Jim Matheson
Jim Matheson Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 15, 2009. Includes 24 assets.
Est. Net Worth
$827K
2009 annual disclosure
Total Assets
$468K - $1.2M
24 assets
Total Liabilities
$0
0 liabilities
Total Trades
38
From PTR filings
Trade Volume
$510K
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Mutual Funds$570K (17)
Insurance$158K (3)
Stocks$83K (2)
Other$8K (1)
Bank & Cash$8K (1)
Top Stock Holdings (from trades)
All Assets (24)
| Asset | Value |
|---|---|
Alpine Dynamic Dividend Fund | $1,001 - $15,000 |
Baron Partners Mutual Fund | $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).