Bill Cassidy

Bill Cassidy Net Worth & Financial Disclosure

senate

Annual financial disclosure for 2012, filed May 23, 2012. Includes 66 assets and 2 liabilities.

Est. Net Worth
$2M
2012 annual disclosure
Total Assets
$1.3M - $3.3M
66 assets
Total Liabilities
$200K - $500K
2 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$1.8M (47)
Real Estate$375K (1)
Other$81K (5)
Stocks$65K (10)
Bank & Cash$9K (2)
Insurance$0 (1)

Top Stock Holdings (from trades)

All Assets (66)

AssetValue
Louisiana Public Employees Deferred Comp Plan
$1 - $1,000
TIAA Traditional B9650515-7
$1,001 - $15,000
TIAA Traditional
$250,001 - $500,000
TIAA CREF Equities
$1,001 - $15,000
TIAA Real Estate
$50,001 - $100,000
TIAA CREF Inflation-Linked Bond
$100,001 - $250,000
Arbitrage (IRA)
$1,001 - $15,000
Blackrock Global Allocation (IRA)
$1,001 - $15,000
Cohen & Steers (IRA)
$1,001 - $15,000
Eaton Vance Global Macro (IRA)
$1,001 - $15,000
First Eagle Fund Global (IRA)
$1,001 - $15,000
IVA Worldwide Fund (IRA)
$1,001 - $15,000
Mainstay Fund High Yield (IRA)
$1,001 - $15,000
Pimco Unconstrained BD Fund (IRA)
$1,001 - $15,000
Oppenheimer Intl BD Fund (IRA)
$1,001 - $15,000
PIMCO Global Multi-Asset Fund (IRA)
$1,001 - $15,000
Prudential Short Term Corporate Bond (IRA)
$1,001 - $15,000
T Rowe Price Cap Appreciation Fund (IRA)
$1,001 - $15,000
Natixis FDS TR II ASG (IRA)
$1,001 - $15,000
Virtus Opportunities TR Premium (IRA)
$1,001 - $15,000
Cash Balance
$1 - $1,000
Green Tree 95-10 B2
$1,001 - $15,000
Green Tree 93-3 B2
N/A
Cash Balance (IRA)
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1 - $1,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1 - $1,000
$1,001 - $15,000
$1,001 - $15,000
Toyota Mtr Corp. (IRA)
$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)
N/A
Green Tree 97-7 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 5-17 1x2 Alternative Loan Trust (IRA)
$1,001 - $15,000
Countrywide 7-17 Alternative Loan Trust (IRA)
$1,001 - $15,000
CWALT 05-27 Alternative Loan Trust (IRA)
$1,001 - $15,000
Arbitrage Fd (IRA)
$15,001 - $50,000
Blackrock Global Alloc (IRA)
$50,001 - $100,000
Cohen & Steers RLTY (IRA)
$1,001 - $15,000
Eaton Vance Global Macro Absolute Return (IRA)
$15,001 - $50,000
First Eagle FDS (IRA)
$50,001 - $100,000
Harris Assoc Invst F Oakmark (IRA)
$100,001 - $250,000
IVA Worldwide Fund (IRA)
$50,001 - $100,000
Mainstay FD High Yield Corporate BD (IRA)
$15,001 - $50,000
Pimco Unconstrained BD (IRA)
$50,001 - $100,000
Pimco Intl Bd Fund (IRA)
$15,001 - $50,000
Pimco Global Multi Asset (IRA)
$15,001 - $50,000
Prudential Short Term Corporate Bond (IRA)
$50,001 - $100,000
Natixis DS (IRA)
$15,001 - $50,000
Virtus Opportunities (IRA)
$15,001 - $50,000
Gart I C I OB Blended (IRA)
$15,001 - $50,000
Jackson National Life (IRA)
$50,001 - $100,000
John Hancock Life Insurance Co. Lifestyle Growth Sub Fund
N/A
Rental Property
Broussard, LA, US
$250,001 - $500,000
MSMP - Will
$15,001 - $50,000
MSMP - Kate
$1,001 - $15,000
MSMP - Meg
$15,001 - $50,000

Liabilities (2)

CreditorTypeAmount
JP Morganmortgage$100,001 - $250,000
Metlifemortgage$100,001 - $250,000

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).