Ann Wagner
Ann Wagner Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 9, 2013. Includes 102 assets and 1 liabilities.
Est. Net Worth
$7M
2013 annual disclosure
Total Assets
$4.3M - $9.8M
102 assets
Total Liabilities
$15K - $50K
1 liabilities
Total Trades
176
From PTR filings
Trade Volume
$15.8M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2012 | $701K |
| 2013 | $7M |
Assets by Category
Mutual Funds$4.9M (63)
Gov. Securities$1.7M (24)
Bank & Cash$201K (10)
Retirement & Pension$175K (1)
Insurance$41K (2)
Real Estate$8K (1)
Stocks$8K (1)
Top Stock Holdings (from trades)
All Assets (102)
| Asset | Value |
|---|---|
Bank of America Checking Account | $1,001 - $15,000 |
Bank of America Checking Account | $1,001 - $15,000 |
Bank of America Money Market Account | $1,001 - $15,000 |
Northwestern Mutual Variable Complete | $15,001 - $50,000 |
Select Bond | $15,001 - $50,000 |
International Equity (MSA/EP) | $1,001 - $15,000 |
Large Cap Core (MSA) | $1,001 - $15,000 |
Index 400 Stock (MSA) | $1,001 - $15,000 |
Small Cap Growth Stock (MSA) | $1,001 - $15,000 |
Russell Multi-Style Equity | $1,001 - $15,000 |
Russell Non-US | $1,001 - $15,000 |
Russell Global Real Estate Securities | $1,001 - $15,000 |
Russell Core Bond | $1,001 - $15,000 |
Northwestern Mutual Insurance Policies (Children); Whole Life | $15,001 - $50,000 |
National Life Insurance of Vermont - Whole Life | $1,001 - $15,000 |
Fidelity Roth IRA - Cash Reserves | $1 - $1,000 |
American Europacific Growth Fund | $1,001 - $15,000 |
BlackRock Small Cap Growth Institutional | $1,001 - $15,000 |
JP Morgan Mid Cap Value Institutional | $1,001 - $15,000 |
Touchstone Funds Group Trust Emerging Markets Y | $1,001 - $15,000 |
Vanguard Index Funds - Vanguard Growth | $15,001 - $50,000 |
Northern Trust - Muenster Farm - Farm Contingent Partial Interest | $1,001 - $15,000 |
MFB Northern Multi-Manager SMID Cap Fund | $1 - $1,000 |
MFB Northern Multi-Manager Mid Cap Fund | $1 - $1,000 |
Vanguard Index Fds Vang Growth Index | $15,001 - $50,000 |
Goldman Sachs GZ | $50,001 - $100,000 |
Jennison Midcap GZ | $50,001 - $100,000 |
Cash Reserves | $1 - $1,000 |
Dodge & Cox International Stock Fund | $1,001 - $15,000 |
JP Morgan MidCap Value Fund | $1,001 - $15,000 |
Blackrock Small Cap Growth Equity | $1,001 - $15,000 |
Touchstone Emerging Markets Fund | $1,001 - $15,000 |
Vanguard Index Fds Vang Value Index | $15,001 - $50,000 |
Vanguard Index Fds Vang Small Index | $1,001 - $15,000 |
William Blair International Growth I | $1,001 - $15,000 |
Cash Reserves | N/A |
Enterprise Holdings 401k & Profit Sharing Plan administered by Fidelity (Contra Costa County Employees' Retirement Assn 401k Holdings) | $100,001 - $250,000 |
Pimco Total Rl Inst | $50,001 - $100,000 |
Nuveen Win LCGP GT I | $15,001 - $50,000 |
Vanguard Windsor II Adm | $15,001 - $50,000 |
Vanguard Sm Cap Idx Inst | $50,001 - $100,000 |
Vanguard Mid Cap Idx Inst | $15,001 - $50,000 |
AF Europac Growth R6 | $15,001 - $50,000 |
Fidelity Custodial Account - Cash Reserves | $1 - $1,000 |
| $1,001 - $15,000 | |
American Funds EuroPac F | $1,001 - $15,000 |
American Beacon Small Cap Value | $1,001 - $15,000 |
Prudential Jennison Mid Cap Growth | $1,001 - $15,000 |
Vanguard Index Fds Vang Value | $1,001 - $15,000 |
Vanguard Index Fds Vang Growth | $1,001 - $15,000 |
Schwab International Idx | N/A |
Schwab Small Cap Idx | N/A |
Fidelity Custodial Account | N/A |
Cash Reserves | $1 - $1,000 |
American Funds EuroPac Gr F-2 | $1,001 - $15,000 |
BlackRock Small Cap Growth Instl | $1,001 - $15,000 |
JP Morgan Mid Cap Value Instl | $1,001 - $15,000 |
Vanguard 500 Index Signal | $1,001 - $15,000 |
Fidelity Trust - Cash Reserves | $100,001 - $250,000 |
Fidelity Trust - Bonds | N/A |
Fort Zumwalt Sch Dis Rev | $50,001 - $100,000 |
Houston TX BDS Public Imp | $50,001 - $100,000 |
East China Sch Dis Mich Ref Sch | $50,001 - $100,000 |
South San Antonio Tex Indpt Sch Dist | $15,001 - $50,000 |
Duneland Ind School Bldg Corp First | $50,001 - $100,000 |
Ramapo NY Pub Imp Bas Ser | $50,001 - $100,000 |
Garfield Heights Ohio Cnty Sch | $50,001 - $100,000 |
Laurel Miss Sch Dist GO Bds Ser | $50,001 - $100,000 |
Canon Vly Pk & Rec Dist Colo Ref | $50,001 - $100,000 |
South Dakota BRD Regis Hsg Bds | $50,001 - $100,000 |
Oshkosh Wis Storm Wtr Util Rev Bds | $15,001 - $50,000 |
University NM Gallup Branch GO Gallup, NM, US | $50,001 - $100,000 |
Arizona BRD Reg Ariz St Univ Rev Arizona, US | $50,001 - $100,000 |
Polk Marion & Benton CNTY Ore Sch Oregon, US | $50,001 - $100,000 |
New York GO BDS Ser New York, US | $15,001 - $50,000 |
University Okla Revs Gen Rev Ref Oklahoma, US | $50,001 - $100,000 |
Trenton Wash LTD Tax GO Bds Washington, US | $50,001 - $100,000 |
Waupaca Cnty Wis Go Prom Waupaca County, WI, US | $15,001 - $50,000 |
Berks Cnty PA GO Bnds Berks County, PA, US | $50,001 - $100,000 |
Grand Prairie Tx WTR and Wastewater Bnds Grand Prairie, TX, US | $100,001 - $250,000 |
Nacogdoches Tex GO Ref Bds Nacogdoches, TX, US | $50,001 - $100,000 |
Chisholm Creek Util Auth KS Wtr & Swr Kansas, US | $50,001 - $100,000 |
Pierce Cnty WA FGIC Pierce County, WA, US | $50,001 - $100,000 |
Funds Fidelity Trust | $250,001 - $500,000 |
Vanguard Index Fds Vang Growth | $500,001 - $1,000,000 |
Vanguard Index Fds Val Vipers | $250,001 - $500,000 |
AQR Managed Futures | $100,001 - $250,000 |
American Beacon Small Cap Value | $250,001 - $500,000 |
Blackrock Small Cap Growth | $100,001 - $250,000 |
Cohen & Steers Inst Realty | $500,001 - $1,000,000 |
Cohen & Steers International Realty | $100,001 - $250,000 |
Dodge & Cox International Stock | $50,001 - $100,000 |
JPMorgan Mid Cap Value | $100,001 - $250,000 |
Forward International Small Co | N/A |
Oakmark International Small Cap | $100,001 - $250,000 |
Meridian Growth Fund | N/A |
American New World Fund Class A | $15,001 - $50,000 |
Stone Harbor Local Markets Instl | $15,001 - $50,000 |
Goldman Sachs Emerging Markets Fund | $50,001 - $100,000 |
Prudential Jennison Mid Cap Gr Z | $100,001 - $250,000 |
Yacktman International Growth | $100,001 - $250,000 |
ASG Managed Futures Strategy Fund | $50,001 - $100,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| American Express Card, PO Box 360001, Dallas, TX | credit card | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Technology$49K
Healthcare$116K
Consumer Defensive$33K
Industrials$183K
Energy$98K
Communication Services$75K
Financial Services$350K
Real Estate$175K
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).