Greg Walden
Greg Walden Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 15, 2009. Includes 33 assets.
Est. Net Worth
$2.1M
2009 annual disclosure
Total Assets
$1.2M - $2.9M
33 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
| Period | Est. net worth |
|---|---|
| 2008 | $7.2M |
| 2009 | $2.1M |
| 2010 | $5M |
| 2011 | $1.9M |
| 2012 | $5.1M |
| 2013 | $3.1M |
Assets by Category
LLC / Partnership$933K (3)
Bank & Cash$581K (8)
Real Estate$250K (2)
Retirement & Pension$81K (5)
Gov. Securities$73K (3)
Stocks$73K (6)
Mutual Funds$65K (5)
Other$8K (1)
Top Stock Holdings (from trades)
All Assets (33)
| Asset | Value |
|---|---|
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 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Columbia Gorge Broadcasters | $100,001 - $250,000 |
Columbia Gorge Community College Bond (2008) | $15,001 - $50,000 |
Columbia River Bank (various accounts) - Walden Revocable Living Trust | $100,001 - $250,000 |
Growth Fund of America IRA | $15,001 - $50,000 |
Growth Fund of America IRA | $15,001 - $50,000 |
Home at 2909 Hidden Valley Dr. Lake Havasu City, AZ, US | $50,001 - $100,000 |
MSW Communications, LLC Hood River, OR, US | $500,001 - $1,000,000 |
Oregon General Baccalaureate Bond (2008, issued to Myrlene Ann Walden Revocable Living Trust) | $15,001 - $50,000 |
State of Oregon PERS | N/A |
Tower Property (land) - 1190 22nd St. Hood River, OR 97031, US | $100,001 - $250,000 |
American Funds New Perspective Fund Class A | $1,001 - $15,000 |
Fidelity Tax-Free Money Market | $15,001 - $50,000 |
Prime Vest Money Market | $50,001 - $100,000 |
CD - Park Cities Bank | $15,001 - $50,000 |
CD - Pinnacle Bank | $15,001 - $50,000 |
Prime Vest money market account (First Midwest Bank) - Ann Simmons Walden Revocable Living Trust | $1,001 - $15,000 |
Orthodontic practice (administered by Ann Simmons Walden Revocable Living Trust) | $1,001 - $15,000 |
Cascade Central Credit Union money market (Ann Simmons Walden Revocable Living Trust) | $1,001 - $15,000 |
Cascade Central Credit Union money market | $50,001 - $100,000 |
Columbia Federal Credit Union - various accounts | $100,001 - $250,000 |
Portland, OR Sewer System Revenue Bond Portland, OR, US | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Portland, OR Sewer System Revenue Bond | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 |
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).