James R. Langevin
James R. Langevin Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 15, 2009. Includes 28 assets and 6 liabilities.
Est. Net Worth
$1.8M
2009 annual disclosure
Total Assets
$1.7M - $3.9M
28 assets
Total Liabilities
$650K - $1.4M
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$1.5M (8)
Insurance$750K (1)
Mutual Funds$404K (12)
Stocks$140K (3)
Retirement & Pension$16K (2)
Bank & Cash$8K (1)
Gov. Securities$8K (1)
Top Stock Holdings (from trades)
All Assets (28)
| Asset | Value |
|---|---|
14901 Park Lane Dr. #101 Ft. Meyers, FL, US | $100,001 - $250,000 |
15 Jefferson St. Warwick, RI, US | $250,001 - $500,000 |
17 Scott Ave. Warwick, RI, US | $100,001 - $250,000 |
25 Scott Ave. Warwick, RI, US | $100,001 - $250,000 |
340 Shawmut Ave. Warwick, RI, US | $100,001 - $250,000 |
65 Chesterfield St. Warwick, RI, US | $100,001 - $250,000 |
9 Jefferson St. Warwick, RI, US | $100,001 - $250,000 |
Bank RI (savings) | $1,001 - $15,000 |
Blackrock Muni Enhanced Fund | $1,001 - $15,000 |
Blackrock Munivet Fund II | $15,001 - $50,000 |
Bonnet Shores Beach Cabana | $50,001 - $100,000 |
Citigroup Cap XV | $15,001 - $50,000 |
Eaton Vance Natl Muni Fund | N/A |
| $15,001 - $50,000 | |
Investment Company of America | $15,001 - $50,000 |
MS Cap Trust | $50,001 - $100,000 |
MS Charter Campbell (in Roth IRA) | $1,001 - $15,000 |
MS Charter Graham (in Roth IRA) | $1,001 - $15,000 |
MS Emerging Markets Domestic Debt | $15,001 - $50,000 |
MS Value Fund A | $50,001 - $100,000 |
SunLife of Canada (insurance policy) | $500,001 - $1,000,000 |
US Savings Bonds | $1,001 - $15,000 |
Van Kampen D.I. Dividend Index | N/A |
Van Kampen EAFE Select | $15,001 - $50,000 |
Van Kampen Multinational Index 22 | $1,001 - $15,000 |
Van Kampen Muni Invest SBI | $50,001 - $100,000 |
Washington Mutual | $50,001 - $100,000 |
Western Asset Managed Municipals Portfolio | $15,001 - $50,000 |
Liabilities (6)
| Creditor | Type | Amount |
|---|---|---|
| Washington Mutual Home Loans | mortgage | $250,001 - $500,000 |
| Washington Mutual Home Loans | mortgage | $100,001 - $250,000 |
| CitiMortgage | mortgage | $100,001 - $250,000 |
| Countrywide Home Loans | mortgage | $50,001 - $100,000 |
| Washington Trust (note: title held by Dean Realty; filer has no involvement) | mortgage | $50,001 - $100,000 |
| Washington Mutual Home Loans (note: property not listed on Schedule III) | mortgage | $100,001 - $250,000 |
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).