Official portrait of Sen. Mark Kelly (D-AZ)
Official portrait: unitedstates/images (public domain; source GPO Member Guide)

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)

EstimateReport yearLowMidHigh
(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 estimate2025$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 yearAssets (mid)Liabilities (mid)Net worth midLow … HighStatus / flags
2020$24,820,018$0$24,820,018$10,365,035 … $39,275,000computed
2021$23,798,506$0$23,798,506$8,817,013 … $38,780,000computed
2022$21,314,507$0$21,314,507$8,169,014 … $34,460,000computed
2023$20,654,008$0$20,654,008$7,713,015 … $33,595,000computed
2024$20,447,508$0$20,447,508$7,570,015 … $33,325,000computed
2025$20,472,008$0$20,472,008$7,584,015 … $33,360,000computed
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.)-2.7%
Simple average of years-2.5%
Years estimated4
Best / worst single year2025 +3%
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

-10%0%10%2022202320242025

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. gainSame-position bandStrict envelopeTraced coverageStatus / 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 yearDoc IDTypeFiledSchedule A rowsRows with unparsed valueSource (official filing) / SHA-256
20209a632396-2fa3-4f41-b865-bcef0ddd2f7aSenate annual08/16/2021350Senate eFD report
da21cd94d88262078a3beefc250e9d349bf39b49c405a061715b2793ed5c063e
202137a74122-eff3-410a-90d7-6ec39bd316c2Senate annual08/15/2022130Senate eFD report
88bc5a44a0138478e736a38c41dc6e6deb94b194027da6bcb932e28c60ebe5f9
2022c21622bd-985a-4f17-b9f6-216ee6d51f44Senate amendment08/13/2024140Senate eFD report
6fcdceca2037933ed22ad0d8637ab2810e94f2f828a82ec886bded18705a8370
2023deaf96b2-f782-4cc2-89fc-f0f619e9aed4Senate annual08/13/2024150Senate eFD report
25f2aeee0bc1f72cb4d632b388fc791fcb34bbde3067843bfc3184a41299e19e
20241f1b3071-0ebe-45da-bf6e-ec48ffdea81fSenate annual08/13/2025150Senate eFD report
3448d8338ea9a4516e969611b448acfd0d45ddbb198c97ee7124d9a781f82fe5
20254a55a772-88d7-4816-aec9-99360f8e241fSenate annual08/12/2026150Senate eFD report
4a0e4e1d80749bbeca9ca99e092415940a8b85dfe7d444f2d64c536c830585f3

Largest movers 2022→2023

Position (as written in filing)OwnerKindOpening 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 ShsSPheld$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)SPheld$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)OwnerKindOpening range(s)Closing range(s)Buys (mid)Sales (mid)
USAA Federal Savings Bank (San Antonio, TX) Type: CheckingJTheld$250,001 - $500,000$100,001 - $250,000$0$0
Giffords 401(k) ⇒ LIJKX - Blackrock Lifepath Index 2035 Port Cl K ShsSPheld$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)SPheld$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)OwnerKindOpening range(s)Closing range(s)Buys (mid)Sales (mid)
Northern Trust (Chicago, IL) Type: CheckingJTheld$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 ShsSPheld$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)SPheld$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)

  1. 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.
  2. 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.
  3. 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).
  4. 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

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).