Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Elizabeth H. Esty (D-CT)
House · Democrat (most recent term) · CT-5 · in Congress 2013–2019 · Bioguide ID E000293
Party history: D 2013–2019. 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 before entering office (report year 2013, the member's first year in office) | 2013 | $2,553,089 | $4,576,044 | $6,599,000 |
| (b) Latest net worth estimate | 2017 | −$784,905 | $4,084,547 | $8,953,999 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2017 (4 years spanned) | 2013–2017 | −$7,383,905 | −$491,498 | +$6,400,910 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): 2017: 2 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket. 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 | $4,576,044 | $0 | $4,576,044 | $2,553,089 … $6,599,000 | computed |
| 2014 | $5,542,546 | $0 | $5,542,546 | $3,180,092 … $7,905,000 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2015 | $5,073,048 | $0 | $5,073,048 | $2,876,095 … $7,270,000 | computed |
| 2016 | $5,624,048 | $0 | $5,624,048 | $3,259,095 … $7,989,000 | computed |
| 2017 | $7,084,548 | $3,000,000 | $4,084,547 | −$784,905 … $8,953,999 | computed; 2 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
- 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.)+9.8%
Simple average of years+10.6%
Years estimated3
Best / worst single year2014 +22%
2015 -8%
2015 -8%
Reliability flags: few years (3); 3 unparsed value(s).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +11.8% to +9.0%. 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 | $3,985,529 | $4,795,030 | $136,108 | $65,001 | $0 | +22.1% | +20.7% … +25.6% | -73% … +117% | 87% | counted |
| 2014→2015 | $5,211,543 | $4,801,544 | $84,160 | $75,000 | $0 | -7.7% | -9.3% … -7.1% | -91% … +76% | 97% | counted |
| 2015→2016 | $1,999,522 | $2,309,022 | $70,105 | $0 | $0 | +19.0% | +18.7% … +19.6% | -79% … +117% | 39% | excluded; not eligible: traced coverage 39% < 60% |
| 2016→2017 | $4,337,536 | $5,098,036 | $13,007 | $16,001 | $0 | +17.5% | +15.4% … +22.5% | -73% … +108% | 77% | 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 | 10001843 | House annual | 6/12/2014 | 89 | 0 | 10001843.pdf9afe5d9626be6ecd820129e19135707410e42ee9a5201caa1bbaa48da0de6132 |
| 2014 | 10005545 | House annual | 6/15/2015 | 94 | 1 | 10005545.pdf252f4ae05ecdad4e9b3fe2f4a891bd40821ae379d56a8989913fb0aa2bcf299d |
| 2015 | 10012266 | House annual | 7/14/2016 | 95 | 0 | 10012266.pdf7573a2de8206e75971c4e2e219bb7133fa5bebf8ed518cdc4d9fee7e895a085f |
| 2016 | 10016087 | House annual | 8/11/2017 | 95 | 0 | 10016087.pdf2e596247f32053960333ebc7ecd138c95a45957c2e224d00d1bf79678e847c07 |
| 2017 | 10020594 | House annual | 8/13/2018 | 98 | 2 | 10020594.pdfc16651e666a627e0ea08d71a82c4d1a8886af31bfd1f1e61eec3a24f27bbb0e6 |
Largest movers 2013→2014
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Wells Fargo Bank accounts ⇒ Wells Fargo Bank accounts JT | JT | held | $15,001 - $50,000 | $250,001 - $500,000 | $0 | $0 |
| TIaa-CREF YaleURaP-403(B) & IIE 403(B)(DC) ⇒ CREF Equity Index | SP | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Prudential IRa Premier Retirement ⇒ aST Prudential Growth allocation | SP | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Yale 403(B)(7) ⇒ Vanguard Target Retirement 2025 | SP | held | $1,001 - $15,000 | $50,001 - $100,000 | $0 | $0 |
| Fidelity Brokerage Joint Trust ⇒ Vanguard Index FDS Ttl Stock Mkt ETF | JT | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| aviva Flexible Premium adjustable Life | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Fidelity Brokerage Joint Trust ⇒ american New World Class F1 | JT | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Wells Fargo Bank accounts DC1 ⇒ Wells Fargo Bank accounts DC1 | DC | held | $1,001 - $15,000 | $1 - $1,000 | $0 | $0 |
Largest movers 2014→2015
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| TIaa-CREF YaleURaP-403(B) & IIE 403(B)(DC) ⇒ CREF Equity Index | SP | held | $250,001 - $500,000 | $100,001 - $250,000 | $0 | $0 |
| Prudential IRa Premier Retirement ⇒ aST Prudential Growth allocation | SP | held | $100,001 - $250,000 | $50,001 - $100,000 | $0 | $0 |
| Yale 403(B)(7) ⇒ Vanguard Target Retirement 2025 | SP | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Prudential IRa Premier Retirement ⇒ aST academic Strategies asset alloc | SP | held | $100,001 - $250,000 | $50,001 - $100,000 | $0 | $0 |
| CGP Interest Holdings LLC | SP | held | $100,001 - $250,000 | $50,001 - $100,000 | $0 | $0 |
| Fidelity Brokerage Joint Trust ⇒ Vanguard Index FDS Ttl Stock Mkt ETF | JT | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Lincoln Joint Trust ⇒ Hines Global REIT | JT | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Lincoln Choice Plus IRa acct2 (acct. end 65) ⇒ LVIP TRP MC Gr | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
Largest movers 2016→2017
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Yale 457(B) Plan ⇒ Vanguard Small Cap Value Index [MF] | SP | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Yale 403(B)(7) ⇒ Vanguard Target Retirement 2025 [MF] | SP | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Yale 457(B) Plan ⇒ Vanguard PRIME Cap Fund admiral [MF] | SP | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Sidley austin Retirement (401(k)) ⇒ Harbor Capitol appreciation Instl [EF] | — | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Prudential IRa Premier Retirement ⇒ aST Prudential Growth allocation [IH] | SP | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Lincoln Moneyguard Reserve Universal Life ⇒ Lincoln Moneyguard Reserve Universal Life [WU] | SP | held | $100,001 - $250,000 | $50,001 - $100,000 | $0 | $0 |
| Lincoln Choice Plus IRa acct end 66 ⇒ LVIP Global Inc [MF] | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Fidelity Brokerage Joint Trust ⇒ Vanguard Index FDS Vanguard Small CaP Vipers [EF] | JT | held | $15,001 - $50,000 | $50,001 - $100,000 | $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).