Net worth · from the 2024 annual disclosure, filed 2025-08-07
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)
−$4K – $1.7M
−$44K midpoint change vs 2018
Assets
$646K – $2.0M
54 line items
Liabilities
$265K – $650K
4 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2024 | house | $646K – $2.0M | $265K – $650K | −$4K – $1.7M | 54 / 4 | PDF 2025-08-07 |
| 2023 | house | $662K – $2.1M | $265K – $650K | $12K – $1.8M | 51 / 4 | PDF 2024-08-09 |
| 2022 | house | $704K – $2.2M | $280K – $700K | $4K – $1.9M | 56 / 5 | PDF 2023-08-11 |
| 2021 | house | $829K – $2.6M | $315K – $750K | $79K – $2.2M | 68 / 5 | PDF 2022-08-12 |
| 2020 | house | $613K – $2.3M | $225K – $560K | $53K – $2.0M | 79 / 4 | PDF 2021-09-12 |
| 2019 | house | $562K – $2.1M | $225K – $560K | $2K – $1.9M | 69 / 4 | PDF 2020-08-13 |
| 2018 | house | $533K – $2.0M | $215K – $550K | −$17K – $1.8M | 66 / 3 | PDF 2019-08-12 |
Where the money is (2024)
Largest disclosed assets (2024)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| FOCPX Fidelity OTC Pt (FOCPX) Capital Gains |
Mutual funds | self | $50K – $100K |
| AGTHX The Growth Fund of America Class A Shares (AGTHX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| VTI Vanguard Total Stock Market ETF (VTI) Capital Gains |
ETFs | self | $50K – $100K |
| FCNTX Fidelity Contra Fund (FCNTX) Capital Gains |
Mutual funds | self | $50K – $100K |
| VCR Vanguard Consumer Discretion ETF (VCR) Capital Gains |
ETFs | self | $50K – $100K |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) Capital Gains |
Stocks | self | $15K – $50K |
| FCVSX Fidelity Convertible Securities Fund (FCVSX) Capital Gains |
Mutual funds | self | $15K – $50K |
| HACAX Harbor Capital Appreciation Fund Insti Cl (HACAX) Capital Gains |
Mutual funds | self | $15K – $50K |
| DSEFX Domini Impact Equity Fund Investor Shares (DSEFX) Capital Gains |
Mutual funds | self | $15K – $50K |
| ARGFX Ariel Fund Investor Cl (ARGFX) Capital Gains |
Mutual funds | self | $15K – $50K |
| BBLU EA Series Trust EA Bridgeway Blue Chip ETF (BBLU) Capital Gains |
ETFs | self | $15K – $50K |
| LMASX ClearBridge Small Cap Fund Class C (LMASX) Capital Gains |
Mutual funds | self | $15K – $50K |
| CAAPX Ariel Appreciation Fund Investor Cl (CAAPX) Capital Gains |
Mutual funds | self | $15K – $50K |
| DODGX Dodge & Cox Stock Fund - Class I (DODGX) Capital Gains |
Mutual funds | self | $15K – $50K |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) Capital Gains |
Stocks | self | $15K – $50K |
Liabilities (2024)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| TowneBank | Mortgage | self | $100K – $250K |
| Fidelity Varies throughout Margin Account | Margin | self | $100K – $250K |
| TowneBank | Mortgage | self | $50K – $100K |
| Wells Fargo Advisors Varies throughout Margin Account | Margin | 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.