Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Sen. Ted Budd (R-NC)
House / Senate · Republican (most recent term) · NC · in Congress 2017–present · Bioguide ID B001305
Party history by chamber: House R 2017–2023, Senate R 2023–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 2016) | 2016 | $1,203,057 | $2,490,528 | $3,777,999 |
| (b) Latest net worth estimate | 2025 | $2,298,050 | $5,991,523 | $9,684,996 |
| (c) Estimated gain / loss, nominal dollars, 2016 → 2025 (9 years spanned) | 2016–2025 | −$1,479,949 | +$3,500,995 | +$8,481,939 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): 2016: 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 |
|---|---|---|---|---|---|
| 2016 | $2,665,528 | $175,000 | $2,490,528 | $1,203,057 … $3,777,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2017 | $4,411,538 | $625,002 | $3,786,536 | $1,751,075 … $5,821,997 | computed |
| 2018 | $6,650,536 | $625,002 | $6,025,534 | $2,298,071 … $9,752,997 | computed |
| 2019 | $7,149,034 | $990,002 | $6,159,032 | $2,129,069 … $10,188,995 | computed |
| 2020 | $6,932,033 | $495,002 | $6,437,032 | $2,639,066 … $10,234,997 | computed |
| 2021 | $9,115,034 | $615,002 | $8,500,032 | $3,908,069 … $13,091,996 | computed |
| 2022 | $7,585,531 | $657,502 | $6,928,029 | $2,881,062 … $10,974,996 | computed |
| 2023 | $7,435,030 | $615,002 | $6,820,028 | $2,820,059 … $10,819,996 | computed |
| 2024 | $6,132,023 | $637,502 | $5,494,521 | $1,989,046 … $8,999,996 | computed |
| 2025 | $6,629,025 | $637,502 | $5,991,523 | $2,298,050 … $9,684,996 | computed |
- 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.)+8.4%
Simple average of years+10.6%
Years estimated5
Best / worst single year2018 +58%
2024 -9%
2024 -9%
Reliability flags: 1 year(s) driven by income/one position/range artefact; 1 unparsed value(s).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): -0.5% to +11.5%. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2016→2017 | $0 | $145,006 | $502 | $248,016 | $0 | n/a | n/a … n/a | n/a … n/a | 0% | excluded; not eligible: traced prior-year value below $50,000; many new/exited positions |
| 2017→2018 | $4,207,032 | $6,089,031 | $568,018 | $73,002 | $48,502 | +57.7% | +16.1% … +75.3% | -73% … +188% | 95% | counted; single position drives the result (range jump) |
| 2018→2019 | $3,856,517 | $3,846,013 | $551,804 | $0 | $8,000 | +14.2% | +7.2% … +15.9% | -123% … +151% | 58% | excluded; not eligible: traced coverage 58% < 60% |
| 2019→2020 | $3,415,013 | $3,550,515 | $555,010 | $289,015 | $128,506 | +15.5% | +10.4% … +16.6% | -142% … +173% | 48% | excluded; not eligible: traced coverage 48% < 60%; many new/exited positions |
| 2020→2021 | $6,428,028 | $6,132,024 | $577,014 | $64,004 | $64,004 | +4.4% | -1.4% … +6.2% | -108% … +117% | 93% | counted |
| 2021→2022 | $0 | $0 | $0 | $0 | $0 | n/a | n/a … n/a | n/a … n/a | 0% | excluded; not eligible: traced prior-year value below $50,000 |
| 2022→2023 | $7,465,025 | $7,314,025 | $104,656 | $0 | $0 | -0.6% | -2.0% … -0.2% | -100% … +99% | 98% | counted |
| 2023→2024 | $6,195,018 | $5,545,018 | $73,856 | $0 | $0 | -9.3% | -13.9% … -7.8% | -110% … +92% | 83% | counted |
| 2024→2025 | $4,837,516 | $4,837,516 | $40,404 | $0 | $0 | +0.8% | +0.8% … +0.9% | -115% … +117% | 79% | 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 |
|---|---|---|---|---|---|---|
| 2016 | 10013370 | House amendment | 1/21/2017 | 91 | 1 | 10013370.pdf22dbff39fb8b6451da7629df0c5f159944e5a2d348a936049a38d218c8933ff9 |
| 2017 | 10020692 | House annual | 7/12/2018 | 78 | 0 | 10020692.pdf56365d55ceaab4357f335b7c566959b80593c5f4465639cfafbb1cf81e15157b |
| 2018 | 10025740 | House annual | 7/22/2019 | 80 | 0 | 10025740.pdfa073f7e5a61b6e4a32c39591d6499103aff8f0bb7664bff959bc99abe94c0da3 |
| 2019 | 10036588 | House annual | 8/4/2020 | 86 | 0 | 10036588.pdf17ded257743b29779963dd66da1712d3d5f1890e55d4578b684fa2b8670d498c |
| 2020 | 10041365 | House annual | 7/30/2021 | 101 | 0 | 10041365.pdf01356930fce63f4414ee91d112cabd09be0f1628b667d3186ec32e1d83354567 |
| 2021 | 10047528 | House annual | 8/12/2022 | 83 | 0 | 10047528.pdf28a75ce1a0549f3a445e65e38e4762f7ec6a7a115c7679c4ec634d5a18e53943 |
| 2022 | e980fd1e-16f5-4a17-81db-48d65dc55ddd | Senate amendment | 08/13/2024 | 62 | 0 | Senate eFD report2d4531b2dec8e7d10a1baf351dd43c86226b4cec8c81989f21b97cc0f2fd63b5 |
| 2023 | ac4f24bc-25fa-4821-80ca-0aa41539710d | Senate annual | 08/13/2024 | 59 | 0 | Senate eFD report51df69389ff23f6de3beec60c26d94be5412f068716ebb49894e321eef47fb52 |
| 2024 | 81dc00fe-0704-465b-8a07-5648b4711d24 | Senate annual | 08/07/2025 | 46 | 0 | Senate eFD report3bb1f698b35cdbffaf29f360738b8c1a74dfbd1b3773437d93e8c0fd073e474f |
| 2025 | 191f9640-6a2c-4534-a395-567467035bef | Senate annual | 08/07/2026 | 50 | 0 | Senate eFD report797c78d39bff582ad2f565029f86473d9f731f75f6ca578e45ee9396ba5fa514 |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Truist Financial (Winston Salem, North Carolina) Type: Checking, Money Market Account, Sav | JT | held | $250,001 - $500,000 | $100,001 - $250,000 | $0 | $0 |
| Fidelity Brokerage Services #18 ⇒ RTNSX - Russell Investment Tax-Managed International Equ | SP | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Fidelity Brokerage Services #18 ⇒ DFAX - Dimensional World Ex U.S. Core Equity 2 ETF | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Amy Kathryn Budd 2017 Irrv Trust FBO (DC2) - Trust ⇒ DFNM - Dimensional National Municipal | DC | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| AKB - ROTH IRA ⇒ VADDX - Invesco Equally-Weighted S&P 500 Fund Class Y | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| TPB - ROTH IRA ⇒ DFAU - Dimensional US Core Equity Market ETF | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Fidelity Brokerage Services #18 ⇒ RTHSX - Russell Investments Tax-Exempt High Yield Bond F | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Amy Kathryn Budd 2017 Irrv Trust FBO (DC3) - Trust ⇒ DFNM - Dimensional National Municipal | DC | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
Largest movers 2023→2024
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Budd Family LLC Company: Budd Family LLC (Winston Salem, North Carolina) Description: Real | DC | held | $250,001 - $500,000; $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
| Budd Family LLC Company: Budd Family LLC (Winston Salem, North Carolina) Description: Real | DC | held | $250,001 - $500,000; $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
| Fidelity Brokerage Services #18 ⇒ DFUS - Dimensional U.S. Equity ETF | SP | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| AKB - ROTH IRA ⇒ DUHP - Dimensional US High Profitability ETF | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Amy Kathryn Budd 2017 Irrv Trust FBO (DC3) - Trust ⇒ DFNM - Dimensional National Municipal | DC | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| TPB - ROTH IRA ⇒ CMCYX - VanEck CM Commodity Index Fund Class Y | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| AKB - ROTH IRA ⇒ RLESX - Russell Investments U.S. Small Cap Equity Fund Cla | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| TPB - ROTH IRA ⇒ RLESX - Russell Investments U.S. Small Cap Equity Fund Cla | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $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 Services #18 ⇒ DFUS - Dimensional U.S. Equity ETF | SP | held | $100,001 - $250,000 | $50,001 - $100,000 | $0 | $0 |
| Fidelity Brokerage Services #18 ⇒ DFAX - Dimensional World Ex U.S. Core Equity 2 ETF | SP | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Fidelity Brokerage Services #18 ⇒ DFAS - Dimensional U.S. Small Cap ETF | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| TPB - ROTH IRA ⇒ DUHP - Dimensional US High Profitability ETF | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Fidelity Brokerage Services #18 ⇒ RTHSX - Russell Investments Tax-Exempt High Yield Bond F | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| AKB - ROTH IRA ⇒ DFAU - Dimensional US Core Equity Market ETF | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Citibank, NA (Sioux Falls, SD) Type: Savings | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| AKB - ROTH IRA ⇒ FIQGX - Fidelity Advisor Emerging Markets Discovery Fund | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $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).