JOE SESTAK
JOE SESTAK Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 10, 2010. Includes 63 assets.
Est. Net Worth
$3M
2010 annual disclosure
Total Assets
$1.7M - $4.2M
63 assets
Total Liabilities
$0
0 liabilities
Total Trades
17
From PTR filings
Trade Volume
$72K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $2M |
| 2009 | $1.5M |
| 2010 | $3M |
| 2010 | $2M |
Assets by Category
Retirement & Pension$1.2M (4)
Mutual Funds$841K (9)
Bank & Cash$456K (6)
Stocks$387K (42)
ETFs$33K (1)
Gov. Securities$33K (1)
Top Stock Holdings (from trades)
All Assets (63)
| Asset | Value |
|---|---|
| $1 - $1,000 | |
Common Stock (acquired by Adams Pharmaceuticals Corp April 2009) | N/A |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1 - $1,000 | |
Ameritrade Money Market | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
Bank of America Checking Account | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
Couragean Corporation (merged with Celldex Therapeutics in stock exchange) | N/A |
Cellex Therapeutics, Inc. Common Stock (acquired in merger with Curagen Corporation) | $1 - $1,000 |
| $15,001 - $50,000 | |
E-Trade Bank Russell 2000 Index Fund | N/A |
E-Trade Bank International Index Fund | N/A |
E-Trade Bank S&P 500 Index Fund | N/A |
E-Trade Bank Complete Savings Account | $15,001 - $50,000 |
E-Trade Securities Cash Account (Trust Money Market) | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Horman Enterprises Inc. Common Stock | $1,001 - $15,000 |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $15,001 - $50,000 | |
Navy Federal Credit Union, IRA Share Account (Traditional IRA) | $15,001 - $50,000 |
Navy Federal Credit Union Money Market and Savings Account | $100,001 - $250,000 |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
Pentagon Savings and Loan Savings Account and CDs | $100,001 - $250,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Putnam Growth and Income Mutual Funds | $100,001 - $250,000 |
Putnam Growth and Income Funds, NAV Mutual Funds | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
Tallman Stock | $1 - $1,000 |
| $1,001 - $15,000 | |
TIAA-CREF Equity Fund | $50,001 - $100,000 |
CREF Global Equity Variable | $100,001 - $250,000 |
TIAA-CREF Stock | $250,001 - $500,000 |
Variable Annuity | $500,001 - $1,000,000 |
TIAA-CREF IRA Traditional Fixed Income Annuity | $250,001 - $500,000 |
TIAA-CREF - CREF Growth Variable Annuity | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Turnstone Systems Inc., Common Stock (final liquidation) | N/A |
U.S. Savings Bond, CRZ | $15,001 - $50,000 |
USAA Tax Exempt Money Market Funds | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Banking$8K
Consumer Cyclical$16K
Financial ServicesN/A
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).