Rep. Jerry McNerney (D-CA)
House · Democrat (most recent term) · CA-9 · in Congress 2007–2023 · Bioguide ID M001166
Party history: D 2007–2023. 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 at the earliest available report (2013); the member entered office earlier, in 2007 | 2013 | $1,004 | $384,002 | $766,999 |
| (b) Latest net worth estimate | 2021 | −$982,997 | −$701,499 | −$420,001 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2021 (8 years spanned) | 2013–2021 | −$1,749,996 | −$1,085,500 | −$421,005 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): no computable net worth for year(s) inside the span: 2014. Not in the recommended dollar-gain ranking (shown only in the full list).
Net worth by report year (mid; Low–High)
| Report year | Assets (mid) | Liabilities (mid) | Net worth mid | Low … High | Status / flags |
|---|---|---|---|---|---|
| 2013 | $759,002 | $375,000 | $384,002 | $1,004 … $766,999 | computed |
| 2015 | $759,002 | $375,000 | $384,002 | $1,004 … $766,999 | computed |
| 2016 | $766,502 | $375,000 | $391,502 | $2,004 … $780,999 | computed |
| 2017 | $766,502 | $375,000 | $391,502 | $2,004 … $780,999 | computed |
| 2018 | $183,502 | $825,001 | −$641,500 | −$998,997 … −$284,002 | computed |
| 2019 | $24,002 | $825,001 | −$801,000 | −$1,096,997 … −$505,002 | computed |
| 2020 | $24,002 | $750,000 | −$725,999 | −$996,997 … −$455,001 | computed |
| 2021 | $48,502 | $750,000 | −$701,499 | −$982,997 … −$420,001 | 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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2015→2016 | $500 | $500 | $100 | $0 | $0 | +20.1% | +20.0% … +100.0% | -199% … +240% | 0% | excluded; not eligible: traced prior-year value below $50,000 |
| 2016→2017 | $8,501 | $8,501 | $201 | $0 | $0 | +2.4% | +0.2% … +2.5% | -176% … +181% | 1% | excluded; not eligible: traced prior-year value below $50,000 |
| 2017→2018 | $8,501 | $175,501 | $201 | $0 | $0 | +1966.8% | +1471.2% … +9880.4% | +988% … +2946% | 1% | excluded; not eligible: traced prior-year value below $50,000 |
| 2018→2019 | $500 | $8,000 | $100 | $0 | $0 | +1518.6% | +1420.0% … +100100.0% | +0% … +3037% | 0% | excluded; not eligible: traced prior-year value below $50,000 |
| 2019→2020 | $24,002 | $24,002 | $302 | $0 | $0 | +1.3% | +0.1% … +1.3% | -175% … +177% | 100% | excluded; not eligible: traced prior-year value below $50,000 |
| 2020→2021 | $16,001 | $16,001 | $201 | $0 | $0 | +1.3% | +0.1% … +1.3% | -175% … +177% | 67% | excluded; not eligible: traced prior-year value below $50,000 |
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 | 10008083 | House amendment | 6/16/2015 | 4 | 0 | 10008083.pdf6f544411e034bda8f121db4ab162cad664857187a26092a81e54fdc29ddc664e |
| 2015 | 10013009 | House amendment | 6/9/2016 | 4 | 0 | 10013009.pdfdac77e3fe3c3f125a727d1803fc6daf415a6f61eb26abf231d9d14696a6db648 |
| 2016 | 10017350 | House annual | 5/25/2017 | 4 | 0 | 10017350.pdfd650ff428b4896a8c693acc4d079150b3fd158d5126084cd8e2e709c1e96d227 |
| 2017 | 10022447 | House annual | 5/15/2018 | 4 | 0 | 10022447.pdf88c53c35752dea979632a4578f79332ba777b131838a94579fd1a1faa3de4f68 |
| 2018 | 10027243 | House annual | 5/14/2019 | 3 | 0 | 10027243.pdf24ad2f9ba831a6a7ac4c6090f4de5a93830ae2878ee2060cd84103490d2f3166 |
| 2019 | 10038377 | House annual | 8/12/2020 | 3 | 0 | 10038377.pdf66fc85f3f3eb030a901d05ba8551b116bf3b14ad292b9a7b130aad827dc3a9b6 |
| 2020 | 10042806 | House annual | 8/10/2021 | 3 | 0 | 10042806.pdf6c1e7b50aec7e7e0d18ff6d5ecc09e7b9b2ce2cc6826b39e426589329f4edee8 |
| 2021 | 10048604 | House annual | 5/13/2022 | 3 | 0 | 10048604.pdf5c4e75bb576451bad1a978c027c52c627446e01c0d0c201249b07f5285045736 |
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).