David Dreier Net Worth & Financial Disclosure

house

Annual financial disclosure for 2012, filed July 11, 2012. Includes 184 assets.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$7.3M

2012 annual disclosure

Total Assets

$4.3M - $10.2M

184 assets

Total Liabilities

0 liabilities

Total Trades

290

From PTR filings

Trade Volume

$14.1M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$17.3M
2009	$5.4M
2010	$9.9M
2011	$9.9M
2011	$9.6M
2012	$7.3M

Assets by Category

Other$2.4M (8)

Stocks$1.9M (156)

Bank & Cash$1.2M (4)

Mutual Funds$858K (8)

Retirement & Pension$375K (1)

LLC / Partnership$175K (2)

Real Estate$175K (2)

ETFs$108K (2)

Insurance$75K (1)

Top Stock Holdings (from trades)

SPDR Gold TrustGLD

$176K

All Assets (184)

Asset	Type	Owner	Value	Income
Capital Multi-Manager Fund LTD	LLC / Partnership	Self	$100,001 - $250,000	Other (Partnership Income) $1 - $200
Aberdeen Emerging (Developing) Mkts Fund of Funds	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Alcatel-Lucent Sponsored ADR(ALU)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
Allianz SE ADR(ALIZY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Alstom ADR(ALSMY)	Stocks	Self	$1,001 - $15,000	None
Alumina Ltd Sponsored ADR(AWCMY)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Amer Medical Systems Holdings	Stocks	Self	N/A	Capital Gains $201 - $1,000
American Funds Growth Fund of America	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
American Funds Washington Mutual Investors Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Applied Materials Inc(AMAT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Amgen Inc(AMGN)	Stocks	Self	$1 - $1,000	None
Anglogold Ashanti Ltd New Sponsored ADR(AU)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Apple Inc.(AAPL)	Stocks	Self	$15,001 - $50,000	None
Arden Focused Global Macro LP	Retirement & Pension	Self	$250,001 - $500,000	Other (Partnership) $5,001 - $15,000
Astrazeneca PLC Sponsored ADR(AZN)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Axis Capital Holdings Ltd Shs(AXS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Baidu Inc(BIDU)	Stocks	Self	$15,001 - $50,000	None
Bank of America(BAC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bank of Hawaii Corp(BOH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Barrick Gold Corp.(GOLD)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Blackbaud Inc(BLKB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Blue Coat Systems(BCSI)	Stocks	Spouse	N/A	None
Bottomline Technologies Inc(EPAY)	Stocks	Self	$1,001 - $15,000	None
Bruker Corp(BRKR)	Stocks	Self	$1,001 - $15,000	None
Calgon Carbon Corp(CCC)	Stocks	Self	$1,001 - $15,000	None
Cameco Corp, Canada(CCJ) Canada	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Capella Education Co.(CPLA)	Stocks	Spouse	N/A	None
Carbo Ceramics Inc(CRR)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Carrefour SA ADR(CRRFY)	Stocks	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Centrais Eletricas Bras SA Sponsored ADR Rep 50(EBR)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Ceragon Networks Ltd IL(CRNT) Israel	Stocks	Self	$1 - $1,000	None
Cerner Corp.(CERN)	Stocks	Self	$15,001 - $50,000	None
Clarcroft Inc	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Coca Cola(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Columbia Seligman Comm & Info A	Mutual Funds	Spouse	$50,001 - $100,000	Capital Gains $5,001 - $15,000
Commercial Metals Co.(CMC)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Commvault Systems Inc(CVLT)	Stocks	Spouse	$1,001 - $15,000	None
Congressional Federal Credit Union Checking & Savings Account	Bank & Cash	Spouse	$100,001 - $250,000	Interest $1 - $200
Corporate Office Props New SBI(OFC)	Stocks	Spouse	$1,001 - $15,000	Dividends/Other (CG, Other Dist.) $1 - $200
Credit Suisse Group Spon ADR(CS)	Stocks	Spouse	$1,001 - $15,000	None
Creg, Inc.	Other	Spouse	N/A	None
DAI Nippon Printing Co. Spon Adr(DNPLY)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Daichi Sankyo CO LTD(DSNKY)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Daiwa House Ind Ltd., Adr(DWAHY)	Stocks	Spouse	N/A	Dividends/Cap Gains $1 - $200
Japan Adr Dime Cmnty Bancshares	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Dupont Fabros Technology Inc(DFT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
East Japan Railway Co.(EJPRY)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
East West Bancorp Inc(EWBC)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Health Inc.	Stocks	Self	$1,001 - $15,000	None
Electricite de France ADR(EDF)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Embraer Aircraft Corp ADR / Embraer S.A. Sponsored ADR(ERJ)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Financial Engines Inc.(FNGN)	Stocks	Self	$1,001 - $15,000	None
Finmeccanica Spa ADR(FINMY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Franklin Templeton (FT) Mutual Shares A Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Fuel Systems Solutions Inc.(FSYS)	Stocks	Self	$1 - $1,000	None
Fuji Film Corp ADR(FUJIY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Gaylord Entertainment Co.(GET)	Stocks	Self	$50,001 - $100,000	None
General Electric(GE)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Genesee & Wyoming Inc Cl A(GWR)	Stocks	Self	$1,001 - $15,000	None
Genetex Corp(GTXI)	Stocks	Self	N/A	None
Gen-Probe Inc.(GPRO)	Stocks	Self	$1 - $1,000	None
GlaxoSmithKline PLC ADR(GSK)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Gold Fields Ltd. Spon Adr(GFI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Green Dot Corp(GDOT)	Stocks	Self	$1,001 - $15,000	None
Hachijuni Bank Ltd. ADR	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
H.E. Dreier Irrevocable Trust	Other	Self	$500,001 - $1,000,000	Interest/Other (Ordinary Inc) $5,001 - $15,000
Hibbett Sports Inc(HIBB)	Stocks	Self	$1,001 - $15,000	None
Home Retail Group	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Horace Mann Educators Corp(HMN)	Stocks	Self	N/A	Dividends
ICU Medical Inc(ICUI)	Stocks	Self	$1,001 - $15,000	None
Impala Platinum Holdings Ltd. Spon ADR(IMPUY)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Independent Bank Corp (Mass)(INDB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
InterDigital Inc. (PA)(IDCC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
International Business Machines(IBM)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Investment Technology Group(ITG)	Stocks	Self	$1 - $1,000	None
iShares Trust Russell 2000 Index Fund(IWM)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Itron, Inc.(ITRI)	Stocks	Self	N/A	None
J2 Global Inc Com(JCOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Jones Lang LaSalle Inc(JLL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Joyce Y. Dreier Trust	Other	Self	$500,001 - $1,000,000	Interest/Other $2,501 - $5,000
KAO Corp. Respg 10 shs Com(KAO)	Stocks	Self	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
Kataphold Group LTD	Other	Self	N/A	None
Kinross Gold Corp., New(KGC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Korea Electric Power Corp. Spn Adr(KEP)	Stocks	Self	$1,001 - $15,000	None
Landauer Inc(LDR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lindsay Corp(LNN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Liquidity Services Inc(LQDT)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
LKQ Corp(LKQ)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Lufkin Industries Inc(LUFK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lululemon Athletica Inc(LULU)	Stocks	Self	$15,001 - $50,000	Capital Gains $1 - $200
Magna International Inc., Cl A Sub Vtg Canada Ord(MGA)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Marine Harvest ASA ADR(MHGVY)	Stocks	Self	$1,001 - $15,000	None
MarketAxess Holdings Inc(MKTX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Mass Mutual Life - Whole Life	Insurance	Self	$50,001 - $100,000	None
Men's Wearhouse Inc(MW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Meridian Bioscience Inc(VIVO)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Microsoft, Inc.(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Middleby Corp Del(MIDD)	Stocks	Self	$1,001 - $15,000	None
Minerals Technologies Inc(MTX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Mitsui Sumitomo Unspns ADR / MS&AD Ins Group Holdings ADR(MSADY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Nat Instruments Corp(NATI)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Neogen Corp.(NEOG)	Stocks	Self	$1,001 - $15,000	None
NetApp Inc(NTAP)	Stocks	Self	N/A	None
New Jersey Resources Corp(NJR)	Stocks	Self	$1,001 - $15,000	None
Newcrest Mining Ltd. Sponsored ADR(NCMGY) Australia	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nexen, Inc.(NXY)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Nintendo, Ltd. ADR(NTDOY) Japan	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nippon Telegraph & Telephone Corp. Sponsored ADR(NTTYY)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Nokia Corp. Sponsored ADR(NOK) Finland	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
OAO Gazprom Level 1 ADR(OGZPY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Ocwen Financial Corp(OCN)	Stocks	Self	$1,001 - $15,000	None
OK Publishing Co.	Other	Self	$15,001 - $50,000	Dividends/Capital Gains $50,001 - $100,000
P.T. Telekomunikasi Indonesia(TLK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Panasonic Corp. Sponsored ADR(PCRFY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Plantronics Inc(PLT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Polycom, Inc.(PLCM)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Polyus Gold ADR(PYGLY)	Stocks	Self	N/A	None
Polyus Gold Intl Ltd Sponsored GDR(PLZLY)	Stocks	Self	$1,001 - $15,000	None
Power Integrations Inc(POWI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble Co.(PG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Quaker Chemical Corp(KWR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Qualcomm Inc(QCOM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Quality Systems Inc(QSII)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RMA Money Market Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
Rohm Co. Ltd. ADR(ROHCY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Royal Dutch Shell Plc ADS Regs Cl B Ord(RDS.B)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Sanofi Aventis SA ADR(SNY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Sapient Corp(SAPE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sekisui House Ltd. ADR(SKHSY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Select Comfort Corp(SCSS)	Stocks	Self	$1,001 - $15,000	None
Seven & I Holdings Co., Ltd. ADR(SVNDY)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Shiseido Co., Ltd. ADR (Japan)(SSDOY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Siemens AG Spon ADR	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Signature Bank New York NY New York, NY, US	Stocks	Self	$1,001 - $15,000	None
Simpson Manufacturing Co. Inc. Del.	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SK Telecom Co., Ltd. ADR	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Societe Generale France Spon ADR France	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Soda Stream Intl Ltd Is Israel	Stocks	Self	$1 - $1,000	None
South Jersey Ind Inc.	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR Gold Trust	ETFs	Self	$50,001 - $100,000	None
Statoil Asa Spon ADR	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Sumitomo Trust & Banking Spon ADR	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Suncor Energy, Inc. New Cad Canada	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Surewest	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Swisscom AG Spon ADR	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Takeda Pharmaceutical Co. Ltd.	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
Talisman Energy Inc Cad(TLM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
TCF Financial Corp(TCF)	Stocks	Self	N/A	Dividends $1 - $200
Team Inc.(TISI)	Stocks	Self	$1,001 - $15,000	None
Telecom Italia Spa New Rbstg To Order	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Temper-Pedic Intl Inc.(TPX)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Tesco Corp Cad	Stocks	Self	$1 - $1,000	None
Texas Capital Bancshares Inc.(TCBI)	Stocks	Self	$1,001 - $15,000	None
Tiffany Mann (Apartment Building, Kansas City, MO) Kansas City, MO, US	Real Estate	Self	N/A	Interest/Other (Ordinary) $15,001 - $50,000
Time Warner Inc.(TWX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
TNT Express N V Adr	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Toyota Motor Corp, New Japan(TM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Transocean LTD Chf(RIG)	Stocks	Self	$15,001 - $50,000	None
UBS Bank Deposit Account	Bank & Cash	Self	$500,001 - $1,000,000	Interest $1 - $200
UBS Select Prime Institutional Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Other (CGD) $1,001 - $2,500
UMB Financial Corp(UMBF)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Umpqua Holdings Corp(UMPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Under Armour Inc(UAA)	Stocks	Self	N/A	Capital Gains $201 - $1,000
United Natural Foods Inc(UNFI)	Stocks	Self	$1,001 - $15,000	None
Viacom Inc.(VIAC)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $100,001 - $1,000,000
VMware, Cl. A(VMW)	Stocks	Self	$50,001 - $100,000	None
Vodafone Group Plc New Spn Adr(VOD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Wabtec Inc.(WAB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wacoal Holdings Corp., Adr(WACLY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Watts Water Technologies Inc(WTS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
West Pharmaceutical Services Inc(WST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
John Wiley & Sons Inc(JW.A)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wolters Kluwer NV Spon Adr Netherlands Adr(WTKWY)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Wolverine World Wide Inc.(WWW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wright Express Corp(WXS)	Stocks	Self	$1,001 - $15,000	None
Zoll Medical Corp(ZOLL)	Stocks	Self	$1,001 - $15,000	None
Ironstone Bank Money Market	Bank & Cash	Self	$100,001 - $250,000	None
Northern Inst. Diversified Asset Port Money Market	Mutual Funds	Self	$100,001 - $250,000	None
Note Receivable from Tiffany Heights	Other	Self	$250,001 - $500,000	None
Note Receivable from Tiffany Manor	Other	Self	$500,000 - $500,000	None
Tiffany Manor Limited Partnership - 5% Interest Kansas City, MO, US	LLC / Partnership	Self	N/A	Rental Interest/Other - Proceeds of Sale $1,001 - $15,000
52 Marvin Residence Riverside County, CA, US	Real Estate	Joint	$100,001 - $250,000	None
Bank America Corp Bond	Other	Joint	$15,001 - $50,000	Interest $2,501 - $5,000
Ironstone Bank Money Market	Bank & Cash	Joint	$50,001 - $100,000	Interest $1 - $200

Trading Sector Allocation (from PTR trades)

Financial Services$347K

Basic Materials$272K

Healthcare$105K

Industrials$169K

Communication Services$57K

Technology$291K

Consumer Defensive$88K

Energy$96K

Banking$41K

Consumer Cyclical$72K

Utilities$16K

Transportation & Utilities$501

David Dreier 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).