Kathy Castor
Kathy Castor Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 60 assets.
Est. Net Worth
$2.7M
2013 annual disclosure
Total Assets
$1.6M - $3.8M
60 assets
Total Liabilities
$0
0 liabilities
Total Trades
207
From PTR filings
Trade Volume
$5.4M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.8M |
| 2009 | $1.1M |
| 2010 | $949K |
| 2011 | $1.2M |
| 2011 | $1.1M |
| 2012 | $1.7M |
| 2013 | $2.7M |
Assets by Category
Mutual Funds$2.1M (34)
Bank & Cash$450K (7)
Stocks$157K (18)
LLC / Partnership$33K (1)
Top Stock Holdings (from trades)
All Assets (60)
| Asset | Value |
|---|---|
| $1 - $1,000 | |
AllianceBern / CCJ Brown Smidt LLC | $15,001 - $50,000 |
American Fund EuroPacific | $15,001 - $50,000 |
| $1 - $1,000 | |
| N/A | |
| $15,001 - $50,000 | |
Bank of America Checking | $100,001 - $250,000 |
Bank of America Savings | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| N/A | |
| N/A | |
Columbia Acorn International | $1,001 - $15,000 |
Columbia Acorn Z Fund | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
E*Trade Savings | $1 - $1,000 |
Everbank Checking (formerly Bank of FL) | $1,001 - $15,000 |
Everbank Money Market (formerly Bank of FL) | $1,001 - $15,000 |
Everbank Savings (formerly Bank of FL) | $1,001 - $15,000 |
Franklin Equity Income | $15,001 - $50,000 |
Franklin Funds | $50,001 - $100,000 |
Franklin Growth | $15,001 - $50,000 |
Franklin Income Fund - A | $250,001 - $500,000 |
Franklin Rising Dividends | $15,001 - $50,000 |
Franklin Small Cap | $15,001 - $50,000 |
Franklin Utilities | $50,001 - $100,000 |
| N/A | |
| N/A | |
ING Savings | $100,001 - $250,000 |
| N/A | |
| N/A | |
| N/A | |
Mutual Shares - Z | $15,001 - $50,000 |
Oppenheimer Developing Markets A Fund | $15,001 - $50,000 |
| N/A | |
PIMCO Real Return Admin Fund | N/A |
Principal Global Investors Large Cap S&P 500 Index | $250,001 - $500,000 |
Principal LargeCap Growth (formerly Principal Large Cap Growth) | $15,001 - $50,000 |
Principal Life Time 2010 Sep Account | N/A |
Principal Life Time 2020 Sep Account | $15,001 - $50,000 |
Principal Life Time 2030 Sep Separate Account | $50,001 - $100,000 |
Principal Life Time 2040 Sep Account | $15,001 - $50,000 |
Principal Life Time 2050 Sep Account | $50,001 - $100,000 |
Principal Life Time Strategic Income | N/A |
Principal MidCap Blend Separate Account | $50,001 - $100,000 |
Principal US Property Sep Acct | $50,001 - $100,000 |
RidgeWorth Small Cap Value | $1,001 - $15,000 |
T Rowe Price Blue Chip Growth | $15,001 - $50,000 |
T Rowe Price Diversified Small Cap Growth | $50,001 - $100,000 |
T Rowe Price Equity Index | $50,001 - $100,000 |
| N/A | |
Vanguard 500 Index 529 | $50,001 - $100,000 |
Vanguard Age Based Growth | $15,001 - $50,000 |
Vanguard Index 500 | $50,001 - $100,000 |
Vanguard Small Cap Index | $15,001 - $50,000 |
Vanguard Total Intl Stock | $50,001 - $100,000 |
Vanguard US Value Fund | $15,001 - $50,000 |
Vanguard Windsor Fund | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| N/A |
Trading Sector Allocation (from PTR trades)
Communication Services$317K
Industrials$185K
Healthcare$48K
Banking$138K
Technology$81K
Financial Services$161K
Consumer Cyclical$24K
Manufacturing$33K
Basic Materials$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).