Matt Cartwright
Matt Cartwright (PA-8) disclosed a net worth range between -$927.9K and $11.2M 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.
Disclosed net worth band, 2021 to 2023
| Year | Filed | Net worth band |
|---|---|---|
| 2023 | 2024-08-13 | -$927.9K – $11.2M |
| 2022 | 2023-08-10 | -$1.7M – $9.1M |
| 2021 | 2022-08-15 | -$591.9K – $10.8M |
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 Matt Cartwright 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.
Showing the 100 largest of 117 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| Vanguard Investment Account ⇒ Value Index Fund | MF |
$15K - $50K
Dividends
|
$500K - $1M |
| Columbia Acorn International Fund | MF |
Dividends
|
$250K - $500K |
| Elfun Trusts Funds | MF |
$15K - $50K
Capital Gains, Interest
|
$250K - $500K |
| Hague NY Property Trust | RP |
$5K - $15K
Rent
|
$250K - $500K |
| Vanguard Investment Account ⇒ 500 Index Fund | MF |
$5K - $15K
Dividends
|
$250K - $500K |
| Archer Partners LLC ⇒ Piper Archer III Single Prop aircraft | OL | — | $100K - $250K |
| Munley Financing | OL |
$2.5K - $5K
Interest
|
$100K - $250K |
| Munley Law PC | OL | — | $100K - $250K |
| Munley Law Profit Sharing Plan ⇒ IShares 0-5 Year High Yield Corp Bond | EF |
Tax-Deferred
|
$100K - $250K |
| Munley Law Profit Sharing Plan ⇒ IShares 1-3 Treasury Bond | EF |
Tax-Deferred
|
$100K - $250K |
| Munley Law Profit Sharing Plan ⇒ IShares 1-3 Treasury Bond | EF |
Tax-Deferred
|
$100K - $250K |
| Munley Law Profit Sharing Plan ⇒ IShares Broad USD Invt Grade | EF |
Tax-Deferred
|
$100K - $250K |
| Munley Law Profit Sharing Plan ⇒ IShares Core MSCI EAFE | EF |
Tax-Deferred
|
$100K - $250K |
| Munley Law Profit Sharing Plan ⇒ IShares IBOXX Invt Grade Corp Bond | EF |
Tax-Deferred
|
$100K - $250K |
| Munley Law Profit Sharing Plan ⇒ IShares JPM USD Emerging Markets Bond | EF |
Tax-Deferred
|
$100K - $250K |
| Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Growth | EF |
Tax-Deferred
|
$100K - $250K |
| Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Value | EF |
Tax-Deferred
|
$100K - $250K |
| Munley Law Profit Sharing Plan ⇒ SPDR Portfolio Short Term Corp Bond | EF |
Tax-Deferred
|
$100K - $250K |
| Munley Law Profit Sharing Plan ⇒ SPDR Portfolio Short Term Corp Bond | EF |
Tax-Deferred
|
$100K - $250K |
| Munley Law Profit Sharing Plan ⇒ Vanguard FTSE All World Ex-US | EF |
Tax-Deferred
|
$100K - $250K |
| Penn Avenue Properties | RP | — | $100K - $250K |
| People's Security Bank Accounts | BA |
$1 - $200
Interest
|
$100K - $250K |
| UBS Investment Account ⇒ UBS Prime Reserves Fund | BA |
$1K - $2.5K
Interest
|
$100K - $250K |
| Vanguard Investment Account ⇒ Cash Reserve Federal Money Market Fund | MF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Vanguard Investment Account ⇒ Emerging Markets Stock Index | MF |
$5K - $15K
Dividends
|
$100K - $250K |
| Vanguard Investment Account ⇒ Treasury Money Market | MF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Vanguard Investment Account ⇒ Wellesley Income Fund | MF |
$5K - $15K
Capital Gains, Dividends
|
$100K - $250K |
| Charles Schwab Investment Account ⇒ Schwab Treasury Obligations Money Fund - Investor Shares (SNOXX) | MF |
Dividends
|
$50K - $100K |
| Charles Schwab Investment Account ⇒ Vanguard Total Stock Market ETF (VTI) | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| Munley Law Profit Sharing Plan ⇒ IShares 0-5 Year High Yield Corp Bond | EF |
Tax-Deferred
|
$50K - $100K |
| Munley Law Profit Sharing Plan ⇒ IShares 3-7 Year Treasury Bond | EF |
Tax-Deferred
|
$50K - $100K |
| Munley Law Profit Sharing Plan ⇒ IShares 3-7 Year Treasury Bond | EF |
Tax-Deferred
|
$50K - $100K |
| Munley Law Profit Sharing Plan ⇒ IShares 7-10 Year Treasury Bond | EF |
Tax-Deferred
|
$50K - $100K |
| Munley Law Profit Sharing Plan ⇒ IShares Broad USD Invt Grade | EF |
Tax-Deferred
|
$50K - $100K |
| Munley Law Profit Sharing Plan ⇒ IShares Core MSCI Emerging Markets | EF |
Tax-Deferred
|
$50K - $100K |
| Munley Law Profit Sharing Plan ⇒ IShares IBOXX Invt Grade Corp Bond | EF |
Tax-Deferred
|
$50K - $100K |
| Munley Law Profit Sharing Plan ⇒ IShares JPM USD Emerging Markets Bond | EF |
Tax-Deferred
|
$50K - $100K |
| Munley Law Profit Sharing Plan ⇒ IShares Russell 2000 | EF |
Tax-Deferred
|
$50K - $100K |
| Munley Law Profit Sharing Plan ⇒ IShares Russell MidCap | EF |
Tax-Deferred
|
$50K - $100K |
| Munley Law Profit Sharing Plan ⇒ Vanguard FTSE Emerging Markets | EF |
Tax-Deferred
|
$50K - $100K |
| Munley Law Profit Sharing Plan ⇒ iShares 20+ Year Treasury Bond | EF |
Tax-Deferred
|
$50K - $100K |
| Munley Law Profit Sharing Plan ⇒ iShares 20+ Year Treasury Bond | EF |
Tax-Deferred
|
$50K - $100K |
| Nantucket Holding Company | RP |
$15K - $50K
Rent
|
$50K - $100K |
| Vanguard Investment Account ⇒ Real Estate Index (REIT) | MF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| Blackrock Mid Cap Growth A | MF |
Dividends
|
$15K - $50K |
| Charles Schwab Investment Account ⇒ Amplify ETF Trust Amplify Mobile Payments ETF (IPAY) | EF |
$1 - $200
Dividends
|
$15K - $50K |
| Charles Schwab Investment Account ⇒ First Trust Dorsey Wright International Focus 5 ETF (IFV) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Charles Schwab Investment Account ⇒ First Trust RBA American Industrial Renaissance ETF (AIRR) | EF |
Dividends
|
$15K - $50K |
| Charles Schwab Investment Account ⇒ Global X Funds Global X U.S. Infrastructure Development ETF (PAVE) | EF |
$1 - $200
Dividends
|
$15K - $50K |
| Charles Schwab Investment Account ⇒ Global X Uranium ETF (URA) | EF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Charles Schwab Investment Account ⇒ Materials Select Sector SPDR (XLB) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Charles Schwab Investment Account ⇒ SPDR Gold Trust (GLD) | EF |
$1 - $200
Dividends
|
$15K - $50K |
| Charles Schwab Investment Account ⇒ SPDR S&P Retail ETF (XRT) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Charles Schwab Investment Account ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) | EF |
$1 - $200
Dividends
|
$15K - $50K |
| Charles Schwab Investment Account ⇒ SPDR Select Sector Fund - Industrial (XLI) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Charles Schwab Investment Account ⇒ SPDR Select Sector Fund - Technology (XLK) | EF |
$1 - $200
Dividends
|
$15K - $50K |
| Charles Schwab Investment Account ⇒ VanEck Gold Miners ETF (GDX) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Merrill Edge Cash/Money Account | BA | — | $15K - $50K |
| Met Life Whole Life Policy | WU |
$201 - $1K
Dividends, Interest
|
$15K - $50K |
| Morgan Stanley Investment Account ⇒ | — |
Dividends
|
$15K - $50K |
| Morgan Stanley Investment Account ⇒ | — |
Dividends
|
$15K - $50K |
| Morgan Stanley Investment Account ⇒ AB Bond Funds - AB Short Duration High Yield Portfolio - Advisor Class (ALHYX) | MF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Morgan Stanley Investment Account ⇒ AB Large-Cap Growth Adv | MF |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley Investment Account ⇒ Allspring Money Market Fund - Premier Class (WMPXX) | MF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Morgan Stanley Investment Account ⇒ American Balanced F2 | MF |
Dividends
|
$15K - $50K |
| Morgan Stanley Investment Account ⇒ Columbia Balanced Inst | MF |
Dividends
|
$15K - $50K |
| Morgan Stanley Investment Account ⇒ First Eagle Global | MF |
Dividends
|
$15K - $50K |
| Morgan Stanley Investment Account ⇒ Gabelli Utilities I | MF |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley Investment Account ⇒ Gateway Fund Y | MF |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley Investment Account ⇒ Guggenheim Floating Rt Straight I | MF |
Dividends
|
$15K - $50K |
| Morgan Stanley Investment Account ⇒ Hartford Balanced Inc | MF |
Dividends
|
$15K - $50K |
| Morgan Stanley Investment Account ⇒ JPMorgan Equity Premium INCO | EF |
Dividends
|
$15K - $50K |
| Morgan Stanley Investment Account ⇒ Janus Henderson Balanced | MF |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Munley Law Profit Sharing Plan ⇒ IShares Core MSCI EAFE | EF |
Tax-Deferred
|
$15K - $50K |
| Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Growth | EF |
Tax-Deferred
|
$15K - $50K |
| Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Value | EF |
Tax-Deferred
|
$15K - $50K |
| Munley Law Profit Sharing Plan ⇒ IShares Russell MidCap | EF |
Tax-Deferred
|
$15K - $50K |
| Munley Law Profit Sharing Plan ⇒ Liquid Assets Govt Fund | EF |
Tax-Deferred
|
$15K - $50K |
| Munley Law Profit Sharing Plan ⇒ UBS Government Money Market Investments Class P (PCEXX) | MF |
Tax-Deferred
|
$15K - $50K |
| Munley Law Profit Sharing Plan ⇒ UBS Government Money Market Investments Class P (PCEXX) | MF |
Tax-Deferred
|
$15K - $50K |
| Munley Law Profit Sharing Plan ⇒ US Treasury Note 2/15/2023 | EF |
Tax-Deferred
|
$15K - $50K |
| Munley Law Profit Sharing Plan ⇒ Vanguard FTSE All World Ex-US | EF |
Tax-Deferred
|
$15K - $50K |
| UBS Investment Account ⇒ Ishares Core MSCI EAFE | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| UBS Investment Account ⇒ Pimco Enhanced Short Maturation | MF |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| UBS Investment Account ⇒ Vanguard Short Term Corporate Bond | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| UBS Investment Account ⇒ Vanguard Total Stock Market | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Wayne Bank Accounts | BA |
$1 - $200
Interest
|
$15K - $50K |
| Charles Schwab Investment Account ⇒ Bank Sweep account | BA |
$1 - $200
Interest
|
$1K - $15K |
| Charles Schwab Investment Account ⇒ Invesco Leisure and Entertainment ETF (PEJ) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Charles Schwab Investment Account ⇒ Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Charles Schwab Investment Account ⇒ Invesco S&P 500 Equal Weight Technology ETF (RSPT) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Charles Schwab Investment Account ⇒ SPDR S&P Regional Banking ETF (KRE) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Charles Schwab Investment Account ⇒ iShares Russell 2000 ETF (IWM) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley Investment Account ⇒ | — | — | $1K - $15K |
| Morgan Stanley Investment Account ⇒ | — | — | $1K - $15K |
| Morgan Stanley Investment Account ⇒ AB Select US Long/Short | MF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Morgan Stanley Investment Account ⇒ Calamos Phineus Long/Short I | MF |
Dividends
|
$1K - $15K |
| Morgan Stanley Investment Account ⇒ Catalyst Millburn HGD Strat I | MF |
Dividends
|
$1K - $15K |
| Morgan Stanley Investment Account ⇒ ClearBridge International Growth Fund Class I (LMGNX) | MF |
$1 - $200
Dividends
|
$1K - $15K |
| Morgan Stanley Investment Account ⇒ ETG - Eaton Vance Tax Advantage Global Dividend | OT |
$201 - $1K
Dividends
|
$1K - $15K |
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.
| Description | Amount owed |
|---|---|
| Law firm lines of credit (People's Security Bank) | $1M - $5M |
| Mortgage on office property 231 Penn Ave (People's Security Bank) | $250K - $500K |
| Mortgage on office property 241 Penn Ave (People's Security Bank) | $250K - $500K |
| Home Equity loan (People's Security Bank) | $15K - $50K |
| Mortgage on personal residence (People's Security Bank) | $15K - $50K |
| Revolving credit card (American Express) | $15K - $50K |