Jim Matheson
Jim Matheson Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 29 assets and 2 liabilities.
Est. Net Worth
$956K
2012 annual disclosure
Total Assets
$860K - $2.2M
29 assets
Total Liabilities
$350K - $750K
2 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$1M (24)
Real Estate$375K (1)
Bank & Cash$41K (2)
Stocks$41K (2)
Top Stock Holdings (from trades)
All Assets (29)
| Asset | Value |
|---|---|
AllianceBernstein Fund | $1,001 - $15,000 |
AllianceBernstein Fund | $1,001 - $15,000 |
Baron Capital Fund | $15,001 - $50,000 |
Baron Capital Fund | $15,001 - $50,000 |
Goldman Sachs Fund | $1,001 - $15,000 |
JPMorgan Fund | $1,001 - $15,000 |
BlackRock Allocation Fund | $15,001 - $50,000 |
BlackRock Allocation Fund | $15,001 - $50,000 |
American Funds AMCAP Allocation Fund | $1,001 - $15,000 |
Fidelity Funds Asset Manager 50% | $100,001 - $250,000 |
BlackRock Equity Dividend Fund | $50,001 - $100,000 |
Cash Reserves | $15,001 - $50,000 |
Fed Gov't Int'l Endown Fund 2035 | $50,001 - $100,000 |
Low Priced Stock Fund | $15,001 - $50,000 |
Spartan U.S. Equity Index Fund | $50,001 - $100,000 |
State Dividend Fund | $15,001 - $50,000 |
WIRAUG 2015 Fund | $15,001 - $50,000 |
Value Discovery Fund | $50,001 - $100,000 |
Vanguard | $100,001 - $250,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
TIAA CREF Fund | $50,001 - $100,000 |
Lifecycle 2035 | $15,001 - $50,000 |
Real Estate | $250,001 - $500,000 |
Vanguard Funds Emerging Markets | $1,001 - $15,000 |
Fidelity Large Cap Stock | $1,001 - $15,000 |
Fidelity Small Cap Stock | $1,001 - $15,000 |
Wasatch Micro Cap | $1 - $1,000 |
Zions Bank Checking Account | $1,001 - $15,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| US Bank | mortgage | $250,001 - $500,000 |
| Wells Fargo Home Mortgage | mortgage | $100,001 - $250,000 |
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).