Jim McDermott
Jim McDermott Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 14, 2008. Includes 9 assets.
Est. Net Worth
$889K
2008 annual disclosure
Total Assets
$533K - $1.2M
9 assets
Total Liabilities
$0
0 liabilities
Total Trades
100
From PTR filings
Trade Volume
$2M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $889K |
| 2009 | $840K |
| 2010 | $558K |
| 2011 | $682K |
| 2012 | $391K |
| 2013 | -$34K |
Assets by Category
Retirement & Pension$599K (5)
Other$208K (2)
Mutual Funds$75K (1)
Bank & Cash$8K (1)
Top Stock Holdings (from trades)
All Assets (9)
| Asset | Value |
|---|---|
Carlyle Real Estate I, L.P. XIII | $1,001 - $15,000 |
Prevail Credit Union (formerly King County Credit Union) | $1,001 - $15,000 |
Smith Barney Citigroup Roth IRA | $250,001 - $500,000 |
Schwab P.S. 401(k) Retirement Plan | $100,001 - $250,000 |
State of Washington Deferred Compensation Program | $15,001 - $50,000 |
Stone & Youngberg (see attached - rollover from Hartford Life Companies) | $100,001 - $250,000 |
The Hartford Life Company (Transferred to Stone & Youngberg) | $15,001 - $50,000 |
The Vanguard Group | $50,001 - $100,000 |
TIAA/CREF (Not self directed) | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Consumer Defensive$33K
Financial Services$487K
Healthcare$8K
Consumer Cyclical$65K
Banking$290K
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).