John Rose Stock Trades

HouseFollow

TN-06 · Republican

Disclosed trades

Estimated volume

$16.6M

sum of bracket midpoints

Typical delay

31 days

trade to filing

Last filed

Sep 12, 2026

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Entering on the day each filing became public, and still holding

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None of this member's disclosed purchases could be priced — they may have disclosed only sales, or only assets with no market price.

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Holdings, 2025

Weights are each holding's share of roughly $3.1M in stocks, funds and ETFs — bank accounts and property are left out of the denominator

Asset	Weight	Held by	Value	Income
Boson Holdings, LLC 401K Plan ⇒ American Funds 2030 TRGT Date Retire R2E RBEEX [MF]	24.0%		$500K – $1M	Tax-Deferred
Raymond James Brokerage Account ⇒ Growth Fund of America Class A-American Funds M/F [MF]	24.0%		$500K – $1M	Capital Gains, Dividends
MSFTRaymond James Brokerage Account ⇒ Microsoft Corporation (MSFT) [ST]	24.0%		$500K – $1M	Dividends
MSFTJohn Williams Rose RIRA ⇒ Microsoft Corporation (MSFT) [ST]	12.0%		$250K – $500K	Tax-Deferred
John Williams Rose RIRA ⇒ AB Relative Value Fund Class A M/F [MF]	2.4%		$50K – $100K	Tax-Deferred
BACJohn Williams Rose RIRA ⇒ Bank of America Corporation (BAC) [ST]	2.4%		$50K – $100K	Tax-Deferred
John Williams Rose RIRA ⇒ INVESCO Income Advantage U.S. Fund Class A [MF]	2.4%		$50K – $100K	Tax-Deferred
John Williams Rose RIRA ⇒ Massachusetts Investors Growth Stock Fund Class C M/F [MF]	2.4%		$50K – $100K	Tax-Deferred
John Williams Rose RIRA ⇒ Fidelity Advisor Small Cap Fund Class M M/F [MF]	1.0%		$15K – $50K	Tax-Deferred
Chelsea Brooke Rose IRA ⇒ JPMorgan Investor Growth Fund CL C M/F [MF]	1.0%	spouse	$15K – $50K	Tax-Deferred
John Williams Rose RIRA ⇒ Invesco EQV International Equity Fund Class A [MF]	1.0%		$15K – $50K	Tax-Deferred
John Williams Rose RIRA ⇒ MFS Growth Fund Class A M/F [MF]	1.0%		$15K – $50K	Tax-Deferred
John Williams Rose RIRA ⇒ MFS Mid Cap Growth Fund Class C M/F [MF]	1.0%		$15K – $50K	Tax-Deferred
John Williams Rose RIRA ⇒ Thornburg Small Mid Cap Core Fund [MF]	1.0%		$15K – $50K	Tax-Deferred
VOCJohn Williams Rose RIRA ⇒ VOC Energy Trust Units of Beneficial Interest (VOC) [ST]	0.26%		$1K – $15K	Tax-Deferred
COHRJohn Williams Rose RIRA ⇒ Coherent Corp. (COHR) [ST]	0.02%		$1 – $1K	Tax-Deferred
Rose Farm, 100% Interest [FA] cattle, corn, hay, soybeans, timber, tobacco, and wheat.	—		$5M – $25M	Farm Income
Smith Fork Ventures, Inc. Demand Note, Nashville, TN [DO]	—		$5M – $25M	Interest
Smith Fork Ventures, Inc., Nashville, TN, 92% Interest [OL] LLC. All of the Boson LLCs are disregarded entities for tax purposes.	—		$5M – $25M	K-1, S Corp Income
First Freedom Bancshares, Lebanon, TN Stock [PS]	—		$1M – $5M	Dividends
Citizens Bank, Carthage, TN Stock [PS]	—		$500K – $1M	Dividends
Sun Life Assurance Company Whole Life Policy [WU]	—		$500K – $1M	None
Tennesssee Farmers Life Insurance Co., Columbia, TN Stock [PS]	—		$250K – $500K	None
Farm Trust [RP]	—		$100K – $250K	None
John Rose for Tennessee Campaign Loan, Cookeville, TN [DO] interest is presently being charged.	—		$100K – $250K	None
John Williams Rose RIRA ⇒ FIMM Money Market (FNSXX) [BA]	—		$50K – $100K	Tax-Deferred
Anthem CityLine/Bay Capital Partners, LP, 1% Interest [OL] distributions from the LP. The K-1 from this LP reflects a net income loss for the year.	—		$50K – $100K	K-1, LP Income
Broad River/MP, LP, 1% Interest [OL] distributions from the LP. The K-1 from this LP reflects a loss for the year.	—		$50K – $100K	K-1, LP Income
Citizens Bank, Carthage, TN Accounts [BA]	—		$50K – $100K	Interest
First Farmers and Merchants Corp., Columbia, TN Stock [PS]	—		$50K – $100K	Dividends
First Freedom Bank, Lebanon, TN Account [BA]	—		$50K – $100K	Interest
Heyward/HK, LP, 1% Interest [OL] distributions from the LP. The K-1 from this LP reflects a lower net income for the year. This property was acquired through a 1031 tax deferred exchange during 2021 upon the sale of Hunter's Creek Apartments, LP and Lofts at Savannah Park.	—		$50K – $100K	K-1, LP Income
Tennessee Farmers Life Insurance Company Universal Life Policy [WU]	—		$50K – $100K	None
Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Azora at Cypress Ranch, 14% Interest [OL] to this property. Percent interest is percent of total partnership capital that is attributable to this property. The amount of income represents the aggregate distributions from the LP. The K-1 from this LP reflects a net income loss for the year.	—		$50K – $100K	K-1, LP Income
Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Brookleigh Flats, 15% Interest [OL] to this property. Percent interest is percent of total partnership capital that is attributable to this property. The amount of income represents the aggregate distributions from the LP. The K-1 from this LP reflects a net income loss for the year.	—		$50K – $100K	K-1, LP Income
CHIPS III AC, LP, 1% Interest [OL] the LP for all assets in the associated Asset Class. The K-1 from this LP reflects a net loss for the year.	—		$15K – $50K	Capital Gains, K-1, LP Income
First National Bank of Tennessee, Livingston, TN Accounts [BA]	—		$15K – $50K	Interest
Tennessee Farmers Assurance Co., Columbia, TN Stock [PS]	—		$15K – $50K	None
Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Avere Southside Quarter, 13% Interest [OL]	—		$15K – $50K	K-1, LP Income
Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Duet, 7% Interest [OL] to this property. Percent interest is percent of total partnership capital that is attributable to this property. The amount of income represents the aggregate distributions from the LP. The K-1 from this LP reflects a net income loss for the year.	—		$15K – $50K	K-1, LP Income

Showing 40 of 66 disclosed assets.

Committees

What they oversee — the context a trade is read against

Bills they sponsored

Legislation introduced under their own name, newest first

HR10478Armed Forces and National SecuritySep 17, 2026
Aid and Attendance Assistance for Veterans Act
Referred to the House Committee on Veterans' Affairs.
HR9876ImmigrationJul 22, 2026
BAN Act
Referred to the House Committee on the Judiciary.
HR7993International AffairsMar 19, 2026
Somaliland Economic Access and Opportunity Act
Referred to the House Committee on Financial Services.
HR7775Finance and Financial SectorMar 3, 2026
CDFI Fund Transparency Act
Referred to the House Committee on Financial Services.
HR6293Housing and Community DevelopmentNov 25, 2025
Housing Supply Expansion Act of 2025
Referred to the House Committee on Financial Services.
HRES892Government Operations and PoliticsNov 19, 2025
Authorizing the Speaker of the House of Representatives to initiate or intervene in civil actions on behalf of the House of Representatives regarding section 213 of title II of division C of the Continuing Appropriations, Agriculture, Legislative Branch, Military Construction and Veterans Affairs, and Extensions Act, 2026.
Referred to the Committee on Rules, and in addition to the Committee on House Administration, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
HR6040CongressNov 12, 2025
RESET Act
Referred to the House Committee on House Administration.
HRES803HealthOct 10, 2025
Urging the Director of the Food and Drug Administration to reevaluate the safety of all chemical abortion drugs in light of recent independent studies, and for other purposes.
Referred to the House Committee on Energy and Commerce.
HR2808Finance and Financial SectorApr 10, 2025
Homebuyers Privacy Protection Act
Became Public Law No: 119-36.
HR2885Finance and Financial SectorApr 10, 2025
Bank Loan Privacy Act
Referred to the House Committee on Financial Services.
HR2462Agriculture and FoodMar 27, 2025
Black Vulture Relief Act
Placed on the Union Calendar, Calendar No. 286.
HR2274LawMar 21, 2025
Court Shopping Deterrence Act
Referred to the House Committee on the Judiciary.

Campaign finance

Reported to the FEC, through Jun 30, 2026

Raised

$77.9K

Spent

$1M

Cash on hand

$45.3K

From PACs

$18K

committee contributions

Exact figures, unlike the trade amounts on this page — campaign finance is reported to the dollar, a STOCK Act filing only ever as a bracket. Covers John Rose's own campaign committee and not outside spending on their behalf.

Recent votes

What they actually did, with the date to read a trade against

Date	Measure	Question	Vote
Sep 16, 2026	S 2403	Retire through Ownership Act	Yea
Sep 16, 2026	H R 9497	Water Resources Development Act	Yea
Sep 16, 2026	H R 9340	Ratepayer Protection Act	Yea
Sep 16, 2026	H J RES 213	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection Agency relating to the “California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision”	Yea
Sep 16, 2026	H R 10326	PROOF Act	Yea
Sep 16, 2026	H R 9576	National Fraud Enforcement Division Act	Yea
Sep 16, 2026	H R 5334	An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other purposes	Yea
Sep 15, 2026	H CON RES 93	Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran	Nay
Sep 15, 2026	H J RES 210	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to “California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision”	Yea
Sep 15, 2026	H R 9500	Tax Relief for Fraud Victims Act	Yea

Most traded

By number of disclosed transactions

GOOGL2x · $3.4M CAT1x · $375K CLB1x · $8K CLR1x · $32.5K GOOG1x · $375K MSFT1x · $375K PNFP1x · $175K BAC1x · $375K

Disclosed transactions

24 in total, newest first

Asset		Amount	Traded	Filed	Note
I V D I P O C S * For the complete lis…	sellReduce	$1M – $5M	Jun 23, 2025	Jul 4, 2025 11 days later	JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX) * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Raymond James Brokerage Account (100% Interest) L: Nashville, TN, US D: John Williams Rose Brokerage Account. I P O Yes No C S
F S: New S O: Raymond James Brokerage A…	sellReduce	$15K – $50K	Jun 23, 2025	Jul 4, 2025 11 days later	FIMM MONEY MARKET PORT FUND INSTL CL M/M (FNSXX)
MSFT	sellReduce	$250K – $500K	Jun 3, 2025	Jul 4, 2025 31 days later	John Williams Rose Brokerage Account.
F S: New S O: Raymond James Brokerage A…	buyOpen	$1M – $5M	Jun 3, 2025	Jul 4, 2025 31 days later	JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX)
F S: New S O: Raymond James Brokerage A…	sellReduce	$500K – $1M	Jun 3, 2025	Jul 4, 2025 31 days later	AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (Symbol: SMCWX)
F S: New S O: Raymond James Brokerage A…	sellReduce	$500K – $1M	Jun 3, 2025	Jul 4, 2025 31 days later	AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (SMCWX)
F S: New S O: Raymond James Brokerage A…	sellReduce	$250K – $500K	Jun 3, 2025	Jul 4, 2025 31 days later	AMERICAN FUNDS INVESTMENT CO OF AMERICA FD CL A M/F (Symbol: AIVSX)
F S: New S O: Raymond James Brokerage A…	sellReduce	$500K – $1M	Jun 3, 2025	Jul 4, 2025 31 days later	—
F S: New S O: Raymond James Brokerage A…	sellReduce	$250K – $500K	Jun 3, 2025	Jul 4, 2025 31 days later	AMERICAN FUNDS EUPAC FUND CL A M/F (Symbol: AEPGX)
F S: New S O: Raymond James Brokerage A…	sellReduce	$250K – $500K	Jun 3, 2025	Jul 4, 2025 31 days later	AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FD CL A M/F (Symbol: CWGIX)
GOOG	sellReduce	$250K – $500K	Jun 3, 2025	Jul 4, 2025 31 days later	—
GOOGL	sellReduce	$1M – $5M	Jun 3, 2025	Jul 4, 2025 31 days later	—
American Funds AMCAP Fund Class A M/F […	sellReduce	$500K – $1M	Jun 3, 2025	Sep 12, 2026 466 days later	This Transaction was misidentified as a sale of AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (SMCWX) when it should have been identified as American Funds AMCAP Fund Class A M/F [MF} * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Raymond James Brokerage Account (100% Interest) L: Nashville, TN, US D: John Williams Rose Brokerage Account. I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. John W. Rose , 09/12/2026
GOOGL	sellReduce	$250K – $500K	Jun 3, 2025	Sep 12, 2026 466 days later	John Williams Rose Brokerage Account. I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. John W. Rose , 09/12/2026
CLR	sellReduce	$15K – $50K	Nov 29, 2022	Dec 30, 2022 31 days later	This transaction was a forced sale as the result of a cash tender offer. Gain over the 15+ year holding period exceeded $200 but is not taxable given the status of this account. * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx A C D John Williams Rose RIRA D: Raymond James Financial Services Roth IRA account. I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. John W. Rose , 12/30/2022
Tennessee Farmers Life Insurance Compan…	buyOpen	$50K – $100K	Sep 28, 2022	Oct 11, 2022 13 days later	Purchase of unregistered shares in a private treaty transaction. * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. John W. Rose , 10/11/2022
WFC	sellReduce	$100K – $250K	Nov 12, 2019	Dec 11, 2019 29 days later	—
PNFP	sellReduce	$100K – $250K	Nov 12, 2019	Dec 11, 2019 29 days later	—
Microsoft Corporation (MsFT) [sT] F s U…	sellReduce	$500K – $1M	Nov 12, 2019	Dec 11, 2019 29 days later	—
CLB	sellReduce	$1K – $15K	Nov 12, 2019	Dec 11, 2019 29 days later	—
CAT	sellReduce	$250K – $500K	Nov 12, 2019	Dec 11, 2019 29 days later	—
BAC	sellReduce	$250K – $500K	Nov 12, 2019	Dec 11, 2019 29 days later	—
Alphabet Inc. - Class C Capital stock (…	sellReduce	$100K – $250K	Nov 12, 2019	Dec 11, 2019 29 days later	—
Alphabet Inc. - Class A (googL) [sT] F …	sellReduce	$100K – $250K	Nov 12, 2019	Dec 11, 2019 29 days later	—

Source: the original filing