James R. Langevin
James R. Langevin Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 17, 2010. Includes 31 assets and 6 liabilities.
Est. Net Worth
$2.7M
2010 annual disclosure
Total Assets
$2.8M - $5.3M
31 assets
Total Liabilities
$850K - $1.9M
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$1.8M (9)
Insurance$1M (1)
Mutual Funds$628K (12)
Stocks$283K (3)
Retirement & Pension$183K (2)
Other$108K (2)
Bank & Cash$8K (1)
Gov. Securities$8K (1)
Top Stock Holdings (from trades)
All Assets (31)
| Asset | Value |
|---|---|
1300 13th Street NW #302 Washington, DC, US | $250,001 - $500,000 |
14901 Park Lane Drive #101 Ft. Meyers, FL, US | $100,001 - $250,000 |
RJs 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 Jefferson Street Warwick, RI, US | $250,001 - $500,000 |
A123 Systems Common Stock | $100,001 - $250,000 |
Bank RI (savings) | $1,001 - $15,000 |
Blackrock Muni Enhanced Fund | $100,001 - $250,000 |
Blackrock Munivest Fund II | $15,001 - $50,000 |
Bonnet Shores Beach Cabana | $15,001 - $50,000 |
Citigroup Cap XV | $15,001 - $50,000 |
| $50,001 - $100,000 | |
Goldman Sachs Grp Inc SRB | $15,001 - $50,000 |
Investment Company of America | $15,001 - $50,000 |
Morgan Stanley Cap Trust | $50,001 - $100,000 |
MS Charter Campbell (in Roth IRA) | $100,001 - $250,000 |
MS Charter Graham (in Roth IRA) | $1,001 - $15,000 |
MS Emerging Markets Debt Fund | $15,001 - $50,000 |
MS Value Fund A | $50,001 - $100,000 |
Sun Life of Canada (Insurance policy) | $1,000,000 - $1,000,000 |
US Savings Bonds | $1,001 - $15,000 |
Van Kampen DJ Dividend Index | $15,001 - $50,000 |
Van Kampen EAFE Select | $15,001 - $50,000 |
Van Kampen Multinational Index I2 | N/A |
Van Kampen Multinational Index I | $15,001 - $50,000 |
Van Kampen Munivest SBN | $50,001 - $100,000 |
Washington Mutual | $50,001 - $100,000 |
Western Asset Managed Municipals Portfolio | $15,001 - $50,000 |
Liabilities (6)
| Creditor | Type | Amount |
|---|---|---|
| Coastway | mortgage | $250,001 - $500,000 |
| Chase Home Finance | mortgage | $100,001 - $250,000 |
| CitiMortgage | mortgage | $100,001 - $250,000 |
| Bank of America | mortgage | $50,001 - $100,000 |
| Wells Fargo (note: title is held by Dean Realty but schedule is in my name - property not listed on Schedule A) | mortgage | $100,001 - $250,000 |
| Coastway | mortgage | $250,001 - $500,000 |
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).