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Mike Rogers - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Mike Rogers

MI

Filed August 12, 2025

View Original Document

Transactions

0

Assets

56

Liabilities

0

Details

Report Title: Annual Report for 2025
Submission Method: Electronic

Assets

56 assets

American Express National Bank (Savings)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($5K - $15K)

Value

$100K - $250K

AVDV - Avantis International Small Cap Value ETF

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$250K - $500K

Bank of America (Checking, Savings)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($0 - $200)

Value

$15K - $50K

Bi-Petro Inc (Oil Rights / Mineral Rights)

Mineral/Oil/Solar Energy Rights

SelfIncome: Rent/Royalties($201 - $1K)

Value

Not disclosed

Blackstone Real Estate Income Trust Class I (BREIT)

Real Estate Invest. Trust (REIT)

SelfIncome: None($0 - $200)

Value

$100K - $250K

BND (in Self IRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$500K - $1M

BND (in SEP IRA)

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$100K - $250K

BND - Vanguard Total Bond Market ETF

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$50K - $100K

Charles Schwab & Co (Brokerage Sweep Account)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: None($0 - $200)

Value

$1K - $15K

Charles Schwab & Co (Brokerage Sweep Account)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: None($0 - $200)

Value

$1K - $15K

Charles Schwab & Co (Brokerage Sweep Account) (in Self IRA)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None($0 - $200)

Value

$15K - $50K

Constella Intelligence Stock

Stock (Not Publicly Traded)

SelfIncome: None($0 - $200)

Value

$15K - $50K

DFALX - DFA Large Cap International Portfolio (in Rogers Family Trust)

Mutual Funds

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

Value

$100K - $250K

DFSCX - DFA U.S. Micro Cap Portfolio

Mutual Funds

SelfIncome: None($0 - $200)

Value

$250K - $500K

DFSVX - DFA U.S. Small Cap Value Portfolio

Mutual Funds

SelfIncome: None($0 - $200)

Value

$100K - $250K

ForgePoint Cyber Affiliates Fund I

Hedge Funds & Private Equity Funds (non-EIF)

JointIncome: Dividends, Capital Gains($2.5K - $5K)

Value

$100K - $250K

ForgePoint Cyber Affiliates Fund II

Hedge Funds & Private Equity Funds (non-EIF)

JointIncome: Dividends, Capital Gains($0 - $200)

Value

$50K - $100K

Ironnet, Inc. Common Stock

Stock (Not Publicly Traded)

SelfIncome: None($0 - $200)

Value

$50K - $100K

IVV (in Self IRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$500K - $1M

IVV - iShares Core S&P 500 ETF

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$250K - $500K

Langley Federal Credit Union (Savings)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($201 - $1K)

Value

$1K - $15K

NowSecure NQSO (Now Secure, Inc.)

Stock (Not Publicly Traded)

SpouseIncome: None($0 - $200)

Value

$100K - $250K

QBTS - D-Wave Quantum Inc. Common Shares

Stocks (including ADRs)

SelfIncome: None($0 - $200)

Value

$500K - $1M

QLYS - Qualys, Inc. - Common Stock

Stocks (including ADRs)

SpouseIncome: None($0 - $200)

Value

$1M

Rogers Family Trust

Trust

Joint

Value

Not disclosed

Schwab IRA

IRA

Self

Value

Not disclosed

Schwab IRA

IRA

Spouse

Value

Not disclosed

Schwab SEP IRA

IRA

Spouse

Value

Not disclosed

SFLNX - Schwab Fundamental US Lg Company Index Fund Inst (in Rogers Family Trust)

Mutual Funds

JointIncome: Dividends($201 - $1K)

Value

$50K - $100K

SPDW (in Rogers Family Trust)

Exchange Traded Funds (ETF)

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

Value

$100K - $250K

SPDW (in Self IRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$100K - $250K

SPDW (in SEP IRA)

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$50K - $100K

SPDW - SPDR Portfolio Developed World ex-US ETF

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$100K - $250K

SPMD (in Self IRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$100K - $250K

SPMD (in SEP IRA)

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$50K - $100K

SPMD - SPDR Portfolio S&P 400 Mid Cap ETF

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$50K - $100K

SPSB (in Self IRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$100K - $250K

SPSB - SPDR Portfolio Short Term Corporate Bond ETF

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$1K - $15K

SPY - S&P 500 SPDR (in Rogers Family Trust)

Exchange Traded Funds (ETF)

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

Value

$250K - $500K

SUB - Short-Term Natl Muni Bond iShares ETF (in Rogers Family Trust)

Exchange Traded Funds (ETF)

JointIncome: Dividends($0 - $200)

Value

$1K - $15K

SWPPX (in Self IRA)

Mutual Funds

SelfIncome: None($0 - $200)

Value

$100K - $250K

SWPPX - Schwab S&P 500 Index Fund - Select Shares

Mutual Funds

SpouseIncome: None($0 - $200)

Value

$100K - $250K

USAA (Checking)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($0 - $200)

Value

$15K - $50K

USAA (Savings)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1K - $2.5K)

Value

$50K - $100K

VCIT (in Self IRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$250K - $500K

VCIT - Vanguard Intermediate-Term Corp Bond Idx Fund

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$50K - $100K

VEA - FTSE Developed Markets Vanguard

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$250K - $500K

VTEB - Tax-Exempt Bond Vanguard (in Rogers Family Trust)

Exchange Traded Funds (ETF)

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

Value

$100K - $250K

VWO (in Rogers Family Trust)

Exchange Traded Funds (ETF)

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

Value

$50K - $100K

VWO (in Self IRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$250K - $500K

VWO - Vanguard FTSE Emerging Markets ETF

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$15K - $50K

VXF - Extended Market Index ETF Vanguard (in Rogers Family Trust)

Exchange Traded Funds (ETF)

JointIncome: Dividends($201 - $1K)

Value

$100K - $250K

VYM (in Rogers Family Trust)

Exchange Traded Funds (ETF)

JointIncome: None($0 - $200)

Value

$100K - $250K

VYM (in Self IRA)

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$15K - $50K

VYM - Vanguard High Dividend Yield ETF

Exchange Traded Funds (ETF)

SpouseIncome: None($0 - $200)

Value

$100K - $250K

Wells Fargo (Checking)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None($0 - $200)

Value

$50K - $100K