BART GORDON
BART GORDON Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed June 16, 2010. Includes 40 assets.
Est. Net Worth
$2.7M
2010 annual disclosure
Total Assets
$1.6M - $3.8M
40 assets
Total Liabilities
$0
0 liabilities
Total Trades
1
From PTR filings
Trade Volume
$175K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $3M |
| 2009 | $3.2M |
| 2010 | $2.7M |
Assets by Category
Retirement & Pension$862K (15)
Mutual Funds$466K (7)
LLC / Partnership$408K (2)
Real Estate$375K (1)
Stocks$283K (3)
Bank & Cash$240K (6)
ETFs$33K (2)
Insurance$33K (1)
Gov. Securities$16K (2)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (40)
| Asset | Value |
|---|---|
Morgan Stanley Smith Barney LLC Congressional FCU Cash | $15,001 - $50,000 |
Morgan Stanley Smith Barney LLC Trust Deposit NA - Bank of America | $1,001 - $15,000 |
Morgan Stanley Smith Barney LLC FBO Sherman Tex Indp't Sch | $1,001 - $15,000 |
Morgan Stanley Smith Barney LLC FBO Erin Krejci Cust Texas PTK Bond | $1,001 - $15,000 |
Morgan Stanley Smith Barney IRA/UTMA Diamond Trust Ser Intl | $15,001 - $50,000 |
Morgan Stanley Smith Barney IRA/UTMA Bank | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Morgan Stanley Smith Barney UTMA UTS SPDR Trust Ser 1 | $15,001 - $50,000 |
Morgan Stanley Smith Barney UTMA STRIPS TINTS Generic Int Pmt | $1,001 - $15,000 |
Morgan Stanley Smith Barney UTMA South Barney Intl | $1,001 - $15,000 |
Morgan Stanley Money Market 11025 Money Market | $1 - $1,000 |
Morgan Stanley Smith Barney | N/A |
Wells Fargo 401K Stable Return Fund | $250,001 - $500,000 |
American Funds Capital World Growth & Income A (Whole Life Insurance Accumulation Plan) | $50,001 - $100,000 |
Prudential Financial Whole Life Insurance | $15,001 - $50,000 |
Wells Fargo Def Comp - PIMCO Total Return Fund | $100,001 - $250,000 |
Wells Fargo Def. Comp. Advantage Index Fund | $50,001 - $100,000 |
Wells Fargo Def. Comp. Wells Fargo Govt Money Market | $15,001 - $50,000 |
Wells Fargo Def. Comp. Wells Fargo Money Market | $50,001 - $100,000 |
Wells Fargo Def. Comp. Wells Fargo U.S. Large Cap Value Index Fund | $100,001 - $250,000 |
Credit Suisse IRA - Pending Government Account | $15,001 - $50,000 |
Credit Suisse IRA - Emerging Mkts Index | $15,001 - $50,000 |
Credit Suisse IRA - Credit Suisse MSCI EAFE Index Fund | $1,001 - $15,000 |
Credit Suisse IRA - Credit Suisse Russell 2000 Value Index Fund | $1,001 - $15,000 |
Credit Suisse IRA - Ishares TR Russell Midcap Growth Index Fund | $1,001 - $15,000 |
Park Center (2) Office Buildings in Brentwood Brentwood, TN, US | $250,001 - $500,000 |
Credit Suisse IRA - Depository Receipts | $1,001 - $15,000 |
Entercapital Partners (A Partnership) Investors (Not Self Directed IRA) | $250,001 - $500,000 |
UBS Financial Services Common Intl Stock and Options | $100,001 - $250,000 |
Credit Suisse IRA Account - Government | $1,001 - $15,000 |
Credit Suisse IRA - iShares TR MSCI Emerging Mkts Index Fund | $1,001 - $15,000 |
Credit Suisse IRA - iShares TR Russell Midcap Growth Index | $1,001 - $15,000 |
Credit Suisse IRA - Value Index Fund | $1,001 - $15,000 |
Standard & Poor's Depository Receipts | $1 - $1,000 |
PNC Bank National Association Checking | $1,001 - $15,000 |
PNC Bank National Association MM 113 | $100,001 - $250,000 |
Credit Suisse 307-Inst Liquidity Fund USA Money Market Mgmt | N/A |
Dreyfus Muni Cash Plus | $100,001 - $250,000 |
Credit Suisse 307- Partnership Group Partnership | $15,001 - $50,000 |
Broadpoint Securities Group | $50,001 - $100,000 |
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).