Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Michael E. Capuano (D-MA)
House · Democrat (most recent term) · MA-7 · in Congress 1999–2019 · Bioguide ID C001037
Party history: D 1999–2019. 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 at the earliest available report (2013); the member entered office earlier, in 1999 | 2013 | $572,040 | $1,744,518 | $2,916,997 |
| (b) Latest net worth estimate | 2017 | $1,346,046 | $2,781,522 | $4,216,998 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2017 (4 years spanned) | 2013–2017 | −$1,570,951 | +$1,037,004 | +$3,644,958 |
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 |
|---|---|---|---|---|---|
| 2013 | $2,327,020 | $582,502 | $1,744,518 | $572,040 … $2,916,997 | computed |
| 2014 | $2,808,020 | $440,002 | $2,368,019 | $1,079,041 … $3,656,997 | computed |
| 2015 | $3,021,522 | $440,002 | $2,581,520 | $1,212,044 … $3,950,997 | computed |
| 2016 | $3,144,022 | $440,002 | $2,704,020 | $1,282,044 … $4,125,997 | computed |
| 2017 | $3,201,523 | $420,001 | $2,781,522 | $1,346,046 … $4,216,998 | 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.)+6.2%
Simple average of years+6.7%
Years estimated4
Best / worst single year2014 +23%
2017 -3%
2017 -3%
Reliability flags: few years (4).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +7.4% to +5.7%. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2013→2014 | $2,294,520 | $2,767,520 | $53,004 | $8,000 | $0 | +22.6% | +21.8% … +24.3% | -68% … +113% | 99% | counted |
| 2014→2015 | $2,742,018 | $2,883,019 | $53,004 | $203,507 | $40,501 | +1.1% | -0.1% … +4.0% | -87% … +89% | 98% | counted |
| 2015→2016 | $3,021,522 | $3,144,022 | $46,754 | $383,008 | $383,008 | +5.6% | +5.1% … +5.8% | -91% … +102% | 100% | counted; many new/exited positions |
| 2016→2017 | $3,136,022 | $3,031,020 | $53,004 | $32,500 | $0 | -2.7% | -3.0% … -1.9% | -82% … +77% | 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 |
|---|---|---|---|---|---|---|
| 2013 | 10000969 | House annual | 5/5/2014 | 40 | 0 | 10000969.pdf0757c229bf9fc5c4ee1b414d18704396cd5473d5e005a67cc1025f969912b68f |
| 2014 | 10005668 | House annual | 5/9/2015 | 41 | 0 | 10005668.pdf28c3a8030ef1f0b71aad2abaf09458d3352cb779265e812db37425eb002a3a8b |
| 2015 | 10010160 | House annual | 5/8/2016 | 46 | 0 | 10010160.pdf032fc317246b0622aa5b61e642b4d1b308865750c678073d8c42ebc89d8651e8 |
| 2016 | 10015045 | House annual | 5/15/2017 | 58 | 0 | 10015045.pdf8442c4c92bdd575d8ff25eb8232c7161c21c062b6eccf7023ad7b0301cffec82 |
| 2017 | 10021676 | House annual | 5/14/2018 | 50 | 0 | 10021676.pdf75bc3e49f8b99a3a8d1827fd20065b51c5cb6d24e5361e9b55ad4ea005ee64e2 |
Largest movers 2014→2015
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| CT&M, LLC | SP | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Charles Schwab 401K ⇒ Schwab Health Care Fund | SP | held | $15,001 - $50,000 | $15,001 - $50,000 | $83,001 | $0 |
| Nesteggs - IRA Rollover ⇒ Windward Aggressive Fund | SP | held | $50,001 - $100,000 | None | $0 | $0 |
| Fidelity - IRA Rollover ⇒ Royce Total Return FD Investment CL | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $8,000 | $0 |
| Charles Schwab 401K ⇒ Cash & MM Fund | SP | exited | $1,001 - $15,000 | — | $0 | $32,500 |
| Fidelity - IRA Rollover ⇒ Fidelity GNMA Fund | SP | new | — | $15,001 - $50,000 | $16,001 | $0 |
| Fidelity - IRA Rollover ⇒ Select Nat'l Gas | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $8,000 |
| Charles Schwab 401K ⇒ Principal Mid Cap Blend A | SP | held | $15,001 - $50,000 | $15,001 - $50,000 | $16,001 | $0 |
Largest movers 2015→2016
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Charles Schwab 401K ⇒ First Eagle Fund of America | SP | held | $1,001 - $15,000 | None | $0 | $40,501 |
| Charles Schwab 401K ⇒ Schwab Total Stock Market Fund | SP | held | $1,001 - $15,000 | None | $0 | $32,500 |
| Fidelity - IRA Rollover ⇒ Invesco Growth & Income Fund | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Charles Schwab 401K ⇒ Schwab Cash & MM Fund | SP | held | $1,001 - $15,000 | None | $0 | $32,500 |
| Fidelity - IRA Rollover ⇒ Pax World Small Cap Class A | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| TD Ameritrade 401K ⇒ First Eagle Fund of America | SP | new | — | $15,001 - $50,000 | $40,501 | $0 |
| Fidelity - IRA Rollover ⇒ Royce Total Return FD Investment CL | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| TD Ameritrade 401K ⇒ Harding Loevner Intl Sm | SP | new | — | $1,001 - $15,000 | $8,000 | $0 |
Largest movers 2016→2017
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Fidelity - IRA Rollover ⇒ Pax World Small Cap Class A [MF] | SP | held | $15,001 - $50,000 | None | $0 | $0 |
| Fidelity - IRA Rollover ⇒ Fidelity Cash Reserves [MF] | SP | held | $15,001 - $50,000 | $1 - $1,000 | $0 | $0 |
| Fidelity - IRA Rollover ⇒ Family Value [MF] | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Nationwide Retirement ⇒ NW Lg Cap Growth [MF] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| TD Ameritrade 401K ⇒ Baron Small Cap [MF] | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| TD Ameritrade 401K ⇒ First Eagle Fund of America [MF] | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Fidelity - IRA Rollover ⇒ Export & Multinational [MF] | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| TD Ameritrade 401K ⇒ Insured Deposit Acct (IDA) [MF] | SP | held | $15,001 - $50,000 | $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).