Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Robert Menendez (D-NJ)
House · Democrat (most recent term) · NJ-8 · in Congress 2023–present · Bioguide ID M001226
Party history: D 2023–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 2022) | 2022 | −$769,931 | $65,034 | $899,999 |
| (b) Latest net worth estimate | 2025 | −$549,914 | $525,542 | $1,600,999 |
| (c) Estimated gain / loss, nominal dollars, 2022 → 2025 (3 years spanned) | 2022–2025 | −$1,449,913 | +$460,508 | +$2,370,930 |
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 |
|---|---|---|---|---|---|
| 2022 | $815,034 | $750,000 | $65,034 | −$769,931 … $899,999 | computed |
| 2023 | $931,036 | $750,000 | $181,036 | −$703,927 … $1,065,999 | computed |
| 2024 | $1,119,540 | $750,000 | $369,539 | −$606,921 … $1,345,999 | computed |
| 2025 | $1,275,543 | $750,000 | $525,542 | −$549,914 … $1,600,999 | 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.
Limited data – not ranked. Only 2 comparable year-pair(s) could be computed (minimum 3 to rank). 4 annual filing(s) were usable (text-readable, validated OCR, or validated X-mark decoding) and 0 scanned/image-only filing(s) could not be used (older layouts failing validation, small amendments not integrated). See the method-per-year section below.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2022→2023 | $289,015 | $338,015 | $1,904 | $89,002 | $113,004 | +25.9% | +22.8% … +54.1% | -188% … +240% | 35% | excluded; not eligible: traced coverage 35% < 60% |
| 2023→2024 | $907,035 | $1,055,536 | $8,308 | $232,014 | $152,010 | +8.5% | +4.5% … +29.1% | -171% … +188% | 97% | counted |
| 2024→2025 | $885,030 | $1,123,035 | $4,204 | $120,008 | $144,009 | +30.1% | +29.5% … +32.6% | -140% … +200% | 79% | 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 |
|---|---|---|---|---|---|---|
| 2022 | 10062561 | House amendment | 8/13/2024 | 70 | 0 | 10062561.pdf703236d1a457d29208db9c2709498bedb7cca45dc191dcc0d359245ea6d8c2cc |
| 2023 | 10060861 | House annual | 8/13/2024 | 75 | 0 | 10060861.pdff93eda4ff426ef0e01908d55902f48333966fe777c50c5662c292a3bd3407ccf |
| 2024 | 10070454 | House annual | 7/14/2025 | 80 | 0 | 10070454.pdf7ed1008625dc38ec947f8468eb9b54ab4f567e4c37ad6ef763c7ecc042d51d3f |
| 2025 | 10074390 | House annual | 7/13/2026 | 89 | 0 | 10074390.pdfc9489fa2e4362663ae8faeeedf5322e46e79b7ecb9de05e7e297a32fb0a1ea0f |
Largest movers 2023→2024
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Voya Financial - The Morning Consult LLC 401(K) ⇒ VOYA INDEX SOLUTION 2055 PORTFOLIO CL Z | SP | new | — | $15,001 - $50,000 | $192,012 | $0 |
| Chase Bank [BA] | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Charles Schwab - Brokerage #2 ⇒ Schwab Fundamental Emerging Markets Equity ETF (FNDE) [EF] | — | new | — | $15,001 - $50,000 | $8,000 | $16,001 |
| Charles Schwab - Brokerage #2 ⇒ Schwab Fundamental U.S. Large Company ETF (FNDX) [EF] | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $40,002 |
| Charles Schwab - Brokerage #2 ⇒ Schwab International Equity ETF (SCHF) [EF] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $8,000 |
| Charles Schwab - Brokerage #2 ⇒ Charles Schwab Cash [BA] | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Charles Schwab - Brokerage #2 ⇒ | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Goldman Sachs - IRA ⇒ Vanguard Total Stock Market ETF (VTI) [EF] | SP | 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) |
|---|---|---|---|---|---|---|
| Lowenstein Sandler - Vanguard - 401(K) ⇒ Vanguard Target Retirement 2050 Fund (VFIFX) [MF] | — | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Chase Bank [BA] | SP | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Voya Financial - The Morning Consult LLC 401(K) ⇒ VOYA INDEX SOLUTION 2055 PORTFOLIO CL Z | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Charles Schwab - Brokerage #2 ⇒ Charles Schwab Cash [BA] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Art.sy, Inc. [PS] | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Peek - 401(K) ⇒ | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Charles Schwab [BA] | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Charles Schwab - Brokerage #2 ⇒ Schwab Fundamental U.S. Large Company ETF (FNDX) [EF] | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $24,002 |
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).