Kathy Castor
Representative
FL-14
2025 disclosure
Kathy Castor (FL-14) disclosed a net worth range between $7.9M and $31.9M 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.
Latest net worth (band)
$7.9M – $31.9M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
56
Disclosed liabilities
0
Net worth band by reporting year
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-24 | $7.9M – $31.9M |
| 2024 | 2025-05-15 | $7.6M – $22.6M |
| 2023 | 2024-05-10 | $6.7M – $20.9M |
| 2022 | 2023-05-24 | $5.4M – $14.8M |
| 2021 | 2022-05-19 | $6.4M – $16.8M |
Disclosed assets
The assets Kathy Castor 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.
Disclosed lines
56
Total disclosed (band)
$7.9M – $31.9M
| Description | Type | Income | Value |
|---|---|---|---|
| Franklin Templeton Joint Retirement ⇒ Franklin California High Yield Muni Fd Advisor Class (FVCAX) | MF |
Tax-Deferred
|
$1M - $5M |
| Franklin Templeton Joint Retirement ⇒ Franklin Income Fund Advisor Class (FRIAX) | MF |
Tax-Deferred
|
$1M - $5M |
| Spouse 401K ⇒ Galliard Stable Return Fund C | OT |
Tax-Deferred
|
$1M - $5M |
| Vanguard Joint Retirement ⇒ Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX) | MF |
$15K - $50K
Dividends
|
$1M - $5M |
| Vanguard Joint Retirement ⇒ Vanguard Municipal Money Market Fund (VMSXX) | MF |
$15K - $50K
Dividends
|
$1M - $5M |
| IRA ⇒ US Treasury Money Fund | BA |
$1K - $2.5K
Interest
|
$500K - $1M |
| Spouse 401K ⇒ Lord Abbett Short Duration Income Class R5 (LDLTX) | MF |
Tax-Deferred
|
$500K - $1M |
| E*Trade Brokerage Account ⇒ Vanguard Municipal Money Market Fund (VMSXX) | MF |
$5K - $15K
Dividends
|
$250K - $500K |
| Spouse 401K ⇒ BlackRock Inflation Protected Bond Portfolio - Institutional (BPRIX) | MF |
Tax-Deferred
|
$250K - $500K |
| Vanguard Joint Retirement ⇒ Berkshire Hathaway Inc. New (BRK.B) | ST | — | $250K - $500K |
| E*Trade Brokerage Account ⇒ Amplify CWP Enhanced Dividend Income ETF (DIVO) | EF |
$5K - $15K
Dividends
|
$100K - $250K |
| E*Trade Brokerage Account ⇒ Global X Funds Global X Dow 30 Covered Call ETF | EF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| E*Trade Brokerage Account ⇒ Vanguard Treasury Money Market Fund (VUSXX) | MF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Franklin Templeton Joint Retirement ⇒ Franklin High Yield Tax-Free Income Fund Advisor Class (FHYVX) | MF |
Tax-Deferred
|
$100K - $250K |
| Franklin Templeton Joint Retirement ⇒ Mutual Global Discovery Fund Class Z (MDISX) | MF |
Tax-Deferred
|
$100K - $250K |
| IRA ⇒ T. Rowe Price Cash Reserves Fund (TSCXX) | MF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Spouse 401K ⇒ Principal Global Investors LargeCap S&P 500 Index (-) | OT |
Tax-Deferred
|
$100K - $250K |
| Vanguard Joint Retirement ⇒ Vanguard Federal Money Market Fund | BA | — | $100K - $250K |
| Bank of America Checking | BA |
$1 - $200
Interest
|
$50K - $100K |
| E*Trade Brokerage Account ⇒ T. Rowe Price Tax-Exempt Money Fd (PTEXX) | MF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| E*Trade Brokerage Account ⇒ Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) | MF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| E*Trade Brokerage Account ⇒ Global X NASDAQ 100 Covered Call ETF (QYLD) | EF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| E*Trade Brokerage Account ⇒ Global X S&P 500 Covered Call ETF (XYLD) | EF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| E*Trade Brokerage Account ⇒ JPMorgan Equity Premium Income ETF (JEPI) | EF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| IRA ⇒ T. Rowe Price Dividend Growth Fund - I Class (PDGIX) | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| IRA ⇒ T. Rowe Price Global Growth Stock Fund (RPGEX) | MF |
$2.5K - $5K
Capital Gains
|
$15K - $50K |
| IRA ⇒ T. Rowe Price Value Fund - I Class (TRPIX) | MF |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| Spouse 401K ⇒ | — |
Tax-Deferred
|
$15K - $50K |
| Spouse 401K ⇒ JPMorgan Large Cap Growth Fund R6 (JLGMX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse 401K ⇒ JPMorgan Mid Cap Value Fund-R6 (JMVYX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse 401K ⇒ MFS Value Fund Class R3 (MEIHX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse 401K ⇒ Principal Fds, Inc. International Equity Index Institutional Class (PIDIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Spouse 401K ⇒ Principal US Property Sep Acct (-) | OT |
Tax-Deferred
|
$15K - $50K |
| Spouse 401K ⇒ T. Rowe Price International Discovery Fund - I Class (TIDDX) | MF |
Tax-Deferred
|
$15K - $50K |
| Vanguard Joint Retirement ⇒ Vanguard Div Appreciation ETF (VIG) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Vanguard Joint Retirement ⇒ Vanguard S&P 500 ETF (VOO) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Bank of America Savings | BA |
$1 - $200
Interest
|
$1K - $15K |
| E*Trade Brokerage Account ⇒ E*Trade Savings | BA |
$1 - $200
Interest
|
$1K - $15K |
| Franklin Templeton Joint Retirement ⇒ FIST Equity Income Fund - Advisor Class (FEIFX) | MF |
Tax-Deferred
|
$1K - $15K |
| Franklin Templeton Joint Retirement ⇒ Franklin California Intermediate-Term Tax Free Income Fd Adv Cl (FRCZX) | MF |
Tax-Deferred
|
$1K - $15K |
| Franklin Templeton Joint Retirement ⇒ Franklin Growth Fund Advisor Class (FCGAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Franklin Templeton Joint Retirement ⇒ Franklin Mutual U.S. Mid Cap Value Fund - Advisor Class (FBSAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Franklin Templeton Joint Retirement ⇒ Franklin Rising Dividends Fund Advisor Class (FRDAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Franklin Templeton Joint Retirement ⇒ Franklin Small -Mid Cap Growth Fund Advisor Class (FSGAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Franklin Templeton Joint Retirement ⇒ Franklin U.S. Government Money Fund Class A (FMFXX) | MF |
Tax-Deferred
|
$1K - $15K |
| Franklin Templeton Joint Retirement ⇒ Mutual Shares Corporation Cl Z (MUTHX) | MF |
Tax-Deferred
|
$1K - $15K |
| Spouse 401K ⇒ PIMCO Income Fund Insti Class (PIMIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Spouse 401K ⇒ Principal Fds, Inc. Bond Market Index Class R-3 (PBOIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Spouse 401K ⇒ Principal Fds, Inc. Core Plus Bond Fund, Class A (PRBDX) | MF |
Tax-Deferred
|
$1K - $15K |
| Spouse 401K ⇒ Principal Funds, Inc. Principal LifeTime Hybrid Income Fund, Institutional Class (PHTFX) | MF |
Tax-Deferred
|
$1K - $15K |
| Vanguard Joint Retirement ⇒ Vanguard ESG U.S. Stock ETF (ESGV) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Vanguard Joint Retirement ⇒ Vanguard Financials ETF (VFH) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Vanguard Joint Retirement ⇒ Vanguard High Dividend Yield ETF (VYM) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Vanguard Joint Retirement ⇒ Vanguard Large-Cap ETF (VV) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Vanguard Joint Retirement ⇒ Vanguard Mega Cap Value ETF (MGV) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Vanguard Joint Retirement ⇒ Vanguard Value ETF (VTV) | EF |
$1 - $200
Dividends
|
$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.
No Itemised Liabilities
The latest annual report lists no liability with a disclosed value bracket.
Recent stock trades
Disclosed trades
44
Avg. disclosure lag
34.1 days
Filed past 45-day deadline
6.8%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2024-07-15 | BRKB ST · Berkshire Hathaway Inc. New Common Stock (BRK.B) | Sell | JT Vanguard Joint Retirement | $15K - $50K | 2024-07-15 | 0d |
| 2024-03-28 | BRKB ST · Berkshire Hathaway Inc. New Common Stock (BRK.B) | Sell | JT Vanguard Joint Retirement | $15K - $50K | 2024-03-28 | 0d |
| 2021-07-16 | BRKB ST · berkshire Hathaway Inc. New (bRK.b) F IlINg S TATuS : Amended S ubHOlDINg O F : Vanguard Joint Retirement | Buy | JT | $1K - $15K | 2021-07-29 | 13d |
| 2021-06-25 | BRKB ST · berkshire Hathaway Inc. New (bRK.b) F IlINg S TATuS : Amended S ubHOlDINg O F : Vanguard Joint Retirement | Buy | JT | $1K - $15K | 2021-07-29 | 34d |
| 2021-06-18 | BRKB ST · berkshire Hathaway Inc. New (bRK.b) F IlINg S TATuS : Amended S ubHOlDINg O F : Vanguard Joint Retirement | Buy | JT | $1K - $15K | 2021-07-29 | 41d |
| 2021-06-14 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) F ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account | Buy | JT | $1K - $15K | 2021-06-14 | 0d |
| 2021-05-21 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) F ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account | Buy | JT | $1K - $15K | 2021-06-14 | 24d |
| 2021-04-14 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) F ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account | Buy | JT | $1K - $15K | 2021-04-14 | 0d |
| 2021-04-13 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) F ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account | Buy | JT | $1K - $15K | 2021-04-14 | 1d |
| 2021-04-09 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) F ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account | Buy | JT | $1K - $15K | 2021-04-14 | 5d |
| 2021-03-31 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) F ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account | Buy | JT | $1K - $15K | 2021-04-14 | 14d |
| 2021-03-15 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) F ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account | Buy | JT | $1K - $15K | 2021-04-14 | 30d |
| 2021-02-17 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) F ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account | Buy | JT | $1K - $15K | 2021-02-18 | 1d |
| 2021-02-01 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) F ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account | Buy | JT | $1K - $15K | 2021-02-18 | 17d |
| 2021-01-04 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) F ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account | Buy | JT | $1K - $15K | 2021-01-04 | 0d |
| 2020-11-16 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) F ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account | Buy | JT | $1K - $15K | 2020-12-02 | 16d |
| 2020-10-05 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) F ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account | Buy | JT | $1K - $15K | 2020-10-08 | 3d |
| 2020-09-25 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) F ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account | Buy | JT | $1K - $15K | 2020-10-08 | 13d |
| 2020-09-21 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) F ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account | Buy | JT | $1K - $15K | 2020-10-08 | 17d |
| 2020-08-04 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) F IlINg S TATuS : New | Buy | JT | $1K - $15K | 2020-08-06 | 2d |
| 2020-07-16 | BRKB ST · berkshire Hathaway Inc. New (bRK.b) F IlINg S TATuS : New S ubHOlDINg O F : Vanguard Joint Retirement | Buy | JT | $1K - $15K | 2021-07-27 | 376d late |
| 2020-07-14 | LUV ST · Southwest Airlines Company (luV) F IlINg S TATuS : New | Sell | JT | $1K - $15K | 2020-07-16 | 2d |
| 2020-07-14 | AAL ST · American Airlines group, Inc. (AAl) F IlINg S TATuS : New | Sell | JT | $1K - $15K | 2020-07-16 | 2d |
| 2020-07-14 | AAL American Airlines group, Inc. (AAl) | Sell | JT | $1K - $15K | 2020-07-16 | 2d |
| 2020-07-14 | LUV Southwest Airlines Company (luV) | Sell | JT | $1K - $15K | 2020-07-16 | 2d |
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.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +0.0% | +0.1% | -0.1% |
| 1 month | -3.0% | -0.9% | -2.1% |
| 1 quarter | +3.6% | +3.9% | -0.3% |
| Year to date | +1.7% | +12.3% | -10.6% |
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.