David Dreier Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 92 assets.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$17.3M

2008 annual disclosure

Total Assets

$6.4M - $28.3M

92 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

Real Estate$15M (1)

Stocks$1.3M (45)

Mutual Funds$730K (23)

Other$78K (15)

Insurance$75K (1)

Retirement & Pension$41K (4)

Bank & Cash$33K (2)

LLC / Partnership$33K (1)

Top Stock Holdings (from trades)

SPDR Gold TrustGLD

$176K

All Assets (92)

Asset	Type	Owner	Value	Income
IRA Hewlett Packard(HPQ)	Retirement & Pension	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
IRA Novell(NOVL)	Retirement & Pension	Self	N/A	None
Aegon NV Funding(AEG)	Stocks	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
Am Funds Washington Mutual	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $5,001 - $15,000
Am Growth Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
Amgen, Inc.(AMGN)	Stocks	Self	$1,001 - $15,000	None
Anheuser Busch Cos., Inc.(BUD)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
Automatic Data(ADP)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Bakersfield Ca. CITS Bakersfield, CA, US	Other	Self	$50,001 - $100,000	None
Bank of America(BAC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
CBS Corp (Spin off from Viacom B)(CBS)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Citigroup(C)	Stocks	Self	N/A	Interest/Capital Gains $201 - $1,000
Coca Cola(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Congressional Federal Credit Union	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
CVS Corp.(CVS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Deutsche Bank(DB)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Dow Chemical(DOW)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Eaton Vance Global Diversified	Mutual Funds	Self	$5,001 - $50,000	Dividends $2,501 - $5,000
Eaton Vance Risk Managed	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
Eaton Vance Tax Managed	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $5,001 - $15,000
Eaton Vance Tax Managed Growth & Income Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $5,001 - $15,000
General American Diversified Buy Write Opportunities Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Interest $2,501 - $5,000
Evergreen Income Advantage Fund	Mutual Funds	Self	N/A	None
Fiserv, Inc.(FISV)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Franklin Templeton Mutual Shares Fund (TEMFX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Gaylord Entertainment(GET)	Stocks	Self	$250,001 - $500,000	None
Genentech(DNA)	Stocks	Self	$15,001 - $50,000	Capital Gains $1 - $200
General Electric(GE)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Hartford Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Hugoton Royalty (aka Hugoton Royalty Trust)(HGT)	Stocks	Self	N/A	Interest $1 - $200
ING Group(ING)	Stocks	Self	$15,001 - $50,000	None
Intl Business Mach(IBM)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
IRA American Funds Capital World Growth & Income	Retirement & Pension	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Invesco American Funds Euro Pacific	Retirement & Pension	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
IRA American Funds Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
JP Franklin Small Growth Fund Cap	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
IRA Seigman Communications	Mutual Funds	Self	$15,001 - $50,000	None
IRA USB Bank Deposit Acct	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
John Hancock Financial Inds Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
John Hancock Regional Bank	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $2,501 - $5,000
JP Morgan(JPM)	Stocks	Self	N/A	Capital Gains $5,001 - $15,000
Kellog(K)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
LM Ericsson Telefon Co.(ERIC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Mass Mutual Life	Insurance	Self	$50,001 - $100,000	Interest $201 - $1,000
McMoran Exploration(MMR)	Stocks	Self	$1 - $1,000	None
Microsoft(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Mosaic(MOS)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
National City Cap	Other	Self	N/A	Interest $201 - $1,000
Nicholas Applegate Conv & Income Fund	Mutual Funds	Self	$1 - $1,000	Dividends $1,001 - $2,500
Nicholas Applegate Global	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Novartis(NVS)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Nuveen Core Equity	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
OK Publishing Company	LLC / Partnership	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Options - Put - Bank of America Corp (Expires 11/07, Strike Price 47 1/2)(BAC)	Stocks	Self	N/A	None
Options - Call - Dow Chemical Co (Expires 5/30/07, Strike Price 50)(DOW)	Stocks	Self	N/A	Capital Gains $1 - $200
Options - Call - Gaylord Ent. Co (Expires 7/07, Strike Price 60)(GET)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
Options - Call - JP Morgan, Qty 5 (Exp 7/07, Strike Price 50)(JPM)	Stocks	Self	N/A	None
Options - Put - Qwest Comm, Qty 10 (Exp 12/07, Strike Price 40)(Q)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
Options - Put - Best Buy, Qty 10 (Exp 3/07, Strike Price 45)(BBY)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Options - Put - Morgan Stanley (Qty 5, Exp 7/07, Strike 45)(MS)	Other	Self	N/A	Capital Gains $1,001 - $2,500
Options - Put - Wachovia (Qty 10, Exp 11/07, Strike 45)(WB)	Other	Self	N/A	None
Options - Put - Wachovia (Qty 10, Exp 11/07, Strike 57)(WB)	Other	Self	N/A	Capital Gains $1,001 - $2,500
Options - Put - Danaher Corp (Qty 5, Exp 3/07, Strike 70)(DHR)	Other	Self	N/A	Capital Gains $201 - $1,000
Options - Gamble (Qty 10, Exp 10/07, Strike 60)(PG)	Other	Self	N/A	Capital Gains $1,001 - $2,500
Options - Dow Chemical (Qty 5, Exp 07/07, Strike 50)(DOW)	Other	Self	N/A	Capital Gains $201 - $1,000
Pfizer, Inc.(PFE)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Pimco CA Mutual Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains $1 - $200
Procter & Gamble(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Qualcomm(QCOM)	Stocks	Self	N/A	Dividends $201 - $1,000
RMA Money Market Portfolio (aka UBS Retirement Money Fund)	Mutual Funds	Self	$50,001 - $100,000	Interest $2,501 - $5,000
Robert Half(RHI)	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
Royal Bank of Scotland(RBS)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Seagate Tech(STX)	Stocks	Self	N/A	Dividends $1 - $200
Seligman Communications	Mutual Funds	Self	$15,001 - $50,000	None
Short Options - Call - Gaylord Entertainment Exp 4/08 Strike Price 60(GET)	Other	Self	$1 - $1,000	None
Short Options - Put - First Bank America Exp 2/08 Strike Price 55	Other	Self	$1 - $1,000	None
Short Options - Put - Garmin Exp 4/08 Strike Price 80(GRMN)	Other	Self	$1 - $1,000	None
Short Options - Put - Wachovia Exp 4/08 Strike Price 42 1/2(WB)	Other	Self	$1 - $1,000	None
Short Options - Put - American Eagle Outfitters Exp 4/08 Strike Price 50(AEO)	Other	Self	$1 - $1,000	None
Surewest Communications(SURW)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Taiwan Semi(TSM)	Stocks	Self	N/A	Capital Gains $1 - $200
Tiffany Manor (Apartment Bldg KC, MO) Kansas City, MO, US	Real Estate	Self	$5,000,001 - $25,000,000	Rent/Interest $50,001 - $100,000
Time Warner(TWX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
UBS AG EAS 4/30/07	Other	Self	N/A	Capital Gains $5,001 - $15,000
UBS RTN Optimz	Other	Self	N/A	Capital Gains $201 - $1,000
Vallecitos Wtr	Stocks	Self	N/A	Interest $1 - $200
Verisign(VRSN)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Viacom Inc.(VIAB)	Stocks	Self	$50,001 - $100,000	None
Wachovia(WB)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Western Assets	Mutual Funds	Self	N/A	None
Western Assets II	Mutual Funds	Self	N/A	None
XTO Energy(XTO)	Stocks	Self	N/A	Dividends $201 - $1,000

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

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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).