John M. Katko
John M. Katko (NY-24) disclosed a net worth range between $164K and $1.3M in their 2021 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Disclosed net worth band, 2021 to 2021
| Year | Filed | Net worth band |
|---|---|---|
| 2021 | 2022-07-15 | $164K – $1.3M |
Recent stock trades
No stock trade has been disclosed for this member, so there is no reconstructed portfolio and no performance estimate. Periodic transaction reports cover securities trades only — the assets above are the member's full disclosed holdings.
Assets and liabilities
Disclosed assets
The assets John M. Katko itemised in their 2021 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| UBS Bank Sweep Account | BA |
$1 - $200
Interest
|
$100K - $250K |
| Spouse Beneficiary IRA ⇒ Laudus Trust - Schwab Select Large Cap Growth Fund (LGILX) | MF |
Tax-Deferred
|
$50K - $100K |
| Spouse Beneficiary IRA ⇒ T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) | MF |
Tax-Deferred
|
$50K - $100K |
| American Century Equity Income Fund (TWEIX) | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Guggenheim Total Return Bond Fund Institutional Class (GIBIX) | MF |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| PGIM Short-Term Corporate Bond Fund (PIFZX) | MF |
$1 - $200
Dividends
|
$15K - $50K |
| Spouse Beneficiary IRA ⇒ American Beacon SiM High Yld Opps Fund (SHOIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse Beneficiary IRA ⇒ American Funds New World Fund (NFFFX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse Beneficiary IRA ⇒ Dodge & Cox Stock Fund (DODGX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse Beneficiary IRA ⇒ Fidelity Advisor Floating Rate High Income Fund (FFRIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse Beneficiary IRA ⇒ Frost Total Return Bond Fund Class Institutional (FIJEX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse Beneficiary IRA ⇒ Guggenheim Total Return Bond Fund Institutional Class (GIBIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse Beneficiary IRA ⇒ Janus Henderson Global Equity Income Fund (HFQIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse Beneficiary IRA ⇒ John Hancock Funds Strategic Income Opportunities Fund (JIPIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse Beneficiary IRA ⇒ MFS Growth Fund (MFEIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse Beneficiary IRA ⇒ MFS International Growth Fund Class I (MQGIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse Beneficiary IRA ⇒ Putnam Diversified Income Trust (PDVYX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse Beneficiary IRA ⇒ Touchstone Mid Cap Fund Class Y (TMCPX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse Beneficiary IRA ⇒ Western Asset Core Plus Bond Fund (WACPX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse Beneficiary IRA ⇒ iShares Russell Mid-Cap ETF (IWR) | EF |
Tax-Deferred
|
$15K - $50K |
| BlackRock Event Driven Equity Fund Institutional Shares (BILPX) | MF | — | $1K - $15K |
| Fidelity Advisor Floating Rate High Income Fund (FFRIX) | MF |
$1 - $200
Dividends
|
$1K - $15K |
| Laudus Trust - Schwab Select Large Cap Growth Fund (LGILX) | MF |
$1K - $2.5K
Capital Gains
|
$1K - $15K |
| Spouse Beneficiary IRA ⇒ Brokerage Sweep Account | BA |
Tax-Deferred
|
$1K - $15K |
| Spouse Beneficiary IRA ⇒ iShares Russell 2000 ETF (IWM) | EF |
Tax-Deferred
|
$1K - $15K |
| Summit Federal Credit Union savings account | BA |
$1 - $200
Interest
|
$1K - $15K |
| T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) | MF |
$1 - $200
Capital Gains, Dividends
|
$1K - $15K |
| Touchstone Mid Cap Fund Class Y (TMCPX) | MF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| iShares Russell 2000 ETF (IWM) | EF |
$1 - $200
Dividends
|
$1K - $15K |
Disclosed liabilities
The liabilities itemised in the 2021 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Home mortgage (NBT Bank) | $100K - $250K |
| Home equity loan (NBT Bank) | $15K - $50K |