Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Jim Costa (D-CA)
House · Democrat (most recent term) · CA-21 · in Congress 2005–present · Bioguide ID C001059
Party history: D 2005–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 at the earliest available report (2013); the member entered office earlier, in 2005 | 2013 | $1,194,029 | $4,077,014 | $6,959,998 |
| (b) Latest net worth estimate | 2025 | $617,026 | $3,561,012 | $6,504,997 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2025 (12 years spanned) | 2013–2025 | −$6,342,972 | −$516,002 | +$5,310,968 |
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 | $4,627,014 | $550,001 | $4,077,014 | $1,194,029 … $6,959,998 | computed |
| 2014 | $5,092,515 | $375,000 | $4,717,514 | $1,749,030 … $7,685,999 | computed |
| 2015 | $5,067,514 | $375,000 | $4,692,514 | $1,735,029 … $7,649,999 | computed |
| 2016 | $5,212,014 | $375,000 | $4,837,014 | $1,853,029 … $7,820,999 | computed |
| 2017 | $5,317,514 | $750,001 | $4,567,514 | $1,410,029 … $7,724,998 | computed |
| 2018 | $5,277,514 | $750,001 | $4,527,513 | $1,394,028 … $7,660,998 | computed |
| 2019 | $5,549,012 | $925,002 | $4,624,011 | $1,353,025 … $7,894,997 | computed |
| 2020 | $5,311,512 | $1,500,002 | $3,811,510 | $478,023 … $7,144,996 | computed |
| 2021 | $5,502,513 | $1,500,002 | $4,002,511 | $580,026 … $7,424,996 | computed |
| 2022 | $5,216,512 | $1,125,002 | $4,091,510 | $888,024 … $7,294,997 | computed |
| 2023 | $5,407,012 | $1,125,002 | $4,282,010 | $1,004,023 … $7,559,997 | computed |
| 2024 | $4,445,512 | $1,125,002 | $3,320,510 | $351,024 … $6,289,997 | computed |
| 2025 | $4,486,013 | $925,002 | $3,561,012 | $617,026 … $6,504,997 | 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.)+11.4%
Simple average of years+11.5%
Years estimated11
Best / worst single year2023 +23%
2022 +5%
2022 +5%
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +4.9% to +13.3%. 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 | $1,578,512 | $1,636,012 | $45,053 | $0 | $8,000 | +7.0% | +6.7% … +7.1% | -79% … +93% | 34% | excluded; not eligible: traced coverage 34% < 60% |
| 2014→2015 | $4,979,012 | $4,994,513 | $595,054 | $257,512 | $137,006 | +9.8% | +4.4% … +11.4% | -117% … +137% | 98% | counted; many new/exited positions |
| 2015→2016 | $5,051,514 | $5,131,012 | $593,803 | $282,012 | $145,504 | +10.6% | +8.1% … +11.3% | -116% … +137% | 100% | counted |
| 2016→2017 | $5,104,514 | $5,210,014 | $583,903 | $137,504 | $154,004 | +13.8% | +8.1% … +15.5% | -110% … +138% | 98% | counted |
| 2017→2018 | $5,242,514 | $5,170,013 | $593,904 | $0 | $32,002 | +10.6% | +4.0% … +12.5% | -108% … +129% | 99% | counted |
| 2018→2019 | $4,581,004 | $4,664,005 | $616,404 | $83,001 | $16,001 | +13.8% | +6.5% … +15.9% | -110% … +137% | 87% | counted |
| 2019→2020 | $4,581,004 | $4,356,004 | $593,904 | $32,500 | $0 | +7.3% | -2.2% … +10.1% | -113% … +128% | 83% | counted |
| 2020→2021 | $5,279,011 | $5,312,011 | $593,904 | $0 | $0 | +11.9% | +4.9% … +14.0% | -104% … +128% | 99% | counted |
| 2021→2022 | $5,470,012 | $5,184,012 | $593,303 | $207,501 | $154,004 | +4.6% | -4.8% … +7.5% | -112% … +121% | 99% | counted |
| 2022→2023 | $4,248,504 | $4,623,504 | $593,202 | $0 | $0 | +22.8% | +20.4% … +23.4% | -106% … +151% | 81% | counted |
| 2023→2024 | $5,407,012 | $4,413,012 | $583,202 | $16,001 | $750,000 | +6.0% | -2.2% … +8.4% | -109% … +121% | 100% | counted |
| 2024→2025 | $4,305,510 | $4,421,012 | $582,602 | $177,506 | $129,005 | +15.1% | +9.3% … +16.6% | -120% … +150% | 97% | 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 | 10005034 | House amendment | 3/13/2015 | 29 | 0 | 10005034.pdf6d905f54688b9f23b2b333916b2ab96baf1eadeaa516f6daca6261eebfe5dd6e |
| 2014 | 10005881 | House annual | 5/15/2015 | 31 | 0 | 10005881.pdf1fa241156bbc535e5d434f42513fa3d5cef9729f8fa0542d6d5ee50308054b97 |
| 2015 | 10010810 | House annual | 5/16/2016 | 37 | 0 | 10010810.pdfb850b8742b6c15bc49a6245709a22bfdc88fbe1912a879c1f8a6396a7faa6f54 |
| 2016 | 10016268 | House annual | 5/15/2017 | 33 | 0 | 10016268.pdf59f73028fc2a186adbd40ebaa0e05564c444eceda74f01d345059b82807a7819 |
| 2017 | 10022064 | House annual | 5/15/2018 | 32 | 0 | 10022064.pdf1f9dc6c08278e97a250e5771bb93bc7e07818199750911404c15324ece91aaed |
| 2018 | 10026885 | House annual | 5/15/2019 | 30 | 0 | 10026885.pdfb6031d146c7694bf7efce7bc5e0c3a0dc7bb7b5e558576e6cb7b09d69022ab21 |
| 2019 | 10037960 | House annual | 8/13/2020 | 31 | 0 | 10037960.pdfaaa3d28592278b88cd7626be96bcb7e49915f829ca0079cfd78046c7ae0b1c29 |
| 2020 | 10043002 | House annual | 8/13/2021 | 27 | 0 | 10043002.pdf7e62344c905e153cb6baa6ecdbf98f0e205990c6cbf396074b22790468f03925 |
| 2021 | 10047207 | House annual | 8/12/2022 | 27 | 0 | 10047207.pdfee93510ff9924628e1f982082eab36d55ac4fa926a3e1bd61bab740ed6515d05 |
| 2022 | 10053873 | House annual | 8/11/2023 | 28 | 0 | 10053873.pdfdc05fdcc4dd274cb81f704dab441965193037622b25955cb22e38e425633e694 |
| 2023 | 10060909 | House annual | 8/9/2024 | 24 | 0 | 10060909.pdf7a15b82b216ec544d851530f4707b407e6fd9c32f6b979430dc6a49eeeebaf07 |
| 2024 | 10067734 | House annual | 8/12/2025 | 26 | 0 | 10067734.pdf0b36ddd23d4e8e707cb76b456ac7e1d6a1b5bf97ad49b2326c6cb1fb61d5433d |
| 2025 | 10077120 | House annual | 8/13/2026 | 28 | 0 | 10077120.pdf6f521a1a96999e7bdf60ff71c976f0d9de46bb39a6ba35fc36f0191c9e391347 |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Rental Home [RP] | — | held | $250,001 - $500,000; $500,001 - $1,000,000 | $500,001 - $1,000,000; $500,001 - $1,000,000 | $0 | $0 |
| James M. Costa Farms (Sole Proprietorship) [FA] | — | held | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 | $0 | $0 |
| Heartland Financial USA, Inc. (HTLF) [ST] | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Portuguese Fraternal Society of America [WU] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| United Security Bank [BA] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
| Bank of America [BA] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
Largest movers 2023→2024
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Wells Fargo Advisors 401(k) ⇒ Mainstay Winslow Large CAP Growth Fund [MF] | — | held | $100,001 - $250,000 | $50,001 - $100,000 | $0 | $0 |
| Wells Fargo Advisors 401(k) ⇒ T Rowe Price Overseas Stock Fund [MF] | — | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Wells Fargo Advisors 401(k) ⇒ Virtus Ceredex Mid-Cap Value Equity Fund Class I [MF] | — | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Wells Fargo Advisors 401(k) ⇒ Baird Aggregate Bond Fund Class Institutional [MF] | — | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Wells Fargo Advisors 401(k) ⇒ Pimco Commodity Real Return [MF] | — | held | $15,001 - $50,000 | None | $0 | $0 |
| James M. Costa Farms (Sole Proprietorship) [FA] | — | held | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 | $0 | $0 |
| Wells Fargo Advisors 401(k) ⇒ Invesco Developing Markets Fund [MF] | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Wells Fargo Advisors 401(k) ⇒ MFS SER TR 1 VALUE FD [MF] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
Largest movers 2024→2025
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Wells Fargo Advisors 401(k) ⇒ NYLI Winslow Large Cap Growth Fund Class I (MLAIX) [MF] | — | new | — | $50,001 - $100,000 | $8,000 | $8,000 |
| United Security Bank [BA] | — | held | $50,001 - $100,000 | $1,001 - $15,000 | $0 | $0 |
| Wells Fargo Advisors 401(k) ⇒ T Rowe Price Overseas Stock Fund [MF] | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $8,000 | $8,000 |
| Wells Fargo Advisors 401(k) ⇒ Embark Commodity Strategy Fund Institutional Class (ECSWX) [ | — | new | — | $15,001 - $50,000 | $8,000 | $0 |
| Wells Fargo Advisors 401(k) ⇒ Goldman Sachs FS Treasury Instruments Fund [MF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $8,000 | $24,002 |
| Wells Fargo Advisors 401(k) ⇒ EuroPacific Growth Fund, Class F-2 Shs (AEPFX) [MF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $8,000 | $0 |
| Wells Fargo Advisors 401(k) ⇒ MFS SER TR 1 VALUE FD [MF] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $8,000 | $0 |
| Wells Fargo Advisors 401(k) ⇒ Allspring Special Mid Cap Value Fund Insti Class (WFMIX) [MF | — | new | — | $15,001 - $50,000 | $40,501 | $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).