Net worth · from the 2025 annual disclosure, filed 2026-05-11
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)
$1.8M – $7.4M
+$686K midpoint change vs 2021
Assets
$3.5M – $8.3M
78 line items
Liabilities
$850K – $1.8M
3 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2025 | house | $3.5M – $8.3M | $850K – $1.8M | $1.8M – $7.4M | 78 / 3 | PDF 2026-05-11 |
| 2024 | house | $3.2M – $7.6M | $865K – $1.8M | $1.4M – $6.7M | 78 / 4 | PDF 2025-05-14 |
| 2023 | house | $2.8M – $6.8M | $860K – $1.8M | $1.1M – $6.0M | 73 / 4 | PDF 2024-05-12 |
| 2022 | house | $2.5M – $6.2M | $850K – $1.8M | $785K – $5.3M | 72 / 3 | PDF 2023-05-14 |
| 2021 | house | $3.0M – $7.4M | $850K – $1.8M | $1.3M – $6.6M | 75 / 3 | PDF 2022-05-14 |
Where the money is (2025)
Largest disclosed assets (2025)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| Vacation Rental Rent |
Real estate | joint | $500K – $1.0M |
| Primary Residence Rent |
Real estate | joint | $500K – $1.0M |
| Mountain Rental Rent |
Real estate | spouse | $250K – $500K |
| NC International Fund Tax-Deferred |
Mutual funds | self | $250K – $500K |
| MDY SPDR MidCap Trust Series I (MDY) Tax-Deferred |
ETFs | self | $100K – $250K |
| Fidelity small Cap Index Fund Tax-Deferred |
Mutual funds | self | $100K – $250K |
| NC Small Mid Cap Fund Tax-Deferred |
Mutual funds | self | $100K – $250K |
| AMG Managers Special Equity Tax-Deferred |
Mutual funds | self | $100K – $250K |
| U Unity Software Inc. (U) Tax-Deferred |
Stocks | self | $100K – $250K |
| Vanguard 500 Index Fund Admiral Tax-Deferred |
Mutual funds | self | $100K – $250K |
| NC Large Cap Core Fund Tax-Deferred |
Mutual funds | self | $100K – $250K |
| Vanguard Growth Index Fund Admiral Tax-Deferred |
Mutual funds | spouse | $100K – $250K |
| Invesco QQQ Trust, Series 1 Tax-Deferred |
ETFs | self | $50K – $100K |
| GILD Gilead Sciences, Inc. (GILD) Tax-Deferred |
Stocks | self | $50K – $100K |
| EEM iShares MSCI Emerging Index Fund (EEM) Tax-Deferred |
ETFs | self | $50K – $100K |
Liabilities (2025)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Caliber Home Loans | Mortgage | joint | $500K – $1.0M |
| Amerisave Mortgage | Mortgage | joint | $250K – $500K |
| First National Bank | Mortgage | joint | $100K – $250K |
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.