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Map Watch Schedule Daily Record Members Committees Legislation Nominations Money Special Rules Subpoenas House Ethics Foreign Influence Agencies Regulations Office Spending US Code

John P. Ricketts - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

John P. Ricketts

Filed May 15, 2026

View Original Document

Transactions

7

Assets

27

Liabilities

0

Details

Report Title: Annual Report for Calendar 2025

Transactions

7 transactions

VTEBVanguard Tax-Exempt Bond Index Fund - ETF Shares

PurchaseOther

September 23, 2025Joint

n/a

$100K - $250K

VTEBVanguard Tax-Exempt Bond Index Fund - ETF Shares

PurchaseOther

June 17, 2025Joint

n/a

$100K - $250K

Assets

27 assets

Boys Town Village Neb Revenue Bond

Other

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

Value

$50K - $100K

Buffalo County Neb General Obligation Bond

Other

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

Value

$50K - $100K

DUHPDimensional US High Profitability ETF

Sale (Full)Other

April 7, 2025Joint

n/a

$50K - $100K

DFCEXEmerging Markets Core Equity 2 Portfolio - Institutional Class

PurchaseOther

April 7, 2025Joint

n/a

$50K - $100K

QUALiShares MSCI USA Quality Factor ETF

PurchaseOther

April 7, 2025Joint

n/a

$50K - $100K

DFEMDimensional Emerging Markets Core Equity 2 ETF

Sale (Full)Other

April 7, 2025Joint

n/a

$50K - $100K

VTEBVanguard Tax-Exempt Bond Index Fund - ETF Shares

PurchaseOther

March 28, 2025Joint

n/a

$100K - $250K

Cass County Neb General Obligation Bond

Other

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

Value

$0 - $1K

Charles Schwab - Brokerage Sweep Account

Other

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

Value

$250K - $500K

CSP III Distressed Opportunities Trust

Other

SpouseIncome: None($0 - $200)

Value

$15K - $50K

DFAS - Dimensional U.S. Small Cap ETF

OtherExcepted Investment Fund

JointIncome: Excepted Investment Fund($5K - $15K)

Value

$1M - $5M

DFAT - Dimensional U.S. Targeted Value ETF

OtherExcepted Investment Fund

JointIncome: Excepted Investment Fund($5K - $15K)

Value

$500K - $1M

DFCEX - Dfa Emerging Markets Core Equity Portfolio

OtherExcepted Investment Fund

JointIncome: Excepted Investment Fund($15K - $50K)

Value

$1M - $5M

DFGFX - Dfa Two-Year Global Fixed Income Portfolio

OtherExcepted Investment Fund

JointIncome: Excepted Investment Fund($15K - $50K)

Value

$500K - $1M

DFIEX - Dfa International Core Equity Portfolio

OtherExcepted Investment Fund

JointIncome: Excepted Investment Fund($100K - $1M)

Value

$5M - $25M

Douglas County Neb General Obligation Bond (matured)

Other

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

Value

$0 - $1K

Douglas County Neb General Obligation Bond (matures 06/15/2026)

Other

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

Value

$50K - $100K

Fremont Neb General Obligation Bond

Other

JointIncome: Interest($201 - $1K)

Value

$15K - $50K

GSO Mezzanine Finance Trust

Other

SpouseIncome: None($0 - $200)

Value

$1K - $15K

Hall County Neb School Dist Revenue Bond

Other

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

Value

$50K - $100K

IGSB - iShares 1-5 Year Investment Grade Corporate Bond ETF

OtherExcepted Investment Fund

JointIncome: Excepted Investment Fund($15K - $50K)

Value

$500K - $1M

IJJ - iShares S&P Mid-Cap 400 Value ETF

OtherExcepted Investment Fund

JointIncome: Excepted Investment Fund($15K - $50K)

Value

$1M - $5M

JPR Spc Trust (spousal beneficial interest 25%)

Other

Spouse

Value

Not disclosed

Kearney County Neb General Obligation Bond

Other

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

Value

$50K - $100K

Lutz Account 1

Other

Joint

Value

Not disclosed

Merrill Lynch - Brokerage Sweep Account (Merrill Lynch Acct 5)

Other

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

Value

$50K - $100K

ORBIMED Healthcare Investments Trust

OtherExcepted Investment Fund

SpouseIncome: Excepted Investment Fund($5K - $15K)

Value

$15K - $50K

SCHW - Charles Schwab Corporation Common Stock (UBS Account 1)

Other

JointIncome: Dividends($100K - $1M)

Value

$25M - $50M

South Dakota Retirement System

Other

SpouseIncome: None($0 - $200)

Value

$15K - $50K

SPY - S&P 500 SPDR

OtherExcepted Investment Fund

JointIncome: Excepted Investment Fund($15K - $50K)

Value

$1M - $5M

TIP - iShares TIPS Bond ETF

OtherExcepted Investment Fund

JointIncome: Excepted Investment Fund($15K - $50K)

Value

$500K - $1M

UBS Bank - Brokerage Sweep Account (UBS Account 1)

Other

JointIncome: Interest($15K - $50K)

Value

$1M - $5M