Net worth · from the 2019 annual disclosure, filed 2020-08-13
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 (2019)
$9.0M – $93.9M
534 assets · 1 liabilities
Assets
$34.0M – $98.9M
534 line items
Liabilities
$5.0M – $25.0M
1 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2019 | house | $34.0M – $98.9M | $5.0M – $25.0M | $9.0M – $93.9M | 534 / 1 | PDF 2020-08-13 |
Where the money is (2019)
Largest disclosed assets (2019)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| MFS Research International Fund Cl I Capital Gains |
Mutual funds | self | $1.0M – $5.0M |
| Real Property (11677-11683 Goshen Avenue) | Real estate | self | $1.0M – $5.0M |
| FB Facebook, Inc. - Class A (FB) Dividends |
Stocks | self | $1.0M – $5.0M |
| ISHARES CORE S&P MIDCAP 400 INDEX Capital Gains |
ETFs | self | $1.0M – $5.0M |
| LOS ANGELES CA WASTEWATR SYS REV Interest |
Bonds | self | $1.0M – $5.0M |
| IEMG iShares Core MSCI Emerging Markets ETF (IEMG) Capital Gains |
ETFs | self | $1.0M – $5.0M |
| CALIFORNIA MUNICIPAL FINANCE AUTH REV Interest |
Bonds | self | $1.0M – $5.0M |
| CL Colgate-Palmolive Company (CL) Capital Gains |
Stocks | self | $1.0M – $5.0M |
| Schilling Rental Property Rent |
Real estate | self | $500K – $1.0M |
| Real Property (11832 Kiowa Avenue) Rent |
Real estate | self | $500K – $1.0M |
| GO Capital Gains |
Bonds | self | $500K – $1.0M |
| CALAVERAS COUNTY CALIFORNIA GO REF Interest |
Bonds | self | $500K – $1.0M |
| SAN DIEGO CALIF UNIFIED SCHOOL DISTRICT Interest |
Bonds | self | $500K – $1.0M |
| LONG BEACH CA UNIFIED SCHOOL DISTRICT Interest |
Bonds | self | $500K – $1.0M |
| AMZN Amazon.com, Inc. (AMZN) Capital Gains |
Stocks | self | $500K – $1.0M |
Liabilities (2019)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| U.S. Trust | Margin | joint | $5.0M – $25.0M |
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.