Ann Kirkpatrick
Ann Kirkpatrick Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 17, 2010. Includes 26 assets.
Est. Net Worth
$1.5M
2010 annual disclosure
Total Assets
$844K - $2.1M
26 assets
Total Liabilities
$0
0 liabilities
Total Trades
6
From PTR filings
Trade Volume
$171K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2009 | $398K |
| 2010 | $1.5M |
| 2013 | $1.1M |
Assets by Category
Mutual Funds$970K (14)
Retirement & Pension$374K (6)
Bank & Cash$49K (3)
Other$33K (1)
Stocks$33K (1)
LLC / Partnership$8K (1)
Top Stock Holdings (from trades)
All Assets (26)
| Asset | Value |
|---|---|
Growth Fund of America (Edward Jones IRA) | $15,001 - $50,000 |
New Perspectives Fund (Edward Jones IRA) | $1,001 - $15,000 |
Growth Fund of America (Wells Fargo IRA) | $1,001 - $15,000 |
Aim Growth Series Basic Value Fund (Wells Fargo IRA) | $50,001 - $100,000 |
Growth Fund of America | $50,001 - $100,000 |
New Perspective FD | $100,001 - $250,000 |
1941 Cadillac | $15,001 - $50,000 |
Wells Fargo Roth Conv Growth Fund of America Inc Cl A | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Currey & Allison, LLP interest in law firm | $1,001 - $15,000 |
Snell & Wilmer Fidelity Retirement Plan | $100,001 - $250,000 |
Fidelity Spartan Total Market Index | $250,001 - $500,000 |
Fidelity Retirement Money Market | $50,001 - $100,000 |
Wells Fargo IRA | $50,001 - $100,000 |
AllianceBernstein Large Cap Growth Fund | $15,001 - $50,000 |
Massachusetts Ins Tr C I A | $1,001 - $15,000 |
MFS Ser Tr II Growth Fund Class A | $15,001 - $50,000 |
Wells Fargo FDS Tr International Equity Fund Class | $1,001 - $15,000 |
Wells Fargo Funds Tr Advantage Small Cap Growth Fund Class A | $15,001 - $50,000 |
Westcore Tr Micro Growth Fund Inst Shs | $15,001 - $50,000 |
Wells Fargo Cash Sweep (Simple IRA) | $15,001 - $50,000 |
WF Advantage Money Market Fund Class A | $50,001 - $100,000 |
Wells Fargo Funds Tr Advantage Small Cap Growth Fund Class A | $1,001 - $15,000 |
American Funds Tr Growth Fund Class B | $15,001 - $50,000 |
Congressional FCU | $1,001 - $15,000 |
Wells Fargo Accounts | $1,001 - $15,000 |
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).