JAMES L. OBERSTAR Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 90 assets.

Year:

2010 2009 2008

Est. Net Worth

$8.5M

2008 annual disclosure

Total Assets

$5.3M - $11.7M

90 assets

Total Liabilities

0 liabilities

Total Trades

111

From PTR filings

Trade Volume

$8M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$8.5M
2009	$5.8M
2010	$5.9M

Assets by Category

Stocks$3.7M (51)

Mutual Funds$2.5M (26)

Other$925K (4)

Bank & Cash$733K (5)

Gov. Securities$375K (1)

LLC / Partnership$350K (2)

ETFs$10K (1)

Top Stock Holdings (from trades)

Alpine Total Dynamic Dividend FundAOD

$1.1M

CepheidCPHD

$1.1M

Nuance CommunicationsNUAN

Archstone Smith TrustASN

All Assets (90)

Asset	Type	Owner	Value	Income
AES Corp(AES)	Stocks	Spouse	N/A	Capital Gains $50,001 - $100,000
AES Corp(AES)	Stocks	Spouse	$1,001 - $15,000	None
Allianz Nachr Intl	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $5,001 - $15,000
Allianz Roper Value Fund	Mutual Funds	Spouse	$250,001 - $500,000	Dividends/Capital Gains $50,001 - $100,000
David Total Dynamic Dividend	Mutual Funds	Spouse	N/A	Dividends $5,001 - $15,000
American Cash Management Trust	Bank & Cash	Spouse	$50,001 - $100,000	Dividends $2,501 - $5,000
Anheuser-Busch InBev(BUD)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Apple Computer(AAPL)	Stocks	Spouse	$50,001 - $100,000	None
Applied Materials(AMAT)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Archstone-Smith(ASN)	Stocks	Spouse	N/A	Capital Gains $50,001 - $100,000
Artisan Mid Cap Fund	Mutual Funds	Spouse	N/A	Capital Gains $2,501 - $5,000
Automatic Data Processing(ADP)	Stocks	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Baron Asset Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Basin Water(BASN)	Stocks	Spouse	$1,001 - $15,000	None
Basin Water(BASN)	Stocks	Spouse	$15,001 - $50,000	None
Blackboard Inc.(BBBB)	Stocks	Spouse	$250,001 - $500,000	None
Blackboard Inc.(BBBB)	Stocks	Spouse	$1,001 - $15,000	None
Boston Partners Small Cap Value II Fund	Mutual Funds	Spouse	N/A	Capital Gains $1,001 - $2,500
Broadridge Financial Solution(BR)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Colamos Growth & Income Fund	Mutual Funds	Spouse	N/A	Dividends/Capital Gains $2,501 - $5,000
Calamos Market Neutral Income	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
CarMax(KMX)	Stocks	Spouse	$15,001 - $50,000	None
Cepheid Inc.(CPHD)	Stocks	Spouse	$15,001 - $50,000	None
Cepheid Inc.(CPHD)	Stocks	Spouse	$50,001 - $100,000	None
Champlain Small Company	Mutual Funds	Spouse	$5,001 - $15,000	Dividends $1,001 - $2,500
Chevy Chase Bank	Bank & Cash	Spouse	$250,001 - $500,000	Interest $5,001 - $15,000
Cohen & Steers Quality Income Realty Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $2,501 - $5,000
Congressional Federal Credit Union	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Compuware Corp.(CPWR)	Stocks	Spouse	$1,001 - $15,000	None
Cortex Pharmaceuticals(CORX)	Stocks	Spouse	$1,001 - $15,000	None
Danka Business Systems	Stocks	Spouse	$1,001 - $15,000	None
Diamond Hill Large Cap Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Interest $5,001 - $15,000
Discover Financial(DFS)	Stocks	Spouse	N/A	Dividends $1 - $200
Disney(DIS)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Dodge & Cox Stock Fund	Mutual Funds	Spouse	$100,001 - $250,000	Dividends/Capital Gains $15,001 - $50,000
Drugstore.com	Stocks	Spouse	$250,001 - $500,000	None
DWS Rreef Real Estate (Scudder RREEF Real Estate)	Mutual Funds	Spouse	N/A	Dividends $201 - $1,000
EP MedSystems	Stocks	Spouse	$15,001 - $50,000	None
Exxon Mobil(XOM)	Stocks	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
Felicity St Charles, LLC	LLC / Partnership	Spouse	$100,001 - $250,000	Rent $5,001 - $15,000
Financing Corp FICO Strips	Other	Spouse	$100,001 - $250,000	Interest $5,001 - $15,000
First Commonwealth Financial(FCF)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
FPL Group(NEE)	Stocks	Spouse	$100,001 - $250,000	Dividends $1,001 - $2,500
General Electric(GE)	Stocks	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Goldman Sachs(GS)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Guitar Center Inc	Stocks	Spouse	N/A	None
Haemonetics Corp(HAE)	Stocks	Spouse	$15,001 - $50,000	None
Home Depot(HD)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
InterDigital Communications Corp Common Stock(IDCC)	Stocks	Spouse	N/A	None
Iron Mountain Inc(IRM)	Stocks	Spouse	$15,001 - $50,000	None
iShares iBoxx Investment Grade(LQD)	ETFs	Spouse	$5,001 - $15,000	Dividends $1,001 - $2,500
Janus Money Market Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Jefferson Pilot Annuity	Other	Spouse	$500,001 - $1,000,000	None
JKO Properties, LLC	LLC / Partnership	Spouse	$100,001 - $250,000	Rent $5,001 - $15,000
John Hancock Regional Bank Fund	Mutual Funds	Spouse	$500,001 - $1,000,000	Dividends/Capital Gains $100,001 - $1,000,000
Johnson & Johnson(JNJ)	Stocks	Spouse	$50,001 - $100,000	Dividends/Capital Gains $15,001 - $50,000
Julius Baer Intl Equity Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $2,501 - $5,000
Kurth Bypass Trust	Other	Spouse	N/A	Excepted Trust
Kurth QTIP A Trust	Other	Spouse	N/A	Excepted Trust
Marsico Growth Fund	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $2,501 - $5,000
Martha Stewart Living Omnimedia(MSO)	Stocks	Spouse	N/A	None
Met West Total Return Bond Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends/Capital Gains $2,501 - $5,000
Microsoft(MSFT)	Stocks	Spouse	$100,001 - $250,000	Dividends $1,001 - $2,500
Morgan Stanley(MS)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Nuance Communications(NUAN)	Stocks	Spouse	$1,001 - $15,000	None
Nuance Communications(NUAN)	Stocks	Spouse	$100,001 - $250,000	None
Oakmark International	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $5,001 - $15,000
Pain Therapeutics(PTIE)	Stocks	Spouse	$100,001 - $250,000	None
Pernwest Pharmaceuticals	Stocks	Spouse	N/A	None
Pimco High Yield Fund	Mutual Funds	Spouse	N/A	Dividends/Capital Gains $201 - $1,000
Pioneer Cullen Value A	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Pozen Inc(POZN)	Stocks	Spouse	$1,001 - $15,000	None
POZEN Inc(POZN)	Stocks	Spouse	$100,001 - $250,000	None
Prime Fund Daily Money Class	Mutual Funds	Spouse	$250,000 - $500,000	Dividends $5,001 - $15,000
Procter & Gamble(PG)	Stocks	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
Saul Centers REIT(BFS)	Stocks	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
Starbucks(SBUX)	Stocks	Spouse	$15,001 - $50,000	None
Stericycle(SRCL)	Stocks	Spouse	$50,001 - $100,000	None
Strayer Education(STRA)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Sunrise Senior Living	Stocks	Spouse	$15,001 - $50,000	None
T Rowe Price High Yield	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
TCW Galileo Total Return	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $2,501 - $5,000
Third Avenue Real Estate Value Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $2,501 - $5,000
Third Avenue Small Cap Value Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
U.S. Treasury Notes	Gov. Securities	Spouse	$250,001 - $500,000	Interest $15,001 - $50,000
Universal Display Corp(OLED)	Stocks	Spouse	$500,001 - $1,000,000	None
Universal Display Corp(OLED)	Stocks	Spouse	$1,001 - $15,000	None
Wachovia Bank	Bank & Cash	Spouse	$100,001 - $250,000	Interest $5,001 - $15,000
Wachovia Bank	Bank & Cash	Spouse	$50,001 - $100,000	Interest $2,501 - $5,000
Wal-Mart(WMT)	Stocks	Spouse	$50,001 - $100,000	Dividends/Capital Gains $15,001 - $50,000

Trading Sector Allocation (from PTR trades)

Utilities$525K

Financial Services$561K

Technology$441K

Industrials$466K

Healthcare$150K

Consumer Defensive$33K

JAMES L. OBERSTAR trades Wealthiest members Most active traders MN delegation Articles

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).