Edward R. Royce
Edward R. Royce Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 17 assets.
Est. Net Worth
$320K
2008 annual disclosure
Total Assets
$154K - $485K
17 assets
Total Liabilities
$0
0 liabilities
Total Trades
11
From PTR filings
Trade Volume
$82K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $320K |
| 2009 | $291K |
| 2010 | $317K |
| 2011 | $345K |
| 2012 | -$762K |
| 2013 | -$649K |
Assets by Category
Mutual Funds$188K (11)
Stocks$108K (3)
Bank & Cash$16K (2)
Other$8K (1)
Top Stock Holdings (from trades)
All Assets (17)
| Asset | Value |
|---|---|
| N/A | |
Alger Small Cap GR (Spouse IRA) | $1,001 - $15,000 |
American Century Investments/Global Gold | N/A |
Cash/CFCU Savings | $1,001 - $15,000 |
Davis NY Venture FD INC (Spouse IRA) | $15,001 - $50,000 |
Engendering Success | $1,001 - $15,000 |
Fidelity Mutual Fund International Equity (Spouse 401K) | $50,001 - $100,000 |
Harbor International Emerging Markets | $1,001 - $15,000 |
ING International Small Cap Index | $1,001 - $15,000 |
Janus Adviser Forty Fund | $15,001 - $50,000 |
Lazard Emerging Markets Portfolio | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Royce Global Cap Fund | $1,001 - $15,000 |
The India Fund | $1,001 - $15,000 |
Touchstone Sands Corp. | $50,001 - $100,000 |
UBS Bank USA Deposit Account Money Market Funds | $1,001 - $15,000 |
Van Kampen International | N/A |
Trading Sector Allocation (from PTR trades)
Energy$33K
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).