Net worth · from the 2026 annual disclosure, filed
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 (2026)
$763K – $5.6M
−$275K midpoint change vs 2018
Assets
$2.8M – $6.6M
132 line items
Liabilities
$965K – $2.0M
5 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2026 | senate | $2.8M – $6.6M | $965K – $2.0M | $763K – $5.6M | 132 / 5 | |
| 2025 | senate | $2.7M – $6.3M | $465K – $1.1M | $1.7M – $5.8M | 136 / 4 | |
| 2024 | senate | $2.7M – $6.1M | $465K – $1.1M | $1.6M – $5.7M | 131 / 4 | |
| 2023 | senate | $2.6M – $6.2M | $490K – $1.1M | $1.5M – $5.7M | 147 / 6 | |
| 2022 | senate | $2.1M – $6.3M | $475K – $1.1M | $1.0M – $5.8M | 162 / 5 | |
| 2021 | senate | $2.1M – $6.1M | $475K – $1.1M | $1.0M – $5.6M | 150 / 5 | |
| 2020 | senate | $1.8M – $5.7M | $475K – $1.1M | $755K – $5.2M | 150 / 5 | |
| 2019 | senate | $1.7M – $6.0M | $715K – $1.5M | $151K – $5.2M | 205 / 6 | |
| 2018 | senate | $1.9M – $7.4M | $765K – $1.6M | $252K – $6.7M | 261 / 6 |
Where the money is (2026)
Largest disclosed assets (2026)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| Belle Meade Associates NT LPCompany: Belle Meade Associates (New York, NY) Description: Po Excepted Investment Fund |
Private funds | spouse | ≥ $1.0M |
| Belle Meade Associates NY, L.P.Company: Belle Meade Associates NY, L.P. (New York, NY) Des Excepted Investment Fund |
Private funds | self | $500K – $1.0M |
| NASDAQ MSFT-Microsoft Corporation (NASDAQ) Dividends |
Stocks | spouse | $100K – $250K |
| UBSI - United Bankshares, Inc. - Common Stock Dividends |
Stocks | spouse | $100K – $250K |
| NASDAQ SINAX-ClearBridge Large Cap Value A (NASDAQ) Dividends |
Mutual funds | self | $100K – $250K |
| NYSE TRV - The Travelers Companies, Inc. (NYSE) Dividends |
Stocks | self | $100K – $250K |
| Wells Fargo(Charleston, WV)Type: Brokerage Sweep Account Interest |
Cash & bank | self | $100K – $250K |
| UBSI - United Bankshares, Inc. - Common Stock Dividends |
Stocks | spouse | $100K – $250K |
| NASDAQ MSFT - Microsoft Corporation (NASDAQ) Dividends |
Stocks | spouse | $50K – $100K |
| AAPL - Apple Inc. Dividends |
Stocks | spouse | $50K – $100K |
| TFC - Truist Financial Corporation Dividends |
Stocks | self | $50K – $100K |
| NYSE C-Citigroup Inc. (NYSE) Dividends |
Stocks | self | $50K – $100K |
| AAPL-Apple Inc. Dividends |
Stocks | spouse | $50K – $100K |
| NYSE XOM-Exxon Mobil Corporation (NYSE) Dividends |
Stocks | spouse | $15K – $50K |
| NYSE JNJ-Johnson & Johnson (NYSE) Dividends |
Stocks | spouse | $15K – $50K |
Liabilities (2026)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| United Bank Charleston, WV | Mortgage | self | $500K – $1.0M |
| Wells Fargo Des Moines, IA | Mortgage | self | $250K – $500K |
| United Bank Charleston, WV | Line of Credit | self | $100K – $250K |
| Wells Fargo Des Moines, IA | Mortgage | self | $100K – $250K |
| Wells Fargo Charleston, WV | Other (Margin loan) | self | $15K – $50K |
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.