Andrew R. Garbarino
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/6/2026 — 14 assets, about $221.5K at the middle of each value range.
- MetLife Whole Life Insurance33.9%
- PennMutual Whole Life14.7%
- ADNCX · American Beacon ARK Transformational Innovation Fund - C Class (ADNCX)14.7%
- B · NYS Deferred Compensation Plan 457(b) T Rowe Price Retirement date 2040 Trust10.8%
- BMY · Bristol-Myers Squibb Company Common Stock (BMY)3.6%
- Other 9 assets22.2%
By type: Life Insurance 49% · Mutual Fund 22% · Stock 12% · Other 11% · Bank Deposit 7%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
MetLife Whole Life Insurance | Life Insurance | $50,001 - $100,000 | 33.9% | Self |
PennMutual Whole Life | Life Insurance | $15,001 - $50,000 | 14.7% | Self |
ADNCXAmerican Beacon ARK Transformational Innovation Fund - C Class (ADNCX)in Andrew Roth IRA | Mutual Fund | $15,001 - $50,000 | 14.7% | Self |
BNYS Deferred Compensation Plan 457(b) T Rowe Price Retirement date 2040 Trustin NYS Deferred Compensation Plan 457(b) | Other | ≈ $24.0K | 10.8% | Self |
BMYBristol-Myers Squibb Company Common Stock (BMY) | Stock | $1,001 - $15,000 | 3.6% | Self |
Capital One Bank Account | Bank Deposit | $1,001 - $15,000 | 3.6% | Self |
TD Bank Account | Bank Deposit | $1,001 - $15,000 | 3.6% | Self |
| Stock | $1,001 - $15,000 | 3.6% | Self | |
AGTHXThe Growth Fund of America Class A Shares (AGTHX)in Andrew Roth IRA | Mutual Fund | $1,001 - $15,000 | 3.6% | Self |
VMCCXVirtus KAR Mid-Cap Core Fund C (VMCCX)in Andrew Roth IRA | Mutual Fund | $1,001 - $15,000 | 3.6% | Self |
| Stock | $1,001 - $15,000 | 3.6% | Self | |
| Stock | $1 - $1,000 | 0.2% | Self | |
| Stock | $1 - $1,000 | 0.2% | Self | |
MDUMDU Resources Group, Inc. Common Stock (MDU)in Andrew Roth IRA | Stock | $1 - $1,000 | 0.2% | Self |
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out. 1 asset is valued "undetermined" and not counted.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 1 names across 1 purchases, $8.0K at the disclosed midpoints.
- TELL · Tellurian100.0%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
TELLTellurian | $8.0K | 100.0% | 2022-01-14 | Self |
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Every disclosed trade
3 rows. Sort any column; Source opens the filed PDF.