Allyson Y. Schwartz
Allyson Y. Schwartz Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 6 assets and 4 liabilities.
Est. Net Worth
$150K
2012 annual disclosure
Total Assets
$750K - $1.8M
6 assets
Total Liabilities
$700K - $1.5M
4 liabilities
Total Trades
14
From PTR filings
Trade Volume
$500K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.2M |
| 2009 | $550K |
| 2010 | $238K |
| 2011 | $356K |
| 2012 | $150K |
| 2013 | $271K |
Assets by Category
Mutual Funds$1.3M (6)
Top Stock Holdings (from trades)
All Assets (6)
| Asset | Value |
|---|---|
Fidelity Brokerage | $100,001 - $250,000 |
Fidelity | $100,001 - $250,000 |
Fidelity | $100,001 - $250,000 |
Vanguard Number II | $100,001 - $250,000 |
Vanguard Health Care | $100,001 - $250,000 |
Vanguard PRIMECAP | $250,001 - $500,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| J and J Smith | personal loan | $100,001 - $250,000 |
| Bank of America | mortgage | $250,001 - $500,000 |
| Bank of America | mortgage | $250,001 - $500,000 |
| Bank of America | mortgage | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Technology$33K
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).