Edward R. Royce Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 13, 2009. Includes 15 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$291K

2009 annual disclosure

Total Assets

$166K - $416K

15 assets

Total Liabilities

0 liabilities

Total Trades

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$175K (3)

Retirement & Pension$108K (9)

Bank & Cash$8K (1)

Stocks$501 (1)

Other$0 (1)

Top Stock Holdings (from trades)

Enterprise Products Partner (Spouse IRA)EPD

$33K

Biotime Inc. Stock (Spouse IRA)BTX

$16K

Gerno Corp Stock (Spouse IRA)GERN

$8K

All Assets (15)

Asset	Type	Owner	Value	Income
Alcatel Lucent Stock (Spouse IRA)(ALU)	Stocks	Spouse	$1 - $1,000	None
AIM Small Cap Gr (Spouse IRA)	Mutual Funds	Spouse	N/A	Capital Gains $2,501 - $5,000
Cash/CFCU Savings	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Davis NY Venture FD INC (Spouse IRA)	Mutual Funds	Spouse	N/A	Capital Gains $5,001 - $15,000
Engineering Success	Other	Spouse	N/A	None
Fidelity Mutual Fund - International Equity (Spouse 401k)	Mutual Funds	Spouse	$100,001 - $250,000	None
Harding Loevner Emerging Market (Spouse IRA)	Retirement & Pension	Spouse	N/A	None
ING International Small Cap Fund (Spouse IRA)	Retirement & Pension	Spouse	N/A	Dividends Not disclosed
Janus Advisor Forty (Spouse IRA)	Retirement & Pension	Spouse	N/A	Capital Gains $5,001 - $15,000
Lazard Emerging Portfolio (Spouse IRA)	Retirement & Pension	Spouse	N/A	Capital Gains/Dividends $2,501 - $5,000
Procter & Gamble Stock (Spouse IRA)(PG)	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Small Cap Fund (Spouse IRA)	Retirement & Pension	Spouse	N/A	None
The India Fund (Spouse IRA)	Retirement & Pension	Spouse	N/A	None
Touchstone Sands Corp (Spouse IRA)	Retirement & Pension	Spouse	N/A	Capital Gains $5,001 - $15,000
U.S. Bank Deposit Accounts/Money Market Funds (Spouse IRA)	Retirement & Pension	Spouse	$50,001 - $100,000	Interest $1 - $200

Trading Sector Allocation (from PTR trades)

Energy$33K

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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).