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Effie Phillips-Staley - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Effie Phillips-Staley

NY-17

Filed September 10, 2025

View Original Document

Transactions

0

Assets

153

Liabilities

1

Details

Report Title: Candidate Report
Submission Method: Electronic
Signed By: Effie Phillips-Staley
Signed Date: September 9, 2025

Assets

153 assets

AerCap Holdings N.V. Ordinary Shares (AER)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Alliant Energy Corporation (LNT)

Stocks (including ADRs)

Liabilities

1 liability

Bank of America

Credit card

Joint

Amount

$10,000 - $15,000

JointIncome: None

Value

$1,001 - $15,000

Allstate Corporation (ALL)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Allstate Corporation (ALL)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

JointIncome: None

Value

$15,001 - $50,000

Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

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

Stocks (including ADRs)

JointIncome: None

Value

$15,001 - $50,000

American Express Company Common Stock (AXP)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

American Funds Capital World Growth & Income Fund Class A Shares (CWGIX)

Mutual Funds

JointIncome: Dividends($879 - $879)

Value

$117,596 - $117,596

American Healthcare REIT, Inc. Common Stock (AHR)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

AMETEK, Inc. (AME)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Applied Materials, Inc. - Common Stock (AMAT)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Arista Networks, Inc. Common Stock (ANET)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

AstraZeneca PLC - American Depositary Shares (AZN)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

AT&T Inc. (T)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Becton, Dickinson and Company Common Stock (BDX)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

BellRing Brands, Inc. Common Stock (BRBR)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

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

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

BlackRock, Inc. Common Stock (BLK)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

BLF Fed Fund

Bank Accounts, Money Market Accounts and CDs

JointIncome: Dividends($8,975 - $8,975)

Value

$36,831 - $36,831

Broadcom Inc. - Common Stock (AVGO)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Cameco Corporation Common Stock (CCJ)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Capital One Financial Corporation Common Stock (COF)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Carnival Corporation Common Stock (CCL)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Cencora, Inc. Common Stock (COR)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Cheniere Energy, Inc. Common Stock (LNG)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Colgate-Palmolive Company Common Stock (CL)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Compass Group Plc American Depositary Shares (CMPGY)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Coterra Energy Inc. Common Stock (CTRA)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

CSX Corporation (CSX)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

CSX Corporation (CSX)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Darden Restaurants, Inc. Common Stock (DRI)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

DaVita Inc. Common Stock (DVA)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Digital Realty Trust, Inc. Common Stock (DLR)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

DoorDash, Inc. - Common Stock (DASH)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Dover Corporation Common Stock (DOV)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Eaton Corporation, PLC Ordinary Shares (ETN)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Eli Lilly and Company Common Stock (LLY)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Emerson Electric Company Common Stock (EMR)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Exxon Mobil Corporation Common Stock (XOM)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Fiserv, Inc. Common Stock (FI)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Freeport-McMoRan, Inc. Common Stock (FCX)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

General Dynamics Corporation Common Stock (GD)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Gilead Sciences, Inc. - Common Stock (GILD)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

GoDaddy Inc. Class A Common Stock (GDDY)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Hartford Core Equity Fund Class A (HAIAX)

Mutual Funds

SelfIncome: None

Value

$15,001 - $50,000

Hartford Core Equity Fund Class A (HAIAX)

Mutual Funds

DependentIncome: None

Value

$1,001 - $15,000

Hartford Core Equity Fund Class A (HAIAX)

Mutual Funds

DependentIncome: None

Value

$15,001 - $50,000

HCA Healthcare, Inc. Common Stock (HCA)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Hewlett Packard Enterprise Company Common Stock (HPE)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Home Depot, Inc. (HD)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Home Depot, Inc. (HD)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

HP Inc. Common Stock (HPQ)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

HubSpot, Inc. Common Stock (HUBS)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Huntington Bancshares Incorporated - Common Stock (HBAN)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

IIAXX

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: None

Value

$1,001 - $15,000

IIAXX

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$1,001 - $15,000

Interactive Brokers Group, Inc. - Class A Common Stock (IBKR)

Stocks (including ADRs)

JointIncome: None

Value

$15,001 - $50,000

International Business Machines Corporation Common Stock (IBM)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Intuit Inc. - Common Stock (INTU)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Invesco Preferred ETF (PGX)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$1 - $1,000

IQVIA Holdings, Inc. Common Stock (IQV)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

iShares 20+ Year Treasury Bond ETF (TLT)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$1,001 - $15,000

iShares Core MSCI EAFE ETF (IEFA)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$1,001 - $15,000

iShares Core MSCI Emerging Markets ETF (IEMG)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$1,001 - $15,000

iShares Core S&P Small-Cap ETF (IJR)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$1,001 - $15,000

iShares Core S&P U.S. Growth ETF (IUSG)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$1,001 - $15,000

iShares Core S&P U.S. Value ETF (IUSV)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$1,001 - $15,000

iShares MBS ETF (MBB)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$1,001 - $15,000

iShares TIPS Bond ETF (TIP)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$1 - $1,000

ITT Inc. Common Stock (ITT)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Jacobs Solutions Inc. Common Stock (J)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

JP Morgan Chase & Co. Common Stock (JPM)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

JP Morgan Chase & Co. Common Stock (JPM)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Kinder Morgan, Inc. Common Stock (KMI)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Kyndryl Holdings, Inc. Common Stock (KD)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

LONG IS PWR AUTH N Y ELEC SYS REV GEN BDS F

Government Securities and Agency Debt

JointIncome: None

Value

$1,001 - $15,000

Mastercard Incorporated Common Stock (MA)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

McDonald's Corporation Common Stock (MCD)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Medtronic plc. Ordinary Shares (MDT)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

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

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

JointIncome: None

Value

$15,001 - $50,000

Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

ML Bank Deposit Program

Bank Accounts, Money Market Accounts and CDs

DependentIncome: None

Value

$1,001 - $15,000

ML Bank Deposit Program

Bank Accounts, Money Market Accounts and CDs

JointIncome: None

Value

$1,001 - $15,000

MSIF Growth Portfolio Class A (MSEGX)

Mutual Funds

SpouseIncome: None

Value

$50,001 - $100,000

Nasdaq, Inc. - Common Stock (NDAQ)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

NEW YORK NY CTY TRANS FIN AT FUTURE TAX SECD

Government Securities and Agency Debt

JointIncome: None

Value

$1,001 - $15,000

NEW YORK N Y GO BDS FISCAL SER A

Government Securities and Agency Debt

JointIncome: None

Value

$1,001 - $15,000

NEW YORK NY MUN WFA WTR-SS REV SECOND GEN CC

Government Securities and Agency Debt

JointIncome: None

Value

$1,001 - $15,000

NEW YORK ST TWY AUTH ST PERS INCOME TAX REV A

Government Securities and Agency Debt

JointIncome: None

Value

$1,001 - $15,000

NY ST DORM AUTH SLS TAX REV BDS SER B

Government Securities and Agency Debt

JointIncome: None

Value

$1,001 - $15,000

NY ST DRM AT RV NON ST SUP DBT REF BDS SER A

Government Securities and Agency Debt

JointIncome: None

Value

$1,001 - $15,000

ON Semiconductor Corporation - Common Stock (ON)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Otis Worldwide Corporation Common Stock (OTIS)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Pepsico, Inc. (PEP)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

PORT AUTH N Y & N J CONSOLIDATED BDS 248

Government Securities and Agency Debt

JointIncome: None

Value

$1,001 - $15,000

Principal Financial Group Inc (PFG)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

PROG Holdings, Inc. Common Stock (PRG)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

PTC Inc. - Common Stock (PTC)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Public Service Enterprise Group Incorporated Common Stock (PEG)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Quanta Services, Inc. Common Stock (PWR)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Quest Diagnostics Incorporated Common Stock (DGX)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Realty Income Corporation Common Stock (O)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

ROCHE HOLDING LTD S/ADR (RHHBY)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

RTX Corporation Common Stock (RTX)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Samsara Inc. Class A Common Stock (IOT)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

SBA Communications Corporation - Class A Common Stock (SBAC)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Schwab U.S. Large-Cap ETF (SCHX)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$15,001 - $50,000

Seagate Technology Holdings PLC - Ordinary Shares (STX)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Seagate Technology Holdings PLC - Ordinary Shares (STX)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Sealed Air Corporation Common Stock (SEE)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Sherwin-Williams Company (SHW)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Simon Property Group, Inc. Common Stock (SPG)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

SPDR S&P 500 Buyback ETF (SPYB)

Exchange Traded Notes

JointIncome: Dividends($651 - $651)

Value

$77,860 - $77,860

Sprouts Farmers Market, Inc. - Common Stock (SFM)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Synchrony Financial Common Stock (SYF)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Synchrony Financial Common Stock (SYF)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Texas Instruments Incorporated - Common Stock (TXN)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Texas Instruments Incorporated - Common Stock (TXN)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

The Cigna Group Common Stock (CI)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

The Growth Fund of America Class A Shares (AGTHX)

Mutual Funds

JointIncome: None

Value

$67,738 - $67,738

The Growth Fund of America Class A Shares (AGTHX)

Mutual Funds

DependentIncome: None

Value

$1,001 - $15,000

TJX Companies, Inc. (TJX)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

TJX Companies, Inc. (TJX)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Trane Technologies plc (TT)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

TRIBOROUGH BRDG & TUNL AT NY BD ANTIC NTS B-2

Government Securities and Agency Debt

JointIncome: None

Value

$1,001 - $15,000

TRIBOROUGH BRDG & TUNL AT NY BDS SER A

Government Securities and Agency Debt

JointIncome: None

Value

$1,001 - $15,000

TRIBOROUGH BRDG & TUNL AT NY SR LIEN REF GREEN

Government Securities and Agency Debt

JointIncome: None

Value

$1,001 - $15,000

TRIBOROUGH BRDG & TUNL AUTH NY REVS GEN REV

Government Securities and Agency Debt

JointIncome: None

Value

$1,001 - $15,000

Truist Financial Corporation Common Stock (TFC)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

United Rentals, Inc. Common Stock (URI)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Vanguard FTSE Developed Markets ETF (VEA)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$1,001 - $15,000

Vanguard FTSE Emerging Markets ETF (VWO)

Exchange Traded Funds (ETF)

SelfIncome: None

Value

$1,001 - $15,000

Vanguard Growth ETF (VUG)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$15,001 - $50,000

Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$1,001 - $15,000

Vanguard Intermediate-Term Treasury ETF (VGIT)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$1,001 - $15,000

Vanguard Short-Term Corporate Bond ETF (VCSH)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$1,001 - $15,000

Vanguard Small-Cap Growth ETF (VBK)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$1,001 - $15,000

Vanguard Small-Cap Value ETF (VBR)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$1 - $1,000

Vanguard Value ETF (VTV)

Exchange Traded Funds (ETF)

SpouseIncome: None

Value

$15,001 - $50,000

Vulcan Materials Company (VMC)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Walmart Inc. Common Stock (WMT)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Washington Mutual Invs Fd Cl A Shs (AWSHX)

Mutual Funds

DependentIncome: None

Value

$15,001 - $50,000

Washington Mutual Invs Fd Cl A Shs (AWSHX)

Mutual Funds

JointIncome: Capital Gains($16,974 - $16,974)

Value

$414,552 - $414,552

Washington Mutual Invs Fd Cl A Shs (AWSHX)

Mutual Funds

JointIncome: Dividends($2,565 - $2,565)

Value

$414,552 - $414,552

Wells Fargo & Company Common Stock (WFC)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Welltower Inc. Common Stock (WELL)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

Williams Companies, Inc. (WMB)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000

W.W. Grainger, Inc. Common Stock (GWW)

Stocks (including ADRs)

JointIncome: None

Value

$1,001 - $15,000

Wynn Resorts, Limited - Common Stock (WYNN)

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Xcel Energy Inc. (XEL)

Stocks (including ADRs)

SpouseIncome: None

Value

$1,001 - $15,000