Net worth · from the 2024 annual disclosure, filed 2025-08-04
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)
$814K – $1.9M
+$531K midpoint change vs 2018
Assets
$814K – $1.9M
14 line items
Liabilities
$0
0 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2024 | house | $814K – $1.9M | $0 | $814K – $1.9M | 14 / 0 | PDF 2025-08-04 |
| 2023 | house | $714K – $1.6M | $0 | $714K – $1.6M | 14 / 0 | PDF 2024-06-25 |
| 2022 | house | $700K – $1.7M | $0 | $700K – $1.7M | 16 / 0 | PDF 2023-06-27 |
| 2021 | house | $949K – $2.2M | $0 | $949K – $2.2M | 15 / 0 | PDF 2022-06-01 |
| 2020 | house | $418K – $945K | $0 | $418K – $945K | 7 / 0 | PDF 2021-08-10 |
| 2019 | house | $368K – $945K | $0 | $368K – $945K | 8 / 0 | PDF 2020-08-13 |
| 2018 | house | $468K – $1.1M | $0 | $468K – $1.1M | 11 / 0 | PDF 2019-05-13 |
Where the money is (2024)
Largest disclosed assets (2024)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| RERGX EuroPacific Growth Fund Cl R-6 (RERGX) Tax-Deferred |
Mutual funds | self | $250K – $500K |
| SMCWX SMALL CAP WORLD FUND - A (SMCWX) Tax-Deferred |
Mutual funds | self | $250K – $500K |
| INSURANCE Tax-Deferred |
Insurance | self | $100K – $250K |
| BANK FIVE NINE Rent |
Retirement | self | $100K – $250K |
| SUMMIT CREDIT UNION Tax-Deferred |
Cash & bank | self | $50K – $100K |
| SERIES I & SAVINGS BOND Tax-Deferred |
Bonds | self | $15K – $50K |
| CAIBX Capital Income Builder Cl A Shs (CAIBX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| HORICON BANK Interest |
Cash & bank | self | $15K – $50K |
| CONDOMINIUM Dividends |
Real estate | self | $15K – $50K |
| THRIVENT MUTUAL BOND FUND - A Dividends |
Mutual funds | self | $1K – $15K |
| USB U.S. Bancorp (USB) | Stocks | self | $1K – $15K |
| STATE BANK OF NEWBURG Dividends |
Cash & bank | self | $1K – $15K |
| BMO HARRIS BANK Interest |
Cash & bank | self | $1K – $15K |
| VANGUARD INSTITUTIONAL 500 INDEX TRUST | Mutual funds | self | — |
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.