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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
Submission Method: Electronic

Assets

140 assets

AAPL - Apple Inc

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

AAPL (in Donald R. Tracy 2005 Trust) - Apple Inc

Liabilities

2 liabilities

INB

Personal Loan

Self6% (On demand)

Amount

$1M - $5M

UCB

Personal Loan

Self

Other

SelfIncome: Dividends($0 - $200)

Value

$100K - $250K

ABBV - Abbvie Inc

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

ACN - Accenture Plc

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

ADBE - Adobe Inc. - Common Stock

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

AIRR - First Trust RBA American Industrial Renaissance ET (in Trust)

Other

SelfIncome: Dividends($0 - $200)

Value

$50K - $100K

ALLE - Allegion Plc

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

AMD - Adv Micro Devices

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

AMGN - Amgen Inc

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

AMT - American Tower Corp

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

AMZN - Amazon.com Inc

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

AN - Autonation Inc

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

ANET - Arista Networks Inc

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

ATR - Aptargroup

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

AVGO - Broadcom Inc. - Common Stock

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

AVGO (in Trust) - Broadcom Inc. - Common Stock

Other

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

Value

$100K - $250K

AXA Equitable Athena Universal Life II (Universal Life)

Other

SelfIncome: None($0 - $200)

Value

$100K - $250K

AXP - American Express Company

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

AZN - Astrazeneca ADR

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

BIMBX - Blackrock Systematic Multi-Strategy Fund Institu

Other

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

Value

$100K - $250K

BITB - Bitwise Bitcoin ETF

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

BITB (in Trust) - Bitwise Bitcoin ETF

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

BLK - Blackrock Inc

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

CEG - Constellation Energy Corp

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

CMCSA - Comcast Corp A

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

CRM - Salesforce Inc

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

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

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

CVX - Chevron Corp

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

DFH Stock (Dot Family Holdings, LLC) (Spouse)

Other

SpouseIncome: Dividends($50K - $100K)

Value

$5M - $25M

Dot Family Holdings (Non-Public Stock)

Other

SelfIncome: Other (Distributions)($1M - $1M)

Value

$50M

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

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

DSTX - Distillate International Fundamental Stability & V

Other

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

Value

$50K - $100K

DSTX (in Trust) - Distillate International Fundamental Stability & V

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

EMR - Emerson Electric Company

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

EOG - Eog Resources

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

EPD - Enterprise Products Partners LP

Other

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

Value

$15K - $50K

ETN - Eaton Corp

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

FCOM - Fidelity MSCI Communication Services Index ETF

Other

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

FCOM (in Trust) - Fidelity MSCI Communication Services Index ETF

Other

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

FTEC - Fidelity MSCI Information Technology Index ETF

Other

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

FTEC (in Donald R. Tracy 2005 Trust) - Fidelity MSCI Information Technology Index ETF

Other

SelfIncome: Dividends($0 - $200)

Value

$50K - $100K

FTNT - Fortinet Inc

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

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

Other

SelfIncome: None($0 - $200)

Value

$100K - $250K

FXN - First Trust Energy AlphaDEX Fund (in Trust)

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

GHYIX - Goldman Sachs High Yield Municipal Fd Inst Cl (in Trust)

Other

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

Value

$250K - $500K

GNTX - Gentex Corp

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

GOOGL - Alphabet Inc. - Class A Common Stock

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

GS - Goldman Sachs Group

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

GSIMX - Goldman Sachs Gqg Partners International Opportu

Other

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

Value

$50K - $100K

GSIMX (in Trust) - Goldman Sachs Gqg Partners International Opportu

Other

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

Value

$50K - $100K

GTLS - Chart Industries IN

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

HEFA (in Trust) - iShares Currency Hedged MSCI EAFE ETF

Other

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

Value

$50K - $100K

HEFA - iShares Currency Hedged MSCI EAFE ETF

Other

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

Value

$100K - $250K

Highlands REIT

Other

SelfIncome: Dividends($0 - $200)

Value

$1K - $15K

HON - Honeywell International Inc

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

IAU - ishares Gold Trust

Other

SelfIncome: Dividends($0 - $200)

Value

$100K - $250K

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

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

INB (Savings, Springfield, IL)

Other

SelfIncome: None($0 - $200)

Value

$15K - $50K

INB Stock (Non-Public Stock)

Other

SelfIncome: Dividends($50K - $100K)

Value

$500K - $1M

IWD - iShares Russell 1000 Value ETF (in Trust)

Other

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

Value

$50K - $100K

IWL - iShares Russell Top 200 ETF (in Trust)

Other

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

IWY - iShares Russell Top 200 Growth ETF (in Trust)

Other

SelfIncome: Dividends($201 - $1K)

Value

$100K - $250K

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

Other

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

JFNIX - Janus Henderson Global Life Sciences Fund - I Sh

Other

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

JGRO - Jpmorgan U.S. Growth Active ETF (in Trust)

Other

SelfIncome: Dividends($0 - $200)

Value

$50K - $100K

John Hancock VUL (Universal Life Insurance)

Other

SelfIncome: None($0 - $200)

Value

$50K - $100K

JPM - JP Morgan Chase & Company

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

KLAC - KLA Corporation - Common Stock

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

LAD - Lithia Motors

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

LSIIX - Loomis Sayles Funds - Investment Grade Bond Fund

Other

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

Value

$250K - $500K

MDT - Medtronic Inc

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

META - Meta Platforms Inc

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

MP - Mp Materials Corp

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

MRK - Merck & Company

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

MSFT (in Trust) - Microsoft Corp

Other

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

MSFT - Microsoft Corp

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

NEM - Newmont Corporation

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

NFLX - Netflix Inc

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

NFTY - FT India Nifty 50 EW ETF

Other

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

NFTY (in Trust) - FT India Nifty 50 EW ETF

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

NI - NiSource Inc

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

NML Whole Life 1 (Northwestern Mutual)

Other

SelfIncome: None($0 - $200)

Value

$15K - $50K

NML Whole Life 2 (Northwestern Mutual)

Other

SelfIncome: None($0 - $200)

Value

$15K - $50K

NML Whole Life 3 (Northwestern Mutual)

Other

SelfIncome: None($0 - $200)

Value

$15K - $50K

NVDA - Nvidia Corp

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

NXPI - Nxp Semiconductors

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

NXPI - Nxp Semiconductors (Wanda Tracy IRA)

Other

SpouseIncome: Dividends($0 - $200)

Value

$1K - $15K

OMC - Omnicom Group Inc

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

ORCL - Oracle Corp

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Origin Opportunity Zone Fund, LLC (LLC)

Other

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

Value

$100K - $250K

PANW - Palo Alto Networks Inc

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

PAXS - Pimco Access Income Fund

Other

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

Value

$100K - $250K

Peak Labs (Non-Public Stock)

Other

SelfIncome: None($0 - $200)

Value

$50K - $100K

PEP - Pepsico Inc

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

PFLEX - Pimco Flexible Credit Income Fund Institutional

Other

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

Value

$100K - $250K

PLD - Prologis Inc

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

PLD - Prologis Inc (Wanda Tracy IRA)

Other

SpouseIncome: Dividends($0 - $200)

Value

$1K - $15K

PLTR - Palantir Technologies Inc Cl A

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

PNC - PNC Bank (Wanda Tracy IRA)

Other

SpouseIncome: Dividends($0 - $200)

Value

$1K - $15K

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

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

PSH - PGIM ETF Trust PGIM Short Duration High Yield ETF

Other

SelfIncome: Dividends($15K - $50K)

Value

$250K - $500K

PSTG - Pure Storage, Inc. Class A Common Stock

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

PUCZX - PGIM Strategic Bond Fund Class Z

Other

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

Value

$250K - $500K

QCOM - Qualcomm Inc

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

QCOM - Qualcomm Inc (Wanda Tracy IRA)

Other

SpouseIncome: Dividends($0 - $200)

Value

$1K - $15K

RDVY - First Trust Rising Dividend Achievers ETF

Other

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

RDVY (in Trust) - First Trust Rising Dividend Achievers ETF

Other

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

Value

$100K - $250K

Roche Holding AG ADR

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

SCFZX - PGIM Securitized Credit Fund - Class Z

Other

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

Value

$100K - $250K

Schwab bank sweep (in Trust)

Other

SelfIncome: None($0 - $200)

Value

$15K - $50K

Schwab bank sweep (Investment house internal cash account)

Other

SelfIncome: None($0 - $200)

Value

$15K - $50K

SCHW - The Charles Schwab Corp

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

SDVY - First Trust SMID Cap Rising Dividend Achievers ETF

Other

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

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

Other

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

Value

$100K - $250K

Serra Ventures LLC (LLC)

Other

SelfIncome: Capital Gains($0 - $200)

Value

$100K - $250K

Sistain (Non-Public Stock)

Other

SelfIncome: None($0 - $200)

Value

$1K - $15K

SLV - iShares Silver Trust

Other

SelfIncome: Dividends($0 - $200)

Value

$100K - $250K

SMCO - Hilton Small-MidCap Opportunity ETF

Other

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

SMCO (in Trust) - Hilton Small-MidCap Opportunity ETF

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

SMIN (in Trust) - Ishares MSCI India Small Cap ETF

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

SMIN - Ishares MSCI India Small Cap ETF

Other

SelfIncome: Dividends($0 - $200)

Value

$50K - $100K

Sower Farmland Fund

Other

SelfIncome: Dividends($0 - $200)

Value

$250K - $500K

Surus (LLC)

Other

SelfIncome: None($0 - $200)

Value

$15K - $50K

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

Other

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

Value

$50K - $100K

TDY - Teledyne Technologies Inc

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

TGT - Target Corp

Other

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

Value

$15K - $50K

TGT - Target Corp (Wanda Tracy IRA)

Other

SpouseIncome: Dividends($0 - $200)

Value

$1K - $15K

TMUS - T-Mobile US

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Tracy Family / Chesterfield LLC (LLC)

Other

SelfIncome: None($0 - $200)

Value

$250K - $500K

TSLA (in Trust) - Tesla Inc.

Other

SelfIncome: Dividends($0 - $200)

Value

$100K - $250K

TSLA - Tesla Inc.

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

TSM - Taiwan Semiconductor Manufacturing Company Ltd.

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

TV Ammo Inc. (Non-Public Stock)

Other

SelfIncome: None($0 - $200)

Value

$100K - $250K

UNH - Unitedhealth Group Inc (in Trust)

Other

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

Value

$50K - $100K

V (in Trust) - Visa Inc

Other

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

V - Visa Inc

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

WMT (in Trust)

Other

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

WMT - Walmart Inc

Other

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

WMT - Walmart Inc (Wanda Tracy IRA)

Other

SpouseIncome: Dividends($0 - $200)

Value

$1K - $15K

XLE - SPDR Select Sector Fund - Energy Select Sector (in Trust)

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

6% (On demand)

Amount

$5M - $25M