Jim Costa
Jim Costa Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 9 assets and 2 liabilities.
Est. Net Worth
$3.9M
2013 annual disclosure
Total Assets
$1.9M - $6.9M
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
| Period | Est. 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$4.1M (3)
Retirement & Pension$175K (1)
Stocks$108K (2)
Bank & Cash$16K (2)
Other$8K (1)
Top Stock Holdings (from trades)
All Assets (9)
| Asset | Value |
|---|---|
5705 S. Chateau Fresno, CA, US | $250,001 - $500,000 |
408 5th Street St. SE Washington, DC, US | $500,001 - $1,000,000 |
Congressional Federal Credit Union | $1,001 - $15,000 |
Costa Farms Fresno, CA, US | $1,000,001 - $5,000,000 |
Portugueses Fraternal Society of America | $1,001 - $15,000 |
Premier Valley Bank Stock | $50,001 - $100,000 |
Wachovia Securities 401K (not self-directed) | $100,001 - $250,000 |
Wells Fargo Bank | $1,001 - $15,000 |
| $15,001 - $50,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| United Security Bank | personal loan | $100,001 - $250,000 |
| The National Capital Bank | mortgage | $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).