Diana DeGette
Diana DeGette Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 26 assets and 4 liabilities.
Est. Net Worth
$1.6M
2013 annual disclosure
Total Assets
$1.3M - $3.4M
26 assets
Total Liabilities
$465K - $1.1M
4 liabilities
Total Trades
70
From PTR filings
Trade Volume
$395K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $711K |
| 2009 | $33K |
| 2009 | $524K |
| 2010 | $825K |
| 2011 | $1.5M |
| 2012 | $759K |
| 2013 | $2.2M |
| 2013 | $1.6M |
Assets by Category
Retirement & Pension$1.6M (22)
Real Estate$750K (1)
Mutual Funds$16K (2)
Bank & Cash$8K (1)
Top Stock Holdings (from trades)
All Assets (26)
| Asset | Value |
|---|---|
Baron Partners Fund (IRA) | $15,001 - $50,000 |
Federated Kaufmann Fund (IRA) | $50,001 - $100,000 |
Fidelity Cash Reserves (IRA) | $1,001 - $15,000 |
Fidelity Contrafund (IRA) | $1,001 - $15,000 |
Fidelity Growth Discovery Fund (IRA) | $1,001 - $15,000 |
Fidelity Growth Discovery Fund (IRA) | $1,001 - $15,000 |
Fidelity Growth Strategies Fund (IRA) | $1,001 - $15,000 |
Franklin Independence Fund (IRA) | $15,001 - $50,000 |
Fidelity Leveraged Co. Stock | $1,001 - $15,000 |
Fidelity Leveraged Co. Stock Fund (IRA) | $50,001 - $100,000 |
Fidelity New Millennium (IRA) | $15,001 - $50,000 |
GS Small Cap Value I (Maxima Long & Aldridge 401(k)) | $100,001 - $250,000 |
GS Small Cap Value I (MS Small Cap Value - Aldridge Profit Sharing Plan) | $100,001 - $250,000 |
Hennessy Focus 30 Fund (IRA) (formerly Cap 30 Fund) | $15,001 - $50,000 |
ING MidCap Opportunities Portfolio (Maxima Long & Aldridge 401(k)) | $50,001 - $100,000 |
ING MidCap Opportunities Portfolio (MS Small Cap Value - Aldridge Profit Sharing Plan) | $100,001 - $250,000 |
American Century Capital Growth Fund (McKenna Long & Aldridge 401(k)) | $50,001 - $100,000 |
American Century Capital Growth Fund (McKenna Long & Aldridge Profit Sharing Plan) | $100,001 - $250,000 |
Janus Enterprise Fund (IRA) | $15,001 - $50,000 |
Janus Global Select Fund | $1,001 - $15,000 |
Kinetics Paradigm Fund (IRA) | $15,001 - $50,000 |
Marisco 21st Century Fund (IRA) | $1,001 - $15,000 |
Marina Long & Aldridge LLP Cash Balance Plan | $100,001 - $500,000 |
Public Employees Retirement Association | $1,001 - $15,000 |
Washington DC Condo Washington, DC, US | $500,001 - $1,000,000 |
Wells Fargo Bank West, N.A. | $1,001 - $15,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Home Mortgage | mortgage | $100,001 - $250,000 |
| Wells Fargo Bank, N.A. | mortgage | $100,001 - $250,000 |
| Sovereign Bank | mortgage | $250,001 - $500,000 |
| Columbia Bank | mortgage | $15,001 - $50,000 |
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).