Jim McDermott

Jim McDermott Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 14, 2009. Includes 10 assets.

Est. Net Worth
$840K
2009 annual disclosure
Total Assets
$469K - $1.2M
10 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
PeriodEst. net worth
2008$889K
2009$840K
2010$558K
2011$682K
2012$391K
2013-$34K

All Assets (10)

AssetValue
Carnegie Real Estate L.P. XIII
$1,001 - $15,000
ING Direct
$15,001 - $50,000
Prevail Credit Union
$1,001 - $15,000
Smith Barney Citigroup (see attached) (also see footnote attributionary IRA distribution)
$100,001 - $250,000
Soha & Lang, L.P. 401(K) Rollover acct, directed/rolled over to Vanguard VFTC - Cust IRA Rollover
$100,001 - $250,000
State of Washington Deferred Compensation Program (not self directed)
$1,001 - $15,000
Stone & Youngberg (see attached)
$100,001 - $250,000
Thornburg Group (VFTC-Custodian IRA) (includes P.S. 401 K Retirement Plan) (not self directed)
$100,001 - $250,000
TIAA/CREF (not self directed)
$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).
Jim McDermott Net Worth & Financial Disclosure 2009: Assets & Portfolio | Congress Stock Tracker