Marie Newman
Marie Newman (IL-3) disclosed a net worth range between $2.7M and $10.3M 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.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2021 | 2022-08-04 | $2.7M – $10.3M |
Disclosed assets
The assets Marie Newman 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 |
|---|---|---|---|
| Charles Schwab JT TEN ⇒ Cash | BA |
$5K - $15K
Dividends
|
$1M - $5M |
| Fundrise ⇒ Fundrise | RE |
$5K - $15K
Dividends
|
$250K - $500K |
| Northwestern Mutual Life Insurance | WU | — | $250K - $500K |
| Rollover IRA ⇒ Cash | IH |
Tax-Deferred
|
$250K - $500K |
| Rollover IRA ⇒ Vanguard Growth and Income | MF |
Tax-Deferred
|
$250K - $500K |
| BMO Harris Interest Gold Checking Account | BA | — | $100K - $250K |
| Rollover IRA ⇒ Cash | IH |
Tax-Deferred
|
$100K - $250K |
| Charles Schwab JT TEN ⇒ Invesco QQQ | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| Charles Schwab JT TEN ⇒ SPDR S & P 500 ETF | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| Northwestern Mutual Life Insurance | WU | — | $50K - $100K |
| Northwestern Mutual Life Insurance | WU | — | $50K - $100K |
| Rollover IRA ⇒ Coinbase Global, Inc. - Class A (COIN) | ST |
Tax-Deferred
|
$50K - $100K |
| Rollover IRA ⇒ Fidelity Freedom 2030 Fund | MF |
Tax-Deferred
|
$50K - $100K |
| Rollover IRA ⇒ SPDR Dow Jones | EF |
Tax-Deferred
|
$50K - $100K |
| Rollover IRA ⇒ SPDR S & P 500 | EF |
Tax-Deferred
|
$50K - $100K |
| Rollover IRA ⇒ SPDR S&P 500 ETF | EF |
Tax-Deferred
|
$50K - $100K |
| Securian 401K ⇒ TIAA-CREF LC index 2030 | MF |
Tax-Deferred
|
$50K - $100K |
| Acorn Moderately Aggressive Fund | MF |
Capital Gains
|
$15K - $50K |
| Charles Schwab JT TEN ⇒ Glenmede Quant US Large | MF |
Dividends
|
$15K - $50K |
| Charles Schwab JT TEN ⇒ The Consumer Staples Select Sector SPDR Fund | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Northwestern Mutual Life Insurance | WU | — | $15K - $50K |
| Northwestern Mutual Life Insurance | WU | — | $15K - $50K |
| PowerShares QQQ Trust, Series 1 | EF |
$5K - $15K
Capital Gains
|
$15K - $50K |
| Rollover IRA ⇒ Amazon.com, Inc. (AMZN) | ST |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Apple Inc. (AAPL) | ST |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Artisan International Fund Investor Class | MF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Best Buy Co., Inc. (BBY) | ST |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Financial Select Sector SPDR Fund | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Global X Autonom Electric Vehicle | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Global X Lithium Battery | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Hodges Small Cap Fund Retail Class | MF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ INVESCO QQQ | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Invesco QQQ Trust | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Microsoft Corporation (MSFT) | ST |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Microsoft Corporation (MSFT) | ST |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ SPDR Fund Consumer Staples | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Salesforce, Inc. (CRM) | ST |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Schwab S&P 500 Index Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Schwab US Small Cap | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Simplify U.S. Equity PLUS GBTC ETF (SPBC) | ST |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Starbucks Corporation (SBUX) | ST |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ The Travelers Companies, Inc. (TRV) | ST |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Utilities Select Sector SPDR Fund | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Vanguard Communication Services ETF | EF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Vanguard Equity-Income Fund Admiral Shares | MF |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Walmart Inc. (WMT) | ST |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Walt Disney Company (DIS) | ST |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ Zoom Video Communications, Inc. - Class A (ZM) | ST |
Tax-Deferred
|
$15K - $50K |
| Rollover IRA ⇒ iShares MSCI EAFE Small-Cap ETF | EF |
Tax-Deferred
|
$15K - $50K |
| BMO Harris Everyday Checking Account | BA | — | $1K - $15K |
| BMO Harris Everyday Checking Account | BA | — | $1K - $15K |
| BMO Harris Portfolio Checking Account | BA | — | $1K - $15K |
| BMO Harris Savings Account | BA | — | $1K - $15K |
| Charles Schwab JT TEN ⇒ Coinbase Global, Inc. - Class A (COIN) | ST | — | $1K - $15K |
| Charles Schwab JT TEN ⇒ Vanguard Small-Cap Index Fund | EF | — | $1K - $15K |
| Individual 401(K) ⇒ Cash | IH |
Tax-Deferred
|
$1K - $15K |
| Individual 401(K) ⇒ Schwab U.S. Broad Market ETF | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Activision Blizzard, Inc (ATVI) | ST |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Akebia Therapeutics, Inc. (AKBA) | ST |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ CNA Financial Corporation (CNA) | ST |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Carnival Corporation (CCL) | ST |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Cash | IH |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Chewy, Inc. Class A (CHWY) | ST |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Coca-Cola Company (KO) | ST |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Energy Select Sector SPDR Fund | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ GoPro, Inc. - Class A (GPRO) | ST |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Hippo Holdings Inc. (HIPO) | ST |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Lemonade, Inc. (LMND) | ST |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ NovoCure Limited - Ordinary Shares (NVCR) | ST |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Ryder System, Inc. (R) | ST |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Schwab Emerging Markets | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Schwab Fundamental Emerging Markets | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Schwab Fundamental INL | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Schwab Fundamental US | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Schwab International | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Schwab US Large Cap | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Schwab US Small Cap | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Schwab US TIPS | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ The Real Estate Select Sector SPDR Fund | EF |
Tax-Deferred
|
$1K - $15K |
| Rollover IRA ⇒ Vanguard Intermediate Term Cor | EF |
Tax-Deferred
|
$1K - $15K |
| Patch of Land | RE |
$1K - $2.5K
Interest
|
$1 - $1K |
| Rollover IRA ⇒ Yatra Online, Inc. - Ordinary Shares (YTRA) | ST |
Tax-Deferred
|
$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 |
|---|---|
| Home Mortgage, La Grange, IL (Quicken Loans) | $250K - $500K |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2022-11-21 | COIN ST · Coinbase Global, Inc. - Class A (COIN) | Sell | JT Charles Schwab JT TEN | $1K - $15K | 2022-12-23 | 32d |
| 2022-02-08 | COIN Coinbase global, Inc. - Class A (COIN) | Sell | SP | $1K - $15K | 2022-03-05 | 25d |
| 2022-02-08 | ATVI ST · Activision blizzard, Inc (ATVI) F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | Sell | SP | $1K - $15K | 2022-03-05 | 25d |
| 2022-02-08 | ATVI ST · Activision blizzard, Inc (ATVI) F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | Sell | SP | $1K - $15K | 2022-03-05 | 25d |
| 2022-02-08 | COIN OP · Coinbase global, Inc. - Class A (COIN) F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call | Sell | SP | $1K - $15K | 2022-03-05 | 25d |
| 2022-01-11 | ZM Zoom Video Communications, Inc. - Class A (ZM) | Sell | SP | $15K - $50K | 2022-02-08 | 28d |
| 2022-01-11 | ZM ST · Zoom Video Communications, Inc. - Class A (ZM) F ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA | Sell | SP | $15K - $50K | 2022-02-08 | 28d |
| 2022-01-04 | COIN Coinbase global, Inc. - Class A (COIN) | Buy | JT | $1K - $15K | 2022-02-08 | 35d |
| 2022-01-04 | COIN ST · Coinbase global, Inc. - Class A (COIN) F ILINg S TATUS : New S UbHOLDINg O F : Charles Schwab JT TEN | Buy | JT | $1K - $15K | 2022-02-08 | 35d |
| 2021-12-31 | AAPL Apple Inc. (AAPL) | Sell | SP | $15K - $50K | 2022-02-08 | 39d |
| 2021-12-31 | AAPL ST · Apple Inc. (AAPL) F ILINg S TATUS : New S UbHOLDINg O F : Rollover IRA | Sell | SP | $15K - $50K | 2022-02-08 | 39d |
| 2021-12-29 | BBY ST · best buy Co., Inc. (bbY) F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | Buy | SP | $15K - $50K | 2022-01-08 | 10d |
| 2021-12-29 | BBY best buy Co., Inc. (bbY) | Buy | SP | $15K - $50K | 2022-01-08 | 10d |
| 2021-12-07 | COIN OP · Coinbase global, Inc. - Class A (COIN) F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call | Sell | SP | $1K - $15K | 2022-01-08 | 32d |
| 2021-12-07 | COIN Coinbase global, Inc. - Class A (COIN) | Sell | SP | $1K - $15K | 2022-01-08 | 32d |
| 2021-11-26 | AAPL Apple Inc. (AAPl) | Sell | SP | $15K - $50K | 2021-12-08 | 12d |
| 2021-11-26 | AAPL ST · Apple Inc. (AAPl) F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | Sell | SP | $15K - $50K | 2021-12-08 | 12d |
| 2021-11-24 | CRM Salesforce.com Inc (CRM) | Buy | SP | $15K - $50K | 2021-12-08 | 14d |
| 2021-11-24 | CRM ST · Salesforce.com Inc (CRM) F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | Buy | SP | $15K - $50K | 2021-12-08 | 14d |
| 2021-11-19 | HIPO Hippo Holdings Inc. (HIPO) | Buy | SP | $1K - $15K | 2021-12-08 | 19d |
| 2021-11-19 | HIPO ST · Hippo Holdings Inc. (HIPO) F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | Buy | SP | $1K - $15K | 2021-12-08 | 19d |
| 2021-11-18 | COIN Coinbase global, Inc. - Class A (COIN) | Buy | SP | $15K - $50K | 2021-12-08 | 20d |
| 2021-11-18 | COIN ST · Coinbase global, Inc. - Class A (COIN) F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | Buy | SP | $15K - $50K | 2021-12-08 | 20d |
| 2021-11-11 | DIS Walt Disney Company (DIS) | Buy | SP | $15K - $50K | 2021-12-08 | 27d |
| 2021-11-11 | DIS ST · Walt Disney Company (DIS) F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | Buy | SP | $15K - $50K | 2021-12-08 | 27d |
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 2026-09-09. 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 (2026-09-09). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| YTRA | 3,810 | $3.8K | 0.5% |
| GPRO | 2,631 | $3.7K | 0.5% |
| LMND | 957 | $47.1K | 6.1% |
| R | 837 | $204.8K | 26.7% |
| CNA | 731 | $34.6K | 4.5% |
| DIS | 411 | $42.8K | 5.6% |
| NVCR | 353 | $5.5K | 0.7% |
| MSFT | 330 | $162.5K | 21.2% |
| RIVN | 323 | $5.2K | 0.7% |
| KO | 296 | $25.9K | 3.4% |
| SBUX | 271 | $27.1K | 3.5% |
| COIN | 250 | $43.7K | 5.7% |
| F | 169 | $2.3K | 0.3% |
| AAPL | 150 | $47.3K | 6.2% |
| CHWY | 149 | $3.1K | 0.4% |
| TRV | 108 | $39.7K | 5.2% |
| DOCU | 74 | $4.8K | 0.6% |
| SPOT | 66 | $34.3K | 4.5% |
| MET | 41 | $3.9K | 0.5% |
| BBY | 40 | $3.5K | 0.5% |
| GM | 31 | $2.6K | 0.3% |
| UAA | 19 | $94 | 0.0% |
| DUK | 19 | $2.3K | 0.3% |
| JNJ | 15 | $4K | 0.5% |
| KR | 10 | $575 | 0.1% |
| YETI | 8 | $343 | 0.0% |
| COST | 8 | $7.6K | 1.0% |
| SNAP | 7 | $35 | 0.0% |
| ETN | 5 | $2.1K | 0.3% |
| META | 3 | $1.9K | 0.2% |