Rep. Mike Levin (D-CA)
House · Democrat (most recent term) · CA-49 · in Congress 2019–present · Bioguide ID L000593
Party history: D 2019–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 2019, the member's first year in office) | 2019 | −$317,982 | $418,508 | $1,154,999 |
| (b) Latest net worth estimate | 2025 | $581,020 | $1,710,510 | $2,839,999 |
| (c) Estimated gain / loss, nominal dollars, 2019 → 2025 (6 years spanned) | 2019–2025 | −$573,979 | +$1,292,001 | +$3,157,981 |
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 |
|---|---|---|---|---|---|
| 2019 | $1,168,509 | $750,000 | $418,508 | −$317,982 … $1,154,999 | computed |
| 2020 | $1,160,508 | $750,000 | $410,508 | −$318,983 … $1,139,999 | computed |
| 2021 | $1,309,508 | $750,000 | $559,508 | −$240,983 … $1,359,999 | computed |
| 2022 | $1,260,508 | $750,000 | $510,508 | −$268,983 … $1,289,999 | computed |
| 2023 | $1,501,008 | $750,000 | $751,008 | −$127,983 … $1,629,999 | computed |
| 2024 | $1,943,508 | $750,000 | $1,193,508 | $207,017 … $2,179,999 | computed |
| 2025 | $2,460,510 | $750,000 | $1,710,510 | $581,020 … $2,839,999 | 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.
2021 -14%
Reliability flags: few years (4).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +14.7% to +3.3%. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2019→2020 | $172,004 | $746,504 | $0 | $40,002 | $0 | +310.7% | +273.1% … +427.3% | +66% … +556% | 15% | excluded; not eligible: traced coverage 15% < 60%; many new/exited positions |
| 2020→2021 | $1,128,008 | $1,102,008 | $0 | $137,504 | $0 | -14.5% | -16.0% … -10.8% | -104% … +75% | 97% | counted |
| 2021→2022 | $959,508 | $1,085,508 | $100 | $16,001 | $0 | +11.5% | +11.0% … +12.5% | -79% … +102% | 73% | counted |
| 2022→2023 | $479,005 | $1,070,006 | $1,750 | $128,008 | $0 | +97.0% | +81.7% … +137.6% | -61% … +255% | 38% | excluded; not eligible: traced coverage 38% < 60% |
| 2023→2024 | $1,501,008 | $1,943,508 | $1,750 | $176,510 | $0 | +17.8% | +10.9% … +34.7% | -83% … +118% | 100% | counted |
| 2024→2025 | $1,911,008 | $2,428,010 | $600 | $541,514 | $325,002 | +15.8% | +10.1% … +28.2% | -89% … +121% | 98% | counted; 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 |
|---|---|---|---|---|---|---|
| 2019 | 10040617 | House amendment | 6/1/2021 | 18 | 0 | 10040617.pdfe390586fe52a2e85d5b63174dbe3d0d2f187fb18eec825536e6f63947b80c1fc |
| 2020 | 10040396 | House annual | 6/1/2021 | 17 | 0 | 10040396.pdf8a82c7ff95f208a6f2154a4054bf01531b7346e6b5a70bbd1e0d9b318aa3a749 |
| 2021 | 10046465 | House annual | 4/21/2022 | 18 | 0 | 10046465.pdf35814c8f67e50832da461dcd6b53b7ff5cb11d6193510a3a3815220ad23d409c |
| 2022 | 10052746 | House annual | 5/8/2023 | 17 | 0 | 10052746.pdf7dff1773e4a0ac8d53a3fb834cbc06e0670509c272a3b8ec4ed3202787cd6345 |
| 2023 | 10067551 | House amendment | 5/9/2025 | 17 | 0 | 10067551.pdf0c91e6f846de2da0977f0dd4b0aa117dfa28a657428dac4b6c4c45b5ccededa7 |
| 2024 | 10066874 | House annual | 5/5/2025 | 17 | 0 | 10066874.pdf1a4532e32d23532fd77b291a86bce046dfcefc33f69bd10dca9a070fb229d883 |
| 2025 | 10075542 | House annual | 4/16/2026 | 23 | 0 | 10075542.pdf71b13f601c1860ea33eb7f38a57c458e5750084bbd18715b90d88d7ec5cef464 |
Largest movers 2021→2022
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Fidelity 401(k) ⇒ Fidelity Freedom Blend 2040 Fund (FHARX) [MF] | SP | new | — | $100,001 - $250,000 | $16,001 | $0 |
| US Bank Accounts [BA] | JT | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Fidelity IRA ⇒ Fidelity International Sustainability Index Fund (FNIDX) [MF] | — | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Vanguard 529 #2 ⇒ Vanguard Growth Index Portfolio [MF] | DC | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Fidelity Roth IRA ⇒ Fidelity Freedom 2040 Fund (FFFFX) [MF] | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Fidelity IRA ⇒ Fidelity OTC Portfolio (FOCPX) [MF] | SP | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Vanguard 529 #2 ⇒ Vanguard Aggressive Growth Portfolio [MF] | DC | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Fidelity IRA ⇒ Fidelity Freedom 2040 Fund (FFFFX) [MF] | SP | held | $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
Largest movers 2023→2024
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Fidelity IRA ⇒ Fidelity OTC Pt (FOCPX) [MF] | SP | held | $100,001 - $250,000 | $250,001 - $500,000 | $32,500 | $0 |
| Fidelity 401(k) ⇒ Fidelity Freedom Blend 2040 Fund (FHARX) [MF] | SP | held | $100,001 - $250,000 | $250,001 - $500,000 | $112,007 | $0 |
| Vanguard 529 #1 ⇒ Vanguard Growth Index Portfolio [MF] | DC | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Fidelity IRA ⇒ Fidelity Freedom 2040 (FFFFX) [MF] | SP | held | $250,001 - $500,000 | $250,001 - $500,000 | $16,001 | $0 |
| Fidelity IRA ⇒ | SP | held | $15,001 - $50,000 | $15,001 - $50,000 | $8,000 | $0 |
| Fidelity IRA ⇒ Fidelity International Sustainability Index Fund (FNIDX) [MF] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $8,000 | $0 |
| US Bank Accounts [BA] | JT | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Fidelity IRA ⇒ Fidelity Real Estate Income (FRIFX) [MF] | SP | 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) |
|---|---|---|---|---|---|---|
| Fidelity IRA ⇒ Fidelity Freedom 2040 (FFFFX) [MF] | SP | held | $250,001 - $500,000 | $500,001 - $1,000,000 | $16,001 | $0 |
| Fidelity 401(k) ⇒ Fidelity Freedom Blend 2040 Fund (FHARX) [MF] | SP | held | $250,001 - $500,000 | $250,001 - $500,000 | $112,007 | $0 |
| US Bank Accounts [BA] | JT | held | $100,001 - $250,000 | $50,001 - $100,000 | $0 | $0 |
| Vanguard 529 #1 ⇒ Vanguard Mid-Cap Index Portfolio [MF] | DC | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Vanguard 529 #1 ⇒ Vanguard Aggressive Growth Portfolio [MF] | DC | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Vanguard 529 #2 ⇒ Vanguard Growth Index Portfolio [MF] | DC | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Fidelity IRA ⇒ Fidelity Freedom 2040 (FFFFX) [MF] | — | new | — | $250,001 - $500,000 | $333,002 | $0 |
| Fidelity IRA ⇒ Fidelity OTC Pt (FOCPX) [MF] | SP | held | $250,001 - $500,000 | $250,001 - $500,000 | $40,501 | $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).