Net worth · from the 2025 annual disclosure, filed 2026-05-13
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 (2025)
$41K – $2.2M
+$1.3M midpoint change vs 2018
Assets
$541K – $2.4M
106 line items
Liabilities
$250K – $500K
1 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2025 | house | $541K – $2.4M | $250K – $500K | $41K – $2.2M | 106 / 1 | PDF 2026-05-13 |
| 2024 | house | $383K – $1.6M | $250K – $500K | −$117K – $1.4M | 73 / 1 | PDF 2025-07-14 |
| 2023 | house | $429K – $1.7M | $250K – $500K | −$71K – $1.5M | 90 / 1 | PDF 2024-06-13 |
| 2022 | house | $432K – $1.8M | $300K – $600K | −$168K – $1.5M | 80 / 2 | PDF 2023-07-07 |
| 2021 | house | $431K – $1.8M | $250K – $500K | −$69K – $1.5M | 76 / 1 | PDF 2022-05-16 |
| 2020 | house | $415K – $1.4M | $250K – $500K | −$85K – $1.2M | 70 / 1 | PDF 2021-07-30 |
| 2019 | house | $69K – $337K | $250K – $500K | −$431K – $87K | 19 / 1 | PDF 2020-07-20 |
| 2018 | house | $56K – $316K | $250K – $500K | −$444K – $66K | 18 / 1 | PDF 2019-05-17 |
Where the money is (2025)
Largest disclosed assets (2025)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| ACC Cash Reserve Certificate | Cash & bank | self | $250K – $500K |
| OEF iShares S&P 100 Fund (OEF) Tax-Deferred |
ETFs | self | $15K – $50K |
| CNL Healthcare Properties Inc (widely held) Dividends |
Retirement | self | $15K – $50K |
| BAI iShares A.I. Innovation and Tech Active ETF (BAI) Tax-Deferred |
ETFs | self | $15K – $50K |
| MBB iShares MBS ETF (MBB) Tax-Deferred |
ETFs | self | $15K – $50K |
| QUAL iShares MSCI USA Quality Factor ETF (QUAL) Tax-Deferred |
ETFs | self | $15K – $50K |
| MLPOX Invesco SteelPath MLP Alpha Fund Class Y (MLPOX) Dividends |
Mutual funds | self | $15K – $50K |
| Ameriprise Insured Money Market Dividends |
Cash & bank | self | $15K – $50K |
| CSHZX NYLI Cushing MLP Premier Fund Class I (CSHZX) Dividends |
Mutual funds | self | $15K – $50K |
| PWJZX (PWJZX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| FEHIX First Eagle High Yield Municipal Fund Class I (FEHIX) Dividends |
Mutual funds | self | $15K – $50K |
| IVV iShares Core S&P 500 ETF (IVV) Tax-Deferred |
ETFs | self | $15K – $50K |
| IEMG iShares Core MSCI Emerging Markets ETF (IEMG) Tax-Deferred |
ETFs | self | $15K – $50K |
| MTUM iShares MSCI USA Momentum Factor ETF (MTUM) Tax-Deferred |
ETFs | self | $15K – $50K |
| IVW iShares S&P 500 Growth ETF (IVW) Tax-Deferred |
ETFs | self | $15K – $50K |
Liabilities (2025)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| BAC Loans | 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.