JIM GERLACH
JIM GERLACH Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 7 assets and 2 liabilities.
Est. Net Worth
$34K
2013 annual disclosure
Total Assets
$112K - $330K
7 assets
Total Liabilities
$110K - $265K
2 liabilities
Total Trades
0
From PTR filings
Trade Volume
N/A
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $116K |
| 2009 | $183K |
| 2010 | $154K |
| 2011 | $221K |
| 2012 | $9K |
| 2013 | $34K |
Assets by Category
Mutual Funds$140K (3)
Retirement & Pension$49K (3)
Bank & Cash$33K (1)
All Assets (7)
| Asset | Value |
|---|---|
Congressional Federal Credit Union | $15,001 - $50,000 |
State Deferred Compensation Fund - Enhanced Tactical Fund | $1,001 - $15,000 |
State Deferred Compensation Fund - Extended Market Fund | $1,001 - $15,000 |
State Deferred Compensation Program - State Index Fund | $15,001 - $50,000 |
Vanguard 500 Index Fund | $15,001 - $50,000 |
Vanguard Balanced Index Fund | $50,001 - $100,000 |
Vanguard Life Strategy Moderate Growth | $15,001 - $50,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Citadel Federal Credit Union | mortgage | $100,001 - $250,000 |
| Wright Patman Congressional Federal Credit Union | other | $10,001 - $15,000 |
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).