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)
$898K – $3.0M
−$16K midpoint change vs 2021
Assets
$898K – $3.0M
79 line items
Liabilities
$0
0 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2024 | house | $898K – $3.0M | $0 | $898K – $3.0M | 79 / 0 | PDF 2025-08-13 |
| 2023 | house | $3.9M – $11.8M | $0 | $3.9M – $11.8M | 98 / 0 | PDF 2024-08-13 |
| 2022 | house | $3.8M – $11.8M | $0 | $3.8M – $11.8M | 95 / 0 | PDF 2023-08-11 |
| 2021 | house | $1.1M – $2.8M | $0 | $1.1M – $2.8M | 59 / 0 | PDF 2022-06-13 |
Where the money is (2024)
Largest disclosed assets (2024)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| AB Large Cap Growth Fund Tax-Deferred |
Mutual funds | self | $100K – $250K |
| PRESX T. Rowe Price European Stock Fd (PRESX) Dividends |
Mutual funds | self | $50K – $100K |
| XLE SPDR Select Sector Fund - Energy Select Sector (XLE) Tax-Deferred |
Stocks | self | $50K – $100K |
| PIMCO High Income Fund Tax-Deferred |
ETFs | self | $50K – $100K |
| IWM iShares Russell 2000 ETF (IWM) Dividends |
ETFs | self | $50K – $100K |
| BLF Treasury Trust Dividends |
Bonds | self | $50K – $100K |
| MES Home Distributors, 100% Interest Interest |
Private funds | self | $15K – $50K |
| SHV iShares Short Treasury Bond ETF (SHV) Tax-Deferred |
ETFs | self | $15K – $50K |
| JP MORGAN EQUITY INCOME Tax-Deferred |
Mutual funds | self | $15K – $50K |
| SYFI (SYFI) Tax-Deferred |
ETFs | self | $15K – $50K |
| BLKRK Fixed Inc Port A Tax-Deferred |
Retirement | self | $15K – $50K |
| Clearbridge Large Cap Growth Fund Tax-Deferred |
Mutual funds | self | $15K – $50K |
| GSIMX Fund Institutional Shares (GSIMX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| Hartford Schroders US Small Cap Opps Fund Tax-Deferred |
Mutual funds | self | $15K – $50K |
| BLKRK 75% EQUITY PORT A Tax-Deferred |
Retirement | 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.