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Roy A Cooper III - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Roy A Cooper III

NC

Filed November 25, 2025

View Original Document

Transactions

0

Assets

65

Liabilities

0

Details

Report Title: Candidate Report
Submission Method: Electronic

Assets

65 assets

Charles Schwab Bank - Brokerage Sweep Account (IRA Rollover)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None(Not disclosed)

Value

$15,001 - $50,000

CIT Bank (Savings)

Bank Accounts, Money Market Accounts and CDs

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

Value

$15,001 - $50,000

Citibank, N.A. (Savings)

Bank Accounts, Money Market Accounts and CDs

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

Value

$1,001 - $15,000

Commercial Property (Raleigh, NC)

Real Property

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

Value

$250,001 - $500,000

Commercial Property (Rocky Mount, NC)

Real Property

SelfIncome: Rent/Royalties($15,001 - $50,000)

Value

$100,001 - $250,000

DODFX - Dodge & Cox International Stock Fund (Inherited IRA)

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$50,001 - $100,000

Farm and Woodland (Nash County, NC)

Real Property

SelfIncome: Rent/Royalties($2,501 - $5,000)

Value

$100,001 - $250,000

Farm & Timberland (Nash County, NC)

Real Property

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

Value

$250,001 - $500,000

FLTMX - Fidelity Intermediate Municipal Income Fund (Brokerage)

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($1,001 - $2,500)

Value

$50,001 - $100,000

FNDA - Schwab Fundamental U.S. Small Company ETF (IRA Rollover)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$50,001 - $100,000

FNDF - Schwab Fundamental International Equity ETF (IRA Rollover)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$50,001 - $100,000

FNDX - Schwab Fundamental U.S. Large Company ETF (IRA Rollover)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$100,001 - $250,000

MUB - iShares National Muni Bond ETF (Brokerage)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund($1,001 - $2,500)

Value

$15,001 - $50,000

NC Fixed Income Index Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$1,001 - $15,000

NC Fixed Income Index Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$100,001 - $250,000

NC International Index Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$15,001 - $50,000

NC Large Cap Index Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$15,001 - $50,000

NC Large Cap Index Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$250,001 - $500,000

NC Small Cap/Mid Cap Core Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$1,001 - $15,000

NC Small/Mid Cap Index Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$15,001 - $50,000

North Carolina Retirement Systems (Defined Benefit Pension)

Pensions

SelfIncome: None(Not disclosed)

Value

Not disclosed

PHYZX - PGIM High Yield Fund Class Z (Inherited IRA)

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$50,001 - $100,000

Promissory Note - York Investment Enterprises LLC

Debts Owed to the Filer

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

Value

$50,001 - $100,000

Residential Property & Land #1 (Nashville, NC)

Real Property

SelfIncome: Rent/Royalties($5,001 - $15,000)

Value

$50,001 - $100,000

Residential Property & Land #2 (Nashville, NC)

Real Property

SelfIncome: None(Not disclosed)

Value

$250,001 - $500,000

Residential Property (Raleigh, NC)

Real Property

SelfIncome: Rent/Royalties($15,001 - $50,000)

Value

$100,001 - $250,000

Residential Property (Raleigh, NC)

Real Property

SelfIncome: Rent/Royalties($15,001 - $50,000)

Value

$250,001 - $500,000

SCHA - Schwab U.S. Small-Cap ETF (IRA Rollover)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$15,001 - $50,000

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

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund($201 - $1,000)

Value

$15,001 - $50,000

SCHD - Schwab US Dividend Equity ETF (Brokerage)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund($2,501 - $5,000)

Value

$50,001 - $100,000

SCHD - Schwab US Dividend Equity ETF (Inherited IRA)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$100,001 - $250,000

SCHF - Schwab International Equity ETF (IRA Rollover)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$15,001 - $50,000

SCHG - Schwab U.S. Large-Cap Growth ETF (IRA Rollover)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$1,001 - $15,000

SCHH - Schwab U.S. REIT ETF (IRA Rollover)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$15,001 - $50,000

SCHI - Schwab 5-10 Year Corporate Bond ETF (IRA Rollover)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$15,001 - $50,000

SCHP - Schwab U.S. TIPs ETF (IRA Rollover)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$1,001 - $15,000

SCHR - Schwab Intermediate-Term U.S. Treasury ETF (IRA Rollover)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$15,001 - $50,000

SCHX - Schwab U.S. Large-Cap ETF (IRA Rollover)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$100,001 - $250,000

SCHZ - Schwab US Aggregate Bond ETF (Brokerage)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund($2,501 - $5,000)

Value

$15,001 - $50,000

SCHZ - Schwab US Aggregate Bond ETF (Inherited IRA)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$100,001 - $250,000

SMBS - Schwab Mortgage-Backed Securities ETF (IRA Rollover)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$15,001 - $50,000

State Employees' Credit Union (Certificate of Deposit, Checking)

Bank Accounts, Money Market Accounts and CDs

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

Value

$15,001 - $50,000

State Employees' Credit Union (Checking)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: None(Not disclosed)

Value

$1,001 - $15,000

State Employees' Credit Union (Savings)

Bank Accounts, Money Market Accounts and CDs

JointIncome: None(Not disclosed)

Value

$1,001 - $15,000

SWVXX - Schwab Value Advantage (Brokerage)

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($5,001 - $15,000)

Value

$100,001 - $250,000

SWVXX - Schwab Value Advantage (Inherited IRA)

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$15,001 - $50,000

Undeveloped Property #1 (Rocky Mount, NC)

Real Property

SelfIncome: None(Not disclosed)

Value

$15,001 - $50,000

Undeveloped Property #2 (Rocky Mount, NC)

Real Property

SelfIncome: None(Not disclosed)

Value

$1,001 - $15,000

Undeveloped Property #3 (Rocky Mount, NC)

Real Property

SelfIncome: None(Not disclosed)

Value

$1,001 - $15,000

Vanguard Income Portfolio (NC 529)

Mutual FundsExcepted Investment Fund

DependentIncome: Excepted Investment Fund(Not disclosed)

Value

$1,001 - $15,000

Vanguard Moderate Growth Portfolio (NC 529)

Mutual FundsExcepted Investment Fund

DependentIncome: Excepted Investment Fund(Not disclosed)

Value

$1,001 - $15,000

VBTLX - Vanguard Total Bond Market Index Fund Admiral Shares

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($5,001 - $15,000)

Value

$100,001 - $250,000

VMFXX - Vanguard Federal Money Market

Mutual FundsExcepted Investment Fund

JointIncome: Excepted Investment Fund($2,501 - $5,000)

Value

$1,001 - $15,000

VMFXX - Vanguard Federal Money Market (Brokerage)

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($201 - $1,000)

Value

$50,001 - $100,000

VMFXX - Vanguard Federal Money Market (Roth IRA)

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$50,001 - $100,000

VMFXX - Vanguard Federal Money Market (Roth IRA)

Mutual FundsExcepted Investment Fund

SpouseIncome: Excepted Investment Fund(Not disclosed)

Value

$50,001 - $100,000

VOO - Vanguard S&P 500 ETF (Brokerage)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$50,001 - $100,000

VOO - Vanguard S&P 500 ETF (Roth IRA)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Excepted Investment Fund(Not disclosed)

Value

$15,001 - $50,000

VOO - Vanguard S&P 500 ETF (Roth IRA)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund(Not disclosed)

Value

$15,001 - $50,000

VTABX - Vanguard Total International Bond Index Fund Admiral

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($5,001 - $15,000)

Value

Not disclosed

VTIAX - Vanguard Total International Stock Index Fund Admiral

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($5,001 - $15,000)

Value

$250,001 - $500,000

VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($5,001 - $15,000)

Value

$500,001 - $1,000,000

VWEAX - Vanguard High-Yield Corporate Fund Admiral Shares (Brokerage)

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($5,001 - $15,000)

Value

$100,001 - $250,000

VYM - Vanguard High Dividend Yield ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

JointIncome: Excepted Investment Fund($15,001 - $50,000)

Value

$250,001 - $500,000

VYM - Vanguard High Dividend Yield ETF (Brokerage)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Excepted Investment Fund($15,001 - $50,000)

Value

$100,001 - $250,000