Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Nicole Malliotakis (R-NY)
House · Republican (most recent term) · NY-11 · in Congress 2021–present · Bioguide ID M000317
Party history: R 2021–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 2021, the member's first year in office) | 2021 | $603,038 | $1,199,019 | $1,795,000 |
| (b) Latest net worth estimate | 2025 | $1,099,048 | $2,080,024 | $3,061,000 |
| (c) Estimated gain / loss, nominal dollars, 2021 → 2025 (4 years spanned) | 2021–2025 | −$695,952 | +$881,005 | +$2,457,962 |
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 |
|---|---|---|---|---|---|
| 2021 | $1,199,019 | $0 | $1,199,019 | $603,038 … $1,795,000 | computed |
| 2022 | $1,117,518 | $0 | $1,117,518 | $560,037 … $1,675,000 | computed |
| 2023 | $1,240,521 | $0 | $1,240,521 | $591,042 … $1,890,000 | computed |
| 2024 | $1,798,023 | $0 | $1,798,023 | $906,046 … $2,690,000 | computed; 2 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2025 | $2,080,024 | $0 | $2,080,024 | $1,099,048 … $3,061,000 | 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.
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.)-6.2%
Simple average of years-4.8%
Years estimated3
Best / worst single year2025 +15%
2024 -25%
2024 -25%
Reliability flags: few years (3); 2 unparsed value(s).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): -5.2% to -6.5%. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2021→2022 | $1,038,012 | $997,012 | $12,560 | $16,001 | $0 | -4.3% | -4.3% … -4.2% | -97% … +88% | 87% | counted |
| 2022→2023 | $670,015 | $719,015 | $15,164 | $0 | $0 | +9.6% | +9.0% … +11.7% | -108% … +128% | 60% | excluded; not eligible: traced coverage 60% < 60% |
| 2023→2024 | $1,072,012 | $1,341,020 | $31,263 | $583,511 | $16,001 | -24.9% | -27.1% … -24.2% | -170% … +120% | 86% | counted; many new/exited positions |
| 2024→2025 | $1,499,520 | $2,064,023 | $41,764 | $470,507 | $88,006 | +14.9% | +12.6% … +22.2% | -123% … +153% | 97% | 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 |
|---|---|---|---|---|---|---|
| 2021 | 10047677 | House annual | 8/12/2022 | 39 | 0 | 10047677.pdf2cf29a075c7079110c066d52ca659b70bded5b4077ad01818e1563659259f372 |
| 2022 | 10053986 | House annual | 8/11/2023 | 41 | 0 | 10053986.pdfac75acf0422eebba43a38f4b143d2be8d8bb5701fddd8c1904729f77c8dd3128 |
| 2023 | 10060618 | House annual | 8/10/2024 | 42 | 0 | 10060618.pdf7ae77458076d708e54e0e3a411c8014fa40f8f7f654576a1b6e661e56d34db7e |
| 2024 | 10068082 | House annual | 8/7/2025 | 56 | 2 | 10068082.pdf346658909bf6d1054746e79374a1c6258b7c8556edb63f78cbe27194f86599fc |
| 2025 | 10076820 | House annual | 8/7/2026 | 54 | 0 | 10076820.pdf4f3a8bcf653018d94d9b19e415adea1386f96701259fe1472d141604d62d8f57 |
Largest movers 2021→2022
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| General Electric Company (GE) [ST] | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Bank of America Corporation (BAC) [ST] | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Roth IRA ⇒ Vanguard FTSE Pacific [EF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $8,000 | $0 |
| Columbia Floating Rate [MF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Franklin Dynatech [MF] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
| Roth IRA ⇒ Sector Technology Select Sector SPDR [EF] | — | new | — | $1,001 - $15,000 | $8,000 | $0 |
| Roth IRA ⇒ Select Sector Communication Services [EF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Caterpillar, Inc. (CAT) [ST] | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
Largest movers 2023→2024
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| US Treasury Bill [BA] | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $350,001 | $0 |
| Franklin Dynatech [MF] | — | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Wells Fargo cd [BA] | — | held | $50,001 - $100,000 | None | $0 | $0 |
| Mastercard Incorporated (MA) [ST] | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Boeing Company (BA) [ST] | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $32,500 | $0 |
| Procter & Gamble Company (PG) [ST] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Johnson & Johnson (JNJ) [ST] | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Janney Insured Sweep [BA] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
Largest movers 2024→2025
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Wells Fargo CD [BA] | — | held | None | $50,001 - $100,000; $100,001 - $250,000 | $0 | $0 |
| Con Edison Thrift Savings Account ⇒ Vanguard Primecap Fund Admiral [OT] | — | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Morgan Stanley cd [BA] New York State and Local Retirement System [PE] | — | held | $100,001 - $250,000 | None | $0 | $0 |
| US Treasury Bill [BA] | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $175,000 | $8,000 |
| Roth IRA ⇒ Washington Mutual Investors Fund Cl F-2 Shs (WMFFX) [MF] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $8,000 | $8,000 |
| Roth IRA ⇒ American Balanced Fund Class F-2 Shs (AMBFX) [MF] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $8,000 | $8,000 |
| Roth IRA ⇒ Capital Income Builder Cl F-2 Shs (CAIFX) [MF] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $8,000 | $8,000 |
| iShares Expanded Tech-Software Sector ETF (IGV) [EF] | — | new | — | None | $8,000 | $16,001 |
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).