Mitt Romney

Former senator · UT · Republican

No published transactions from periodic transaction reports since 2020. Holdings from 7 annual reports are below.

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2023 report.

146 assets with a value on the report filed 2024-08-12, 2 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

Asset	Type	Owner	Value (as filed)
Goldman Sachs Bank Deposit	Other	Member	None (or less than $1,001)
Goldman Sachs Bank Deposit	Other	Member	$50,001 - $100,000
Goldman Sachs Short Duration Income Fund Class P	Fund	Member	$5,000,001 - $25,000,000
Goldman Sachs Short Duration Government Fund Class	Fund	Member	$5,000,001 - $25,000,000
Goldman Sachs Short Duration Tax-Free Fund Class P	Fund	Member	$5,000,001 - $25,000,000
Goldman Sachs High Yield Floating Rate Fund Class	Fund	Member	$1,000,001 - $5,000,000
Goldman Sachs High Yield Municipal Fund Class P	Fund	Member	$1,000,001 - $5,000,000
iShares Russell 1000 Growth ETF	Fund	Member	$1,000,001 - $5,000,000
iShares Russell 1000 Value ETF	Fund	Member	$1,000,001 - $5,000,000
Goldman Sachs Small/Mid Cap Growth Fund Class P	Fund	Member	$500,001 - $1,000,000
SPYSPDR S&P 500 ETF	Fund	Member	$5,000,001 - $25,000,000
Invesco Senior Loan ETF	Fund	Member	None (or less than $1,001)
WisdomTree Europe Hedged Equity Fund	Fund	Member	$1,000,001 - $5,000,000
Goldman Sachs Emerging Markets Equity Fund Class P	Fund	Member	$500,001 - $1,000,000
iShares MSCI ACWI ex U.S. ETF	Fund	Member	$1,000,001 - $5,000,000
iShares Russell 2000 ETF	Fund	Member	$500,001 - $1,000,000
Goldman Sachs Clean Energy Income Fund Class P S	Fund	Member	None (or less than $1,001)
Goldman Sachs Inflation Protected Securities Fun	Fund	Member	$1,000,001 - $5,000,000
Goldman Sachs Strategic International Equity Fun	Fund	Member	$1,000,001 - $5,000,000
Bank of Nova Scotia Structured Note Upside Levered Capped due 2/23/2023, linked to GSPINFL2	Bond	Member	None (or less than $1,001)
Vaneck High Yield Muni ETF	Fund	Member	None (or less than $1,001)
Goldman Sachs Energy Infrastructure Fund Class P	Fund	Member	$1,000,001 - $5,000,000
Goldman Sachs Bank Deposit	Other	Member	None (or less than $1,001)
Goldman Sachs Bank Deposit	Other	Member	$250,001 - $500,000
Goldman Sachs Short Duration Income Fund Class P	Fund	Member	$5,000,001 - $25,000,000
Goldman Sachs Short Duration Government Fund Class	Fund	Member	$5,000,001 - $25,000,000
Goldman Sachs High Yield Floating Rate Fund Class	Fund	Member	$1,000,001 - $5,000,000
iShares Russell 1000 Growth ETF	Fund	Member	$5,000,001 - $25,000,000
iShares Russell 1000 Value ETF	Fund	Member	$5,000,001 - $25,000,000
Goldman Sachs Small/Mid Cap Growth Fund Class P	Fund	Member	$1,000,001 - $5,000,000
Goldman Sachs Small Cap Value Insights Fund Class	Fund	Member	$1,000,001 - $5,000,000
SPYSPDR S&P 500 ETF	Fund	Member	$5,000,001 - $25,000,000
Goldman Sachs International Equity Insights Fund C	Fund	Member	$1,000,001 - $5,000,000
WisdomTree Europe Hedged Equity Fund	Fund	Member	$1,000,001 - $5,000,000
Goldman Sachs Emerging Markets Equity Fund Class P	Fund	Member	$1,000,001 - $5,000,000
iShares MSCI ACWI ex U.S. ETF	Fund	Member	$1,000,001 - $5,000,000
Goldman Sachs MLP Energy Infrastructure Fund Class	Fund	Member	$1,000,001 - $5,000,000
Goldman Sachs Inflation Protected Securities Fun	Fund	Member	$250,001 - $500,000
Goldman Sachs Bank Deposit	Other	Spouse	$50,001 - $100,000
Goldman Sachs Short Duration Income Fund Class P	Fund	Spouse	Over $1,000,000 and held independently by spouse or dependent child
Goldman Sachs Short Duration Government Fund Class	Fund	Spouse	Over $1,000,000 and held independently by spouse or dependent child
Goldman Sachs Short Duration Tax-Free Fund Class P	Fund	Spouse	Over $1,000,000 and held independently by spouse or dependent child
Goldman Sachs High Yield Floating Rate Fund Class	Fund	Spouse	$250,001 - $500,000
Goldman Sachs High Yield Municipal Fund Class P	Fund	Spouse	$100,001 - $250,000
iShares Russell 1000 Growth ETF	Fund	Spouse	Over $1,000,000 and held independently by spouse or dependent child
iShares Russell 1000 Value ETF	Fund	Spouse	Over $1,000,000 and held independently by spouse or dependent child
Goldman Sachs Small/Mid Cap Growth Fund Class P	Fund	Spouse	$500,001 - $1,000,000
SPDR S&P Bank ETF	Fund	Spouse	$500,001 - $1,000,000
SPYSPDR S&P 500 ETF	Fund	Spouse	Over $1,000,000 and held independently by spouse or dependent child
Goldman Sachs International Equity Insights Fund C	Fund	Spouse	$500,001 - $1,000,000
WisdomTree Europe Hedged Equity Fund	Fund	Spouse	Over $1,000,000 and held independently by spouse or dependent child
Goldman Sachs Emerging Markets Equity Fund Class P	Fund	Spouse	$250,001 - $500,000
iShares MSCI ACWI ex U.S. ETF	Fund	Spouse	Over $1,000,000 and held independently by spouse or dependent child
iShares Russell 2000 ETF	Fund	Spouse	$500,001 - $1,000,000
Goldman Sachs Clean Energy Income Fund Class P S	Fund	Spouse	None (or less than $1,001)
Goldman Sachs Inflation Protected Securities Fun	Fund	Spouse	$500,001 - $1,000,000
Invesco Senior Loan ETF	Fund	Spouse	None (or less than $1,001)
VanEck ETF Trust VanEck High Yield Muni ETF	Fund	Spouse	None (or less than $1,001)
WHITEHALL STREET GLOBAL REAL ESTATE LIMITED PARTNERSHIP 2007	Other	Spouse	None (or less than $1,001)
Goldman Sachs Bank Deposit	Other	Spouse	None (or less than $1,001)
Solamere Founders Fund I, LP	Other	Spouse	Over $1,000,000 and held independently by spouse or dependent child
Solamere Capital Fund II, LP	Other	Spouse	Over $1,000,000 and held independently by spouse or dependent child
Solamere Capital Fund III, LP	Other	Spouse	Over $1,000,000 and held independently by spouse or dependent child
Solamere Capital AF III, LP	Other	Spouse	Over $1,000,000 and held independently by spouse or dependent child
SV-SC Investments, LLC	Other	Spouse	Over $1,000,000 and held independently by spouse or dependent child
Solamere Group Hedge Investments, LLC	Other	Spouse	Over $1,000,000 and held independently by spouse or dependent child
GGC Investment Annex Fund II, L.P.	Other	Spouse	None (or less than $1,001)
GGC Investment Fund II, L.P.	Other	Spouse	$1,001 - $15,000
GGC Investment Fund II-A, L.P.	Other	Spouse	None (or less than $1,001)
GGC Investments II (BVI), L.P.	Other	Spouse	$1,001 - $15,000
Golden Gate Capital Opportunity Fund, LP	Other	Spouse	Over $1,000,000 and held independently by spouse or dependent child
GGC Neustar Investors, LP	Other	Spouse	None (or less than $1,001)
The D3 Family Bulldog Fund, LP	Other	Spouse	Over $1,000,000 and held independently by spouse or dependent child
Bain Capital Fund VI	Other	Spouse	None (or less than $1,001)
Bain Capital Fund VII	Other	Spouse	Over $1,000,000 and held independently by spouse or dependent child
Bain Capital VII Coinvestment Fund	Other	Spouse	$250,001 - $500,000
Bain Capital Fund VII-E	Other	Spouse	None (or less than $1,001)
Bain Capital Fund VIII	Other	Spouse	$100,001 - $250,000
Bain Capital Fund VIII-E	Other	Spouse	$15,001 - $50,000
Bain Capital Fund X	Other	Spouse	$250,001 - $500,000
Bain Capital Asia Fund	Other	Spouse	None (or less than $1,001)
Bain Capital Europe Fund III	Other	Spouse	$1,001 - $15,000
Bain Capital Venture Fund 2001	Other	Spouse	None (or less than $1,001)
Bain Capital Venture Fund 2005	Other	Spouse	$15,001 - $50,000
Bain Capital Venture Fund 2007	Other	Spouse	$100,001 - $250,000
Brookside Capital Partners Fund	Other	Spouse	None (or less than $1,001)
Prospect Harbor Credit Partners	Other	Spouse	$1,001 - $15,000
Sankaty Beacon Investment Partners, LP	Other	Spouse	$1,001 - $15,000
Sankaty High Yield Asset Grantor Trust	Other	Spouse	None (or less than $1,001)
Sankaty High Yield Partners III Grantor Trust	Other	Spouse	$15,001 - $50,000
Sankaty Special Situations I Grantor Trust	Other	Spouse	None (or less than $1,001)
111 Capital Grantor Trust	Other	Spouse	$1,001 - $15,000
BCIP Associates II Epoch	Other	Spouse	None (or less than $1,001)
BCIP Associates III	Other	Spouse	Over $1,000,000 and held independently by spouse or dependent child
BCIP Associates IV	Other	Spouse	None (or less than $1,001)
BCIP Venture Associates	Other	Spouse	None (or less than $1,001)
Sankaty Advisors, Inc.	Stock	Spouse	None (or less than $1,001)
Goldman Sachs Energy Infrastructure Fund Class P	Fund	Spouse	Over $1,000,000 and held independently by spouse or dependent child
Goldman Sachs Bank Deposit	Other	Spouse	None (or less than $1,001)
Solamere MD Holdings, LLC	Other	Spouse	$15,001 - $50,000
Bain Capital IX Coinvestment Fund	Other	Spouse	None (or less than $1,001)
GGC Investments II-A Adjunct (BVI) L.P.	Other	Spouse	None (or less than $1,001)
Bain Capital Fund IX	Other	Spouse	$50,001 - $100,000
Sankaty Credit Opportunities Grantor Trust	Other	Spouse	None (or less than $1,001)
BCIP Associates	Other	Spouse	None (or less than $1,001)
GGC Investments II LLC	Other	Spouse	None (or less than $1,001)
Solamere Series IV Flagship Fund, LP	Other	Spouse	Over $1,000,000 and held independently by spouse or dependent child
Solamere Series IV Leaders Fund, LP	Other	Spouse	Over $1,000,000 and held independently by spouse or dependent child
Amount owed to the filer (debtor not shown)	Other	Spouse	$100,001 - $250,000
Gold Bullion	Other	Member	$250,001 - $500,000
Apartment Building	Other	Member	$500,001 - $1,000,000
Bank of America	Other	Joint	$500,001 - $1,000,000
Edgewood Growth Fund Insti	Fund	Member	$15,001 - $50,000
Vanguard 500 Index Fd Admiral Shs	Fund	Member	$15,001 - $50,000
Artisan International Value Fd Insti Shs	Fund	Member	$15,001 - $50,000
WCM Focused International Growth Fund Insti Cl	Fund	Member	$1,001 - $15,000
Driehaus Emerging Markets Growth Fund Institutio	Fund	Member	$1,001 - $15,000
Metropolitan West Total Return Bond Fd Plan Cl S	Fund	Member	$15,001 - $50,000
Neuberger Berman Core Bond Institutional Class	Fund	Member	$15,001 - $50,000
Federated Hermes Treasury	Other	Member	$1,001 - $15,000
Artisan International Small-Mid Fund - Instituti	Fund	Member	$1,001 - $15,000
Jpmorgan Hedged Equity Fund I Class	Fund	Member	$1,001 - $15,000
Gqg Partners US Select Quality Equity Fund Insti	Fund	Member	$15,001 - $50,000
Fpa Queens Road Small Cap Value Fund Institution	Fund	Member	$1,001 - $15,000
Vanguard Small-Cap Value Index Fd Admiral	Fund	Member	None (or less than $1,001)
Vanguard Wellesley Income Fund Admiral Shares	Fund	Member	None (or less than $1,001)
Cohen & Steers Institutional Realty Shs Inc	Fund	Member	$1,001 - $15,000
Vanguard Value Index Fd Admiral Shs	Fund	Member	$15,001 - $50,000
US Treasury Bill dtd 11/3/2022, due 11/2/2023	Bond	Member	None (or less than $1,001)
US Treasury Note dtd 4/30/2022, due 4/30/2024	Bond	Member	$15,001 - $50,000
US Treasury Note dtd 5/31/2023, due 5/31/25	Bond	Member	$1,001 - $15,000
US Treasury Note dtd 3/15/2023, due 3/15/26	Bond	Member	$1,001 - $15,000
Vantage 2 LLC	Other	Spouse	$100,001 - $250,000
Rob Rom LLC	Other	Spouse	$15,001 - $50,000
Brookside Capital Partners Fund	Other	Member	None (or less than $1,001)
Prospect Harbor Credit Partners	Other	Member	None (or less than $1,001)
Sankaty High Yield Asset Grantor Trust	Other	Member	None (or less than $1,001)
Sankaty High Yield Partners II Grantor Trust	Other	Member	$1,001 - $15,000
Sankaty Credit Opportunities II	Other	Member	None (or less than $1,001)
Sankaty Credit Opportunities III	Other	Member	None (or less than $1,001)
Sankaty Credit Opportunities IV	Other	Member	None (or less than $1,001)
111 Capital Grantor Trust	Other	Member	None (or less than $1,001)
BCIP Trust Associates III	Other	Member	$500,001 - $1,000,000
Sankaty Special Situations I Grantor Trust	Other	Member	None (or less than $1,001)
METMetlife Inc	Stock	Member	$50,001 - $100,000
BHFBrighthouse Financial Inc	Stock	Member	$1,001 - $15,000

How reports are read: holdings methodology.