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Peter S Chatzky - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Peter S Chatzky

NY-17

Filed September 23, 2025

View Original Document

Transactions

0

Assets

39

Liabilities

0

Details

Report Title: Financial Disclosure Report - Candidate Report
Submission Method: Electronic
Signed By: Peter S Chatzky
Signed Date: September 22, 2025

Assets

39 assets

Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SpouseIncome: Dividends($2.5K - $5K)

Value

$500K - $1M

Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SelfIncome: Dividends($1K - $2.5K)

Value

$500K - $1M

Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

SpouseIncome: Dividends($2.5K - $5K)

Value

$500K - $1M

Alphabet Inc. - Class C Capital Stock (GOOG)

Stocks (including ADRs)

SelfIncome: Dividends($1K - $2.5K)

Value

$500K - $1M

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

Stocks (including ADRs)

Spouse

Value

$250K - $500K

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

Stocks (including ADRs)

Spouse

Value

$250K - $500K

Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SpouseIncome: Dividends($201 - $1K)

Value

$100K - $250K

Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SpouseIncome: Dividends($201 - $1K)

Value

$100K - $250K

Chase Bank Accounts

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($201 - $1K)

Value

$250K - $500K

IRA

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

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

Value

$100K - $250K

Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SelfIncome: Dividends($50K - $100K)

Value

$5M - $25M

MS Capital Appreciation Account

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

SelfIncome: Dividends, Interest($5K - $15K)

Value

$1M - $5M

MS Capital Appreciation Account

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

SpouseIncome: Dividends, Interest($2.5K - $5K)

Value

$500K - $1M

MS Capital Appreciation Account

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

SpouseIncome: Dividends, Interest($2.5K - $5K)

Value

$500K - $1M

MS Growth and Income

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

SelfIncome: Dividends, Interest($15K - $50K)

Value

$1M - $5M

MS Growth and Income

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

SpouseIncome: Dividends, Interest($5K - $15K)

Value

$500K - $1M

MS Growth and Income

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

SpouseIncome: Dividends, Interest($5K - $15K)

Value

$500K - $1M

MS Growth Opportunity

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

SpouseIncome: Dividends, Interest($201 - $1K)

Value

$250K - $500K

MS Growth Opportunity

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

SelfIncome: Dividends, Interest($201 - $1K)

Value

$1M - $5M

MS Growth Opportunity

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

SpouseIncome: Dividends, Interest($201 - $1K)

Value

$250K - $500K

Napa Group, LLC, 90% Interest

Ownership Interest (Engaged in a Trade or Business)

Self

Value

Not disclosed

Napa Venture Partners, LLC, 46% Interest

Ownership Interest (Engaged in a Trade or Business)

Self

Value

Not disclosed

North Haven

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

Self

Value

$250K - $500K

Paul Robeson Houses Associates L.P., 25% Interest

Other

Spouse

Value

Not disclosed

Photographs

Collectibles

Self

Value

$500K - $1M

SSGA S&P 500 Index Fd (SVSPX)

Mutual FundsExcepted Investment Fund

Self

Value

$1 - $1K

State Street Global Equity ex-U.S. Index Fund Class K (SSGLX)

Mutual FundsExcepted Investment Fund

Self

Value

$1 - $1K

State Street Target Retirement 2025 Fund Class I (SSBRX)

Mutual FundsExcepted Investment Fund

Self

Value

$100K - $250K

State Street Target Retirement 2030 Fund - Class R3 (SSAJX)

Mutual FundsExcepted Investment Fund

Self

Value

$1 - $1K

T. Rowe Price Blue Chip Growth Fund - I Class (TBCIX)

Mutual FundsExcepted Investment Fund

Self

Value

$500K - $1M

Vanguard Financials ETF (VFH)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends($201 - $1K)

Value

$100K - $250K

Vanguard Financials ETF (VFH)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends($201 - $1K)

Value

$100K - $250K

Vanguard Financials ETF (VFH)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1K - $2.5K)

Value

$100K - $250K

Vanguard S&P 500 ETF (VOO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends

Value

$500K - $1M

Vanguard S&P 500 ETF (VOO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($1K - $2.5K)

Value

$250K - $500K

Vanguard S&P 500 ETF (VOO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends

Value

$500K - $1M

Vanguard S&P 500 Growth ETF (VOOG)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($201 - $1K)

Value

$100K - $250K

Wells Fargo Bank Accounts

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

William Blair Small Cap Value Class R6 (WBVRX)

Mutual FundsExcepted Investment Fund

Self

Value

$500K - $1M