Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Jake Auchincloss (D-MA)
House · Democrat (most recent term) · MA-4 · in Congress 2021–present · Bioguide ID A000148
Party history: D 2021–present. Source: term data in unitedstates/congress-legislators (CC0); party shown is as recorded per term there.
Estimated net worth (from public disclosures)
| Estimate | Report year | Low | Mid | High |
|---|---|---|---|---|
| (a) Estimated net worth before entering office (report year 2019) | 2019 | $750,019 | $1,262,510 | $1,775,000 |
| (b) Latest net worth estimate | 2025 | −$3,549,904 | $676,047 | $4,901,998 |
| (c) Estimated gain / loss, nominal dollars, 2019 → 2025 (6 years spanned) | 2019–2025 | −$5,324,904 | −$586,462 | +$4,151,979 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): 2025: 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket. Included in the recommended dollar-gain ranking.
Net worth by report year (mid; Low–High)
| Report year | Assets (mid) | Liabilities (mid) | Net worth mid | Low … High | Status / flags |
|---|---|---|---|---|---|
| 2019 | $1,262,510 | $0 | $1,262,510 | $750,019 … $1,775,000 | computed |
| 2020 | $1,651,029 | $0 | $1,651,029 | $747,058 … $2,555,000 | computed |
| 2021 | $5,435,043 | $750,000 | $4,685,042 | $1,220,086 … $8,149,999 | computed |
| 2022 | $5,204,540 | $750,000 | $4,454,539 | $1,074,079 … $7,834,999 | computed |
| 2023 | $6,054,050 | $750,000 | $5,304,050 | $1,538,101 … $9,069,999 | computed |
| 2024 | $4,649,556 | $750,000 | $3,899,556 | $1,492,112 … $6,306,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2025 | $4,426,048 | $3,750,001 | $676,047 | −$3,549,904 … $4,901,998 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
- What this is: Net worth = Schedule A assets (each value range at its midpoint; low–high range shown) minus Schedule D liabilities (midpoints / ranges). Low = assets at range floors minus liabilities at range ceilings; Mid = midpoints; High = assets at ceilings minus liabilities at floors. Low and High are outer bounds of the reported ranges, not likely outcomes.
- What it excludes / understates: exact values (only ranges are reported); a personal residence is not reported as an asset (although a mortgage on it may be listed as a liability, which then lowers the estimate); retirement and federal accounts (e.g. Thrift Savings Plan, defined-benefit pensions) are only partly or not reported; assets of excepted/blind trusts, cash held below reporting thresholds, vehicles, household goods and most spouse/dependent items exempt from reporting are not included; liabilities on a personal residence, revolving credit under thresholds and loans to family may be omitted by filers.
- Open-ended top ranges (e.g. “Over $50,000,000”) are counted at their lower bound and flagged, so such values are understated.
- The change is a change in estimated net worth in nominal dollars (no inflation adjustment). It includes salary, gifts, inheritances, business income and re-valuation as well as investment results, and it is subject to range-bracket noise; it is not an investment return and implies nothing about conduct.
Read this first. Members report asset values only as ranges (e.g. “$15,001 – $50,000”), never exact dollars. Every figure below is an estimate computed from range midpoints, not a measured return. Figures cannot be interpreted as investment performance, and they do not show wrongdoing or skill. Methodology and limitations are at the end and in the project README. Sources: public financial disclosure reports filed with the Clerk of the U.S. House of Representatives and/or the Secretary of the Senate (Senate eFD), linked below.
Avg. annual change (geometric, est.)+6.8%
Simple average of years+7.2%
Years estimated4
Best / worst single year2021 +16%
2022 -6%
2022 -6%
Reliability flags: few years (4); 2/4 years trading-dominated; 2 unparsed value(s).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +21.2% to +2.6%. This band is narrow because it moves both years together; the true uncertainty is larger — see the per-year “strict envelope” column and the limitations.
Estimated year-over-year change
Bars: midpoint estimate; whisker: same-position floor/ceiling band. Axis clipped to −100%…+150%. Years with insufficient traceable holdings are omitted.
| Year (t−1 → t) | Opening value (mid) | Closing value (mid) | Income (mid) | Buys (mid) | Sales (mid) | Est. gain | Same-position band | Strict envelope | Traced coverage | Status / flags |
|---|---|---|---|---|---|---|---|---|---|---|
| 2019→2020 | $590,504 | $183,001 | $100 | $0 | $0 | -69.0% | -72.4% … -67.5% | -121% … -17% | 47% | excluded; not eligible: traced coverage 47% < 60% |
| 2020→2021 | $1,387,026 | $1,914,531 | $7,155 | $586,516 | $279,007 | +16.4% | +8.6% … +43.6% | -144% … +177% | 84% | counted |
| 2021→2022 | $5,101,036 | $4,943,035 | $83,306 | $598,024 | $388,012 | -5.6% | -5.7% … -5.6% | -137% … +126% | 94% | counted; many new/exited positions |
| 2022→2023 | $3,588,506 | $4,191,021 | $75,601 | $677,027 | $487,008 | +13.6% | +9.8% … +30.3% | -142% … +169% | 69% | counted; many new/exited positions |
| 2023→2024 | $650,509 | $1,352,014 | $701 | $329,018 | $0 | +57.4% | +45.3% … +88.7% | -122% … +236% | 11% | excluded; not eligible: traced coverage 11% < 60%; many new/exited positions |
| 2024→2025 | $3,578,551 | $3,887,543 | $27,810 | $544,532 | $364,509 | +4.4% | -1.7% … +22.2% | -113% … +122% | 78% | counted |
Filings used
Each annual-report year uses one filing (most recently filed version among originals/amendments whose Schedule A row count is ≥ 40% of the largest). Electronic (text) PDFs are parsed. Scanned/image-only filings are OCR-read and used only if they pass the explicit validation gates described in the project README (value/income coverage, two-engine agreement, exact bracket snapping, page completeness, year-to-year position continuity); such years are labelled OCR-derived below. Scanned filings that fail validation are listed as “insufficient data – scanned”.
| Report year | Doc ID | Type | Filed | Schedule A rows | Rows with unparsed value | Source (official filing) / SHA-256 |
|---|---|---|---|---|---|---|
| 2019 | 10044767 | House amendment | 4/10/2022 | 45 | 0 | 10044767.pdf530fd98ca706f2b22a4b72adb5ac4a3eb08403f692913f7e93f0c232a598e31d |
| 2020 | 10044769 | House amendment | 4/10/2022 | 74 | 0 | 10044769.pdf7d22cbd2540ae07562b87082808587b6456d43eeb20a878e76555aaed40f46e2 |
| 2021 | 10047147 | House annual | 5/15/2022 | 86 | 0 | 10047147.pdf6caa1aabf205547c587dd9c589b50dc4429767bcb4e17882e25bbefa647090f9 |
| 2022 | 10052108 | House annual | 5/5/2023 | 81 | 0 | 10052108.pdf6aeb9dd82ac631f72e0522b961b888ccfef783ea4b8ba6db89d8e03f5b67fd52 |
| 2023 | 10059259 | House annual | 5/3/2024 | 110 | 0 | 10059259.pdfef7a1b73da3ad1724feefab094136273986099524090f5c309f8708aedd1ec6b |
| 2024 | 10074498 | House amendment | 4/9/2026 | 122 | 1 | 10074498.pdf505def0518cbcb6790da4a81721f0b4708410e8138bc27ef4da8ec1df28bede3 |
| 2025 | 10073339 | House annual | 4/9/2026 | 114 | 1 | 10073339.pdf5968ffca690efc574117aad478aacdca9253f900d00899346250b521fa90f6f4 |
Largest movers 2021→2022
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Bank of America Checking - MG [BA] | SP | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| SFP/MMLIS Individual Acct - JA ⇒ Hartford Schroders International Stock (SCIEX) [MF] | — | held | $50,001 - $100,000 | $1,001 - $15,000 | $0 | $0 |
| Bain 401k ⇒ Vanguard Target Retirement 2050 Tr I [MF] | SP | held | $100,001 - $250,000 | $100,001 - $250,000 | $56,502 | $0 |
| SFP/MMLIS Individual Acct - MG ⇒ iShares MSCI USA ESG SLC (SUSA) [EF] | SP | held | $50,001 - $100,000 | $15,001 - $50,000 | $8,000 | $0 |
| SFP/MMLIS Individual Acct - MG ⇒ SPDR S&P 500 Fossil Fuel Reserves Free (SPYX) [EF] | SP | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| USAA Savings - Joint [BA] | JT | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| SFP/MMLIS Roth IRA - MG ⇒ Hartford Schroders International Stock (SCIEX) [MF] | SP | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $8,000 |
| SFP/MMLIS Roth IRA - MG ⇒ iShares MSCI USA ESG SLC (SUSA) [EF] | SP | held | $50,001 - $100,000 | $50,001 - $100,000 | $32,500 | $0 |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Bain 401k ⇒ Vanguard Target Retirement 2050 Tr I [OT] | SP | held | $100,001 - $250,000 | None | $48,502 | $375,000 |
| SFP/MMLIS Roth IRA - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) [EF] | SP | new | — | $100,001 - $250,000 | $32,500 | $0 |
| Bank of America Checking - MG [BA] | SP | held | $100,001 - $250,000 | $50,001 - $100,000 | $0 | $0 |
| SFP/MMLIS Roth IRA - MG ⇒ Hartford Schroders International Stock Fund (SCIEX) [MF] | SP | new | — | $50,001 - $100,000 | $8,000 | $8,000 |
| USAA checking & savings [BA] | — | held | $1,001 - $15,000 | $50,001 - $100,000 | $0 | $0 |
| USAA Savings - Joint [BA] | JT | held | $50,001 - $100,000 | $1,001 - $15,000 | $0 | $0 |
| SFP/MMLIS Roth IRA - MG ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF] | SP | new | — | $50,001 - $100,000 | $32,500 | $8,000 |
| USAA Checking - Joint [BA] | JT | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
Largest movers 2024→2025
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Fidelity Brokerage - MG ⇒ State Street Corporation Common Stock (STT) [RS] Corporation. | — | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Merrill Lynch Brokerage - JA ⇒ ML Bank Deposit Program [BA] | — | held | $1,001 - $15,000 | $100,001 - $250,000 | $0 | $0 |
| USAA Savings - Joint [BA] | JT | held | $100,001 - $250,000 | $1,001 - $15,000 | $0 | $0 |
| Fidelity - State Street Salary Savings Program ⇒ State Street Target Retirement 2050 Fund | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $192,012 | $0 |
| Bank of America Savings - MG [BA] | SP | held | $100,001 - $250,000 | $50,001 - $100,000 | $0 | $0 |
| Merrill Lynch Roth IRA - MG ⇒ Ariel Fund Instl Cl (ARAIX) [MF] | SP | held | $50,001 - $100,000 | $100,001 - $250,000 | $32,500 | $0 |
| Merrill Lynch IRA - MG ⇒ iShares MSCI USA ESG Select ETF (SUSA) [EF] | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| 529 DC2 ⇒ American Balanced Fund - Class 529-F-2 (FBAFX) [MF] | DC | held | $15,001 - $50,000 | $50,001 - $100,000 | $8,000 | $0 |
Method (summary)
- Schedule A asset rows are read from each annual report; the dollar range for each row is converted to its midpoint. Open-ended top ranges (“Over $50,000,000”) are excluded from the traced set and counted as a coverage loss.
- Positions are matched year to year by owner code (self/SP/DC/JT) + normalised asset name. A position that appears only in year t is included only if Schedule B shows a purchase of it in year t (opening value 0); a position that disappears is included only if Schedule B shows a sale (closing value 0). Otherwise it is excluded as unexplained.
- Estimated gain = (closing − opening + reported income − purchases + sale proceeds) ÷ opening, all at midpoints, for the traced positions. “Capital gains” income is not added again (it is already in value change and sale proceeds).
- A year counts only if traced opening value ≥ $50,000 and traced coverage ≥ 60% of the opening midpoint. A member is ranked only with ≥ 3 such years (exactly 2 = “limited data”, shown but unranked). Average = geometric mean of (1+yearly estimate).
Limitations
- Ranges are wide (up to a factor of 5 or more, and up to $50M+ open-ended); a holding can move between ranges without any real change in value, and stay in a range while moving materially. Yearly estimates are therefore noisy; the “strict envelope” shows the mathematical worst/best case and is typically wider than ±100%.
- Purchases and sales are only disclosed as ranges and only for transactions over $1,000; partial sales, dividend reinvestment, spousal/dependent accounts and retirement-plan funds are reported inconsistently. Excepted/blind trusts, personal residences and certain pensions are not reported at all.
- Filers sometimes change how they list assets (e.g. listing a brokerage account vs. its individual holdings), which can make positions untraceable across years; these are excluded rather than guessed.
- Asset values in an annual report are as of Dec 31 of the reporting year; the report year t−1→t covers that calendar year. Late or amended filings are used when filed; extensions can delay them.
- The text of these reports is machine-parsed from PDFs; parse errors are possible. Every number links back to the cited filing. This is not investment advice.
- Use of these filings is restricted by 5 U.S.C. § 105(c) (no unlawful, commercial or credit-rating purpose, and none for solicitation of money).
Generated 2026-10-01 by an automated pipeline. Data: Office of the Clerk, U.S. House of Representatives (disclosures-clerk.house.gov); member roster: unitedstates/congress-legislators (CC0).