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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($2,501 - $5,000)

Value

$500,001 - $1,000,000

Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

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

Value

$500,001 - $1,000,000

Alphabet Inc. - Class A Common Stock (GOOGL)

Stocks (including ADRs)

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

Value

$500,001 - $1,000,000

Alphabet Inc. - Class C Capital Stock (GOOG)

Stocks (including ADRs)

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

Value

$500,001 - $1,000,000

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

Stocks (including ADRs)

Spouse

Value

$250,001 - $500,000

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

Stocks (including ADRs)

Spouse

Value

$250,001 - $500,000

Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

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

Value

$100,001 - $250,000

Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

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

Value

$100,001 - $250,000

Chase Bank Accounts

Bank Accounts, Money Market Accounts and CDs

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

Value

$250,001 - $500,000

IRA

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

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

Value

$100,001 - $250,000

Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

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

Value

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

MS Capital Appreciation Account

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

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

Value

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

MS Capital Appreciation Account

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

SpouseIncome: Dividends, Interest($2,501 - $5,000)

Value

$500,001 - $1,000,000

MS Capital Appreciation Account

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

SpouseIncome: Dividends, Interest($2,501 - $5,000)

Value

$500,001 - $1,000,000

MS Growth and Income

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

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

Value

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

MS Growth and Income

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

SpouseIncome: Dividends, Interest($5,001 - $15,000)

Value

$500,001 - $1,000,000

MS Growth and Income

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

SpouseIncome: Dividends, Interest($5,001 - $15,000)

Value

$500,001 - $1,000,000

MS Growth Opportunity

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

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

Value

$250,001 - $500,000

MS Growth Opportunity

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

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

Value

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

MS Growth Opportunity

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

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

Value

$250,001 - $500,000

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

$250,001 - $500,000

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

Other

Spouse

Value

Not disclosed

Photographs

Collectibles

Self

Value

$500,001 - $1,000,000

SSGA S&P 500 Index Fd (SVSPX)

Mutual FundsExcepted Investment Fund

Self

Value

$1 - $1,000

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

Mutual FundsExcepted Investment Fund

Self

Value

$1 - $1,000

State Street Target Retirement 2025 Fund Class I (SSBRX)

Mutual FundsExcepted Investment Fund

Self

Value

$100,001 - $250,000

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

Mutual FundsExcepted Investment Fund

Self

Value

$1 - $1,000

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

Mutual FundsExcepted Investment Fund

Self

Value

$500,001 - $1,000,000

Vanguard Financials ETF (VFH)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$100,001 - $250,000

Vanguard Financials ETF (VFH)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$100,001 - $250,000

Vanguard Financials ETF (VFH)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$100,001 - $250,000

Vanguard S&P 500 ETF (VOO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends

Value

$500,001 - $1,000,000

Vanguard S&P 500 ETF (VOO)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$250,001 - $500,000

Vanguard S&P 500 ETF (VOO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends

Value

$500,001 - $1,000,000

Vanguard S&P 500 Growth ETF (VOOG)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$100,001 - $250,000

Wells Fargo Bank Accounts

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

William Blair Small Cap Value Class R6 (WBVRX)

Mutual FundsExcepted Investment Fund

Self

Value

$500,001 - $1,000,000