Net worth · from the 2024 annual disclosure, filed 2025-08-12
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 (2024)
$836K – $6.5M
−$792K midpoint change vs 2018
Assets
$1.8M – $7.0M
26 line items
Liabilities
$500K – $1.0M
2 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2024 | house | $1.8M – $7.0M | $500K – $1.0M | $836K – $6.5M | 26 / 2 | PDF 2025-08-12 |
| 2023 | house | $2.5M – $8.2M | $500K – $1.0M | $1.5M – $7.7M | 22 / 2 | PDF 2024-08-09 |
| 2022 | house | $2.3M – $7.8M | $500K – $1.0M | $1.3M – $7.2M | 25 / 2 | PDF 2023-08-11 |
| 2021 | house | $2.4M – $8.1M | $750K – $1.5M | $914K – $7.3M | 23 / 3 | PDF 2022-08-12 |
| 2020 | house | $2.4M – $7.9M | $1.0M – $2.0M | $363K – $6.9M | 24 / 4 | PDF 2021-08-13 |
| 2019 | house | $2.0M – $7.2M | $600K – $1.3M | $797K – $6.6M | 9 / 3 | PDF 2020-08-13 |
| 2018 | house | $2.4M – $8.0M | $500K – $1.0M | $1.4M – $7.5M | 28 / 2 | PDF 2019-05-15 |
Where the money is (2024)
Largest disclosed assets (2024)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| James M. Costa Farms (Sole Proprietorship) Income |
Other | self | $1.0M – $5.0M |
| Rental Home Rent |
Real estate | self | $500K – $1.0M |
| Mainstay Winslow Large CAP Growth Fund Tax-Deferred |
Mutual funds | self | $50K – $100K |
| United Security Bank Tax-Deferred |
Cash & bank | self | $50K – $100K |
| Invesco Developing Markets Fund Tax-Deferred |
Mutual funds | self | $50K – $100K |
| Class F-2 Tax-Deferred |
Mutual funds | self | $15K – $50K |
| Baird Aggregate Bond Fund Class Institutional Tax-Deferred |
Mutual funds | self | $15K – $50K |
| Baron Invt Funds Trust Small Cap Fund Tax-Deferred |
Mutual funds | self | $15K – $50K |
| CIVIX (CIVIX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| Dodge & Cox Stk FD Tax-Deferred |
Mutual funds | self | $15K – $50K |
| Eaton Vance Income Fund of Boston Class I Tax-Deferred |
Mutual funds | self | $15K – $50K |
| HTLF Heartland Financial USA, Inc. (HTLF) Dividends |
Stocks | self | $15K – $50K |
| Goldman Sachs FS Treasury Instruments Fund Tax-Deferred |
Mutual funds | self | $15K – $50K |
| Victory Sycamore Small Co Oppty Tax-Deferred |
Mutual funds | self | $15K – $50K |
| T Rowe Price Overseas Stock Fund Tax-Deferred |
Mutual funds | self | $15K – $50K |
Liabilities (2024)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| The National Capital Bank | Mortgage | self | $250K – $500K |
| Premier Valley Bank | Line of Credit | 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.