MSFT is about 98% of the disclosed dollars
By the midpoints of the disclosed ranges, 59 MSFT trades add up to about $168.8M of $172M. 13 of the 13 trades over $1M were in MSFT.
Suzan K. DelBene (WA-1) disclosed a net worth range between $50.5M and $206.3M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
By the midpoints of the disclosed ranges, 59 MSFT trades add up to about $168.8M of $172M. 13 of the 13 trades over $1M were in MSFT.
The median trade was disclosed 31 days after it was made, and 7 of 193 trades took longer than the STOCK Act deadline.
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
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.
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-14 | $50.5M – $206.3M |
| 2024 | 2025-05-15 | $55.5M – $216.6M |
| 2023 | 2024-06-20 | $50.6M – $191.5M |
| 2022 | 2023-06-14 | $57.7M – $232.9M |
| 2021 | 2022-05-15 | $57.2M – $220.3M |
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2024-08-31 | MSFT ST · Microsoft Corporation - Common Stock (MSFT) | Sell | JT | $100K - $250K | 2024-09-09 | 9d |
| 2024-02-29 | MSFT ST · Microsoft Corporation - Common Stock (MSFT) | Sell | SP | $100K - $250K | 2024-03-08 | 8d |
| 2023-08-31 | MSFT ST · Microsoft Corporation (MSFT) | Sell | SP | $500K - $1M | 2023-09-11 | 11d |
| 2023-08-30 | MSFT ST · Microsoft Corporation (MSFT) | Sell | SP | $250K - $500K | 2023-09-11 | 12d |
| 2022-02-09 | MSFT OT · Forward Contract (MSFT) | Buy | SP | $5M - $25M | 2022-03-09 | 28d |
| 2021-10-18 | MSFT ST · Microsoft Corporation (MSFT) | Sell | SP | $5M - $25M | 2021-10-29 | 11d |
| 2021-09-03 | MSFT ST · Microsoft Corporation (MSFT) | Sell | SP | $5M - $25M | 2021-10-15 | 42d |
| 2021-08-31 | MSFT ST · Microsoft Corporation (MSFT) | Buy | SP | $5M - $25M | 2021-09-15 | 15d |
| 2021-08-30 | MSFT ST · Microsoft Corporation (MSFT) | Buy | SP | $250K - $500K | 2021-09-15 | 16d |
| 2021-07-02 | MSFT ST · Microsoft Corporation (MSFT) | Buy | SP | $1K - $15K | 2021-08-06 | 35d |
| 2021-03-31 | MSFT ST · Microsoft Corporation (MSFT) | Buy | JT | $1K - $15K | 2021-04-13 | 13d |
| 2021-03-04 | MSFT ST · Microsoft Corporation (MSFT) | Sell | SP | $500K - $1M | 2021-04-13 | 40d |
| 2020-12-01 | MSFT ST · Microsoft Corporation (MSFT) | Sell | SP | $250K - $500K | 2021-01-13 | 43d |
| 2020-09-30 | MSFT ST · Microsoft Corporation (MSFT) | Buy | SP | $1K - $15K | 2020-11-09 | 40d |
| 2020-09-02 | MSFT ST · Microsoft Corporation (MSFT) | Sell | SP | $5M - $25M | 2020-11-09 | 68d late |
| 2020-08-31 | MSFT ST · Microsoft Corporation (MSFT) | Buy | SP | $5M - $25M | 2020-09-14 | 14d |
| 2020-07-28 | MSFT ST · Microsoft Corporation (MSFT) | Sell | SP | $1M - $5M | 2020-08-10 | 13d |
| 2020-07-28 | MSFT ST · Microsoft Corporation (MSFT) | Sell | JT | $1M - $5M | 2020-08-10 | 13d |
| 2020-06-30 | MSFT ST · Microsoft Corporation (MSFT) | Buy | SP | $1K - $15K | 2020-07-15 | 15d |
| 2020-03-31 | MSFT ST · Microsoft Corporation (MSFT) | Buy | SP | $1K - $15K | 2020-04-14 | 14d |
| 2020-03-02 | MSFT ST · Microsoft Corporation (MSFT) | Buy | SP | $500K - $1M | 2020-04-14 | 43d |
| 2019-12-31 | MSFT ST · Microsoft Corporation (MSFT) | Buy | SP | $1K - $15K | 2020-01-15 | 15d |
| 2019-10-25 | MN ST · Manning & Napier, Inc. Class a (MN) | Sell | SP | $100K - $250K | 2019-11-14 | 20d |
| 2019-09-30 | MSFT ST · Microsoft Corporation (MSFT) | Buy | SP | $1K - $15K | 2019-10-15 | 15d |
| 2019-09-04 | MSFT ST · Microsoft Corporation (MSFT) | Sell | SP | $5M - $25M | 2019-10-15 | 41d |
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-11-06. 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.
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-11-06). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
No open positions could be reconstructed from this member's disclosed trades.
The assets Suzan K. DelBene 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 |
|---|---|---|---|
| Columbia Pacific Income Fund II | HE | — | $5M - $25M |
| GRRTS LTD ⇒ Residential Real Estate | RP | — | $5M - $25M |
| Caprock PSP V | HE | — | $1M - $5M |
| Caprock Real Estate Opportunities I LP | HE | — | $1M - $5M |
| Cascade Private Capital Fund (CPEFX) | MF |
$50K - $100K
Dividends
|
$1M - $5M |
| Cliffwater Corporate Lending Fund Class I (CCLFX) | MF |
$100K - $1M
Dividends
|
$1M - $5M |
| Cliffwater Enhanced Lending Fund Class I (CELFX) | MF |
$100K - $1M
Dividends
|
$1M - $5M |
| Fid GR Co Pool CL S | OT |
Tax-Deferred
|
$1M - $5M |
| Fortress Credit Realty Income Trust Class B | HE |
$100K - $1M
Dividends
|
$1M - $5M |
| GRRTS LTD ⇒ Residential Real Estate | RP | — | $1M - $5M |
| PIMCO Dynamic Bond Fund Class INSTL (PFIUX) | MF |
Tax-Deferred
|
$1M - $5M |
| Pacific Co B1 Bond - Villa del Sol | HE |
$100K - $1M
Interest
|
$1M - $5M |
| Pacific West Real Estate Income LLC | HE |
$50K - $100K
Dividends
|
$1M - $5M |
| Redwood Kairos Real Estate Fund VIII | HE |
$5K - $15K
Dividends
|
$1M - $5M |
| Security Properties Multi-Family Fund VI | HE | — | $1M - $5M |
| Security Properties Multi-Family Fund VII | HE |
$15K - $50K
Dividends
|
$1M - $5M |
| TriLinc Global Impact Fund | HE | — | $1M - $5M |
| Vanguard FTSE All-World ex-US Index Fund Insti Shs (VFWSX) | MF |
Tax-Deferred
|
$1M - $5M |
| Vanguard Institutional 500 Index Trust | OT |
Tax-Deferred
|
$1M - $5M |
| Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | MF |
Tax-Deferred
|
$1M - $5M |
| Vanguard S&P 500 ETF (VOO) | EF |
$15K - $50K
Dividends
|
$1M - $5M |
| Vanguard Small Cap Index Fd Admiral Shs (VSMAX) | MF |
Tax-Deferred
|
$1M - $5M |
| Vanguard Total Stock Market ETF (VTI) | EF |
$50K - $100K
Capital Gains, Dividends
|
$1M - $5M |
| Vertical Ventures Co-Investment Fund II | HE |
$50K - $100K
Dividends
|
$1M - $5M |
| Vision Ridge Sustainable Asset Fund III | HE | — | $1M - $5M |
| iShares Core S&P U.S. Growth ETF (IUSG) | EF |
$15K - $50K
Dividends
|
$1M - $5M |
| iShares Core S&P U.S. Value ETF (IUSV) | EF |
$15K - $50K
Dividends
|
$1M - $5M |
| ArcTern Ventures Fund III | HE |
$50K - $100K
Capital Gains
|
$500K - $1M |
| BGH 24, LLC ⇒ Residential Real Estate | DO |
$5K - $15K
Interest
|
$500K - $1M |
| BalFour Place Investors, LLC ⇒ Residential Real Estate Investment | OL | — | $500K - $1M |
| GRRTS LTD ⇒ Residential Real Estate | OL | — | $500K - $1M |
| Harbor International Fund Insti Cl (HAINX) | MF |
$5K - $15K
Dividends
|
$500K - $1M |
| Invision Capital III | HE | — | $500K - $1M |
| Pacific Co B1 Bond - Martha Gardens 06/01/2027 | HE |
$15K - $50K
Interest
|
$500K - $1M |
| Vanguard FTSE Emerging Markets ETF (VWO) | EF |
$50K - $100K
Capital Gains, Dividends
|
$500K - $1M |
| Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | MF |
Tax-Deferred
|
$500K - $1M |
| Vanguard Mid-Cap ETF (VO) | EF |
$5K - $15K
Dividends
|
$500K - $1M |
| Vanguard Short-Term Bond Index Fd Instl Plus (VBIPX) | MF |
Tax-Deferred
|
$500K - $1M |
| Vanguard Small-Cap ETF (VB) | EF |
$5K - $15K
Dividends
|
$500K - $1M |
| Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov. 1, 2029 | GS |
$15K - $50K
Interest
|
$250K - $500K |
| Columbia Pacific Income Fund II | HE |
Tax-Deferred
|
$250K - $500K |
| Global Partnerships Impact First Fund 10 LLC senior note | HE |
$1K - $2.5K
Interest
|
$250K - $500K |
| Global Partnerships Impact First Fund 10 limited recourse note | HE | — | $250K - $500K |
| Gryphon Mezzanine Partners II | HE |
$15K - $50K
Dividends
|
$250K - $500K |
| Illinois State Sales Tax Rev JR Oblig 4.00% Due Jun 15 2030 | GS |
$5K - $15K
Interest
|
$250K - $500K |
| Kimpact Evergreen Real Estate Fund | HE |
$5K - $15K
Dividends
|
$250K - $500K |
| Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27 | GS | — | $250K - $500K |
| Matthews Asia Dividend Fund Insti Class (MIPIX) | MF |
$50K - $100K
Capital Gains, Dividends
|
$250K - $500K |
| Michigan ST HSG Dev Auth Single Family 1.25% Due 6/1/2027 | GS |
$5K - $15K
Interest
|
$250K - $500K |
| New York N Y City Transitional Fin 5.00% Due Feb 1, 2032 | GS |
$15K - $50K
Interest
|
$250K - $500K |
| New York New Y Cl 2.6% Mult HSG Due 05/01/26 | GS |
$5K - $15K
Interest
|
$250K - $500K |
| North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 | GS |
$5K - $15K
Capital Gains, Interest
|
$250K - $500K |
| Pacific Co B1 Bond - San Marcos 10/4/27 | HE | — | $250K - $500K |
| Pacific Co B1 Bond - Stevens Creek | HE |
$15K - $50K
Interest
|
$250K - $500K |
| Pennybacker VI | HE | — | $250K - $500K |
| Philadelphia PA SCH Dist Go BDS 5.00% Due 09/01/2027 | GS |
$15K - $50K
Interest
|
$250K - $500K |
| Redwood Kairos Real Estate Fund VI | HE | — | $250K - $500K |
| SPDR S&P 500 (SPY) | EF |
Tax-Deferred
|
$250K - $500K |
| Seattle WA MN Lt Var Rate Util Due 5/1/45 | GS |
$15K - $50K
Interest
|
$250K - $500K |
| Security Properties Augusta, LLC | HE |
$15K - $50K
Dividends
|
$250K - $500K |
| Security Properties TriRock | HE |
$5K - $15K
Dividends
|
$250K - $500K |
| Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | GS | — | $250K - $500K |
| Spring TX Isd 4%31 Go Utx Due 08/15/31 | GS |
$15K - $50K
Interest
|
$250K - $500K |
| TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | GS |
$15K - $50K
Interest
|
$250K - $500K |
| Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 | GS | — | $250K - $500K |
| Tennessee Energy Ac 5%35 Edr Idr Due 12/01/35 | GS |
$2.5K - $5K
Interest
|
$250K - $500K |
| Triborough Bridge & 4%31 SPL Tax Due 11/15/31 | GS |
$5K - $15K
Interest
|
$250K - $500K |
| University Kans Hos 4%36 SYST HLTH Due 03/01/36 | GS |
$5K - $15K
Interest
|
$250K - $500K |
| University Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036 | GS |
$5K - $15K
Interest
|
$250K - $500K |
| Vision Ridge Sustainable Asset Fund IV | HE | — | $250K - $500K |
| Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 | GS | — | $250K - $500K |
| Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | GS |
$5K - $15K
Interest
|
$250K - $500K |
| Wise CNTY VA Indl Dev Auth Solid Waste 3.80 % Due Nov 1, 2040 | GS |
$15K - $50K
Capital Gains, Interest
|
$250K - $500K |
| Fid Contra Pool CL 3 | OT |
Tax-Deferred
|
$100K - $250K |
| Fidelity Treasury Money Market Fund (FZFXX) | MF |
Tax-Deferred
|
$100K - $250K |
| Gryphon Mezzanine Partners | HE | — | $100K - $250K |
| Redwood Kairos Real Estate Fund IV | HE |
$5K - $15K
Dividends
|
$100K - $250K |
| SPDR S&P 500 (SPY) | EF |
Tax-Deferred
|
$100K - $250K |
| Vanguard Institutional 500 Index Trust | OT |
Tax-Deferred
|
$100K - $250K |
| BGH 24, LLC ⇒ Residential Real Estate | DO |
$1K - $2.5K
Interest
|
$50K - $100K |
| Fidelity Municipal Money Market Fund (FTEXX) | MF |
$1K - $2.5K
Interest
|
$50K - $100K |
| Fidelity Taxable Interest Bearing Cash Option (FCASH) | BA |
$201 - $1K
Interest
|
$50K - $100K |
| Fidelity Taxable Interest Bearing Cash Option (FCASH) | BA |
$1K - $2.5K
Interest
|
$50K - $100K |
| Fidelity Treasury Money Market Fund (FZFXX) | MF |
Tax-Deferred
|
$50K - $100K |
| Merrill Lynch Cash Account | BA |
$2.5K - $5K
Interest
|
$50K - $100K |
| Fidelity Taxable Interest Bearing Cash Option (FCASH) | BA |
$2.5K - $5K
Interest
|
$15K - $50K |
| Fidelity Treasury Money Market Fund (FZFXX) | MF |
Tax-Deferred
|
$15K - $50K |
| PIMCO Total Return | OT |
Tax-Deferred
|
$15K - $50K |
| SPDR S&P 500 (SPY) | EF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab Cash Account | BA |
$201 - $1K
Interest
|
$1K - $15K |
| Schwab Value Advantage Money Fund (SWVXX) | MF |
$201 - $1K
Interest
|
$1K - $15K |
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.
The latest annual report lists no liability with a disclosed value bracket.