Charles B. Rangel Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed August 12, 2009. Includes 22 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$1.6M

2009 annual disclosure

Total Assets

$934K - $2.3M

22 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$1.6M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$413K
2008	$1.5M
2008	$646K
2009	$1.6M
2009	$1.5M
2010	$1.2M
2010	$1.2M
2011	$2.1M
2011	$2.1M
2012	$1.9M
2012	$2.5M
2013	$1.7M

Assets by Category

Mutual Funds$841K (15)

Bank & Cash$558K (3)

Real Estate$183K (2)

Stocks$16K (2)

Top Stock Holdings (from trades)

Euroyen - Toyota Motor Corp ADR (1:2)TM

$75K

All Assets (22)

Asset	Type	Owner	Value	Income
Alliance Bernstein Municipal Inc. Fund New York Cl A	Mutual Funds	Self	N/A	Dividends $2,501 - $5,000
Alliance Municipal Inc. Fund New York Port	Mutual Funds	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
BlackRock Equity Dividend Fund	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Capital One Checking (former North Fork Bank)	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Congressional Federal Credit Union	Bank & Cash	Self	$200,001 - $500,000	Interest/Dividends $5,001 - $15,000
Empty Lots Glassboro, New Jersey, US	Real Estate	Self	$1,001 - $15,000	None
Federated Market Opportunity Fund CL A	Mutual Funds	Joint	N/A	Dividends $201 - $1,000
Franklin Cust. Fd. Inc. Ser. CL A	Mutual Funds	Joint	N/A	Dividends $1,001 - $2,500
ING Index Plus Large Cap Class B (former Princ. Prot.)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
Barclays TIPS BO Prot. Sec.	Mutual Funds	Spouse	$100,001 - $250,000	None
JP Morgan US Real Estate Fund CL A	Mutual Funds	Joint	N/A	Dividends $201 - $1,000
Lord Abbett Small Cap Value Income Fund CL A	Mutual Funds	Joint	N/A	Dividends $1,001 - $2,500
Merrill Lynch Cash & Mgr Accts	Bank & Cash	Spouse	$100,001 - $250,000	Interest $1,001 - $2,500
ML Allianz Global Investors Constrs Diversified Port Instl	Mutual Funds	Joint	N/A	Dividends/Interest $15,001 - $50,000
Oppenheimer Intl Bond Fd CL A	Mutual Funds	Joint	N/A	Dividends $201 - $1,000
Pepsico, Inc.(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Pimco Emerging Mkts Bond Fund CL A	Mutual Funds	Joint	N/A	Dividends $201 - $1,000
PIMCO GNMA Fd. CL A	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $1 - $200
PIMCO Total Return Fd. CL A	Mutual Funds	Spouse	$250,001 - $500,000	Dividends $201 - $1,000
Punta Cana Beach Villa Punta Cana, Dominican Republic	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
Rochester Municipal Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Yum Brands(YUM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$75K

Energy$8K

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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).