BART GORDON Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed July 10, 2009. Includes 49 assets.

Year:

2010 2009 2008

Est. Net Worth

$3.2M

2009 annual disclosure

Total Assets

$1.9M - $4.4M

49 assets

Total Liabilities

0 liabilities

Total Trades

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

Bank & Cash$1.2M (10)

Retirement & Pension$741K (10)

LLC / Partnership$375K (1)

Mutual Funds$366K (9)

Stocks$216K (6)

Insurance$108K (2)

Other$57K (5)

Gov. Securities$41K (3)

ETFs$24K (3)

Top Stock Holdings (from trades)

All Assets (49)

Asset	Type	Owner	Value	Income
Congressional FCU - Cash	Bank & Cash	DC	$15,001 - $50,000	Interest $2,501 - $5,000
Citi Smith Barney IREV Trust - Citibank NA Bank Deposit	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Citi Smith Barney IREV Trust - Sherman Tex Municipal Bond	Gov. Securities	DC	$1,001 - $15,000	Interest $201 - $1,000
Citi Smith Barney IREV Genstar Texas TPA A/C	Other	DC	$1,001 - $15,000	Interest $201 - $1,000
Citi Smith Barney IREV Ser 1 - Diamond Trust	Other	DC	$15,001 - $50,000	Dividends $1 - $200
Citi Smith Barney UTMA - Citibank NA Bank Deposit	Bank & Cash	DC	$1,001 - $15,000	Dividends $1 - $200
Citi Smith Barney UTMA - JP Morgan Stock(JPM)	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
Citi Smith Barney UTMA - UT SSBPR Trust Ser 1	Mutual Funds	DC	$15,001 - $50,000	Dividends $201 - $1,000
Citi Smith Barney UTMA - PAMP Units Generic Inc	Other	DC	$1,001 - $15,000	Interest $201 - $1,000
Dakota - Bank Deposit (Citibank NA South Dakota)	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Morgan Stanley 10263 - Money Market	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Morgan Stanley 04311 - Money Market	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Wells Fargo 401ks Stable Return Fund	Retirement & Pension	Spouse	$250,001 - $500,000	None
American General Accumulation Plan - Whole Life Insurance	Insurance	Spouse	$50,001 - $100,000	None
NW Mutual Life Insurance - Whole Life	Insurance	Spouse	$15,001 - $50,000	None
Wells Fargo Deferred Compensation - International Return Fund	Retirement & Pension	Spouse	$50,001 - $100,000	None
Wells Fargo Deferred Compensation - Small Cap Value Advantage Index Fund	Retirement & Pension	Spouse	$50,001 - $100,000	None
Wells Fargo Deferred Compensation - Mid Cap Value Advantage Index Fund	Retirement & Pension	Spouse	$100,001 - $250,000	None
Wells Fargo Def. Comp. Conservative Edge Fund	Mutual Funds	Spouse	$50,001 - $100,000	None
Wells Fargo Def. Comp. Diversified Edge Fund	Mutual Funds	Spouse	$50,001 - $100,000	None
Credit Suisse IRA - Pershing Government Account	Gov. Securities	Self	$15,001 - $50,000	None
Credit Suisse IRA - iShares JP Morgan USD Emerging Mkts Index	ETFs	Self	$1,001 - $15,000	None
Credit Suisse IRA - iShares MSCI EAFE Index ETF	ETFs	Self	$1,001 - $15,000	None
Credit Suisse IRA - iShares Russell 2000 Midcap Growth Index Fund	Mutual Funds	Self	$1,001 - $15,000	None
Credit Suisse IRA - iShares Tr Russell 2000	ETFs	Self	$1,001 - $15,000	None
Credit Suisse IRA - Depository Receipts	Other	Self	$1,001 - $15,000	None
Credit Suisse 1213 - Managed Account	Other	Self	N/A	Dividends/Interest/Capital Gains (Other) $1,001 - $2,500
UBS Financial Services - NMA Tax Free Fund	Mutual Funds	Spouse	N/A	Interest $201 - $1,000
UBS Financial Services Inc. Common Stock and Options(UBS)	Stocks	Spouse	$100,001 - $250,000	Capital Gains $2,501 - $5,000
UBS Financial Services Inc. - Cash in Managed Account for Investors (not self directed)	Bank & Cash	Spouse	$250,001 - $500,000	Interest $201 - $1,000
Whistler Partnerships (Office Building in Brentwood TN) Brentwood, TN, US	LLC / Partnership	Joint	$250,001 - $500,000	Rent/Interest $15,001 - $50,000
Credit Suisse Institutional Prime Money Market Fund	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Credit Suisse IRA - Pershing Government	Retirement & Pension	Spouse	$1,001 - $15,000	None
Credit Suisse IRA - Emerging Markets Index Fund	Retirement & Pension	Spouse	$1,001 - $15,000	None
Credit Suisse IRA - iShares TR MSCI EAFE Index Fund	Retirement & Pension	Spouse	$1,001 - $15,000	None
Credit Suisse IRA - iShares Russell Midcap Index Fund	Retirement & Pension	Spouse	$1,001 - $15,000	None
Credit Suisse IRA - Value Index Fund 2000	Retirement & Pension	Spouse	$1,001 - $15,000	None
Credit Suisse IRA - Credit Suisse IRA Depository Receipts	Retirement & Pension	Spouse	$1 - $1,000	None
Credit Suisse 307 - Federated Govt Reserves	Mutual Funds	Joint	N/A	Dividends $1 - $200
USAA National Association MM 9282	Bank & Cash	Joint	N/A	None
USAA National Association Checking 9388	Bank & Cash	Joint	$15,001 - $50,000	Interest $201 - $1,000
BB&T National Association MM 1413	Bank & Cash	Spouse	$500,001 - $1,000,000	Interest $5,001 - $15,000
Credit Suisse 307 - US Treasuries	Gov. Securities	Spouse	N/A	Interest $1 - $200
Credit Suisse 307 - Instl Govt Fund CSAM Cash	Mutual Funds	Spouse	$100,001 - $250,000	Interest $1 - $200
Credit Suisse 307 - Federated Government Reserves	Mutual Funds	Spouse	N/A	Interest $1,001 - $2,500
Credit Suisse 307 - Broad Finl Services Group	Stocks	Spouse	$15,001 - $50,000	None
Credit Suisse 307 - Lehman Brothers	Stocks	Spouse	N/A	Dividends $1 - $200
Credit Suisse 307 - KKR(KKR)	Stocks	Spouse	N/A	Dividends $1 - $200
Credit Suisse 307 - Merrill Lynch	Stocks	Spouse	N/A	None

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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).