James R. Langevin
James R. Langevin Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 5, 2013. Includes 39 assets and 6 liabilities.
Est. Net Worth
$1.2M
2013 annual disclosure
Total Assets
$1.6M - $3.9M
39 assets
Total Liabilities
$1M - $2.1M
6 liabilities
Total Trades
470
From PTR filings
Trade Volume
$16.9M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $33K |
| 2008 | $350K |
| 2008 | $2M |
| 2009 | $1.8M |
| 2010 | $2.7M |
| 2011 | $2.1M |
| 2012 | $396K |
| 2012 | $661K |
| 2013 | $1.2M |
Assets by Category
Real Estate$1.3M (8)
Insurance$750K (1)
Mutual Funds$335K (17)
Bank & Cash$158K (3)
Stocks$124K (6)
Other$75K (1)
Retirement & Pension$33K (2)
Gov. Securities$8K (1)
Top Stock Holdings (from trades)
All Assets (39)
| Asset | Value |
|---|---|
14901 Park Lane Drive #101 Houston, TX, US | $100,001 - $250,000 |
15 Jefferson Street Warwick, RI, US | $100,001 - $250,000 |
17 Scott Avenue Warwick, RI, US | $100,001 - $250,000 |
25 Scott Avenue Warwick, RI, US | $100,001 - $250,000 |
340 Shawmut Avenue Warwick, RI, US | $100,001 - $250,000 |
65 Chesterfield Street Warwick, RI, US | $100,001 - $250,000 |
9 Jerelson Street Warwick, RI, US | $100,001 - $250,000 |
| N/A | |
| $15,001 - $50,000 | |
| N/A | |
| N/A | |
Bank RI (savings) | $1,001 - $15,000 |
Blackrock Muni Enhanced Fund | $1,001 - $15,000 |
Blackrock Munivest Fund | $15,001 - $50,000 |
Blackrock Natl Res Inv A | $15,001 - $50,000 |
Bonnet Shores Beach Cabana Narragansett, RI, US | $15,001 - $50,000 |
CAL Government A | N/A |
Citigroup Cap XV | $50,001 - $100,000 |
Columbia Select Large Cap Growth CL A Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
EV Cap SMID CAP A | $1,001 - $15,000 |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
Fed Strat Value Div CL A Fund (in Roth IRA) | N/A |
First Eagle US VAL A | $15,001 - $50,000 |
GS Emerging Markets Domestic Debt | $15,001 - $50,000 |
Hancock Cb Opps CL A Fund (in Roth IRA) | N/A |
Massachusetts MFS Investors Growth Stock | $15,001 - $50,000 |
MF Charter Graham (in Roth IRA) | $1,001 - $15,000 |
Morgan Stanley Cap Trust | $50,001 - $100,000 |
MSB Charter Campbell (in Roth IRA) | $1,001 - $15,000 |
Roth IRA | $15,000 - $50,000 |
Oppenheimer Dev Mkts A | $50,000 - $100,000 |
Permanent Portfolio Fund | N/A |
PIMCO GNMA CL A Fund | N/A |
SunLife of Canada (Insurance policy) | $500,001 - $1,000,000 |
US Savings Bonds | $1,001 - $15,000 |
Washington Mutual | $50,001 - $100,000 |
Western Asset Managed Municipals Portfolio | $15,001 - $50,000 |
Liabilities (6)
| Creditor | Type | Amount |
|---|---|---|
| Coastway Community Bank | mortgage | $250,001 - $500,000 |
| Chase Home Finance | mortgage | $50,001 - $100,000 |
| CitiMortgage | mortgage | $100,001 - $250,000 |
| Coastway Community Bank | mortgage | $100,001 - $250,000 |
| Coastway Community Bank | mortgage | $500,001 - $1,000,000 |
| Visa Credit Card | other | $10,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Healthcare$98K
Industrials$2.3M
Banking$16K
Consumer Cyclical$4.3M
Technology$3.6M
Communication Services$2.6M
Financial Services$1.7M
Retail Trade$16K
Consumer Defensive$164K
Real Estate$496K
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).