DANIEL E. LUNGREN
DANIEL E. LUNGREN Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 15, 2009. Includes 22 assets.
Est. Net Worth
$169K
2009 annual disclosure
Total Assets
$32K - $306K
22 assets
Total Liabilities
$0
0 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
Mutual Funds$96K (14)
Bank & Cash$41K (6)
LLC / Partnership$33K (1)
Retirement & Pension$0 (1)
Top Stock Holdings (from trades)
All Assets (22)
| Asset | Value |
|---|---|
BB&T Bank Accounts | $1 - $1,000 |
Congressional FCU Accounts | $1,001 - $15,000 |
M&T Bank Account (formerly First Horizon) | $1,001 - $15,000 |
Golden One Credit Union | $1,001 - $15,000 |
Stoneyford Ranch, LLC Glenn, CA, US | $15,001 - $50,000 |
UBS Financial Services IRA | N/A |
UBS Bank USA Money Market Deposit Account | $1,001 - $15,000 |
UBS Pace Money Market | $1,001 - $15,000 |
American Funds AMCAP Fund Class F | $1,001 - $15,000 |
American Funds Capital World Growth & Income Fund | $1,001 - $15,000 |
Hartford Capital Appreciation Fund | $1,001 - $15,000 |
Henderson Global Investors Intl Opportunities Fund | $1,001 - $15,000 |
Keely Small Cap Value Fund | $1,001 - $15,000 |
MFS Value Fund Class A | $1,001 - $15,000 |
Royce Premier Fund | $1,001 - $15,000 |
Loomis Sayles Bond Fund Class Retail | $1,001 - $15,000 |
Western Asset Short Term Bond Fund | $1,001 - $15,000 |
PIMCO Commodity Real Return Strategy Fund | $1,001 - $15,000 |
UBS Financial Services | $1,001 - $15,000 |
UBS Mason Partners Aggressive Growth Fund | $1,001 - $15,000 |
Legg Mason Partners Appreciation Fund | N/A |
Legg Mason Partners Fundamental Value Fund | N/A |
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).