Greg Walden

Greg Walden Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 16, 2011. Includes 34 assets.

Est. Net Worth
$1.9M
2011 annual disclosure
Total Assets
$1.1M - $2.8M
34 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

Bank & Cash$683K (7)
Real Estate$450K (2)
Mutual Funds$422K (10)
LLC / Partnership$250K (2)
Retirement & Pension$49K (3)
Gov. Securities$49K (4)
Stocks$48K (6)

Top Stock Holdings (from trades)

All Assets (34)

AssetValue
American Funds Investment Company of America
$1,001 - $15,000
American Funds Investment Company of America
$1,001 - $15,000
American Funds Investment Company of America - RA
$1,001 - $15,000
Columbia Gorge Broadcasters
$50,001 - $100,000
Columbia Gorge Community College Bond
$15,001 - $50,000
Columbia River Bank (formerly Columbia River Bank) - Various accounts
$100,001 - $250,000
Growth Fund of America - IRA
$50,001 - $100,000
Growth Fund of America - IRA
$50,001 - $100,000
Home lot: 2909 Hidden Valley Dr.
Lake Havasu City, AZ, US
$50,001 - $100,000
Hood River Vacations, LLC
Hood River, OR, US
$100,001 - $250,000
Oregon State General Baccalaureate Bond
N/A
State of Oregon PERS
$15,001 - $50,000
American Funds - New Perspective Fund CL A
$15,001 - $50,000
American Funds - New Perspective Fund CL A
$15,001 - $50,000
Fidelity Tax-Free Money Market Fund (Gregory Paul Walden Revocable Living Trust)
$15,001 - $50,000
Columbia Money Market (Gregory Paul Walden Revocable Living Trust)
$50,001 - $100,000
Columbia Money Market (Prime Vest; Gregory Paul Walden Revocable Living Trust)
$50,001 - $100,000
CD-Pinnacle Bank
N/A
CD-GE Money Bank
$50,001 - $100,000
Oregon 529 Fund money market
$1,001 - $15,000
Cascade Central Credit Union money market
$100,001 - $250,000
Cascade Central Credit Union share account
$50,001 - $100,000
Cascade Central Credit Union IRA
$1,001 - $15,000
Cascade Central Credit Union
$1,001 - $15,000
Congressional Federal Credit Union - various accounts
$100,000 - $250,000
Portland, OR Sewer System Revenue Bond (Mylène Ann Simons Walden Revocable Living Trust)
Portland, OR, US
$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
$1,001 - $15,000
$1,001 - $15,000
Tower Property (land), 1190 22nd St
Hood River, OR, US
$250,001 - $500,000

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).