James P. Moran
James P. Moran Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed August 18, 2011. Includes 17 assets.
Est. Net Worth
$439K
2011 annual disclosure
Total Assets
$247K - $630K
17 assets
Total Liabilities
$0
0 liabilities
Total Trades
208
From PTR filings
Trade Volume
$6.1M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | -$500K |
| 2009 | $6.4M |
| 2010 | -$271K |
| 2011 | $439K |
| 2012 | $8K |
| 2012 | $732K |
| 2012 | $488K |
| 2013 | $8K |
Assets by Category
Mutual Funds$366K (14)
Stocks$73K (3)
Top Stock Holdings (from trades)
All Assets (17)
| Asset | Value |
|---|---|
Azzare Global Fund | $50,001 - $100,000 |
Azzare Credit Invest Fund Stock | $100,001 - $250,000 |
Azzare Invest Value Inv. Fund Stock | $50,001 - $100,000 |
4D Ltd Materials Corp. | $15,001 - $50,000 |
Allied Asset Mgt. | $15,001 - $50,000 |
First Stock | $1,001 - $15,000 |
Fund Stock | $1,001 - $15,000 |
Azzare Fund Stock | $15,001 - $50,000 |
Wells Fargo - A Fund & Stock | N/A |
Wells Fargo - B Fund & Stock | N/A |
Wells Fargo - C Fund & Stock | N/A |
Legg Mason Partners - Value Trust | N/A |
American Funds - Investment Company of America | N/A |
American Funds - Washington Mutual Investors Fund | N/A |
T. Rowe Price - Equity Income Fund | N/A |
T. Rowe Price - New Income Fund | N/A |
Columbia - Balanced Fund | N/A |
Trading Sector Allocation (from PTR trades)
Real Estate$48K
Communication Services$129K
Financial Services$1000K
Consumer Cyclical$64K
Utilities$16K
Consumer Defensive$56K
Services$16K
Healthcare$56K
Industrials$838K
Technology$179K
Manufacturing$8K
Insurance$8K
Energy$80K
Banking$8K
Basic Materials$8K
Retail Trade$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).