Lori Trahan
Lori Trahan (MA-3) disclosed a net worth range between -$7.1M and $48.9M in their 2025 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 |
|---|---|---|
| 2025 | 2026-08-12 | -$7.1M – $48.9M |
| 2024 | 2026-08-12 | -$2M – $49.6M |
| 2023 | 2024-08-01 | $345K – $44.5M |
| 2022 | 2023-08-12 | $238K – $43.7M |
| 2021 | 2023-08-12 | -$2.3M – $25.1M |
Disclosed assets
The assets Lori Trahan 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 |
|---|---|---|---|
| Merrimac Commons Rental Associates LLC, 50% Interest | RP |
$100K - $1M
Partnership Income
|
$5M - $25M |
| LT Realty, LLC ⇒ Residential Property Located in Washington, DC | RP |
$15K - $50K
Rent
|
$1M - $5M |
| Merrimac Landing Rental Associates LLC, 50% Interest | OL |
$100K - $1M
Partnership Income
|
$1M - $5M |
| Rental Associates Realty trust, 50% Interest | OL |
$100K - $1M
Partnership Income
|
$1M - $5M |
| Village Meadow Development Inc. | RP | — | $1M - $5M |
| Fidelity 401K ⇒ Vanguard Growth ETF (VUG) | EF |
Tax-Deferred
|
$500K - $1M |
| Lowell Five Cent Savings Bank - Money Market & Checking | BA |
$201 - $1K
Interest
|
$500K - $1M |
| Middlesex Land Holdings LLC | RP |
$100K - $1M
Partnership Income
|
$500K - $1M |
| Regency Woods Development Inc. | OL |
$15K - $50K
Partnership Income
|
$500K - $1M |
| Shirley Station Development Inc. | OL | — | $500K - $1M |
| Thrift Savings Plan | OT |
Tax-Deferred
|
$500K - $1M |
| Fidelity 401K ⇒ Vanguard High Dividend Yield ETF (VYM) | EF |
Tax-Deferred
|
$250K - $500K |
| Fidelity SEP-IRA ⇒ Vanguard Growth ETF (VUG) | EF |
Tax-Deferred
|
$250K - $500K |
| Fidelity SEP-IRA ⇒ Vanguard High Dividend Yield ETF (VYM) | EF |
Tax-Deferred
|
$250K - $500K |
| Middlesex Building Associates, LLC | OL | — | $250K - $500K |
| Fidelity 401K ⇒ Vanguard FTSEEuropean ETF (VGK) | EF |
Tax-Deferred
|
$100K - $250K |
| Fidelity SEP-IRA ⇒ Vanguard FTSEEuropean ETF (VGK) | EF |
Tax-Deferred
|
$100K - $250K |
| Granite Rock Construction & Development Inc, 50% Interest | OL | — | $100K - $250K |
| Lincoln Financial Partners LLC, 50% Interest | OL |
$201 - $1K
Partnership Income
|
$100K - $250K |
| Sherburne Rental Associates LLC | RP | — | $100K - $250K |
| Fidelity 401K ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) | EF |
Tax-Deferred
|
$50K - $100K |
| DCT Development Inc, 100% Interest | OL |
$100K - $1M
S Corp
|
$15K - $50K |
| Fidelity 401K ⇒ Fidelity Cash Reserves (FDRXX) | MF |
Tax-Deferred
|
$15K - $50K |
| Fidelity SEP-IRA ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) | EF |
Tax-Deferred
|
$15K - $50K |
| Granite Rock Management LLC, 50% Interest | OL |
$2.5K - $5K
Partnership Income
|
$15K - $50K |
| Lowell Building Associates LLC, 50% Interest | OL |
$1K - $2.5K
Partnership Income
|
$15K - $50K |
| Lowell Five Cent Savings Bank - Checking | BA | — | $15K - $50K |
| Congressional Federal Credit Union | BA | — | $1K - $15K |
| Fidelity Brokerage ⇒ Fidelity - Cash | BA | — | $1K - $15K |
| Fidelity SEP-IRA ⇒ Fidelity Cash Reserves (FDRXX) | MF |
Tax-Deferred
|
$1K - $15K |
| LT Realty, LLC ⇒ Lowell Five Cent Savings Bank - Checking | BA | — | $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 |
|---|---|
| Construction loan - personal guarantee - Privately Held company (Lowell Five Cent Savings Bank) | $1M - $5M |
| Construction loan - personal guarantee - Privately Held company (Lowell Five Cent Savings Bank) | $1M - $5M |
| Construction loan - personal guarantee - Privately Held company (Lowell Five Cent Savings Bank) | $1M - $5M |
| Construction loan - personal guarantee - Privately Held company (Lowell Five Cent Savings Bank) | $500K - $1M |
| Construction loan - personal guarantee- Privately held company (Lowell Five Cent Savings Bank) | $500K - $1M |
| Line of Credit (Lowell Five Cent Savings Bank) | $500K - $1M |
| Construction loan - personal guarantee - Privately Held company (Lowell Five Cent Savings Bank) | $250K - $500K |
| Construction loan - personal guarantee - Privately Held company (Lowell Five Cent Savings Bank) | $250K - $500K |
| Construction loan - personal guarantee - Privately Held company (Lowell Five Cent Savings Bank) | $250K - $500K |
| Home Equity Line of Credit (Lowell Five Cent Savings Bank) | $250K - $500K |
| Construction loan - personal guarantee - Privately Held company (Lowell Five Cent Savings Bank) | $100K - $250K |
| Home Equity Line of Credit (Lowell Five Cent Savings Bank) | $100K - $250K |
| Mortgage on real estate owned in a closely held partnership (Lowell Five Cent Savings Bank) | $100K - $250K |
Recent stock trades
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 2026-09-04. 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 (2026-09-04). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
No Reconstructed Holdings
No open positions could be reconstructed from this member's disclosed trades.