JOE BACA Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 4 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$800K

2012 annual disclosure

Total Assets

$500K - $1.1M

4 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

Mutual Funds$375K (1)

Retirement & Pension$350K (2)

Stocks$75K (1)

All Assets (4)

Asset	Type	Owner	Value	Income
Stifelman - Stock	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
CA PERS Retirement	Retirement & Pension	Self	$100,001 - $250,000	Interest $1,001 - $2,500
CA PERS Retirement	Retirement & Pension	Self	$100,001 - $250,000	Interest $1,001 - $2,500
American Funds (Retirement)	Mutual Funds	Self	$250,001 - $500,000	Capital Gains $15,001 - $50,000

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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).