James A. Himes
James A. Himes Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 53 assets and 2 liabilities.
Est. Net Worth
$6.7M
2013 annual disclosure
Total Assets
$3.6M - $10.9M
53 assets
Total Liabilities
$350K - $750K
2 liabilities
Total Trades
17
From PTR filings
Trade Volume
$1.3M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2009 | $490K |
| 2010 | $238K |
| 2011 | $1.6M |
| 2012 | $4.1M |
| 2012 | $3.9M |
| 2013 | $6.7M |
Assets by Category
Mutual Funds$4.4M (15)
Retirement & Pension$956K (15)
LLC / Partnership$955K (9)
Other$350K (2)
Stocks$272K (8)
Bank & Cash$253K (4)
Top Stock Holdings (from trades)
All Assets (53)
| Asset | Value |
|---|---|
CHET High Equity Option 529 Plan | $100,001 - $250,000 |
CHET High Equity Option 529 Plan | $100,001 - $250,000 |
Fidelity Magellan IRA | $250,001 - $500,000 |
Fidelity Int'l Cap Appreciation | $15,001 - $50,000 |
Spartan Total Market Index Fund IRA | $15,001 - $50,000 |
Fidelity Capital & Income IRA | $100,001 - $250,000 |
Fidelity Total Bond IRA | $50,001 - $100,000 |
Fidelity Growth Strategies Fund IRA | $50,001 - $100,000 |
Fidelity Value Discovery IRA | $50,001 - $100,000 |
| $15,001 - $50,000 | |
Columbia Value and Restructuring Fund | $50,001 - $100,000 |
NGP Capital Resources Stock | $50,001 - $100,000 |
| $15,001 - $50,000 | |
Hennessy Cornerstone Growth IRA | $50,000 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Fidelity Intl Discovery Fund | $100,001 - $250,000 |
Alcatel Lucent ADR | $1,001 - $15,000 |
Columbia Large Cap Core 401k (previously Columbia Blended Equity) | $1,001 - $15,000 |
Fidelity Export & Multinational 401k | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Spartan Total Mkt Index Fund | $1,000,001 - $5,000,000 |
Fidelity Real Estate Income IRA | $50,001 - $100,000 |
Fidelity Blue Chip Value IRA | $50,001 - $100,000 |
Fidelity Blue Chip Value 401k | $1,001 - $15,000 |
GS Private Equity Partners 2007 LP | $15,001 - $50,000 |
Chase Savings | $1,001 - $15,000 |
Chase Moneymarket Savings | $100,001 - $250,000 |
Chase Workplace Checking | $25,001 - $50,000 |
Financial Tracking LLC Stock Princeton, Mercer Cty, NJ, US | $500,001 - $1,000,000 |
GS Cash Deposit | $15,001 - $50,000 |
Enterprise 401k-Jenison 20/20 | $1,001 - $15,000 |
Great West Money Mark Fund 401k | $50,001 - $100,000 |
American Funds Washington Mutual 401k | $50,001 - $100,000 |
West Maxim Money Mk 401k | $1 - $1,000 |
Stone Street Asia Fund LP | $1 - $1,000 |
Stone Street PEP Technology Fund | $15,000 - $50,000 |
Whitehall Street Global Employee Fund | $1,001 - $15,000 |
Fidelity Int'l Small Cap Fund | $50,001 - $100,000 |
Stone Street Real Estate Fund 1999 | $1,001 - $15,000 |
Fidelity Int'l Cap Appreciation Fund | $100,001 - $250,000 |
GS Distressed Opportunities Employee LP | $15,000 - $50,000 |
GS Vintage II Employee Fund LP | $1,001 - $15,000 |
GS Capital Partners 2000 Employees LP | $50,001 - $100,000 |
GS Direct Investment Fund 2000 LP | $15,000 - $50,000 |
Stone Street Fund 1999 LP | $1,001 - $15,000 |
Fidelity CT Muni Market Fund | $50,001 - $100,000 |
GS Small Cap Value Fund | $100,001 - $250,000 |
GS Asia Equity Fund | $100,001 - $250,000 |
Fidelity Intl Real Estate Fund | $15,001 - $50,000 |
Fidelity Cap Appreciation Fund | $100,001 - $250,000 |
Stone Street Real Estate Fund 2009 | $1,001 - $15,000 |
| $50,001 - $100,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| JP Morgan Chase | mortgage | $250,001 - $500,000 |
| JP Morgan Chase Home Equity | other | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Technology$675K
Financial Services$250K
Banking$8K
Energy$33K
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).