Jared Polis Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed August 10, 2012. Includes 34 assets and 4 liabilities.

Year:

2013 2012 2011 2010

Est. Net Worth

-$3.8M

2012 annual disclosure

Total Assets

Not disclosed

34 assets

Total Liabilities

$1.5M - $6.1M

4 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

Other$0 (6)

Mutual Funds$0 (4)

Retirement & Pension$0 (2)

Stocks$0 (8)

LLC / Partnership$0 (12)

Bank & Cash$0 (2)

Top Stock Holdings (from trades)

Vulcan Materials CompanyVMC

$3M

All Assets (34)

Asset	Type	Owner	Value	Income
Bitcoin	Other	Self	N/A	None
Morgan Stanley Inst Liquid Assets Govt Sec Instl	Mutual Funds	Self	N/A	Interest
Medallia, Inc.	Retirement & Pension	Self	N/A	None
Micron Technology Inc.(MU)	Stocks	Self	N/A	Dividends
Upwork Inc.(UPWK)	Stocks	Self	N/A	None
Unity Software Inc.(U)	Stocks	Self	N/A	None
Dropbox Inc.(DBX)	Stocks	Self	N/A	None
BITF Tax Exempt Fund	Mutual Funds	Self	N/A	Interest
Polen Intl Growth Instl	Mutual Funds	Self	N/A	Dividends
BlackRock Global Allocation Instl Cls A	Mutual Funds	Self	N/A	Dividends
Access Venture Partners II LP	LLC / Partnership	Self	N/A	Partnership Income
Atlas Real Estate Fund IX LP	LLC / Partnership	Self	N/A	Partnership Income
Boulderado Co-Op Trust Boulder, CO, US	Other	Self	N/A	None
Cobalt DCI Investors LP	LLC / Partnership	Self	N/A	Partnership Income
Confluence Partners Property Value Fund	LLC / Partnership	Self	N/A	Partnership Income
Farallon Capital Offshore Investors II	LLC / Partnership	Self	N/A	Partnership Income
Farallon Capital Institutional Partners	LLC / Partnership	Self	N/A	Partnership Income
Foresite Capital Fund III LP	LLC / Partnership	Self	N/A	Partnership Income
Foundry Group Select Fund 2 LP	LLC / Partnership	Self	N/A	Partnership Income
Foundry Group VIII LP	LLC / Partnership	Self	N/A	Partnership Income
Galvanize LLC Denver, CO, US	LLC / Partnership	Self	N/A	None
JPMorgan Stanley Bank NA	Bank & Cash	Self	N/A	Interest
Roth IRA	Retirement & Pension	Self	N/A	Interest/Dividends
Union Square Ventures 2019 LP	LLC / Partnership	Self	N/A	Partnership Income
Wells Fargo Bank Checking Account	Bank & Cash	Self	N/A	Interest
Facebook Inc.(META)	Stocks	Self	N/A	None
Red Hat Inc. Convertible Promissory Note(RHT)	Other	Self	N/A	None
Uber Technologies Inc. Convertible Promissory Note(UBER)	Other	Self	N/A	None
Dropbox Inc.(DBX)	Stocks	Self	N/A	None
Twitter Inc.	Stocks	Self	N/A	None
Airbnb Inc.(ABNB)	Stocks	Self	N/A	None
Stripe Inc.	Other	Self	N/A	None
SpaceX	Other	Self	N/A	None
Tesla 2003 LLC	LLC / Partnership	Self	N/A	None

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Congressional Federal Credit Union, Washington, DC	credit card	$15,001 - $50,000	—	—
Merrill Lynch Mortgage Service Center, Mt. Laurel, NJ	mortgage	$1,000,001 - $5,000,000	—	—
Chase Bank USA, NA, Wilmington, DE	credit card	$15,001 - $50,000	—	—
FirstBank of Boulder, Boulder, CO	mortgage	$500,001 - $1,000,000	—	—

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

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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).