Edward R. Royce
Edward R. Royce Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 18 assets.
Est. Net Worth
$345K
2011 annual disclosure
Total Assets
$154K - $536K
18 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$231K (9)
Stocks$98K (5)
Bank & Cash$8K (1)
ETFs$8K (2)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (18)
| Asset | Value |
|---|---|
| $1 - $1,000 | |
| $15,001 - $50,000 | |
Blackrock Energy And Resources Fund (Spouse IRA) | $1,001 - $15,000 |
Blackrock Global Opportunity Equity Fund (Spouse IRA) | N/A |
Cash/FCU Savings | $1,001 - $15,000 |
Engendering Success (Spouse) | N/A |
| $15,001 - $50,000 | |
Fidelity Mutual Fund - International Equity (Spouse IRA) | $100,001 - $250,000 |
Franklin India Growth Fund (Spouse IRA) | $1,001 - $15,000 |
| N/A | |
iShares Dow Jones Index Fund (Spouse IRA) | N/A |
| $1,001 - $15,000 | |
Janus Forty Fund (Spouse IRA) | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Templeton Emerging Markets Fund (Spouse IRA) | $1,001 - $15,000 |
UBS Bank USA Money Market Fund (Spouse IRA) - 2 accounts | $1,001 - $15,000 |
Vanguard Institutional Money Market Funds II (Spouse IRA) | $1,001 - $15,000 |
Western Asset Global High Income Fund (Spouse IRA) | $1,001 - $15,000 |
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).