Sen. Tom Udall (D-NM)
House / Senate · Democrat (most recent term) · NM · in Congress 1999–2021 · Bioguide ID U000039
Party history by chamber: House D 1999–2009, Senate D 2009–2021. 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 1999 | 2013 | −$108,957 | $1,690,520 | $3,489,996 |
| (b) Latest net worth estimate | 2019 | $1,173,029 | $2,759,014 | $4,344,998 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2019 (6 years spanned) | 2013–2019 | −$2,316,967 | +$1,068,494 | +$4,453,955 |
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 | $3,190,522 | $1,500,002 | $1,690,520 | −$108,957 … $3,489,996 | computed |
| 2014 | $3,100,521 | $750,001 | $2,350,520 | $861,042 … $3,839,998 | computed |
| 2015 | $2,989,520 | $750,001 | $2,239,520 | $769,041 … $3,709,998 | computed |
| 2016 | $2,916,020 | $750,001 | $2,166,020 | $727,041 … $3,604,998 | computed |
| 2017 | $3,311,020 | $1,125,002 | $2,186,018 | $517,040 … $3,854,997 | computed |
| 2018 | $2,730,016 | $750,001 | $1,980,015 | $635,032 … $3,324,998 | computed |
| 2019 | $3,509,014 | $750,001 | $2,759,014 | $1,173,029 … $4,344,998 | 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.
2018 -3%
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +2.1% to +2.8%. 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 | $2,934,519 | $2,810,019 | $88,908 | $0 | $0 | -1.2% | -1.3% … -1.0% | -81% … +78% | 92% | counted |
| 2014→2015 | $2,952,519 | $2,916,519 | $101,708 | $0 | $0 | +2.2% | +0.5% … +3.0% | -79% … +84% | 95% | counted |
| 2015→2016 | $2,827,018 | $2,778,018 | $46,508 | $0 | $0 | -0.1% | -0.1% … -0.1% | -80% … +80% | 95% | counted |
| 2016→2017 | $2,810,518 | $3,195,518 | $67,605 | $0 | $0 | +16.1% | +15.3% … +18.1% | -70% … +102% | 96% | counted |
| 2017→2018 | $2,668,015 | $2,522,515 | $66,455 | $0 | $0 | -3.0% | -5.6% … -1.8% | -80% … +74% | 81% | counted |
| 2018→2019 | $1,428,506 | $1,704,006 | $1,750 | $0 | $0 | +19.4% | +18.6% … +21.3% | -64% … +103% | 52% | excluded; not eligible: traced coverage 52% < 60% |
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 | d75d13a1-7476-431d-88f6-e3d22889ee0c | Senate amendment | 05/14/2015 | 43 | 0 | Senate eFD reportb5d3465a7990f5724867bb3ced5657f0b7683060115c752dcbf3e495e2c0085f |
| 2014 | 282060c5-62e7-4ec4-bcf5-bbc355021a2c | Senate annual | 05/15/2015 | 42 | 0 | Senate eFD reportca1fc974070578124d2394b932f6798c60117b415f56aa77182462ae7ca218dc |
| 2015 | a728694c-dbd8-4ffb-88b4-9ab26aabf957 | Senate amendment | 05/15/2017 | 41 | 0 | Senate eFD reporta5e949aade6b3e318896f10db3abed2c6df606a3bdfdcd15409c9a5b38a4860e |
| 2016 | b56d4562-2534-427d-a5da-848fad0b8e97 | Senate annual | 05/15/2017 | 41 | 0 | Senate eFD reporteb3f948f11f2c0910aa8df1466689d38aca885d02f5e504748ec25f841e6400e |
| 2017 | 2e56e334-e227-47cf-9507-cc93e825fa53 | Senate annual | 05/15/2018 | 40 | 0 | Senate eFD report16f537d3399abaea71023e01a072234bafe9d1d6b62cb5b49c3ece4c3f3b4803 |
| 2018 | acef127b-77d8-412c-beeb-f0ba5a644165 | Senate annual | 04/30/2019 | 32 | 0 | Senate eFD report787249bfdb2ad9aa662a74a3b240209b238b79a0839bb16458ad8de8def57f04 |
| 2019 | 5073d81d-9203-4235-8163-7bfb119c1b16 | Senate annual | 08/07/2020 | 29 | 0 | Senate eFD report0df6f95991c34f15088b3cc7746cdc1cd62d8603085cffe5ebd42ff9538499f5 |
Largest movers 2015→2016
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| United States Senate Federal Credit Union (Washington, DC) Type: Checking, Savings | JT | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Jill Cooper SEP ⇒ NYVTX - Davis NY Venture A (NASDAQ) | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Thomas S. & Jill Cooper Udall Revocable Trust ⇒ FRHIX - Franklin High Yield Tax-Free Inc A | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Thomas S. & Jill Cooper Udall Revocable Trust ⇒ AGTHX - American Funds Growth Fund of Amer | JT | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
| Jill Cooper SEP ⇒ AWPAX - AllianceBern Intl Growth A (NASDAQ) | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Northwestern Mutual Paid Up Life Insurance Provider: Northwestern Mutual | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
| Thomas S. & Jill Cooper Udall Revocable Trust ⇒ Oppenheimer Main Street Core | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Thomas S. & Jill Cooper Udall Revocable Trust ⇒ ANWPX - American Funds New Perspective A ( | JT | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
Largest movers 2016→2017
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| NM Public Employees Retirement Association ⇒ VINIX-Vanguard Institutional Index I (NASDAQ) | — | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Thomas S. & Jill Cooper Udall Revocable Trust ⇒ ANWPX-American Funds New Perspective A (NA | JT | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Tom Udall IRA ⇒ CWGIX-American Funds Capital World G/I A (NASDAQ) | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Thomas S. & Jill Cooper Udall Revocable Trust ⇒ PGNAX-Prudential Jennison Natural Resource | JT | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Thomas S. & Jill Cooper Udall Revocable Trust ⇒ GE-General Electric Company (NYSE) | JT | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Jill Cooper SEP ⇒ AEPGX-American Funds EuroPacific Gr A (NASDAQ) | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Thomas S. & Jill Cooper Udall Revocable Trust ⇒ FRHIX-Franklin High Yield Tax-Free Inc A ( | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Thomas S. & Jill Cooper Udall Revocable Trust ⇒ Cetera (Denver, CO) Type: Brokerage Sweep | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
Largest movers 2017→2018
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Tom Udall IRA ⇒ CWGIX-American Funds Capital World G/I A (NASDAQ) | — | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Thomas S. & Jill Cooper Udall Revocable Trust ⇒ PGNAX-Prudential Jennison Natural Resource | JT | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Thomas S. & Jill Cooper Udall Revocable Trust ⇒ RPAI-Retail Properties of America, Inc. (N | JT | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Thomas S. & Jill Cooper Udall Revocable Trust ⇒ CFWAX-Calvert Global Water A (NASDAQ) | JT | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Thomas S. & Jill Cooper Udall Revocable Trust ⇒ Cetera (Denver, CO) Type: Brokerage Sweep | JT | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Thomas S. & Jill Cooper Udall Revocable Trust ⇒ FRHIX-Franklin High Yield Tax-Free Inc A ( | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Thomas S. & Jill Cooper Udall Revocable Trust ⇒ BRK-B - Berkshire Hathaway Inc. (NYSE) | JT | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
| NM Public Employees Retirement Association ⇒ New Mexico Stable Value Fund | — | 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).