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Thomas E Willis II - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Thomas E Willis II

WV

Filed September 30, 2025

View Original Document

Transactions

0

Assets

31

Liabilities

1

Details

Report Title: Candidate Report
Submission Method: Electronic

Assets

31 assets

Blue Board Buillders LLC (Limited Liability Company)

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Other (Contract Work Earned)($1,001 - $1,001)

Value

Not disclosed

Liabilities

1 liability

First Bank

Mortgage

Self8.0% (5 year fixed rate)

Amount

$250,001 - $500,000

Blue Shoal LLC (Limited Liability Company)

Ownership Interest (Engaged in a Trade or Business)

Self

Value

Not disclosed

Blue Trail LLC (Limited Liability Company)

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: None(Not disclosed)

Value

Not disclosed

Burke and Herbert Bank (Martinsburg, WV) - Checking

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None(Not disclosed)

Value

$1,001 - $15,000

Capitol South LLC (Limited Liability Company)

Ownership Interest (Engaged in a Trade or Business)

Self

Value

Not disclosed

Company Car (Vehicle)

Other

SelfIncome: None(Not disclosed)

Value

$15,001 - $50,000

Etrade (Checking)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest(Not disclosed)

Value

$1,001 - $15,000

FSPTX

Mutual Funds

SelfIncome: Dividends(Not disclosed)

Value

$1,001 - $15,000

Glenloch Legal PLC (Professional Limited Liability Company)

Ownership Interest (Engaged in a Trade or Business)

Self

Value

Not disclosed

IAU

Exchange Traded Funds (ETF)

SelfIncome: Dividends(Not disclosed)

Value

Not disclosed

Interior Furniture & Furnishings

Other

SelfIncome: None(Not disclosed)

Value

$15,001 - $50,000

KBWY

Exchange Traded Funds (ETF)

SelfIncome: Dividends(Not disclosed)

Value

Not disclosed

PFF

Exchange Traded Funds (ETF)

SelfIncome: Dividends(Not disclosed)

Value

$1,001 - $15,000

Real Property (Single Family Home, Stephens City, VA)

Real Property

SelfIncome: None(Not disclosed)

Value

$250,001 - $500,000

Real Property (Townhouse, Martinsburg, WV)

Real Property

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

Value

$250,001 - $500,000

Residential Real Estate (Single Family Home, Charleston, WV)

Real Property

SelfIncome: None(Not disclosed)

Value

$250,001 - $500,000

Retirement IRA

IRA

Self

Value

Not disclosed

RSP

Exchange Traded Funds (ETF)

SelfIncome: Dividends(Not disclosed)

Value

$1,001 - $15,000

SCHF

Exchange Traded Funds (ETF)

SelfIncome: Dividends(Not disclosed)

Value

$1,001 - $15,000

SCHK

Exchange Traded Funds (ETF)

SelfIncome: Dividends(Not disclosed)

Value

$15,001 - $50,000

SMART529 WV Direct Age-Based Portfolio 7-9

529 Portfolio

SelfIncome: Dividends, Interest(Not disclosed)

Value

$15,001 - $50,000

SMART529 WV Education Savings Plan (WV 529 Account)

529 College Savings Plan

Self

Value

Not disclosed

SWPPX

Mutual Funds

SelfIncome: Dividends(Not disclosed)

Value

$1,001 - $15,000

Top Title and Escrow, LLC (Limited Liability Company)

Ownership Interest (Engaged in a Trade or Business)

Self

Value

Not disclosed

United Bank (Checking)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest(Not disclosed)

Value

$1,001 - $15,000

VONG

Exchange Traded Funds (ETF)

SelfIncome: Dividends(Not disclosed)

Value

$1,001 - $15,000

VTI

Exchange Traded Funds (ETF)

SelfIncome: Dividends(Not disclosed)

Value

$1,001 - $15,000

VWO

Exchange Traded Funds (ETF)

SelfIncome: Dividends(Not disclosed)

Value

$1,001 - $15,000

Willis Group LLC (Limited Liability Company)

Ownership Interest (Engaged in a Trade or Business)

Self

Value

Not disclosed

Work Truck (Vehicle)

Other

SelfIncome: None(Not disclosed)

Value

$15,001 - $50,000

XTN

Exchange Traded Funds (ETF)

SelfIncome: Dividends(Not disclosed)

Value

$1,001 - $15,000