Greg Walden

Greg Walden Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 32 assets.

Est. Net Worth
$3.1M
2013 annual disclosure
Total Assets
$1.9M - $4.4M
32 assets
Total Liabilities
$0
0 liabilities
Total Trades
8
From PTR filings
Trade Volume
$6.3M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$7.2M
2009$2.1M
2010$5M
2011$1.9M
2012$5.1M
2013$3.1M

Assets by Category

LLC / Partnership$1.5M (3)
Bank & Cash$773K (7)
Real Estate$408K (2)
Retirement & Pension$197K (7)
Mutual Funds$116K (3)
Stocks$65K (6)
Gov. Securities$49K (3)
Other$33K (1)

Top Stock Holdings (from trades)

All Assets (32)

AssetValue
American Funds Investment Company of America
$1,001 - $15,000
American Funds Investment Company of America - IRA
$1,001 - $15,000
American Funds Investment Company of America - IRA
$1,001 - $15,000
Columbia Gorge Broadcasters
$500,001 - $1,000,000
Columbia Gorge Community College
$15,001 - $50,000
Columbia State Bank - various accounts
$100,001 - $250,000
Growth Fund of America - IRA
$50,001 - $100,000
Growth Fund of America - IRA
$15,001 - $50,000
Home lot: 2909 Hidden Valley Dr.
Lake Havasu City, AZ, US
$15,001 - $50,000
Capital Bank and Trust Company money market
$100,001 - $250,000
State of Oregon PERS (no specific assets) (Schedule 9)
$15,001 - $50,000
American Funds - New Perspective Fund CLA
$15,001 - $50,000
American Funds - New Perspective Fund CLA
$50,001 - $100,000
Fidelity Advisor money market
$15,001 - $50,000
Cascade Central Credit Union
$100,001 - $250,000
MSW Communications, LLC
Hood River, OR, US
$500,001 - $1,000,000
Hood River OR Investment Inc Stock
$1,001 - $15,000
Tower Property (land), 1190 22nd St.
Hood River, OR, US
$250,001 - $500,000
Wells Fargo checking account
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Ann Simmons Walden Revocable Living Trust
$15,001 - $50,000
Portland, OR Sewer System Revenue Bond
Portland, OR, US
$1,001 - $15,000
$15,001 - $50,000
Port of OR Sewer System First Lien Series A Refunding Bonds
Oregon, US
$1,001 - $15,000
Congressional Federal Credit Union - various accounts
$100,001 - $250,000
OnPoint Central Credit Union IRA (DC)
$15,001 - $50,000
Cascade Central Credit Union IRA (CD)
$1,001 - $15,000
Banner Central Credit Union Money Market
$15,001 - $50,000
$1,001 - $15,000
N/A
Diamond Resources Co.
N/A

Trading Sector Allocation (from PTR trades)

Energy$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).
Greg Walden Net Worth & Financial Disclosure 2013: Assets & Portfolio | Congress Stock Tracker