BART GORDON
BART GORDON Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed July 15, 2008. Includes 50 assets.
Est. Net Worth
$3M
2008 annual disclosure
Total Assets
$1.8M - $4.1M
50 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$1.2M (16)
Bank & Cash$512K (12)
Other$375K (2)
Real Estate$375K (1)
Mutual Funds$323K (7)
Insurance$108K (2)
ETFs$65K (5)
Gov. Securities$24K (5)
Top Stock Holdings (from trades)
All Assets (50)
| Asset | Value |
|---|---|
Congressional FCU - Share Account | $15,001 - $50,000 |
Congressional FCU - Checking | $15,001 - $50,000 |
Citi Smith Barney Irrev Tr U/A 12/20/99 - Bank Deposit | $15,001 - $50,000 |
Citi Smith Barney Irrev Tr U/A 12/20/99 - Independent School District Bond | $1,001 - $15,000 |
Citi Smith Barney Irrev Tr U/A 12/20/99 - Trust: Texas TPK Auth Rev | $1,001 - $15,000 |
Citi Smith Barney Irrev Tr U/A 12/20/99 - Citibank NA - Bank | $1,001 - $15,000 |
Citi Smith Barney UTMA - JP Morgan Chase Bank | $15,001 - $50,000 |
Citi Smith Barney UTMA - CIT SPDR Trust Ser 1 | $15,001 - $50,000 |
Citi Smith Barney UTMA - SPDR Barclays Capital STRIPS TINTS Generic INT | $1,001 - $15,000 |
Citi Smith Barney UTMA - Citibank NA South Dakota Deposit | $1,001 - $15,000 |
Citi Smith Barney 25598 - Money Market | N/A |
Citi Smith Barney 11025 - Money Market | $15,001 - $50,000 |
Citi Smith Barney 04311 - Money Market | $1,001 - $15,000 |
Wells Fargo 401k - S&P | N/A |
Wells Fargo 401k - Return Fund Stable | $250,001 - $500,000 |
Korn/Ferry Wealth Management - Whole Life Insurance | $15,001 - $50,000 |
USAA - Whole Life Insurance | $50,001 - $100,000 |
Invesco Oppenheimer - MFS Total Return Fund | $50,001 - $100,000 |
Wells Fargo Deferred Compensation - S&P 500 Index Fund | $50,001 - $100,000 |
Wells Fargo Deferred Compensation - Russell 2000 Index | $50,001 - $100,000 |
Wells Fargo Deferred Compensation - Conservative Hedge Fund | $50,001 - $100,000 |
Wells Fargo Deferred Compensation - Diversified Hedge Fund | $50,001 - $100,000 |
Credit Suisse (Pershing Government Agency) | $1,001 - $15,000 |
Credit Suisse IRA - Emerging Markets Index | $15,001 - $50,000 |
Credit Suisse IRA - Int'l SMID Cap MSCI EAFE Index Fund | $15,001 - $50,000 |
Credit Suisse IRA - Midcap Growth Index | $15,001 - $50,000 |
Credit Suisse IRA - Russell 2000 Value Index Fund | $15,001 - $50,000 |
Credit Suisse IRA - Depository Receipts Boston Structured Note | N/A |
Credit Suisse 1737 Managed Account | N/A |
UBS Financial Services RMA Tax Free Fund | $100,001 - $250,000 |
UBS Financial Services Municipal Bonds and Options | $250,001 - $500,000 |
Centre Gold O'Keefe Bond Fund | N/A |
Centre Capital Partners (not self-directed) | $250,001 - $500,000 |
Park Center - Commercial Office Buildings in Brentwood, TN Brentwood, TN, US | $250,001 - $500,000 |
Mariner Partners | N/A |
Credit Suisse 207 - CSAM Institutional Prime Mkt | N/A |
Credit Suisse IRA - US Government Account | $1 - $1,000 |
Credit Suisse IRA - Shares MSCI Emerging Markets Index Fund | $1,001 - $15,000 |
Credit Suisse IRA - iShares MSCI EAFE Index Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Credit Suisse 207 - Fixed Income Govt Reserves | $15,001 - $50,000 |
PNC Bank (National Association) Money Market 9282 | $50,001 - $100,000 |
PNC National Association Checking 4683 | $100,001 - $250,000 |
PNC Bank National Association MM 1113 | $50,001 - $100,000 |
Credit Suisse 307 - US T-Bills | N/A |
Credit Suisse 307 - US Govt Cash Mgmt Reserves | N/A |
Credit Suisse 307 - Fixed Income Govt Reserves | $1,001 - $15,000 |
Credit Suisse 207 - Fixed Income Govt Reserves | $15,001 - $50,000 |
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).