James R. Langevin
James R. Langevin Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed July 15, 2011. Includes 29 assets and 4 liabilities.
Est. Net Worth
$2.1M
2011 annual disclosure
Total Assets
$1.6M - $3.8M
29 assets
Total Liabilities
$410K - $865K
4 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$371K (10)
Other$150K (2)
Stocks$108K (4)
Retirement & Pension$16K (2)
Bank & Cash$8K (1)
Gov. Securities$8K (1)
Top Stock Holdings (from trades)
All Assets (29)
| Asset | Value |
|---|---|
1490A Park Lane Drive #101 Tavares, FL, 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 Jefferson Street Warwick, RI, US | $100,001 - $250,000 |
| $15,001 - $50,000 | |
Bank RI (savings) | $1,001 - $15,000 |
BlackRock Muni Enhanced Fund | $1,001 - $15,000 |
BlackRock Munivest Fund II | $15,001 - $50,000 |
Bonnet Shores Beach Cabana Narragansett, RI, US | $50,001 - $100,000 |
Citigroup Cap XV | $50,001 - $100,000 |
| N/A | |
| N/A | |
Invesco Value Fund (previously named and listed as MS Value Fund) | $50,001 - $100,000 |
Investment Company of America | $15,001 - $50,000 |
Morgan Stanley Cap Trust | $50,000 - $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 | $50,001 - $100,000 |
Sun Life of Canada (Insurance Policy) | $500,001 - $1,000,000 |
US Savings Bonds | $1,001 - $15,000 |
Van Kampen Dividend Index | $1,001 - $15,000 |
Van Kampen EAFE Select | $15,001 - $50,000 |
Van Kampen Multinational Index 29 | $50,001 - $100,000 |
Van Kampen Munivest SBI | N/A |
Washington Mutual | $50,001 - $100,000 |
Western Asset Managed Municipals Portfolio | $15,001 - $50,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| Coastway | mortgage | $250,001 - $500,000 |
| Chase Home Finance | mortgage | $50,001 - $100,000 |
| CitiMortgage | mortgage | $100,001 - $250,000 |
| Visa | 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).