Net worth · from the 2025 annual disclosure, filed 2026-04-09
Members report every asset and liability in a value band, never a figure. The range below is the arithmetic floor and ceiling those bands allow: assets at their minimums minus liabilities at their maximums, and the reverse. Midpoints are shown only for year-over-year comparison.
Net worth range (2025)
−$3.8M – $4.2M
−$4.2M midpoint change vs 2021
Assets
$2.2M – $5.7M
101 line items
Liabilities
$1.5M – $6.0M
2 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2025 | house | $2.2M – $5.7M | $1.5M – $6.0M | −$3.8M – $4.2M | 101 / 2 | PDF 2026-04-09 |
| 2024 | house | $1.9M – $5.4M | $500K – $1.0M | $871K – $4.9M | 110 / 1 | PDF 2025-05-06 |
| 2023 | house | $2.1M – $8.4M | $500K – $1.0M | $1.1M – $7.9M | 92 / 1 | PDF 2024-05-03 |
| 2022 | house | $2.0M – $8.1M | $500K – $1.0M | $972K – $7.6M | 79 / 1 | PDF 2023-05-05 |
| 2021 | house | $2.1M – $8.2M | $500K – $1.0M | $1.1M – $7.7M | 82 / 1 | PDF 2022-05-15 |
Where the money is (2025)
Largest disclosed assets (2025)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| STT State Street Corporation Common Stock (STT) | Other | self | $250K – $500K |
| SUSA iShares MSCI USA ESG Select ETF (SUSA) Interest |
ETFs | self | $100K – $250K |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) Dividends |
ETFs | self | $100K – $250K |
| ML Bank Deposit Program Tax-Deferred |
Cash & bank | self | $100K – $250K |
| ML Bank Deposit Program Tax-Deferred |
Cash & bank | self | $100K – $250K |
| ESGE iShares ESG Aware MSCI EM ETF (ESGE) Tax-Deferred |
ETFs | self | $100K – $250K |
| EEMX (EEMX) Dividends |
ETFs | self | $100K – $250K |
| SPAXX Fidelity Government Money Market Fund (SPAXX) Dividends |
Mutual funds | self | $50K – $100K |
| ESGE iShares ESG Aware MSCI EM ETF (ESGE) Tax-Deferred |
ETFs | self | $50K – $100K |
| FMMMX AMCAP Fund - Class 529-F-2 (FMMMX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| FCWGX (FCWGX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| FBAFX American Balanced Fund - Class 529-F-2 (FBAFX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| FWMMX (FWMMX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| FFXFX (FFXFX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| FNEEX The New Economy Fund - Class 529-F-2 (FNEEX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
Liabilities (2025)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Bank of America | Mortgage | joint | $1.0M – $5.0M |
| Metro Credit Union 2018 Mortgage primary residence | Mortgage | joint | $500K – $1.0M |
Source: pfd_filings / pfd_assets / pfd_liabilities (House Clerk and Senate eFD annual reports, parsed). Bands are the form's own brackets; the top bracket on some forms is unbounded, which is why a ceiling can read "≥". The form does not state what secures a loan, so liability types are the filer's wording.