Net worth · from the 2025 annual disclosure, filed 2026-05-14
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)
−$7K – $1.5M
+$337K midpoint change vs 2023
Assets
$493K – $1.7M
47 line items
Liabilities
$250K – $500K
1 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2025 | house | $493K – $1.7M | $250K – $500K | −$7K – $1.5M | 47 / 1 | PDF 2026-05-14 |
| 2024 | house | $409K – $1.5M | $250K – $500K | −$91K – $1.3M | 47 / 1 | PDF 2025-05-14 |
| 2023 | house | $293K – $1.2M | $250K – $500K | −$207K – $998K | 47 / 1 | PDF 2024-05-08 |
Where the money is (2025)
Largest disclosed assets (2025)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| AMECX The Income Fund of America, Class A Shares (AMECX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| CWGIX A Shares (CWGIX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| ANEFX American Funds New Economy Fund A (ANEFX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| SMCWX American Funds SMALLCAP World A (SMCWX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| AMCPX AMCAP Fund, Class A Shares A (AMCPX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| AIVSX American Funds Investment Co of America A (AIVSX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| TAGRX (TAGRX) Capital Gains |
Mutual funds | self | $15K – $50K |
| JP Morgan Chase Bank Accounts Interest |
Cash & bank | self | $15K – $50K |
| CWGIX A Shares (CWGIX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| OLGAX JPMorgan Large Cap Growth Fund A (OLGAX) Capital Gains |
Mutual funds | self | $15K – $50K |
| Pension Plan Capital Gains |
Retirement | self | $15K – $50K |
| AWSHX Washington Mutual Invs Fd Cl A Shs (AWSHX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| Cash Capital Gains |
Cash & bank | self | $15K – $50K |
| AGTHX The Growth Fund of America Class A Shares (AGTHX) Capital Gains |
Mutual funds | self | $15K – $50K |
| ACSTX Invesco Comstock Fund Class A (ACSTX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
Liabilities (2025)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Middletown State Bank | Mortgage | self | $250K – $500K |
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.