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Martin Young - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Martin Young

PA-06

Filed August 19, 2025

View Original Document

Transactions

0

Assets

130

Liabilities

2

Details

Report Title: Financial Disclosure Report - Candidate Report
Signed By: Martin Young
Signed Date: August 19, 2025

Assets

130 assets

26N Private Equity Partners I LP

Hedge Funds & Private Equity Funds (EIF)

Self

Value

$1,001 - $15,000

Abbott Laboratories Common Stock (ABT)

Stocks (including ADRs)

Joint

Liabilities

2 liabilities

Morgan Stanley

Mortgage on Principal Residence

Joint

Amount

$50,001 - $100,000

Wells Fargo

Mortgage on Rental Property

Spouse

Income: Dividends($1 - $200)

Value

$15,001 - $50,000

Alphabet Inc. - Class C Capital Stock (GOOG)

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

$1,001 - $15,000

Alphabet Inc. - Class C Capital Stock (GOOG)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Alphabet Inc. - Class C Capital Stock (GOOG)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

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

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

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

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

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

Stocks (including ADRs)

Joint

Value

$15,001 - $50,000

American International Group, Inc. (AIG)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Amgen Inc. (AMGN)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Amgen Inc. - Common Stock (AMGN)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Angel Studios

Stock (Not Publicly Traded)

Self

Value

$1,001 - $15,000

Apple Inc. (AAPL)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Atlanta Townhome

Real Property

JointIncome: Rent($15,001 - $50,000)

Value

$250,001 - $500,000

Authentically American

Stock (Not Publicly Traded)

Self

Value

$15,001 - $50,000

Berkshire Hathaway Inc. (BRK.B)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

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

Stocks (including ADRs)

Joint

Value

$15,001 - $50,000

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

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Blackstone Private Credit Fund Class S

Hedge Funds & Private Equity Funds (EIF)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Blackstone Private Credit Fund Class S

Hedge Funds & Private Equity Funds (EIF)

JointIncome: Interest($1,001 - $2,500)

Value

$100,001 - $250,000

Blackstone Real Estate Income Trust Inc CL S

Real Estate Invest. Trust (REIT)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Brandywine Services Inc

Ownership Interest (Engaged in a Trade or Business)

Self

Value

$15,001 - $50,000

Broadcom Inc. (AVGO)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Broadcom Inc. (AVGO)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

Broadcom Inc. - Common Stock (AVGO)

Stocks (including ADRs)

Joint

Value

$50,001 - $100,000

Broadcom Inc. - Common Stock (AVGO)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Buckle Inc.

Stock (Not Publicly Traded)

Self

Value

$50,001 - $100,000

Buckle Inc.

Stock (Not Publicly Traded)

Spouse

Value

$15,001 - $50,000

Cape Sierra - Canda Manor

Ownership Interest (Engaged in a Trade or Business)

Self

Value

$100,001 - $250,000

Cape Sierra - Lynden Parke

Ownership Interest (Engaged in a Trade or Business)

Self

Value

$100,001 - $250,000

Carlyle Tactical Private Credit Fund Class M

Hedge Funds & Private Equity Funds (EIF)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Charles Schwab Corporation (SCHW)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Costco Wholesale Corporation - Common Stock (COST)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Costco Wholesale Corporation - Common Stock (COST)

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Costco Wholesale Corporation (COST)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Delta Air Lines, Inc. (DAL)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Diamondback Energy, Inc. - Common Stock (FANG)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Diamondback Energy, Inc. (FANG)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Eli Lilly and Company (LLY)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

First Republic Corporation of America (FRPC)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1 - $1,000

Gold

Precious Metals

Joint

Value

$100,001 - $250,000

Goldman Sachs Group, Inc. (GS)

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Great-West S&P Mid Cap 400 Index Fund Investor Class (MXMDX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Greenfire Resources Ltd. Common Shares (GFR)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Honeywell International Inc. (HON)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Honeywell International Inc. (HON)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Intuitive Surgical, Inc. - Common Stock (ISRG)

Stocks (including ADRs)

Joint

Value

$15,001 - $50,000

Intuitive Surgical, Inc. - Common Stock (ISRG)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Intuitive Surgical, Inc. (ISRG)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

iShares Gold Trust (IAU)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

iShares Gold Trust (IAU)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

iShares Gold Trust (IAU)

Exchange Traded Funds (ETF)Excepted Investment Fund

Joint

Value

$15,001 - $50,000

iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

iShares iBonds Dec 2026 Term Corporate ETF (IBDR)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

iShares iBonds Dec 2027 Term Corporate ETF (IBDS)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

iShares iBonds Dec 2028 Term Corporate ETF (IBDT)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

iShares iBonds Dec 2029 Term Corporate ETF (IBDU)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

Johnson & Johnson Common Stock (JNJ)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Johnson & Johnson (JNJ)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

JP Morgan Chase & Co. (JPM)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Lazard Global Listed Infrastructure Ptf Insti Shs (GLIFX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Lazard Global Listed Infrastructure Ptf Insti Shs (GLIFX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Lockheed Martin Corporation Common Stock (LMT) - Capital Gains

Stocks (including ADRs)

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

Value

Not disclosed

Lockheed Martin Corporation Common Stock (LMT) - Dividends

Stocks (including ADRs)

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

Value

Not disclosed

Lowe's Companies, Inc. Common Stock (LOW)

Stocks (including ADRs)

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

Value

$15,001 - $50,000

Lowe's Companies, Inc. Common Stock (LOW)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Lowe's Companies, Inc. (LOW)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

M3 SPAC-3 Sponsor, SPV, LP

Stock (Not Publicly Traded)

SelfIncome: Capital Gains

Value

Not disclosed

Marsh & McLennan Companies, Inc. Common Stock (MMC)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Marsh & McLennan Companies, Inc. (MMC)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Mass Mutual Whole Life Insurance

Whole/Universal Insurance

Self

Value

$50,001 - $100,000

Mass Mutual Whole Life Insurance

Whole/Universal Insurance

Self

Value

$100,001 - $250,000

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

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

$50,001 - $100,000

Microsoft Corporation (MSFT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Moonshots Capital Fund 3-A, LP

Hedge Funds & Private Equity Funds (EIF)

Self

Value

$50,001 - $100,000

Moonshots Capital Series 62, LLC

Hedge Funds & Private Equity Funds (EIF)

Self

Value

$15,001 - $50,000

New Haven Condo

Real Property

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

Value

$100,001 - $250,000

Nuveen Global Cities REIT Inc Class S

Real Estate Invest. Trust (REIT)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Oracle Corporation Common Stock (ORCL)

Stocks (including ADRs)

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

Value

$50,001 - $100,000

Oracle Corporation (ORCL)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Palladium

Precious Metals

Joint

Value

$15,001 - $50,000

Palo Alto Networks, Inc. (PANW)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Palo Alto Networks, Inc. (PANW)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Palo Alto Networks, Inc. (PANW)

Stocks (including ADRs)

Joint

Value

$15,001 - $50,000

Pennsylvania Target Enrollment 2026/2027 Portfolio (PA529 - DC1)

529 PortfolioExcepted Investment Fund

DependentIncome: Tax-Deferred

Value

$50,001 - $100,000

Platinum

Precious Metals

Joint

Value

$15,001 - $50,000

Pocopson Services LLC

Ownership Interest (Engaged in a Trade or Business)

Self

Value

$1,001 - $15,000

RTX Corporation (RTX)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

ServiceNow, Inc. (NOW)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Short Term Inflation Protected Securities Portfolio (PA529 - DC2)

529 PortfolioExcepted Investment Fund

DependentIncome: Tax-Deferred

Value

$15,001 - $50,000

Silver

Precious Metals

Joint

Value

$50,001 - $100,000

Thermo Fisher Scientific Inc Common Stock (TMO) - Capital Gains

Stocks (including ADRs)

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

Value

Not disclosed

Thermo Fisher Scientific Inc Common Stock (TMO) - Dividends

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

Not disclosed

Total Stock Market Index Portfolio (PA529 - DC1)

529 PortfolioExcepted Investment Fund

DependentIncome: Tax-Deferred

Value

$50,001 - $100,000

Total Stock Market Index Portfolio (PA529 - DC2)

529 PortfolioExcepted Investment Fund

DependentIncome: Tax-Deferred

Value

$50,001 - $100,000

Total Stock Market Index Portfolio (PA529 - DC3)

529 PortfolioExcepted Investment Fund

DependentIncome: Tax-Deferred

Value

$100,001 - $250,000

Uber Technologies, Inc. Common Stock (UBER)

Stocks (including ADRs)

Joint

Value

$15,001 - $50,000

Uber Technologies, Inc. Common Stock (UBER)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

UBS Bank Deposit Account

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

UBS Bank Deposit Account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

UBS Cash

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1,001 - $15,000

UBS Cash

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

UBS Government Money Market

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

UBS Government Money Market Investments Fund

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($2,501 - $5,000)

Value

$100,001 - $250,000

UBS Government Money Market Investments Fund (PCEXX)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

UBS Group AG Registered Ordinary Shares (UBS)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

UBS Insured Sweep Fund

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1,001 - $15,000

UBS Insured Sweep Program

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

UBS Prime Reserves Fund

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Tax-Deferred

Value

$1 - $1,000

UnitedHealth Group Incorporated Common Stock (UNH) - Capital Gains

Stocks (including ADRs)

JointIncome: Capital Gains

Value

Not disclosed

UnitedHealth Group Incorporated Common Stock (UNH) - Dividends

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

Not disclosed

USAA

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1,001 - $15,000

USAA DC #2

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1,001 - $15,000

USAA DC #3

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1,001 - $15,000

USAA DC #4

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Vanguard High Dividend Yield ETF (VYM)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Vanguard High Dividend Yield ETF (VYM)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Visa Inc. (V)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Visa Inc. (V)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Visa Inc. (V)

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Walmart Inc. Common Stock (WMT)

Stocks (including ADRs)

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Walmart Inc. Common Stock (WMT)

Stocks (including ADRs)

JointIncome: Dividends($1 - $200)

Value

$15,001 - $50,000

Walmart Inc. (WMT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Wells Fargo

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Welltower Inc. (WELL)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Amount

$250,001 - $500,000