Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Patrick T. McHenry (R-NC)
House · Republican (most recent term) · NC-10 · in Congress 2005–2025 · Bioguide ID M001156
Party history: R 2005–2025. 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 2005 | 2013 | −$827,986 | −$198,495 | $430,996 |
| (b) Latest net worth estimate | 2023 | −$5,064,988 | −$2,444,496 | $175,997 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2023 (10 years spanned) | 2013–2023 | −$5,495,984 | −$2,246,000 | +$1,003,983 |
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 | $701,507 | $900,002 | −$198,495 | −$827,986 … $430,996 | computed |
| 2014 | $727,508 | $857,502 | −$129,994 | −$755,985 … $495,996 | computed |
| 2015 | $852,008 | $857,502 | −$5,494 | −$691,985 … $680,996 | computed |
| 2016 | $695,007 | $857,502 | −$162,495 | −$770,986 … $445,996 | computed |
| 2017 | $728,008 | $782,502 | −$54,494 | −$655,984 … $546,997 | computed |
| 2018 | $777,508 | $762,501 | $15,006 | −$606,985 … $636,998 | computed |
| 2019 | $753,008 | $762,501 | −$9,494 | −$620,985 … $601,998 | computed |
| 2020 | $827,508 | $750,001 | $77,506 | −$555,985 … $710,998 | computed |
| 2021 | $1,195,007 | $3,750,002 | −$2,554,994 | −$5,270,986 … $160,997 | computed |
| 2022 | $1,088,006 | $53,375,001 | −$52,286,994 | −$54,835,987 … −$49,738,002 | computed; 1 open-ended liability value(s) counted at the lower bound (understates liabilities) |
| 2023 | $1,105,506 | $3,550,002 | −$2,444,496 | −$5,064,988 … $175,997 | 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.)+4.4%
Simple average of years+6.7%
Years estimated9
Best / worst single year2021 +63%
2019 -22%
2019 -22%
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +5.5% to +4.0%. 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 | $701,507 | $719,507 | $64,454 | $0 | $0 | +11.8% | +11.0% … +14.0% | -87% … +110% | 100% | counted |
| 2014→2015 | $189,004 | $388,504 | $2,452 | $24,002 | $0 | +94.2% | +86.7% … +115.7% | -60% … +249% | 26% | excluded; not eligible: traced coverage 26% < 60% |
| 2015→2016 | $677,007 | $520,006 | $26,203 | $0 | $0 | -19.3% | -19.7% … -18.2% | -104% … +65% | 79% | counted |
| 2016→2017 | $612,006 | $604,006 | $54,352 | $0 | $0 | +7.6% | +7.6% … +7.6% | -89% … +104% | 88% | counted |
| 2017→2018 | $712,007 | $761,506 | $54,953 | $0 | $8,000 | +15.8% | +10.5% … +17.8% | -84% … +116% | 98% | counted |
| 2018→2019 | $704,506 | $529,506 | $21,852 | $0 | $0 | -21.7% | -23.6% … -21.1% | -106% … +62% | 91% | counted |
| 2019→2020 | $712,506 | $712,006 | $31,852 | $0 | $0 | +4.4% | +4.2% … +4.5% | -92% … +100% | 95% | counted |
| 2020→2021 | $679,506 | $1,079,506 | $30,102 | $0 | $0 | +63.3% | +54.7% … +86.8% | -47% … +173% | 82% | counted |
| 2021→2022 | $1,187,006 | $1,080,006 | $30,202 | $0 | $0 | -6.5% | -6.9% … -6.3% | -82% … +69% | 99% | counted |
| 2022→2023 | $1,064,005 | $1,089,505 | $30,202 | $0 | $0 | +5.2% | +5.1% … +5.6% | -72% … +83% | 98% | 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 | 10003958 | House amendment | 8/6/2014 | 14 | 0 | 10003958.pdff15c9902b63b76f158a919fa2752c4a1d916b3c8762506f971d1593025591f97 |
| 2014 | 10006353 | House annual | 5/14/2015 | 15 | 0 | 10006353.pdf6ec749f6acf2330c6b989e08f281cd2d0382c386336ab8288e59b0935f68f4bf |
| 2015 | 10011355 | House annual | 5/13/2016 | 15 | 0 | 10011355.pdf9ba733fb5575261f4073dbf48b44ddaf707473ce983c0c740de51ec44ea96978 |
| 2016 | 10016782 | House annual | 5/12/2017 | 15 | 0 | 10016782.pdf8c8b967d192eca6eff3fdc9fc55eec74dc2f363cde7c19014c619538879d13bc |
| 2017 | 10023085 | House annual | 5/15/2018 | 17 | 0 | 10023085.pdfd6af3b89b7f7cd79302a196a08dc6bdf4b7742a5e0e4a96028ee6e503ba1f39a |
| 2018 | 10026969 | House annual | 5/15/2019 | 16 | 0 | 10026969.pdf2f980f93df729f6a593a400fa598e484151ffbb41b209281971fcf35a936f236 |
| 2019 | 10054551 | House amendment | 5/16/2023 | 17 | 0 | 10054551.pdf1461c72c99083578ca33da25b870ee5e9fe8c6921c01cd416704fa13d99a4006 |
| 2020 | 10041742 | House amendment | 7/29/2021 | 16 | 0 | 10041742.pdf186da4be06ad3903f105f43c905957bb4bcc4eef6a078ef47b10708172d95a99 |
| 2021 | 10047769 | House annual | 5/16/2022 | 14 | 0 | 10047769.pdf40983b2d07e2e73b6c4febd7075dedf8c92ba25ebf1103273d6d55b726ea7278 |
| 2022 | 10061186 | House amendment | 5/14/2024 | 14 | 0 | 10061186.pdfe268b9505403af3f698a7b7a7898d5b7598b5693d161fe2af0e2d90b43aa3756 |
| 2023 | 10060043 | House annual | 5/15/2024 | 14 | 0 | 10060043.pdff13a9df3c04a790ed9ecfe3ee1611c6bccda01710795b8e775249918d68e5622 |
Largest movers 2020→2021
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Brattle Group Retirement Plan ⇒ Vanguard Target Retirement 2045 (VITVX) [MF] | SP | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Vanguard 529 College Savings Plan ⇒ Vanguard 529 College Savings Plan [5P] | DC | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Marsh & McLennan Companies, Inc. (MMC) [ST] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| GW & Wade Asset Managment ⇒ Franklin Utilities Class A [MF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| McHenry-McHenry partnership ⇒ Mortgage Held on 215 Robinson Road [DO] | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Alliance Bank and Trust [PS] | — | held | $1 - $1,000 | $1 - $1,000 | $0 | $0 |
| McHenry-Putman Partnership [RP] | — | held | $15,001 - $50,000; $15,001 - $50,000 | $15,001 - $50,000; $15,001 - $50,000 | $0 | $0 |
| Locust -Hwy 200 LLC [RP] | — | 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) |
|---|---|---|---|---|---|---|
| Congressional FCU Money Market Account [BA] | — | held | $50,001 - $100,000 | $1 - $1,000 | $0 | $0 |
| Brattle Group Retirement Plan ⇒ Vanguard Total Bond Market Index Investor Shares (VBMFX) [ | SP | held | $15,001 - $50,000 | None | $0 | $0 |
| Brattle Group Retirement Plan ⇒ Vanguard Target Retirement 2045 (VITVX) [MF] | SP | held | $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
| Marsh & McLennan Companies, Inc. (MMC) [ST] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| GW & Wade Asset Managment ⇒ Franklin Utilities Class A [MF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Vanguard 529 College Savings Plan ⇒ Vanguard 529 College Savings Plan [5P] | DC | held | $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
| McHenry-McHenry partnership ⇒ Mortgage Held on 215 Robinson Road [DO] | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Alliance Bank and Trust [PS] | — | held | $1 - $1,000 | $1 - $1,000 | $0 | $0 |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| McHenry-Putman Partnership [RP] | — | held | $15,001 - $50,000; $15,001 - $50,000 | $15,001 - $50,000; $50,001 - $100,000 | $0 | $0 |
| Congressional FCU checking [BA] | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Congressional FCU Money Market Account [BA] | — | held | $1 - $1,000 | $1,001 - $15,000 | $0 | $0 |
| Brattle Group Retirement Plan ⇒ Vanguard Target Retirement 2045 (VITVX) [MF] | SP | held | $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
| Marsh & McLennan Companies, Inc. (MMC) [ST] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Vanguard 529 College Savings Plan ⇒ Vanguard 529 College Savings Plan [5P] | DC | held | $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
| McHenry-McHenry partnership ⇒ Mortgage Held on 215 Robinson Road [DO] | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Alliance Bank and Trust [PS] | — | held | $1 - $1,000 | $1 - $1,000 | $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).