Net worth · from the 2025 annual disclosure, filed 2026-06-10
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)
−$274K – $100K
+$248K midpoint change vs 2018
Assets
$26K – $215K
13 line items
Liabilities
$115K – $300K
2 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2025 | house | $26K – $215K | $115K – $300K | −$274K – $100K | 13 / 2 | PDF 2026-06-10 |
| 2024 | house | $59K – $235K | $615K – $1.3M | −$1.2M – −$380K | 11 / 3 | PDF 2025-05-14 |
| 2023 | house | $8K – $120K | $615K – $1.3M | −$1.3M – −$495K | 9 / 3 | PDF 2024-08-13 |
| 2022 | house | $9K – $136K | $615K – $1.3M | −$1.3M – −$479K | 11 / 3 | PDF 2023-05-15 |
| 2021 | house | $48K – $196K | $815K – $1.6M | −$1.6M – −$619K | 8 / 4 | PDF 2022-05-16 |
| 2020 | house | $33K – $146K | $465K – $1.0M | −$967K – −$319K | 7 / 5 | PDF 2021-08-09 |
| 2019 | house | $19K – $111K | $225K – $510K | −$491K – −$114K | 7 / 5 | PDF 2020-07-19 |
| 2018 | house | $19K – $111K | $240K – $560K | −$541K – −$129K | 7 / 6 | PDF 2019-07-10 |
Where the money is (2025)
Largest disclosed assets (2025)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| Fidelity - Cash Tax-Deferred |
Cash & bank | self | $15K – $50K |
| PHTJX Institutional Class (PHTJX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| CGFAX The Growth Fund of America Class 529-A Shares (CGFAX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| CGFCX The Growth Fund of America Class 529-C Shares (CGFCX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| FRISX FMT Rising Dividends Fd Cl R6 (FRISX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| ISTB iShares Core 1-5 Year USD Bond ETF (ISTB) Tax-Deferred |
ETFs | self | $1K – $15K |
| JLGMX JPMorgan Large Cap Growth Fund R6 (JLGMX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| PIMIX PIMCO Income Fund Insti Class (PIMIX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| HDGFX The Hartford Dividend & Growth Fund Class F (HDGFX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| HMVFX The Hartford MidCap Value Fund Class F (HMVFX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| GWPAX American Funds Growth Portfolio Class A (GWPAX) Tax-Deferred |
Mutual funds | self | $1K – $15K |
| Texas Employees Retirement System Plan Tax-Deferred |
Retirement | self | $1K – $15K |
| Wells Fargo Bank, N.A. | Cash & bank | self | — |
Liabilities (2025)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| NewRez LLC DBA Shellpoint Mortgage | Mortgage | spouse | $100K – $250K |
| PNC Bank | Credit Card | spouse | $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.