Which properties and asset lines are listed on Bernie Sanders’ 2024 Senate financial disclosure PDF (itemized transcription)?
Executive summary
The publicly filed 2024 Senate financial disclosure for Senator Bernie Sanders lists a mix of bank accounts, retirement/annuity vehicles, mutual funds and royalty income, but the publicly available reporting in the provided sources does not include a fully verbatim, line‑by‑line transcription of every asset in the PDF; available summaries and secondary parses identify specific account lines and income categories [1] [2] [3]. Reporting and disclosure guidance confirm the form records asset types as named lines and value ranges rather than exact figures, and that underlying retirement assets and mutual funds must be reported individually [4] [5].
1. What the official 2024 disclosure format requires and why that matters
The Senate’s Financial Disclosure form for calendar year 2024 requires filers to list asset names, value ranges, and income types and amounts, and explicitly instructs senators to identify each underlying asset in retirement accounts and similar pooled holdings, which shapes how Sanders’s holdings appear on the form [4] [5]. That structural rule explains why earlier Sanders filings have typically shown assets as categories and ranges (for example, mutual funds and bank accounts under his wife’s name) rather than precise dollar figures in public summaries [6].
2. Which asset lines reporters have identified in Sanders’s 2024 filing
Secondary parsers and contemporary reporting identify multiple named account lines on Sanders’s 2024 disclosure, including high‑level banking and annuity accounts; Quiver Quant’s parsed summary lists “North Country Federal Credit Union” (up to $250,000), a VALIC Fixed Account Plus (up to $250,000), U.S. Federal Credit Union and U.S. Senate Federal Credit Union accounts (each up to $100,000), and a TIAA Traditional Annuity (up to $100,000) among disclosed holdings [2]. Business Insider’s reporting on 2024 Senate disclosures highlights that Sanders reported $148,750 in book royalties for 2024, indicating a distinct income line for royalties on the same set of filings journalists used to summarize senators’ outside earnings [3].
3. What the primary PDF source shows and the limits of available reporting
The provided link to the 2024 PDF (hosted in the Snopes media mirror) indicates the document is the senator’s official filing but the snippet and secondary sources in the record do not supply a complete itemized transcript that can be quoted verbatim here; therefore conclusions must rely on the official form’s presence plus independent parses and press summaries rather than a full, line‑by‑line reproduction from the PDF itself [1]. Because official Senate disclosure practice lists assets in ranges and often places mutual funds or accounts in a spouse’s name, public summaries can understate the granular make‑up of each line without access to the full filed document text in this dataset [4] [6].
4. Income lines: royalties and other reportable receipts
Contemporary press coverage based on the 2024 disclosures identifies book royalties as a notable income line for Sanders—Business Insider reports $148,750 in book royalties for 2024—confirming that the filing separates royalty income from asset holdings [3]. Past disclosures and reporting have also separated royalty income from bank and retirement holdings; press coverage of Sanders’s earlier disclosures shows royalties and advances have materially affected his annual income and therefore appear as distinct reportable lines on these Senate forms [6] [7].
5. Cross‑checks, alternative takes, and what remains unverified
Third‑party trackers like Quiver Quant present parsed asset lines that are consistent with the disclosure format but are themselves secondary reconstructions and may aggregate ranges into single entries [2]; financial‑transparency advocates and news outlets caution that the public view of a senator’s wealth rests on ranges and named account types rather than exact balances [4] [5]. The dataset provided does not include a fully transcribed, verified, item‑by‑item text of the PDF’s asset table, so while multiple sources identify specific account names and an explicit royalty income line, a verbatim itemized transcription of every line in Sanders’s 2024 disclosure cannot be produced from the supplied materials [1] [2] [3].
6. Bottom line
Available reporting and parsers indicate Sanders’s 2024 Senate financial disclosure lists bank accounts (including regional credit union accounts), retirement/annuity vehicles (TIAA, VALIC), and standard congressional disclosure income lines such as book royalties, with asset values reported as ranges per disclosure rules; a complete, exact line‑by‑line transcription of every property and asset line in the PDF is not present in the provided sources and therefore cannot be reproduced here verbatim [1] [2] [3] [4].