Edward R. Royce
Edward R. Royce Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 17 assets and 2 liabilities.
Est. Net Worth
-$762K
2012 annual disclosure
Total Assets
$175K - $551K
17 assets
Total Liabilities
$750K - $1.5M
2 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$215K (7)
Stocks$116K (5)
ETFs$24K (3)
Bank & Cash$8K (1)
LLC / Partnership$0 (1)
Top Stock Holdings (from trades)
All Assets (17)
| Asset | Value |
|---|---|
| $1 - $1,000 | |
| N/A | |
Blackrock Energy and Resources Fund (Spouse IRA) | $1,001 - $15,000 |
Capital Savings/CFCU Money Market | $1,001 - $15,000 |
Engendering Success | N/A |
| $15,001 - $50,000 | |
Exchange Traded Fund – Precious Metal Basket (Spouse IRA) | $1,001 - $15,000 |
Fidelity Mutual Fund – International Equity (Spouse IRA) | $100,001 - $250,000 |
Franklin Growth Fund (Spouse IRA) | N/A |
I Shares Indonesia (Spouse IRA) | $1,001 - $15,000 |
I Shares Silver Trust (Spouse IRA) | $1,001 - $15,000 |
Janus Forty Fund (Spouse IRA) | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
Templeton Emerging Markets Fund (Spouse IRA) | $1,001 - $15,000 |
Templeton Foreign Fund Class A (Spouse IRA) | $1,001 - $15,000 |
Western Asset Global High Income Fund (Spouse IRA) | $1,001 - $15,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Congressional Federal Credit Union | mortgage | $500,001 - $1,000,000 |
| Congressional Federal Credit Union | mortgage | $250,001 - $500,000 |
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).