HOWARD L. BERMAN
HOWARD L. BERMAN Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 14, 2012. Includes 8 assets.
Est. Net Worth
$3.6M
2012 annual disclosure
Total Assets
$2.4M - $4.8M
8 assets
Total Liabilities
$0
0 liabilities
Total Trades
36
From PTR filings
Trade Volume
$811K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.1M |
| 2009 | $666K |
| 2010 | $4.2M |
| 2011 | $3.7M |
| 2012 | $3.6M |
Assets by Category
Bank & Cash$2.3M (3)
Other$1.1M (3)
LLC / Partnership$208K (2)
Top Stock Holdings (from trades)
All Assets (8)
| Asset | Value |
|---|---|
3627 W 104th Street LLC Los Angeles, CA, US | $15,001 - $50,000 |
Producers Farming CO | $100,001 - $250,000 |
JP Morgan Account (See attached JP Morgan 2011 Forms 1099 & Details, Page 16 of 22 and Dec 2011 Stmt Page 9) | $500,001 - $1,000,000 |
JP Morgan Account (See attached JP Morgan 2011 Forms 1099 & Details, Page 20 of 22 and Dec 2011 Stmt Page 9) | $500,001 - $1,000,000 |
JP Morgan Account (See attached JP Morgan 2011 Forms 1099 & Details, Page 9 of 22 and Dec 2011 Stmt Page 9) | $500,001 - $1,000,000 |
UBS Account (See attached UBS 2011 Consolidated Form 1099 and Dec Stmt) | $250,001 - $500,000 |
UBS Account (See attached UBS 2009 Consolidated Form 1099 and Dec Stmt) | $250,001 - $500,000 |
UBS Account (See attached UBS 2011 Consolidated Form 1099 and Dec Stmt) | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
Energy$41K
Financial Services$181K
Basic Materials$41K
Technology$16K
Healthcare$33K
IndustrialsN/A
Consumer Cyclical$33K
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).