Rep. Scott Fitzgerald (R-WI)
House · Republican (most recent term) · WI-5 · in Congress 2021–present · Bioguide ID F000471
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 2021, the member's first year in office) | 2021 | $783,023 | $3,499,010 | $6,214,996 |
| (b) Latest net worth estimate | 2025 | $1,853,021 | $6,628,008 | $11,402,995 |
| (c) Estimated gain / loss, nominal dollars, 2021 → 2025 (4 years spanned) | 2021–2025 | −$4,361,975 | +$3,128,998 | +$10,619,972 |
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 |
|---|---|---|---|---|---|
| 2021 | $4,114,012 | $615,002 | $3,499,010 | $783,023 … $6,214,996 | computed |
| 2022 | $4,072,015 | $615,002 | $3,457,013 | $734,030 … $6,179,996 | computed |
| 2023 | $6,298,512 | $615,002 | $5,683,510 | $1,242,024 … $10,124,996 | computed |
| 2024 | $6,955,012 | $647,502 | $6,307,510 | $1,610,024 … $11,004,995 | computed |
| 2025 | $7,275,510 | $647,502 | $6,628,008 | $1,853,021 … $11,402,995 | 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.
2022 -1%
Reliability flags: few years (4); 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): +10.7% to +14.9%. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2021→2022 | $3,903,506 | $3,830,006 | $20,001 | $0 | $0 | -1.4% | -2.1% … -1.2% | -121% … +119% | 95% | counted |
| 2022→2023 | $3,870,507 | $6,120,507 | $42,501 | $0 | $0 | +59.2% | +34.1% … +65.4% | -108% … +226% | 95% | counted; single position drives the result (range jump) |
| 2023→2024 | $6,056,503 | $6,081,003 | $42,501 | $0 | $0 | +1.1% | +1.0% … +1.7% | -133% … +135% | 96% | counted |
| 2024→2025 | $6,833,509 | $7,210,009 | $52,502 | $0 | $40,501 | +6.9% | +5.7% … +12.3% | -124% … +137% | 98% | 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 |
|---|---|---|---|---|---|---|
| 2021 | 10046774 | House annual | 4/25/2022 | 23 | 0 | 10046774.pdf21e40c3c224ce66120ff34eb2582e550761854be90cb1bcb30e9619132a057bf |
| 2022 | 10053075 | House annual | 5/5/2023 | 30 | 0 | 10053075.pdf04d8244e2ac1fddaea6c8ba255d7cb7de74605ad4156d5e86fc2101189ec914c |
| 2023 | 10059577 | House annual | 5/9/2024 | 24 | 0 | 10059577.pdf67b521481136ebe4a9bd44f4e1b2dab0a98d8b5757aae304f4ed36a76a0d4124 |
| 2024 | 10067973 | House annual | 5/12/2025 | 24 | 0 | 10067973.pdf712009248ef7942e47004a8f95edfe4b243124291dfbacaab685a8c0ac67a5f9 |
| 2025 | 10081309 | House amendment | 7/15/2026 | 21 | 0 | 10081309.pdf160acc0d7877df6fd06d20147e46e1bc42b590187ead74ebaf8a5370b706dae9 |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| One Oak Farm, 100% Interest [FA] | JT | held | $500,001 - $1,000,000 | $1,000,001 - $5,000,000 | $0 | $0 |
| SPDR Russell 1000 Yield Focus ETF (ONEY) [EF] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| SPDR Portfolio S&P 600 Small Cap ETF [EF] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Invesco American Franchise Fund Class A [EF] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Putnam International Equity FD Class A [EF] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| FlexShares High Yield Value-Scored US Bond Index Fund [MF] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Davis New York Venture Fund A [EF] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Putnam Sustainable Leaders Fund Class A [EF] | JT | 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) |
|---|---|---|---|---|---|---|
| Xtrackers MSCI EAFE Hedge Equity [IH] | JT | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Invesco Exchange Traded Fd Tr S&P 500 Garp Eft [IH] | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Schwab US Dividend Equity ETF (SCHD) [EF] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| One Oak Farm, 100% Interest [FA] | JT | held | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 | $0 | $0 |
| Dry Head Ranch, 100% Interest [FA] | JT | held | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 | $0 | $0 |
| Pacer US Cash Cows 100 ETF [EF] | JT | 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) |
|---|---|---|---|---|---|---|
| Scott and Lisa Fitzgerald [RP] | JT | held | $250,001 - $500,000 | $250,001 - $500,000; $250,001 - $500,000 | $0 | $0 |
| PIMCO Income Fund Class I-3 (PIPNX) [MF] | JT | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Performance Trust Total Return Bond Fund-Institutional Class (PTIAX) [MF] | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) [EF] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $8,000 |
| Vanguard Growth ETF (VUG) [EF] | JT | held | $1,001 - $15,000 | $1 - $1,000 | $0 | $0 |
| Pacer US Cash Cows 100 ETF [EF] | JT | held | $1,001 - $15,000 | $1 - $1,000 | $0 | $0 |
| Vanguard S&P 500 ETF (VOO) [EF] | JT | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Invesco Exchange Traded Fd Tr S&P 500 Garp Eft [IH] | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $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).