Bill Cassidy Net Worth & Financial Disclosure

senate

Annual financial disclosure for 2010, filed June 15, 2010. Includes 136 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$2.2M

2010 annual disclosure

Total Assets

$1.2M - $3.5M

136 assets

Total Liabilities

$110K - $265K

2 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

Mutual Funds$995K (49)

Retirement & Pension$775K (10)

Real Estate$375K (1)

Other$121K (15)

ETFs$94K (35)

Bank & Cash$17K (4)

Stocks$9K (19)

Gov. Securities$9K (3)

Top Stock Holdings (from trades)

All Assets (136)

Asset	Type	Owner	Value	Income
Alanc Inc	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
AllianceBernstein Intl Val-A	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
American Express(AXP)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Barclays iUSD ET Intelligent Carry Index CI	ETFs	Spouse	$1,001 - $15,000	None
Barrick Gold Corp(GOLD)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Capital World Bond Fund Class F-1	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Interest/Capital Gains $201 - $1,000
Cash Balance - Wells Fargo - Joint Account	Bank & Cash	Joint	$1 - $1,000	None
Cash Balance - Wells Fargo	Bank & Cash	Spouse	$1,001 - $15,000	None
Cash Balance - Wells Fargo	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Spouses IRA	Retirement & Pension	Spouse	$1,001 - $15,000	None
Citigroup(C)	Stocks	Spouse	$1 - $1,000	None
Countrywide 05-11 1X2 Alternative Loan Trust	Other	Spouse	$1,001 - $15,000	Interest $1,001 - $2,500
Countrywide 05-27 1X2 Alternative Loan Trust	Other	Spouse	$1,001 - $15,000	Interest $2,501 - $5,000
CREF Equity Index	Mutual Funds	Spouse	$50,001 - $100,000	Dividends/Interest/Capital Gains $5,001 - $15,000
CREF Intl Linked Bond	Mutual Funds	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Cavco 5.27 1X1 Alternative Loan Trust	Other	Spouse	$1,001 - $15,000	Interest $1,001 - $2,500
Delaware US Growth Fund	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
Dreyfus Intl DPS Inc Emerging Mkts FD CL A	Mutual Funds	Joint	$1,001 - $15,000	Dividends/Interest/Capital Gains $1 - $200
Dreyfus Intl DPS Inc Emerging Mkts FD CL B	Mutual Funds	Joint	$1,001 - $15,000	Dividends/Interest/Capital Gains $1 - $200
Duke Realty Corp(DRE)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Encana Corp(ECA)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Exxon Mobil Corp(XOM)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Factset Research Systems Inc(FDS)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
FHLMC 2906 MS Inverse Floater	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
iShares Select ET Sector SPDR XLF(XLF)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Citi Eagle FDS Inc Global FD CL I	Mutual Funds	Spouse	$100,001 - $250,000	Dividends/Interest/Capital Gains $1,001 - $2,500
First Eagle FDS Inc Global FD CL I	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Interest/Capital Gains $201 - $1,000
First Eagle Funds Sogen Overseas Fund Cl I	Mutual Funds	Joint	$1,001 - $15,000	Dividends/Interest/Capital Gains $201 - $1,000
First Eagle Global Inc	Mutual Funds	Joint	N/A	Capital Gains $201 - $1,000
First Eagle Sogen GLBL A	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
First Eagle US Value Fund CL I	Mutual Funds	Spouse	$50,001 - $100,000	Dividends/Interest/Capital Gains $201 - $1,000
First Eagle US Value Fund CL I	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Interest/Capital Gains $201 - $1,000
First Eagle US Value Fund CL I	Mutual Funds	Joint	$1,001 - $15,000	Dividends/Interest/Capital Gains $1 - $200
FMI FDS Inc Focus Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends/Interest/Capital Gains $1 - $200
FMI FDS INC Focus Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Interest/Capital Gains $1 - $200
FNMA 03-62 ID REMIC	Gov. Securities	Spouse	$1 - $1,000	Interest $1 - $200
Multiclass CMO	Gov. Securities	Spouse	N/A	Capital Gains $201 - $1,000
FPL Group Inc(NEE)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Franklin INVS SECS TR Short Inter US Gov	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Interest/Capital Gains $201 - $1,000
G/S GRWTH Opps CL A	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
Gabelli Equity SER FD Ins Growth	Mutual Funds	Spouse	$1,001 - $15,000	None
Gabelli Equity Ser FD Ins Small Cap Growth FD	Mutual Funds	Joint	$1,001 - $15,000	None
Goldman Sachs TR Finl Strategic Portfolio	Mutual Funds	Spouse	$50,001 - $100,000	Capital Gains $1,001 - $2,500
Goldman Sachs TR Finl Square Money Mkt FD Inst	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Interest/Capital Gains $1 - $200
Goldman Sachs TR Finl Square Money Mkt FD INSTL Class FSIXX	Mutual Funds	Joint	$1,001 - $15,000	Dividends/Interest/Capital Gains $1 - $200
Goldman Sachs TR Finl Sq Trsury Instl Class FSMMX	Mutual Funds	Spouse	$1,001 - $15,000	Interest/Dividends $1 - $200
Goldman Sachs TR Govt Income FD	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Interest/Capital Gains $201 - $1,000
Green Tree 1996-6 B2 Financial Corporation	Other	Spouse	N/A	None
Green Tree 95-10 B2 Financial Corporation	Other	Joint	$1,001 - $15,000	Interest $2,501 - $5,000
Green Tree 95-10 B2 Financial Corporation	Other	Spouse	$1,001 - $15,000	Interest $1,001 - $2,500
Green Tree 95-8 B2 Financial Corporation	Other	Spouse	$15,001 - $50,000	Interest $15,001 - $50,000
Green Tree 97-3 B2 Financial Corporation	Other	Spouse	N/A	None
Green Tree 98-2 B2 Financial Corporation	Other	Spouse	N/A	None
Green Tree 98-3 B2 Financial Corporation	Other	Joint	N/A	None
Green Tree 98-3 B2 Financial Corporation	Other	Spouse	N/A	None
Green Tree 97-7 B2 Financial Corporation	Other	Spouse	N/A	None
Growth Fund America CL F	Mutual Funds	Spouse	N/A	Capital Gains $1,001 - $2,500
Growth Fund America CL F	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
Harris Assoc INTL TR Oakmark Equity & Income Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends/Interest/Capital Gains $201 - $1,000
Hartford Cap Apprec F-D-A	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
Hartford Mut FDS Inc Capital Appreciation FD Cl I	Mutual Funds	Joint	$1,001 - $15,000	None
Hartford Mut FDS Inc Capital Appreciation FD Cl F	Mutual Funds	Joint	$1,001 - $15,000	None
Hartford Mut FDS Inc Capital Appreciation FD Cl R3	Mutual Funds	Joint	$1,001 - $15,000	None
Hartford Mut FDS Inc Midcap Fund Class I	Mutual Funds	Joint	$1,001 - $15,000	None
Xtrackers II USD Inc Midcap	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
iPath Dow Jones UBS ETN Copper Total Return Sub-Index	ETFs	Spouse	$1 - $1,000	None
iPath Dow Jones UBS ETN Industrial Metal Total Return Sub-Index	ETFs	Spouse	$1 - $1,000	None
iPath Dow Jones UBS Lead Total Return Sub-Index	ETFs	Spouse	$1 - $1,000	None
iPath Dow Jones UBS Platinum Total Return Sub-Index	ETFs	Spouse	$1 - $1,000	None
Xtrackers USD Exchange Rate ETF JPY/USD	ETFs	Spouse	$1,001 - $15,000	None
iShares Barclays Aggregate Bond Fund AGG(AGG)	ETFs	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
iShares DJ US Med Device	ETFs	Spouse	N/A	Capital Gains $201 - $1,000
iShares DJ US Med Device	ETFs	Spouse	N/A	Capital Gains $201 - $1,000
iShares MSCI Brazil Index(EWZ)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI Thailand(THD)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI Turkey ETF(TUR)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
iShares S&P Latin America 40(ILF)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
iShares TR MSCI Emerging Markets	ETFs	Spouse	N/A	Capital Gains $1,001 - $2,500
iShares TR MSCI Emerging Markets	ETFs	Spouse	N/A	Capital Gains $201 - $1,000
IVA Worldwide Fund Class I	Mutual Funds	Joint	$1,001 - $15,000	Dividends/Interest/Capital Gains $1 - $200
IVA Worldwide Fund Class I	Mutual Funds	Spouse	$50,001 - $100,000	Dividends/Interest/Capital Gains $201 - $1,000
Jackson National Life - Inflation Plus Sub-Fund	Retirement & Pension	Spouse	$15,001 - $50,000	None
Horizon Cap Mgt JNL Sub-Fund	Retirement & Pension	Spouse	$15,001 - $50,000	None
JNL Life Insurance Co. Lifestyle Growth Sub Fund	Retirement & Pension	Joint	$50,001 - $100,000	None
KBW Insurance ETF(KIE)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Louisiana Public Employees Deferred Compensation Plan	Retirement & Pension	Spouse	$1,001 - $15,000	IRA $2,501 - $5,000
Alistar FD High Yield Corporate Bond Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Interest/Capital Gains $1,001 - $2,500
McDonalds Corp(MCD)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Md Technologies	Stocks	Spouse	$1 - $1,000	None
Morgan Stanley Tech	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
Morgan Stanley Tech E MKT	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
MSMP - Kate	Other	DC	$1,001 - $15,000	None
MSMP - Meg	Other	DC	$15,001 - $50,000	None
MSMP - Will	Other	DC	$1,001 - $15,000	None
Nabors Industries LTD(NBR)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
New World Fund Class F	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
Oppenheimer INTL BND FD Class Y	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Interest/Capital Gains $201 - $1,000
Petro CDA	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
PIMCO FDS PAC INVST MGMT SER Total Return FD	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Interest/Capital Gains $1,001 - $2,500
PIMCO FDS PAC Inv MGMT SER-Commodity Real	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Interest/Capital Gains $1 - $200
PIMCO Global Multi-Asset Fund	Mutual Funds	Spouse	N/A	Dividends/Interest/Capital Gains $2,501 - $5,000
PIMCO Global Multi-Asset Fund	Mutual Funds	Joint	N/A	Dividends/Interest/Capital Gains $201 - $1,000
Post Properties(PPS)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
PowerShares DB Base Metals Fund(DBB)	ETFs	Spouse	N/A	Dividends $1 - $200
PowerShares DB Silver Fund(DBS)	ETFs	Spouse	N/A	Dividends $1 - $200
PowerShares Dynamic Leisure & Entertainment ETF(PEJ)	ETFs	Spouse	N/A	Capital Gains $201 - $1,000
Procter & Gamble(PG)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Rental Property - 40859 Stonegate, Baton Rouge, LA 70806 Baton Rouge, LA, US	Real Estate	Joint	$250,001 - $500,000	Rent $15,001 - $50,000
Russell Global Funds - Managed Futures Strategy	Mutual Funds	Spouse	N/A	Dividends/Interest/Capital Gains $1 - $200
Technology Select Sector SPDR Fund(XLK)	ETFs	Spouse	N/A	Dividends $1 - $200
Technology Select Sector SPDR Fund(XLK)	ETFs	Spouse	N/A	Dividends $1 - $200
Sigma-Aldrich Corp(SIAL)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
SMALLCAP World Fund	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
SPDR Dow Jones REIT ETF(RWR)	ETFs	Spouse	$1 - $1,000	Dividends $1 - $200
SPDR KBW Bank ETF(KBE)	ETFs	Spouse	$1 - $1,000	Dividends $1 - $200
SPDR KBW Capital Markets ETF	ETFs	Spouse	N/A	Capital Gains $201 - $1,000
SPDR KBW Capital Markets ETF	ETFs	Spouse	$1 - $1,000	Dividends $1 - $200
SPDR Metals & Mining ETF(XME)	ETFs	Spouse	$1 - $1,000	Dividends $1 - $200
SPDR Pharmaceuticals ETF(XPH)	ETFs	Spouse	$1 - $1,000	Dividends $1 - $200
SPDR S&P Oil & Gas Equipment & Services ETF(XES)	ETFs	Spouse	$1 - $1,000	Dividends $1 - $200
SPDR S&P Retail ETF(XRT)	ETFs	Spouse	$1 - $1,000	Dividends $1 - $200
SPDR S&P Semiconductor ETF(XSD)	ETFs	Spouse	$1 - $1,000	Dividends $1 - $200
SPDR S&P Semiconductor ETF(XSD)	ETFs	Spouse	N/A	Capital Gains $201 - $1,000
T. Rowe Price Mid-Cap Value	Mutual Funds	Joint	$1,001 - $15,000	Dividends/Interest $1 - $200
T. Rowe Price Mid-Cap Value	Mutual Funds	Joint	$1,001 - $15,000	Dividends/Interest/Capital Gains $1 - $200
Target Corp(TGT)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
IRA Real Estate	Retirement & Pension	Spouse	$5,001 - $100,000	None
TIAA Traditional	Retirement & Pension	Spouse	$100,001 - $250,000	Dividends/Interest/Capital Gains $1,001 - $2,500
TIAA Traditional	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends/Interest/Capital Gains $201 - $1,000
TIAA-CREF IRA	Retirement & Pension	Spouse	$250,001 - $500,000	IRA
TIAA-CREF IRA	Retirement & Pension	Spouse	$1,001 - $15,000	IRA
Torchmark Corp(TMK)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
US Natural Gas Fund LP(UNG)	ETFs	Spouse	$1,001 - $15,000	None
Vanguard REIT ETF(VNQ)	ETFs	Spouse	N/A	Capital Gains $201 - $1,000
Wal-Mart Stores Inc(WMT)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Wells Fargo Bank	Bank & Cash	Spouse	$1 - $1,000	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Chase Home Finance	mortgage	$100,001 - $250,000	—	—
JP Morgan	line of credit	$10,001 - $15,000	—	—

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

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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).