Dean Phillips
Representative
MN-3
2023 disclosure
Dean Phillips (MN-3) disclosed a net worth range between $12.5M and $75.1M in their 2023 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.
Latest net worth (band)
$12.5M – $75.1M
Rank by disclosed net worth
Reporting year
2023
Disclosed assets
49
Disclosed liabilities
2
Net worth band by reporting year
2021
2022
2023
2024 — not e-filed
2025 — not e-filed
| Year | Filed | Net worth band |
|---|---|---|
| 2023 | 2024-08-13 | $12.5M – $75.1M |
| 2022 | 2023-08-12 | $14.5M – $68.2M |
| 2021 | 2022-08-13 | $12.2M – $77.4M |
Disclosed assets
The assets Dean Phillips itemised in their 2023 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.
Disclosed lines
49
Total disclosed (band)
$18.5M – $76.6M
| Description | Type | Income | Value |
|---|---|---|---|
| The Dean B. Phillips 1992 GST Trust | EQ |
$50K - $100K
QBT Income
|
$5M - $25M |
| The Phillips Qualified Blind Trust | EQ |
$1M - $5M
QBT Income
|
$5M - $25M |
| - Cash Accounts ⇒ Cash in JP Morgan checking accounts | BA |
$1 - $200
Interest
|
$1M - $5M |
| CD&R Fund X Private Investors, Cayman LP | HE |
$100K - $1M
Partnership Income
|
$1M - $5M |
| The Dean B. Phillips 2001 GST Trust | EQ |
$50K - $100K
QBT Income
|
$1M - $5M |
| - Cash Accounts ⇒ Cash in JP Morgan investment accounts | BA |
$2.5K - $5K
Interest
|
$500K - $1M |
| - Trust 7 ⇒ John Hancock Life Insurance Policy | WU | — | $500K - $1M |
| Benefit Street Partners IV LLC (Providence Onshore) | HE |
$100K - $1M
Partnership Income
|
$500K - $1M |
| Cerberus VI Private Investors, LLC | HE |
$50K - $100K
Partnership Income
|
$500K - $1M |
| HPS Mezzanine Private Investors III LLC Onshore | HE |
$15K - $50K
Partnership Income
|
$500K - $1M |
| Starwood SOF XI Private Investors | HE | — | $500K - $1M |
| - Fialko, LLC ⇒ Outsell, Inc. | OL | — | $250K - $500K |
| - Fialko, LLC ⇒ Rational Energies LLC | OL | — | $250K - $500K |
| - Privately-Held Business Entities ⇒ Rational Energies LLC | OL | — | $250K - $500K |
| - Trust 6 ⇒ North American Life Insurance Policy | WU | — | $250K - $500K |
| Apollo EPF III Private Investors, LLC (Onshore) | HE | — | $250K - $500K |
| Blackstone Partners Investment Fund LP Class B | HE |
$15K - $50K
Partnership Income
|
$250K - $500K |
| Corbin Capital Partners - Pinehurst Partners LP | HE |
$15K - $50K
Partnership Income
|
$250K - $500K |
| - 100 University Family Limited Partnership ⇒ Artwork | CO | — | $100K - $250K |
| - 100 University Family Limited Partnership ⇒ Baird Brokerage ⇒ Baird - Cash | BA |
$2.5K - $5K
Interest
|
$100K - $250K |
| - Fialko, LLC ⇒ AP Europe VII (APAX) Private Investors Onshore LLC | HE |
$201 - $1K
Partnership Income
|
$100K - $250K |
| - Fialko, LLC ⇒ Cash in JP Morgan investment account | BA |
$201 - $1K
Interest
|
$100K - $250K |
| PEG Secondary Private Equity Investors III LP | HE |
$15K - $50K
Partnership Income
|
$100K - $250K |
| - Fialko, LLC ⇒ KKR 2006 Private Investors, LLC (Onshore) | HE |
$1K - $2.5K
Partnership Income
|
$50K - $100K |
| - Privately-Held Business Entities ⇒ MyMeds, Inc. | OL | — | $50K - $100K |
| - Fialko, LLC ⇒ JP Morgan Alternative Property Fund Domestic 1 LP | HE | — | $15K - $50K |
| - Fialko, LLC ⇒ JP Morgan India Property Fund, LP | HE | — | $15K - $50K |
| - Retirement Account 1 ⇒ | — |
Tax-Deferred
|
$15K - $50K |
| - Retirement Account 2 ⇒ Fidelity Target Date 2035 Fund | MF |
Tax-Deferred
|
$15K - $50K |
| American United Life Insurance Company - Policy 1 | WU | — | $15K - $50K |
| American United Life Insurance Company - Policy 2 | WU | — | $15K - $50K |
| Cushing MLP Opportunity Fund 1 LP | HE | — | $15K - $50K |
| GIF IV Private Investors Onshore LLC Class A | HE | — | $15K - $50K |
| JP Morgan | BA | — | $15K - $50K |
| US Bank - Checking | BA | — | $15K - $50K |
| - Cash Accounts ⇒ Cash in U.S. Bank checking accounts | BA | — | $1K - $15K |
| - Fialko, LLC ⇒ AIF VI Private Investors LLC | HE |
$1K - $2.5K
Partnership Income
|
$1K - $15K |
| - Fialko, LLC ⇒ Cash in JP Morgan checking account | BA | — | $1K - $15K |
| - Fialko, LLC ⇒ Penny's Coffee LLC | OL | — | $1K - $15K |
| - Phillips Family Properties, LLC ⇒ 100 University Family Limited Partnership ⇒ Artwork | OL | — | $1K - $15K |
| - Phillips Family Properties, LLC ⇒ Cash in JP Morgan checking account | BA |
$1 - $200
Interest
|
$1K - $15K |
| - Trust 6 ⇒ Cash in JP Morgan investment account | BA |
$201 - $1K
Interest
|
$1K - $15K |
| E-T Energy Ltd. | HE | — | $1K - $15K |
| GSO Private Investors II, LLC Class B | HE |
$1K - $2.5K
Partnership Income
|
$1K - $15K |
| HPS Mezzanine Private Investors II LLC | HE | — | $1K - $15K |
| Highbridge Mezzanine Partners LP | HE |
$50K - $100K
Partnership Income
|
$1K - $15K |
| Optum Bank - HSA Account | BA | — | $1K - $15K |
| Phillips Adam Smith Partners, LLC (f/k/a Adam Smith Fund, LLC) | OL |
$5K - $15K
Dividends
|
$1K - $15K |
| - Privately-Held Business Entities ⇒ Penny's Coffee LLC | OL | — | $1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2023 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
2
Total disclosed (band)
$1.5M – $6M
| Description | Amount owed |
|---|---|
| Mortgage on personal residence in Washington, DC (JP Morgan) | $1M - $5M |
| Promissory Note (Edward J. Phillips Irrevocable GST FBO Dean Benson Phillips, u/a/d Dec. 29, 1992) | $500K - $1M |
Recent stock trades
Disclosed trades
273
Avg. disclosure lag
29.4 days
Filed past 45-day deadline
0.4%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2021-01-25 | HON Honeywell International Inc. (HON) | Sell | — | $1K - $15K | 2021-02-13 | 19d |
| 2021-01-21 | PCAR PACCAR Inc. (PCAR) | Sell | — | $1K - $15K | 2021-02-13 | 23d |
| 2021-01-12 | ACN Accenture plc Class A Ordinary Shares (ACN) | Sell | — | $1K - $15K | 2021-02-13 | 32d |
| 2021-01-12 | BKNG Booking Holdings Inc. (BKNg) | Sell | — | $1K - $15K | 2021-02-13 | 32d |
| 2021-01-12 | FMS Fresenius Medical Care Ag (FMS) | Buy | — | $1K - $15K | 2021-02-13 | 32d |
| 2021-01-11 | ACN Accenture plc Class A Ordinary Shares (ACN) | Sell | — | $1K - $15K | 2021-02-13 | 33d |
| 2021-01-11 | CB Chubb limited (CB) | Sell | — | $1K - $15K | 2021-02-13 | 33d |
| 2021-01-11 | FMS Fresenius Medical Care Ag (FMS) | Buy | — | $1K - $15K | 2021-02-13 | 33d |
| 2021-01-08 | ACN Accenture plc Class A Ordinary Shares (ACN) | Sell | — | $1K - $15K | 2021-02-13 | 36d |
| 2021-01-08 | ACGL Arch Capital group ltd. (ACgl) | Buy | — | $1K - $15K | 2021-02-13 | 36d |
| 2021-01-08 | CB Chubb limited (CB) | Sell | — | $1K - $15K | 2021-02-13 | 36d |
| 2021-01-07 | ACN Accenture plc Class A Ordinary Shares (ACN) | Sell | — | $1K - $15K | 2021-02-13 | 37d |
| 2021-01-05 | ABT ST · Abbott Laboratories (ABT) | Buy | — - Trust 1 | $1K - $15K | 2022-08-13 | 585d late |
| 2021-01-05 | ABT Abbott laboratories (ABT) | Buy | — | $1K - $15K | 2021-02-13 | 39d |
| 2021-01-05 | AAL American Airlines group, Inc. (AAl) | Sell | — | $1K - $15K | 2021-02-13 | 39d |
| 2021-01-05 | T AT&T Inc. (T) | Sell | — | $1K - $15K | 2021-02-13 | 39d |
| 2021-01-05 | DTE DTE Energy Company (DTE) | Sell | — | $1K - $15K | 2021-02-13 | 39d |
| 2021-01-05 | ES Eversource Energy (ES) | Buy | — | $1K - $15K | 2021-02-13 | 39d |
| 2021-01-05 | IRM Iron Mountain Incorporated (IRM) | Buy | — | $1K - $15K | 2021-02-13 | 39d |
| 2021-01-05 | TSLA Tesla, Inc. (TSlA) | Buy | — | $1K - $15K | 2021-02-13 | 39d |
| 2020-12-18 | AKAM Akamai Technologies, Inc. (AKAM) | Sell | — | $1K - $15K | 2021-01-09 | 22d |
| 2020-12-18 | AAL American Airlines group, Inc. (AAl) | Buy | — | $1K - $15K | 2021-01-09 | 22d |
| 2020-12-18 | T AT&T Inc. (T) | Sell | — | $1K - $15K | 2021-01-09 | 22d |
| 2020-12-18 | BAX baxter International Inc. (bAX) | Sell | — | $1K - $15K | 2021-01-09 | 22d |
| 2020-12-18 | BSX boston Scientific Corporation (bSX) | Sell | — | $1K - $15K | 2021-01-09 | 22d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-08. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-08). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
20 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| F | 1,835 | $25.7K | 0.8% |
| M | 1,798 | $40.4K | 1.2% |
| DXC | 1,581 | $17.7K | 0.5% |
| CNP | 1,294 | $51.9K | 1.6% |
| PHG | 1,226 | $31K | 0.9% |
| HBAN | 1,086 | $18.2K | 0.5% |
| SCHW | 979 | $104.6K | 3.1% |
| AAL | 844 | $10.9K | 0.3% |
| KEY | 844 | $18.4K | 0.6% |
| MOS | 815 | $21.6K | 0.7% |
| MU | 756 | $756.6K | 22.6% |
| UAA | 747 | $3.8K | 0.1% |
| MGM | 695 | $28.3K | 0.9% |
| FLS | 693 | $53.3K | 1.6% |
| L | 692 | $74.9K | 2.2% |
| FITB | 560 | $30.5K | 0.9% |
| IRM | 540 | $62.7K | 1.9% |
| PGR | 521 | $112.1K | 3.4% |
| EMR | 493 | $75K | 2.2% |
| TFC | 468 | $23.6K | 0.7% |
| BEN | 462 | $16K | 0.5% |
| LUV | 442 | $17.1K | 0.5% |
| ABT | 427 | $45.1K | 1.4% |
| ETN | 422 | $178.2K | 5.3% |
| HRB | 387 | $17.8K | 0.5% |
| FMS | 381 | $8.5K | 0.3% |
| LNC | 340 | $14.7K | 0.4% |
| NTRS | 339 | $62.7K | 1.9% |
| KHC | 325 | $8.1K | 0.2% |
| RCL | 322 | $85.3K | 2.6% |
| AIG | 321 | $23.9K | 0.7% |
| ZION | 315 | $21.5K | 0.6% |
| PFG | 301 | $34.6K | 1.0% |
| MAS | 295 | $20.9K | 0.6% |
| AMD | 287 | $145.1K | 4.3% |
| DOW | 285 | $8.4K | 0.3% |
| SPG | 275 | $58.4K | 1.7% |
| PWR | 260 | $165.9K | 5.0% |
| DLTR | 255 | $31.6K | 0.9% |
| KR | 253 | $14.5K | 0.4% |
| AFL | 251 | $28.9K | 0.9% |
| BNY | 238 | $38.7K | 1.2% |
| MS | 236 | $51K | 1.5% |
| CFG | 225 | $15.8K | 0.5% |
| SYF | 220 | $17.3K | 0.5% |
| ACGL | 220 | $21K | 0.6% |
| KSS | 204 | $3.8K | 0.1% |
| LVS | 199 | $8.7K | 0.3% |
| BAX | 196 | $4.9K | 0.2% |
| TAP | 190 | $7.4K | 0.2% |
| NTAP | 181 | $34.2K | 1.0% |
| EMN | 176 | $12.4K | 0.4% |
| CSCO | 176 | $19.2K | 0.6% |
| INTC | 169 | $17.6K | 0.5% |
| ATO | 168 | $28.3K | 0.9% |
| LYB | 152 | $9.8K | 0.3% |
| VTR | 149 | $13.4K | 0.4% |
| MDLZ | 146 | $9K | 0.3% |
| GIS | 146 | $5.5K | 0.2% |
| OTIS | 132 | $9.3K | 0.3% |
| CTSH | 119 | $7.1K | 0.2% |
| ES | 94 | $6.7K | 0.2% |
| EL | 92 | $9.4K | 0.3% |
| PM | 87 | $16.1K | 0.5% |
| UPS | 86 | $8.6K | 0.3% |
| MTB | 84 | $19.9K | 0.6% |
| URI | 83 | $84.5K | 2.5% |
| TRV | 82 | $30.1K | 0.9% |
| PPG | 78 | $8.6K | 0.3% |
| SJM | 78 | $9.7K | 0.3% |
| TMUS | 73 | $13.3K | 0.4% |
| JPM | 66 | $23.4K | 0.7% |
| KMB | 62 | $6.4K | 0.2% |
| ADSK | 58 | $12.4K | 0.4% |
| DLR | 57 | $10.8K | 0.3% |
| GS | 53 | $55.3K | 1.7% |
| MSI | 53 | $24.3K | 0.7% |
| CME | 49 | $13.7K | 0.4% |
| CAT | 47 | $39K | 1.2% |
| GPN | 46 | $4.1K | 0.1% |
| VRSN | 40 | $11.3K | 0.3% |
| VRTX | 34 | $17.9K | 0.5% |
| ROP | 21 | $8.2K | 0.2% |
| CHTR | 18 | $2.7K | 0.1% |
| CB | 17 | $5.8K | 0.2% |
| DGX | 7 | $1.7K | 0.1% |
| JKHY | 1 | $110 | 0.0% |