Bill Flores
Bill Flores Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed August 11, 2011. Includes 27 assets and 1 liabilities.
Est. Net Worth
$50M
2011 annual disclosure
Total Assets
$45.5M - $54.9M
27 assets
Total Liabilities
$100K - $250K
1 liabilities
Total Trades
854
From PTR filings
Trade Volume
$15.4M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2011 | $50M |
| 2012 | $8.2M |
| 2013 | $901K |
| 2013 | $18.5M |
Assets by Category
Mutual Funds$40.7M (3)
Other$3.8M (4)
Retirement & Pension$3M (1)
Stocks$1.7M (5)
LLC / Partnership$609K (6)
Bank & Cash$399K (5)
Insurance$41K (2)
Gov. Securities$32K (1)
Top Stock Holdings (from trades)
All Assets (27)
| Asset | Value |
|---|---|
Amogy Bank Accounts | $1,001 - $15,000 |
Fidelity IRA (Managed by Salient) See Attachment B | $1,000,001 - $5,000,000 |
Fidelity Joint Acct (Managed by Salient) See Attachment C | $1,000,001 - $5,000,000 |
AICPA Insurance Trust | N/A |
Fidelity Joint Account (Self Managed) | $250,001 - $500,000 |
HSABank (Phoenix Flexible Spending Account) | $1,001 - $15,000 |
JW Flores Family LLC | $1 - $1,000 |
Flores Family LP Liberty County, TX, US | $1,001 - $15,000 |
Loans Receivable from Bill Flores for Congress Campaign | $500,001 - $1,000,000 |
Promissory Note | N/A |
Protonex Technology | $1 - $1,000 |
Sanders Opportunity Fund | $250,001 - $500,000 |
Southern Farm Bureau Life Insurance Co. (two whole life policies—one universal life and one single premium universal life) | $15,001 - $50,000 |
Southern Farm Bureau Life Insurance Policy (universal life) | $1,001 - $15,000 |
Standard Renewable Energy Group | $100,001 - $250,000 |
TPH Partners LP | $100,001 - $250,000 |
Trulite Inc. | $1 - $1,000 |
Wells Fargo Bank Accounts | $1,001 - $15,000 |
| $32,837 - $32,837 | |
Federal National Mortgage Association 7.00% 10-01-2034 | $31,846 - $31,846 |
| $1,317,566 - $1,317,566 | |
| $304,598 - $304,598 | |
Kinder Morgan Energy Partners, L.P. | $250,483 - $250,483 |
Cash Account | Not disclosed |
Fund Investment – Long Term | $1,587 - $1,587 |
| $350 - $350 | |
Franked Fund Daily Money | $40,302,209 - $40,302,209 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Fidelity Investments | margin loan | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Healthcare$654K
Consumer Cyclical$426K
Consumer Defensive$835K
Technology$993K
Energy$4.5M
Financial Services$661K
Communication Services$249K
Industrials$634K
Services$145K
Banking$129K
Basic Materials$88K
Utilities$32K
Real Estate$16K
Retail Trade$308K
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).