Net worth · from the 2025 annual disclosure, filed 2026-05-14
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 (2025)
$260K – $3.2M
−$85K midpoint change vs 2019
Assets
$1.8M – $3.9M
23 line items
Liabilities
$750K – $1.5M
2 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2025 | house | $1.8M – $3.9M | $750K – $1.5M | $260K – $3.2M | 23 / 2 | PDF 2026-05-14 |
| 2024 | house | $1.5M – $3.3M | $750K – $1.5M | −$43K – $2.6M | 26 / 2 | PDF 2025-08-13 |
| 2023 | house | $1.2M – $2.9M | $750K – $1.5M | −$263K – $2.1M | 24 / 2 | PDF 2024-05-15 |
| 2022 | house | $1.3M – $3.0M | $765K – $1.6M | −$263K – $2.3M | 23 / 3 | PDF 2023-05-14 |
| 2021 | house | $2.0M – $4.3M | $500K – $1.0M | $957K – $3.8M | 22 / 1 | PDF 2022-08-07 |
| 2020 | house | $1.7M – $3.8M | $500K – $1.0M | $708K – $3.3M | 22 / 1 | PDF 2021-08-12 |
| 2019 | house | $1.6M – $3.6M | $500K – $1.0M | $563K – $3.1M | 24 / 1 | PDF 2020-08-02 |
Where the money is (2025)
Largest disclosed assets (2025)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| AB Small Cap Core Portfolio | Mutual funds | self | $500K – $1.0M |
| AB Discovery Value Fund Capital Gains |
Mutual funds | self | $500K – $1.0M |
| AB Sustain Global Theme Dividends |
Mutual funds | self | $100K – $250K |
| AB Emerging Markets Portfolio Dividends |
Mutual funds | self | $100K – $250K |
| AB Small Cap Core Portfolio Capital Gains |
Mutual funds | self | $100K – $250K |
| AB All Market Class Dividends |
Mutual funds | self | $100K – $250K |
| Tax Aware Overlay B Dividends |
Mutual funds | self | $100K – $250K |
| BNY Employee Stock Ownership Plan | Retirement | spouse | $50K – $100K |
| Wells Fargo Dividends |
Cash & bank | self | $50K – $100K |
| ABFIS Govt Money Market Class 1 Dividends |
Cash & bank | self | $50K – $100K |
| AB Intl Strategic Equities Dividends |
Mutual funds | self | $15K – $50K |
| AB Sustain Global Theme Dividends |
Mutual funds | self | $15K – $50K |
| AB Wealth Appreciation Strategy Dividends |
Mutual funds | self | $15K – $50K |
| AllianceBernstein All Market R Class | Mutual funds | self | $15K – $50K |
| AB Discovery Growth Fund Dividends |
Mutual funds | self | $15K – $50K |
Liabilities (2025)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Ardent Credit Union | Mortgage | joint | $500K – $1.0M |
| Ardent Credit Union | Mortgage | joint | $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.