Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Byron Donalds (R-FL)
House · Republican (most recent term) · FL-19 · in Congress 2021–present · Bioguide ID D000032
Party history: R 2021–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 2020) | 2020 | $52,041 | $478,520 | $904,998 |
| (b) Latest net worth estimate | 2025 | −$308,932 | $1,145,532 | $2,599,997 |
| (c) Estimated gain / loss, nominal dollars, 2020 → 2025 (5 years spanned) | 2020–2025 | −$1,213,930 | +$667,013 | +$2,547,956 |
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 |
|---|---|---|---|---|---|
| 2020 | $568,520 | $90,001 | $478,520 | $52,041 … $904,998 | computed |
| 2021 | $753,034 | $77,501 | $675,534 | $79,069 … $1,271,998 | computed |
| 2022 | $604,032 | $32,500 | $571,532 | $77,065 … $1,065,999 | computed |
| 2023 | $6,604,034 | $32,500 | $6,571,533 | $2,077,067 … $11,065,999 | computed |
| 2024 | $4,330,032 | $32,500 | $4,297,532 | $1,574,064 … $7,020,999 | computed |
| 2025 | $2,303,034 | $1,157,502 | $1,145,532 | −$308,932 … $2,599,997 | 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.)-50.4%
Simple average of years-43.5%
Years estimated3
Best / worst single year2022 -19%
2025 -77%
2025 -77%
Reliability flags: few years (3); 3/3 years trading-dominated; 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): -46.7% to -51.5%. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2020→2021 | $176,510 | $201,010 | $0 | $0 | $0 | +13.9% | +10.9% … +42.4% | -155% … +182% | 31% | excluded; not eligible: traced coverage 31% < 60% |
| 2021→2022 | $527,523 | $451,524 | $0 | $56,004 | $32,002 | -19.0% | -34.7% … -16.5% | -173% … +136% | 70% | counted; many new/exited positions |
| 2022→2023 | $361,022 | $521,032 | $0 | $160,010 | $0 | +0.0% | +0.0% … +0.0% | -247% … +247% | 60% | excluded; not eligible: traced coverage 60% < 60%; many new/exited positions |
| 2023→2024 | $6,556,030 | $4,330,032 | $0 | $88,006 | $48,003 | -34.6% | -36.7% … -23.7% | -145% … +76% | 99% | counted; many new/exited positions |
| 2024→2025 | $3,377,023 | $912,031 | $0 | $384,024 | $248,016 | -77.0% | -78.4% … -69.6% | -179% … +25% | 78% | counted; many new/exited positions; single position drives the result (range jump) |
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 |
|---|---|---|---|---|---|---|
| 2020 | 10039521 | House amendment | 2/9/2021 | 44 | 0 | 10039521.pdfb57eaca53deb99f65d503ad33fd62424de38638520a4fb37c4f79eb7a150df67 |
| 2021 | 10050096 | House annual | 8/9/2022 | 70 | 0 | 10050096.pdf30946fdec116cc7f8edc9fdf139a3305a9aafaa829f21752ef190e4aaf6dc486 |
| 2022 | 10055523 | House annual | 8/11/2023 | 65 | 0 | 10055523.pdf7ac8318e8e02e137fa3d6f7f972d39ef1b51e2660f8513ede6f336bd3eafe4b8 |
| 2023 | 10071798 | House amendment | 8/13/2025 | 67 | 0 | 10071798.pdfe8c636aa878af3139e3eca8b3d118d51bfefde7a67e419b89ae77149ce5e06fd |
| 2024 | 10071583 | House annual | 8/13/2025 | 64 | 0 | 10071583.pdf363339d1a4eb22f856d3d8781a234989cc94c63cecb52f70c6f0a7df44200c50 |
| 2025 | 10075306 | House annual | 8/13/2026 | 68 | 0 | 10075306.pdf75de139413c5964613c3bdbe05317eb3a808e2c6f939890ebb3374353a3b1fbb |
Largest movers 2021→2022
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Optima Ed, LLC, 81% Interest [OL] | SP | held | $100,001 - $250,000 | $50,001 - $100,000 | $0 | $0 |
| Moran Wealth IRA ⇒ Waters Corporation (WAT) [ST] | — | new | — | $1,001 - $15,000 | $8,000 | $0 |
| Moran Wealth IRA ⇒ Intuitive Surgical, Inc. (ISRG) [ST] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Moran Wealth IRA ⇒ Mastercard Incorporated (MA) [ST] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Moran Wealth IRA ⇒ Fortinet, Inc. (FTNT) [ST] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Moran Wealth IRA ⇒ Intuit Inc. (INTU) [ST] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Moran Wealth IRA ⇒ Lockheed Martin Corporation (LMT) [ST] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Moran Wealth IRA ⇒ PerkinElmer, Inc. (PKI) [ST] | SP | 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) |
|---|---|---|---|---|---|---|
| Onesto, LLC ⇒ OptimaEd, LLC [OL] | SP | held | $1,000,001 - $5,000,000 | $500,001 - $1,000,000 | $0 | $0 |
| Moran Wealth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $8,000 | $0 |
| Moran Wealth IRA ⇒ Humana Inc. Common Stock (HUM) [ST] | — | exited | $1,001 - $15,000 | — | $8,000 | $8,000 |
| Moran Wealth IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Moran Wealth IRA ⇒ Mastercard Incorporated (MA) [ST] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Moran Wealth IRA ⇒ MSCI Inc. Common Stock (MSCI) [ST] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Moran Wealth IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Moran Wealth IRA ⇒ Intuit Inc. (INTU) [ST] | SP | 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) |
|---|---|---|---|---|---|---|
| Onesto, LLC ⇒ Optima Management Services, LLC [OL] | SP | held | $1,000,001 - $5,000,000 | $250,001 - $500,000 | $0 | $0 |
| Moran Wealth IRA ⇒ Parker-Hannifin Corporation (PH) [ST] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Moran Wealth IRA ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | — | new | — | $1,001 - $15,000 | $16,001 | $0 |
| Moran Wealth IRA ⇒ Visa Inc. (V) [ST] | SP | new | — | $1,001 - $15,000 | $16,001 | $0 |
| Moran Wealth IRA ⇒ Tradeweb Markets Inc. - Class A Common Stock (TW) [ST] | SP | new | — | $1,001 - $15,000 | $8,000 | $8,000 |
| Moran Wealth IRA ⇒ | SP | exited | $1,001 - $15,000 | — | $8,000 | $8,000 |
| Moran Wealth IRA ⇒ RLI Corp. Common Stock (RLI) [ST] | — | exited | $1,001 - $15,000 | — | $0 | $16,001 |
| Moran Wealth IRA ⇒ RLI Corp. Common Stock (RLI) [ST] | SP | exited | $1,001 - $15,000 | — | $0 | $16,001 |
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).