Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Thomas J. Rooney (R-FL)
House · Republican (most recent term) · FL-17 · in Congress 2009–2019 · Bioguide ID R000583
Party history: R 2009–2019. 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 2009 | 2013 | $42,023,110 | $110,609,554 | $179,195,997 |
| (b) Latest net worth estimate | 2017 | $54,844,237 | $106,552,118 | $158,259,999 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2017 (4 years spanned) | 2013–2017 | −$124,351,760 | −$4,057,436 | +$116,236,889 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): 2017: 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket. 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 | $111,134,555 | $525,002 | $110,609,554 | $42,023,110 … $179,195,997 | computed |
| 2014 | $111,161,056 | $175,000 | $110,986,056 | $42,367,113 … $179,604,999 | computed; 3 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2015 | $104,347,590 | $175,000 | $104,172,590 | $55,487,180 … $152,857,999 | computed |
| 2016 | $107,352,626 | $175,000 | $107,177,626 | $55,130,253 … $159,224,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2017 | $106,727,118 | $175,000 | $106,552,118 | $54,844,237 … $158,259,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
- 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.)+6.3%
Simple average of years+7.0%
Years estimated3
Best / worst single year2016 +18%
2014 -10%
2014 -10%
Reliability flags: few years (3); avg traced coverage 74%; 5 unparsed value(s).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +3.0% to +7.4%. 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 | $72,929,539 | $68,579,037 | $37,004 | $4,764,007 | $1,621,505 | -10.2% | -11.1% … -10.0% | -134% … +113% | 66% | counted |
| 2014→2015 | $19,786,010 | $21,974,032 | $54,714 | $1,982,040 | $962,505 | +6.2% | +4.8% … +12.3% | -134% … +146% | 18% | excluded; not eligible: traced coverage 18% < 60%; many new/exited positions |
| 2015→2016 | $73,747,050 | $84,730,560 | $4,299,190 | $2,833,021 | $871,504 | +18.1% | +13.9% … +19.6% | -88% … +124% | 71% | counted; many new/exited positions |
| 2016→2017 | $92,222,601 | $95,428,591 | $7,353,966 | $2,982,036 | $4,645,533 | +13.3% | +7.9% … +15.2% | -94% … +120% | 86% | 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 | 10004978 | House amendment | 3/17/2015 | 124 | 0 | 10004978.pdf9297f3d44268b9bc25d14820368fd418e749dea08942e9ee75f7397096d3d435 |
| 2014 | 10008658 | House amendment | 9/29/2015 | 138 | 3 | 10008658.pdff0c250826436b5326884915fe6cf425622b6a25e85585ecf8583301a9c94e01b |
| 2015 | 10010603 | House annual | 8/14/2016 | 259 | 0 | 10010603.pdf08b899b2d9bcbaf9af7b245105edd38d1c43730d17103f3e2973999fba0793db |
| 2016 | 10016641 | House annual | 8/8/2017 | 274 | 1 | 10016641.pdf0aa5a72dff51a4efa64d1697551420c1fbd075c00ce7296d03e066bcf602f434 |
| 2017 | 10021225 | House annual | 8/8/2018 | 298 | 1 | 10021225.pdf8c1c6da191ad6c5ee5ddefa57a155007770c3a1f00b80edc533a5f575b3407de |
Largest movers 2013→2014
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Patrick Rooney Sr 2011 Delaware Trust ⇒ Eaton Vance Floating Rate - I | — | held | $1,000,001 - $5,000,000 | None | $0 | $0 |
| Patrick Rooney Sr 2011 Delaware Trust ⇒ Doubleline Total Ret Bd - I | — | held | $1,000,001 - $5,000,000 | None | $0 | $0 |
| Patrick Rooney Sr 2011 Delaware Trust ⇒ IShares MSCI EAFE Index Fund | — | new | — | $1,000,001 - $5,000,000 | $375,000 | $0 |
| Patrick Rooney Sr 2011 Delaware Trust ⇒ Oakmark International Fd - I | — | held | $1,000,001 - $5,000,000 | $500,001 - $1,000,000 | $0 | $0 |
| Patrick Rooney Sr 2011 Delaware Trust ⇒ Mathews Pacific Tiger FD - I | — | held | $1,000,001 - $5,000,000 | $500,001 - $1,000,000 | $0 | $0 |
| Patrick Rooney Sr 2011 Delaware Trust ⇒ JPM Large Cap Growth Fd - Sel | — | held | $1,000,001 - $5,000,000 | $500,001 - $1,000,000 | $0 | $0 |
| Patrick Rooney Sr 2011 Delaware Trust ⇒ JPM Global Res Enh Index Fd - Sel | — | held | $500,001 - $1,000,000 | $1,000,001 - $5,000,000 | $0 | $0 |
| Patrick Rooney Sr 2011 Delaware Trust ⇒ Och - Ziff OZDPII Private Investors | — | held | $15,001 - $50,000 | $1,000,001 - $5,000,000 | $750,000 | $0 |
Largest movers 2015→2016
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Patrick Rooney Sr 2015 Delaware Trust ⇒ JP Morgan US Large Cap Core Plus | — | new | — | $1,000,001 - $5,000,000 | $83,001 | $0 |
| Patrick Rooney Sr 2015 Delaware Trust ⇒ Beartown Partners Fund, LP | — | held | $500,001 - $1,000,000 | $1,000,001 - $5,000,000 | $0 | $0 |
| Patrick Rooney Sr 2015 Delaware Trust ⇒ Lyrical US Value Equity Fund | — | new | — | $500,001 - $1,000,000 | $75,000 | $0 |
| Patrick Rooney Sr 2015 Delaware Trust ⇒ SPDR S&P 500 Etf Tr Tr Unit | — | held | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 | $0 | $375,000 |
| Patrick Rooney Sr 2015 Delaware Trust ⇒ Homestead Small-Company Stock | — | held | $250,001 - $500,000 | $500,001 - $1,000,000 | $0 | $0 |
| Patrick Rooney Sr 2015 Delaware Trust ⇒ Oppenheimer Senior Floating Rate Fund | — | new | — | $500,001 - $1,000,000 | $375,000 | $0 |
| Patrick Rooney Sr 2015 Delaware Trust ⇒ Blackrock Capital Investment Corp | — | new | — | $250,001 - $500,000 | $107,501 | $0 |
| Patrick Rooney Sr 2015 Delaware Trust ⇒ Ares Capital Corporation - Closed End Fund (ARCC) | — | new | — | $250,001 - $500,000 | $115,502 | $0 |
Largest movers 2016→2017
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Patrick Rooney Sr 2015 Delaware Trust ⇒ John Hancock Disciplined Value [MF] | — | held | $500,001 - $1,000,000 | $1,000,001 - $5,000,000 | $75,000 | $0 |
| Patrick Rooney Sr 2015 Delaware Trust ⇒ Lyrical US Value Equity Fund [MF] | — | held | $500,001 - $1,000,000 | $1,000,001 - $5,000,000 | $175,000 | $0 |
| Patrick Rooney Sr 2015 Delaware Trust ⇒ Putnam Tax Free High Yield Fund [GS] | — | held | $500,001 - $1,000,000 | $100,001 - $250,000 | $75,000 | $0 |
| Patrick Rooney Sr 2015 Delaware Trust ⇒ Oppenheimer International [MF] | — | held | $100,001 - $250,000 | $500,001 - $1,000,000 | $0 | $0 |
| Patrick Rooney Sr 2015 Delaware Trust ⇒ SPDR S&P 500 Etf Tr Tr Unit [MF] | — | held | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 | $0 | $375,000 |
| Patrick Rooney Sr 2015 Delaware Trust ⇒ Homestead Small-Company Stock [MF] | — | held | $500,001 - $1,000,000 | $250,001 - $500,000 | $0 | $0 |
| Patrick Rooney Sr 2015 Delaware Trust ⇒ Fortress Transportation and Infrastructure Investo | — | held | $250,001 - $500,000 | $500,001 - $1,000,000 | $250,001 | $250,001 |
| Patrick Rooney Sr 2015 Delaware Trust ⇒ Oppenheimer Senior Floating Rate Fund [MF] | — | held | $500,001 - $1,000,000 | None | $0 | $375,000 |
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).