a Trade or Business)

Self

Value

$15,001 - $50,000

Invesco QQQ Trust, Series 1 (QQQ)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

iShares MSCI Global Min Vol Factor ETF (ACWV)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

iShares MSCI USA Quality Factor ETF (QUAL)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

iShares Semiconductor ETF (SOXX)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

iShares S&P 500 Growth ETF (IVW)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

JPMorgan Intrepid Growth R5 (JGIRX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

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

Stocks (including ADRs)

SpouseIncome: Dividends($1 - $200)

Value

$50,001 - $100,000

Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SpouseIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

MSIF Next Gen Emerging Markets Portfolio - A (MFMPX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Netflix, Inc. - Common Stock (NFLX)

Stocks (including ADRs)

Spouse

Value

$50,001 - $100,000

Nintendo Co Ltd ADR (NTDOY)

Stocks (including ADRs)

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

Value

$15,001 - $50,000

NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$50,001 - $100,000

Pearson, Plc - Common Stock (PSO)

Stocks (including ADRs)

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

Value

$15,001 - $50,000

Pearson Unvested Stock Units [RS]

Restricted Stock Units (RSUs)

Spouse

Value

$50,001 - $100,000

Procter & Gamble Company (PG)

Stocks (including ADRs)

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Reddit, Inc. Class A Common Stock (RDDT)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

Roblox Corporation Class A Common Stock (RBLX)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

Salesforce, Inc. - Common Stock (CRM)

Stocks (including ADRs)

SpouseIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Schwab Emerging Markets Equity ETF (SCHE)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1 - $1,000

Schwab International Equity ETF (SCHF)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab Municipal Money Fund - Investor Shares (SWTXX)

Mutual Funds

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

Value

$15,001 - $50,000

Schwab Prime Advantage Money Fund - Investor Shares (SWVXX)

Mutual Funds

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

Value

$50,001 - $100,000

Schwab US Aggregate Bond ETF (SCHZ)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Schwab U.S. Broad Market ETF (SCHB)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab U.S. Large-Cap Growth ETF (SCHG)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab U.S. Small-Cap ETF (SCHA)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

SPDR S&P 500 (SPY)

Exchange Traded Funds (ETF)

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

Value

$15,001 - $50,000

State Street S&P Midcap Index Securities Lending Class XIV (401k)

Other

SelfIncome: Tax-Deferred

Value

$250,001 - $500,000

Unity Software Inc. - Common Stock (U)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Exchange Traded Funds (ETF)

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

Value

$15,001 - $50,000

Vanguard Long-Term Treasury ETF (VGLT)

Exchange Traded Funds (ETF)

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

Value

$100,001 - $250,000

Vanguard S&P 500 ETF (VOO)

Exchange Traded Funds (ETF)

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

Value

$100,000 - $100,000

Vanguard STAR Fund (VGSTX)

Mutual Funds

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

Value

$100,001 - $250,000

Xtrackers Semiconductor Select Equity ETF (CHPS)

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

$1,001 - $15,000

Zoom Communications, Inc. - Class A Common Stock (ZM)

Stocks (including ADRs)

Spouse

Value

$1,001 - $15,000