Cathy McMorris Rodgers

Cathy McMorris Rodgers Net Worth & Financial Disclosure

house

Annual financial disclosure for 2010, filed May 17, 2010. Includes 77 assets and 3 liabilities.

Est. Net Worth
$4.6M
2010 annual disclosure
Total Assets
$2.7M - $7.7M
77 assets
Total Liabilities
$360K - $765K
3 liabilities
Total Trades
140
From PTR filings
Trade Volume
$1.8M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$1.8M
2009$3.7M
2009$1.8M
2009$3.7M
2010$4.6M
2011$3.8M
2012$1.1M
2013$4.1M

Assets by Category

Real Estate$3.8M (2)
Mutual Funds$1.3M (35)
Bank & Cash$75K (1)
Retirement & Pension$65K (39)

Top Stock Holdings (from trades)

All Assets (77)

AssetValue
1426 G St SE
Washington, DC, US
$500,001 - $1,000,000
3057 Hinrichs Way
San Diego, CA, US
$1,000,001 - $5,000,000
BlackRock FDS Intl Opportun Instl Shs Roth IRA
$1,000,000 - $1,000,000
BlackRock FDS Intl Opportun Instl Shs
N/A
BlackRock Global Allocation Class A Roth IRA
$1,001 - $15,000
BlackRock Global Allocation Class A IRA
$15,001 - $50,000
BlackRock Global Allocation Fund IRA
N/A
BlackRock Protected Bond Fund Instl Cl IRA
N/A
Buffalo Small Cap Fund IRA
N/A
ALVS Alternative Asset Allocation Plus Fund Class A IRA
N/A
FBR Focus Fund IRA
N/A
Fidelity Destiny I
$50,001 - $100,000
First Eagle Fds Inc Global FD Cl I Roth IRA
N/A
First Eagle Fds Inc Global FD
N/A
First Eagle Global Inc FD Cl A IRA
$15,001 - $50,000
Glacier Global Inc Global FD Cl A Roth
$1,001 - $15,000
Goldman Sachs Asset Management Portfolios Instl Cl IRA
N/A
Hartford Mid Cap FD Cl A IRA
N/A
IRA as Edwards Govt Obligation Fund
N/A
IRA AG EDWARDS I SHARES S&P GLOBAL UTILS SECTOR INDEX FD
N/A
IRA AG EDWARDS I SHARES RUSSELL 2000 GROWTH INDEX FUNDS
N/A
IRA AG EDWARDS I SHARES S&P MIDCAP 400 VALUE INDEX FUND OF SHARES
N/A
IRA AG EDWARDS I SHARES TECHNOLOGY SECTOR INDEX FD
N/A
IRA AG EDWARDS I SHARES RUSSELL MIDCAP INDEX FUND
N/A
IRA AG EDWARDS SECTOR SPDR FINANCIAL
N/A
IRA AG EDWARDS SECTOR SPDR CONSUMER DISCRETIONARY
N/A
IRA AG EDWARDS SECTOR SPDR TSBI ENERGY
N/A
IRA AG EDWARDS SECTOR SPDR TSBI INDUSTRIAL
N/A
IRA AG EDWARDS SECTOR SPDR TSBI HEALTH
N/A
IRA AG EDWARDS SECTOR SPDR TSBI BEN INT CONSUMER STAPLES
N/A
IRA AG Edwards Sector Health Care Ben Int
N/A
IRA iShares Trust S&P 500 Index Fund
N/A
iShares S&P Small Cap 600 Growth Index Fund IRA
N/A
iShares S&P Small Cap 600 Value Index Fund IRA
N/A
iShares MSCI Emerging Markets Index Fund IRA
N/A
Invesco Inc Asset Strategy Fund Class A IRA
$15,001 - $50,000
Invesco Inc Asset Strategy Fund Class A Roth IRA
$1,001 - $15,000
Ivy Funds Inc Asset Strategy Fund Class IRA
N/A
Janus Investment Fund Perkins Small Cap Value Fund Investor Shares IRA
N/A
Keeley Funds Inc Small Cap Dividend Fund Class A
N/A
Lazard Funds Inc Small Cap Value Fund IRA
N/A
Lazard Funds Inc Emerging Markets Portfolio Institutional Shares IRA
N/A
MainStay Large Cap Growth Fund Class I IRA
N/A
MFS Growth Fund Class I
N/A
Metropolitan West High Yield Bond Fund Class M IRA
N/A
MFS Value Fund Class W IRA
N/A
MFS Series Trust I Value Fund Class W Roth IRA
N/A
Oppenheimer Developing Markets Class Y IRA
N/A
Perkins Mid Cap Value Fund Institutional
N/A
Permanent Portfolio Fund IRA
$15,001 - $50,000
Permanent Portfolio Fund
$50,001 - $100,000
PIMCO Funds Pacific Investment Total Return Class A Roth
$1,001 - $15,000
PIMCO Funds Total Return Institutional Class
N/A
PIMCO Funds Total Return Fund A IRA
$1,001 - $15,000
PIMCO Funds Total Return Fund I IRA
N/A
American Funds EuroPacific Growth Fund (Roth)
$1,001 - $15,000
ROTH IRA AG Edwards - iPath Index AIG Commodity
N/A
ROTH IRA AG Edwards - iShares iBoxx $ Investment Grade Corporate Bond
N/A
ROTH IRA AG Edwards - iShares MSCI EAFE Index
N/A
ROTH IRA AG Edwards - iShares S&P Mid Cap 400 Index
N/A
ROTH IRA AG Edwards - iShares Small Cap 600 Index
N/A
ROTH IRA AG Edwards - iShares Russell 1000 Growth Index
N/A
ROTH IRA AG Edwards - iShares S&P 500 Index
N/A
ROTH IRA American Funds Growth Fund of America
$1,001 - $15,000
ROTH IRA American Funds Small Capital World Fund
$1 - $1,000
T. Rowe Price MD IRA
N/A
Templeton Global Bond Fund Class A IRA
$1,001 - $15,000
Templeton Global Bond Fund Class A Roth
$1,001 - $15,000
Templeton Growth Fund Class A
$15,001 - $50,000
Vanguard Emerging Markets ETF IRA
N/A
Vanguard Europe ETF IRA
N/A
Vanguard Mid Cap ETF Roth
N/A
Vanguard REIT ETF Roth
N/A
Vanguard Small Cap ETF Roth
N/A
Wells Fargo Savings Account (formally Wachovia Securities Account)
$50,001 - $100,000
Yacktman Fund Inc Focused Fund
N/A
Yacktman Fund Inc
N/A

Liabilities (3)

CreditorTypeAmount
WELLS FARGO MORTGAGEmortgage$100,001 - $250,000
ACSstudent loan$10,001 - $15,000
Central Mortgage Companymortgage$250,001 - $500,000

Trading Sector Allocation (from PTR trades)

Financial Services$56K
Utilities$8K
Energy$16K
Consumer Cyclical$8K
Industrials$8K
Technology$8K
Healthcare$8K
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).
Cathy McMorris Rodgers Net Worth & Financial Disclosure 2010: Assets & Portfolio | Congress Stock Tracker