Maria Dunn Net Worth & Financial Disclosure

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Annual financial disclosure for 2024, filed October 3, 2024. Includes 17 assets.

Year:

2024

Est. Net Worth

$6.7M

2024 annual disclosure

Total Assets

$3.3M - $10M

17 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Mutual Funds$3M (1)

Bank & Cash$1.5M (3)

Other$1.2M (7)

Stocks$774K (4)

Real Estate$175K (1)

Retirement & Pension$33K (1)

All Assets (17)

Asset	Type	Owner	Value	Income
401(k) Savings Plan ⇒ Vanguard 500 Index Fund Institutional Select Shares (VFFSX)(VFFSX)	Mutual Funds	Self	$1,000,001 - $5,000,000	Tax-Deferred
403(b)	Other	Spouse	$15,001 - $50,000	Capital Gains, Capital losses
529s TX	Other	Self	$15,001 - $50,000	Tax-Deferred
Annuity	Other	Self	$500,001 - $1,000,000	Annuity
Brokerage Accounts ⇒ 3M Company Common Stock (MMM)(MMM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Brokerage Accounts ⇒ Cash Deposits Money Market	Bank & Cash	Self	$250,001 - $500,000	Interest $5,001 - $15,000
Brokerage Accounts ⇒ Certificates of Deposit	Bank & Cash	Self	$250,001 - $500,000	Interest $15,001 - $50,000
Brokerage Accounts ⇒ Options	Other	Self	$100,001 - $250,000	None
Brokerage Accounts ⇒ Performance Unit shares	Other	Self	$100,001 - $250,000	None
Brokerage Accounts ⇒ Phillips 66 Common Stock (PSX)(PSX)	Stocks	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
Brokerage Accounts ⇒ U.S. Bancorp Common Stock (USB)(USB)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Brokerage Accounts ⇒ Walt Disney Company (DIS)(DIS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cash Deposits Money Market	Bank & Cash	Self	$500,001 - $1,000,000	Interest $2,501 - $5,000
HSA Investment Account	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
LLC Key Colony Beach / Monroe, FL, US	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
Overriding royalty Kay County, OK, US	Other	Spouse	N/A	royalty $5,001 - $15,000
Teachers' Retirement	Retirement & Pension	Spouse	$15,001 - $50,000	None

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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).