Rep. David Rouzer (R-NC)
House · Republican (most recent term) · NC-7 · in Congress 2015–present · Bioguide ID R000603
Party history: R 2015–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 2014) | 2014 | $76,028 | $552,513 | $1,028,998 |
| (b) Latest net worth estimate | 2025 | −$58,965 | $566,017 | $1,190,999 |
| (c) Estimated gain / loss, nominal dollars, 2014 → 2025 (11 years spanned) | 2014–2025 | −$1,087,963 | +$13,504 | +$1,114,971 |
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 |
|---|---|---|---|---|---|
| 2014 | $760,014 | $207,501 | $552,513 | $76,028 … $1,028,998 | computed |
| 2015 | $503,514 | $395,002 | $108,512 | −$317,972 … $534,997 | computed |
| 2016 | $495,516 | $395,002 | $100,514 | −$329,969 … $530,997 | computed |
| 2017 | $595,013 | $175,000 | $420,012 | $46,026 … $793,999 | computed |
| 2018 | $703,012 | $175,000 | $528,011 | $119,023 … $936,999 | computed |
| 2019 | $682,019 | $375,000 | $307,018 | −$231,962 … $845,999 | computed |
| 2020 | $768,019 | $375,000 | $393,018 | −$175,962 … $961,999 | computed |
| 2021 | $899,522 | $375,000 | $524,521 | −$107,957 … $1,156,999 | computed |
| 2022 | $826,520 | $375,000 | $451,520 | −$138,960 … $1,041,999 | computed |
| 2023 | $792,022 | $375,000 | $417,021 | −$158,957 … $992,999 | computed |
| 2024 | $923,521 | $375,000 | $548,520 | −$93,958 … $1,190,999 | computed |
| 2025 | $941,018 | $375,000 | $566,017 | −$58,965 … $1,190,999 | 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.
2018 -28%
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +1.1% 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2014→2015 | $377,012 | $486,512 | $0 | $0 | $0 | +29.0% | +22.8% … +52.2% | -92% … +150% | 50% | excluded; not eligible: traced coverage 50% < 60% |
| 2015→2016 | $495,013 | $486,514 | $100 | $8,000 | $16,001 | -0.1% | -4.5% … +1.4% | -106% … +105% | 98% | counted |
| 2016→2017 | $495,015 | $595,013 | $0 | $0 | $0 | +20.2% | +18.4% … +26.0% | -93% … +133% | 100% | counted |
| 2017→2018 | $587,012 | $129,009 | $600 | $40,002 | $332,004 | -28.2% | -28.6% … -27.0% | -125% … +69% | 99% | counted |
| 2018→2019 | $96,506 | $104,507 | $0 | $8,000 | $0 | +0.0% | +0.0% … +0.0% | -190% … +190% | 14% | excluded; not eligible: traced coverage 14% < 60% |
| 2019→2020 | $528,016 | $621,514 | $0 | $32,002 | $16,001 | +14.7% | +10.5% … +32.2% | -120% … +150% | 77% | counted |
| 2020→2021 | $727,518 | $826,518 | $0 | $40,002 | $56,502 | +15.9% | +13.4% … +25.0% | -114% … +146% | 95% | counted |
| 2021→2022 | $778,018 | $640,514 | $600 | $8,000 | $32,002 | -14.5% | -14.8% … -13.6% | -119% … +90% | 86% | counted |
| 2022→2023 | $516,510 | $495,513 | $0 | $88,006 | $0 | -21.1% | -21.4% … -20.2% | -147% … +105% | 62% | counted; many new/exited positions |
| 2023→2024 | $114,007 | $129,007 | $600 | $40,501 | $8,000 | -14.8% | -51.2% … -10.3% | -210% … +181% | 14% | excluded; not eligible: traced coverage 14% < 60% |
| 2024→2025 | $907,520 | $917,016 | $600 | $8,000 | $16,001 | +2.0% | +0.1% … +8.7% | -109% … +113% | 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 |
|---|---|---|---|---|---|---|
| 2014 | 10006737 | House amendment | 5/14/2015 | 28 | 0 | 10006737.pdf736282a19e2a602a1969c75974bf91aaa6d28d40502a6e85e8b33e20a3007ae3 |
| 2015 | 10012099 | House annual | 5/16/2016 | 28 | 0 | 10012099.pdfb3123fb80a8e72712d58c7482dee63e1e385f947f535700349a023a93488cc86 |
| 2016 | 10016857 | House annual | 5/15/2017 | 31 | 0 | 10016857.pdf2c348579c6167d7a8ea082766dfa251f54a5be1b68665986ca357060d9c05796 |
| 2017 | 10023998 | House amendment | 6/20/2018 | 31 | 0 | 10023998.pdf7e25e8d141d0b392b6085ebf338848e2ddf51b0df4758102cd6b9f5bd73efb78 |
| 2018 | 10026684 | House annual | 6/14/2019 | 37 | 0 | 10026684.pdf4fd6eb2c9bab2c119e3f951860b21394d08ae660bdd7adcafe8f95c94fa5ff60 |
| 2019 | 10037957 | House annual | 8/13/2020 | 42 | 0 | 10037957.pdff49eb1effd652cb83157dcdea916b9e4a6dbc42e3fbc7cb8d0cab4b307ce1c0a |
| 2020 | 10042659 | House annual | 8/13/2021 | 48 | 0 | 10042659.pdf4d21a9efe26ea40888b2a709375deeba9028246fcba84a5efbde6ffc25755468 |
| 2021 | 10054681 | House amendment | 5/15/2023 | 50 | 0 | 10054681.pdf5b07fe5c5c0ef04f6c1a7a21d79f1cf560aa98ca14d74b4aa84116846592cd09 |
| 2022 | 10053263 | House annual | 5/15/2023 | 48 | 0 | 10053263.pdf4a0424db27ed711f709e8e2f0af6121ad6061584981549472ce9fd7ae4a41bfa |
| 2023 | 10060621 | House annual | 8/6/2024 | 46 | 0 | 10060621.pdf4d72a5d78f5bdcc1fa1a171b75f97f6a8e63a9f66eb21d95a22213b444939bda |
| 2024 | 10068240 | House annual | 8/1/2025 | 45 | 0 | 10068240.pdfddaed5944b98a00a4e5e215d5e8a2c881a3e0992aae0bf81cff8480c779ea286 |
| 2025 | 10081433 | House annual | 8/6/2026 | 44 | 0 | 10081433.pdf973bdc81bdf476ca567d77bb500de05b10f9209488f7dfe0bf3ddc7f21dc571a |
Largest movers 2021→2022
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Wasatch Global Investors ⇒ Wasatch Ultra Growth Fund [MF] | — | exited | $50,001 - $100,000 | — | $0 | $24,002 |
| Avantax Investment Services ⇒ Bank Deposit Sweep Program [BA] | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Avantax Investment Services ⇒ BARON SMALL CAP FUND INSTL CLASS [MF] | — | held | $15,001 - $50,000 | None | $0 | $0 |
| Avantax Investment Services ⇒ BARON EMERGING MARKETS FUND INSTL [MF] | — | held | $15,001 - $50,000 | None | $0 | $0 |
| Avantax Investment Services ⇒ FIRST TR EXCHANGE TRADED FD II HEALTH [EF] | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Goldman Sachs Bank ⇒ Marcus Savings Account [BA] State of NC Defined Benefit Retirement Pl | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| TD WATERHOUSE CLEARING ⇒ Pinterest, Inc. Class A (PINS) [ST] | — | held | $1,001 - $15,000 | None | $0 | $0 |
| Avantax Investment Services ⇒ PIMCO ETF TR ACTIVE BD ETF [EF] | — | held | $1,001 - $15,000 | None | $0 | $0 |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Avantax Investment Services ⇒ T Rowe Price Blue Chip Growth Inc. [MF] | — | held | $100,001 - $250,000 | $50,001 - $100,000 | $0 | $0 |
| Avantax Investment Services ⇒ Bank Deposit Sweep Program [BA] | — | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Avantax Investment Services ⇒ PIMCO INC CL 12 [MF] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Avantax Investment Services ⇒ Eaton Vance Short Duration Strategic Income Fund [MF] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Avantax Investment Services ⇒ Pacer US Cash Cows 100 ETF (COWZ) [EF] | — | new | — | $15,001 - $50,000 | $24,002 | $0 |
| Avantax Investment Services ⇒ SPDR Series Trust SPDR S&P Oil & Gas Equipment & Services ET | — | new | — | $1,001 - $15,000 | $16,001 | $0 |
| Avantax Investment Services ⇒ Pacer US Small Cap Cash Cows 100 ETF (CALF) [EF] | — | new | — | $1,001 - $15,000 | $16,001 | $0 |
| Avantax Investment Services ⇒ FIDELTIY ADVISOR REAL ESTATE INC I [MF] | — | held | $1,001 - $15,000 | None | $0 | $0 |
Largest movers 2024→2025
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Charles Schwab & Company Inc. ⇒ PIMCO INC CL 12 [MF] | — | held | $15,001 - $50,000 | None | $0 | $0 |
| Charles Schwab & Company Inc. ⇒ VANGUARD SMALL CAP STOCK INDEX ADMIRAL [MF] | — | held | $15,001 - $50,000 | None | $0 | $0 |
| Interactive Brokers LLC ⇒ NVIDIA Corporation (NVDA) [ST] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Interactive Brokers LLC ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Charles Schwab & Company Inc. ⇒ First Trust Health Care AlphaDEX (FXH) [EF] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Charles Schwab & Company Inc. ⇒ Eaton Vance Tax-Managed Global Diversified Equity Income F | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Charles Schwab & Company Inc. ⇒ SPDR Gold Trust (GLD) [EF] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Charles Schwab & Company Inc. ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) [EF] | — | held | $1,001 - $15,000 | None | $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).