Net worth · from the 2024 annual disclosure, filed 2025-08-10
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)
$2.1M – $5.4M
+$428K midpoint change vs 2023
Assets
$2.1M – $5.4M
66 line items
Liabilities
$20K
2 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2024 | house | $2.1M – $5.4M | $20K | $2.1M – $5.4M | 66 / 2 | PDF 2025-08-10 |
| 2023 | house | $1.9M – $4.9M | $45K – $150K | $1.8M – $4.9M | 64 / 3 | PDF 2024-08-12 |
Where the money is (2024)
Largest disclosed assets (2024)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| EuroPacific Growth FD CL A Tax-Deferred |
Mutual funds | self | $250K – $500K |
| SmallCap World Fund Inc Class A Tax-Deferred |
Mutual funds | self | $250K – $500K |
| Karriet, LLC, 100% Interest Interest |
Private funds | self | $250K – $500K |
| RBC Capital Markets LLC IRA Sweep Account Tax-Deferred |
Retirement | self | $100K – $250K |
| Income Fund of America Inc Class A Tax-Deferred |
Mutual funds | self | $100K – $250K |
| RBC Capital Markets Retirement Account Tax-Deferred |
Retirement | self | $100K – $250K |
| BlackRock LifePath Index Retirement Fund Tax-Deferred |
Mutual funds | self | $100K – $250K |
| BlackRock Lifepath Index 2030 Fund Class P Tax-Deferred |
Mutual funds | self | $100K – $250K |
| Karriet Building Capital Gains |
Real estate | self | $100K – $250K |
| John Sundahl, PC, 100% Interest Interest |
Private funds | spouse | $100K – $250K |
| New Perspective Fund Inc CL A Tax-Deferred |
Mutual funds | self | $100K – $250K |
| American Balanced Fund Class A Tax-Deferred |
Mutual funds | self | $100K – $250K |
| Bond Fund of America Class A Tax-Deferred |
Mutual funds | self | $100K – $250K |
| Pimco Income Fund Class C Tax-Deferred |
Mutual funds | self | $100K – $250K |
| Equitable Life Insurance Income |
Insurance | self | $50K – $100K |
Liabilities (2024)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Chase 12/31/2022 Credit Card | Credit Card | self | ≥ $10K |
| Capital One 12/31/2022 Credit Card | Credit Card | self | ≥ $10K |
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.