John P. Sarbanes

John P. Sarbanes Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 13, 2011. Includes 18 assets.

Est. Net Worth
$609K
2011 annual disclosure
Total Assets
$323K - $895K
18 assets
Total Liabilities
$0
0 liabilities
Total Trades
12
From PTR filings
Trade Volume
$632K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$799K
2009$370K
2010$700K
2011$609K
2012$108K
2013$162K

Assets by Category

Mutual Funds$388K (9)
Bank & Cash$116K (4)
Other$65K (3)
Retirement & Pension$41K (2)

Top Stock Holdings (from trades)

All Assets (18)

AssetValue
Baltimore County Savings Bank
N/A
Charles Schwab Alliance Bernstein Value Adv.
N/A
Charles Schwab Dodge & Cox Stock
$100,001 - $250,000
Charles Schwab Pimco Total Return Instl
$50,001 - $100,000
Citibank
$1,001 - $15,000
ING Direct
$15,001 - $50,000
Maryland College Investment Plan
N/A
Maryland College Investment Plan
$15,001 - $50,000
Maryland College Investment Plan
$15,001 - $50,000
Morgan Stanley American Cap World Growth & Income
$15,001 - $50,000
Morgan Stanley American Mutual
$15,001 - $50,000
Morgan Stanley Growth Fund of America
$15,001 - $50,000
Morgan Stanley Money Market Fund
N/A
Nationwide Retirement Fid Equity Income Fund
$1,001 - $15,000
Neuberger Berman Partners Growth & Inc. Cl A
$15,001 - $50,000
Vanguard Traditional IRA Tgt Rtrn 2030
$15,001 - $50,000
Wachovia Crown Banking
$50,001 - $100,000
Wachovia IRA (Certificate of Deposit)
$1,001 - $15,000

Trading Sector Allocation (from PTR trades)

Financial Services$24K
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).
John P. Sarbanes Net Worth & Financial Disclosure 2011: Assets & Portfolio | Congress Stock Tracker