Net worth · from the 2024 annual disclosure, filed 2025-08-13
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 (2024)
$25.8M – $136.0M
+$65.0M midpoint change vs 2020
Assets
$27.8M – $137.0M
47 line items
Liabilities
$1.0M – $2.0M
2 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2024 | house | $27.8M – $137.0M | $1.0M – $2.0M | $25.8M – $136.0M | 47 / 2 | PDF 2025-08-13 |
| 2023 | house | $23.4M – $116.3M | $1.0M – $2.0M | $21.4M – $115.3M | 50 / 2 | PDF 2024-08-13 |
| 2022 | house | $19.9M – $97.3M | $500K – $1.0M | $18.9M – $96.8M | 40 / 1 | PDF 2023-06-14 |
| 2021 | house | $16.8M – $55.6M | $5.4M – $19.8M | −$3.0M – $50.3M | 304 / 11 | PDF 2022-08-22 |
| 2020 | house | $12.7M – $44.5M | $5.5M – $20.0M | −$7.3M – $39.0M | 73 / 11 | PDF 2021-08-13 |
Where the money is (2024)
Largest disclosed assets (2024)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| SJJ Charitable Remainder Unitrust Capital Gains |
Other | self | $5.0M – $25.0M |
| Bank of America, N.A. Income |
Cash & bank | self | $5.0M – $25.0M |
| Belgard Capital Fund LLC Class I Income |
Private funds | self | $5.0M – $25.0M |
| Beldore Capital Fund LLC Income |
Private funds | self | $5.0M – $25.0M |
| Clearfork Capital Fund LLC Dividends |
Private funds | self | $5.0M – $25.0M |
| QCOM QUALCOMM Incorporated (QCOM) Rent |
Stocks | self | $1.0M – $5.0M |
| Bank of America, N.A. Dividends |
Cash & bank | self | $1.0M – $5.0M |
| QCOM QUALCOMM Incorporated (QCOM) | Stocks | self | $500K – $1.0M |
| SCFFX Class F (SCFFX) Interest |
Mutual funds | self | $50K – $100K |
| Investment Property Interest |
Real estate | self | $50K – $100K |
| Northwestern Mutual Survivorship Universal Life | Insurance | self | $50K – $100K |
| HWAIX (HWAIX) Dividends |
Mutual funds | self | $15K – $50K |
| FTHSX Institutional Shares (FTHSX) Capital Gains |
Mutual funds | self | $15K – $50K |
| AAAZX (AAAZX) Capital Gains |
Mutual funds | self | $15K – $50K |
| SDG (SDG) Dividends |
ETFs | self | $15K – $50K |
Liabilities (2024)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Bank of America, N.A. | Mortgage | self | $500K – $1.0M |
| Merrill Lynch | Line of Credit | 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.