Net worth · from the 2025 annual disclosure, filed 2026-05-12
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)
$1.5M – $3.5M
+$816K midpoint change vs 2018
Assets
$1.5M – $3.5M
36 line items
Liabilities
$0
0 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2025 | house | $1.5M – $3.5M | $0 | $1.5M – $3.5M | 36 / 0 | PDF 2026-05-12 |
| 2024 | house | $1.5M – $3.4M | $0 | $1.5M – $3.4M | 39 / 0 | PDF 2025-05-07 |
| 2023 | house | $1.4M – $3.3M | $0 | $1.4M – $3.3M | 39 / 0 | PDF 2024-05-02 |
| 2022 | house | $1.5M – $3.6M | $0 | $1.5M – $3.6M | 41 / 0 | PDF 2023-05-04 |
| 2021 | house | $1.7M – $4.1M | $0 | $1.7M – $4.1M | 42 / 0 | PDF 2022-05-10 |
| 2020 | house | $1.3M – $3.3M | $0 | $1.3M – $3.3M | 36 / 0 | PDF 2021-05-11 |
| 2019 | house | $1.2M – $2.9M | $0 | $1.2M – $2.9M | 33 / 0 | PDF 2020-07-30 |
| 2018 | house | $937K – $2.4M | $0 | $937K – $2.4M | 33 / 0 | PDF 2019-05-07 |
Where the money is (2025)
Largest disclosed assets (2025)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| Bank Deposit Program Capital Gains |
Cash & bank | self | $250K – $500K |
| SPLV Invesco S&P 500 Low Volatility ETF (SPLV) Capital Gains |
ETFs | self | $250K – $500K |
| RSP Invesco S&P 500 Equal Weight ETF (RSP) Dividends |
ETFs | self | $100K – $250K |
| Bank of America, NA RASP Tax-Deferred |
Cash & bank | self | $100K – $250K |
| VVBVX Venerable Strategic Bond Fund Class V (VVBVX) Tax-Deferred |
Mutual funds | self | $100K – $250K |
| Invesco S&P 500 Equal Weight ETF Capital Gains |
ETFs | self | $100K – $250K |
| CDL (CDL) Tax-Deferred |
ETFs | self | $100K – $250K |
| MOAT VanEck Morningstar Wide Moat ETF (MOAT) Tax-Deferred |
ETFs | self | $100K – $250K |
| BAICX Investor A (BAICX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| DC College Savings Plan (2 Accounts) | Retirement | self | $50K – $100K |
| VEFVX Venerable Mid Cap Index Fund Class V (VEFVX) Tax-Deferred |
Other | self | $50K – $100K |
| Berkshire Hathaway Inc. New (BRK.B) Capital Gains |
Stocks | self | $15K – $50K |
| Synchrony Bank Interest |
Cash & bank | self | $15K – $50K |
| CDL (CDL) Interest |
ETFs | self | $15K – $50K |
| OLGAX JPMorgan Large Cap Growth Fund A (OLGAX) Dividends |
Mutual funds | self | $15K – $50K |
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.