John P. Sarbanes Net Worth & Financial Disclosure

house

Annual financial disclosure for 2010, filed May 14, 2010. Includes 17 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$700K

2010 annual disclosure

Total Assets

$375K - $1M

17 assets

Total Liabilities

0 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$306K (7)

Retirement & Pension$248K (4)

Bank & Cash$138K (5)

Other$8K (1)

Top Stock Holdings (from trades)

State Street SPDR S&P 500 ETF TrustSPY

$24K

All Assets (17)

Asset	Type	Owner	Value	Income
Baltimore County Savings Bank	Bank & Cash	DC	$1,001 - $15,000	INTEREST $1 - $200
Charles Schwab	Bank & Cash	Self	$15,001 - $50,000	DIVIDENDS $1,001 - $2,500
Charles Schwab IRA	Retirement & Pension	Self	$100,001 - $250,000	DIVIDENDS $2,501 - $5,000
Charles Schwab Pnco Total Return Instl	Mutual Funds	Self	$50,001 - $100,000	DIVIDENDS $2,501 - $5,000
Citibank	Bank & Cash	DC	$15,001 - $50,000	INTEREST $1 - $200
ING Direct	Bank & Cash	Joint	$15,001 - $50,000	INTEREST $201 - $1,000
MD College investment plan	Other	DC	$1,001 - $15,000	None
MD College Investment Plan	Retirement & Pension	DC	$15,001 - $50,000	None
MD College Investment Plan	Retirement & Pension	DC	$15,001 - $50,000	None
Morgan Stanley American Cap World Growth & Income	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Morgan Stanley American Growth Fund of America	Mutual Funds	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Morgan Stanley Growth Fund of America	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1 - $200
Morgan Stanley Money Market Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1 - $200
Nationwide Retirement Fund S&P 500 Index	Mutual Funds	Spouse	$1,001 - $15,000	None
Nationwide Retirement Yacktman Growth & Inc. Fund A	Mutual Funds	Spouse	$1,001 - $15,000	None
Wachovia Crown Banking	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
Wachovia IRA (Certificate of Deposit)	Retirement & Pension	Spouse	$1,001 - $15,000	Interest $1 - $200

Trading Sector Allocation (from PTR trades)

Financial Services$24K

John P. Sarbanes trades Wealthiest members Most active traders MD delegation Articles

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).