Daniel S Sullivan
Daniel S Sullivan disclosed a net worth range between $3M and $11.8M in their 2025 annual filing.
Compare this disclosure with the U.S. Senate 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.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-12 | $3M – $11.8M |
| 2024 | 2025-08-13 | $3M – $11.8M |
| 2023 | 2024-08-13 | $2.9M – $14.4M |
| 2022 | 2023-08-09 | $1.8M – $9.5M |
| 2021 | 2022-08-14 | $2.2M – $10.4M |
| 2020 | 2021-08-16 | $2.2M – $9.5M |
Disclosed assets
The assets Daniel S Sullivan 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 |
|---|---|---|---|
| RPM - RPM International Inc. Common Stock | Corporate Securities - Stock |
$5K - $15K
Dividends, Capital Gains
|
$1M - $5M |
| IWF - iShares Russell 1000 Growth (NYSEArca) | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$250K - $500K |
| Rental Property | Real Estate - Residential |
$5K - $15K
Rent/Royalties
|
$250K - $500K |
| VOO - Vanguard S&P 500 ETF | Mutual Funds - Exchange Traded Fund/Note |
$2.5K - $5K
Dividends, Excepted Investment Fund
|
$250K - $500K |
| Vanguard Index Funds Small Cap ETF- VB | Mutual Funds - Exchange Traded Fund/Note |
$2.5K - $5K
Dividends, Excepted Investment Fund
|
$250K - $500K |
| AFTFX - American Funds TaxExempt Bond F1 (NASDAQ) | Mutual Funds - Mutual Fund |
$5K - $15K
Dividends, Capital Gains, Excepted Investment Fund
|
$100K - $250K |
| BMVP - Invesco Bloomberg Mvp Multi-Factor ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Capital Gains, Excepted Investment Fund
|
$100K - $250K |
| Birch Lake Townsite | Real Estate - Unimproved Land | — | $100K - $250K |
| BlackRock Moderate Portfolio Option - A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| BlackRock Moderate Portfolio Option - A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| EAGL - Eagle Capital Select Equity ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$100K - $250K |
| FTXXX - GS Investor Tax-Exempt Money Market Fund | Mutual Funds - Stable Value Fund |
$2.5K - $5K
Interest, Excepted Investment Fund
|
$100K - $250K |
| GFAFX - American Funds Growth Fund of Amer F1 (NASDAQ) | Mutual Funds - Mutual Fund |
$201 - $1K
Dividends, Capital Gains, Excepted Investment Fund
|
$100K - $250K |
| NARAX - Virtus Multi-Sector S/T Bd A (NASDAQ) | Mutual Funds - Mutual Fund |
$5K - $15K
Dividends, Capital Gains, Excepted Investment Fund
|
$100K - $250K |
| PVAL - Putnam Focused Large Cap Value ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$100K - $250K |
| QQQ - Invesco QQQ Trust, Series 1 | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Dividends, Excepted Investment Fund
|
$100K - $250K |
| VONG - Vanguard Russell 1000 Growth ETF | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Dividends, Excepted Investment Fund
|
$100K - $250K |
| VWIUX - Vanguard Intermediate-Term Tax-Exempt Fd Admiral | Mutual Funds - Mutual Fund |
$2.5K - $5K
Dividends, Excepted Investment Fund
|
$100K - $250K |
| WCMIX - WCM Focused International Growth Fund Institutiona | Mutual Funds - Mutual Fund |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$100K - $250K |
| BlackRock Growth Portfolio Option - A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| CCALX - Conestoga Small Cap Fund Institutional Class | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| DFAPX - Dfa Investment Grade Portfolio | Mutual Funds - Mutual Fund |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$50K - $100K |
| EFA - iShares MSCI EAFE (NYSEArca) | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$50K - $100K |
| EMXC - Emrg Mkts Ex China Ishares MSCI ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$50K - $100K |
| Global Credit Union | Bank Deposit |
$1K - $2.5K
Interest
|
$50K - $100K |
| HNACX - Harbor Capital Appreciation Fund Retirement Class | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| IJR - iShares Core S&P Small-Cap ETF | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Dividends, Excepted Investment Fund
|
$50K - $100K |
| MALOX - BlackRock Global Allocation Instl (NASDAQ) | Mutual Funds - Mutual Fund |
$2.5K - $5K
Dividends, Capital Gains, Excepted Investment Fund
|
$50K - $100K |
| MANLX - BlackRock National Municipal Instl (NASDAQ) | Mutual Funds - Mutual Fund |
$2.5K - $5K
Dividends, Capital Gains, Excepted Investment Fund
|
$50K - $100K |
| VEA - Vanguard FTSE Developed Markets ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$50K - $100K |
| ABCIX - American Beacon The London Company Income Equity | Mutual Funds - Mutual Fund |
$201 - $1K
Dividends, Excepted Investment Fund
|
$15K - $50K |
| BR College Enrollment Option - A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| Birch Lake Townsite | Real Estate - Unimproved Land | — | $15K - $50K |
| BlackRock Growth Portfolio Option - A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| DODFX - Dodge & Cox International Stock Fund | Mutual Funds - Mutual Fund |
$201 - $1K
Dividends, Excepted Investment Fund
|
$15K - $50K |
| DODGX - Dodge & Cox Stock Fund | Mutual Funds - Mutual Fund |
$201 - $1K
Dividends, Capital Gains, Excepted Investment Fund
|
$15K - $50K |
| EMLP - First Trust North American Energy Infrastructure Fund | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$15K - $50K |
| VNQ - Vanguard Real Estate ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$15K - $50K |
| VPMAX - Vanguard PRIMECAP Adm (NASDAQ) | Mutual Funds - Mutual Fund |
$201 - $1K
Dividends, Capital Gains, Excepted Investment Fund
|
$15K - $50K |
| Wells Fargo | Bank Deposit | — | $15K - $50K |
| Baan O Yeel Kan | Other |
Excepted Investment Fund
|
$1K - $15K |
| BlackRock College Enrollment Option - A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| DFSTX - U.S. SMALL CAP PORTFOLIO - U.S. SMALL CAP PORTFOLIO - INSTITUTIONAL CLASS | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| Doyon Limited | Other |
Excepted Investment Fund
|
$1K - $15K |
| EMXC - iShares MSCI Emerging Markets ex China ETF | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| FSGGX - Fidelity Global Ex U.S. Index Fund | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| FSGGX - Fidelity Global Ex U.S. Index Fund | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| FTXXX - GS Investor Tax-Exempt Money Market Fund | Mutual Funds - Stable Value Fund |
Interest, Excepted Investment Fund
|
$1K - $15K |
| FXAIX - Fidelity 500 Index Fund | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| FXAIX - Fidelity 500 Index Fund | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| HNVRX - Harbor Small Cap Value Fund Retirement Class | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| IWD - iShares Russell 1000 Value (NYSEArca) | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Dividends, Excepted Investment Fund
|
$1K - $15K |
| MASKX - Ishares Russell 2000 Small-Cap Index Fund - Inst | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| MASKX - Ishares Russell 2000 Small-Cap Index Fund - Inst | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| SIDRX - Hartford Schroders International Multi-Cap Value F | Mutual Funds - Mutual Fund |
$201 - $1K
Dividends, Excepted Investment Fund
|
$1K - $15K |
| VBTLX - Vanguard Total Bond Market Index Fund Admiral Sh | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| VOO - Vanguard S&P 500 ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$1K - $15K |
| WCMIX - WCM Focused International Growth Fund Institutiona | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
Disclosed liabilities
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.
| Description | Amount owed |
|---|---|
| Mortgage (CrossCountry Mortgage, LLC) | $250K - $500K |
| Mortgage (Northrim Bank) | $250K - $500K |
| Mortgage (Wells Fargo Bank) | $50K - $100K |
| Revolving Charge (USAA) | $10K - $15K |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2024-01-24 | RPM Stock · RPM International Inc. Common Stock | Sell | Joint | $15K - $50K | 2024-02-09 | 16d |
| 2023-08-22 | ZTS Stock · Zoetis Inc Cl A | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | ULTA Stock · Ulta Beauty Inc | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | TSCO Stock · Tractor Supply Company | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | TJX Stock · TJX Companies | Sell | Joint | $15K - $50K | 2023-09-22 | 31d |
| 2023-08-22 | TMO Stock · Thermo Fisher Scientific Inc | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | LUV Stock · Southwest Airlines Company | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | PPG Stock · PPG Industries | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | PNC Stock · PNC Financial Services Group, Inc. (The) Common St | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | PXD Stock · Pioneer Natural Resources Company | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | NTRS Stock · Northern Trust Corp | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | MSFT Stock · Microsoft Corp | Sell | Joint | $50K - $100K | 2023-09-22 | 31d |
| 2023-08-22 | MA Stock · Mastercard Inc | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | LRCX Stock · Lam Research Corp | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | LH Stock · Laboratory Corp of America Holdings | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | JPM Stock · JP Morgan Chase & Company | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | JNJ Stock · Johnson & Johnson | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | HON Stock · Honeywell International Inc | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | CVS Stock · CVS Corp | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | COST Stock · Costco Wholesale Corporation - Common Stock | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | CHD Stock · Church & Dwight Company, Inc. Common Stock | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | CVX Stock · Chevron Corp | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | SCHW Stock · The Charles Schwab Corp | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | BMY Stock · Bristol-Myers Squibb Company | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | BKNG Stock · Booking Holdings Inc | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
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.