Jared Polis

Jared Polis Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed August 10, 2010. Includes 15 assets and 4 liabilities.

Est. Net Worth
-$18.3M
2010 annual disclosure
Total Assets
Not disclosed
15 assets
Total Liabilities
$6.2M - $30.4M
4 liabilities
Total Trades
771
From PTR filings
Trade Volume
$84.9M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2010-$18.3M
2011-$6.2M
2012-$3.8M
2013-$18.8M

Assets by Category

ETFs$0 (6)
Mutual Funds$0 (3)
Bank & Cash$0 (2)
Other$0 (1)
Real Estate$0 (1)
LLC / Partnership$0 (2)

Top Stock Holdings (from trades)

All Assets (15)

AssetValue
N/A
N/A
Matthews International Capital Tax Exempt Fund
N/A
Matthews Asia Dividend Fund
N/A
N/A
N/A
N/A
Vanguard 500 Index Fund Admiral Shares
N/A
N/A
Wells Fargo Savings
N/A
Wells Fargo Checking
N/A
Cash
N/A
Office Condo
Boulder, CO, US
N/A
New York Investment Partnership
New York, NY, US
N/A
New York Internet Media Companies
New York, NY, US
N/A

Liabilities (4)

CreditorTypeAmount
See attached scheduleother$100,001 - $250,000
United Image Plus Inc., Merrill Lynch, Los Angeles, CAline of credit$50,001 - $100,000
Merrill Lynch, Los Angeles, CAmargin loan$1,000,001 - $5,000,000
Bank of America, Merrill Lynch Mortgage Service Centre, Mt Laurel, NJmortgage$5,000,001 - $25,000,000

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$8K
Consumer Defensive$8K
Industrials$658K
Technology$646K
Energy$114K
Healthcare$3.6M
Financial Services$345K
Communication Services$1.7M
Retail TradeN/A
Banking$750K
Utilities$8K
Transportation & Utilities$8K
Real Estate$132K
ServicesN/A
Insurance$41K
Basic Materials$3M
Manufacturing$33K
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).
Jared Polis Net Worth & Financial Disclosure 2010: Assets & Portfolio | Congress Stock Tracker