Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Ed Perlmutter (D-CO)
House · Democrat (most recent term) · CO-7 · in Congress 2007–2023 · Bioguide ID P000593
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 | −$597,979 | −$67,490 | $462,998 |
| (b) Latest net worth estimate | 2021 | −$158,958 | $430,020 | $1,018,999 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2021 (8 years spanned) | 2013–2021 | −$621,956 | +$497,511 | +$1,616,978 |
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 | $682,510 | $750,001 | −$67,490 | −$597,979 … $462,998 | computed |
| 2014 | $623,509 | $375,000 | $248,508 | −$134,982 … $631,999 | computed |
| 2015 | $382,007 | $375,000 | $7,006 | −$300,986 … $314,999 | computed |
| 2016 | $382,016 | $375,000 | $7,016 | −$378,967 … $392,999 | computed |
| 2017 | $381,516 | $375,000 | $6,516 | −$378,968 … $391,999 | computed |
| 2018 | $437,522 | $375,000 | $62,521 | −$382,957 … $507,999 | computed |
| 2019 | $843,524 | $375,000 | $468,524 | −$164,952 … $1,101,999 | computed |
| 2020 | $829,523 | $375,000 | $454,522 | −$155,954 … $1,064,999 | computed |
| 2021 | $805,021 | $375,000 | $430,020 | −$158,958 … $1,018,999 | 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.)-12.0%
Simple average of years-9.0%
Years estimated8
Best / worst single year2019 +23%
2016 -49%
2016 -49%
Reliability flags: 3/8 years trading-dominated.
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): -8.6% to -12.3%. 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 | $558,508 | $575,008 | $10,902 | $0 | $32,500 | +10.7% | +9.9% … +11.1% | -74% … +96% | 82% | counted |
| 2014→2015 | $623,008 | $382,007 | $21,104 | $0 | $16,001 | -32.7% | -42.1% … -28.8% | -108% … +42% | 100% | counted |
| 2015→2016 | $382,007 | $294,011 | $19,710 | $120,506 | $0 | -49.4% | -52.7% … -48.3% | -173% … +74% | 100% | counted; many new/exited positions |
| 2016→2017 | $332,514 | $300,512 | $17,062 | $8,000 | $0 | -6.9% | -8.7% … +2.8% | -141% … +127% | 87% | counted |
| 2017→2018 | $365,515 | $333,515 | $7,964 | $56,004 | $24,002 | -15.3% | -15.7% … -13.3% | -166% … +135% | 96% | counted |
| 2018→2019 | $437,021 | $771,021 | $9,270 | $398,004 | $156,002 | +23.2% | +16.6% … +65.9% | -217% … +263% | 100% | counted; high turnover (buys+sells > 100% of opening value) |
| 2019→2020 | $835,524 | $757,018 | $9,773 | $168,010 | $184,012 | -6.3% | -8.3% … +1.8% | -154% … +142% | 99% | counted; many new/exited positions |
| 2020→2021 | $707,518 | $708,514 | $18,762 | $112,506 | $128,008 | +5.0% | +4.3% … +7.4% | -135% … +145% | 85% | 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 | 10001476 | House annual | 8/4/2014 | 24 | 0 | 10001476.pdfbbbc678cfe4d23bfba2dc2d2a6849f0852f5638a200c9b8f270788b54bcd714e |
| 2014 | 10005716 | House annual | 8/10/2015 | 18 | 0 | 10005716.pdfa2c61405821e026a2a16fa3a8dacf5a70a84924ac3a04d8de9775d4336a55fdb |
| 2015 | 10014101 | House amendment | 10/3/2016 | 18 | 0 | 10014101.pdff0fa2044cb7f6d6ddcac720cce85fdc78d48fa117e282e4f880102122a988eb7 |
| 2016 | 10016283 | House annual | 8/11/2017 | 37 | 0 | 10016283.pdf5090ac36f96ad4a847a148cbb2c7b387db696d69d620aa9241935c6d12ba2ea5 |
| 2017 | 10022009 | House annual | 8/13/2018 | 38 | 0 | 10022009.pdf03f0088a5fda712efe8b229bc699bd46b9226c0ce40171b9ea2efbbe862c5405 |
| 2018 | 10026591 | House annual | 8/13/2019 | 48 | 0 | 10026591.pdfb7150ce7fa8df97a7fd5dad2bef23cf31cd8393285fdfe3e21e701da690bfd82 |
| 2019 | 10037784 | House annual | 8/12/2020 | 56 | 0 | 10037784.pdfa70c996c937ed795cf05d1514bdc998e209f11d8a2513ca4b2a8d8b123cdf92c |
| 2020 | 10042213 | House annual | 8/6/2021 | 76 | 0 | 10042213.pdfa1bda31fc05df3c49eb651d02649c17bc79f522324ea3df431a7c46f526a1221 |
| 2021 | 10048064 | House annual | 8/9/2022 | 47 | 0 | 10048064.pdf6041727c6b0bb6600dc340f74c1bd9b8f28cb56ccadc14a25c21197d806c49c7 |
Largest movers 2018→2019
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Stanley Black & Decker, Inc. (SWK) [ST] | — | new | — | $100,001 - $250,000 | $175,000 | $75,000 |
| U.S. Bancorp (USB) [ST] | — | new | — | $100,001 - $250,000 | $175,000 | $65,001 |
| Walgreens Boots alliance, Inc. (WBa) [ST] | SP | held | $1,001 - $15,000 | None | $0 | $0 |
| SPDR Series Trust SPDR Portfolio S&P 500 Value ETF (SPYV) [ST] | SP | new | — | $1,001 - $15,000 | $8,000 | $8,000 |
| Individual Retirement account ⇒ SPDR Series Trust S&P 500 [EF] | SP | held | $1,001 - $15,000 | None | $0 | $0 |
| Vanguard Financials ETF [EF] | SP | held | $1,001 - $15,000 | None | $0 | $0 |
| SPDR Series Trust S&P [EF] | SP | held | $1,001 - $15,000 | None | $0 | $0 |
| alphabet Inc. - Class C Capital Stock (GOOG) [ST] | SP | held | $1,001 - $15,000 | None | $0 | $0 |
Largest movers 2019→2020
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Wells Fargo Money Market Savings [Ba] | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Invesco QQQ Trust, Series 1 (QQQ) [ST] | SP | held | $1,001 - $15,000 | None; $1,001 - $15,000 | $24,002 | $40,002 |
| Vanguard REIT [MF] | SP | held | $1,001 - $15,000 | None | $0 | $0 |
| Deep Value ETF [EF] | SP | held | $1,001 - $15,000 | None | $0 | $0 |
| Invesco ETF SR LN [EF] | SP | held | $1,001 - $15,000 | None | $0 | $0 |
| Invesco S&P Pure Value [EF] | SP | held | $1,001 - $15,000 | None | $0 | $0 |
| Individual Retirement account ⇒ Invesco QQQ Trust, Series 1 (QQQ) [EF] | SP | held | $1,001 - $15,000 | None | $0 | $0 |
| alphabet Inc. - Class a (GOOGL) [ST] | SP | held | $1,001 - $15,000 | None | $0 | $0 |
Largest movers 2020→2021
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| SPDR DoubleLine Total Return Tactical ETF (TOTL) [EF] | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $8,000 | $0 |
| SPDR S&P Dividend ETF (SDY) [EF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $8,000 | $0 |
| Invesco KBW Bank ETF (KBWB) [ST] | SP | held | $1,001 - $15,000 | None | $8,000 | $8,000 |
| Vanguard Real Estate ETF (VNQ) [ST] | SP | new | — | $1,001 - $15,000 | $16,001 | $0 |
| Costco Wholesale Corporation (COST) [ST] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $8,000 |
| PIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund (BOND) [EF] | SP | held | $1,001 - $15,000 | $15,001 - $50,000 | $32,500 | $16,001 |
| Vanguard Mid-Cap ETF (VO) [EF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $8,000 | $16,001 |
| iShares S&P Global Clean Energy Index Fund (ICLN) [EF] | SP | held | $1,001 - $15,000 | $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).