Net worth · from the 2024 annual disclosure, filed 2025-05-09
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)
$1.8M – $8.1M
+$2.3M midpoint change vs 2018
Assets
$2.3M – $8.3M
39 line items
Liabilities
$250K – $500K
1 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2024 | house | $2.3M – $8.3M | $250K – $500K | $1.8M – $8.1M | 39 / 1 | PDF 2025-05-09 |
| 2023 | house | $2.2M – $8.2M | $250K – $500K | $1.7M – $7.9M | 66 / 1 | PDF 2024-08-13 |
| 2022 | house | $2.0M – $5.7M | $500K – $1.0M | $996K – $5.2M | 126 / 2 | PDF 2023-08-10 |
| 2021 | house | $1.7M – $5.3M | $500K – $1.0M | $721K – $4.8M | 126 / 1 | PDF 2022-08-11 |
| 2020 | house | $2.0M – $4.7M | $500K – $1.0M | $964K – $4.2M | 44 / 1 | PDF 2021-08-04 |
| 2019 | house | $1.7M – $5.0M | $500K – $1.0M | $736K – $4.5M | 108 / 1 | PDF 2020-07-24 |
| 2018 | house | $1.9M – $4.9M | $500K – $1.0M | $878K – $4.4M | 91 / 1 | PDF 2019-06-14 |
Where the money is (2024)
Largest disclosed assets (2024)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| Residential Rental Property Interest |
Real estate | joint | $1.0M – $5.0M |
| TOLZ (TOLZ) Tax-Deferred |
ETFs | self | $250K – $500K |
| REET iShares Trust iShares Global REIT ETF (REET) Interest |
ETFs | self | $100K – $250K |
| MissionSquare PLUS R13 Fund Tax-Deferred |
Mutual funds | self | $100K – $250K |
| ETILX Eventide Gilead Fund Institutional Class (ETILX) Dividends |
Mutual funds | self | $100K – $250K |
| FLCNX Fidelity Contrafund K6 (FLCNX) Tax-Deferred |
Mutual funds | self | $100K – $250K |
| HYMB ETF (HYMB) Dividends |
ETFs | self | $100K – $250K |
| Deskworks Inc. Capital Gains |
Retirement | spouse | $100K – $250K |
| RERGX EuroPacific Growth Fund Cl R-6 (RERGX) Tax-Deferred |
Mutual funds | self | $100K – $250K |
| VEMPX (VEMPX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| GVI (GVI) Tax-Deferred |
ETFs | self | $50K – $100K |
| ACWX iShares MSCI ACWI ex U.S. ETF (ACWX) Tax-Deferred |
ETFs | self | $50K – $100K |
| Bonds, Ser. D Capital Gains |
Bonds | self | $15K – $50K |
| IQLT iShares MSCI Intl Quality Factor ETF (IQLT) Dividends |
ETFs | self | $15K – $50K |
| First Citizens Bank | Cash & bank | joint | $15K – $50K |
Liabilities (2024)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Silicon Valley Bank | 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.