Diana DeGette

Diana DeGette Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 16, 2011. Includes 25 assets.

Est. Net Worth
$1.5M
2011 annual disclosure
Total Assets
$916K - $2.2M
25 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
PeriodEst. 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$1.3M (14)
Mutual Funds$196K (10)
Bank & Cash$8K (1)

Top Stock Holdings (from trades)

All Assets (25)

AssetValue
Baron Partners Fund (IRA)
$1,001 - $15,000
Federated Kaufmann Fund (IRA)
$1,001 - $15,000
Fidelity Cash Reserves (IRA)
$15,001 - $50,000
Fidelity Contrafund (IRA)
$1,001 - $15,000
Fidelity Growth Discovery Fund (IRA)
$1,001 - $15,000
Fidelity Growth Discovery Fund II (IRA)
$15,001 - $50,000
Fidelity Growth Strategies Fund (formerly known as Fidelity Growth Company Fund)
$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)
$15,001 - $50,000
GS Small Cap Value I (Maximum Long & Aldridge 401(k))
$100,001 - $250,000
GS Small Cap Value (Maximum Long & Aldridge Profit Sharing Plan)
$250,001 - $500,000
Hennessy Focus 30 Fund (IRA)
$15,001 - $50,000
ING MidCap Opportunities Portfolio (Maximum Long & Aldridge 401(k))
$50,001 - $100,000
ING MidCap Opportunities Portfolio (Maximum Long & Aldridge Profit Sharing Plan)
$50,001 - $100,000
Invesco Small Cap Growth Fund (Maximum Long & Aldridge 401(k))
$50,001 - $100,000
Invesco Small Cap Growth Fund (formerly known as AIM Small Cap Growth Fund; formerly Long & Aldridge Profit Sharing Plan)
$50,001 - $100,000
Janus Enterprise Fund (IRA)
$15,001 - $50,000
Janus Global Select Fund (formerly known as Janus Orion Fund)
$1,001 - $15,000
Kinetics Paradigm Fund (IRA)
$1,001 - $15,000
Mairsco 21st Century Fund
$1,001 - $15,000
McKenna Long & Aldridge LLP Cash Balance Plan
$250,001 - $500,000
Public Employees Retirement Association
$1,001 - $15,000
Wells Fargo Bank West, NA
$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).
Diana DeGette Net Worth & Financial Disclosure 2011: Assets & Portfolio | Congress Stock Tracker