Net worth · from the 2026 annual disclosure, filed
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 (2026)
$3.4M – $11.1M
+$2.0M midpoint change vs 2018
Assets
$3.9M – $11.3M
34 line items
Liabilities
$200K – $500K
2 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2026 | senate | $3.9M – $11.3M | $200K – $500K | $3.4M – $11.1M | 34 / 2 | |
| 2025 | senate | $3.9M – $11.3M | $200K – $500K | $3.4M – $11.1M | 34 / 2 | |
| 2024 | senate | $3.8M – $11.3M | $200K – $500K | $3.3M – $11.1M | 54 / 2 | |
| 2023 | senate | $3.3M – $10.4M | $200K – $500K | $2.8M – $10.2M | 54 / 2 | |
| 2022 | senate | $3.7M – $11.3M | $350K – $750K | $3.0M – $11.0M | 46 / 2 | |
| 2021 | senate | $3.2M – $10.3M | $350K – $750K | $2.5M – $10.0M | 48 / 2 | |
| 2020 | senate | $2.9M – $9.6M | $350K – $750K | $2.1M – $9.3M | 51 / 2 | |
| 2019 | senate | $2.8M – $9.3M | $350K – $750K | $2.0M – $9.0M | 51 / 2 | |
| 2018 | senate | $2.8M – $9.5M | $600K – $1.3M | $1.6M – $8.9M | 54 / 3 |
Where the money is (2026)
Largest disclosed assets (2026)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| Huntersville ResidenceDescription: Primary Residence - House (Huntersville, NC) None |
Real estate | joint | $1.0M – $5.0M |
| Washington ResidenceDescription: Condo (Washington, DC) None |
Real estate | joint | $500K – $1.0M |
| FBND - Fidelity Total Bond ETF Dividends, Capital Gains |
ETFs | joint | $250K – $500K |
| Nashville ResidenceDescription: Condo (Nashville, TN) Rent/Royalties |
Real estate | joint | $250K – $500K |
| HNACX - Harbor Capital Appreciation Fund - Retirement Cl None |
Mutual funds | joint | $250K – $500K |
| IVV - iShares Core S&P 500 Dividends, Capital Gains |
ETFs | joint | $100K – $250K |
| ABNFX - The Bond Fd of America Class F-2 Shares Dividends, Capital Gains |
Mutual funds | joint | $100K – $250K |
| HDGIX - The Hartford Dividend & Growth Fund Class I Dividends, Capital Gains |
Mutual funds | joint | $100K – $250K |
| IWD - iShares Russell 1000 Value ETF Dividends |
ETFs | joint | $100K – $250K |
| MAHQX - Blackrock Total Return Fund Class I Dividends, Capital Gains |
Mutual funds | joint | $100K – $250K |
| IBM - International Business Machines Corporation Common None |
Stocks | self | $100K – $250K |
| IEFA - iShares Core MSCI EAFE ETF Dividends |
ETFs | joint | $100K – $250K |
| PONPX - Pimco Income Fund Class I-2 Dividends, Capital Gains |
Mutual funds | joint | $100K – $250K |
| IWF - iShares Russell 1000 Growth ETF Dividends |
ETFs | joint | $100K – $250K |
| IEMG - iShares Core MSCI Emerging Markets ETF Dividends |
ETFs | joint | $50K – $100K |
Liabilities (2026)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Wells Fargo Cornelius, NC | Home Equity Line of Credit | self | $100K – $250K |
| Wells Fargo Cornelius, NC | Mortgage | self | $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.