Earl Blumenauer Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 23, 2012. Includes 47 assets and 8 liabilities.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$4.9M

2012 annual disclosure

Total Assets

$3.7M - $8.2M

47 assets

Total Liabilities

$630K - $1.4M

8 liabilities

Total Trades

599

From PTR filings

Trade Volume

$13.3M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$4.7M
2009	$4.3M
2010	$5.5M
2011	$5.4M
2012	$4.9M

Assets by Category

Mutual Funds$3.1M (30)

Real Estate$1.5M (7)

Stocks$550K (2)

LLC / Partnership$375K (1)

Bank & Cash$208K (2)

Other$208K (2)

Retirement & Pension$8K (1)

ETFs$0 (2)

Top Stock Holdings (from trades)

Northwest Natural Holding CompanyNWN

$871K

Ishares KLD Select Social FundDSI

$250K

All Assets (47)

Asset	Type	Owner	Value	Income
Ariel Growth Fund - retirement	Mutual Funds	Spouse	$15,001 - $50,000	None
Campbell-Noh Hill Management Company Portland, OR, US	LLC / Partnership	Spouse	$250,001 - $500,000	Rent $15,001 - $50,000
Morris Peters Realty Share - retirement	Retirement & Pension	Spouse	$1,001 - $15,000	None
Congressional Credit Union	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $2,500
DFA US Large Cap Value - retirement	Mutual Funds	Spouse	$50,000 - $100,000	None
Domini Social Bond Fund - retirement	Mutual Funds	Spouse	N/A	None
Duplex 516 6th St. SE, Washington, DC, US	Real Estate	Self	$500,001 - $1,000,000	RENT $15,001 - $50,000
Europacific Growth Fund (American) - retirement (Federal Thrift Savings Plan)	Mutual Funds	Spouse	$1,001 - $15,000	None
Federal Thrift Savings Plan	Mutual Funds	Self	$1,000,001 - $2,000,000	None
Glisan Street Apts (Tri-Star Oregon) Portland, OR, US	Real Estate	Spouse	$15,001 - $50,000	RENT $2,501 - $5,000
Oregon Public Employee Select Social Fund - retirement	Mutual Funds	Self	$50,001 - $100,000	None
iShares TR S&P Latin America(ILF)	ETFs	Self	N/A	DIVIDENDS $1,001 - $2,500
iShares TR S&P Latin America - retirement(ILF)	ETFs	Self	N/A	None
Zordel TIC 1201 SW King, Portland, OR, US	Real Estate	Spouse	$100,001 - $250,000	RENT $5,001 - $15,000
Northwest Natural Gas - Common Stock (part of compensation package)(NWN)	Stocks	Spouse	$100,001 - $250,000	None
Northwest Natural Gas - Common Stock(NWN)	Stocks	Spouse	$250,001 - $500,000	None
OnPoint Community Credit Union	Bank & Cash	Self	$15,001 - $50,000	INTEREST $201 - $1,000
Oregon College Savings Plan for Archer - College Portfolio 1-3 Years	Other	Spouse	$100,001 - $250,000	NA
Parnassus Equity Income - retirement	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Parnassus Equity Income - retirement	Mutual Funds	Spouse	N/A	Capital Gains $1,001 - $2,500
Pax World High Yield Fund - retirement	Mutual Funds	Spouse	$15,001 - $50,000	None
Pax World High Yield Fund - retirement	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
Parnassus High Yield Fund - retirement	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
Montgrove House Portland, OR, US	Real Estate	Spouse	$100,001 - $250,000	Rent $5,001 - $15,000
PIMCO Foreign Bond Fund - retirement	Mutual Funds	Spouse	$100,001 - $250,000	None
PIMCO Foreign Bond Fund - retirement	Mutual Funds	Spouse	N/A	Capital Gains $5,001 - $15,000
PIMCO Total Return Fund - retirement	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains $1,001 - $2,500
PIMCO Total Return III Fund - retirement	Mutual Funds	Spouse	$250,001 - $500,000	None
Portfolio 21	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Portfolio 21 - retirement	Mutual Funds	Spouse	$100,001 - $250,000	None
Portfolio 21 - retirement	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
Raleigh Fireside 5557 SW Scholls Ferry, Portland, OR, US	Real Estate	Spouse	N/A	None
Royce, Noga Futures - retirement	Other	Spouse	$15,001 - $50,000	None
Rydex SGI Mgd Futures - retirement	Mutual Funds	Spouse	N/A	None
Schwab Money Market - retirement	Mutual Funds	Spouse	$1,001 - $15,000	None
Schwab Money Market - retirement	Mutual Funds	Spouse	$1,001 - $15,000	None
Scout Intl Fund - retirement	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Scout Intl Fund	Mutual Funds	Spouse	N/A	None
SEI Emerging Markets Debt - retirement	Mutual Funds	Spouse	$50,001 - $100,000	None
SEI Emerging Markets Equity - retirement	Mutual Funds	Spouse	$50,001 - $100,000	None
SEI Emerging Markets Debt - retirement	Mutual Funds	Spouse	N/A	Capital Gains $2,501 - $5,000
Thrivent Retirement 2020 - retirement	Mutual Funds	Spouse	$100,001 - $250,000	None
Townhouse (1/2 interest) 2400 W. Deer Isle, Maine Deer Isle, Maine, US	Real Estate	Spouse	$100,001 - $250,000	None
Vanguard Short Term Inv Grade - retirement	Mutual Funds	Spouse	$100,001 - $250,000	Capital Gains $201 - $1,000
Vanguard Short Term Inv Grade - retirement	Mutual Funds	Spouse	$50,001 - $100,000	None
1701 NW Glisan, Portland, OR Portland, OR, US	Real Estate	Spouse	$100,001 - $250,000	Rent $1,001 - $2,500
Winslow Green Growth Investor - retirement	Mutual Funds	Spouse	$1,001 - $15,000	None

Liabilities (8)

Creditor	Type	Amount	Rate	Term
M & T Realty, Buffalo, NY	mortgage	$15,001 - $50,000	—	—
M & T Realty, Buffalo, NY; Key Bank, Portland, OR	mortgage	$15,001 - $50,000	—	—
Key Bank, Portland, OR	mortgage	$100,001 - $250,000	—	—
First Independent Bank, Vancouver, WA	mortgage	$100,001 - $250,000	—	—
Chase (loan of July 2007 refinanced)	mortgage	$50,001 - $100,000	—	—
Ruth Spirkling	mortgage	$50,001 - $100,000	—	—
Bank of America	mortgage	$250,001 - $500,000	—	—
Chase - property was sold January, 2011	mortgage	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Utilities$944K

Consumer Cyclical$289K

Industrials$321K

Financial Services$465K

Communication Services$298K

Technology$555K

Energy$32K

Healthcare$458K

Real Estate$169K

Retail Trade$97K

Consumer Defensive$177K

Basic Materials$121K

Insurance$8K

Services$16K

Banking$32K

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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).