Rep. Niki Tsongas (D-MA)
House · Democrat (most recent term) · MA-3 · in Congress 2007–2019 · Bioguide ID T000465
Party history: D 2007–2019. 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 2007 | 2013 | $869,047 | $4,464,522 | $8,059,997 |
| (b) Latest net worth estimate | 2017 | $1,277,051 | $4,241,024 | $7,204,998 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2017 (4 years spanned) | 2013–2017 | −$6,782,946 | −$223,498 | +$6,335,951 |
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 | $5,764,524 | $1,300,002 | $4,464,522 | $869,047 … $8,059,997 | computed |
| 2014 | $4,896,523 | $1,300,002 | $3,596,522 | $298,046 … $6,894,997 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2015 | $4,664,522 | $407,501 | $4,257,021 | $1,369,044 … $7,144,998 | computed |
| 2016 | $4,638,023 | $450,001 | $4,188,022 | $1,286,046 … $7,089,998 | computed |
| 2017 | $4,691,026 | $450,001 | $4,241,024 | $1,277,051 … $7,204,998 | 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.
2014 -18%
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): -9.0% to -4.4%. 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 | $5,236,016 | $4,221,514 | $53,563 | $8,000 | $16,001 | -18.2% | -26.6% … -15.8% | -124% … +87% | 91% | counted |
| 2014→2015 | $4,716,020 | $4,541,020 | $68,567 | $65,001 | $8,000 | -3.5% | -5.0% … -3.1% | -121% … +114% | 98% | counted |
| 2015→2016 | $4,481,521 | $4,414,521 | $66,019 | $83,001 | $40,501 | -1.0% | -2.9% … -0.5% | -121% … +120% | 96% | counted |
| 2016→2017 | $4,630,022 | $4,667,024 | $62,866 | $227,005 | $243,006 | +2.5% | +1.1% … +2.9% | -124% … +129% | 100% | 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 |
|---|---|---|---|---|---|---|
| 2013 | 10007103 | House amendment | 5/15/2015 | 56 | 0 | 10007103.pdf69379fe2a4c27cc4d05cc6fa8641e14154d6b483218d36e13d5acfd5d25d6b82 |
| 2014 | 10011130 | House amendment | 5/17/2016 | 52 | 1 | 10011130.pdf47594142ea9c189d17eee8a2481ab533ff36d2d19765e51a4728644ecd1e5348 |
| 2015 | 10011046 | House annual | 5/11/2016 | 46 | 0 | 10011046.pdf7c4825dfaad8336eb1690437577aea57a924e37f229520dde7c7b939f4ab7371 |
| 2016 | 10016109 | House annual | 5/12/2017 | 47 | 0 | 10016109.pdf5c25e17e5c35a2e3a2dd475026b175988d619e01713762b6d4f13a19665ea12e |
| 2017 | 10021062 | House annual | 5/15/2018 | 53 | 0 | 10021062.pdfdb3b7a22c439de660d8b7760d4337d484fa4ab5e2bbd5cb607d91abbd5151944 |
Largest movers 2014→2015
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| JP MORGAN US LARGE CAP CORE PLUS FUND | — | held | $100,001 - $250,000 | $50,001 - $100,000 | $0 | $0 |
| AUBURN MASS GO MUN PURP LN BDS | — | held | $50,001 - $100,000 | None | $0 | $0 |
| GOLDMAN SACHS STRATEGIC INCOME FUND | — | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Bank of America | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| BOFA TAX-EXEMPT RESERVES | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| WISDOMTREE EMERGING MKTS SMALLCAP DIV FUND | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| ISHARES MSCI HONG KONG ETF | — | held | $1,001 - $15,000 | None | $0 | $0 |
| ISHARES INTERMEDIATE CR BD ETF | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
Largest movers 2015→2016
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| MASSACHUSETTS ST WTR POLLUNTN A WTR POLL BDS | — | held | $50,001 - $100,000 | None | $0 | $0 |
| Bank of America | — | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $32,500 |
| PRUDENTIAL SHORT-TERM CORPORATE BD FUND | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| ISHARES INTERMEDIATE CR BD ETF | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
| FALMOUTH MASS GO MUN PURP LN BDS | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
| GOLDMAN SACHS STRATEGIC INCOME FUND | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| ISHARES EMERGING MKTS INFRA ETF | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
Largest movers 2016→2017
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| COLUMBIA DIVIDEND INCOME FUND [MF] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $32,500 |
| WISDOMTREE EMERGING MKTS SMALLCAP DIV FUND [MF] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| GOLDMAN SACHS STRATEGIC INCOME FUND [MF] | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $8,000 |
| PRUDENTIAL SHORT-TERM CORPORATE BD FUND [MF] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $8,000 | $0 |
| COLUMBIA LARGE CAP GROWTH FUND [MF] | — | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $32,500 |
| VANGUARD REIT ETF [MF] | — | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $32,500 |
| JP MORGAN US LARGE CAP CORE PLUS FUND [MF] | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $8,000 |
| TEMPLETON GLOBAL BD FUND [MF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $8,000 |
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).