Jared Polis Net Worth & Financial Disclosure

house

Annual financial disclosure for 2011, filed August 5, 2011. Includes 63 assets and 5 liabilities.

Year:

2013 2012 2011 2010

Est. Net Worth

-$6.2M

2011 annual disclosure

Total Assets

Not disclosed

63 assets

Total Liabilities

$2.1M - $10.3M

5 liabilities

Total Trades

771

From PTR filings

Trade Volume

$84.9M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2010	-$18.3M
2011	-$6.2M
2012	-$3.8M
2013	-$18.8M

Assets by Category

Stocks$0 (42)

LLC / Partnership$0 (21)

Top Stock Holdings (from trades)

Vulcan Materials CompanyVMC

$3M

All Assets (63)

Asset	Type	Owner	Value	Income
Arcus Biosciences Inc	Stocks	Self	N/A	None
Argenx SE (US)	Stocks	Self	N/A	None
BlackRock Capital Investment Corp	Stocks	Self	N/A	None
Boeing Co(BA)	Stocks	Self	N/A	None
Bristol-Myers Squibb Co(BMY)	Stocks	Self	N/A	None
Chevron Corp(CVX)	Stocks	Self	N/A	None
Danaher Corp(DHR)	Stocks	Self	N/A	None
Devon Energy Corp(DVN)	Stocks	Self	N/A	None
Diamondback Energy Inc(FANG)	Stocks	Self	N/A	None
Dover Corp(DOV)	Stocks	Self	N/A	None
Dow Inc(DOW)	Stocks	Self	N/A	None
DuPont de Nemours Inc(DD)	Stocks	Self	N/A	None
Eli Lilly & Co(LLY)	Stocks	Self	N/A	None
Enbridge Inc(ENB)	Stocks	Self	N/A	None
EOG Resources Inc(EOG)	Stocks	Self	N/A	None
Exxon Mobil Corp(XOM)	Stocks	Self	N/A	None
First Republic Bank	Stocks	Self	N/A	None
Goldman Sachs Group Inc(GS)	Stocks	Self	N/A	None
Home Depot Inc(HD)	Stocks	Self	N/A	None
Johnson & Johnson(JNJ)	Stocks	Self	N/A	None
JPMorgan Chase & Co(JPM)	Stocks	Self	N/A	None
Lockheed Martin Corp(LMT)	Stocks	Self	N/A	None
Merck & Co Inc(MRK)	Stocks	Self	N/A	None
Meta Platforms Inc(META)	Stocks	Self	N/A	None
Microsoft Corp(MSFT)	Stocks	Self	N/A	None
Moderna Inc(MRNA)	Stocks	Self	N/A	None
NextEra Energy Inc(NEE)	Stocks	Self	N/A	None
Nvidia Corp(NVDA)	Stocks	Self	N/A	None
Occidental Petroleum Corp(OXY)	Stocks	Self	N/A	None
Oracle Corp(ORCL)	Stocks	Self	N/A	None
Pfizer Inc(PFE)	Stocks	Self	N/A	None
Procter & Gamble Co(PG)	Stocks	Self	N/A	None
Raytheon Technologies Corp(RTX)	Stocks	Self	N/A	None
Salesforce Inc(CRM)	Stocks	Self	N/A	None
Schlumberger NV(SLB)	Stocks	Self	N/A	None
Southern Co(SO)	Stocks	Self	N/A	None
Tesla Inc(TSLA)	Stocks	Self	N/A	None
Thermo Fisher Scientific Inc(TMO)	Stocks	Self	N/A	None
UnitedHealth Group Inc(UNH)	Stocks	Self	N/A	None
Visa Inc(V)	Stocks	Self	N/A	None
Walmart Inc(WMT)	Stocks	Self	N/A	None
Walt Disney Co(DIS)	Stocks	Self	N/A	None
SP Investment Partners II LP	LLC / Partnership	Self	N/A	Partnership Income
SP Investment Partners III LP	LLC / Partnership	Self	N/A	Partnership Income
SP Investment Partners IV LP	LLC / Partnership	Self	N/A	Partnership Income
SP Investment Partners V LP	LLC / Partnership	Self	N/A	Partnership Income
SP Investment Partners VI LP	LLC / Partnership	Self	N/A	Partnership Income
SP Investment Partners VII LP	LLC / Partnership	Self	N/A	Partnership Income
SP Investment Partners VIII LP	LLC / Partnership	Self	N/A	Partnership Income
SP Investment Partners IX LP	LLC / Partnership	Self	N/A	Partnership Income
SP Investment Partners X LP	LLC / Partnership	Self	N/A	Partnership Income
SPV Japan Recovery Fund LP	LLC / Partnership	Self	N/A	Partnership Income
SPV Japan Recovery Fund II LP	LLC / Partnership	Self	N/A	Partnership Income
SPV Korea Recovery Fund LP	LLC / Partnership	Self	N/A	Partnership Income
SPV Korea Recovery Fund II LP	LLC / Partnership	Self	N/A	Partnership Income
SPV India Recovery Fund LP	LLC / Partnership	Self	N/A	Partnership Income
SPV India Recovery Fund II LP	LLC / Partnership	Self	N/A	Partnership Income
SPV China Recovery Fund LP	LLC / Partnership	Self	N/A	Partnership Income
SPV China Recovery Fund II LP	LLC / Partnership	Self	N/A	Partnership Income
SPV Southeast Asia Recovery Fund LP	LLC / Partnership	Self	N/A	Partnership Income
SPV Southeast Asia Recovery Fund II LP	LLC / Partnership	Self	N/A	Partnership Income
SPV Global Credit Opportunities Fund LP	LLC / Partnership	Self	N/A	Partnership Income
SPV Global Credit Opportunities Fund II LP	LLC / Partnership	Self	N/A	Partnership Income

Liabilities (5)

Creditor	Type	Amount	Rate	Term
Bank of America	mortgage	$100,001 - $250,000	—	—
Congressional Fed Credit Union	credit card	$15,001 - $50,000	—	—
Merrill Lynch	credit card	$15,001 - $50,000	—	—
Citibank	line of credit	$1,000,001 - $5,000,000	—	—
Countrywide Home Mortgage Service	mortgage	$1,000,001 - $5,000,000	—	—

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

Jared Polis trades Wealthiest members Most active traders CO delegation Articles

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).