Jake Ellzey
U.S. Representative, Texas district 6 (TX06)
Latest disclosure August 13, 2026: Annual report amendment (FD Amendment) for 2024, filing 10081523.
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 (FD Original) for 2025, filing 10075218.
As of August 13, 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 | First Perryton Bancorp, Inc. PS | Member | $500,001 - $1,000,000 | p. 1 |
| RFFTX | Southwest Airlines Pilots Association Retirement Savings Plan ⇒ American Funds 2035 Target Date Retirement Fd Cl R-6 (RFFTX) MF | Member | $250,001 - $500,000 | p. 5 |
| VTTHX | Southwest Airlines Co. Retirement Savings Plan ⇒ Vanguard Target Retirement 2035 Fund (VTTHX) MF | Member | $100,001 - $250,000 | p. 5 |
| FATRX | John K. Ellzey Beneficiary IRA ⇒ Frost Total Return Bond Fund Investor Class Shares (FATRX) MF | Member | $50,001 - $100,000 | p. 5 |
| MEIKX | John K. Ellzey Beneficiary IRA ⇒ MFS Value Fund Class R6 (MEIKX) MF | Member | $50,001 - $100,000 | p. 5 |
| none | Fidelity Roth IRA ⇒ Fidelity Advisor Mid Cap II Fund MF | Member | $15,001 - $50,000 | p. 4 |
| none | Fidelity Roth IRA ⇒ Fidelity Advisor New Insights Fund MF | Member | $15,001 - $50,000 | p. 4 |
| none | Fidelity Roth IRA ⇒ Fidelity Advisor Small Cap Fund MF | Member | $15,001 - $50,000 | p. 4 |
| ARTFX | John K. Ellzey Beneficiary IRA ⇒ Artisan High Income Fund Investor Shares (ARTFX) MF | Member | $15,001 - $50,000 | p. 4 |
| CSRIX | John K. Ellzey Beneficiary IRA ⇒ Cohen & Steers Institutional Realty Shs Inc (CSRIX) MF | Member | $15,001 - $50,000 | p. 4 |
| DFTEX | John K. Ellzey Beneficiary IRA ⇒ DFA Intermediate Term Extended Quality Ptf (DFTEX) MF | Member | $15,001 - $50,000 | p. 4 |
| DFEQX | John K. Ellzey Beneficiary IRA ⇒ DFA Short-Term Extended Quality Ptf (DFEQX) MF | Member | $15,001 - $50,000 | p. 4 |
| DFCEX | John K. Ellzey Beneficiary IRA ⇒ Emerging Markets Core Equity 2 Portfolio (DFCEX) MF | Member | $15,001 - $50,000 | p. 5 |
| FICEX | John K. Ellzey Beneficiary IRA ⇒ Frost Core Growth Equity Fund Insti Class (FICEX) MF | Member | $15,001 - $50,000 | p. 5 |
| DFIEX | John K. Ellzey Beneficiary IRA ⇒ International Core Equity 2 Portfolio (DFIEX) MF | Member | $15,001 - $50,000 | p. 5 |
| TILIX | John K. Ellzey Beneficiary IRA ⇒ Nuveen Large Cap Growth Index Fund R6 (TILIX) MF | Member | $15,001 - $50,000 | p. 5 |
| HWDIX | John K. Ellzey Beneficiary IRA ⇒ The Hartford World Bond Fd Cl I (HWDIX) MF | Member | $15,001 - $50,000 | p. 5 |
| VIMAX | John K. Ellzey Beneficiary IRA ⇒ Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) MF | Member | $15,001 - $50,000 | p. 5 |
| VSMAX | John K. Ellzey Beneficiary IRA ⇒ Vanguard Small Cap Index Fd Admiral Shs (VSMAX) MF | Member | $15,001 - $50,000 | p. 5 |
| none | Franklin Mutual Shares Fund - Class A MF | Joint | $1,001 - $15,000 | p. 1 |
| none | Fidelity Roth IRA ⇒ Fidelity Advisor International Discovery MF | Member | $1,001 - $15,000 | p. 4 |
| none | Fidelity Government Income MF | Member | $1 - $1,000 | p. 1 |
| none | Fidelity Roth IRA ⇒ Fidelity Advisor Government Income MF | Member | $1 - $1,000 | p. 4 |
| none | Fidelity Roth IRA ⇒ Fidelity Advisor Strategic Income Fund MF | Member | $1 - $1,000 | p. 4 |
36 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 13, 2026 Annual report amendment (FD Amendment) (2024), filing 10081523
- August 13, 2026 Annual report (FD Original) (2025), filing 10075218 itemised above
- April 7, 2026 Extension request (2025), filing 30026875
- August 13, 2025 Annual report (FD Original) (2024), filing 10067015
- April 30, 2025 Extension request (2024), filing 30022943
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