Greg Walden
Greg Walden Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 14, 2010. Includes 36 assets.
Est. Net Worth
$5M
2010 annual disclosure
Total Assets
$2.1M - $7.9M
36 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$3.2M (2)
Bank & Cash$966K (9)
Real Estate$250K (2)
Mutual Funds$231K (6)
Retirement & Pension$172K (7)
Gov. Securities$124K (4)
Stocks$73K (6)
Top Stock Holdings (from trades)
All Assets (36)
| 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 |
Columbia Bancorp Stock | $15,001 - $50,000 |
Columbia Bancorp Stock - IRA | $1,001 - $15,000 |
Columbia Bancorp Stock - IRA (administered by Prime Vest) | $1,001 - $15,000 |
Columbia Gorge Broadcasters | $100,001 - $250,000 |
Columbia Gorge Community College Bond | $50,001 - $100,000 |
Columbia River Bank (various accounts) | $100,001 - $250,000 |
Growth Fund of America - IRA | $15,001 - $50,000 |
Growth Fund of America - IRA | $50,001 - $100,000 |
Home lot: 2909 Hidden Valley Dr. Lake Havasu City, AZ, US | $50,001 - $100,000 |
WFC Communications, LLC Hood River, OR, US | $1,000,001 - $5,000,000 |
Oregon State General Obligation Bond | $15,001 - $50,000 |
State of Oregon PERS | $15,001 - $50,000 |
American Funds - New Perspective Fund Cl A | $50,001 - $100,000 |
American Funds - New Perspective Fund Cl A | $15,001 - $50,000 |
Fidelity Tax-Free Money Market - Oregon | $50,001 - $100,000 |
Fidelity Tax-Free Money Market - Washington | $15,001 - $50,000 |
Prime Vest money market brokerage account (asset classified under Paul Walden Revocable Living Trust; proceeds from CD-State Bank & Trust of Oregon rolled into account 2/12/2009) | $50,001 - $100,000 |
CD - Pinnacle Bank (asset classified under Myrlene Ann Simons Walden Revocable Living Trust) | $15,001 - $50,000 |
Prime Vest money market brokerage account (asset classified under Myrlene Ann Simons Walden Revocable Living Trust; proceeds from CD-Park Cities Bank matured 7/27/2009 rolled into account) | $50,001 - $100,000 |
Oregon 529 Fund money market (managed by Oppenheimer Funds) | $1,001 - $15,000 |
Cascade Central Credit Union (money market classified under Myrlene Ann Simons Walden Revocable Living Trust) | $100,001 - $250,000 |
Cascade Central Credit Union (money market asset classified under Paul Walden Revocable Living Trust) | $100,001 - $250,000 |
Evergreen Federal Credit Union money market | $50,001 - $100,000 |
Congressional Federal Credit Union - various accounts | $100,001 - $250,000 |
Portland, OR Sewer System Revenue Bond (Mylene Simmons Walden Revocable Living Trust) Portland, OR, US | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Portland, OR Sewer System Revenue Bond (Gregory Paul Walden Revocable Living Trust) Portland, OR, US | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Wells Fargo Checking Account (opened 10/22/2009) | $1,001 - $15,000 |
22nd St., Hood River, OR 97031 (Commercial Property – 190 Communications, LLC) Hood River, OR 97031, US | $100,001 - $250,000 |
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).