DANIEL E. LUNGREN
DANIEL E. LUNGREN Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 15 assets and 1 liabilities.
Est. Net Worth
$243K
2008 annual disclosure
Total Assets
$135K - $375K
15 assets
Total Liabilities
$10K - $15K
1 liabilities
Total Trades
21
From PTR filings
Trade Volume
$333K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $243K |
| 2009 | $169K |
| 2010 | $124K |
| 2011 | $36K |
| 2012 | -$423K |
Assets by Category
Bank & Cash$124K (4)
Mutual Funds$99K (10)
LLC / Partnership$33K (1)
Top Stock Holdings (from trades)
All Assets (15)
| Asset | Value |
|---|---|
BB&T Bank Accounts | $1,001 - $15,000 |
Congressional FCU Accounts | $1,001 - $15,000 |
First Horizon Bank | $15,001 - $50,000 |
Golden One Credit Union Sacramento, CA, US | $50,001 - $100,000 |
Schwab - Barclays Global Investors S&P 500 (Venable Retirement Plan 202) | N/A |
Schwab - PNC Growth & Income (formerly Meritable Retirement Plan) | N/A |
Schwab - True Value (Venable Retirement Plan) | N/A |
Retirement Plan - Total Return Instl (Venable Retirement Plan) | N/A |
Schwab S&P 500 SEL (Venable Retirement Plan) | N/A |
Schwab Stable Value (Venable Retirement Plan) | N/A |
Seldor Ranch, LLC Glenn Co., CA, US | $15,001 - $50,000 |
UBS Financial Services - Money Market Fund | $50,001 - $100,000 |
Mason Partners Aggressive Growth Fund | $1,001 - $15,000 |
UBS Financial Services - Legg Mason Partners Appreciation | $1,001 - $15,000 |
UBS Financial Services - Legg Mason Partners Fundamental Value Fund | $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| VISA | credit card | $10,001 - $15,000 |
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).