Jim Matheson Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 24 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$827K

2009 annual disclosure

Total Assets

$468K - $1.2M

24 assets

Total Liabilities

0 liabilities

Total Trades

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$570K (17)

Insurance$158K (3)

Stocks$83K (2)

Other$8K (1)

Bank & Cash$8K (1)

Top Stock Holdings (from trades)

Realty Income Corp (Common Stock)O

$33K

All Assets (24)

Asset	Type	Owner	Value	Income
Alpine Dynamic Dividend Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Baron Partners Mutual Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends, Capital Gains $201 - $1,000
Coin Collection	Other	Self	$1,001 - $15,000	None
Equitable Variable Life Insurance Mutual Fund: AXA Moderate Allocation	Insurance	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500
Equitable Variable Life Insurance Mutual Fund: AXA Moderate Plus Allocation	Insurance	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500
Equitable Variable Life Insurance Mutual Fund: Insurance Account	Insurance	Self	$1,001 - $15,000	Interest $1 - $200
Fidelity Asset Manager 50%	Mutual Funds	Self	$15,001 - $50,000	Dividends, Capital Gains $1,001 - $2,500
Fidelity Balanced Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500
Fidelity Cash Reserves	Mutual Funds	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Fidelity Export and Multinational Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital Gains $2,501 - $5,000
Fidelity Low Priced Stock Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends, Capital Gains $5,001 - $15,000
Fidelity Municipal Income Fund (Fidelity Spartan Muni Income Fund)	Mutual Funds	Self	N/A	Dividends, Capital Gains $201 - $1,000
Fidelity Spartan US Equity Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500
Fidelity UNIQUE 2015 Portfolio	Mutual Funds	Self	$50,001 - $100,000	None
Fidelity Value Discovery Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Gamini Stock	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Northeast Investors Trust	Mutual Funds	Self	$5,001 - $15,000	Dividends $1,001 - $2,500
Qualcomm Stock(QCOM)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
TIAA CREF Lifecycle 2035	Mutual Funds	Self	$15,001 - $50,000	None
TIAA CREF Real Estate	Mutual Funds	Self	$15,001 - $50,000	None
Vanguard Emerging Markets Index	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Small Cap Stock Index	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Wasatch Micro Cap Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
Zions Bank Checking Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200

Trading Sector Allocation (from PTR trades)

Real Estate$33K

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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).