David Dreier Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed September 27, 2011. Includes 99 assets.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$9.9M

2011 annual disclosure

Total Assets

$4.2M - $15.6M

99 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$4.5M (3)

Real Estate$3M (1)

Stocks$1.5M (80)

Mutual Funds$498K (10)

ETFs$208K (2)

Bank & Cash$108K (2)

Insurance$75K (1)

Top Stock Holdings (from trades)

SPDR Gold TrustGLD

$176K

All Assets (99)

Asset	Type	Owner	Value	Income
Aegon NV(AEG)	Stocks	Self	$100,001 - $250,000	Dividends $201 - $1,000
Alcatel-Lucent Spn Adr(ALU)	Stocks	Self	N/A	Dividends $201 - $1,000
Allianz Se Adr(ALIZY)	Stocks	Self	$1,001 - $15,000	None
Alumina Ltd Spn Adr(AWCXY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American Funds Growth Fund of America	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
American Funds Washington Mutual Investors Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
American Superconductor Corp.(AMSC)	Stocks	Self	N/A	None
Amgen Inc.(AMGN)	Stocks	Self	N/A	None
Anglogold Ashanti Ltd New Spons Adr(AU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AOL, Inc.(AOL)	Stocks	Self	N/A	None
Apple Inc.(AAPL)	Stocks	Self	$15,001 - $50,000	None
Astrazeneca PLC Spon Adr(AZN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Axis Capital Holdings Ltd Shs(AXS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bank of America(BAC)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Barrick Gold Corp.(GOLD)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Belgacom SA Adr(BGAOY)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
BP PLC Spon Adr(BP)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Cameco Corp. Canada(CCJ) Canada	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Carrefour SA Adr(CRRFY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Centrals Electricas Bras SA(EBR)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cemex Corp Sponsored ADR(CX)	Stocks	Self	$15,001 - $50,000	None
Coca-Cola(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Columbia Seligman Comm & Info A	Mutual Funds	Self	$15,001 - $50,000	None
Congressional Federal Credit Union Checking & Savings	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
Cree, Inc.(CREE)	Stocks	Self	$15,001 - $50,000	None
Dai Nippon Printing Co. Sponsored ADR(DNPLY)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Deutsche Bank(DB)	Stocks	Self	N/A	Dividends $201 - $1,000
Electricite de France ADR(ECIFY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Embraer S.A. Sponsored ADR(ERJ)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Finmeccanica Spa ADR(FINMY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Franklin Templeton (FT) Mutual Shares A Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
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 $201 - $1,000
Glaxo Smithkline PLC Adr(GSK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Gold Fields Ltd. Spon Adr(GFI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Hachijuni Bank Ltd. Adr	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
HE Dreier Irrevocable Trust	Other	Self	$1,000,001 - $5,000,000	Interest/Rent $100,001 - $1,000,000
Impala Platinum Holdings Ltd. Spon Adr(IMPUY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
ING Groep(ING)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
International Business Machines(IBM)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
iShares Trust Russell 2000 Index Fund(IWM)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Ivanhoe Mines, Ltd.(IVN)	Stocks	Self	$15,001 - $50,000	None
Joyce Y. Dreier Trust	Other	Self	$500,001 - $1,000,000	Interest/Dividends/Capital Gains $15,001 - $50,000
KAO Corp. Repts 10 shs Com Spon Adr(KAO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kinross Gold Corp.(KGC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Korea Electric Power Corp. Sponsored ADR(KEP)	Stocks	Self	$1,001 - $15,000	None
Magna International Inc. Class A(MGA)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $2,501 - $5,000
Mass Mutual Life - Whole Life Policy	Insurance	Self	$50,001 - $100,000	None
Microsoft, Inc.(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Mitsui Sumitomo Insurance Group Holdings ADR(MSADY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Newcrest Mining Ltd. Sponsored ADR(NCMGY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nexen, Inc.(NXY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nippon Telegraph & Telephone Corp. ADR(NTT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Nintendo Co., Ltd. ADR(NTDOY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nile Global Advantage (AGCIS) Global Equity Conv. Inc Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains $1 - $200
Nokia Corp. Sponsored ADR(NOK) Finland	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Novartis AG(NVS)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
OAO Gazprom Level 1 ADR(OGZPY)	Stocks	Self	$1,001 - $15,000	None
OK Publishing Co.	Other	Self	$500,001 - $1,000,000	Dividends $1,001 - $2,500
Panasonic Corp. Spon Adr(PCRFY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pimco Commodity Real Return Strategy Fd Instl Cl	Mutual Funds	Self	N/A	Dividends $2,501 - $5,000
Pimco Total Return Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
Proctor & Gamble Co.(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Rexam Plc Spon Adr(REXMY)	Stocks	Self	N/A	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 Rdsb Cl B Ord(RDS.B)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Sanofi Aventis SA Spon Adr(SNY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sega Sammy Hldg., Inc. Spon Adr(SGAMY)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Sekisui House Ltd. Spon Adr(SKHSY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Seven & Holdings Co., Ltd. Adr(SVNDY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Shiseido Co., Ltd. Spon Adr(SSDOY)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Siemens AG Spons. ADR(SIEGY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SK Telecom Co., Ltd. ADR(SKM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Societe Generale France Spons. ADR(SCGLY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR Gold Trust(GLD)	ETFs	Self	$100,001 - $250,000	None
Statoil ASA Spons. ADR(STO)	Stocks	Self	$1,001 - $15,000	None
Sumitomo Trust & Banking Co. Ltd ADR(SUTNY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SunTrust Energy, Inc. New(STI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Suncor Energy, Inc. New(SU)	Stocks	Self	$1,001 - $15,000	None
Swisscom AG Spons. ADR(SCMWY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Takeda Pharmaceutical Co. Ltd.(TAK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
TDK Corp., Japan Adr(TTDKY)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Technip SA New Spons ADR(TKPPY)	Stocks	Self	N/A	None
Telecom Italia Spa New RegS To Sa Shs	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Tiffany Manor (Apartment Building, Kansas City, MO) Kansas City, MO, US	Real Estate	Self	$1,000,001 - $5,000,000	Other - PTSB Inc. $100,001 - $1,000,000
Time Warner, Inc.(TWX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Toyota Motor Corp, New Japan(TM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
UBS Bank Deposit Account	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
UBS Select Prime Institutional Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $1 - $200
UBS Select Prime Investor Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
United Utilities Group ADR(UUGRY)	Stocks	Self	N/A	Dividends $201 - $1,000
Viacom Inc.(VIAC)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
VMWare, Cl A(VMW)	Stocks	Self	$15,001 - $50,000	None
Vodafone Group Plc New Spon ADR(VOD)	Stocks	Self	$5,001 - $15,000	Dividends $1,001 - $2,500
Wacoal Holdings Corp., ADR(WACLY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wolters Kluwer NV Spon ADR (Netherlands)(WTKWY) Netherlands	Stocks	Self	$1,001 - $15,000	Dividends $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

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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).