BRIAN BAIRD

BRIAN BAIRD Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 40 assets and 2 liabilities.

Est. Net Worth
$1.8M
2008 annual disclosure
Total Assets
$1.6M - $3.8M
40 assets
Total Liabilities
$600K - $1.3M
2 liabilities
Total Trades
13
From PTR filings
Trade Volume
$834K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$1.8M
2008$2M
2009$1.2M
2010$3.4M

Assets by Category

Real Estate$1.5M (2)
Retirement & Pension$414K (9)
Mutual Funds$307K (8)
Stocks$219K (13)
Bank & Cash$192K (5)
Other$65K (3)

Top Stock Holdings (from trades)

All Assets (40)

AssetValue
Congressional Credit Union Checking Account
$1 - $1,000
Congressional Credit Union Savings Account
$1 - $1,000
Congressional Credit Union Money Market
$1,001 - $15,000
Hartford HAFXC
N/A
TIAA-CREF
$100,001 - $250,000
Davis NRVCX
N/A
AIMFDS - Group FD, CL, L
$1,001 - $15,000
Wachovia Securities Money Market CLA
$1,000 - $15,000
Prentice Hall Royalties
N/A
508 Seward Square SE
Washington, DC 20003, US
$500,001 - $1,000,000
$15,001 - $50,000
First INDL Realty Trust Inc (IRA)
$15,001 - $50,000
$15,001 - $50,000
$15,001 - $50,000
$15,001 - $50,000
$1,001 - $15,000
$1 - $1,000
82 Salmon Beach
Tacoma, WA, US
$500,001 - $1,000,000
$50,001 - $100,000
TIAA-CREF
$100,001 - $250,000
$1,001 - $15,000
UBS Investment
$1,001 - $15,000
Guaranteed Education Tuition Account #1
$15,001 - $50,000
UBS Global Account
$100,001 - $250,000
Municipal LLC Growth (UBS INVESTMENT)
$15,001 - $50,000
CharterMac (UBS INVESTMENT)
$15,001 - $50,000
Dimensional Fund Products (UBS INVESTMENT)
$50,001 - $100,000
$1,001 - $15,000
$1 - $1,000
$1 - $1,000
Guaranteed Education Tuition Account #2
$15,001 - $50,000
$15,001 - $50,000
$15,001 - $50,000
US BANK USA MONEY FUND
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$15,001 - $50,000

Liabilities (2)

CreditorTypeAmount
Homecomings Financial (formerly called Capitol Title)mortgage$500,000 - $1,000,000
CFCU Home Equityother$100,001 - $250,000

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$41K
Industrials$41K
Technology$33K
Financial Services$65K
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).
BRIAN BAIRD Net Worth & Financial Disclosure 2008: Assets & Portfolio | Congress Stock Tracker