Net worth · from the 2021 annual disclosure, filed 2022-08-05
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 (2021)
$1.1M – $8.6M
+$5.2M midpoint change vs 2018
Assets
$3.1M – $9.6M
41 line items
Liabilities
$1.0M – $2.0M
2 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2021 | house | $3.1M – $9.6M | $1.0M – $2.0M | $1.1M – $8.6M | 41 / 2 | PDF 2022-08-05 |
| 2020 | house | $1.9M – $7.1M | $500K – $1.0M | $911K – $6.6M | 22 / 1 | PDF 2021-08-13 |
| 2019 | house | $1.3M – $2.8M | $500K – $1.0M | $250K – $2.3M | 18 / 1 | PDF 2020-06-11 |
| 2018 | house | $0 | $250K – $500K | −$500K – −$250K | 0 / 1 | PDF 2019-06-21 |
Filings for 2022, 2023, 2024 exist as scanned images and are not yet parsed.
Where the money is (2021)
Largest disclosed assets (2021)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| Vanguard Total Stock Market - VTI Capital Gains |
ETFs | self | $1.0M – $5.0M |
| AMZN Amazon.com, Inc. (AMZN) | Stocks | self | $500K – $1.0M |
| AAPL Apple Inc. (AAPL) Dividends |
Stocks | self | $250K – $500K |
| Stable Value Fund Tax-Deferred |
Mutual funds | self | $250K – $500K |
| Note 4 to Gonzalez Enterprises, LLC Interest |
Bonds | self | $250K – $500K |
| Lincoln Village Value Center, LLC Dividends |
Private funds | self | $100K – $250K |
| AMT American Tower Corporation (AMT) Dividends |
Stocks | self | $100K – $250K |
| VEEV Veeva Systems Inc. Class A (VEEV) | Stocks | self | $100K – $250K |
| Fidelity Cash Reserves Tax-Deferred |
Retirement | self | $50K – $100K |
| Emics, Inc. Rent |
Retirement | self | $50K – $100K |
| Note 3 to Gonzalez Enterprises, LLC Interest |
Bonds | self | $50K – $100K |
| Note 2 to Gonzalez Enterprises, LLC Interest |
Bonds | self | $50K – $100K |
| CHTR Charter Communications, Inc. - Class A (CHTR) | Stocks | self | $50K – $100K |
| Fidelity Brokerage Sweep Account Tax-Deferred |
Cash & bank | self | $50K – $100K |
| Huntington Bank Checking Account Interest |
Cash & bank | joint | $50K – $100K |
Liabilities (2021)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Huntington National Bank | Mortgage | self | $500K – $1.0M |
| Charles Schwab Corporation | Margin | self | $500K – $1.0M |
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.