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Congress
John Rose
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.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$54.32
BAC · 2026-10-09 · USD
Stock price change
+$5.46
+11.17% over the displayed dates
Chart dates
2025-10-13 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 13, 2025Oct 9, 2026
Starting investment
$10K
2025-10-13 · hypothetical
Investment value
$11.1K
As of 2026-10-09
Estimated gain / loss
+$1,117.48
+11.17%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Rose Farm, 100% Interest [FA] cattle, corn, hay, soybeans, timber, tobacco, and wheat. | $5M – $25M |
| Smith Fork Ventures, Inc. Demand Note, Nashville, TN [DO] | $5M – $25M |
| Smith Fork Ventures, Inc., Nashville, TN, 92% Interest [OL] LLC. All of the Boson LLCs are disregarded entities for tax purposes. | $5M – $25M |
| First Freedom Bancshares, Lebanon, TN Stock [PS] | $1M – $5M |
| Citizens Bank, Carthage, TN Stock [PS] | $500K – $1M |
| Sun Life Assurance Company Whole Life Policy [WU] | $500K – $1M |
| Boson Holdings, LLC 401K Plan ⇒ American Funds 2030 TRGT Date Retire R2E RBEEX [MF] | $500K – $1M |
| Raymond James Brokerage Account ⇒ Growth Fund of America Class A-American Funds M/F [MF] | $500K – $1M |
| Raymond James Brokerage Account ⇒ Microsoft Corporation (MSFT) [ST] | $500K – $1M |
| Tennesssee Farmers Life Insurance Co., Columbia, TN Stock [PS] | $250K – $500K |
| John Williams Rose RIRA ⇒ Microsoft Corporation (MSFT) [ST] | $250K – $500K |
| Farm Trust [RP] | $100K – $250K |
| John Rose for Tennessee Campaign Loan, Cookeville, TN [DO] interest is presently being charged. | $100K – $250K |
| John Williams Rose RIRA ⇒ FIMM Money Market (FNSXX) [BA] | $50K – $100K |
| 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 |
| 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 |
| Citizens Bank, Carthage, TN Accounts [BA] | $50K – $100K |
| First Farmers and Merchants Corp., Columbia, TN Stock [PS] | $50K – $100K |
| First Freedom Bank, Lebanon, TN Account [BA] | $50K – $100K |
| 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 |
| Tennessee Farmers Life Insurance Company Universal Life Policy [WU] | $50K – $100K |
| 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 |
| 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 |
| John Williams Rose RIRA ⇒ AB Relative Value Fund Class A M/F [MF] | $50K – $100K |
| John Williams Rose RIRA ⇒ Bank of America Corporation (BAC) [ST] | $50K – $100K |
| John Williams Rose RIRA ⇒ INVESCO Income Advantage U.S. Fund Class A [MF] | $50K – $100K |
| John Williams Rose RIRA ⇒ Massachusetts Investors Growth Stock Fund Class C M/F [MF] | $50K – $100K |
| 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 |
| First National Bank of Tennessee, Livingston, TN Accounts [BA] | $15K – $50K |
| John Williams Rose RIRA ⇒ Fidelity Advisor Small Cap Fund Class M M/F [MF] | $15K – $50K |
| Tennessee Farmers Assurance Co., Columbia, TN Stock [PS] | $15K – $50K |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Avere Southside Quarter, 13% Interest [OL] | $15K – $50K |
| 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 |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Gibson Flowery Branch, 8% 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 |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Latitude at Presidio, 12% 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 |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ | $15K – $50K |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ The Collins, 8% 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 |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ The Edge, 9% 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 |
| Chelsea Brooke Rose IRA ⇒ JPMorgan Investor Growth Fund CL C M/F [MF] | $15K – $50K |
| John Williams Rose RIRA ⇒ Invesco EQV International Equity Fund Class A [MF] | $15K – $50K |
| John Williams Rose RIRA ⇒ MFS Growth Fund Class A M/F [MF] | $15K – $50K |
| John Williams Rose RIRA ⇒ MFS Mid Cap Growth Fund Class C M/F [MF] | $15K – $50K |
| John Williams Rose RIRA ⇒ Thornburg Small Mid Cap Core Fund [MF] | $15K – $50K |
| Raymond James Brokerage Account ⇒ Raymond James Client Interest Program [BA] | $15K – $50K |
| Nationwide Life Insurance Whole Life Policy [WU] | $1K – $15K |
| Pavilion Land Partnership, LP, 1% Interest [OL] The K-1 from this LP reflects no net income for the year. | $1K – $15K |
| Pinnacle National Bank, Nashville, TN Account [BA] | $1K – $15K |
| Tennessee Farmers Life Insurance Company Fixed Annuity [FN] | $1K – $15K |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Note 16, 4% 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. | $1K – $15K |
| CHIPS III AC, LP ⇒ Anthem CityLine, 33% Interest [OL] is percent of total partnership capital that is attributable to this property. | $1K – $15K |
| CHIPS III AC, LP ⇒ Parc at Broad River, 36% Interest [OL] is percent of total partnership capital that is attributable to this property. | $1K – $15K |
| CHIPS III AC, LP ⇒ Whitepalm, 30% Interest [OL] is percent of total partnership capital that is attributable to this property. | $1K – $15K |
| John Williams Rose RIRA ⇒ Raymond James Bank Deposit Program [BA] | $1K – $15K |
| John Williams Rose RIRA ⇒ VOC Energy Trust Units of Beneficial Interest (VOC) [ST] | $1K – $15K |
| Chelsea Brooke Rose IRA ⇒ Raymond James Bank Deposit Program [BA] | $1 – $1K |
| John Williams Rose RIRA ⇒ Coherent Corp. (COHR) [ST] | $1 – $1K |
| The Artessa, 11% 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. | Not specified |
| Raymond James Brokerage Account ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | Not specified |
| Raymond James Brokerage Account ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not specified |
| Raymond James Brokerage Account ⇒ AMCAP Fund Class A-American Funds M/F [MF] | Not specified |
| Raymond James Brokerage Account ⇒ Capital World Growth & Income Fund Class A-American FD M/F [MF] | Not specified |
| Raymond James Brokerage Account ⇒ Europacific Growth Fund Class A-American Funds M/F [MF] | Not specified |
| Raymond James Brokerage Account ⇒ FIMM Money Market (FNSXX) [BA] [BA] | Not specified |
| Raymond James Brokerage Account ⇒ Investment Company of America Class A-American Funds M/F [MF] | Not specified |
| Raymond James Brokerage Account ⇒ JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX) TDL: 006682076|4|N|4812C [GS] | Not specified |
| Raymond James Brokerage Account ⇒ Smallcap World Fund Class A-American Funds M/F [MF] . | Not specified |