Sen. Mark Kelly (D-AZ)
Senate · Democrat (most recent term) · AZ · in Congress 2020–present · Bioguide ID K000377
Party history: D 2020–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, the member's first year in office) | 2020 | $10,365,035 | $24,820,018 | $39,275,000 |
| (b) Latest net worth estimate | 2025 | $7,584,015 | $20,472,008 | $33,360,000 |
| (c) Estimated gain / loss, nominal dollars, 2020 → 2025 (5 years spanned) | 2020–2025 | −$31,690,985 | −$4,348,010 | +$22,994,965 |
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 | $24,820,018 | $0 | $24,820,018 | $10,365,035 … $39,275,000 | computed |
| 2021 | $23,798,506 | $0 | $23,798,506 | $8,817,013 … $38,780,000 | computed |
| 2022 | $21,314,507 | $0 | $21,314,507 | $8,169,014 … $34,460,000 | computed |
| 2023 | $20,654,008 | $0 | $20,654,008 | $7,713,015 … $33,595,000 | computed |
| 2024 | $20,447,508 | $0 | $20,447,508 | $7,570,015 … $33,325,000 | computed |
| 2025 | $20,472,008 | $0 | $20,472,008 | $7,584,015 … $33,360,000 | 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 -10%
Reliability flags: few years (4).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): -2.7% to -2.7%. 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 | $4,723,504 | $4,790,504 | $3,750 | $0 | $0 | +1.5% | +1.2% … +2.4% | -109% … +112% | 19% | excluded; not eligible: traced coverage 19% < 60% |
| 2021→2022 | $22,798,505 | $20,548,505 | $32,500 | $0 | $0 | -9.7% | -10.6% … -5.9% | -130% … +111% | 96% | counted |
| 2022→2023 | $21,314,507 | $20,621,507 | $85,001 | $0 | $0 | -2.9% | -5.1% … -2.3% | -125% … +120% | 100% | counted |
| 2023→2024 | $20,621,507 | $20,439,507 | $85,001 | $0 | $0 | -0.5% | -1.0% … -0.4% | -126% … +125% | 100% | counted |
| 2024→2025 | $20,447,508 | $20,472,008 | $560,001 | $0 | $0 | +2.9% | +1.6% … +3.2% | -125% … +131% | 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 |
|---|---|---|---|---|---|---|
| 2020 | 9a632396-2fa3-4f41-b865-bcef0ddd2f7a | Senate annual | 08/16/2021 | 35 | 0 | Senate eFD reportda21cd94d88262078a3beefc250e9d349bf39b49c405a061715b2793ed5c063e |
| 2021 | 37a74122-eff3-410a-90d7-6ec39bd316c2 | Senate annual | 08/15/2022 | 13 | 0 | Senate eFD report88bc5a44a0138478e736a38c41dc6e6deb94b194027da6bcb932e28c60ebe5f9 |
| 2022 | c21622bd-985a-4f17-b9f6-216ee6d51f44 | Senate amendment | 08/13/2024 | 14 | 0 | Senate eFD report6fcdceca2037933ed22ad0d8637ab2810e94f2f828a82ec886bded18705a8370 |
| 2023 | deaf96b2-f782-4cc2-89fc-f0f619e9aed4 | Senate annual | 08/13/2024 | 15 | 0 | Senate eFD report25f2aeee0bc1f72cb4d632b388fc791fcb34bbde3067843bfc3184a41299e19e |
| 2024 | 1f1b3071-0ebe-45da-bf6e-ec48ffdea81f | Senate annual | 08/13/2025 | 15 | 0 | Senate eFD report3448d8338ea9a4516e969611b448acfd0d45ddbb198c97ee7124d9a781f82fe5 |
| 2025 | 4a55a772-88d7-4816-aec9-99360f8e241f | Senate annual | 08/12/2026 | 15 | 0 | Senate eFD report4a0e4e1d80749bbeca9ca99e092415940a8b85dfe7d444f2d64c536c830585f3 |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Northern Trust (Chicago, IL) Type: Checking | — | held | $500,001 - $1,000,000 | $1,001 - $15,000 | $0 | $0 |
| Giffords 401(k) ⇒ LIJKX - Blackrock Lifepath Index 2035 Port Cl K Shs | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Lightspeed Partners LLC Company: Lightspeed Partners LLC (Tucson, AZ) Description: Media P | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Flexible Retirement Annuity - Traditional IRA Provider: USAA | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Retirement Annuity Provider: USAA | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Residential Property Description: Residential Real Estate (Tucson, AZ) | SP | held | $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
| Retirement Annuity 2 Provider: USAA | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Mark Kelly Roth Individual Retirement Account Qualified Blind Trust No. 2 dated June 25, 2 | — | 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) |
|---|---|---|---|---|---|---|
| USAA Federal Savings Bank (San Antonio, TX) Type: Checking | JT | held | $250,001 - $500,000 | $100,001 - $250,000 | $0 | $0 |
| Giffords 401(k) ⇒ LIJKX - Blackrock Lifepath Index 2035 Port Cl K Shs | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Lightspeed Partners LLC Company: Lightspeed Partners LLC (Tucson, AZ) Description: Media P | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Flexible Retirement Annuity - Traditional IRA Provider: USAA | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Retirement Annuity Provider: USAA | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Residential Property Description: Residential Real Estate (Tucson, AZ) | SP | held | $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
| Retirement Annuity 2 Provider: USAA | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Mark Kelly Roth Individual Retirement Account Qualified Blind Trust No. 2 dated June 25, 2 | — | 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) |
|---|---|---|---|---|---|---|
| Northern Trust (Chicago, IL) Type: Checking | JT | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Flexible Retirement Annuity - Traditional IRA Provider: USAA | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Giffords 401(k) ⇒ LIJKX - Blackrock Lifepath Index 2035 Port Cl K Shs | SP | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
| Retirement Annuity Provider: USAA | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Residential Property Description: Residential Real Estate (Tucson, AZ) | SP | held | $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
| Retirement Annuity 2 Provider: USAA | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Mark Kelly Roth Individual Retirement Account Qualified Blind Trust No. 2 dated June 25, 2 | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Mark Kelly Traditional Individual Retirement Account Qualified Blind Trust No. 1 dated Jun | — | held | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 | $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).