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Don Tracy - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Don Tracy

IL

Filed December 23, 2025

View Original Document

Transactions

0

Assets

140

Liabilities

2

Details

Report Title: Annual Report for 2025

Assets

140 assets

AAPL - Apple Inc

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

AAPL - Apple Inc (Trust)

Liabilities

2 liabilities

INB

Personal Loan

Self6% (On demand)

Amount

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

UCB

Personal Loan

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$100,001 - $250,000

ABBV - AbbVie Inc

Stocks (including ADRs)

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

Value

$15,001 - $50,000

ACN - Accenture Plc

Stocks (including ADRs)

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

Value

$15,001 - $50,000

ADBE - Adobe Inc. - Common Stock

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

AIRR - First Trust RBA American Industrial Renaissance ETF (Trust)

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$50,001 - $100,000

ALLE - Allegion Plc

Stocks (including ADRs)

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

Value

$15,001 - $50,000

AMD - Adv Micro Devices

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

AMGN - Amgen Inc

Stocks (including ADRs)

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

Value

$15,001 - $50,000

AMT - American Tower Corp

Stocks (including ADRs)

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

Value

$15,001 - $50,000

AMZN - Amazon.com Inc

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

AN - Autonation Inc

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

ANET - Arista Networks Inc

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

ATR - AptarGroup

Stocks (including ADRs)

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

Value

$15,001 - $50,000

AVGO - Broadcom Inc. - Common Stock

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

AVGO - Broadcom Inc. - Common Stock (Trust)

Stocks (including ADRs)

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

Value

$100,001 - $250,000

AXA Equitable Athena Universal Life II

Whole/Universal Insurance

SelfIncome: None($0 - $0)

Value

$100,001 - $250,000

AXP - American Express Company

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

AZN - AstraZeneca ADR

Stocks (including ADRs)

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

Value

$15,001 - $50,000

BIMBX - BlackRock Systematic Multi-Strategy Fund Institutional

Mutual FundsExcepted Investment Fund

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

Value

$100,001 - $250,000

BITB - Bitwise Bitcoin ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

BITB - Bitwise Bitcoin ETF (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

BLK - Blackrock Inc

Stocks (including ADRs)

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

Value

$15,001 - $50,000

CEG - Constellation Energy Corp

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

CMCSA - Comcast Corp A

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

CRM - Salesforce Inc

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

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

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

CVX - Chevron Corp

Stocks (including ADRs)

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

Value

$15,001 - $50,000

DFH Stock - Dot Family Holdings, LLC (Spouse) (Non-Public Stock)

Stock (Not Publicly Traded)

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

Value

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

Dot Family Holdings (Non-Public Stock)

Stock (Not Publicly Traded)

SelfIncome: Other (Distributions)($1,000,001 - $1,000,001)

Value

$50,000,001

DSTL - Distillate U.S. Fundamental Stability & Value ETF (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

DSTX - Distillate International Fundamental Stability & Value

Mutual FundsExcepted Investment Fund

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

Value

$50,001 - $100,000

DSTX - Distillate International Fundamental Stability & Value (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

EMR - Emerson Electric Company

Stocks (including ADRs)

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

Value

$15,001 - $50,000

EOG - Eog Resources

Stocks (including ADRs)

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

Value

$15,001 - $50,000

EPD - Enterprise Products Partners LP

Stocks (including ADRs)

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

Value

$15,001 - $50,000

ETN - Eaton Corp

Stocks (including ADRs)

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

Value

$15,001 - $50,000

FCOM - Fidelity MSCI Communication Services Index ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

FCOM - Fidelity MSCI Communication Services Index ETF (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

FTEC - Fidelity MSCI Information Technology Index ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

FTEC - Fidelity MSCI Information Technology Index ETF (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$50,001 - $100,000

FTNT - Fortinet Inc

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

FT Private Investment Platform I LLC Class FTPI P Pe075 (Non-Public Stock)

Stock (Not Publicly Traded)

SelfIncome: None($0 - $0)

Value

$100,001 - $250,000

FXN - First Trust Energy AlphaDEX Fund (Trust)

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

GHYIX - Goldman Sachs High Yield Municipal Fund Institutional Class (Trust)

Mutual FundsExcepted Investment Fund

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

Value

$250,001 - $500,000

GNTX - Gentex Corp

Stocks (including ADRs)

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

Value

$15,001 - $50,000

GOOGL - Alphabet Inc. - Class A Common Stock

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

GS - Goldman Sachs Group

Stocks (including ADRs)

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

Value

$15,001 - $50,000

GSIMX - Goldman Sachs GQG Partners International Opportunities Fund

Mutual FundsExcepted Investment Fund

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

Value

$50,001 - $100,000

GSIMX - Goldman Sachs GQG Partners International Opportunities Fund (Trust)

Mutual FundsExcepted Investment Fund

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

Value

$50,001 - $100,000

GTLS - Chart Industries IN

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

HEFA - iShares Currency Hedged MSCI EAFE ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$100,001 - $250,000

HEFA - iShares Currency Hedged MSCI EAFE ETF (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

Highlands REIT Inc.

REIT (non-EIF)

SelfIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

HON - Honeywell International Inc

Stocks (including ADRs)

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

Value

$15,001 - $50,000

IAU - iShares Gold Trust

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$100,001 - $250,000

IJH - iShares Core S&P Mid-Cap ETF (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

INB - Savings Account (Springfield, IL)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None($0 - $0)

Value

$15,001 - $50,000

INB Stock (Non-Public Stock)

Stock (Not Publicly Traded)

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

Value

$500,001 - $1,000,000

IWD - iShares Russell 1000 Value ETF (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

IWL - iShares Russell Top 200 ETF (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

IWY - iShares Russell Top 200 Growth ETF (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$100,001 - $250,000

JFNIX - Janus Henderson Global Life Sciences Fund - I Shares

Mutual FundsExcepted Investment Fund

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

Value

$50,001 - $100,000

JFNIX - Janus Henderson Global Life Sciences Fund - I Shares (Trust)

Mutual FundsExcepted Investment Fund

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

Value

$50,001 - $100,000

JGRO - JPMorgan U.S. Growth Active ETF (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$50,001 - $100,000

John Hancock VUL

Whole/Universal Insurance

SelfIncome: None($0 - $0)

Value

$50,001 - $100,000

JPM - JP Morgan Chase & Company

Stocks (including ADRs)

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

Value

$15,001 - $50,000

KLAC - KLA Corporation - Common Stock

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

LAD - Lithia Motors

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

LSIIX - Loomis Sayles Investment Grade Bond Fund

Mutual FundsExcepted Investment Fund

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

Value

$250,001 - $500,000

MDT - Medtronic Inc

Stocks (including ADRs)

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

Value

$15,001 - $50,000

META - Meta Platforms Inc

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

MP - Mp Materials Corp

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

MRK - Merck & Company

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

MSFT - Microsoft Corp

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

MSFT - Microsoft Corp (Trust)

Stocks (including ADRs)

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

Value

$50,001 - $100,000

NEM - Newmont Corporation

Stocks (including ADRs)

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

Value

$15,001 - $50,000

NFLX - Netflix Inc

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

NFTY - FT India Nifty 50 EW ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

NFTY - FT India Nifty 50 EW ETF (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

NI - NiSource Inc

Stocks (including ADRs)

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

Value

$15,001 - $50,000

NML Whole Life 1

Whole/Universal Insurance

SelfIncome: None($0 - $0)

Value

$15,001 - $50,000

NML Whole Life 2

Whole/Universal Insurance

SelfIncome: None($0 - $0)

Value

$15,001 - $50,000

NML Whole Life 3

Whole/Universal Insurance

SelfIncome: None($0 - $0)

Value

$15,001 - $50,000

NVDA - Nvidia Corp

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

NXPI - Nxp Semiconductors

Stocks (including ADRs)

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

Value

$15,001 - $50,000

NXPI - NXP Semiconductors (Spouse IRA)

Stocks (including ADRs)

SpouseIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

OMC - Omnicom Group Inc

Stocks (including ADRs)

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

Value

$15,001 - $50,000

ORCL - Oracle Corp

Stocks (including ADRs)

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

Value

$15,001 - $50,000

Origin Opportunity Zone Fund, LLC

Ownership Interest (Holding Investments)

SelfIncome: Other (Distributions)($0 - $0)

Value

$100,001 - $250,000

PANW - Palo Alto Networks Inc

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

PAXS - Pimco Access Income Fund

Mutual FundsExcepted Investment Fund

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

Value

$100,001 - $250,000

Peak Labs (Non-Public Stock)

Stock (Not Publicly Traded)

SelfIncome: None($0 - $0)

Value

$50,001 - $100,000

PEP - Pepsico Inc

Stocks (including ADRs)

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

Value

$15,001 - $50,000

PFLEX - PIMCO Flexible Credit Income Fund Institutional

Mutual FundsExcepted Investment Fund

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

Value

$100,001 - $250,000

PLD - Prologis Inc

Stocks (including ADRs)

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

Value

$15,001 - $50,000

PLD - Prologis Inc (Spouse IRA)

Stocks (including ADRs)

SpouseIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

PLTR - Palantir Technologies Inc Cl A

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

PNC - PNC Bank (Spouse IRA)

Stocks (including ADRs)

SpouseIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

PNC - PNC Financial Services Group, Inc. (The) Common St

Stocks (including ADRs)

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

Value

$15,001 - $50,000

PSH - PGIM Short Duration High Yield ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$250,001 - $500,000

PSTG - Pure Storage, Inc. Class A Common Stock

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

PUCZX - PGIM Strategic Bond Fund Class Z

Mutual FundsExcepted Investment Fund

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

Value

$250,001 - $500,000

QCOM - Qualcomm Inc

Stocks (including ADRs)

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

Value

$15,001 - $50,000

QCOM - Qualcomm Inc (Spouse IRA)

Stocks (including ADRs)

SpouseIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

RDVY - First Trust Rising Dividend Achievers ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

RDVY - First Trust Rising Dividend Achievers ETF (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$100,001 - $250,000

Roche Holding AG ADR

Stocks (including ADRs)

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

Value

$15,001 - $50,000

SCFZX - PGIM Securitized Credit Fund - Class Z

Mutual FundsExcepted Investment Fund

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

Value

$100,001 - $250,000

Schwab bank sweep (Investment house internal cash account)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None($0 - $0)

Value

$15,001 - $50,000

Schwab bank sweep (Investment house internal cash account) (Trust)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None($0 - $0)

Value

$15,001 - $50,000

SCHW - The Charles Schwab Corp

Stocks (including ADRs)

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

Value

$15,001 - $50,000

SDVY - First Trust SMID Cap Rising Dividend Achievers ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

SDVY - First Trust SMID Cap Rising Dividend Achievers ETF (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$100,001 - $250,000

Serra Ventures LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Capital Gains($0 - $200)

Value

$100,001 - $250,000

Sistain (Non-Public Stock)

Stock (Not Publicly Traded)

SelfIncome: None($0 - $0)

Value

$1,001 - $15,000

SLV - iShares Silver Trust

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$100,001 - $250,000

SMCO - Hilton Small-MidCap Opportunity ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

SMCO - Hilton Small-MidCap Opportunity ETF (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

SMIN - iShares MSCI India Small Cap ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$50,001 - $100,000

SMIN - iShares MSCI India Small Cap ETF (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

Sower Farmland Fund

Mutual Funds

SelfIncome: Dividends($0 - $200)

Value

$250,001 - $500,000

Surus DH LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: None($0 - $0)

Value

$15,001 - $50,000

TDIV - First Trust NASDAQ Technology Dividend Index Fund (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$50,001 - $100,000

TDY - Teledyne Technologies Inc

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

TGT - Target Corp

Stocks (including ADRs)

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

Value

$15,001 - $50,000

TGT - Target Corp (Spouse IRA)

Stocks (including ADRs)

SpouseIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

TMUS - T-Mobile US

Stocks (including ADRs)

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

Value

$15,001 - $50,000

Tracy Family / Chesterfield LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: None($0 - $0)

Value

$250,001 - $500,000

TSLA - Tesla Inc.

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

TSLA - Tesla Inc. (Trust)

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$100,001 - $250,000

TSM - Taiwan Semiconductor Manufacturing Company Ltd.

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

TV Ammo Inc. (Non-Public Stock)

Stock (Not Publicly Traded)

SelfIncome: None($0 - $0)

Value

$100,001 - $250,000

UNH - UnitedHealth Group Inc (Trust)

Stocks (including ADRs)

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

Value

$50,001 - $100,000

V - Visa Inc

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

V - Visa Inc (Trust)

Stocks (including ADRs)

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

Value

$50,001 - $100,000

WMT (Trust)

Stocks (including ADRs)

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

Value

$50,001 - $100,000

WMT - Walmart Inc

Stocks (including ADRs)

SelfIncome: Dividends($0 - $200)

Value

$15,001 - $50,000

WMT - Walmart Inc (Spouse IRA)

Stocks (including ADRs)

SpouseIncome: Dividends($0 - $200)

Value

$1,001 - $15,000

XLE - SPDR Energy Select Sector ETF (Trust)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

Self

6% (On demand)

Amount

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