ERIC J. J. MASSA
ERIC J. J. MASSA Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 15, 2009. Includes 42 assets and 1 liabilities.
Year:
Est. Net Worth
$569K
2009 annual disclosure
Total Assets
$393K - $1.1M
42 assets
Total Liabilities
$100K - $250K
1 liabilities
Total Trades
15
From PTR filings
Trade Volume
$33K
Midpoint of disclosed ranges
Assets by Category
Retirement & Pension$570K (16)
Other$150K (2)
Mutual Funds$24K (23)
Bank & Cash$0 (1)
Top Stock Holdings (from trades)
All Assets (42)
| Asset | Value |
|---|---|
NYS 529 Plan | $50,001 - $100,000 |
NYS 529 Plan | $50,001 - $100,000 |
Merrill Lynch Roth IRA | $100,001 - $250,000 |
LPL Financial Roth IRA | $50,001 - $100,000 |
TIAA-CREF Roth IRA | $15,001 - $50,000 |
Bank of America Roth IRA | $15,001 - $50,000 |
Merrill Brokerage Roth IRA | $100,001 - $250,000 |
Schwab Money Market Fund | N/A |
Nationwide Retirement Plan | N/A |
Huntington Government Money Market | N/A |
Rydex Government Money Market | N/A |
Frost Bank Personal Account | N/A |
Dimensional Emerging Markets Value Fund | N/A |
PIMCO Foreign Bond Fund (Taxable) | N/A |
American Funds Europacific Growth Fund | N/A |
American Funds New World Fund | N/A |
Vanguard 500 Index Fund | N/A |
Vanguard Extended Market Index Fund | N/A |
Vanguard Total Bond Market Index Fund | N/A |
American Funds Capital World Growth and Income Fund | N/A |
American Funds Capital Income Builder | N/A |
American Funds Washington Mutual Investors Fund | N/A |
American Funds Fundamental Investors | N/A |
American Funds AMCAP Fund | N/A |
American Funds New Perspective Fund | N/A |
American Funds Investment Company of America | N/A |
Calamos Market Neutral Income Fund | N/A |
BlackRock Equity Dividend Fund | N/A |
Artio Global High Income Fund | N/A |
Schwab Money Market - IRA | $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 | |
Hussman Strategic Growth Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Advantage Fund - BlackRock | $1,001 - $15,000 |
BlackRock Health Sciences Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Citibank | personal loan | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Real EstateN/A
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).