Congress.wiki Alpha

Color Theme:

About How Congress Works Quiz Congress Wrapped Support Us Roadmap Health Privacy Policy Terms of Service

WhiteHouse.wiki SCOTUS.wiki

This is not an official government website.

Copyright © 2026 PLEJ LC. All rights reserved.

Michael Whatley - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Michael Whatley

NC

Filed November 26, 2025

View Original Document

Transactions

0

Assets

28

Liabilities

0

Details

Report Title: Candidate Report
Submission Method: Electronic

Assets

28 assets

ABEV - Ambev S.A. ADR

Stocks (including ADRs)

SelfIncome: None($0 - $200)

Value

$1K - $15K

AEM - Agnico Eagle Mines Ltd

Stocks (including ADRs)

SelfIncome: None($0 - $200)

Value

$1K - $15K

AEM - Agnico-Eagle Mines Ltd (Joint account)

Stocks (including ADRs)

JointIncome: None($0 - $200)

Value

$1K - $15K

APA - Apa Corp

Stocks (including ADRs)

SelfIncome: None($0 - $200)

Value

$1K - $15K

BAYRY - Bayer AG

Stocks (including ADRs)

SelfIncome: None($0 - $200)

Value

$1K - $15K

BRKB - Berkshire Hathaway

Stocks (including ADRs)

SelfIncome: None($0 - $200)

Value

$1K - $15K

Charles Schwab Bank Sweep

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None($0 - $200)

Value

$1K - $15K

Chevron Corp (Spouse)

Stocks (including ADRs)

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

Value

$100K - $250K

CVX - Chevron Corp (Joint)

Stocks (including ADRs)

JointIncome: Dividends($201 - $1K)

Value

$1K - $15K

Dominion Energy Inc (Spouse)

Stocks (including ADRs)

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

Value

$15K - $50K

Duke Energy Corp (Spouse)

Stocks (including ADRs)

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

Value

$15K - $50K

Edward Jones Brokerage Account (Spouse) - T (AT&T Inc)

Stocks (including ADRs)

SpouseIncome: Dividends($201 - $1K)

Value

$1K - $15K

Edward Jones IRA - Michael Jr. - CCL

Stocks (including ADRs)

Dependent ChildIncome: None($0 - $200)

Value

$1K - $15K

Edward Jones IRA - Michael Jr. - DUK

Stocks (including ADRs)

Dependent ChildIncome: None($0 - $200)

Value

$15K - $50K

Fidelity Brokerage Account - GOOG (Alphabet) (Self)

Stocks (including ADRs)

SelfIncome: None($0 - $200)

Value

$1K - $15K

Fidelity Brokerage Account - NVDA (Self)

Stocks (including ADRs)

SelfIncome: None($0 - $200)

Value

$1K - $15K

GOOGL - Alphabet Inc. (Spouse)

Stocks (including ADRs)

SpouseIncome: Dividends($201 - $1K)

Value

$100K - $250K

PFE - Pfizer Inc (Joint)

Stocks (including ADRs)

JointIncome: Dividends($201 - $1K)

Value

$1K - $15K

PWCDF - Power Corp CDA (Joint)

Stocks (including ADRs)

JointIncome: None($0 - $200)

Value

$15K - $50K

Raymond James Brokerage Account - BRK.B (Child)

Stocks (including ADRs)

Dependent ChildIncome: None($0 - $200)

Value

$1K - $15K

US Treasury 02/05/26

Government Securities and Agency Debt

SelfIncome: None($0 - $200)

Value

$15K - $50K

US Treasury 02/05/26 (Charles Schwab IRA underlying)

Government Securities and Agency Debt

SelfIncome: None($0 - $200)

Value

$15K - $50K

US Treasury 02/05/26 (Charles Schwab Joint Brokerage underlying)

Government Securities and Agency Debt

JointIncome: None($0 - $200)

Value

$1K - $15K

VTTHX - Vanguard Target Retirement 2035 Fund

Mutual Funds

SelfIncome: None($0 - $200)

Value

$100K - $250K

VZ - Verizon Communications Inc (Joint)

Stocks (including ADRs)

JointIncome: Dividends($201 - $1K)

Value

$15K - $50K

Wells Fargo (Checking)

Bank Accounts, Money Market Accounts and CDs

JointIncome: None($0 - $200)

Value

$50K - $100K

Wells Fargo (Savings)

Bank Accounts, Money Market Accounts and CDs

JointIncome: None($0 - $200)

Value

$500K - $1M

XOM - Exxon Mobil Corp (Spouse)

Stocks (including ADRs)

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

Value

$50K - $100K