Mike Carey
U.S. Representative, Ohio district 15 (OH15)
Latest disclosure August 18, 2026: Annual report amendment (FD Amendment) for 2025, filing 10081686.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report amendment (FD Amendment) for 2025, filing 10081686.
As of August 18, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| none | New York Life Securities PS | Spouse | $250,001 - $500,000 | p. 1 |
| IUSG | Merrill Lynch SEP Account ⇒ iShares Core S&P U.S. Growth ETF (IUSG) EF | Spouse | $50,001 - $100,000 | p. 5 |
| IUSV | Merrill Lynch SEP Account ⇒ iShares Core S&P U.S. Value ETF (IUSV) EF | Spouse | $50,001 - $100,000 | p. 6 |
| GSFTX | Merrill Lynch MA Account ⇒ Columbia Dividend Income Fund Class I (GSFTX) MF | Spouse | $15,001 - $50,000 | p. 4 |
| ESIIX | Merrill Lynch MA Account ⇒ Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX) MF | Spouse | $15,001 - $50,000 | p. 4 |
| FAGCX | Merrill Lynch MA Account ⇒ Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX) MF | Spouse | $15,001 - $50,000 | p. 4 |
| GSIMX | Merrill Lynch MA Account ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX) MF | Spouse | $15,001 - $50,000 | p. 4 |
| PVAL | Merrill Lynch MA Account ⇒ Putnam Focused Large Cap Value ETF (PVAL) EF | Spouse | $15,001 - $50,000 | p. 5 |
| USIG | Merrill Lynch SEP Account ⇒ iShares Broad USD Investment Grade Corporate Bond ETF (USIG) EF | Spouse | $15,001 - $50,000 | p. 5 |
| GOVT | Merrill Lynch SEP Account ⇒ iShares U.S. Treasury Bond ETF (GOVT) EF | Spouse | $15,001 - $50,000 | p. 6 |
| VEA | Merrill Lynch SEP Account ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF | Spouse | $15,001 - $50,000 | p. 6 |
| VWO | Merrill Lynch SEP Account ⇒ Vanguard FTSE Emerging Markets ETF (VWO) EF | Spouse | $15,001 - $50,000 | p. 6 |
| VTWO | Merrill Lynch SEP Account ⇒ Vanguard Russell 2000 ETF (VTWO) EF | Spouse | $15,001 - $50,000 | p. 6 |
| ITOT | Conrad UTMA ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) EF | Dependent child | $1,001 - $15,000 | p. 2 |
| CWI | Conrad UTMA ⇒ State Street SPDR MSCI ACWI ex-US ETF (CWI) EF | Dependent child | $1,001 - $15,000 | p. 2 |
| ITOT | Merrill Lynch ETF Account ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) EF | Spouse | $1,001 - $15,000 | p. 2 |
| CWI | Merrill Lynch ETF Account ⇒ State Street SPDR MSCI ACWI ex-US ETF (CWI) EF | Spouse | $1,001 - $15,000 | p. 2 |
| BND | Merrill Lynch ETF Account ⇒ Vanguard Total Bond Market ETF (BND) EF | Spouse | $1,001 - $15,000 | p. 2 |
| WIPIX | Merrill Lynch IRA ⇒ Allspring Core Plus Bond Fund Class Institutional (WIPIX) MF | Spouse | $1,001 - $15,000 | p. 2 |
| GSFTX | Merrill Lynch IRA ⇒ Columbia Dividend Income Fund Class I (GSFTX) MF | Spouse | $1,001 - $15,000 | p. 2 |
| RECS | Merrill Lynch IRA ⇒ Columbia Research Enhanced Core ETF (RECS) EF | Spouse | $1,001 - $15,000 | p. 2 |
| ESIIX | Merrill Lynch IRA ⇒ Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX) MF | Spouse | $1,001 - $15,000 | p. 3 |
| none | Merrill Lynch IRA ⇒ Fidelity Advisor Growth Opportunities Fund Class I MF | Spouse | $1,001 - $15,000 | p. 3 |
| FGBPX | Merrill Lynch IRA ⇒ Fidelity Advisor Investment Grade Bond Fund: Class I (FGBPX) MF | Spouse | $1,001 - $15,000 | p. 3 |
| FTXSX | Merrill Lynch IRA ⇒ FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX) MF | Spouse | $1,001 - $15,000 | p. 3 |
| GSIMX | Merrill Lynch IRA ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX) MF | Spouse | $1,001 - $15,000 | p. 3 |
| ITOT | Merrill Lynch IRA ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) EF | Spouse | $1,001 - $15,000 | p. 3 |
| IWF | Merrill Lynch IRA ⇒ iShares Russell 1000 Growth ETF (IWF) MF | Spouse | $1,001 - $15,000 | p. 3 |
| JEPI | Merrill Lynch IRA ⇒ JPMorgan Equity Premium Income ETF (JEPI) EF | Spouse | $1,001 - $15,000 | p. 3 |
| HFXI | Merrill Lynch IRA ⇒ NYLI FTSE International Equity Currency Neutral ETF (HFXI) EF | Spouse | $1,001 - $15,000 | p. 3 |
| COWZ | Merrill Lynch IRA ⇒ Pacer US Cash Cows 100 ETF (COWZ) EF | Spouse | $1,001 - $15,000 | p. 3 |
| PADZX | Merrill Lynch IRA ⇒ PGIM Absolute Return Bond Fund Class Z (PADZX) MF | Spouse | $1,001 - $15,000 | p. 3 |
| PVAL | Merrill Lynch IRA ⇒ Putnam Focused Large Cap Value ETF (PVAL) EF | Spouse | $1,001 - $15,000 | p. 3 |
| VBR | Merrill Lynch IRA ⇒ Vanguard Small-Cap Value ETF (VBR) EF | Spouse | $1,001 - $15,000 | p. 4 |
| WIPIX | Merrill Lynch MA Account ⇒ Allspring Core Plus Bond Fund Inst Class (WIPIX) MF | Spouse | $1,001 - $15,000 | p. 4 |
| RECS | Merrill Lynch MA Account ⇒ Columbia Research Enhanced Core ETF (RECS) EF | Spouse | $1,001 - $15,000 | p. 4 |
| FGBPX | Merrill Lynch MA Account ⇒ Fidelity Advisor Investment Grade Bond Fund: Class I (FGBPX) MF | Spouse | $1,001 - $15,000 | p. 4 |
| FTXSX | Merrill Lynch MA Account ⇒ FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX) MF | Spouse | $1,001 - $15,000 | p. 4 |
| IWF | Merrill Lynch MA Account ⇒ iShares Russell 1000 Growth Fund (IWF) EF | Spouse | $1,001 - $15,000 | p. 4 |
| BSPIX | Merrill Lynch MA Account ⇒ iShares S&P 500 Index Fund - Institutional (BSPIX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| JEPI | Merrill Lynch MA Account ⇒ JPMorgan Equity Premium Income ETF (JEPI) EF | Spouse | $1,001 - $15,000 | p. 5 |
| HFXI | Merrill Lynch MA Account ⇒ NYLI FTSE International Equity Currency Neutral ETF (HFXI) EF | Spouse | $1,001 - $15,000 | p. 5 |
| PADZX | Merrill Lynch MA Account ⇒ PGIM Absolute Return Bond Fund Class Z (PADZX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| VBR | Merrill Lynch MA Account ⇒ Vanguard Small-Cap Value ETF (VBR) EF | Spouse | $1,001 - $15,000 | p. 5 |
| BUPXX | Merrill Lynch SEP Account ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| FAGCX | Merrill Lynch SEP Account ⇒ Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| FTXSX | Merrill Lynch SEP Account ⇒ FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| SPHY | Merrill Lynch SEP Account ⇒ State Street SPDR Portfolio High Yield Bond ETF (SPHY) EF | Spouse | $1,001 - $15,000 | p. 6 |
| none | Merrill Lynch SEP Account ⇒ Vanguard Mortgage-Backed Securities Index Fund MF | Spouse | $1,001 - $15,000 | p. 6 |
| BNDX | Merrill Lynch SEP Account ⇒ Vanguard Total International Bond ETF (BNDX) EF | Spouse | $1,001 - $15,000 | p. 6 |
| ITOT | Miles UTMA ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) EF | Dependent child | $1,001 - $15,000 | p. 6 |
| CWI | Miles UTMA ⇒ State Street SPDR MSCI ACWI ex-US ETF (CWI) EF | Dependent child | $1,001 - $15,000 | p. 6 |
| BND | Conrad UTMA ⇒ Vanguard Total Bond Market ETF (BND) EF | Dependent child | $1 - $1,000 | p. 2 |
| BND | Miles UTMA ⇒ Vanguard Total Bond Market ETF (BND) EF | Dependent child | $1 - $1,000 | p. 6 |
| BSIIX | Merrill Lynch IRA ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) MF | Spouse | None | p. 2 |
| HEFA | Merrill Lynch IRA ⇒ iShares Currency Hedged MSCI EAFE ETF (HEFA) EF | Spouse | None | p. 3 |
| BSPIX | Merrill Lynch IRA ⇒ iShares S&P 500 Index Fund - Institutional (BSPIX) MF | Spouse | None | p. 3 |
| BSIIX | Merrill Lynch MA Account ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) MF | Spouse | None | p. 4 |
| XYLG | Merrill Lynch MA Account ⇒ Global X S&P 500 Covered Call & Growth ETF (XYLG) EF | Spouse | None | p. 4 |
| HEFA | Merrill Lynch MA Account ⇒ iShares Currency Hedged MSCI EAFE ETF (HEFA) EF | Spouse | None | p. 4 |
| COWZ | Merrill Lynch MA Account ⇒ Pacer US Cash Cows 100 ETF (COWZ) EF | Spouse | None | p. 5 |
| SPTL | Merrill Lynch SEP Account ⇒ SPDR Portfolio Long Term Treasury ETF (SPTL) EF | Spouse | None | p. 6 |
| VTI | Miles UTMA ⇒ Vanguard Total Stock Market ETF (VTI) EF | Dependent child | None | p. 6 |
10 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
No transactions itemised from periodic transaction reports in this period.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- August 18, 2026 Annual report amendment (FD Amendment) (2025), filing 10081686 itemised above
- August 13, 2026 Annual report (FD Original) (2025), filing 10081577
- April 15, 2026 Extension request (2025), filing 9115739
- August 13, 2025 Annual report (FD Original) (2024), filing 10072075
- May 9, 2025 Extension request (2024), filing 8220885
Discussion
About this member's disclosures. Anyone can read. Posting needs an account with a confirmed email. Plain text only; links are not accepted. A post reported by 3 people is hidden until a moderator reviews it.
No posts yet.
Posting opens once account sign-up is live. Log in if you already have a confirmed account.