Adam Smith

Adam Smith Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 7, 2008. Includes 14 assets.

Est. Net Worth
$320K
2008 annual disclosure
Total Assets
$157K - $483K
14 assets
Total Liabilities
$0
0 liabilities
Total Trades
39
From PTR filings
Trade Volume
$361K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$320K
2009$289K
2010$518K
2011$1M
2012$896K
2013-$777K

Assets by Category

Mutual Funds$163K (5)
Other$108K (2)
Bank & Cash$41K (3)
Retirement & Pension$10K (4)

Top Stock Holdings (from trades)

All Assets (14)

AssetValue
Calamos Growth B
$15,001 - $50,000
Federated Kaufman B
$15,001 - $50,000
IRA - Calamos Growth B
$1 - $1,000
$1,001 - $15,000
Legg Mason Partners B
$15,001 - $50,000
Van Kampen Equity & Income B
$15,001 - $50,000
Vanguard Index Fund
$15,001 - $50,000
Washington Mutual CD
N/A
Washington Mutual Checking Account
$1,001 - $15,000
Washington Mutual Money Market
$15,001 - $50,000
Washington State GET Account
$15,001 - $50,000
Washington State GET Account
$50,001 - $100,000
Washington State Retirement
$1 - $1,000
Washington State Retirement
$1 - $1,000

Trading Sector Allocation (from PTR trades)

Industrials$56K
Technology$16K
Financial Services$8K
Healthcare$8K
Basic Materials$8K
Consumer Defensive$8K
Communication Services$8K
Real Estate$8K
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).
Adam Smith Net Worth & Financial Disclosure 2008: Assets & Portfolio | Congress Stock Tracker