Bill Cassidy
Bill Cassidy Net Worth & Financial Disclosure
senateAnnual financial disclosure for 2013, filed May 14, 2013. Includes 66 assets and 3 liabilities.
Est. Net Worth
$1M
2013 annual disclosure
Total Assets
$874K - $2.6M
66 assets
Total Liabilities
$450K - $1M
3 liabilities
Total Trades
207
From PTR filings
Trade Volume
$9.4M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2009 | $3M |
| 2010 | $2.2M |
| 2011 | $2.9M |
| 2011 | $2.8M |
| 2012 | $2M |
| 2013 | $1M |
Assets by Category
Retirement & Pension$845K (22)
Mutual Funds$687K (27)
Stocks$113K (12)
Other$73K (3)
Bank & Cash$33K (1)
Gov. Securities$0 (1)
Top Stock Holdings (from trades)
All Assets (66)
| Asset | Value |
|---|---|
TIAA Traditional B965015-7 | $1,001 - $15,000 |
TIAA Traditional | $250,001 - $500,000 |
TIAA CREF Equities | $5,001 - $15,000 |
TIAA Real Estate | $15,001 - $50,000 |
TIAA Cref Infl-Linked Bond | $100,001 - $250,000 |
American FDS Global Balanced (IRA) | $1,001 - $15,000 |
Blackrock Global Allocation (IRA) | $1,001 - $15,000 |
Cohen & Steers Rlty (IRA) | $1,001 - $15,000 |
First Eagle FDS Inc Global Fund (IRA) | $1,001 - $15,000 |
JPMorgan Worldwide Fund Class I (IRA) | $1,001 - $15,000 |
Mangas AMG Fds Yacktman (IRA) | $1,001 - $15,000 |
Principal FDS Inc High Yield (IRA) | $1,001 - $15,000 |
Putnam Unconstrained BD Fund Cl Institutional (IRA) | $1,001 - $15,000 |
PIMCO Global Multi-Asset Fund (IRA) | $1,001 - $15,000 |
Prudential Short-Term Corporate Bond Fund (IRA) | $1,001 - $15,000 |
T Rowe Price Cap (IRA) | $1,001 - $15,000 |
TCW FDS Inc Emerging Mkts (IRA) | $1,001 - $15,000 |
Virtus Opportunities (IRA) | $1,001 - $15,000 |
Cash Balance - Wells Fargo Investment Account (CUSIP: 393505KZ4 95-10 B2) | $15,000 - $50,000 |
Green Tree 983 B2 CUSIP: 393505E73 | N/A |
Cash (IRA) | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Chiquita Inc. New (IRA) | $1 - $1,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Green Tree 95-8 B2 (IRA) | $15,001 - $50,000 |
Green Tree 95-10 B2 (IRA) | $50,001 - $100,000 |
Green Tree 1996-6 B2 (IRA) | $1,001 - $15,000 |
Green Tree 1997-3 B2 (IRA) | N/A |
Green Tree 97-3 B2 (IRA) | N/A |
Green Tree 98-2 B2 (IRA) | N/A |
Green Tree 98-3 B2 (IRA) | N/A |
Countrywide 05-11 X2 Alternative Loan Trust (IRA) | $1,001 - $15,000 |
Countrywide 05-71 X2 Alternative Loan Trust (IRA) | $1,001 - $15,000 |
CWALT 05-27 1x1 (IRA) | $1,001 - $15,000 |
Arbitrage FD (IRA) | $1,001 - $15,000 |
Blackrock Global Allocation (IRA) | $15,001 - $50,000 |
Cohen & Steers Rlty (IRA) | $1,001 - $15,000 |
Eaton Vance Global Macro (IRA) | $1,001 - $15,000 |
Fidelity Advisors Series (IRA) | $15,001 - $50,000 |
First Eagle Funds Inc. (IRA) | $50,001 - $100,000 |
Sitix (IRA) | $15,001 - $50,000 |
Harbor Assoc. Inv TR (IRA) | $15,001 - $50,000 |
IVA Worldwide Fund Class I | $50,001 - $100,000 |
Managers AMG Funds (IRA) | $15,001 - $50,000 |
Principal Funds Inc. (IRA) | $15,001 - $50,000 |
Prime Unconstrained Bond Fund (IRA) | $15,001 - $50,000 |
PIMCO Global Multi-Asset Fund (IRA) | $15,001 - $50,000 |
Prudential Short Term Corporate Bond Fund (IRA) | $15,001 - $50,000 |
T Rowe Price Cap (IRA) | $50,001 - $100,000 |
TCW Funds Inc. (IRA) | $15,001 - $50,000 |
Natixis Funds Trust I (IRA) | $1,001 - $15,000 |
Virtus Opportunities (IRA) | $15,001 - $50,000 |
GAF II CL O Blended (IRA) | $15,001 - $50,000 |
Jackson National Life (IRA) | $15,001 - $50,000 |
Michigan Educational Savings Plan - Will | $15,001 - $50,000 |
Michigan Educational Savings Plan - Kate | $1,001 - $15,000 |
Michigan Educational Savings Plan - Meg | $15,001 - $50,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| JP Morgan | mortgage | $100,001 - $250,000 |
| Metlife | mortgage | $100,001 - $250,000 |
| JP Morgan | mortgage | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
Technology$40K
Basic Materials$32K
IndustrialsN/A
Healthcare$24K
UtilitiesN/A
Consumer Cyclical$16K
Energy$32K
Communication Services$16K
Banking$16K
Financial Services$24K
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).