Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. José E. Serrano (D-NY)
House · Democrat (most recent term) · NY-15 · in Congress 1990–2021 · Bioguide ID S000248
Party history: D 1990–2021. 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 1990 | 2013 | $50,001 | $75,000 | $100,000 |
| (b) Latest net worth estimate | 2019 | $50,001 | $75,000 | $100,000 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2019 (6 years spanned) | 2013–2019 | −$49,999 | +$0 | +$49,999 |
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 | $75,000 | $0 | $75,000 | $50,001 … $100,000 | computed |
| 2014 | $75,000 | $0 | $75,000 | $50,001 … $100,000 | computed |
| 2015 | $75,000 | $0 | $75,000 | $50,001 … $100,000 | computed |
| 2016 | $75,000 | $0 | $75,000 | $50,001 … $100,000 | computed |
| 2017 | $75,000 | $0 | $75,000 | $50,001 … $100,000 | computed |
| 2018 | $75,000 | $0 | $75,000 | $50,001 … $100,000 | computed |
| 2019 | $75,000 | $0 | $75,000 | $50,001 … $100,000 | 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.)+0.1%
Simple average of years+0.1%
Years estimated6
Best / worst single year2014 +0%
2014 +0%
2014 +0%
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +0.0% to +0.2%. 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 | $75,000 | $75,000 | $100 | $0 | $0 | +0.1% | +0.0% … +0.2% | -67% … +67% | 100% | counted |
| 2014→2015 | $75,000 | $75,000 | $100 | $0 | $0 | +0.1% | +0.0% … +0.2% | -67% … +67% | 100% | counted |
| 2015→2016 | $75,000 | $75,000 | $100 | $0 | $0 | +0.1% | +0.0% … +0.2% | -67% … +67% | 100% | counted |
| 2016→2017 | $75,000 | $75,000 | $100 | $0 | $0 | +0.1% | +0.0% … +0.2% | -67% … +67% | 100% | counted |
| 2017→2018 | $75,000 | $75,000 | $100 | $0 | $0 | +0.1% | +0.0% … +0.2% | -67% … +67% | 100% | counted |
| 2018→2019 | $75,000 | $75,000 | $100 | $0 | $0 | +0.1% | +0.0% … +0.2% | -67% … +67% | 100% | 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 | 10001112 | House annual | 5/14/2014 | 1 | 0 | 10001112.pdfa61e03b506537cbaf61089ef0a3b682be765d65aff0b75a6bf453c0e8d52485d |
| 2014 | 10006877 | House annual | 5/14/2015 | 1 | 0 | 10006877.pdf1c474ef6d36a425351b117402b0106c05aaa780fda814c6aa71e45301e324f46 |
| 2015 | 10013212 | House amendment | 6/22/2016 | 1 | 0 | 10013212.pdff8b4406e9c3796a3638c0f2ccf34aa7e32f8c01a0caf02140ae57433a3ce0b73 |
| 2016 | 10015956 | House annual | 5/3/2017 | 1 | 0 | 10015956.pdff8ee13d458935a9a0620c3f9ab629be957e837f8aece2da7a2a4a8d4589c2130 |
| 2017 | 10021374 | House annual | 5/2/2018 | 1 | 0 | 10021374.pdf72a3621e2838f55848a4fd79f4b241c5d1c9d2604705b9c2747bf0543478887f |
| 2018 | 10026224 | House annual | 5/10/2019 | 1 | 0 | 10026224.pdfc8a16b73460671a2924cef47599f87ef4b48976639c7e89941eab1914d2e60d9 |
| 2019 | 10036581 | House annual | 6/25/2020 | 1 | 0 | 10036581.pdf41499b73dc26ce66ad514d1e2aadd66e733020761882f009d441a59c117729ee |
Largest movers 2016→2017
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Wright Patman Congressional Federal Credit Union [BA] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
Largest movers 2017→2018
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Wright Patman Congressional Federal Credit Union [BA] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
Largest movers 2018→2019
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Wright Patman Congressional Federal Credit Union [BA] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $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).