Erik Paulsen
Erik Paulsen Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 13, 2010. Includes 18 assets.
Est. Net Worth
$652K
2010 annual disclosure
Total Assets
$358K - $945K
18 assets
Total Liabilities
$0
0 liabilities
Total Trades
17
From PTR filings
Trade Volume
$377K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2009 | $814K |
| 2010 | $652K |
| 2011 | $662K |
| 2012 | $421K |
| 2013 | $268K |
Assets by Category
Retirement & Pension$375K (1)
Mutual Funds$98K (3)
Stocks$88K (11)
Real Estate$75K (1)
LLC / Partnership$16K (2)
Top Stock Holdings (from trades)
All Assets (18)
| Asset | Value |
|---|---|
Raymond James IRA | $250,001 - $500,000 |
Systematic Retirement Fund | $15,001 - $50,000 |
Systematic Growth Fund | $15,001 - $50,000 |
Systematic Intermediate Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Great Jones Field | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Lisi Corp stock | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
70 Hamilton Management to Merrimack | $1,001 - $15,000 |
70 Hamilton Management to Hamilton Trust | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Energy$73K
Communication Services$8K
Consumer Cyclical$175K
Technology$16K
Manufacturing$33K
Consumer Defensive$8K
Industrials$8K
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).