John B. Larson
John B. Larson Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 45 assets and 3 liabilities.
Est. Net Worth
-$327K
2013 annual disclosure
Total Assets
$69K - $526K
45 assets
Total Liabilities
$400K - $850K
3 liabilities
Total Trades
225
From PTR filings
Trade Volume
$2.7M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $223K |
| 2009 | $216K |
| 2010 | $248K |
| 2011 | $180K |
| 2012 | $6K |
| 2013 | -$327K |
Assets by Category
Stocks$225K (22)
Mutual Funds$39K (14)
Retirement & Pension$25K (6)
Bank & Cash$9K (3)
Top Stock Holdings (from trades)
All Assets (45)
| Asset | Value |
|---|---|
AEROMED LTD PROFIT SHARING PLAN (rolled over to Standard & Poor's 500 Index Fund - Vanguard Target Retirement 2025 Fund (ETF)) | N/A |
American Eagle F.C.U. | $1 - $1,000 |
FIDELITY INVESTMENTS INSTITUTIONAL IRA | N/A |
Fidelity Freedom 2025 Fund (FIF) | $15,001 - $50,000 |
Bank of America Corporate SEP | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Fidelity Cash Reserves | $1 - $1,000 |
Fidelity US Treasury Money Market | $1 - $1,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Congressional Federal Credit Union | $1 - $1,000 |
Bank of America Checking Account | $1,001 - $15,000 |
Bank of America IRA CD - Cash | $1,001 - $15,000 |
Bank of America IRA CD - Cash | $1,001 - $15,000 |
State of CT 457 Retirement Fund Connecticut, US | $1 - $1,000 |
PIMCO Total Return Fund Inst | $1 - $1,000 |
Vanguard Total Bond Mkt Ind F Inst | $1 - $1,000 |
Putnam Intl Prt Securities Fd Inst | $1 - $1,000 |
Hartford Capital Apprec HLS Fd I | $1 - $1,000 |
Fidelity VIP Contrafund Port | $1 - $1,000 |
Vanguard Inst Index Fd Inst Pl | $1 - $1,000 |
American Funds Amer Mutual Fund F1 | $1 - $1,000 |
JPMorgan Mid Cap Value Fund I | $1 - $1,000 |
Vanguard Explorer Fund Adm | $1 - $1,000 |
Vanguard REIT Index Fund Inst | $1 - $1,000 |
American Funds EuroPacific R6 | $1 - $1,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| American Eagle FCU, Enfield, N.J. | mortgage | $250,001 - $500,000 |
| CitiMortgage, Sioux Falls, S.D. | mortgage | $100,001 - $250,000 |
| Bank of America, Greensboro, N.C. | other | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Energy$234K
Technology$338K
Utilities$40K
Consumer Cyclical$274K
Services$32K
Basic Materials$81K
Financial Services$283K
Industrials$208K
Healthcare$241K
Consumer Defensive$169K
Communication Services$253K
Real Estate$89K
Manufacturing$40K
Banking$8K
Transportation & Utilities$8K
Insurance$8K
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).