Greg Walden

Greg Walden Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 34 assets.

Est. Net Worth
$5.1M
2012 annual disclosure
Total Assets
$2.2M - $7.9M
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

LLC / Partnership$3M (1)
Mutual Funds$564K (11)
Bank & Cash$541K (6)
Real Estate$408K (2)
Other$375K (1)
Retirement & Pension$89K (5)
Gov. Securities$49K (3)
Stocks$33K (5)

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 - IRA
$15,001 - $50,000
American Funds Investment Company of America - IRA
$1,001 - $15,000
Columbia Gorge Broadcasters
$250,001 - $500,000
Columbia Gorge Community College Bond
$15,001 - $50,000
OnPoint Community Credit Union Accounts; State 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
Growth Fund of America - IRA
$50,001 - $100,000
Home lot, 2909 Hidden Valley Dr.
Lake Havasu City, AZ, US
$15,001 - $50,000
Hood River Vacations, LLC
Hood River, OR, US
$1,000,001 - $5,000,000
State of Oregon PERS
$15,001 - $50,000
American Funds - New Perspective Fund CLA
$15,001 - $50,000
American Funds - New Perspective Fund CLA
$50,001 - $100,000
American Funds - New Perspective Fund CLA
$15,001 - $50,000
Fidelity Government Money Market
$15,001 - $50,000
Cascade Central Credit Union Regular Share
$50,001 - $100,000
Cascade Central Credit Union Money Market
$15,001 - $50,000
Cascade Central Credit Union money market
$50,001 - $100,000
Cascade Central Credit Union IRA
$1,001 - $15,000
Cascade Central Credit Union IRA
$1,001 - $15,000
Professional 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
Portland, OR, US
$1,001 - $15,000
Georgia Power Co.
$1,001 - $15,000
Georgia Power Co.
$1,001 - $15,000
$1 - $1,000
Wells Fargo checking account
$1,001 - $15,000
Tower Property land, 1190 22nd St
Hood River, OR, US
$250,001 - $500,000
Prime Vest money market
$50,001 - $100,000
Prime Vest money market
$50,001 - $100,000

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).