Rep. Troy Balderson (R-OH)
House · Republican (most recent term) · OH-12 · in Congress 2018–present · Bioguide ID B001306
Party history: R 2018–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 2018, the member's first year in office) | 2018 | $17,003 | $48,502 | $80,000 |
| (b) Latest net worth estimate | 2025 | −$34,997 | $207,501 | $449,999 |
| (c) Estimated gain / loss, nominal dollars, 2018 → 2025 (7 years spanned) | 2018–2025 | −$114,997 | +$159,000 | +$432,996 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): none for these two endpoints. 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 |
|---|---|---|---|---|---|
| 2018 | $48,502 | $0 | $48,502 | $17,003 … $80,000 | computed |
| 2019 | $73,002 | $0 | $73,002 | $31,003 … $115,000 | computed |
| 2020 | $315,002 | $75,000 | $240,002 | $80,004 … $399,999 | computed |
| 2021 | $315,002 | $75,000 | $240,002 | $80,004 … $399,999 | computed |
| 2022 | $315,002 | $375,000 | −$59,998 | −$319,996 … $199,999 | computed |
| 2023 | $315,002 | $375,000 | −$59,998 | −$319,996 … $199,999 | computed |
| 2024 | $282,502 | $375,000 | −$92,499 | −$334,997 … $149,999 | computed |
| 2025 | $382,502 | $175,000 | $207,501 | −$34,997 … $449,999 | 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.
2021 +3%
Reliability flags: 1 year(s) driven by income/one position/range artefact.
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +32.0% to +21.9%. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2018→2019 | $48,502 | $73,002 | $0 | $0 | $0 | +50.5% | +43.8% … +82.3% | -101% … +202% | 100% | excluded; not eligible: traced prior-year value below $50,000 |
| 2019→2020 | $65,001 | $107,501 | $0 | $0 | $0 | +65.4% | +50.0% … +116.7% | -54% … +185% | 89% | counted; single position drives the result (range jump) |
| 2020→2021 | $315,002 | $315,002 | $10,000 | $0 | $0 | +3.2% | +2.8% … +3.3% | -84% … +90% | 100% | counted |
| 2021→2022 | $75,000 | $75,000 | $0 | $0 | $0 | +0.0% | +0.0% … +0.0% | -67% … +67% | 24% | excluded; not eligible: traced coverage 24% < 60% |
| 2022→2023 | $282,502 | $282,502 | $10,000 | $0 | $0 | +3.5% | +3.0% … +3.8% | -81% … +88% | 90% | counted |
| 2023→2024 | $240,002 | $282,502 | $10,000 | $0 | $0 | +21.9% | +18.6% … +30.8% | -75% … +119% | 76% | counted |
| 2024→2025 | $282,502 | $382,502 | $10,000 | $0 | $0 | +38.9% | +33.3% … +41.2% | -64% … +142% | 100% | 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 |
|---|---|---|---|---|---|---|
| 2018 | 10027826 | House annual | 5/15/2019 | 3 | 0 | 10027826.pdfb1c342521f06d6351631af979986e2225b9171550702261a4c986895c7ee8f68 |
| 2019 | 10036857 | House annual | 8/13/2020 | 3 | 0 | 10036857.pdff6133b855b146f6ea633442a59807c900b6019b8e4764dd0a9df45ab801bf42e |
| 2020 | 10043807 | House amendment | 10/1/2021 | 4 | 0 | 10043807.pdf88cf361f97605375623a174fd11b580bf2ae8a35e31a8a8a841093764616119a |
| 2021 | 10046351 | House annual | 5/12/2022 | 4 | 0 | 10046351.pdf9e80befdd40e9fe15bb129231f2bf1359ac2f93ad83c033d0599305944933193 |
| 2022 | 10052617 | House annual | 5/10/2023 | 4 | 0 | 10052617.pdfe43e8e8de86242a5429d78c30912a93b54eebee437e08743ea4dead70326d85b |
| 2023 | 10057373 | House annual | 5/2/2024 | 4 | 0 | 10057373.pdfe4d64621d0595d527bffd418fbac726829949c181aa98c887f4c337c84c20fcc |
| 2024 | 10072753 | House amendment | 12/10/2025 | 3 | 0 | 10072753.pdfed2566e3931b090074479daa4cef35ed2cd64e86eb57def2e91aa53f7b3550ea |
| 2025 | 10075720 | House annual | 4/17/2026 | 3 | 0 | 10075720.pdf27cb459fd8b5f977da5d7de971687805e1c2df978aee5a205c7543218681bcd9 |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Rental Property [RP] | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Huntington Bank [BA] | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Ohio Public Employee Retirement System [PE] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
Largest movers 2023→2024
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Edward Jones ⇒ AMCAP Fund, Class A Shares A (AMCPX) [MF] | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Rental Property [RP] | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Huntington Bank [BA] | — | held | $15,001 - $50,000 | $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) |
|---|---|---|---|---|---|---|
| Edward Jones ⇒ AMCAP Fund, Class A Shares A (AMCPX) [MF] | — | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Rental Property [RP] | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Huntington Bank [BA] | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $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).