Adam Smith

Adam Smith Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 14, 2013. Includes 10 assets and 3 liabilities.

Est. Net Worth
-$777K
2013 annual disclosure
Total Assets
$81K - $215K
10 assets
Total Liabilities
$600K - $1.3M
3 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

Retirement & Pension$108K (4)
Other$41K (2)
Mutual Funds$0 (1)
Bank & Cash$0 (3)

Top Stock Holdings (from trades)

All Assets (10)

AssetValue
Vanguard 500 Index Fund
N/A
IRA - Goldman Smith B
N/A
N/A
USAA Checking
N/A
USAA Savings
N/A
Chase Checking
N/A
M. Wass St. GET Fund
$1,001 - $15,000
K. Wass St. GET Fund
$15,001 - $50,000
M. Wass St. Retirement
$15,001 - $50,000
K. Wass St. Retirement
$50,001 - $100,000

Liabilities (3)

CreditorTypeAmount
Chase Mortgagemortgage$100,001 - $250,000
Chase Mortgage (2nd)mortgage$250,001 - $500,000
Mortgage (debts same?)mortgage$250,001 - $500,000

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 2013: Assets & Portfolio | Congress Stock Tracker