Net worth · from the 2024 annual disclosure, filed 2025-09-04
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)
$671K – $3.0M
+$1.4M midpoint change vs 2021
Assets
$1.2M – $3.3M
67 line items
Liabilities
$250K – $500K
1 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2024 | house | $1.2M – $3.3M | $250K – $500K | $671K – $3.0M | 67 / 1 | PDF 2025-09-04 |
| 2023 | house | $1.1M – $3.1M | $250K – $500K | $608K – $2.8M | 73 / 1 | PDF 2024-08-13 |
| 2022 | house | $897K – $2.4M | $250K – $500K | $397K – $2.1M | 52 / 1 | PDF 2023-08-11 |
| 2021 | house | $390K – $1.4M | $300K – $600K | −$210K – $1.1M | 42 / 2 | PDF 2022-08-15 |
Where the money is (2024)
Largest disclosed assets (2024)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| Plan | Retirement | self | $500K – $1.0M |
| Key Bank accounts Interest |
Cash & bank | self | $250K – $500K |
| 6 Year S&P 500 Cap 20% Protection Tax-Deferred |
Other | self | $100K – $250K |
| Banner Bank Account | Cash & bank | spouse | $100K – $250K |
| Benefit Plan Capital Gains |
Retirement | self | $50K – $100K |
| TCLFX T-C Lifecycle 2025-Inst (TCLFX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| AF Trgt Date 2025 R6 Tax-Deferred |
Mutual funds | self | $15K – $50K |
| DFISX Dfa INTL Small Company I (DFISX) Dividends |
Mutual funds | self | $15K – $50K |
| VTV Vanguard Value ETF (VTV) | ETFs | self | $15K – $50K |
| New York Life Whole Life Insurance | Insurance | self | $15K – $50K |
| 6 Year Capital Strength Cap 20% Protect | Other | self | $15K – $50K |
| GESA Credit Union Interest |
Cash & bank | spouse | $15K – $50K |
| New York Life Adjustable Life Insurance | Insurance | self | $15K – $50K |
| BBVSX Bridge Builder Small/Mid Value (BBVSX) Capital Gains |
Mutual funds | self | $1K – $15K |
| BBGSX Bridge Builder Small/Mid Grw (BBGSX) Capital Gains |
Mutual funds | self | $1K – $15K |
Liabilities (2024)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Movement Mortgage | Mortgage | spouse | $250K – $500K |
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.