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SenateAnnual Report

Nate Morris

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KY

Filed October 29, 2025

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Transactions

0

Assets

16

Liabilities

0

Details

Report Title: Candidate Report
Submission Method: Electronic

Assets

16 assets

8VC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: None

Value

$500K - $1M

Allianz Whole Life Policy

SenateAnnual Report

Nate Morris

View Profile

KY

Filed October 29, 2025

View Original Document

Transactions

0

Assets

16

Liabilities

0

Details

Report Title: Candidate Report
Submission Method: Electronic

Assets

16 assets

8VC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: None

Value

$500K - $1M

Allianz Whole Life Policy

Whole/Universal Insurance

JointIncome: None

Value

$5M - $25M

ASST - Strive Inc

Stocks (including ADRs)

SelfIncome: None

Value

$250K - $500K

Fidelity Money Market Account (FDLXX) [within Fidelity Rollover IRA]

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$50K - $100K

Fifth Third Bank - Checking Account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$50K - $100K

Fishkill Plaza Partners LP

Ownership Interest (Holding Investments)

JointIncome: Dividends($50K - $100K)

Value

$250K - $500K

FSPGX [within Fidelity Rollover IRA]

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$50K - $100K

FXAIX - Fidelity 500 Index Fund [within Fidelity Rollover IRA]

Mutual FundsExcepted Investment Fund

SelfIncome: None

Value

$50K - $100K

Investment Property: Land (Lexington, KY)

Real Property

JointIncome: None

Value

$1M - $5M

JP Morgan Chase - Savings Account

Bank Accounts, Money Market Accounts and CDs

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

Value

$500K - $1M

Mosbacher Energy Company

Stock (Not Publicly Traded)

JointIncome: None

Value

$5M - $25M

Republic Financial, Inc.

Stock (Not Publicly Traded)

SelfIncome: None

Value

$25M - $50M

Residential Property (Louisville, KY)

Real Property

JointIncome: None

Value

$250K - $500K

To the Market Survivor Made Goods, Inc

Stock (Not Publicly Traded)

JointIncome: None

Value

$5M - $25M

U.S. Treasury Bills (Fidelity Brokerage Account A)

Government Securities and Agency Debt

SelfIncome: Interest($50K - $100K)

Value

$500K - $1M

U.S. Treasury Bills (Fidelity Brokerage Account B)

Government Securities and Agency Debt

SelfIncome: Interest($100K - $1M)

Value

$1M - $5M