Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Tim Walberg (R-MI)
House · Republican (most recent term) · MI-5 · in Congress 2007–present · Bioguide ID W000798
Party history: R 2007–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 (2013); the member entered office earlier, in 2007 | 2013 | $5,005 | $40,002 | $75,000 |
| (b) Latest net worth estimate | 2025 | $295,022 | $635,011 | $975,000 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2025 (12 years spanned) | 2013–2025 | +$220,022 | +$595,008 | +$969,995 |
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 | $40,002 | $0 | $40,002 | $5,005 … $75,000 | computed |
| 2014 | $185,507 | $0 | $185,507 | $56,014 … $315,000 | computed |
| 2015 | $236,506 | $0 | $236,506 | $103,012 … $370,000 | computed |
| 2016 | $283,008 | $0 | $283,008 | $101,017 … $465,000 | computed |
| 2017 | $275,008 | $0 | $275,008 | $100,016 … $450,000 | computed |
| 2018 | $283,008 | $0 | $283,008 | $101,017 … $465,000 | computed |
| 2019 | $379,014 | $0 | $379,014 | $113,029 … $645,000 | computed |
| 2020 | $405,010 | $0 | $405,010 | $160,020 … $650,000 | computed |
| 2021 | $462,010 | $0 | $462,010 | $189,021 … $735,000 | computed |
| 2022 | $340,009 | $0 | $340,009 | $130,018 … $550,000 | computed |
| 2023 | $397,010 | $0 | $397,010 | $159,019 … $635,000 | computed |
| 2024 | $407,508 | $0 | $407,508 | $190,015 … $625,000 | computed |
| 2025 | $635,011 | $0 | $635,011 | $295,022 … $975,000 | 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.)+7.8%
Simple average of years+9.6%
Years estimated6
Best / worst single year2025 +52%
2021 -13%
2021 -13%
Reliability flags: avg traced coverage 72%.
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +11.4% to +7.1%. 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 | $32,002 | $88,504 | $701 | $32,002 | $0 | +78.7% | +60.3% … +354.7% | -306% … +463% | 80% | excluded; not eligible: traced prior-year value below $50,000; many new/exited positions |
| 2014→2015 | $40,002 | $40,002 | $0 | $0 | $0 | +0.0% | +0.0% … +0.0% | -175% … +175% | 22% | excluded; not eligible: traced prior-year value below $50,000 |
| 2015→2016 | $129,005 | $169,506 | $4,302 | $40,501 | $8,000 | +9.5% | +8.4% … +9.7% | -177% … +196% | 55% | excluded; not eligible: traced coverage 55% < 60% |
| 2016→2017 | $185,507 | $210,007 | $2,052 | $0 | $0 | +14.3% | +12.1% … +26.8% | -132% … +160% | 66% | counted |
| 2017→2018 | $275,008 | $275,008 | $5,553 | $0 | $0 | +2.0% | +1.8% … +3.0% | -126% … +130% | 100% | counted |
| 2018→2019 | $210,007 | $210,007 | $2,652 | $0 | $0 | +1.3% | +1.2% … +1.7% | -133% … +135% | 74% | counted |
| 2019→2020 | $161,007 | $283,507 | $2,704 | $129,005 | $65,001 | +38.0% | +21.3% … +149.5% | -222% … +298% | 42% | excluded; not eligible: traced coverage 42% < 60%; high turnover (buys+sells > 100% of opening value) |
| 2020→2021 | $243,006 | $243,006 | $1,902 | $32,500 | $0 | -12.6% | -15.0% … -12.0% | -141% … +116% | 60% | counted |
| 2021→2022 | $170,004 | $234,507 | $3,204 | $161,007 | $56,502 | -21.6% | -25.3% … -6.1% | -266% … +223% | 37% | excluded; not eligible: traced coverage 37% < 60%; high turnover (buys+sells > 100% of opening value); many new/exited positions |
| 2022→2023 | $32,500 | $32,500 | $600 | $0 | $0 | +1.8% | +1.3% … +2.0% | -107% … +111% | 10% | excluded; not eligible: traced prior-year value below $50,000 |
| 2023→2024 | $275,506 | $302,006 | $5,852 | $56,502 | $24,002 | -0.1% | -4.9% … +19.1% | -140% … +140% | 69% | counted |
| 2024→2025 | $253,504 | $446,508 | $4,404 | $292,006 | $227,504 | +52.4% | +42.1% … +55.9% | -211% … +316% | 62% | counted; high turnover (buys+sells > 100% of opening value); 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 | 10006291 | House amendment | 5/12/2015 | 13 | 0 | 10006291.pdf2ea56ff0fcade853cbdc0437e03a1fca0720957e308905649bc4851f381e7f10 |
| 2014 | 10005608 | House annual | 5/12/2015 | 14 | 0 | 10005608.pdf2a33edfcc54c076bb710d8dd7fbf99fd7f1ac549791c38db424086ce0a5974fd |
| 2015 | 10010481 | House annual | 5/16/2016 | 17 | 0 | 10010481.pdfc6a430515c385575556290069b51f788120c4ee3be775053411775d274721233 |
| 2016 | 10016374 | House annual | 5/10/2017 | 17 | 0 | 10016374.pdf7d203c79d533b1a77da340b87f1b2d1cdb3513e8ced469d295bcb2cf2033c257 |
| 2017 | 10021220 | House annual | 5/9/2018 | 19 | 0 | 10021220.pdf50961648929f6c7aafb70dd111a2738578cb93922c12f252ce0cd1a4b2f3bcf6 |
| 2018 | 10025888 | House annual | 5/6/2019 | 17 | 0 | 10025888.pdf063b6404f6e44d48ae3b5274afd12fd514f8873201b3879a9df25e1c0d3e63c3 |
| 2019 | 10035479 | House annual | 6/3/2020 | 29 | 0 | 10035479.pdfae8e96697a290796791ba4d07422f88ce0cd13f43f8ae2500fde22afc062310f |
| 2020 | 10040623 | House annual | 8/11/2021 | 29 | 0 | 10040623.pdf91a1f0027db09c6e3f6df019ffc9ec32371e151213a532bdddd108d7b0cfeb0b |
| 2021 | 10049173 | House annual | 7/8/2022 | 23 | 0 | 10049173.pdf9287e93cfc235b45f6fe8cd23d8a2658b37831a6cacbaaa89b653db81f7e7ec9 |
| 2022 | 10052292 | House annual | 6/29/2023 | 22 | 0 | 10052292.pdf3237b1f0c568950f5061d62cc08f533c6d84524028ca8d8f769771f376371194 |
| 2023 | 10059633 | House annual | 5/14/2024 | 20 | 0 | 10059633.pdf33933e3d3641e5c3d8d0b623ccd7a8c1df220850c148e7b6df946c34356c3e1c |
| 2024 | 10066050 | House annual | 4/29/2025 | 18 | 0 | 10066050.pdf7d43f488b224dab71f45a222a3b5d1d0809dfb0f13ec00d4c5d1e5b477a63895 |
| 2025 | 10076315 | House annual | 5/13/2026 | 22 | 0 | 10076315.pdf9b38ad7fa13e2635730951d79e7b26b809ad33e5cebe653654603e858de86dc6 |
Largest movers 2020→2021
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| FtCboe Vest U.S. Equity Deep Buffer ETF [MF] | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $32,500 | $0 |
| Fidelity Advisor Total Bond Fund [MF] | JT | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Bank Deposit Sweep Program Mny Mkt QPRMQ [MF] | JT | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| TIAA Traditional [FN] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| FS Energy & Power Fund Common [MF] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Fidelity Advisor Int'l Capital Appreciation Fund [MF] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| TIAA Real Estate [MF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| GS Fin Corp Index-linked Mtn Zero Cpn [CS] | JT | 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) |
|---|---|---|---|---|---|---|
| Fidelity Advisor Total Bond Fund: Class Z (FBKWX) [MF] | JT | held | $15,001 - $50,000 | $50,001 - $100,000 | $8,000 | $0 |
| Invesco Global Infrastructure Fund Class Y (GIZYX) [MF] | JT | held | $15,001 - $50,000 | None | $0 | $8,000 |
| Aristotle Short Duration Income Fund Class I-2 (PLDSX) [MF] | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $8,000 | $0 |
| Aristotle Strategic Income Fund Class A (PLSTX) [MF] | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $8,000 | $0 |
| Fidelity Select Defense & Aerospace (FSDAX) [MF] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| John Hancock Fds III Disciplined Value Mid Cap Fd Class I (JVMIX) [MF] | JT | new | — | $15,001 - $50,000 | $32,500 | $0 |
| Invesco Gold & Special Minerals Fund Class Y (OGMYX) [MF] | JT | held | $1,001 - $15,000 | None | $0 | $8,000 |
| TIAA Traditional [FN] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
Largest movers 2024→2025
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Fidelity Select Defense & Aerospace (FSDAX) [MF] | JT | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $32,500 |
| Fidelity Advisor Total Bond Fund: Class Z (FBKWX) [MF] | JT | exited | $50,001 - $100,000 | — | $0 | $32,500 |
| FT Vest Laddered Deep Buffer ETF (BUFD) [EF] | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $32,500 |
| Invesco Global Infrastructure Fund Class Y (GIZYX) [MF] | JT | exited | None | — | $0 | $32,500 |
| Invesco NASDAQ 100 ETF (QQQM) [EF] | JT | new | — | $15,001 - $50,000 | $8,000 | $0 |
| Amazon.com, Inc. - Common Stock (AMZN) [ST] | JT | new | — | $15,001 - $50,000 | $8,000 | $0 |
| First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) [EF] | JT | new | — | $15,001 - $50,000 | $32,500 | $0 |
| John Hancock Fds III Disciplined Value Mid Cap Fd Class I (JVMIX) [MF] | JT | exited | $15,001 - $50,000 | — | $0 | $32,500 |
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).