Jim Matheson
Jim Matheson Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 21 assets.
Est. Net Worth
$1.1M
2008 annual disclosure
Total Assets
$632K - $1.6M
21 assets
Total Liabilities
$0
0 liabilities
Total Trades
69
From PTR filings
Trade Volume
$874K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.1M |
| 2009 | $827K |
| 2010 | $967K |
| 2011 | $1.1M |
| 2011 | $1M |
| 2012 | $956K |
| 2013 | -$21K |
Assets by Category
Mutual Funds$978K (18)
Stocks$108K (2)
Bank & Cash$8K (1)
Top Stock Holdings (from trades)
All Assets (21)
| Asset | Value |
|---|---|
Fidelity Balanced Fund | $15,001 - $50,000 |
Fidelity Cash Reserves | $50,001 - $100,000 |
Fidelity Export and Multinational Fund | $50,001 - $100,000 |
Fidelity Freedom Fund 2035 | $100,001 - $250,000 |
Fidelity Low Priced Stock Fund | $15,001 - $50,000 |
Fidelity Municipal Income Fund (formerly Spartan Muni Income Fund) | $1,001 - $15,000 |
Fidelity Spartan US Equity Fund | $50,001 - $100,000 |
Fidelity UNIQUE 2015 Portfolio | $100,001 - $250,000 |
Fidelity Value Discovery Fund | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Northeast Investors Trust | $1,001 - $15,000 |
| $50,001 - $100,000 | |
T. Rowe Price Small Cap Stock Fund | $1,001 - $15,000 |
TIAA CREF Lifecycle 2035 | $50,001 - $100,000 |
TIAA CREF Real Estate | $15,001 - $50,000 |
Vanguard Emerging Markets Index | $50,001 - $100,000 |
Vanguard Small Cap Stock Index | $15,001 - $50,000 |
Vanguard Total Stock Market Index | $1,001 - $15,000 |
Vanguard Wellesley Income Fund | $1,001 - $15,000 |
Wasatch Micro Cap Fund | $50,001 - $100,000 |
Zions Bank Checking Account | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Real Estate$33K
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).