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Jordan Wood - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Jordan Wood

ME

Filed August 21, 2025

View Original Document

Transactions

0

Assets

71

Liabilities

2

Details

Report Title: Candidate Report
Submission Method: Electronic

Assets

71 assets

AAPL - Apple Inc

Stocks (including ADRs)

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

Value

$100,001 - $250,000

AMZN - Amazon.com Inc

Liabilities

2 liabilities

Bangor Savings Bank

Mortgage

Spouse5.5% (20 years)

Amount

$500,001 - $1,000,000

Charles Schwab Bank

Line of Credit

Stocks (including ADRs)

SpouseIncome: None, Dividends($0 - $200)

Value

$100,001 - $250,000

ANET - Arista Networks Inc

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$250,001 - $500,000

APG - Api Group Corp

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$100,001 - $250,000

APPF - Appfolio Cl A

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$50,001 - $100,000

BAM - Brookfield Asset Management Ltd

Stocks (including ADRs)

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

Value

$100,001 - $250,000

Bangor Savings Bank (Checking)

Bank Accounts, Money Market Accounts and CDs

JointIncome: None($0 - $200)

Value

$15,001 - $50,000

Bank of America (Checking, Savings)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: None($0 - $200)

Value

$1,001 - $15,000

BlueID LLC (holding/data licensing)

Ownership Interest (Holding Investments)

SpouseIncome: None($0 - $200)

Value

$1,000,001

BN - Brookfield Corp

Stocks (including ADRs)

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

Value

$100,001 - $250,000

BRK.B - Berkshire Hathaway Inc. New Common Stock

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$100,001 - $250,000

BX - Blackstone Inc

Stocks (including ADRs)

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

Value

$0 - $1,000

Charles Schwab Bank (El Paso) - Brokerage Sweep Account

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: None($0 - $200)

Value

$1,001 - $15,000

Charles Schwab (Brokerage sweep/checking/money market)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Dividends, Interest($1,001 - $2,500)

Value

$100,001 - $250,000

CPNG - Coupang Inc Cl A

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$50,001 - $100,000

CPRT - Copart Inc

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$100,001 - $250,000

CSGP - Costar Group Inc

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$100,001 - $250,000

CSU - Constellation Software Inc

Stocks (including ADRs)

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

Value

$250,001 - $500,000

DFH - Dream Finders Homes Inc Cl A

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$50,001 - $100,000

ETSY - Etsy Inc

Stocks (including ADRs)

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

Value

$0 - $1,000

EVVTY - Evolution ADR

Stocks (including ADRs)

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

Value

$50,001 - $100,000

EZM - Wisdomtree U.S. Midcap Fund

Exchange Traded Funds (ETF)

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

Value

$100,001 - $250,000

FDKPX - Fidelity Advisor Freedom 2060 Fund Class A

Mutual Funds

SelfIncome: None($0 - $200)

Value

$50,001 - $100,000

FNDC - Schwab Fundamental International Small Equity ETF

Exchange Traded Funds (ETF)

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

Value

$100,001 - $250,000

FNDE - Schwab Fundamental Emerging Markets Equity ETF

Exchange Traded Funds (ETF)

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

Value

$100,001 - $250,000

FND - Floor & Decor Holdings Inc

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$100,001 - $250,000

FNDF - Schwab Fundamental International Equity ETF

Exchange Traded Funds (ETF)

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

Value

$100,001 - $250,000

Goldman Sachs Bank USA (Savings)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($201 - $1,000)

Value

$0 - $1,000

GOOGL - Alphabet Cl A

Stocks (including ADRs)

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

Value

$100,001 - $250,000

IJH - iShares Core S&P Mid-Cap ETF (Acorns Securities LLC)

Exchange Traded Funds (ETF)

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

Value

$0 - $1,000

IJR - iShares Core S&P Small-Cap ETF (Acorns)

Exchange Traded Funds (ETF)

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

Value

$0 - $1,000

IJR - iShares Core S&P Small-Cap ETF (Schwab/other)

Exchange Traded Funds (ETF)

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

Value

$100,001 - $250,000

IXUS - iShares Core MSCI Total International Stock ETF (Acorns)

Exchange Traded Funds (ETF)

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

Value

$0 - $1,000

John Deere Capital bond (3.4% maturing 09/11/2025)

Corporate Securities (Bonds and Notes)

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

Value

$15,001 - $50,000

KKR - KKR & Company LP

Stocks (including ADRs)

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

Value

$0 - $1,000

Lincoln Savings Bank (Checking)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None($0 - $200)

Value

$1,001 - $15,000

LMN - Lumine Group Inc.

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$15,001 - $50,000

META - Meta Platforms Inc

Stocks (including ADRs)

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

Value

$100,001 - $250,000

MKL - Markel Group Inc. Common Stock

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$50,001 - $100,000

Mothership Strategies LLC (holding/company)

Ownership Interest (Holding Investments)

SpouseIncome: None($0 - $200)

Value

$1,000,001

MSCI - MSCI Inc

Stocks (including ADRs)

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

Value

$15,001 - $50,000

MSFT - Microsoft Corp

Stocks (including ADRs)

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

Value

$100,001 - $250,000

NVR - NVR Inc

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$50,001 - $100,000

ODFL - Old Dominion Freight Line Inc

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$15,001 - $50,000

PRM - Perimeter Solutions Inc

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$100,001 - $250,000

QQQ - Invesco QQQ Trust

Exchange Traded Funds (ETF)

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

Value

$250,001 - $500,000

Residential real property (Waldoboro, ME)

Real Property

JointIncome: Rent/Royalties($50,001 - $100,000)

Value

$500,001 - $1,000,000

RH - RH Common Stock

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$50,001 - $100,000

Robinhood - AAPL (Apple Inc)

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$1,001 - $15,000

RSP - Invesco S&P 500 Equal Weight ETF

Exchange Traded Funds (ETF)

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

Value

$250,001 - $500,000

SCHB (19.40) - Schwab U.S. Broad Market ETF

Exchange Traded Funds (ETF)

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

Value

$50,001 - $100,000

SCHB - Schwab U.S. Broad Market ETF (Merrill Lynch acct)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends, Capital Gains($2,501 - $5,000)

Value

$250,001 - $500,000

Sherwin-Williams bond (3.95% maturing 01/15/2026)

Corporate Securities (Bonds and Notes)

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

Value

$50,001 - $100,000

SHOP - Shopify Inc

Stocks (including ADRs)

SelfIncome: Capital Gains($1,001 - $2,500)

Value

$0 - $1,000

SHW - Sherwin-Williams Company

Stocks (including ADRs)

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

Value

$15,001 - $50,000

The Home Depot, Inc. bond (3% maturing 04/01/2026)

Corporate Securities (Bonds and Notes)

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

Value

$50,001 - $100,000

TOITF - Topicus.com Inc. (ADR)

Stocks (including ADRs)

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

Value

$250,001 - $500,000

U.S. Treasury bills

Government Securities and Agency Debt

SpouseIncome: Interest, Capital Gains($15,001 - $50,000)

Value

$1,000,001

U.S. Treasury Notes

Government Securities and Agency Debt

SpouseIncome: Interest($5,001 - $15,000)

Value

$250,001 - $500,000

UTAOX - Target Enrollment 2042/2043 (My529)

Mutual Funds

SpouseIncome: None($0 - $200)

Value

$15,001 - $50,000

VEU - Vanguard FTSE All World Ex US ETF

Exchange Traded Funds (ETF)

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

Value

$500,001 - $1,000,000

VFFVX - Vanguard Target Retirement 2055 Fund

Mutual Funds

SelfIncome: None($0 - $200)

Value

$15,001 - $50,000

VOOG - S&P 500 Growth ETF Vanguard

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains($2,501 - $5,000)

Value

$0 - $1,000

VOO - Vanguard S&P 500 ETF (Acorns)

Exchange Traded Funds (ETF)

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

Value

$0 - $1,000

VOO - Vanguard S&P 500 ETF (held independently by spouse or dependent child)

Exchange Traded Funds (ETF)

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

Value

$1,000,001

VTIAX (19.44) - Vanguard Total International Stock Index Fd Admi

Mutual Funds

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

Value

$250,001 - $500,000

VTIAX - Vanguard Total International Stock Index Fund Admiral

Mutual Funds

SpouseIncome: None($0 - $200)

Value

$15,001 - $50,000

VTSAX (19.45) - Vanguard Total Stock Market Index Fd Admiral Shs

Mutual Funds

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

Value

$500,001 - $1,000,000

VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares

Mutual Funds

SpouseIncome: None($0 - $200)

Value

$15,001 - $50,000

WD - Walker & Dunlop

Stocks (including ADRs)

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

Value

$50,001 - $100,000

Wealthfront (Brokerage Sweep Account)

Bank Accounts, Money Market Accounts and CDs

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

Value

$500,001 - $1,000,000

Spouse

6.16-6.25% (revolving)

Amount

$500,001 - $1,000,000