DAVID WU
DAVID WU Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed August 2, 2011. Includes 10 assets and 2 liabilities.
Est. Net Worth
$185K
2011 annual disclosure
Total Assets
$127K - $332K
10 assets
Total Liabilities
$25K - $65K
2 liabilities
Total Trades
4
From PTR filings
Trade Volume
$11K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $217K |
| 2009 | $182K |
| 2010 | $143K |
| 2011 | $185K |
Assets by Category
Stocks$138K (5)
Mutual Funds$83K (2)
Bank & Cash$9K (2)
Retirement & Pension$501 (1)
Top Stock Holdings (from trades)
All Assets (10)
| Asset | Value |
|---|---|
| $1 - $1,000 | |
Ameritrade Money Market Account (Dividends from reinvested dividends from IRA) | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
Merrill Lynch Cash Account | $1 - $1,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Vanguard Health Care Fund SEP-IRA | $15,001 - $50,000 |
Fidelity Contrafund (Excepted Trust) | $50,000 - $50,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| WRIGHT PATMAN CFCU, Washington, DC | credit card | $15,001 - $50,000 |
| AMERICAN EXPRESS, Newark, NJ | credit card | $10,001 - $15,000 |
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).