Jason Chaffetz

Jason Chaffetz Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 13, 2009. Includes 17 assets and 1 liabilities.

Est. Net Worth
$496K
2009 annual disclosure
Total Assets
$526K - $1.2M
17 assets
Total Liabilities
$250K - $500K
1 liabilities
Total Trades
3
From PTR filings
Trade Volume
$391K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2009$496K
2010$553K
2011$538K
2012$905K
2013$798K

Assets by Category

Real Estate$783K (2)
Mutual Funds$40K (6)
Bank & Cash$33K (5)
Stocks$8K (1)
Retirement & Pension$8K (1)
LLC / Partnership$0 (2)

Top Stock Holdings (from trades)

All Assets (17)

AssetValue
Delta Petroleum
$1,001 - $15,000
Evergreen Allocation Equity TR Asset Fd Class B
$1,001 - $15,000
TCW Small Cap Appreciation Fd Class B
$1,001 - $15,000
Marriott Vacation Club
$15,001 - $50,000
Maxtera Utah, Inc.
Alpine, UT, US
N/A
m investments and marketing management
N/A
MFS Ser Tr Intl Mtl Fund
N/A
Personal Residence
Alpine, UT, US
$500,001 - $1,000,000
The Investment Company of America - Class 529B
$1,001 - $15,000
The Investment Company of America - Class 529B
$1,001 - $15,000
The Investment Company of America - Class 529B
$1,001 - $15,000
Utah State Retirement - Long Horizon
$1,001 - $15,000
Wasatch Securities Money Market
$1 - $1,000
Wells Fargo
Alpine, UT, US
$1,001 - $15,000
Zions Bank
Alpine, UT, US
$1,001 - $15,000
Zions Bank
Alpine, UT, US
$1,001 - $15,000
Zions Bank
Alpine, UT, US
$1,001 - $15,000

Liabilities (1)

CreditorTypeAmount
National City Mortgage, Dayton, OHmortgage$250,001 - $500,000
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).
Jason Chaffetz Net Worth & Financial Disclosure 2009: Assets & Portfolio | Congress Stock Tracker