Rep. John Katko (R-NY)
House · Republican (most recent term) · NY-24 · in Congress 2015–2023 · Bioguide ID K000386
Party history: R 2015–2023. 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 2014) | 2014 | $3,003 | $24,002 | $45,000 |
| (b) Latest net worth estimate | 2021 | $164,029 | $742,014 | $1,319,998 |
| (c) Estimated gain / loss, nominal dollars, 2014 → 2021 (7 years spanned) | 2014–2021 | +$119,029 | +$718,012 | +$1,316,995 |
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 |
|---|---|---|---|---|---|
| 2014 | $24,002 | $0 | $24,002 | $3,003 … $45,000 | computed |
| 2015 | $24,002 | $220,001 | −$196,000 | −$311,997 … −$80,002 | computed |
| 2016 | $24,002 | $447,502 | −$423,501 | −$646,997 … −$200,005 | computed |
| 2017 | $24,002 | $295,002 | −$271,000 | −$411,997 … −$130,003 | computed |
| 2018 | $8,000 | $282,502 | −$274,501 | −$398,999 … −$150,003 | computed |
| 2019 | $8,000 | $262,501 | −$254,500 | −$363,999 … −$145,002 | computed |
| 2020 | $8,000 | $207,501 | −$199,500 | −$298,999 … −$100,002 | computed |
| 2021 | $949,514 | $207,501 | $742,014 | $164,029 … $1,319,998 | 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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2014→2015 | $16,001 | $16,001 | $10,601 | $0 | $0 | +66.3% | +53.3% … +259.8% | -142% … +275% | 67% | excluded; not eligible: traced prior-year value below $50,000 |
| 2015→2016 | $24,002 | $24,002 | $10,702 | $0 | $0 | +44.6% | +36.0% … +173.3% | -153% … +242% | 100% | excluded; not eligible: traced prior-year value below $50,000 |
| 2016→2017 | $24,002 | $24,002 | $4,452 | $0 | $8,000 | +51.9% | +47.1% … +123.3% | -160% … +263% | 100% | excluded; not eligible: traced prior-year value below $50,000 |
| 2017→2018 | $8,000 | $0 | $0 | $0 | $0 | -100.0% | -100.0% … -100.0% | -187% … -13% | 33% | excluded; not eligible: traced prior-year value below $50,000 |
| 2018→2019 | $0 | $0 | $0 | $0 | $0 | n/a | n/a … n/a | n/a … n/a | 0% | excluded; not eligible: traced prior-year value below $50,000 |
| 2019→2020 | $8,000 | $8,000 | $100 | $0 | $0 | +1.3% | +0.1% … +1.3% | -175% … +177% | 100% | excluded; not eligible: traced prior-year value below $50,000 |
| 2020→2021 | $8,000 | $239,004 | $201 | $194,504 | $0 | +458.7% | +136.0% … +5294.6% | -2400% … +3317% | 100% | excluded; not eligible: traced prior-year value below $50,000; high turnover (buys+sells > 100% of opening value); many new/exited positions |
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 |
|---|---|---|---|---|---|---|
| 2014 | 10005885 | House amendment | 5/14/2015 | 3 | 0 | 10005885.pdf65d46d1bbae4d76dbea6371f9df33821620cb24e955dbb265087ac76950a8fa8 |
| 2015 | 10011337 | House annual | 5/13/2016 | 3 | 0 | 10011337.pdf7b7463b49551e39c5e1d3332e2e64477be4e6e439baebb5b82834d9fe0fcbd95 |
| 2016 | 10015707 | House annual | 5/2/2017 | 3 | 0 | 10015707.pdfb1459daef46e2a89ffd77b9fd1dd373955896866e376f14f6f9f6878d9535abc |
| 2017 | 10021049 | House annual | 5/4/2018 | 3 | 0 | 10021049.pdf6c5ba3e34292a63cb867d0637ce3c538910de7427a473db335a996f9d483c27f |
| 2018 | 10026566 | House annual | 5/9/2019 | 2 | 0 | 10026566.pdfcc0e99dfb383cba99af0bcc284cbe8a3d5bff3aafe1a6b1e473cb0712fa83ea2 |
| 2019 | 10036728 | House annual | 7/9/2020 | 1 | 0 | 10036728.pdf1bdf1ae8ff76cdf2ead0c8547d665dcb629476269210f10c1e29e7446745be16 |
| 2020 | 10042565 | House annual | 8/9/2021 | 1 | 0 | 10042565.pdf7ccad935525aca510c4bf7d8b2d8328803faeb1dbd83dabb331690fa31813498 |
| 2021 | 10047503 | House annual | 7/15/2022 | 29 | 0 | 10047503.pdf5b038709a9abbaabaabf0801bbfdb06a3d121a771a9cc5b47d1986276f6561d8 |
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).