James A. Himes

James A. Himes Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed July 17, 2012. Includes 24 assets and 1 liabilities.

Est. Net Worth
$4.1M
2012 annual disclosure
Total Assets
$3.2M - $5.7M
24 assets
Total Liabilities
$250K - $500K
1 liabilities
Total Trades
17
From PTR filings
Trade Volume
$1.3M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2009$490K
2010$238K
2011$1.6M
2012$4.1M
2012$3.9M
2013$6.7M

Assets by Category

Mutual Funds$2.9M (11)
Retirement & Pension$1.5M (7)
Stocks$65K (2)
ETFs$33K (1)
Bank & Cash$24K (3)

Top Stock Holdings (from trades)

All Assets (24)

AssetValue
CHEST High Equity Option 529 Plan
$50,001 - $100,000
PHET High Equity Option 529
$100,001 - $250,000
Fidelity Magellan IRA
$50,001 - $100,000
Fidelity Intl Cap Appreciation Fund IRA
$15,001 - $50,000
Spartan Total Market Index Fund IRA
$50,001 - $100,000
Fidelity Capital & Income IRA
$50,001 - $100,000
$15,001 - $50,000
$15,001 - $50,000
Columbia Value and Restructuring Fund
$50,001 - $100,000
Fidelity Intl Discovery Fund
$250,001 - $500,000
Fidelity Intl Small Cap Fund
$50,001 - $100,000
Fidelity Intl Cap Appreciation Fund
$250,001 - $500,000
Spartan Total Mkt Index Fund
$500,001 - $1,000,000
Fidelity Cap Appreciation Fund
$100,001 - $250,000
Fidelity Intl Real Estate Fund
$15,001 - $50,000
GS Asia Equity Fund
$100,001 - $250,000
GS Small Cap Value Fund
$250,001 - $500,000
Fidelity CT Muni Market Fund
$250,001 - $500,000
Stone Street Fund 1999 LP
$1,000,000 - $1,000,000
GS Direct Investment Fund
$50,001 - $100,000
GS ETF
$15,001 - $50,000
Chase Workplace Checking
$1,001 - $15,000
Chase Moneymarket Savings
$1,001 - $15,000
Chase Savings
$1,001 - $15,000

Liabilities (1)

CreditorTypeAmount
Chase Bankmortgage$250,001 - $500,000

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).
James A. Himes Net Worth & Financial Disclosure 2012: Assets & Portfolio | Congress Stock Tracker