Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Alan S. Lowenthal (D-CA)
House · Democrat (most recent term) · CA-47 · in Congress 2013–2023 · Bioguide ID L000579
Party history: D 2013–2023. 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 2013, the member's first year in office) | 2013 | $440,051 | $1,445,525 | $2,450,999 |
| (b) Latest net worth estimate | 2021 | $1,360,169 | $3,683,584 | $6,006,999 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2021 (8 years spanned) | 2013–2021 | −$1,090,830 | +$2,238,059 | +$5,566,948 |
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 | $1,820,526 | $375,000 | $1,445,525 | $440,051 … $2,450,999 | computed |
| 2014 | $1,860,026 | $375,000 | $1,485,026 | $448,053 … $2,521,999 | computed |
| 2015 | $1,963,532 | $375,000 | $1,588,531 | $464,063 … $2,712,999 | computed |
| 2016 | $2,233,534 | $375,000 | $1,858,534 | $590,068 … $3,126,999 | computed |
| 2017 | $2,801,056 | $375,000 | $2,426,056 | $801,112 … $4,050,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2018 | $3,015,072 | $375,000 | $2,640,071 | $801,143 … $4,478,999 | computed |
| 2019 | $3,369,078 | $375,000 | $2,994,078 | $989,156 … $4,998,999 | computed |
| 2020 | $3,597,580 | $750,001 | $2,847,580 | $610,161 … $5,084,998 | computed |
| 2021 | $4,058,584 | $375,000 | $3,683,584 | $1,360,169 … $6,006,999 | 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.
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.)+1.8%
Simple average of years+2.0%
Years estimated7
Best / worst single year2016 +13%
2018 -6%
2018 -6%
Reliability flags: 4/7 years trading-dominated; 1 unparsed value(s).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +2.0% to +1.8%. 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 | $468,506 | $639,510 | $0 | $203,004 | $0 | -6.8% | -7.2% … -5.8% | -141% … +128% | 26% | excluded; not eligible: traced coverage 26% < 60%; many new/exited positions |
| 2014→2015 | $1,511,020 | $1,433,522 | $0 | $299,508 | $292,006 | -5.6% | -8.8% … -4.5% | -124% … +113% | 81% | counted; many new/exited positions |
| 2015→2016 | $1,482,022 | $1,736,023 | $0 | $405,010 | $339,510 | +12.7% | +11.2% … +13.2% | -127% … +153% | 75% | counted; many new/exited positions |
| 2016→2017 | $1,781,028 | $1,761,523 | $0 | $218,008 | $290,510 | +3.0% | +1.5% … +7.7% | -116% … +122% | 80% | counted |
| 2017→2018 | $2,129,538 | $2,045,542 | $0 | $249,511 | $208,512 | -5.9% | -10.6% … -4.4% | -127% … +115% | 81% | counted; many new/exited positions |
| 2018→2019 | $2,477,052 | $2,638,552 | $804 | $298,511 | $201,010 | +2.6% | +1.1% … +7.8% | -124% … +129% | 82% | counted |
| 2019→2020 | $2,532,052 | $2,516,550 | $4,758 | $313,515 | $425,522 | +4.0% | +1.8% … +4.7% | -125% … +133% | 75% | counted; many new/exited positions |
| 2020→2021 | $2,832,552 | $2,953,051 | $5,104 | $313,515 | $281,513 | +3.3% | +2.1% … +7.1% | -118% … +125% | 79% | 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 | 10004085 | House amendment | 8/13/2014 | 51 | 0 | 10004085.pdfcc59c8fcd630ead110198d30b309eb5e3e0ae7f94e0918079dab6b4b50726eb3 |
| 2014 | 10008013 | House amendment | 5/16/2016 | 68 | 0 | 10008013.pdfcafbb39f5b9dbafa4d73446912aced0ac88614ea57687fb8c41e749e78f8ac33 |
| 2015 | 10010281 | House annual | 5/16/2016 | 63 | 0 | 10010281.pdf7f098bbe1f4b794192223a975e2608061149c75783299b45e7b0dc17fb0705e7 |
| 2016 | 10015342 | House annual | 5/15/2017 | 68 | 0 | 10015342.pdf0ac3bda5d770c23253dc4bbc1bdcc2f5b0df7b48b7e2b89b850acd83935b2193 |
| 2017 | 10020342 | House annual | 5/10/2018 | 129 | 1 | 10020342.pdfa8a5c2f66dd45fff95f0cb8339f68d00e03fde0cf4c76ac5221874bee4e9347f |
| 2018 | 10040135 | House amendment | 6/21/2021 | 143 | 0 | 10040135.pdf1cc0f114ac745e878503b1d2626745dbdaf6e08906443a99cd9ba8e6beb4d999 |
| 2019 | 10040137 | House amendment | 6/21/2021 | 156 | 0 | 10040137.pdfa12f12f58ab1962ba21b0d7ba77973bd848509fcb4d3a23acf72c058c1b727c8 |
| 2020 | 10040113 | House annual | 6/21/2021 | 170 | 0 | 10040113.pdf383f353c2238f5d702d4790142adf2a380e51021dad1b9c6aaa4832780655c6c |
| 2021 | 10047515 | House annual | 7/22/2022 | 201 | 0 | 10047515.pdf5b83fb9845ab54dc336a7c5269cc9f9ba51a0a619c4625288088019cf9ec91b6 |
Largest movers 2018→2019
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Neuberger Berman - Traditional IRA ⇒ | SP | held | $15,001 - $50,000; $15,001 - $50,000 | $15,001 - $50,000 | $40,501 | $0 |
| Allianz 403(b) ⇒ AZL Russell 1000 Growth Idx C2 [MF] | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Allianz 403(b) ⇒ AZL S&P 500 Index Fund [MF] | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Allianz 403(b) ⇒ PIMCO EqS Pathfinder [MF] | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Neuberger Berman - Traditional IRA ⇒ Sempra Energy (SRE) [ST] | SP | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $32,002 |
| Neuberger Berman - Traditional IRA ⇒ Zimmer Biomet Hldgs Inc. Note [CS] | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Neuberger Berman - Traditional IRA ⇒ Facebook, Inc. - Class A (FB) [ST] | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Neuberger Berman - Traditional IRA ⇒ BioMarin Pharmaceutical Inc. (BMRN) [ST] | SP | exited | $15,001 - $50,000 | — | $0 | $8,000 |
Largest movers 2019→2020
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Neuberger Berman - Traditional IRA ⇒ Sunrun Inc. (RUN) [ST] | SP | held | $15,001 - $50,000 | $15,001 - $50,000 | $24,002 | $160,010 |
| Neuberger Berman - Traditional IRA ⇒ Microsoft Corporation (MSFT) [ST] | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Neuberger Berman - Traditional IRA ⇒ General Motors Company (GM) [ST] | SP | new | — | $1,001 - $15,000 | $32,500 | $0 |
| Neuberger Berman - Traditional IRA ⇒ | SP | exited | $15,001 - $50,000 | — | $0 | $8,000 |
| Neuberger Berman - Traditional IRA ⇒ Boston Scientific Corporation (BSX) [ST] | SP | exited | $15,001 - $50,000 | — | $0 | $8,000 |
| Neuberger Berman - Individual ⇒ DREYFUS TREASURY SEC CASH MGMT ADMIN [BA] | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Neuberger Berman - Traditional IRA ⇒ Kratos Defense & Security Solutions, Inc. (KTOS) [ST] | SP | new | — | $15,001 - $50,000 | $8,000 | $0 |
| Neuberger Berman - Traditional IRA ⇒ Vivint Solar, Inc. (VSLR) [ST] | SP | exited | $1,001 - $15,000 | — | $16,001 | $40,501 |
Largest movers 2020→2021
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Neuberger Berman - Beneficiary IRA ⇒ DREYUS TREASURY SEC MGMT ADMIN (DARXX) [BA] | SP | held | $1,001 - $15,000 | $100,001 - $250,000 | $0 | $0 |
| Neuberger Berman - Traditional IRA ⇒ Apple Inc. (AAPL) [ST] | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Neuberger Berman - Traditional IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Neuberger Berman - Beneficiary IRA ⇒ General Motors Company (GM) [ST] | SP | held | $1 - $1,000 | None | $0 | $40,501 |
| Neuberger Berman - Traditional IRA ⇒ Equinix Inc. Note 5.375%; Due 5/15/2027 [CS] | SP | held | $15,001 - $50,000 | None | $0 | $0 |
| Neuberger Berman - Traditional IRA ⇒ Outfront Media Inc. Ser B Note 5.625%; Due 2/15/2024 | SP | held | $15,001 - $50,000 | None | $0 | $0 |
| Neuberger Berman - Traditional IRA ⇒ Fidelity National Information Services, Inc. (FIS) [S | SP | held | $15,001 - $50,000 | None | $0 | $0 |
| Neuberger Berman - Traditional IRA ⇒ Celgene Corp Note Call Make Whole [CS] | SP | held | $15,001 - $50,000 | None | $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).