Rep. Becca Balint (D-VT)
House · Democrat (most recent term) · VT-0 · in Congress 2023–present · Bioguide ID B001318
Party history: D 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 2022) | 2022 | $409,087 | $1,222,044 | $2,035,000 |
| (b) Latest net worth estimate | 2025 | $937,088 | $2,046,044 | $3,155,000 |
| (c) Estimated gain / loss, nominal dollars, 2022 → 2025 (3 years spanned) | 2022–2025 | −$1,097,912 | +$824,000 | +$2,745,913 |
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 |
|---|---|---|---|---|---|
| 2022 | $1,222,044 | $0 | $1,222,044 | $409,087 … $2,035,000 | computed |
| 2023 | $1,303,044 | $0 | $1,303,044 | $492,088 … $2,114,000 | computed |
| 2024 | $1,621,044 | $0 | $1,621,044 | $679,087 … $2,563,000 | computed |
| 2025 | $2,046,044 | $0 | $2,046,044 | $937,088 … $3,155,000 | 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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2022→2023 | $411,016 | $562,517 | $15,506 | $24,002 | $16,001 | +38.7% | +28.5% … +99.8% | -125% … +202% | 34% | excluded; not eligible: traced coverage 34% < 60% |
| 2023→2024 | $1,211,038 | $1,376,038 | $14,360 | $461,018 | $220,505 | -5.0% | -9.8% … +15.4% | -171% … +161% | 93% | counted |
| 2024→2025 | $1,498,039 | $1,941,040 | $4,804 | $342,013 | $139,004 | +16.3% | +12.0% … +32.7% | -131% … +164% | 92% | 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 |
|---|---|---|---|---|---|---|
| 2022 | 10060996 | House amendment | 5/15/2024 | 95 | 0 | 10060996.pdfa3cf3c668a5b9dc8130a42904e86597df30695dad71e8a7593ff276544a9fe52 |
| 2023 | 10059414 | House annual | 5/15/2024 | 90 | 0 | 10059414.pdf5cf8df549ec062b9ac68b255f1126017b1bc940c82281c227c848d2fb34e4897 |
| 2024 | 10066161 | House annual | 5/6/2025 | 95 | 0 | 10066161.pdf0bf2028c1202e320a5e1843ca72144b0b55bd9872fd220d36a87c26589176004 |
| 2025 | 10075825 | House annual | 4/30/2026 | 94 | 0 | 10075825.pdfd8812d7814c78cc4e4b12c9cac484d814c3b6fe2cbfa107f05656543194ad641 |
Largest movers 2023→2024
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Elizabeth Wohl IRA ⇒ Boston Trust Midcap Fund (BTMFX) [MF] | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $8,000 | $0 |
| Elizabeth Wohl IRA ⇒ Nuveen ESG Large-Cap Growth ETF (NULG) [EF] | SP | new | — | $50,001 - $100,000 | $107,501 | $0 |
| Rebecca Balint IRA ⇒ Fidelity Large Cap Growth Index Fund (FSPGX) [MF] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Balint & Wohl- Joint WROS ⇒ Calvert Small Cap Fund Class I (CSVIX) [MF] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $16,001 | $0 |
| Balint & Wohl- Joint WROS ⇒ Neuberger Berman Core Bond Institutional Class (NCRLX) [MF] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $16,001 | $0 |
| Rebecca Balint Roth IRA ⇒ Parnassus Core Equity Fund-Institutional Shares (PRILX) [MF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $16,001 | $0 |
| Balint & Wohl- Joint WROS ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $16,001 | $0 |
| Balint & Wohl- Joint WROS ⇒ Praxis Value Index Fund, Class A Shares (MVIAX) [MF] | JT | held | $1,001 - $15,000 | $15,001 - $50,000 | $16,001 | $0 |
Largest movers 2024→2025
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Elizabeth Wohl IRA ⇒ Nuveen ESG Large-Cap Growth ETF (NULG) [EF] | SP | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Brattleboro Savings & Loan [BA] The Girl in the Yellow Pantsuit: Essays on Politics, Histo | JT | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Elizabeth Wohl IRA ⇒ Advisory Retirement Sweep Program [IH] | SP | held | $1,001 - $15,000 | $50,001 - $100,000 | $0 | $0 |
| Fidelity Inc. 401k ⇒ Fidelity Freedom 2040 (FFFFX) [MF] | SP | held | $15,001 - $50,000 | None | $0 | $75,000 |
| Elizabeth Wohl IRA ⇒ Trillium ESG Global Equity Fund Investor (PORTX) [MF] | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $8,000 | $0 |
| Rebecca Balint Roth IRA ⇒ Goldman Sachs International Equity ESG Fund - Institutional Shar | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Rebecca Balint IRA ⇒ Fidelity Large Cap Growth Index Fund (FSPGX) [MF] | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $8,000 |
| DC 1 Education Trust ⇒ T. Rowe Price Overseas Stock Fund - I Class (TROIX) [MF] | DC | held | $1,001 - $15,000 | $1,001 - $15,000 | $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).