Rep. David Schweikert (R-AZ)
House · Republican (most recent term) · AZ-1 · in Congress 2011–present · Bioguide ID S001183
Party history: R 2011–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 at the earliest available report (2017); the member entered office earlier, in 2011 | 2017 | $431,015 | $2,810,506 | $5,189,996 |
| (b) Latest net worth estimate | 2025 | −$385,988 | $147,004 | $679,996 |
| (c) Estimated gain / loss, nominal dollars, 2017 → 2025 (8 years spanned) | 2017–2025 | −$5,575,984 | −$2,663,502 | +$248,981 |
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 |
|---|---|---|---|---|---|
| 2017 | $3,350,508 | $540,002 | $2,810,506 | $431,015 … $5,189,996 | computed |
| 2018 | $695,506 | $527,502 | $168,004 | −$313,989 … $649,996 | computed |
| 2019 | $561,504 | $495,002 | $66,503 | −$336,991 … $469,997 | computed |
| 2020 | $561,504 | $857,502 | −$295,998 | −$821,991 … $229,996 | computed |
| 2021 | $569,505 | $407,501 | $162,004 | −$220,990 … $544,998 | computed |
| 2022 | $636,505 | $582,502 | $54,004 | −$421,990 … $529,997 | computed |
| 2023 | $636,505 | $615,002 | $21,503 | −$471,990 … $514,996 | computed |
| 2024 | $703,505 | $615,002 | $88,503 | −$422,990 … $599,996 | computed |
| 2025 | $762,006 | $615,002 | $147,004 | −$385,988 … $679,996 | 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 -79%
Reliability flags: 1 year(s) driven by income/one position/range artefact.
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): -7.1% to -19.2%. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2017→2018 | $3,113,503 | $679,504 | $0 | $72,503 | $32,500 | -79.5% | -82.9% … -62.4% | -157% … -2% | 93% | counted; many new/exited positions; single position drives the result (range jump) |
| 2018→2019 | $679,504 | $545,504 | $0 | $48,003 | $0 | -26.8% | -29.7% … -19.8% | -107% … +53% | 98% | counted |
| 2019→2020 | $561,504 | $561,504 | $0 | $16,001 | $0 | -2.8% | -3.8% … -0.6% | -89% … +83% | 100% | counted |
| 2020→2021 | $561,504 | $561,504 | $0 | $32,500 | $32,500 | +0.0% | +0.0% … +0.0% | -89% … +89% | 100% | counted |
| 2021→2022 | $569,505 | $636,505 | $0 | $8,000 | $0 | +10.4% | +8.6% … +14.6% | -78% … +99% | 100% | counted |
| 2022→2023 | $423,502 | $423,502 | $0 | $0 | $0 | +0.0% | +0.0% … +0.0% | -74% … +74% | 67% | counted |
| 2023→2024 | $596,004 | $638,504 | $0 | $0 | $0 | +7.1% | +6.0% … +9.7% | -73% … +87% | 94% | counted |
| 2024→2025 | $440,002 | $632,502 | $0 | $16,001 | $0 | +40.1% | +36.7% … +47.5% | -49% … +129% | 63% | counted; many new/exited positions |
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 |
|---|---|---|---|---|---|---|
| 2017 | 10025002 | House amendment | 9/6/2019 | 16 | 0 | 10025002.pdf49d5cd3431d70eccbbaaeecb3a0f02d906343cca51fde0b3b761ef30a651ac3f |
| 2018 | 10027608 | House annual | 8/13/2019 | 11 | 0 | 10027608.pdf16cb13bbefbd4a5d456d979d4708268268c251dea89dddedb979c9816219c705 |
| 2019 | 10042645 | House amendment | 8/12/2021 | 11 | 0 | 10042645.pdf70fbd5f0a9515b0d848fe8068370c25ce91012d12388b09df8671064f0bdc7eb |
| 2020 | 10042643 | House annual | 8/12/2021 | 11 | 0 | 10042643.pdfad818108d82a16295408d73996a1d2c3cd441ef0c8037add008e6de8c4aa4033 |
| 2021 | 10055593 | House amendment | 8/12/2023 | 12 | 0 | 10055593.pdf9ad0162d8ea3c60580fe5f790b225347d7ed2a817bcb2bbef11a23ba7aa9dbb1 |
| 2022 | 10053208 | House annual | 8/12/2023 | 12 | 0 | 10053208.pdfc82abb1e17f519476b60eeaeb89206e61a1376864566cb6b1a5e216be1025f95 |
| 2023 | 10060213 | House annual | 8/13/2024 | 10 | 0 | 10060213.pdfd39b4eb80e8e9a49cb42ecb76527ea170e8fd014cff20a0214e9290ffbe28d68 |
| 2024 | 10068131 | House annual | 8/13/2025 | 10 | 0 | 10068131.pdfa376d4df7083952f782f29f909b3f01ffb056688e13850139262a4b4b78e9724 |
| 2025 | 10077931 | House annual | 8/13/2026 | 12 | 0 | 10077931.pdf09f22f4925c30e447ae24d6ec75c00c97184cd03e978a31ac027c45dc0c48b1c |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| ROTH IRA ⇒ Fidelity Trend Fund (FTRNX) [MF] | DC | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| INSURANCE ⇒ SFT CORE BOND C2 [MF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| SESC - 401(K) ⇒ BlackRock LifePath Index 2030 [MF] | SP | held | $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
| INSURANCE ⇒ SFT INDEX 500 C2 [MF] | SP | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
Largest movers 2023→2024
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| 457(B) PLAN ⇒ PTNM R6 [MF] | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| ROTH IRA ⇒ Fidelity Trend Fund (FTRNX) [MF] | DC | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| 457(B) PLAN ⇒ BARON GR INST [MF] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
| IRA ⇒ Putnam Large Cap Growth Class A (POGAX) [MF] | SP | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| INSURANCE ⇒ SFT CORE BOND C2 [MF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| SESC - 401(K) ⇒ BlackRock LifePath Index 2030 [MF] | SP | held | $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
| IRA ⇒ Putnam Large Cap Value Fund Class Y (PEIYX) [MF] | SP | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| INSURANCE ⇒ SFT INDEX 500 C2 [MF] | SP | held | $15,001 - $50,000 | $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) |
|---|---|---|---|---|---|---|
| 457(B) PLAN ⇒ Putnam Large Cap Value Fund Class R6 (PEQSX) [MF] | — | new | — | $50,001 - $100,000 | $8,000 | $0 |
| 457(B) PLAN ⇒ Baron Growth Fund Inst Shs (BGRIX) [MF] | — | new | — | $50,001 - $100,000 | $8,000 | $0 |
| INSURANCE ⇒ Macquarie Growth and Income Fund A (FGINX) [MF] | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| SESC - 401(K) ⇒ BlackRock LifePath Index 2030 [MF] | SP | held | $250,001 - $500,000 | $250,001 - $500,000 | $0 | $0 |
| INSURANCE ⇒ SFT INDEX 500 C2 [MF] | SP | held | $15,001 - $50,000 | $15,001 - $50,000 | $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).