Bill Cassidy

Bill Cassidy Net Worth & Financial Disclosure

senate

Annual financial disclosure for 2011, filed November 1, 2011. Includes 18 assets.

Est. Net Worth
$2.9M
2011 annual disclosure
Total Assets
$1.8M - $3.9M
18 assets
Total Liabilities
$0
0 liabilities
Total Trades
207
From PTR filings
Trade Volume
$9.4M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2009$3M
2010$2.2M
2011$2.9M
2011$2.8M
2012$2M
2013$1M

Assets by Category

Retirement & Pension$2.5M (9)
Mutual Funds$406K (7)
ETFs$0 (2)

Top Stock Holdings (from trades)

All Assets (18)

AssetValue
N/A
MainStay High Yield Corporate Bond Fund Class I
$1,001 - $15,000
PIMCO Funds PAC Investment Management Series Total Return Fund
$15,001 - $50,000
TIAA CREF Retirement
$1,001 - $15,000
TIAA CREF Retirement
$500,001 - $1,000,000
TIAA Traditional
$250,000 - $500,000
TIAA Real Estate
$100,000 - $250,000
CREF Inflation-Linked Bond
$50,000 - $100,000
TIAA Traditional - B965015-7
$1,001 - $15,000
Power Shares DB Base Metals Funds
N/A
Mainstay FD High Yield Corporate Bond FD CL I
$1,001 - $15,000
PIMCO FDS PAC Invt Mgmt SER Total Return FD
$15,001 - $50,000
TIAA CREF Retirement
$1,001 - $15,000
TIAA CREF Retirement
$500,001 - $1,000,000
TIAA Traditional
$250,000 - $500,000
TIAA Real Estate
$100,000 - $250,000
CREF Inflation-Linked Bond
$50,000 - $100,000
TIAA Traditional - B965015-7
$1,001 - $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
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).
Bill Cassidy Net Worth & Financial Disclosure 2011: Assets & Portfolio | Congress Stock Tracker