Thomas R. Carper Net Worth & Financial Disclosure

senate

Annual financial disclosure for 2024, filed January 16, 2025. Includes 209 assets and 2 liabilities.

Year:

2024

Est. Net Worth

$9.8M

2024 annual disclosure

Total Assets

$4.6M - $15.1M

209 assets

Total Liabilities

2 liabilities

Total Trades

1,850

From PTR filings

Trade Volume

$25.1M

Midpoint of disclosed ranges

Assets by Category

Other$5M (21)

Bank & Cash$248K (4)

Top Stock Holdings (from trades)

JPMorgan Chase & Co.JPM

$1M

Barclays PLCBCS

$633K

HSBC Holdings plcHSBC

DuPont de Nemours, Inc.DD

$300K

Apple Inc.AAPL

$212K

Credit Suisse Group AGCS

$195K

Goldman Sachs Access Treasury 0-1 Year ETFGBIL

$186K

All Assets (209)

Asset	Type	Owner	Value	Income
Morgan Stanley Bank NA Kansas City, Missouri	Bank & Cash	Self	$1,001 - $15,000	Interest
DUK - Duke Energy Corporation (NYSE)(DUK)	Other	Self	$15,001 - $50,000	Dividends $201 - $1,000
LNC - Lincoln National Corporation (NYSE)(LNC)	Other	Self	$50,001 - $100,000	Dividends $5,001 - $15,000
ENB-Enbridge Inc.	Other	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
SPDR S&P 500 ETF Trust	Other	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
MDY-SPDR S&P MidCap 400	Other	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
AACFX - Invesco Greater China Fund Cl A(AACFX)	Other	Self	$15,001 - $50,000	Dividends, Capital Gains
DOW - Dow Inc.(DOW)	Other	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
CTVA - Corteva, Inc.(CTVA)	Other	Self	$15,001 - $50,000	Dividends $201 - $1,000
DD - DuPont de Nemours, Inc.(DD)	Other	Self	$15,001 - $50,000	Dividends $201 - $1,000
CC-The Chemours Company	Other	Self	$1,001 - $15,000	Dividends
Citizens Bank Wilmington, Delaware	Bank & Cash	Joint	$100,001 - $250,000	Interest
M & T Bank Wilmington, Delaware	Bank & Cash	Joint	$15,001 - $50,000	Interest
Rental Property	Other	Joint	$500,001 - $1,000,000	Rent/Royalties $15,001 - $50,000
Rental Property	Other	Joint	$1,000,001 - $5,000,000	Rent/Royalties $50,001 - $100,000
Unimproved Land	Other	Joint	$500,001 - $1,000,000	None
Capital One St. Cloud, MN	Bank & Cash	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Spouse IRA 615	Other	Spouse	N/A	None
Spouse IRA 617	Other	Spouse	N/A	None
Spouse IRA 618	Other	Spouse	N/A	None
Spouse IRA 643	Other	Spouse	N/A	None
Spouse TR	Other	Spouse	N/A	None
TIAA-CREF	Other	Spouse	$15,001 - $50,000	Interest $201 - $1,000
TIAA-CREF	Other	Spouse	N/A	None
ICLN - Global Clean Energy Ishares ETF(ICLN)	Other	Self	$15,001 - $50,000	Dividends $201 - $1,000

Liabilities (2)

Creditor	Type	Amount	Rate	Term
1	other	N/A	—	—
2	other	N/A	—	—

Trading Sector Allocation (from PTR trades)

Basic Materials$973K

Financial Services$6.4M

Communication Services$208K

Energy$492K

Technology$1.3M

Utilities$241K

Industrials$600K

Consumer Cyclical$425K

Real Estate$521K

Healthcare$624K

Consumer Defensive$192K

Banking$73K

Retail Trade$40K

Insurance$8K

Services$16K

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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).