DEBORAH L. HALVORSON Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed January 10, 2012. Includes 5 assets.

Year:

2011 2010 2009

Est. Net Worth

$184K

2011 annual disclosure

Total Assets

$115K - $252K

5 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$98K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2009	$40.5M
2010	$124K
2011	$184K

Assets by Category

Mutual Funds$108K (2)

ETFs$75K (1)

Bank & Cash$1K (2)

Top Stock Holdings (from trades)

Morgan StanleyMS

$33K

Morgan Stanley (see attached)MS

$33K

All Assets (5)

Asset	Type	Owner	Value	Income
First United Bank	Bank & Cash	Self	$1 - $1,000	Interest $201 - $1,000
Federal Credit Union	Bank & Cash	Self	$1 - $1,000	Interest $201 - $1,000
S&P 500 ETF	ETFs	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
American Funds	Mutual Funds	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
JP Morgan Funds (Tax)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500

Trading Sector Allocation (from PTR trades)

Financial Services$65K

DEBORAH L. HALVORSON trades Wealthiest members Most active traders IL 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).