Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Haley M. Stevens (D-MI)
House · Democrat (most recent term) · MI-11 · in Congress 2019–present · Bioguide ID S001215
Party history: D 2019–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 2018) | 2018 | $44,018 | $178,009 | $312,000 |
| (b) Latest net worth estimate | 2025 | −$613,987 | −$243,495 | $126,997 |
| (c) Estimated gain / loss, nominal dollars, 2018 → 2025 (7 years spanned) | 2018–2025 | −$925,987 | −$421,504 | +$82,979 |
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 |
|---|---|---|---|---|---|
| 2018 | $178,009 | $0 | $178,009 | $44,018 … $312,000 | computed |
| 2019 | $181,512 | $0 | $181,512 | $44,025 … $319,000 | computed |
| 2020 | $303,509 | $0 | $303,509 | $133,018 … $474,000 | computed |
| 2021 | $237,008 | $750,000 | −$512,993 | −$904,985 … −$121,001 | computed |
| 2022 | $345,506 | $375,000 | −$29,494 | −$320,987 … $261,999 | computed |
| 2023 | $272,006 | $407,501 | −$135,494 | −$412,987 … $141,998 | computed |
| 2024 | $306,506 | $407,501 | −$100,995 | −$378,988 … $176,998 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2025 | $339,006 | $582,502 | −$243,495 | −$613,987 … $126,997 | 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.)+8.8%
Simple average of years+11.8%
Years estimated4
Best / worst single year2022 +47%
2021 -24%
2021 -24%
Reliability flags: few years (4); 1 unparsed value(s).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +16.7% to +6.4%. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2018→2019 | $41,004 | $11,004 | $100 | $0 | $40,002 | +24.6% | +20.1% … +24.9% | -173% … +222% | 23% | excluded; not eligible: traced prior-year value below $50,000 |
| 2019→2020 | $43,006 | $114,003 | $402 | $0 | $0 | +166.0% | +124.4% … +838.1% | -79% … +411% | 24% | excluded; not eligible: traced prior-year value below $50,000 |
| 2020→2021 | $205,004 | $162,504 | $402 | $8,000 | $0 | -24.4% | -36.4% … -20.6% | -128% … +79% | 68% | counted |
| 2021→2022 | $236,006 | $345,506 | $502 | $0 | $0 | +46.6% | +36.1% … +88.4% | -84% … +177% | 100% | counted |
| 2022→2023 | $98,002 | $24,502 | $302 | $0 | $0 | -74.7% | -93.3% … -69.1% | -151% … +2% | 28% | excluded; not eligible: traced coverage 28% < 60% |
| 2023→2024 | $197,006 | $231,005 | $1,002 | $16,001 | $16,001 | +17.8% | +11.7% … +39.3% | -109% … +144% | 72% | counted |
| 2024→2025 | $231,506 | $264,006 | $701 | $16,001 | $0 | +7.4% | +6.2% … +10.9% | -102% … +117% | 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 |
|---|---|---|---|---|---|---|
| 2018 | 10037866 | House amendment | 8/13/2020 | 18 | 0 | 10037866.pdfbc636832c2604ff9eff867d1fdf79b4307b6ded84fa19736dfb154718da023bf |
| 2019 | 10041837 | House amendment | 8/11/2021 | 26 | 0 | 10041837.pdf5661b631a425229159412098c36cb10ec1894ed6d94bb289b51235c5724e3ce4 |
| 2020 | 10040950 | House annual | 8/11/2021 | 29 | 0 | 10040950.pdf46e82edbc2ca52e18856a53e39ef2fdf37c6372bc3d723448b08818f1115802d |
| 2021 | 10048385 | House annual | 8/9/2022 | 15 | 0 | 10048385.pdf868971fac7ae2dc40cc1439c7047751403c5e1c2c0d525ff06ab2db013937ff5 |
| 2022 | 10053148 | House annual | 7/31/2023 | 13 | 0 | 10053148.pdf9a6faafa1bd9d0122c995dca99e49cd3e0bc0a2a53501853070efbc65cc23aaf |
| 2023 | 10071766 | House amendment | 8/13/2025 | 13 | 0 | 10071766.pdf17098cbfb4090e5c2d0069154fee700ea77c200b94af3447b647a532c3b2e2c3 |
| 2024 | 10067296 | House annual | 8/13/2025 | 14 | 1 | 10067296.pdf271083beaeb5e557da68f36d0bbb9c84bf96fb26189729a0be4a009b705688e4 |
| 2025 | 10075421 | House annual | 5/15/2026 | 13 | 0 | 10075421.pdf369d36586bc644e9edca7366f18b00d9f24ccb286fef57c4f3be40e9fd8f8783 |
Largest movers 2021→2022
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| ROTH IRA ⇒ Columbia Dividend Income I [MF] | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Haley Stevens IRA ⇒ Vanguard Dividend Appreciation Idx ETF [EF] | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| RJ Bank Deposit Program [BA] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Franklin Small Mid Cap Growth Adv [MF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| JPMorgan Liquid Assets Money Market Cap [MF] | — | held | $1 - $1,000 | $1 - $1,000 | $0 | $0 |
| Haley Stevens IRA ⇒ RJ Bank Deposit Program [BA] | — | held | $1 - $1,000 | $1 - $1,000 | $0 | $0 |
| ROTH IRA ⇒ JPMorgan Ultra- Short Inc ETF [EF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| PNC Bank Savings Account [BA] | — | 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) |
|---|---|---|---|---|---|---|
| ROTH IRA ⇒ Fidelity Advisor New Insights Fund: Class I (FINSX) [MF] | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $8,000 | $0 |
| Fundamental Investors, Class F-2 Shares (FINFX) [MF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $8,000 |
| ROTH IRA ⇒ Columbia Dividend Income Fund Class I (GSFTX) [MF] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $8,000 | $0 |
| JPMorgan Liquid Assets Money Market Fund Capital Shares (CJLXX) [MF] | — | held | $1 - $1,000 | None | $0 | $0 |
| Franklin Small -Mid Cap Growth Fund Advisor Class (FSGAX) [MF] | — | held | $1,001 - $15,000 | None | $0 | $8,000 |
| ROTH IRA ⇒ JPMorgan Ultra-Short Income ETF (JPST) [EF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| ROTH IRA ⇒ Vanguard Div Appreciation ETF (VIG) [EF] | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Haley Stevens IRA ⇒ RJ Bank Deposit Program [BA] | — | held | $1 - $1,000 | $1 - $1,000 | $0 | $0 |
Largest movers 2024→2025
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| JPMorgan Liquid Assets Money Market Fund Capital Shares (CJLXX) [MF] | — | held | None | $15,001 - $50,000 | $0 | $0 |
| ROTH IRA ⇒ Fidelity Advisor New Insights Fund: Class I (FINSX) [MF] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $8,000 | $0 |
| ROTH IRA ⇒ Columbia Dividend Income Fund Class I (GSFTX) [MF] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $8,000 | $0 |
| Fundamental Investors, Class F-2 Shares (FINFX) [MF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| ROTH IRA ⇒ JPMorgan Ultra-Short Income ETF (JPST) [EF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| ROTH IRA ⇒ Vanguard Div Appreciation ETF (VIG) [EF] | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Haley Stevens IRA ⇒ RJ Bank Deposit Program [BA] | — | held | $1 - $1,000 | $1 - $1,000 | $0 | $0 |
| Vanguard Div Appreciation ETF (VIG) [EF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $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).