Sen. Martin Heinrich (D-NM)
House / Senate · Democrat (most recent term) · NM · in Congress 2009–present · Bioguide ID H001046
Party history by chamber: House D 2009–2013, Senate D 2013–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 2009 | 2013 | −$1,621,985 | −$988,494 | −$355,003 |
| (b) Latest net worth estimate | 2025 | −$163,988 | $238,006 | $639,999 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2025 (12 years spanned) | 2013–2025 | +$191,015 | +$1,226,500 | +$2,261,984 |
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 | $311,508 | $1,300,002 | −$988,494 | −$1,621,985 … −$355,003 | computed |
| 2014 | $128,506 | $925,001 | −$796,494 | −$1,222,987 … −$370,002 | computed |
| 2015 | $185,507 | $550,001 | −$364,494 | −$693,986 … −$35,002 | computed |
| 2016 | $360,508 | $550,001 | −$189,494 | −$593,985 … $214,998 | computed |
| 2017 | $411,008 | $550,001 | −$138,993 | −$557,984 … $279,998 | computed |
| 2018 | $427,009 | $550,001 | −$122,992 | −$555,982 … $309,998 | computed |
| 2019 | $435,010 | $925,002 | −$489,992 | −$1,054,981 … $74,997 | computed |
| 2020 | $475,510 | $725,002 | −$249,491 | −$788,979 … $289,997 | computed |
| 2021 | $744,010 | $375,000 | $369,010 | −$106,980 … $844,999 | computed |
| 2022 | $685,010 | $407,501 | $277,510 | −$204,979 … $759,998 | computed |
| 2023 | $575,011 | $407,501 | $167,510 | −$274,978 … $609,998 | computed |
| 2024 | $613,006 | $375,000 | $238,006 | −$163,988 … $639,999 | computed |
| 2025 | $613,006 | $375,000 | $238,006 | −$163,988 … $639,999 | 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.
2023 -21%
Reliability flags: 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): +13.1% to +4.5%. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2013→2014 | $128,506 | $128,506 | $0 | $0 | $0 | +0.0% | +0.0% … +0.0% | -158% … +158% | 41% | excluded; not eligible: traced coverage 41% < 60% |
| 2014→2015 | $96,006 | $120,506 | $0 | $0 | $0 | +25.5% | +19.4% … +116.6% | -160% … +211% | 75% | counted |
| 2015→2016 | $120,506 | $120,506 | $0 | $0 | $0 | +0.0% | +0.0% … +0.0% | -157% … +157% | 65% | counted |
| 2016→2017 | $328,007 | $328,007 | $0 | $0 | $0 | +0.0% | +0.0% … +0.0% | -114% … +114% | 91% | counted |
| 2017→2018 | $336,008 | $336,008 | $0 | $0 | $0 | +0.0% | +0.0% … +0.0% | -115% … +115% | 82% | counted |
| 2018→2019 | $320,006 | $320,006 | $0 | $0 | $0 | +0.0% | +0.0% … +0.0% | -112% … +112% | 75% | counted |
| 2019→2020 | $435,010 | $459,510 | $0 | $0 | $0 | +5.6% | +5.2% … +7.2% | -107% … +118% | 100% | counted |
| 2020→2021 | $392,510 | $661,009 | $0 | $0 | $0 | +68.4% | +56.8% … +113.7% | -72% … +209% | 83% | counted; single position drives the result (range jump) |
| 2021→2022 | $744,010 | $677,010 | $0 | $0 | $0 | -9.0% | -12.5% … -7.8% | -101% … +83% | 100% | counted |
| 2022→2023 | $677,010 | $534,510 | $0 | $0 | $0 | -21.0% | -24.7% … -19.8% | -111% … +69% | 99% | counted |
| 2023→2024 | $387,505 | $438,006 | $0 | $0 | $0 | +13.0% | +11.3% … +18.0% | -87% … +114% | 67% | counted |
| 2024→2025 | $613,006 | $613,006 | $0 | $0 | $0 | +0.0% | +0.0% … +0.0% | -90% … +90% | 100% | 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 | 0a8fe19a-f4c4-4af3-93eb-b7d847d013f8 | Senate amendment | 07/06/2015 | 15 | 0 | Senate eFD report399fff9e635354700f16251b22eae502da44f555d30ae0f4f6677f399d61abba |
| 2014 | 52b1eb09-ea9f-4072-9b12-87ddfbc3c392 | Senate amendment | 04/28/2016 | 13 | 0 | Senate eFD reportb37fc738da0b1aba92db23d842e0869c07bf41951cddc5cfac57e0bad717f078 |
| 2015 | 16a9a7b0-04ba-4be8-a8c0-4b8e1e37ec51 | Senate amendment | 06/27/2016 | 14 | 0 | Senate eFD reportc5808da1b9e79eb4b0ccfe8e27e5642c5d9d11d6f2afe3bfd065bffd4d37d7e0 |
| 2016 | b49abcf0-0b34-442e-8d29-728d6f041e43 | Senate annual | 05/15/2017 | 15 | 0 | Senate eFD report68ccedbc4f43519b178c0b1d9afa124bc777b7ebf78ab4510240123352818fb0 |
| 2017 | fe091b7e-a448-4aea-96e0-55e85fdc40d6 | Senate annual | 05/15/2018 | 16 | 0 | Senate eFD reportb740a1667b4f0b90d6fce88dba106e8d9232c3c6fc5d7c0b49f778fd254baf1e |
| 2018 | cf7013da-3597-4a05-b338-46d0bdc37b90 | Senate annual | 05/15/2019 | 18 | 0 | Senate eFD report1b411d42a4bb349ac8c21d1cb736a636bc5db0e2741eb83e859b6ae9869f97f1 |
| 2019 | 190dd53b-fb8d-4da5-809d-1fdf17d44e09 | Senate annual | 08/03/2020 | 19 | 0 | Senate eFD report98a472ed065df7eded43fdaa4d68d42cc8e57f4464fd0381ca80b3d007fca438 |
| 2020 | 7fa7db35-f3fc-48f2-84ea-eea4601b2676 | Senate annual | 05/14/2021 | 21 | 0 | Senate eFD report817bea5a9660484f33b6e7e318c230f9dc9b9aae8c5f4012647e81b9bb282293 |
| 2021 | 7d3aa8fb-dc1c-4bef-8149-3ea4f5daeeb4 | Senate amendment | 05/15/2023 | 20 | 0 | Senate eFD report403d1efc5ede64dbaaaf278ab9ffa55bc366daf1400838ba203c7a794c450f6d |
| 2022 | c6f8a29d-c6b0-499a-aa77-008d913436a6 | Senate amendment | 08/13/2025 | 21 | 0 | Senate eFD reportaf99369e829ba5c21e0daeeb67bef38def69c8bbb61326d03c987a6cb236bf75 |
| 2023 | 322f8a38-8455-4a4f-998d-b9ce2eea60c8 | Senate amendment | 08/13/2025 | 22 | 0 | Senate eFD report09086ec00b62951d96a8307fbc0bfa3a5358827590f8b94db9849572f0238875 |
| 2024 | fb24f5ac-4da1-4977-9090-fcad80783c46 | Senate annual | 08/13/2025 | 12 | 0 | Senate eFD report7a8d70c094935d30f7d7aa4f4462cca195682220612360a204f93db889667605 |
| 2025 | f2914d75-d108-4c63-a21c-f45d9215f01a | Senate annual | 05/14/2026 | 12 | 0 | Senate eFD reporte6f60b655833e76cfc9e906d62693b0d0ef6d21a607469a5aa71afa075c32333 |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Congressional Federal Credit Union (Washington, DC) Type: Checking, Savings | — | held | $100,001 - $250,000 | $15,001 - $50,000 | $0 | $0 |
| Congressional Federal Credit Union (Washington, DC) Type: Checking, Savings | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Martin Heinrich IRA ⇒ FNIAX-Fidelity Advisor New Insights A (NASDAQ) | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Scholar's Edge 529 Institution: The Education Trust Board of New Mexico ⇒ Scholar's Edge C | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Julie Heinrich Defined Contribution Pension Plan ⇒ RERCX-American Funds EuroPacific Gr R3 | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Martin Heinrich IRA ⇒ FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Julie Heinrich Defined Contribution Pension Plan ⇒ AIG Fixed Interest Option Provider: AIG | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Julie Heinrich IRA ⇒ FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | 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) |
|---|---|---|---|---|---|---|
| Martin Heinrich IRA ⇒ FNIAX-Fidelity Advisor New Insights A (NASDAQ) | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| NUSENDA Credit Union (Albuquerque, NM) Type: Checking, Savings | DC | held | $1,001 - $15,000 | $1,001 - $15,000; $1,001 - $15,000 | $0 | $0 |
| Scholar's Edge 529 Institution: The Education Trust Board of New Mexico ⇒ Scholar's Edge T | SP | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
| Scholar's Edge 529 Institution: The Education Trust Board of New Mexico ⇒ Scholar's Edge C | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Congressional Federal Credit Union (Washington, DC) Type: Checking, Savings | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Congressional Federal Credit Union (Washington, DC) Type: Checking, Savings | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Martin Heinrich IRA ⇒ FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Public Employees Retirement Association of New Mexico | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
Largest movers 2024→2025
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Scholar's Edge 529 Institution: The Education Trust Board of New Mexico ⇒ Scholar's Edge T | SP | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
| Scholar's Edge 529 Institution: The Education Trust Board of New Mexico ⇒ Scholar's Edge C | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| NUSENDA Credit Union (Albuquerque, NM) Type: Checking, Savings | DC | held | $1,001 - $15,000; $1,001 - $15,000 | $1,001 - $15,000; $1,001 - $15,000 | $0 | $0 |
| Congressional Federal Credit Union (Washington, DC) Type: Checking, Savings | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Congressional Federal Credit Union (Washington, DC) Type: Checking, Savings | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Martin Heinrich IRA ⇒ FNIAX-Fidelity Advisor New Insights A (NASDAQ) | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
| Martin Heinrich IRA ⇒ FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Public Employees Retirement Association of New Mexico | — | 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).