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Steve Marshall - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Steve Marshall

AL

Filed September 29, 2025

View Original Document

Transactions

0

Assets

37

Liabilities

2

Details

Report Title: Candidate Report
Submission Method: Electronic

Assets

37 assets

ABALX - American Balanced Fund Class A Shs

Mutual Funds

SelfIncome: None($0 - $200)

Value

$15K - $50K

Ameriprise Brokerage Account (Self)

Liabilities

2 liabilities

Rocket Mortgage (Detroit, Michigan)

Mortgage

Joint4.375% (30 years)

Amount

$250K - $500K

Trustmark (Jackson, Mississippi)

Mortgage

Brokerage Accounts

Self

Value

Not disclosed

Ameriprise Brokerage Account (Spouse)

Brokerage Accounts

Spouse

Value

Not disclosed

AOR - iShares Core 60/40 Balanced Allocation ETF

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$1K - $15K

CAIBX - Capital Income Builder Cl A Shs

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Citizens Bank & Trust (Guntersville, Alabama) - Checking

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($201 - $1K)

Value

$100K - $250K

Citizens B & T Holdings Inc. (Citizens Bank & Trust) - Non-Public Stock

Stock (Not Publicly Traded)

SelfIncome: None($0 - $200)

Value

$100K - $250K

Citizens Wealth Management IRA

IRA

Self

Value

Not disclosed

CWGIX - American Funds Capital World Growth & Income Fund

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

ETAHX - Eventide Healthcare & Life Sciences Fund Cl A

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

ETCHX - Eventide Healthcare & Life Sciences Fund Cl C

Mutual Funds

SelfIncome: None($0 - $200)

Value

$1K - $15K

FBARX - Fidelity Advisor Balanced Fund Cl C

Mutual Funds

SpouseIncome: None($0 - $200)

Value

$15K - $50K

FCISX - Franklin Income Fund Class C

Mutual Funds

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

Value

$15K - $50K

FCPCX - Fidelity Advisor Series VIII Fidelity Advisor

Mutual Funds

SelfIncome: None($0 - $200)

Value

$15K - $50K

FGRCX - Fidelity Advisor Mega Cap Stock Fund Class C

Mutual Funds

SpouseIncome: None($0 - $200)

Value

$15K - $50K

First Trust Election 34 SA RE (Unit Investment Trust)

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

First Trust Financials Select 92 SA RE (Unit Investment Trust)

Other

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Franklin Templeton Account (Spouse)

Brokerage Accounts

Spouse

Value

Not disclosed

Goldman Sachs Bank USA (Guntersville, Alabama) - IRA Cash Accounts

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None($0 - $200)

Value

$1K - $15K

Guardian Credit Union (Prattville, Alabama) - Checking

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: None($0 - $200)

Value

$1K - $15K

Guardian Credit Union (Prattville, Alabama) - Savings

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: None($0 - $200)

Value

$1K - $15K

HAIAX - Hartford Core Equity Fund Class A

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

HFMCX - Hartford Midcap Fund Class A

Mutual Funds

SelfIncome: None($0 - $200)

Value

$15K - $50K

INUTX - Columbia Dividend Opportunity Fund Class A

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

ITHAX - Hartford Capital Appreciation Fund - Class A

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

JLPCX - Jpmorgan U.S. Large Cap Core Plus C

Mutual Funds

SpouseIncome: None($0 - $200)

Value

$15K - $50K

LCCAX - Columbia Fds Srs TR I Contrarian Core Fund

Mutual Funds

SelfIncome: None($0 - $200)

Value

$15K - $50K

PEQCX - Putnam Large Cap Value Fund Class C (Self)

Mutual Funds

SelfIncome: None($0 - $200)

Value

$15K - $50K

PEQCX - Putnam Large Cap Value Fund Class C (Spouse)

Mutual Funds

SpouseIncome: None($0 - $200)

Value

$15K - $50K

PHIKX - Columbia Fds Srs TR Columbia Convertible Securities

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

PONCX - Pimco Income Fund Class C

Mutual Funds

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

Value

$15K - $50K

PRJAX - PGIM Jennison Global Opportunities Fund Class A

Mutual Funds

SelfIncome: None($0 - $200)

Value

$15K - $50K

Rental Property (Greenville, Alabama)

Real Property

SpouseIncome: Rent/Royalties($5K - $15K)

Value

$100K - $250K

SILLX - Franklin Global Equity Fund Class C

Mutual Funds

SpouseIncome: None($0 - $200)

Value

$15K - $50K

SLMCX - Columbia Seligman Technology & Information Fund

Mutual Funds

SelfIncome: None($0 - $200)

Value

$15K - $50K

SPYG - SPDR S&P 500 Growth Portfolio ETF

Exchange Traded Funds (ETF)

SelfIncome: None($0 - $200)

Value

$15K - $50K

VADCX - Invesco Equally-Weighted S&P 500 Fund Class C

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

Spouse

2.25% (15 years)

Amount

$50K - $100K