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Michael Brian Kirwan - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Michael Brian Kirwan

FL-04

Filed December 27, 2025

View Original Document

Transactions

0

Assets

52

Liabilities

0

Details

Report Title: Candidate Report
Signed By: Michael Brian Kirwan
Signed Date: December 26, 2025

Assets

52 assets

Allianz Annuity

Other

Joint

Value

$250K - $500K

Americold Realty Trust, Inc. Common Stock (COLD)

Stocks (including ADRs)

Self

Income: Dividends($201 - $1K)

Value

$1K - $15K

Annaly Capital Management Inc. Common Stock (NLY)

Stocks (including ADRs)

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

Value

$1K - $15K

Annaly Capital Management (Preferred Stock)

Corporate Securities (Bonds and Notes)

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

Value

$1K - $15K

AT&T (5.35% Bond)

Corporate Securities (Bonds and Notes)

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

Value

$15K - $50K

AT&T Inc. (T)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Baird Aggregate Bond Fund Institutional Class (BAGIX) - Schwab 401K

Mutual Funds

Self

Value

$250K - $250K

Campbell Soup Company Common Stock (CPB)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Dominion Energy, Inc. Common Stock (D)

Stocks (including ADRs)

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

Value

$15K - $50K

Fidelity Advisor Semiconductors Fund - Class A (FELAX)

Mutual Funds

Self

Value

$50K - $100K

Fidelity Conservative Income Bond Fund Instl Cl (FCNVX)

Mutual Funds

Self

Value

$15K - $50K

Fidelity Contra Fund (FCNTX) - Rollover IRA

Mutual Funds

Spouse

Value

$100K - $250K

Fidelity Contra Fund (FCNTX) - Schwab 401K

Mutual Funds

Self

Value

$15K - $50K

Fidelity Freedom 2030 Fund (FFFEX)

Mutual Funds

Self

Value

$50K - $100K

Fidelity Large Cap Stock Fund (FLCSX)

Mutual Funds

Self

Value

$1K - $15K

Fidelity Low-Priced Stock Fund (FLPSX)

Mutual Funds

Self

Value

$15K - $50K

Fidelity Puritan Fund (FPURX)

Mutual Funds

Self

Value

$15K - $50K

Harbor Capital Appreciation CIT - Schwab 401K

Other

Self

Value

$250K - $500K

InfraCap REIT Preferred ETF (PFFR)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Invesco NASDAQ 100 ETF (QQQM)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

KKR Real Estate Finance Trust (Preferred Stock)

Corporate Securities (Bonds and Notes)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Law Firm Capital Account (Foley & Lardner LLP)

Ownership Interest (Engaged in a Trade or Business)

Self

Value

$250K - $500K

Lincoln National (Preferred Stock)

Corporate Securities (Bonds and Notes)

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

Value

$50K - $100K

Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Money Market (Fidelity Brokerage Account)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($201 - $1K)

Value

$50K - $100K

Money Market (Fidelity IRA)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($201 - $1K)

Value

$15K - $50K

Money Market (Health Equity)

Bank Accounts, Money Market Accounts and CDs

Joint

Value

$1K - $15K

Northwestern Mutual (Whole/Universal Insurance)

Whole/Universal Insurance

Self

Value

$100K - $250K

Oakmark International Fund Investor Class (OAKIX)

Mutual Funds

Self

Value

$1K - $15K

Prudential Annuity

Other

Self

Value

$50K - $100K

Realty Income Corporation Common Stock (O)

Stocks (including ADRs)

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

Value

$15K - $50K

Regency Centers (Preferred Stock "O")

Corporate Securities (Bonds and Notes)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Regency Centers (Preferred Stock "P")

Corporate Securities (Bonds and Notes)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Schwab Cash Balance Plan

Corporate Securities (Bonds and Notes)

Self

Value

$500K - $1M

Schwab US Dividend Equity ETF (SCHD)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

SPDR DJ Euro STOXX 50 ETF (FEZ) - Brokerage

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

SPDR DJ Euro STOXX 50 ETF (FEZ) - IRA

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

State Street SPDR S&P Aerospace & Defense ETF (XAR)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

Synchrony Financial (Preferred Stock)

Corporate Securities (Bonds and Notes)

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

Value

$50K - $100K

Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Texas Instruments Incorporated - Common Stock (TXN)

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

US Treasuries

Government Securities and Agency Debt

Self

Value

$100K - $250K

Vanguard Index Trust - Growth Index Fund Institutional Shares (VIGIX)

Mutual Funds

Joint

Value

$15K - $50K

Vanguard Target Ret 2030 Trust II - Schwab 401K

Other

Self

Value

$1M - $5M

Vanguard Target Retirement 2030 Fund (VTHRX)

Mutual Funds

Joint

Value

$50K - $100K

Vanguard Target Retirement 2040 Fund (VFORX)

Mutual Funds

Joint

Value

$15K - $50K

Vanguard Value Index Fund Admiral Shares (VVIAX)

Mutual Funds

Joint

Value

$1K - $15K

Vanguard Value Index Fund Institutional Shares (VIVIX) - Schwab 401K

Mutual Funds

Self

Value

$15K - $50K

Wasatch International Growth Fund (WAIGX)

Mutual Funds

Self

Value

$1K - $15K

Whitestone REIT Common Shares (WSR)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

WisdomTree India Earnings Fund (EPI)

Exchange Traded Funds (ETF)

Self

Value

$1K - $15K

WisdomTree Japan Hedged Equity Fund (DXJ)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K