Bill Flores

Bill Flores Net Worth & Financial Disclosure

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Annual 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
PeriodEst. 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)

AssetValue
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)

CreditorTypeAmount
Fidelity Investmentsmargin 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).
Bill Flores Net Worth & Financial Disclosure 2011: Assets & Portfolio | Congress Stock Tracker