Elizabeth H. Esty
Elizabeth H. Esty Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed June 21, 2013. Includes 74 assets.
Est. Net Worth
$5.4M
2013 annual disclosure
Total Assets
$3.3M - $7.5M
74 assets
Total Liabilities
$0
0 liabilities
Total Trades
6
From PTR filings
Trade Volume
$623K
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Retirement & Pension$2M (16)
Mutual Funds$930K (36)
Real Estate$750K (1)
Insurance$625K (3)
ETFs$573K (8)
LLC / Partnership$315K (4)
Other$100K (3)
Stocks$75K (1)
Bank & Cash$9K (2)
Top Stock Holdings (from trades)
All Assets (74)
| Asset | Value |
|---|---|
Harley Austin Retirement: Harbor Cap Appreciation Inst | $15,001 - $50,000 |
Esty & Assoc. 401(k): Invesco Comstock | $1,001 - $15,000 |
Lincoln National Reserve | $100,001 - $250,000 |
Lincoln Moneyguard | $250,000 - $500,000 |
Lincoln National Life Policy | $50,001 - $100,000 |
Lincoln Choice IRA: Fidelity Contrafund | $1,001 - $15,000 |
LVIP Ssg a 500 | $1,001 - $15,000 |
FT Sm-Mid Cap | $1,001 - $15,000 |
LVIP TRP MC Gr | $1,001 - $15,000 |
Del Emerging Markets | $1,001 - $15,000 |
LVIP Ssg a Emerging Mkts | $1,001 - $15,000 |
LVIP Sm GI Small Cap | $1,001 - $15,000 |
LVIP An Global Gr | $1,001 - $15,000 |
LVIP Glbl Incv | N/A |
Fidelity Contrafund | $1,001 - $15,000 |
LVIP Ssg a 500 | $1,001 - $15,000 |
FT Sm-Mid Cap | $1 - $1,000 |
LVIP TRP MC Gr | $1,001 - $15,000 |
Del Emerging Mrkt | $1 - $1,000 |
LVIP SSgA EM M | $1 - $1,000 |
LVIP AM Gbl Sm C | $1,001 - $15,000 |
LVIP AM Gbl Gr | $1 - $1,000 |
| N/A | |
| N/A | |
LVIP Gbl Inc | $1,001 - $15,000 |
Fidelity CT Mini Money Mkt | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
| $50,001 - $100,000 | |
Fidelity Advisor High Income Advantage Class | $15,001 - $50,000 |
| $50,001 - $100,000 | |
JP Morgan US Large Cap Core Plus | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
Vanguard Total Intl Stock Index Sig | $1,001 - $15,000 |
E. Esty HE-4 Trust: Deco Ltd Ship | $15,001 - $50,000 |
Gov Obligations MM | $1,001 - $15,000 |
Vanguard Total Stock Mkt Index | $15,000 - $100,000 |
E. Esty HE-8 Trust: Deco Ltd Partnership | $50,001 - $100,000 |
Gov Obligations MM | $1,001 - $15,000 |
Vanguard Total Stock Mkt Index | $50,001 - $100,000 |
E Esty Gebhard Trust | $100,000 - $100,000 |
Deco Ltd Partnership | $15,001 - $50,000 |
Gov Obligations MM | $1,001 - $15,000 |
Vanguard Total Stock Mkt Index | $15,001 - $50,000 |
Fidelity Money Market SPRXX | $1,001 - $15,000 |
Tax Exempt Fund Daily Money (FDEXX) | $100,001 - $250,000 |
Hines Global REIT Inc Com | $50,001 - $100,000 |
Lincoln Choice Plus IRA | $50,001 - $100,000 |
LVIP AM Growth | $15,001 - $50,000 |
LVIP SSgA 500 | $15,001 - $50,000 |
AB SM Cap Value | $50,001 - $100,000 |
AB Int'l Value | $15,001 - $50,000 |
LVIP AM Int'l | $15,001 - $50,000 |
CGP Interest Holdings LLC | $100,001 - $250,000 |
Boulder Point Assoc Ltd | $500,001 - $1,000,000 |
Thomas H Esty Present Interest Trust | N/A |
Thomas H Esty Present Interest Trust | N/A |
Wells Fargo Bank Account | $1 - $1,000 |
Wells Fargo Bank Account | $1,001 - $15,000 |
Yale Retirement Plans, TIAA CREF: CREF Global Equities | $250,001 - $500,000 |
Yale Retirement Plans, TIAA CREF: CREF Global Equities | $100,001 - $250,000 |
Yale Retirement Plans, TIAA CREF: CREF Growth Fund | $250,001 - $500,000 |
Yale Retirement Plans, TIAA CREF: CREF Equity Index | $250,001 - $500,000 |
Yale 457(b) Plan, Vanguard Primecap Fund Investor | $100,001 - $250,000 |
Yale 457(b) Plan, Vanguard Small Cap Value Index | $250,001 - $500,000 |
TIAA 403(b)(7) Plan, Vanguard Target Retirement 2035 | $1,001 - $15,000 |
Fidelity Growth & Income (FGRIX) | $1,001 - $15,000 |
Fidelity Blue Chip Growth | $15,001 - $50,000 |
Fidelity Blue Chip Growth | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$525K
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).