Diana DeGette
Diana DeGette Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 11, 2012. Includes 25 assets and 4 liabilities.
Est. Net Worth
$759K
2012 annual disclosure
Total Assets
$852K - $2.2M
25 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
Mutual Funds$858K (7)
Retirement & Pension$650K (17)
Bank & Cash$8K (1)
Top Stock Holdings (from trades)
All Assets (25)
| Asset | Value |
|---|---|
Baron Partners Fund (IRA) | $1,001 - $15,000 |
Federated Kaufmann Fund (IRA) | $1,001 - $15,000 |
Fidelity Growth Strategies (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 |
Hennessy Focus 30 Fund (IRA) | $15,001 - $50,000 |
Fidelity Independence Fund (IRA) | $15,001 - $50,000 |
Fidelity Leveraged Co. Stock (IRA) | $1,001 - $15,000 |
Fidelity Leveraged Co. Stock Fund (IRA) | $15,001 - $50,000 |
Fidelity New Millenium (IRA) | $15,001 - $50,000 |
GS Small Cap Value I (n/k/a Goldman Sachs Aldridge Small/Mid Cap Growth Fund) | $100,001 - $250,000 |
Janus Enterprise Fund (IRA) | $15,001 - $50,000 |
Janus Global Select Fund (formerly Janus Orion Fund) | $1,001 - $15,000 |
Kinetics Paradigm Fund (IRA) | $1,001 - $15,000 |
MainStay 21st Century Fund (IRA) | $1,001 - $15,000 |
McKenna Long & Aldridge LLP Cash Balance Plan | $250,001 - $500,000 |
Seligman Global Fund Employees Retirement Association | $15,001 - $50,000 |
Wells Fargo Bank West, N.A. | $1,001 - $15,000 |
GS Small Cap Value I (McKenna Long & Aldridge 401(k) Plan) | $100,001 - $250,000 |
ING Midcap Opportunities Portfolio I (McKenna Long & Aldridge 401(k)) | $50,001 - $100,000 |
ING Midcap Opportunities Portfolio I (McKenna Long & Aldridge Profit Sharing Plan) | $100,001 - $250,000 |
Invesco Small Cap Growth Fund (McKenna Long & Aldridge 401(k) Small Cap Growth) | $50,001 - $100,000 |
Long & Aldridge 401(k) Profit Sharing Fund (formerly known as AIM Mid Cap Equity Fund) | $100,001 - $250,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Home Mortgage | mortgage | $100,001 - $250,000 |
| Wells Fargo Bank, NA | 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).