Net worth · from the 2025 annual disclosure, filed 2026-04-14
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)
$1.3M – $2.8M
+$116K midpoint change vs 2018
Assets
$1.3M – $2.8M
10 line items
Liabilities
$0
0 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2025 | house | $1.3M – $2.8M | $0 | $1.3M – $2.8M | 10 / 0 | PDF 2026-04-14 |
| 2024 | house | $545K – $1.1M | $0 | $545K – $1.1M | 5 / 0 | PDF 2025-05-14 |
| 2023 | house | $1.5M – $3.4M | $0 | $1.5M – $3.4M | 21 / 0 | PDF 2024-05-04 |
| 2022 | house | $1.5M – $3.4M | $100K – $250K | $1.3M – $3.3M | 21 / 1 | PDF 2023-05-13 |
| 2021 | house | $1.1M – $2.8M | $100K – $250K | $833K – $2.7M | 41 / 1 | PDF 2022-05-23 |
| 2020 | house | $1.4M – $3.4M | $100K – $250K | $1.2M – $3.3M | 39 / 1 | PDF 2021-08-12 |
| 2019 | house | $1.4M – $3.4M | $250K – $500K | $935K – $3.2M | 39 / 1 | PDF 2020-06-17 |
| 2018 | house | $1.4M – $3.4M | $280K – $600K | $821K – $3.1M | 39 / 3 | PDF 2019-05-07 |
Where the money is (2025)
Largest disclosed assets (2025)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| FVL First Trust Value Line 100 Fund (FVL) Capital Gains |
Stocks | self | $500K – $1.0M |
| SF Stifel Financial Corporation Common Stock (SF) Capital Gains |
Stocks | self | $500K – $1.0M |
| American Estate & Trust | Other | self | $250K – $500K |
| FVL First Trust Value Line 100 Fund (FVL) Dividends |
Stocks | self | $15K – $50K |
| FVL First Trust Value Line 100 Fund (FVL) Capital Gains |
Stocks | self | $15K – $50K |
| SF Stifel Financial Corporation Common Stock (SF) Capital Gains |
Stocks | self | $15K – $50K |
| FVL First Trust Value Line 100 Fund (FVL) Dividends |
Stocks | self | $15K – $50K |
| American Estate & Trust Capital Gains |
Other | self | $15K – $50K |
| D.A.Davidson/Stifel Capital Gains |
Other | self | $15K – $50K |
| SF Stifel Financial Corporation Common Stock (SF) Dividends |
Stocks | self | — |
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.