Elizabeth H. Esty
Elizabeth H. Esty Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 30, 2012. Includes 142 assets.
Est. Net Worth
$3.8M
2012 annual disclosure
Total Assets
$1.9M - $5.6M
142 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$1.3M (7)
Mutual Funds$912K (54)
Stocks$603K (67)
LLC / Partnership$558K (4)
Real Estate$175K (1)
Bank & Cash$107K (7)
Insurance$75K (1)
Other$33K (1)
Top Stock Holdings (from trades)
All Assets (142)
| Asset | Value |
|---|---|
Mass Corp Stock | $50,001 - $100,000 |
Wachovia Bank - Checking | $1,001 - $15,000 |
Wachovia Bank - Savings | $15,001 - $50,000 |
Wachovia Bank - Savings (2) | $15,001 - $50,000 |
Sidley Austin Retirement Account | $100,001 - $250,000 |
Harbor Cap Appreciation | $15,001 - $50,000 |
Esty & Associates 401(k) | $500,001 - $1,000,000 |
Invesco Money Market Fund R | $1,001 - $15,000 |
Lincoln Money Guard | $15,001 - $50,000 |
Whole Life Policy | $50,001 - $100,000 |
Lincoln Choice IRA | $100,001 - $250,000 |
Fidelity Contrafund | $1,001 - $15,000 |
LVP SSGA 500 | $1,001 - $15,000 |
FT Sm-Mid Cap | $1,001 - $15,000 |
LVIP TRP MCG | $1,001 - $15,000 |
Del. Emerging Markets | $1,001 - $15,000 |
LVP SSGA Smc | $1,001 - $15,000 |
LVP Am Clb Growth | $1,001 - $15,000 |
LVIP Govt Inc | $1,001 - $15,000 |
Lincoln Choice Plus IRA | N/A |
Fidelity Contrafund | N/A |
LVP SSGA S&P 500 | N/A |
FT SMID Cap | N/A |
KVP TRP Mkt Gr | N/A |
Del Emg Mkt | N/A |
LVP SSGA Em M | N/A |
LVP Am GI Sm C | N/A |
LVP Am GI Gr | N/A |
LVP Gbl Inc. | N/A |
Fidelity Money Market | N/A |
TIAA-CREF Money Market | N/A |
DFI Art Sustain Core Port | N/A |
US Sustain Core Port | N/A |
US Sustain Core Portfolio (DFISX) | N/A |
Esty HE 4 Trust - Deco Prods Ltd Pship | $100,001 - $250,000 |
Esty HE 4 Trust - Gov Obligations MM | $15,001 - $50,000 |
Esty HE 4 Trust - Vanguard Total Stock Mkt Index | $50,001 - $100,000 |
Esty HE 8 Trust - Deco Prods Ltd Pship | $100,001 - $250,000 |
Esty HE 8 Trust - Gov Obligations MM | $15,001 - $50,000 |
Esty HE 8 Trust - Vanguard Total Stock Mkt Index | $50,001 - $100,000 |
Esty Gebhard Trust - Deco Prods Ltd Pship | $100,001 - $250,000 |
Esty Gebhard Trust - Gov Obligations MM | $15,001 - $50,000 |
Esty Gebhard Trust - Vanguard Total Stock Mkt Index | $50,001 - $100,000 |
Yale University TIAA (403b) | $100,001 - $250,000 |
CREF Stock | $50,001 - $100,000 |
CREF Growth | $50,001 - $100,000 |
CREF Equity Index | $50,001 - $100,000 |
CREF Global Equities | $50,001 - $100,000 |
Societe Generale Checking | $15,001 - $50,000 |
Tilden Park Assoc Ltd | $100,001 - $250,000 |
CCP Managers LLC | $15,001 - $50,000 |
Lincoln Choice Plus IRA | $1,001 - $15,000 |
LVIP Am Growth | $1,001 - $15,000 |
LVIP SSGA 500 | $1,001 - $15,000 |
AB Sm Cp Val | $1,001 - $15,000 |
AB Intl Value | $1,001 - $15,000 |
LVIP Am Intl | $1,001 - $15,000 |
AB Glb Them | $1,001 - $15,000 |
LVIP Del DV FL | $1,001 - $15,000 |
LVIP Gbl Inc. | $1,001 - $15,000 |
Lincoln Choice Plus IRA | $1,001 - $15,000 |
LVIP Am Growth | $1,001 - $15,000 |
AB Sm Cp Val | $1,001 - $15,000 |
AB Int'l Val | $1,001 - $15,000 |
LVP Am Inc | $1,001 - $15,000 |
AB Glbl Them | $1,001 - $15,000 |
LVP Del Dy FI | $1,001 - $15,000 |
LVP Gbl Inc | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Schwab MoneyMarket | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Schwab Money Mkt | $1,001 - $15,000 |
Fidelity Blue Chip Growth | $15,001 - $50,000 |
Fidelity Growth & Income | $1,001 - $15,000 |
Fidelity Blue Chip G | $1,001 - $15,000 |
Wells Fargo Checking | $1 - $1,000 |
Wells Fargo Bank Acct. | $1 - $1,000 |
Bank of America Checking | $1 - $1,000 |
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).