Carolyn Bourdeaux
Carolyn Bourdeaux (GA-7) disclosed a net worth range between $2.7M and $7.9M in their 2021 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 2021
| Year | Filed | Net worth band |
|---|---|---|
| 2021 | 2022-08-12 | $2.7M – $7.9M |
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 Carolyn Bourdeaux itemised in their 2021 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 |
|---|---|---|---|
| Fidelity Rollover IRA ⇒ Fidelity Puritan | MF |
Tax-Deferred
|
$500K - $1M |
| Fidelity Brokerage Account 2 ⇒ Fidelity Intermediate Muni Income | MF |
$5K - $15K
Capital Gains, Dividends
|
$250K - $500K |
| Fidelity Brokerage Account 2 ⇒ Fidelity Zero Total Market Index | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$250K - $500K |
| Fidelity Deferred Annuity ⇒ Fidelity VIP Total Market Index | MF |
Tax-Deferred
|
$250K - $500K |
| Georgia State University ORP ⇒ TIAA-CREF Lifecycle 2030 Fund | MF |
Tax-Deferred
|
$250K - $500K |
| RELX Inc. US Salary Investment Plan (Retirement Plan) ⇒ Vanguard Target Retirement Trust Plus 2025 | MF |
Tax-Deferred
|
$250K - $500K |
| Western Southern SmartSelect Annuity | FN |
Tax-Deferred
|
$250K - $500K |
| Fidelity Brokerage Account 2 ⇒ Experian Plc Ordinary Shares (EXPGF) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Fidelity Brokerage Account 2 ⇒ Fidelity Zero International Index | MF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Fidelity Brokerage Account 2 ⇒ Moody's Corporation (MCO) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Fidelity Deferred Annuity ⇒ PIMCO VT Low Duration | MF |
Tax-Deferred
|
$100K - $250K |
| Georgia State University 457(B) ⇒ TIAA CREF Lifecycle 2035 Fund | MF |
Tax-Deferred
|
$100K - $250K |
| RELX Inc. US Salary Investment Plan (Retirement Plan) ⇒ Vanguard Target Retirement Trust Plus 2030 | MF |
Tax-Deferred
|
$100K - $250K |
| Bank of America Adv Tiered Interest Checking | BA |
$1 - $200
Interest
|
$50K - $100K |
| Fidelity Brokerage Account 2 ⇒ Fidelity Growth Company | MF |
$5K - $15K
Dividends
|
$50K - $100K |
| Fidelity Brokerage Account 2 ⇒ Fidelity Limited Term Muni Income | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$50K - $100K |
| Fidelity Brokerage Account 2 ⇒ Fidelity Total Market Index Premium Cl | MF |
$201 - $1K
Dividends
|
$50K - $100K |
| Fidelity Brokerage Account 2 ⇒ Janus Henderson Forty T | MF |
$5K - $15K
Capital Gains, Dividends
|
$50K - $100K |
| Fidelity Brokerage Account 2 ⇒ Oakmark Fund Investor Class | MF |
$201 - $1K
Capital Gains, Dividends
|
$50K - $100K |
| Fidelity Brokerage Account 2 ⇒ Oracle Corporation (ORCL) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Fidelity Brokerage Account 4 ⇒ Fidelity Inflation Protected Bond Index Premium | MF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| Fidelity Brokerage Account 4 ⇒ Fidelity Inter Treasury Bond Index Premium | MF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Fidelity Brokerage Account 4 ⇒ Fidelity Total Market Index Premium Cl | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$50K - $100K |
| Fidelity Deferred Annuity ⇒ Fidelity VIP International Index | MF |
Tax-Deferred
|
$50K - $100K |
| Moody's Profit Participation Plan (Retirement) ⇒ FID Frdm INX 2025 | MF |
Tax-Deferred
|
$50K - $100K |
| Moody's Profit Participation Plan (Retirement) ⇒ FID Frdm INX 2030 | MF |
Tax-Deferred
|
$50K - $100K |
| Path2College Georgia 529 Plan ⇒ Aggressive Asset Allocation [5P] | — |
Tax-Deferred
|
$50K - $100K |
| Peach State Reserves 401(k) ⇒ Mid Cap Core Stock Index Fund | MF |
Tax-Deferred
|
$50K - $100K |
| Fidelity Brokerage Account 2 ⇒ Fidelity 500 Index Premium Class | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Fidelity Brokerage Account 2 ⇒ Fidelity Government Money Market | BA |
$1 - $200
Dividends
|
$15K - $50K |
| Fidelity Brokerage Account 2 ⇒ Janus Henderson Triton T | MF |
$5K - $15K
Capital Gains, Dividends
|
$15K - $50K |
| Fidelity Brokerage Account 2 ⇒ T Rowe Price Health Sciences | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Fidelity Brokerage Account 2 ⇒ Verisk Analytics, Inc. (VRSK) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Fidelity Brokerage Account 3 ⇒ Fidelity Limited Term Muni Bonds | MF |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Fidelity Brokerage Account 3 ⇒ Fidelity Zero Total Market Index | MF |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Fidelity Brokerage Account 3 ⇒ T Rowe Price Health Sciences | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Fidelity Brokerage Account 4 ⇒ Fidelity International Index Premium Class | MF |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Fidelity Brokerage Account 4 ⇒ Fidelity Real Estate Index Premium Cl | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Fidelity Inherited IRA ⇒ Fidelity Convertible Securities | MF |
Tax-Deferred
|
$15K - $50K |
| Fidelity Inherited IRA ⇒ Fidelity Puritan | MF |
Tax-Deferred
|
$15K - $50K |
| Fidelity Roth IRA ⇒ Fidelity Puritan | MF |
Tax-Deferred
|
$15K - $50K |
| Georgia State University ORP ⇒ TIAA Real Estate Account | RE |
Tax-Deferred
|
$15K - $50K |
| Georgia State University ORP ⇒ TIAA Traditional Annuity | FN |
Tax-Deferred
|
$15K - $50K |
| Peach State Reserves 401(k) ⇒ Large Cap Value Stock Index Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Peach State Reserves 401(k) ⇒ Lifecycle 2040 Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Peach State Reserves 457(B) ⇒ Large Cap Value Stock Index Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Peach State Reserves 457(B) ⇒ Lifecycle 2040 Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Peach State Reserves 457(B) ⇒ Mid Cap Core Stock Index Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Platinum Money Market Savings | BA |
$1 - $200
Interest
|
$15K - $50K |
| RELX Inc. US Salary Investment Plan (Retirement Plan) ⇒ Vanguard Target Retirement 2040 | MF |
Tax-Deferred
|
$15K - $50K |
| Bank of America Checking Account | BA | — | $1K - $15K |
| Bank of America Interest Checking | BA |
$1 - $200
Interest
|
$1K - $15K |
| Bank of America Reward Saving | BA |
$1 - $200
Interest
|
$1K - $15K |
| Edward Jones Investment Account ⇒ American Growth Fund of America | MF |
$1 - $200
Capital Gains, Dividends
|
$1K - $15K |
| Edward Jones Investment Account ⇒ American Income Fund of America | MF |
$1 - $200
Capital Gains, Dividends
|
$1K - $15K |
| Edward Jones Investment Account ⇒ American New World CL A | MF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Edward Jones Investment Account ⇒ American Small Cap World Cl A | MF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Edward Jones Investment Account ⇒ American Washington Mutual Investors | MF |
$1 - $200
Capital Gains, Dividends
|
$1K - $15K |
| Edward Jones Investment Account ⇒ Edward Jones Money Market Investment Shares | BA | — | $1K - $15K |
| Fidelity Brokerage Account 2 ⇒ J Sainsbury Plc Ord Ordinary Shares (JSNSF) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Fidelity Brokerage Account 2 ⇒ TransUnion (TRU) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Fidelity Brokerage Account 4 ⇒ Fidelity Cash Account | BA |
$1 - $200
Interest
|
$1K - $15K |
| Fidelity Brokerage Account 4 ⇒ Fidelity Emerging Mkts Index Premium | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| Fidelity Cash Account | BA | — | $1K - $15K |
| Fidelity Inherited IRA ⇒ Fidelity Govt Money Market | BA |
Tax-Deferred
|
$1K - $15K |
| Fidelity Inherited IRA ⇒ Fidelity Intermediate Treasury Bond Index Fund | MF |
Tax-Deferred
|
$1K - $15K |
| Peach State Reserves 401(k) ⇒ Target Maturity Bond Fund 2022 | MF |
Tax-Deferred
|
$1K - $15K |
| Peach State Reserves 401(k) ⇒ Target Maturity Bond Fund 2024 | MF |
Tax-Deferred
|
$1K - $15K |
| Peach State Reserves 457(B) ⇒ Small Cap Core Stock Index Fund | MF |
Tax-Deferred
|
$1K - $15K |
| Wright Patman Congressional Federal Credit Union Savings Account | BA |
$1 - $200
Interest
|
$1K - $15K |
| Bank of America Joint Checking Account | BA | — | $1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2021 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Mortgage (Better Mortgage Corporation) | $250K - $500K |
| Mortgage (Wright Patman Congressional Federal Credit Union) | $250K - $500K |