Jim Costa

Jim Costa Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 10, 2012. Includes 9 assets and 2 liabilities.

Est. Net Worth
$15.8M
2012 annual disclosure
Total Assets
$5.9M - $26.9M
9 assets
Total Liabilities
$350K - $750K
2 liabilities
Total Trades
1
From PTR filings
Trade Volume
$8K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$3.2M
2009$3.1M
2010$5.9M
2011$750K
2011$17.9M
2012$15.8M
2013$3.9M

Assets by Category

Real Estate$16.1M (3)
Retirement & Pension$175K (1)
Stocks$65K (2)
Bank & Cash$16K (2)
Other$8K (1)

Top Stock Holdings (from trades)

All Assets (9)

AssetValue
1750 S. Chateau
Fresno, CA, US
$250,001 - $500,000
4085 5th Street S.E.
Washington, DC, US
$500,001 - $1,000,000
Congressional Federal Credit Union
$1,001 - $15,000
Some Farms
Fresno, CA, US
$5,000,001 - $25,000,000
Portuguese Fraternal Society of America
$1,001 - $15,000
Premier Valley Bank Stock
$15,001 - $50,000
Wachovia Securities 401K (not self directed)
$100,001 - $250,000
Wells Fargo Bank
$1,001 - $15,000
$15,001 - $50,000

Liabilities (2)

CreditorTypeAmount
United Security Bankpersonal loan$100,001 - $250,000
The National Capital Bankmortgage$250,001 - $500,000

Trading Sector Allocation (from PTR trades)

Financial Services$8K
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).