Bill Foster Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 18 assets.

Year:

2025 2013 2011 2010 2009 2008

Est. Net Worth

$21.6M

2008 annual disclosure

Total Assets

$7.4M - $35.9M

18 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$1.2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$21.6M
2009	$17.8M
2010	$19.1M
2011	$15.5M
2013	$18.1M
2025	$21.7M

Assets by Category

Other$15M (1)

Bank & Cash$3M (2)

LLC / Partnership$3M (2)

Mutual Funds$448K (12)

Retirement & Pension$175K (1)

Top Stock Holdings (from trades)

First Trust Cloud Computing ETFSKYY

$175K

VanEck High Yield Muni ETFHYD

$175K

Vanguard Financials ETFVFH

$75K

VanEck Intermediate Muni ETFITM

$75K

State Street Health Care Select Sector SPDR ETFXLV

$75K

State Street Energy Select Sector SPDR ETFXLE

$75K

State Street Industrial Select Sector SPDR ETFXLI

$75K

First Trust NASDAQ Cybersecurity ETFCIBR

$75K

State Street Consumer Staples Select Sector SPDR ETFXLP

$33K

All Assets (18)

Asset	Type	Owner	Value	Income
Ownership interest in ETC Holdings Inc.	LLC / Partnership	Self	N/A	Capital Gains $1,000,001 - $5,000,000
Promissory note for payments made on sale of interest in Electronic Theatre Controls	Other	Self	$5,000,001 - $25,000,000	None
Ownership interest in ETC Holdings Inc. and subsidiaries Middleton, WI, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	Partnership Income $100,001 - $1,000,000
HSBC Bank Savings Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
TIAA Traditional Retirement Annuity	Retirement & Pension	Self	$100,001 - $250,000	None
CREF Stock	Mutual Funds	Self	$250,001 - $500,000	None
Harris Bank Batavia savings, checking and money market accounts	Bank & Cash	Self	$1,000,001 - $5,000,000	Interest $15,001 - $50,000
Russell Select Value Fund CL S	Mutual Funds	Self	$15,001 - $50,000	None
Russell Select Growth Fund CL S	Mutual Funds	Self	$1,001 - $15,000	None
Russell Multistrategy Bond Class S	Mutual Funds	Self	$1,001 - $15,000	None
Russell Emerging Markets Fund CL S	Mutual Funds	Self	$1,001 - $15,000	None
Russell Real Estate Secs Fund Class S	Mutual Funds	Self	$1,001 - $15,000	None
Russell International Secs	Mutual Funds	Self	$1,001 - $15,000	None
Russell Tax Managed Mid & Small Fund Class S	Mutual Funds	Self	N/A	Capital Gains $1,001 - $2,500
Russell Tax Managed Large Cap Fund Class S	Mutual Funds	Self	N/A	Capital Gains $5,001 - $15,000
Russell Emerging Markets	Mutual Funds	Self	N/A	Capital Gains $2,501 - $5,000
Russell Tax-Exempt Bond FD Class S	Mutual Funds	Self	N/A	Capital Gains $1 - $200
Russell International Secs	Mutual Funds	Self	N/A	Capital Gains $5,001 - $15,000

Trading Sector Allocation (from PTR trades)

Financial Services$75K

Communication Services$33K

Basic Materials$8K

Healthcare$108K

Consumer Defensive$33K

Consumer Cyclical$33K

Energy$75K

Industrials$140K

Real Estate$16K

Utilities$33K

Technology$283K

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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).