Roger Williams
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/11/2026 — 52 assets, about $124.6M at the middle of each value range.
- JRW Corporation & Affiliates40.1%
- Personal Residence12.0%
- Hawk12.0%
- Rental Property12.0%
- Williams Chrysler Plymouth Dodge12.0%
- Other 47 assets11.4%
By type: Business Interest 68% · Real Property 27% · Debt Obligation 3% · Collectible 2% · Stock 0% · Exchange Traded Fund 0%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
JRW Corporation & Affiliatesin JRW Corporation | Business Interest | Over $50,000,000 | 40.1% | Self |
Personal Residence | Real Property | $5,000,001 - $25,000,000 | 12.0% | Self |
Hawkin Vestry Corporation | Business Interest | $5,000,001 - $25,000,000 | 12.0% | Self |
Rental Propertyin Williams Chrysler Plymouth Dodge | Real Property | $5,000,001 - $25,000,000 | 12.0% | Self |
Williams Chrysler Plymouth Dodgein Williams Chrysler Plymouth Dodge | Business Interest | $5,000,001 - $25,000,000 | 12.0% | Self |
LAKE HOUSE | Real Property | $1,000,001 - $5,000,000 | 2.4% | Self |
MUSEUM COLLECTIBLES | Collectible | $1,000,001 - $5,000,000 | 2.4% | Self |
Note Receivable - Williams Chrysler Dodge Jeep | Debt Obligation | $1,000,001 - $5,000,000 | 2.4% | Self |
Renzel Boulevard Car Washin Renzel Boulevard Car Wash | Business Interest | $1,000,001 - $5,000,000 | 2.4% | Self |
Note Receivable - Vestry Corporation | Debt Obligation | $500,001 - $1,000,000 | 0.6% | Self |
500 Main/Williams, Ltd.in Jack Williams Chevrolet | Business Interest | $500,001 - $1,000,000 | 0.6% | Self |
Williams Irrevocable Insurance Trustin Williams Irrevocable Life Insurance Trust | Business Interest | $250,001 - $500,000 | 0.3% | Self |
| Stock | ≈ $107.5K | 0.1% | Self, Spouse | |
Personal Checking Account Legacy | Bank Deposit | ≈ $75.5K | 0.1% | Self, Spouse |
First Texas BHC, Inc.in JRW Corporation | Stock (private) | $50,001 - $100,000 | 0.1% | Self |
The 15 largest of 52. The filed report lists every one.
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.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 8 names across 8 purchases, $64.0K at the disclosed midpoints.
- JPM · JP Morgan Chase12.5%
- RTX · RTX12.5%
- GOOG · Alphabet12.5%
- LLY · Eli Lilly12.5%
- META · Meta Platforms12.5%
- Other 3 stocks37.5%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
JPMJP Morgan Chase | $8.0K | 12.5% | 2026-01-15 | Self |
RTXRTX | $8.0K | 12.5% | 2026-01-15 | Self |
GOOGAlphabet | $8.0K | 12.5% | 2024-06-12 | Spouse |
LLYEli Lilly | $8.0K | 12.5% | 2024-06-12 | Spouse |
METAMeta Platforms | $8.0K | 12.5% | 2024-06-12 | Spouse |
NVDANvidia | $8.0K | 12.5% | 2024-06-12 | Spouse |
SBFMSunshine Biopharma | $8.0K | 12.5% | 2024-06-12 | Spouse |
TFCTruist Financial | $8.0K | 12.5% | 2024-06-12 | Spouse |
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.
Their most-traded tickers
What they hold it in
Every disclosed trade
16 rows. Sort any column; Source opens the filed PDF.