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Congress
Roger Williams
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
$24.93
ACGIX · 2026-10-09 · USD
Stock price change
+$1.72
+7.41% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$10.7K
As of 2026-10-09
Estimated gain / loss
+$741.06
+7.41%
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 |
|---|---|
| JRW Corporation ⇒ JRW Corporation & Affiliates [OL] | $50M – $50M |
| Personal Residence [RP] | $5M – $25M |
| Vestry Corporation ⇒ Hawk [OL] | $5M – $25M |
| Williams Chrysler Plymouth Dodge ⇒ Rental Property [RP] | $5M – $25M |
| Williams Chrysler Plymouth Dodge ⇒ Williams Chrysler Plymouth Dodge [OL] | $5M – $25M |
| LAKE HOUSE [RP] | $1M – $5M |
| MUSEUM COLLECTIBLES [CO] | $1M – $5M |
| Note Receivable - Williams Chrysler Dodge Jeep [DO] | $1M – $5M |
| Renzel Boulevard Car Wash ⇒ Renzel Boulevard Car Wash [OL] | $1M – $5M |
| Note Receivable - Vestry Corporation [DO] | $500K – $1M |
| Williams Irrevocable Life Insurance Trust ⇒ Williams Irrevocable Insurance Trust [OL] . | $250K – $500K |
| Personal Checking Account Legacy [BA] | $50K – $100K |
| Charles Schwab 4067 ⇒ Chevron Corporation Common Stock (CVX) [ST] | $50K – $100K |
| JRW Corporation ⇒ First Texas BHC, Inc. [PS] | $50K – $100K |
| Charles Schwab 8826 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | $15K – $50K |
| Charles Schwab 8826 ⇒ Schwab Emerging Markets Equity ETF (SCHE) [EF] | $15K – $50K |
| Charles Schwab 8826 ⇒ T. Rowe Price Summit Municipal Income Fund - I Class (PRIMX) [MF] | $15K – $50K |
| Charles Schwab 8826 ⇒ T. Rowe Price Tax-Free High Yield Fund - I Class (PTYIX) [MF] | $15K – $50K |
| Charles Schwab 4067 ⇒ Diamondback Energy, Inc. - Common Stock (FANG) [ST] | $15K – $50K |
| Charles Schwab 8826 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $15K – $50K |
| Charles Schwab 8826 ⇒ Chevron Corporation Common Stock (CVX) [ST] | $15K – $50K |
| Williams Irrevocable Life Insurance Trust ⇒ Williams Family Irrevocable Trust [OL] | $15K – $50K |
| Charles Schwab 8826 ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF] | $15K – $50K |
| Jack Williams Chevrolet ⇒ 500 Main/Williams GP [OL] | $1K – $15K |
| Charles Schwab 8826 ⇒ Procter & Gamble Company (PG) [ST] | $1K – $15K |
| Charles Schwab 8826 ⇒ | $1K – $15K |
| Charles Schwab 8826 ⇒ Stellantis N.V. Common Shares (STLA) [ST] | $1K – $15K |
| Charles Schwab 8826 ⇒ Vanguard FTSE All-Wld ex-US SmCp Idx ETF (VSS) [EF] | $1K – $15K |
| Pedernales Electric Cooperative [OT] | $1K – $15K |
| Charles Schwab 4067 ⇒ EA Series Trust Alpha Architect 1-3 Month Box ETF (BOXX) [EF] | $1K – $15K |
| Charles Schwab 8826 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | $1K – $15K |
| Charles Schwab 8826 ⇒ American Funds Fundamental Investors - Class F-3 (FUNFX) [MF] | $1K – $15K |
| Charles Schwab 8826 ⇒ Caney Creek Texas 2.124% GO Muni Bonds [OT] | $1K – $15K |
| Charles Schwab 8826 ⇒ Dimensional ETF Trust Dimensional US Small Cap Value ETF (DFSV) [EF] | $1K – $15K |
| Charles Schwab 8826 ⇒ EA Series Trust Alpha Architect 1-3 Month Box ETF | $1K – $15K |
| Charles Schwab 8826 ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | $1K – $15K |
| Charles Schwab 8826 ⇒ Invesco Comstock Fund (ICSFX) [MF] | $1K – $15K |
| Charles Schwab 8826 ⇒ Invesco Growth & Income Fund Class A (ACGIX) [MF] | $1K – $15K |
| Charles Schwab 8826 ⇒ iShares MSCI EAFE Growth ETF (EFG) [EF] | $1K – $15K |
| Charles Schwab 8826 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $1K – $15K |
| Charles Schwab 8826 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | $1K – $15K |
| Charles Schwab 8826 ⇒ MFS Growth Fund Class R6 (MFEKX) [MF] | $1K – $15K |
| Charles Schwab 8826 ⇒ iShares MSCI EAFE Value ETF (EFV) [EF] | $1K – $15K |
| Charles Schwab 8826 ⇒ Vanguard Small-Cap Growth ETF (VBK) [EF] | $1K – $15K |
| Charles Schwab 8826 ⇒ Vanguard Small-Cap Value ETF (VBR) [EF] | $1K – $15K |
| Charles Schwab 8826 ⇒ Vanguard Mid-Cap ETF (VO) [EF] | $1K – $15K |
| Charles Schwab 8826 ⇒ Vanguard Value ETF (VTV) [EF] | $1K – $15K |
| Charles Schwab 8826 ⇒ Vanguard Growth ETF (VUG) [EF] | $1K – $15K |
| JRW II, LLC [OL] | $1 – $1K |
| Charles Schwab 8826 ⇒ Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST] | $1 – $1K |
| Charles Schwab 8826 ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | $1 – $1K |
| Personal Checking Account Legacy [BA] | $1 – $1K |
| Charles Schwab 4067 ⇒ Schwab Premier Bank [BA] | $1 – $1K |
| Jack Williams Chevrolet ⇒ Jack Williams Chevrolet, Inc. [OL] | $1 – $1K |
| Vestry Corporation ⇒ Vestry Corporation [OL] | $1 – $1K |
| Jack Williams Chevrolet ⇒ | Not specified |
| 500 Main/Williams, Ltd. [OL] | Not specified |
| Charles Schwab 8826 ⇒ Invesco EQV International Equity Fund Class A (AIIEX) [MF] | Not specified |