Diana DeGette
Diana DeGette Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 17, 2010. Includes 24 assets.
Est. Net Worth
$825K
2010 annual disclosure
Total Assets
$425K - $1.2M
24 assets
Total Liabilities
$0
0 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$678K (17)
Mutual Funds$140K (6)
Bank & Cash$8K (1)
Top Stock Holdings (from trades)
All Assets (24)
| Asset | Value |
|---|---|
AIM Small Cap Growth (401(k) Kona Long & Aldridge 401(k)) | $15,001 - $50,000 |
AIM Small Cap Growth (Kona Long & Aldridge Profit Sharing Plan) | $50,001 - $100,000 |
Baron Partners Fund (IRA) | $1,001 - $15,000 |
Federated Kaufmann Fund (IRA) | $1,001 - $15,000 |
Fidelity Growth Strategies Fund (formerly known as Fidelity Aggressive Growth) (IRA) | $1,001 - $15,000 |
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 Independence Fund (IRA) | $15,001 - $50,000 |
Fidelity Leveraged Co. Stock Fund (IRA) | $1,001 - $15,000 |
Fidelity Leveraged Co. Stock Fund (IRA) | $15,001 - $50,000 |
Fidelity New Millennium (IRA) | $1,001 - $15,000 |
GS Small Cap Value I (McKenna Long & Aldridge 401k) | $50,001 - $100,000 |
GS Small Cap Value I (McKenna Long & Aldridge 401k) | $100,001 - $250,000 |
Hennessy Focus 30 Fund (IRA) | $1,001 - $15,000 |
Janus Enterprise Fund (IRA) | $1,001 - $15,000 |
Janus Orion Fund | $1,001 - $15,000 |
Kinetics Paradigm Fund (IRA) | $1,001 - $15,000 |
Marisco 21st Century Fund (IRA) | $1,001 - $15,000 |
Minimal Long & Aldridge Cash Balance Plan | $100,001 - $250,000 |
Munder Mid Cap Core Growth Fund (Minimal Long & Aldridge Profit Sharing Plan) | $50,001 - $100,000 |
Munder Mid Cap Core Growth Fund (Aldridge 401(k) Employees Retirement Association) | $15,001 - $50,000 |
Wells Fargo Bank West, N.A. | $1,001 - $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).