DANIEL E. LUNGREN Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 12, 2010. Includes 16 assets.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$124K

2010 annual disclosure

Total Assets

$81K - $166K

16 assets

Total Liabilities

0 liabilities

Total Trades

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

Retirement & Pension$50K (1)

Bank & Cash$41K (3)

LLC / Partnership$33K (1)

Mutual Funds$0 (11)

Top Stock Holdings (from trades)

All Assets (16)

Asset	Type	Owner	Value	Income
M&T Bank Account	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Congressional FCU Accounts	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
Stoneford Ranch, LLC Glenn Co., CA, US	LLC / Partnership	Joint	$15,001 - $50,000	Ranch
Union Bank Financial Services IRA	Retirement & Pension	Joint	$50,000 - $50,000	None
UBS Pace Money Market Fund Class F	Mutual Funds	Joint	N/A	None
American Funds AMCAP Fund Class F	Mutual Funds	Joint	N/A	Dividends $1 - $200
American Funds Capital World Growth & Income Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
Hartford Capital Appreciation Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
Henderson Global Investors Opportunities Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains $1 - $200
Keeley Small Cap Value Fund	Mutual Funds	Self	N/A	None
MFS Value Fund Class A	Mutual Funds	Self	N/A	Dividends
Royce Premier Fund	Mutual Funds	Self	N/A	Capital Gains $1 - $200
Loomis Sayles Bond Fund Class Retail	Mutual Funds	Self	N/A	Dividends/Capital Gains $1 - $200
Virtus Multi-Sector Short Term Bond Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
PIMCO Long-Term Real Return Strategy Fund	Mutual Funds	Self	N/A	Capital Gains $1 - $200
Chase Bank account	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200

DANIEL E. LUNGREN trades Wealthiest members Most active traders CA 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).