John P. Sarbanes Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 14, 2008. Includes 23 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$799K

2008 annual disclosure

Total Assets

$456K - $1.2M

23 assets

Total Liabilities

$10K - $15K

1 liabilities

Total Trades

From PTR filings

Trade Volume

$632K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$799K
2009	$370K
2010	$700K
2011	$609K
2012	$108K
2013	$162K

Assets by Category

Mutual Funds$533K (11)

Other$148K (4)

Stocks$75K (1)

Bank & Cash$40K (5)

Retirement & Pension$16K (2)

Top Stock Holdings (from trades)

State Street SPDR S&P 500 ETF TrustSPY

$24K

All Assets (23)

Asset	Type	Owner	Value	Income
ING Direct	Bank & Cash	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Charles Schwab Alliance Bernstein Value Adv	Mutual Funds	Spouse	$100,001 - $250,000	None
Charles Schwab S&P 500	Mutual Funds	Spouse	$1 - $1,000	None
Charles Schwab PIMCO Total Return	Mutual Funds	Spouse	$50,001 - $100,000	None
Charles Schwab Barclays Global Investors LP 2020	Mutual Funds	Spouse	$1 - $1,000	None
ING Direct	Bank & Cash	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Maryland College Invmt Plan - L. Sarbanes	Other	DC	$1,001 - $15,000	Interest $201 - $1,000
Maryland College Investment Plan - N. Sarbanes	Other	DC	$15,001 - $50,000	Interest $2,501 - $5,000
Morgan Stanley Money Market Fund	Mutual Funds	Spouse	$50,000 - $100,000	Dividends $1 - $200
Maryland College Investment Plan - S. Sarbanes	Other	DC	$15,001 - $50,000	Interest $1,001 - $2,500
S. Sarbanes	Other	Joint	$50,000 - $100,000	Interest $1,001 - $2,500
Morgan Stanley American Cup	Mutual Funds	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Wild Oats Market Inc.(OATS)	Stocks	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Morgan Stanley American Growth Fund A	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Morgan Stanley American Washington Mutual A	Mutual Funds	Joint	$50,000 - $100,000	Dividends $201 - $1,000
Morgan Stanley Money Market Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Wachovia IRA	Retirement & Pension	Joint	$1,001 - $15,000	Interest $1 - $200
Wachovia Crown Banking	Bank & Cash	Joint	$1,001 - $15,000	None
Morgan Stanley Certificate of Deposit	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Baltimore County Savings Bank CD	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Nationwide Retirement Fiduciary Equity Index Fund	Mutual Funds	Spouse	$1,001 - $15,000	None
Nationwide Retirement Van Kampen Growth & Income Fund A	Mutual Funds	Spouse	$1,001 - $15,000	None
Baltimore County Employees Retirement System Baltimore County, MD, US	Retirement & Pension	Spouse	$1,001 - $15,000	Interest $1 - $200

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Chase Credit Card	credit card	$10,001 - $15,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$24K

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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).