Cathy McMorris Rodgers Net Worth & Financial Disclosure

house

Annual financial disclosure for 2012, filed May 16, 2012. Includes 27 assets and 4 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$1.1M

2012 annual disclosure

Total Assets

$1.3M - $2.8M

27 assets

Total Liabilities

$610K - $1.3M

4 liabilities

Total Trades

140

From PTR filings

Trade Volume

$1.8M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. 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$1.5M (2)

Mutual Funds$353K (18)

Retirement & Pension$124K (6)

Bank & Cash$33K (1)

Top Stock Holdings (from trades)

All Assets (27)

Asset	Type	Owner	Value	Income
1428 G ST SE Washington, DC, US	Real Estate	Joint	$500,001 - $1,000,000	Rent $5,001 - $15,000
657 Hunchis Way San Diego, CA, US	Real Estate	DC	$500,001 - $1,000,000	Rent $15,001 - $50,000
BlackRock Global Allocation CL A IRA	Mutual Funds	Spouse	$15,001 - $50,000	None
A IRA	Retirement & Pension	Spouse	$50,001 - $100,000	None
BlackRock Global Allocation CL A Roth	Mutual Funds	Spouse	$15,001 - $50,000	None
Fidelity Destiny I	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
First Eagle Global Inc FD CL A IRA	Mutual Funds	Spouse	$15,001 - $50,000	None
First Eagle Global Inc FD CL A	Mutual Funds	Self	$1,001 - $15,000	None
My FDS INC Asset Strategy FD CL A IRA (exchanged to Ivy FDS INC Asset Strategy FD CL A)	Mutual Funds	Self	N/A	None
Ivy FDS INC Asset Strategy FD CL A	Mutual Funds	Self	$1,001 - $15,000	None
CL FDS INC Asset Strategy FD CL A	Mutual Funds	Self	N/A	None
CL FDS INC Asset Strategy FD CL A	Mutual Funds	Self	$15,001 - $50,000	None
Lord Abbett Short Duration Income Class F IRA	Mutual Funds	Self	N/A	None
Lord Abbett Short Duration Income Class F Roth	Mutual Funds	Self	N/A	None
Permanent Portfolio Fund IRA	Mutual Funds	Self	N/A	None
Permanent Portfolio PRPFX Fund Roth(PRPFX)	Mutual Funds	Self	N/A	None
Roth American Funds EuroPacific Growth Fund	Mutual Funds	Spouse	$1,001 - $15,000	None
Roth IRA American Funds Growth Fund of America	Mutual Funds	Spouse	$1,001 - $15,000	None
Small Cap World Funds Small Cap Fund	Mutual Funds	Spouse	$1,001 - $15,000	None
Templeton Global Bond CL A IRA (exchanged to Templeton Global Bond CL Adv. Roth IRA)	Retirement & Pension	Self	N/A	None
Templeton Global Bond CL Adv. IRA (exchanged to Templeton Global Bond CL A Roth)	Retirement & Pension	Self	$1,001 - $15,000	None
Templeton Global Bond CL A Roth (exchanged to Templeton Global Bond CL Adv. Roth)	Retirement & Pension	Self	N/A	None
Templeton Global Bond CL Adv. Roth	Retirement & Pension	Self	$1,001 - $15,000	None
Templeton Growth Fund Class A	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Wells Fargo Savings Account	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
Thornburg Income Builder Class I	Mutual Funds	Spouse	$15,001 - $50,000	None
Thornburg Income Builder Class IRA	Retirement & Pension	Spouse	$15,001 - $50,000	None

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Wells Fargo Mortgage	mortgage	$100,001 - $250,000	—	—
Wells Fargo Mortgage	mortgage	$250,001 - $500,000	—	—
Wells Fargo Mortgage	mortgage	$250,001 - $500,000	—	—
ACS	student loan	$10,001 - $15,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$56K

Utilities$8K

Energy$16K

Consumer Cyclical$8K

Industrials$8K

Technology$8K

Healthcare$8K

Cathy McMorris Rodgers trades Wealthiest members Most active traders WA delegation Articles

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).