Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Josh Gottheimer (D-NJ)
House · Democrat (most recent term) · NJ-5 · in Congress 2017–present · Bioguide ID G000583
Party history: D 2017–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 2017, the member's first year in office) | 2017 | −$2,084,638 | $5,806,180 | $13,696,997 |
| (b) Latest net worth estimate | 2025 | $10,105,338 | $34,053,668 | $58,001,999 |
| (c) Estimated gain / loss, nominal dollars, 2017 → 2025 (8 years spanned) | 2017–2025 | −$3,591,659 | +$28,247,489 | +$60,086,637 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Note: earlier annual report(s) for 2016 exist but could not be used for net worth (scanned/not computable), so the 'earliest' figure is the earliest computable one.
Reliability flags (net worth): 2025: 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 |
|---|---|---|---|---|---|
| 2017 | $9,213,681 | $3,407,502 | $5,806,180 | −$2,084,638 … $13,696,997 | computed |
| 2018 | $9,232,168 | $3,032,501 | $6,199,667 | −$1,424,664 … $13,823,998 | computed |
| 2019 | $11,071,178 | $3,032,501 | $8,038,678 | −$343,643 … $16,420,998 | computed; 2 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2020 | $28,248,688 | $6,032,502 | $22,216,187 | $1,010,377 … $43,421,997 | computed; 3 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2021 | $50,649,188 | $6,032,502 | $44,616,686 | $8,874,376 … $80,358,997 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2022 | $32,317,184 | $6,032,502 | $26,284,682 | $2,770,368 … $49,798,997 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2023 | $46,485,686 | $6,032,502 | $40,453,184 | $7,077,371 … $73,828,997 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2024 | $38,646,684 | $6,032,502 | $32,614,182 | $4,883,368 … $60,344,997 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2025 | $37,053,669 | $3,000,000 | $34,053,668 | $10,105,338 … $58,001,999 | 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.)+12.3%
Simple average of years+32.0%
Years estimated8
Best / worst single year2020 +159%
2018 -47%
2018 -47%
Reliability flags: 4/8 years trading-dominated; 2 scanned filing(s) not used; a year exceeds ±100%; 2 year(s) driven by income/one position/range artefact; 11 unparsed value(s).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +15.0% to +11.6%. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2017→2018 | $7,865,609 | $3,481,576 | $29,617 | $735,010 | $1,392,033 | -47.0% | -48.1% … -42.7% | -144% … +50% | 85% | counted |
| 2018→2019 | $7,357,098 | $8,780,600 | $62,120 | $240,015 | $240,015 | +20.2% | +17.6% … +30.1% | -111% … +152% | 80% | counted |
| 2019→2020 | $9,758,156 | $25,755,158 | $122,332 | $5,671,575 | $5,066,572 | +159.0% | +131.4% … +166.2% | -115% … +433% | 91% | counted; high turnover (buys+sells > 100% of opening value); single position drives the result (range jump) |
| 2020→2021 | $26,496,178 | $48,409,169 | $149,498 | $23,337,553 | $39,525,064 | +144.4% | +134.8% … +146.6% | -181% … +470% | 98% | counted; high turnover (buys+sells > 100% of opening value) |
| 2021→2022 | $48,370,163 | $29,681,154 | $108,582 | $12,938,554 | $13,515,066 | -37.2% | -38.0% … -33.9% | -172% … +97% | 96% | counted |
| 2022→2023 | $27,248,138 | $38,593,622 | $72,531 | $41,800,573 | $45,701,613 | +56.2% | +50.7% … +57.4% | -312% … +424% | 85% | counted; high turnover (buys+sells > 100% of opening value); single position drives the result (range jump) |
| 2023→2024 | $45,392,672 | $36,831,672 | $178,986 | $45,121,094 | $41,996,086 | -25.3% | -26.2% … -21.7% | -266% … +216% | 98% | counted; high turnover (buys+sells > 100% of opening value) |
| 2024→2025 | $36,028,664 | $32,528,156 | $154,121 | $10,764,076 | $8,920,090 | -14.4% | -17.0% … -3.2% | -167% … +138% | 93% | 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 |
|---|---|---|---|---|---|---|
| 2017 | 10043472 | House amendment | 8/13/2021 | 380 | 0 | 10043472.pdf950f2aa74cb5a3b5522b0a1397014dd3a43aed45365d2a19ea44d6da161f1bf4 |
| 2018 | 10043473 | House amendment | 8/13/2021 | 435 | 0 | 10043473.pdf571aac36fa8b5a3aaa2567ad03fb50dc49add0c477408345cb0e068d46114e1b |
| 2019 | 10039180 | House amendment | 8/13/2021 | 412 | 2 | 10039180.pdf09357ae4d7fbf8ef1e6b84cec97025f935be6b965979704ed95d6f268b637589 |
| 2020 | 10041376 | House annual | 8/13/2021 | 411 | 3 | 10041376.pdf33007d142d602b0f0949be3977b96cba089b49e8946a0e538fcca91eb5fffa01 |
| 2021 | 10047088 | House annual | 8/13/2022 | 412 | 1 | 10047088.pdf09e71a5a6e7daab391a2d84b339cd9742ebe7362abe556db2ed07b97add4fa1e |
| 2022 | 10052807 | House annual | 8/13/2023 | 456 | 1 | 10052807.pdf6c9fb33c66e01de1c8d3999a51f21ace51e34fe7c67861c140aa06618a4d9164 |
| 2023 | 10057523 | House annual | 8/13/2024 | 428 | 1 | 10057523.pdf6c30886497e89cf57572a87f73c601825dcc7fd3aea34fd9ec2d7ee6bee46067 |
| 2024 | 10066210 | House annual | 8/11/2025 | 437 | 1 | 10066210.pdffde2f71c6279a6287f595fd9277c36d2e6fece45dd2505e7da1ce1513f8cee90 |
| 2025 | 10074410 | House annual | 8/10/2026 | 395 | 2 | 10074410.pdff090f502de9e0740782875f888bd4e421f5483959ca7754eb96c085624a5614e |
Scanned filings not used — insufficient data – scanned
| Index year | Doc ID | Type | Filed | OCR status | Source |
|---|---|---|---|---|---|
| 2016 | 9111047 | O | 5/22/2017 | not OCR-processed (outside scope: report year before 2012, or not needed for rankability) | 9111047.pdf |
| 2016 | 9114235 | A | 12/13/2018 | not OCR-processed (outside scope: report year before 2012, or not needed for rankability) | 9114235.pdf |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation [OP] | JT | held | None; None | $5,000,001 - $25,000,000; $1,000,001 - $5,000,000 | $0 | $0 |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation (MSFT) | JT | held | $5,000,001 - $25,000,000; None; None; None; None; None; $500,001 - $1,000,000; $1,000,001 - $5,000,000; $1,000,001 - $5,000,000 | $5,000,001 - $25,000,000; None; None; None | $40,500,006 | $43,875,006 |
| JANA STRATEGIC INVESTMENTS BENCHMARK FUND, LP [HE] | — | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| IG Acquisition Corp. - Unit (IGACU) [ST] | SP | held | $100,001 - $250,000 | None | $0 | $0 |
| TriNet 401(k) Plan - Tusk Strategies LLC ⇒ Vanguard Target Retirement 2040 Fund (VFORX) [M | SP | new | — | $100,001 - $250,000 | $40,501 | $0 |
| Morgan Stanley - Portfolio Management ⇒ Global X Funds Global X U.S. Infrastructure Develo | JT | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Microsoft Corporation (MSFT) [ST] | JT | held | $50,001 - $100,000 | $100,001 - $250,000 | $40,002 | $24,002 |
| Morgan Stanley - Portfolio Management ⇒ iShares Russell 2000 ETF (IWM) [EF] | JT | held | $50,001 - $100,000 | None | $0 | $0 |
Largest movers 2023→2024
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation [OP] | JT | held | $5,000,001 - $25,000,000; $1,000,001 - $5,000,000 | None; None | $0 | $0 |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation - Comm | JT | new | — | $1,000,001 - $5,000,000; $1,000,001 - $5,000,000; $1,000,001 - $5,000,000; None; None; None | $43,532,508 | $40,500,008 |
| Morgan Stanley - Active Asset Account # 3 ⇒ Meta Platforms, Inc. - Class A (META) [ST] | JT | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Morgan Stanley - Select UMA Account # 1 ⇒ iShares Russell 2000 ETF (IWM) [EF] | JT | held | $15,001 - $50,000 | $1,001 - $15,000 | $138,002 | $48,502 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. (AAPL) [ST] | JT | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Morgan Stanley Bank N.A. # [ | JT | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Morgan Stanley - Active Asset Account # 1 ⇒ Blackstone Real Estate Income Trust, Inc. [RE] | — | held | $250,001 - $500,000 | $250,001 - $500,000 | $88,006 | $0 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Vanguard FTSE All World Ex US ETF (VEU) [EF] | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $121,004 | $40,501 |
Largest movers 2024→2025
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Microsoft Corporation - Comm | JT | held | $1,000,001 - $5,000,000; $1,000,001 - $5,000,000; $1,000,001 - $5,000,000; None; None; None | $1,000,001 - $5,000,000; $500,001 - $1,000,000; None; $500,001 - $1,000,000; None; None | $9,075,002 | $7,125,002 |
| Tusk Strategies 401(k) Profit Sharing Plan ⇒ Fidelity 500 Index Fund (FXAIX) [MF] | SP | new | — | $250,001 - $500,000 | $56,502 | $0 |
| Morgan Stanley - Traditional Inherited IRA ⇒ ACAP Strategic Fund (XCAPX) [MF] | — | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| DC College Savings - Dependent # 1 ⇒ DC College Savings in College Portfolio [5F] | SP | new | — | $250,001 - $500,000 | $175,000 | $0 |
| Morgan Stanley - Active Asset Account # 1 ⇒ SPDR S&P 500 (SPY) [EF] | — | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Morgan Stanley - Portfolio Management Active Assets Account ⇒ Morgan Stanley Bank N.A. # [ | JT | held | $100,001 - $250,000 | $15,001 - $50,000 | $0 | $0 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. (AAPL) [ST] | JT | held | $100,001 - $250,000 | $50,001 - $100,000 | $0 | $0 |
| Morgan Stanley - Active Asset Account # 1 ⇒ Blackstone Real Estate Income Trust, Inc. [RE] | — | held | $250,001 - $500,000 | $250,001 - $500,000 | $88,006 | $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).