Jim Salegui Net Worth & Financial Disclosure

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Annual financial disclosure for 2025, filed May 23, 2025. Includes 13 assets and 1 liabilities.

Year:

2025

Est. Net Worth

$61K

2025 annual disclosure

Total Assets

$217K - $655K

13 assets

Total Liabilities

$250K - $500K

1 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Mutual Funds$355K (9)

Other$41K (2)

Bank & Cash$33K (1)

Retirement & Pension$8K (1)

All Assets (13)

Asset	Type	Owner	Value	Income
Bank Accounts	Bank & Cash	Self	$15,001 - $50,000	Interest $2,501 - $5,000
JPMorgan Liquid Assets Money Market Fund Premier Shares (PJLXX)(PJLXX)	Mutual Funds	Self	$100,001 - $250,000	None
401k with Former Employer ⇒ AT LifeStyle Aggressive	Other	Self	$1,001 - $15,000	None
401k with Former Employer ⇒ BlackRock LifePath Fund 2045	Other	Self	$15,001 - $50,000	None
ROTH IRA ⇒ Fidelity Select Technology (FSPTX)(FSPTX)	Mutual Funds	Self	$1,001 - $15,000	None
ROTH IRA ⇒ Select Enterprise Technology Services Portfolio (FBSOX)(FBSOX)	Mutual Funds	Self	$1,001 - $15,000	None
Traditional IRA ⇒ Cash position	Retirement & Pension	Self	$1,001 - $15,000	None
Traditional IRA ⇒ Dodge & Cox Stock Fund - Class I (DODGX)(DODGX)	Mutual Funds	Self	$1,001 - $15,000	None
Traditional IRA ⇒ Fidelity 500 Index Fund (FXAIX)(FXAIX)	Mutual Funds	Self	$50,001 - $100,000	None
Traditional IRA ⇒ Fidelity Europe Fund (FIEUX)(FIEUX)	Mutual Funds	Self	$1,001 - $15,000	None
Traditional IRA ⇒ Fidelity Select Technology (FSPTX)(FSPTX)	Mutual Funds	Self	$1,001 - $15,000	None
Traditional IRA ⇒ Fidelity Water Sustainability Fund (FLOWX)(FLOWX)	Mutual Funds	Self	$15,001 - $50,000	None
Traditional IRA ⇒ Harbor Capital Appreciation Fund Insti Cl (HACAX)(HACAX)	Mutual Funds	Self	$15,001 - $50,000	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Rate, Inc	mortgage	$250,001 - $500,000	—	—

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).