Congress
Jake Ellzey
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
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Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| FirstBank Southwest Certificates of Deposit [BA] | $1M – $5M |
| First Perryton Bancorp, Inc. [PS] | $500K – $1M |
| Southwest Airlines Pilots Association Retirement Savings Plan ⇒ American Funds 2035 Target Date Retirement Fd Cl R-6 (RFFTX) [MF] . | $250K – $500K |
| Third Coast Bank Certificate of Deposit [BA] | $100K – $250K |
| Ellis Family Trust ⇒ FirstBank Southwest Money Market Account [BA] | $100K – $250K |
| Southwest Airlines Co. Retirement Savings Plan ⇒ Vanguard Target Retirement 2035 Fund (VTTHX) [MF] | $100K – $250K |
| Navy Federal Credit Union Checking Account [BA] | $50K – $100K |
| Navy Federal Credit Union Savings Account [BA] | $50K – $100K |
| Victory Funds Age-Based Option 14-15: Conservative Portfolio [5F] C: Child 2 | $50K – $100K |
| Victory Funds Age-Based Option 16-17: Very Conservative Portfolio [5F] C: Child 1 | $50K – $100K |
| John K. Ellzey Beneficiary IRA ⇒ Frost Total Return Bond Fund Investor Class Shares (FATRX) [MF] | $50K – $100K |
| John K. Ellzey Beneficiary IRA ⇒ MFS Value Fund Class R6 (MEIKX) [MF] | $50K – $100K |
| Global Life Insurance #9920 [WU] | $15K – $50K |
| Liberty National Life Insurance #9707 [WU] | $15K – $50K |
| Ochiltree County Farmland #7 [FA] | $15K – $50K |
| Oil, gas, and mineral rights [MO] | $15K – $50K |
| Fidelity Roth IRA ⇒ Fidelity Advisor Mid Cap II Fund [MF] | $15K – $50K |
| Fidelity Roth IRA ⇒ Fidelity Advisor New Insights Fund [MF] | $15K – $50K |
| Fidelity Roth IRA ⇒ Fidelity Advisor Small Cap Fund [MF] | $15K – $50K |
| Fidelity Roth IRA ⇒ Fidelity Advisory Equity Dividend Income Fund (FIAVX Mutual Fund) [OT] | $15K – $50K |
| John K. Ellzey Beneficiary IRA ⇒ Artisan High Income Fund Investor Shares (ARTFX) [MF] | $15K – $50K |
| John K. Ellzey Beneficiary IRA ⇒ Cohen & Steers Institutional Realty Shs Inc (CSRIX) [MF] | $15K – $50K |
| John K. Ellzey Beneficiary IRA ⇒ DFA Intermediate Term Extended Quality Ptf (DFTEX) [MF] | $15K – $50K |
| John K. Ellzey Beneficiary IRA ⇒ | $15K – $50K |
| John K. Ellzey Beneficiary IRA ⇒ Emerging Markets Core Equity 2 Portfolio (DFCEX) [MF] | $15K – $50K |
| John K. Ellzey Beneficiary IRA ⇒ Federated Money Market Fund #117 [BA] | $15K – $50K |
| John K. Ellzey Beneficiary IRA ⇒ Frost Core Growth Equity Fund Insti Class (FICEX) [MF] | $15K – $50K |
| John K. Ellzey Beneficiary IRA ⇒ International Core Equity 2 Portfolio (DFIEX) [MF] | $15K – $50K |
| John K. Ellzey Beneficiary IRA ⇒ Nuveen Large Cap Growth Index Fund R6 (TILIX) [MF] | $15K – $50K |
| John K. Ellzey Beneficiary IRA ⇒ The Hartford World Bond Fd Cl I (HWDIX) [MF] | $15K – $50K |
| John K. Ellzey Beneficiary IRA ⇒ Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) [MF] | $15K – $50K |
| John K. Ellzey Beneficiary IRA ⇒ Vanguard Small Cap Index Fd Admiral Shs (VSMAX) [MF] | $15K – $50K |
| Franklin Mutual Shares Fund - Class A [MF] | $1K – $15K |
| Liberty National Life Insurance #1475 [WU] | $1K – $15K |
| Liberty National Life Insurance #3807 [WU] | $1K – $15K |
| Liberty National Life Insurance #5655 [WU] | $1K – $15K |
| Liberty National Life Insurance #5901 [WU] | $1K – $15K |
| Liberty National Life Insurance #6728 [WU] | $1K – $15K |
| Liberty National Life Insurance #7701 [WU] | $1K – $15K |
| Navy Mutual Permanent "Plus" [WU] | $1K – $15K |
| Ochiltree County Farmland #1 [FA] | $1K – $15K |
| Ochiltree County farmland #10 [RP] | $1K – $15K |
| Ochiltree County farmland #11 [RP] | $1K – $15K |
| Ochiltree County farmland #12 [RP] | $1K – $15K |
| Ochiltree County Farmland #2 [FA] | $1K – $15K |
| Ochiltree County Farmland #3 [FA] | $1K – $15K |
| Ochiltree County Farmland #4 [FA] | $1K – $15K |
| Ochiltree County Farmland #5 [FA] | $1K – $15K |
| Ochiltree County Farmland #6 [FA] | $1K – $15K |
| Ochiltree County farmland #8 [FA] | $1K – $15K |
| Ochiltree County farmland #9 [RP] | $1K – $15K |
| TransPremier Life Insurance #6922 [WU] | $1K – $15K |
| TransPremier Life Insurance #8466 [WU] | $1K – $15K |
| TransPremier Life Insurance #8467 [WU] | $1K – $15K |
| Ellis Family Trust ⇒ FirstBank Southwest Checking Account [BA] | $1K – $15K |
| Fidelity Roth IRA ⇒ Fidelity Advisor International Discovery [MF] | $1K – $15K |
| Fidelity Government Income [MF] | $1 – $1K |
| Liberty National Life Insurance #3040 [WU] | $1 – $1K |
| Fidelity Roth IRA ⇒ Fidelity Advisor Government Income [MF] | $1 – $1K |
| Fidelity Roth IRA ⇒ Fidelity Advisor Strategic Income Fund [MF] | $1 – $1K |