JIM GERLACH

JIM GERLACH Net Worth & Financial Disclosure

house

Annual financial disclosure for 2010, filed July 30, 2010. Includes 7 assets.

Est. Net Worth
$154K
2010 annual disclosure
Total Assets
$63K - $245K
7 assets
Total Liabilities
$0
0 liabilities
Total Trades
0
From PTR filings
Trade Volume
N/A
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$116K
2009$183K
2010$154K
2011$221K
2012$9K
2013$34K

Assets by Category

Mutual Funds$98K (3)
Bank & Cash$33K (1)
Retirement & Pension$24K (3)

All Assets (7)

AssetValue
Congressional Federal Credit Union
$15,001 - $50,000
State Deferred Compensation Plan - Balanced Tactical Fund
$1,001 - $15,000
State Deferred Compensation Program - Extended Market Fund
$1,001 - $15,000
State Deferred Compensation Program - State Index Fund
$1,001 - $15,000
Vanguard 500 Index Fund
$15,001 - $50,000
Vanguard Balanced Index Fund
$15,001 - $50,000
Vanguard LifeStrategy Moderate Growth
$15,001 - $50,000
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).