Katherine Porter
Representative
CA-47
Democrat
2023 disclosure
Katherine Porter (CA-47) disclosed a net worth range between $175.1K and $2.1M 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)
$175.1K – $2.1M
Rank by disclosed net worth
Reporting year
2023
Disclosed assets
58
Disclosed liabilities
2
Disclosed net worth band, 2021 to 2023
Band from annual financial disclosures, by reporting year
Band maximum
Band minimum
Source: annual financial disclosure reports, electronically filed only.
2021
2022
2023
2024 — not e-filed
2025 — not e-filed
| Year | Filed | Net worth band |
|---|---|---|
| 2023 | 2024-05-09 | $175.1K – $2.1M |
| 2022 | 2023-05-11 | $138.1K – $2M |
| 2021 | 2022-04-30 | $189.1K – $2.1M |
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 Katherine Porter 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
58
Total disclosed (band)
$775.1K – $2.4M
| Description | Type | Income | Value |
|---|---|---|---|
| Pennsylvania 529 Dependent Child 1 ⇒ Pennsylvania Guaranteed Savings Plan [5P] | — |
Tax-Deferred
|
$100K - $250K |
| Pennsylvania 529 for Dependent Child 2 ⇒ Pennsylvania Guaranteed Savings Plan [5P] | — |
Tax-Deferred
|
$100K - $250K |
| Pennsylvania 529 for Dependent Child 3 ⇒ Pennsylvania Guaranteed Savings Plan [5P] | — |
Tax-Deferred
|
$100K - $250K |
| SEP (self-employed) IRA ⇒ TIAA-Cref Lifecycle 2040--Retirement | PE |
Tax-Deferred
|
$100K - $250K |
| TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ CREF Stock | PE |
Tax-Deferred
|
$50K - $100K |
| TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ CREF-Equity Index | PE |
Tax-Deferred
|
$50K - $100K |
| TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Vanguard Institutional Index Fund | PE |
Tax-Deferred
|
$50K - $100K |
| Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Growth | WU | — | $15K - $50K |
| IRA ⇒ Bank of the Ozarks (OZRK) | ST |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ Berkshire Hathaway Inc. New (BRK.B) | IH |
Tax-Deferred
|
$15K - $50K |
| IRA ⇒ Caterpillar, Inc. (CAT) | ST |
Tax-Deferred
|
$15K - $50K |
| Pacific Life TSA/403b ⇒ Optimal Aggressive Growth Fund | OT |
Tax-Deferred
|
$15K - $50K |
| TIAA-Cref retirement plans ⇒ NSHE 401a/414H DC Retirement Plan ⇒ Cref Equity Index | PE |
Tax-Deferred
|
$15K - $50K |
| TIAA-Cref retirement plans ⇒ NSHE Defined Contribution Retirement - Vanguard 2040 | PE |
Tax-Deferred
|
$15K - $50K |
| TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Global Equities | PE |
Tax-Deferred
|
$15K - $50K |
| TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA Real Estate Fund | PE |
Tax-Deferred
|
$15K - $50K |
| TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Midcap Growth Fund | PE |
Tax-Deferred
|
$15K - $50K |
| TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Midcap Value Fund | PE |
Tax-Deferred
|
$15K - $50K |
| TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Real Estate Securities Fund | PE |
Tax-Deferred
|
$15K - $50K |
| University of California Retirement Program ⇒ UC Domestic Equity Index Fund | PE |
Tax-Deferred
|
$15K - $50K |
| Ameritas Life Insurance Variable Life Insurance ⇒ Calvert NASDAQ 100 Index Fund | WU | — | $1K - $15K |
| Ameritas Life Insurance Variable Life Insurance ⇒ Calvert S&P 500 Index Fund | WU | — | $1K - $15K |
| Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Contrafund | WU | — | $1K - $15K |
| Ameritas Life Insurance Variable Life Insurance ⇒ Fidelity Equity Income Fund | WU | — | $1K - $15K |
| Bankers Trust Checking Account | BA |
$1 - $200
Interest
|
$1K - $15K |
| College Savings 529 Dependent Child 3 ⇒ Vanguard Institutional Total Stock Market Index Fund | MF |
Tax-Deferred
|
$1K - $15K |
| College Savings 529 Dependent Child 3 ⇒ Vanguard Total International Stock Index Fund | MF |
Tax-Deferred
|
$1K - $15K |
| College Savings Iowa 529 Dependent Child 1 ⇒ Vanguard Institutional Total Stock Market Index Fund | MF |
Tax-Deferred
|
$1K - $15K |
| College Savings Iowa 529 Dependent Child 1 ⇒ Vanguard Total International Stock Index Fund | MF |
Tax-Deferred
|
$1K - $15K |
| College Savings Iowa 529 Dependent Child 2 ⇒ Income Portfolio | MF |
Tax-Deferred
|
$1K - $15K |
| College Savings Iowa 529 Dependent Child 2 ⇒ Total Domestic Stock Index Portfolio | MF |
Tax-Deferred
|
$1K - $15K |
| College Savings Iowa 529 Dependent Child 2 ⇒ Vangard Total International Stock Index Fund | MF |
Tax-Deferred
|
$1K - $15K |
| IRA ⇒ CRE Global Equities R1 | MF | — | $1K - $15K |
| IRA ⇒ Capital One Financial Corporation (COF) | ST |
Tax-Deferred
|
$1K - $15K |
| IRA ⇒ Heartland Express, Inc. (HTLD) | ST |
Tax-Deferred
|
$1K - $15K |
| IRA ⇒ Tiaa-Cref Small Cap Bl Index Retirement | MF | — | $1K - $15K |
| Roth IRA ⇒ Pepsico, Inc. (PEP) | ST |
Tax-Deferred
|
$1K - $15K |
| TIAA-Cref retirement plans ⇒ NSHE 401a/414H DC Retirement Plan ⇒ Cref Bond Market | PE |
Tax-Deferred
|
$1K - $15K |
| TIAA-Cref retirement plans ⇒ NSHE 401a/414H DC Retirement Plan ⇒ Cref Stock Fund | PE |
Tax-Deferred
|
$1K - $15K |
| TIAA-Cref retirement plans ⇒ NSHE 401a/414H DC Retirement Plan ⇒ TIAA Real Estate | PE |
Tax-Deferred
|
$1K - $15K |
| TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Bond Market | PE |
Tax-Deferred
|
$1K - $15K |
| TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ Cref Inflation-Linked Bond | PE |
Tax-Deferred
|
$1K - $15K |
| TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref International Equity Fund | PE |
Tax-Deferred
|
$1K - $15K |
| TIAA-Cref retirement plans ⇒ University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Traditional | PE |
Tax-Deferred
|
$1K - $15K |
| University of California Retirement Program ⇒ UC Bond | PE |
Tax-Deferred
|
$1K - $15K |
| University of California Retirement Program ⇒ UC International Equity Index | PE |
Tax-Deferred
|
$1K - $15K |
| University of California Retirement Program ⇒ UC Pathway 2035 Fund | PE |
Tax-Deferred
|
$1K - $15K |
| University of California Retirement Program ⇒ UC Savings Fund | PE |
Tax-Deferred
|
$1K - $15K |
| University of California Retirement Program ⇒ UC TIPS Fund | PE |
Tax-Deferred
|
$1K - $15K |
| University of California Retirement Program ⇒ University of CA 403(b) plan | PE |
Tax-Deferred
|
$1K - $15K |
| College Savings 529 Dependent Child 3 ⇒ Vanguard Total Bond Market II Index Fund | MF |
Tax-Deferred
|
$1 - $1K |
| College Savings 529 Dependent Child 3 ⇒ Vanguard Total International Bond Index Fund | MF |
Tax-Deferred
|
$1 - $1K |
| College Savings Iowa 529 Dependent Child 2 ⇒ Bond Index Portfolio | MF |
Tax-Deferred
|
$1 - $1K |
| College Savings Iowa 529 Dependent Child 2 ⇒ Growth Portfolio | MF |
Tax-Deferred
|
$1 - $1K |
| IRA ⇒ FDIC Insured Bank Deposit | IH |
Tax-Deferred
|
$1 - $1K |
| Roth IRA ⇒ FDIC insured Bank Deposit | PE |
Tax-Deferred
|
$1 - $1K |
| Roth IRA ⇒ REMS Real Estate Value Opportunity Fund Institutional | MF |
Tax-Deferred
|
$1 - $1K |
| University of California Retirement Program ⇒ UC Emerging Markets Equity | PE |
Tax-Deferred
|
$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)
$300K – $600K
| Description | Amount owed |
|---|---|
| Mortgage on primary residence (UCOP Mortgage) | $250K - $500K |
| Personal loan secured by home (Elizabeth Porter) | $50K - $100K |