96% of trades were $15,000 or less
Those 27 trades carry about 86.9% of the disclosed dollars, by the midpoints of the ranges.
John B. Larson (CT-1) disclosed a net worth range between $1.5M and $3.6M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Those 27 trades carry about 86.9% of the disclosed dollars, by the midpoints of the ranges.
The median trade was disclosed 44 days after it was made, and 0 of 28 trades took longer than the STOCK Act deadline.
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
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.
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-14 | $1.5M – $3.6M |
| 2024 | 2025-05-15 | $1.3M – $3.1M |
| 2023 | 2024-06-11 | $543K – $1.5M |
| 2022 | 2023-05-12 | $45K – $527K |
| 2021 | 2022-05-16 | -$157K – $296K |
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2019-12-18 | ADBE ST · Adobe Inc. (AdBE) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | APH ST · Amphenol Corporation (APH) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | AAPL ST · Apple Inc. (AAPL) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | STZ ST · Constellation Brands, Inc. (STZ) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | COST ST · Costco Wholesale Corporation (COST) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | DHR ST · danaher Corporation (dHR) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | ENB ST · Enbridge Inc (ENB) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | FTV ST · Fortive Corporation (FTV) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | HD ST · Home depot, Inc. (Hd) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | ILMN ST · Illumina, Inc. (ILMN) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | IQV ST · IQVIA Holdings, Inc. (IQV) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | JPM ST · JP Morgan Chase & Co. (JPM) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | KMI ST · Kinder Morgan, Inc. (KMI) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | MA ST · Mastercard Incorporated (MA) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | MCD ST · Mcdonald's Corporation (MCd) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | MTD ST · Mettler-Toledo International, Inc. (MTd) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | MSFT ST · Microsoft Corporation (MSFT) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | MDLZ ST · Mondelez International, Inc. - Class A (MdLZ) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | NSRGY ST · Nestle SA Sponsored AdR representing Registered Shares Series B (NSRgY) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | PBCT ST · People's united Financial, Inc. (PBCT) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | ROLL ST · RBC Bearings Incorporated (ROLL) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | SSNC ST · SS&C Technologies Holdings, Inc. (SSNC) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | TRP ST · TC Energy Corporation (TRP) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | TMO ST · Thermo Fisher Scientific Inc (TMO) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
| 2019-12-18 | UTX ST · united Technologies Corporation (uTX) | Sell | — Fidelity Investments SEP IRA | $1K - $15K | 2020-01-31 | 44d |
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-11-12. 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.
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-11-12). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
No open positions could be reconstructed from this member's disclosed trades.
The assets John B. Larson itemised in their 2025 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 |
|---|---|---|---|
| Nationwide Fixed Index Annuity ⇒ Fixed Account | FN |
Tax-Deferred
|
$500K - $1M |
| Nationwide Fixed Index Annuity ⇒ S & P 500 Index | FN |
Tax-Deferred
|
$500K - $1M |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) | EF |
Tax-Deferred
|
$100K - $250K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Schwab U.S. Large-Cap Value ETF (SCHV) | EF |
Tax-Deferred
|
$100K - $250K |
| Congressional Federal Credit Union accounts | BA |
$2.5K - $5K
Interest
|
$100K - $250K |
| Bank of America | BA |
$1 - $200
Interest
|
$15K - $50K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Avantis U.S. Small Cap Value ETF (AVUV) | EF |
Tax-Deferred
|
$15K - $50K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Fidelity Enhanced International ETF (FENI) | EF |
Tax-Deferred
|
$15K - $50K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Fidelity Total Bond ETF (FBND) | EF |
Tax-Deferred
|
$15K - $50K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Invesco S&P SmallCap Momentum ETF (XSMO) | EF |
Tax-Deferred
|
$15K - $50K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Invesco Total Return Bond ETF (GTO) | EF |
Tax-Deferred
|
$15K - $50K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ JPMorgan Hedged Equity Laddered Overlay ETF (HELO) | EF |
Tax-Deferred
|
$15K - $50K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ PIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund (BOND) | EF |
Tax-Deferred
|
$15K - $50K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ PIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund (BOND) | EF |
Tax-Deferred
|
$15K - $50K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) | EF |
Tax-Deferred
|
$15K - $50K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Schwab U.S. Large-Cap Value ETF (SCHV) | EF |
Tax-Deferred
|
$15K - $50K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ WisdomTree U.S. Value Fund (WTV) | EF |
Tax-Deferred
|
$15K - $50K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ iShares Russell Midcap Growth ETF (IWP) | EF |
Tax-Deferred
|
$15K - $50K |
| American Eagle Financial Credit Union Accounts | BA |
$1 - $200
Interest
|
$1K - $15K |
| Bank of America | BA | — | $1K - $15K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Avantis U.S. Small Cap Value ETF (AVUV) | EF |
Tax-Deferred
|
$1K - $15K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Charles Schwab Bank | BA |
Tax-Deferred
|
$1K - $15K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Charles Schwab Bank | BA |
Tax-Deferred
|
$1K - $15K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Fidelity Enhanced International ETF (FENI) | EF |
Tax-Deferred
|
$1K - $15K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Fidelity Total Bond ETF (FBND) | EF |
Tax-Deferred
|
$1K - $15K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Invesco S&P SmallCap Momentum ETF (XSMO) | EF |
Tax-Deferred
|
$1K - $15K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ Invesco Total Return Bond ETF (GTO) | EF |
Tax-Deferred
|
$1K - $15K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ JPMorgan Hedged Equity Laddered Overlay ETF (HELO) | EF |
Tax-Deferred
|
$1K - $15K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ State Street DoubleLine Total Return Tactical ETF (TOTL) | EF |
Tax-Deferred
|
$1K - $15K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ WisdomTree U.S. Value Fund (WTV) | EF |
Tax-Deferred
|
$1K - $15K |
| CHARLES SCHWAB & CO INC; USADVISORS WEALTH MGMT ⇒ iShares Russell Midcap Growth ETF (IWP) | EF |
Tax-Deferred
|
$1K - $15K |
| Fidelity Investments SEP IRA ⇒ Fidelity Treasury Money Market | IH |
Tax-Deferred
|
$1 - $1K |
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
The latest annual report lists no liability with a disclosed value bracket.