Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Sen. Robert Menendez (D-NJ)
House / Senate · Democrat (most recent term) · NJ · in Congress 1993–2024 · Bioguide ID M000639
Party history by chamber: House D 1993–2006, Senate D 2006–2024. 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 at the earliest available report (2013); the member entered office earlier, in 1993 | 2013 | $231,005 | $448,002 | $664,999 |
| (b) Latest net worth estimate | 2023 | $470,008 | $790,004 | $1,109,999 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2023 (10 years spanned) | 2013–2023 | −$194,991 | +$342,002 | +$878,994 |
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 | $523,002 | $75,000 | $448,002 | $231,005 … $664,999 | computed |
| 2014 | $498,502 | $150,001 | $348,502 | $117,005 … $579,998 | computed |
| 2015 | $498,502 | $75,000 | $423,502 | $217,005 … $629,999 | computed |
| 2016 | $498,502 | $75,000 | $423,502 | $217,005 … $629,999 | computed |
| 2017 | $466,002 | $32,500 | $433,502 | $252,004 … $614,999 | computed |
| 2018 | $574,002 | $32,500 | $541,502 | $303,005 … $779,999 | computed |
| 2019 | $566,002 | $32,500 | $533,502 | $302,004 … $764,999 | computed |
| 2020 | $830,504 | $250,001 | $580,502 | $146,007 … $1,014,998 | computed |
| 2021 | $863,004 | $250,001 | $613,003 | $161,008 … $1,064,998 | computed |
| 2022 | $838,504 | $150,001 | $688,503 | $297,008 … $1,079,998 | computed |
| 2023 | $822,504 | $32,500 | $790,004 | $470,008 … $1,109,999 | 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.)+9.7%
Simple average of years+10.1%
Years estimated10
Best / worst single year2023 +29%
2022 -3%
2022 -3%
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +8.3% to +10.3%. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2013→2014 | $523,002 | $498,502 | $32,500 | $0 | $0 | +1.5% | +0.3% … +2.1% | -73% … +76% | 100% | counted |
| 2014→2015 | $466,002 | $466,002 | $32,500 | $0 | $0 | +7.0% | +5.0% … +7.9% | -67% … +81% | 93% | counted |
| 2015→2016 | $498,502 | $498,502 | $32,500 | $0 | $0 | +6.5% | +4.7% … +7.4% | -70% … +83% | 100% | counted |
| 2016→2017 | $458,002 | $458,002 | $32,500 | $0 | $0 | +7.1% | +5.0% … +8.1% | -65% … +79% | 92% | counted |
| 2017→2018 | $466,002 | $566,002 | $32,500 | $0 | $0 | +28.4% | +21.5% … +31.7% | -56% … +113% | 100% | counted |
| 2018→2019 | $558,002 | $558,002 | $32,500 | $0 | $0 | +5.8% | +4.3% … +6.5% | -72% … +83% | 97% | counted |
| 2019→2020 | $558,002 | $582,502 | $32,500 | $0 | $0 | +10.2% | +8.3% … +11.1% | -69% … +89% | 99% | counted |
| 2020→2021 | $830,504 | $863,004 | $32,500 | $0 | $0 | +7.8% | +6.0% … +8.6% | -77% … +93% | 100% | counted |
| 2021→2022 | $863,004 | $806,004 | $32,500 | $0 | $0 | -2.8% | -2.9% … -2.7% | -83% … +78% | 100% | counted |
| 2022→2023 | $623,002 | $774,002 | $32,500 | $0 | $0 | +29.5% | +26.6% … +36.0% | -56% … +115% | 74% | 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 | 366d0de3-9e48-48ce-9ed8-b5463400fbb1 | Senate annual | 05/15/2014 | 5 | 0 | Senate eFD report69df783d9cdaaf3f2e4328251daf983048802fbd85ac8aeae9c37235a529b8ce |
| 2014 | 6b1595ce-5ea0-4fe1-910f-cf3b53e6209e | Senate amendment | 07/21/2015 | 5 | 0 | Senate eFD reportafea13af40fdb2c3fcdc5a9f14519f74e37a8cff286ffb7612824deedbefbaa6 |
| 2015 | 74f7897a-60e3-4635-9625-85c33a7085b0 | Senate annual | 05/16/2016 | 5 | 0 | Senate eFD report123e16773ec1fdeecf82ae278fda01d0b51418c5dc01c4dfc3f35f076f4ee150 |
| 2016 | 315616ef-89ae-4679-ab11-29d6feb6ac7b | Senate annual | 05/09/2017 | 5 | 0 | Senate eFD report636a07311cb5019c5dc6f428b241e2114ffc53099b318dcc10f410bc3c0b6f24 |
| 2017 | 512fe6c1-8121-41bc-8502-e5e56441a4da | Senate annual | 05/15/2018 | 4 | 0 | Senate eFD report3233d11ef482174b20422835430e1c4278524ab27a5e6935f3109d8b7321e482 |
| 2018 | a2bbffd6-b90b-4ae6-8438-4fe5ba95af18 | Senate annual | 05/14/2019 | 5 | 0 | Senate eFD report6d61e34d8f07c3dd975c60bbda67f32d9b1e3c052d3bc4430d4343fab8408ebc |
| 2019 | d709a150-ea9a-41fd-b02a-25efb44f0daa | Senate annual | 08/05/2020 | 4 | 0 | Senate eFD report46d0430b17ced11e1779152414d0b00906ac542d9f5f61aa4a51158d2f26dc32 |
| 2020 | b82e3bb4-4225-44b9-9cb5-212c939f44a3 | Senate amendment | 03/16/2022 | 7 | 0 | Senate eFD reportc9e5468facef0734aa0a17f30159dcf6f6c11d35d708f312dc2dbb6343ad09fa |
| 2021 | a00d13cd-c1c4-47ab-b32f-4db5e3ed0e22 | Senate annual | 05/12/2022 | 8 | 0 | Senate eFD reportd6cefec29f2eb16fca944e552e5442a1ac3446a56e22bc8fa797e287caafe695 |
| 2022 | afb095e0-a669-4a55-b7f4-37583364287b | Senate annual | 06/26/2023 | 8 | 0 | Senate eFD reportf44eff15ef6b2599f75d571d4f3f53982d540c0c36e5bd888c8b6f606ce4f3e8 |
| 2023 | 49e798ef-9287-4893-b611-3469c3448209 | Senate annual | 08/13/2024 | 8 | 0 | Senate eFD reporte8a12dba7de43eee49e29d4945099d636fc20b70e79af37d690c3afc92159374 |
Largest movers 2020→2021
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| PNC Bank (Englewood Cliffs, NJ) Type: Checking | SP | held | $15,001 - $50,000 | $15,001 - $50,000; $15,001 - $50,000 | $0 | $0 |
| Senate Federal Credit Union (Washington, DC) Type: Checking, Savings | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Residential Description: Rental Property (Union City, NJ) | — | held | $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
| Marcus (Englewood Cliffs, NJ) Type: Savings | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Gold Bullion Description : Gold Bars | SP | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| PNC Bank (Englewood Cliffs, NJ) Type: Savings | SP | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| M&T Bank (Hoboken, NJ) Type: Checking | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
Largest movers 2021→2022
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| PNC Bank (Englewood Cliffs, NJ) Type: Checking | SP | held | $15,001 - $50,000; $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| PNC Bank (Englewood Cliffs, NJ) Type: Savings | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Senate Federal Credit Union (Washington, DC) Type: Checking, Savings | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Residential Description: Rental Property (Union City, NJ) | — | held | $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
| Marcus (Englewood Cliffs, NJ) Type: Savings | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Gold Bullion Description : Gold Bars | SP | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| M&T Bank (Hoboken, NJ) Type: Checking | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Senate Federal Credit Union (Washington, DC) Type: Checking, Savings | — | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| TD Bank (Englewood Cliffs, New Jersey) Type: Checking | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| PNC Bank (Englewood Cliffs, NJ) Type: Checking | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Residential Description: Rental Property (Union City, NJ) | — | held | $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
| Marcus (Englewood Cliffs, NJ) Type: Savings | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $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).