Kathy Castor
Kathy Castor Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 40 assets.
Est. Net Worth
$1.8M
2008 annual disclosure
Total Assets
$972K - $2.5M
40 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$1.3M (24)
LLC / Partnership$175K (1)
Bank & Cash$116K (3)
Stocks$90K (10)
Retirement & Pension$65K (2)
Top Stock Holdings (from trades)
All Assets (40)
| Asset | Value |
|---|---|
Vanguard Index 500 | $50,001 - $100,000 |
Templeton Growth Fund | $15,001 - $50,000 |
Janus Mercury Fund | $15,001 - $50,000 |
Janus Overseas Fund | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
Baron Asset Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Franklin Small Cap Stock Fund | $15,001 - $50,000 |
Franklin Rising Dividend | $50,001 - $100,000 |
Franklin Mutual Discovery Fund | $50,001 - $100,000 |
Dodge and Cox Stock Fund | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Ambac Lg Cap Val Svc (transferred in from American Century Value Inc) | $1,001 - $15,000 |
Alliance Bernstein Int'l Val-A Templeton Foreign Fund | $1,001 - $15,000 |
Pimco Total Return Fund A | $1,001 - $15,000 |
Wifa Small Cap Value Fund Z | $15,001 - $50,000 |
State St Equity 500 Index | $15,001 - $50,000 |
American Century Lg Cap Growth I | $50,001 - $100,000 |
American Century Lg Cap Value I | $15,001 - $50,000 |
Principal Global Investors Large Cap S&P 500 Index | $100,001 - $250,000 |
Fidelity Mid Cap Growth I | $15,001 - $50,000 |
MFS Mid Cap Growth I | $50,001 - $100,000 |
Principal Global Barrow Hanley Value Opportunities | $15,001 - $50,000 |
Principal Mid Cap S&P 400 Index | $50,001 - $100,000 |
Principal Divers Int'l | $100,001 - $250,000 |
Gift 529 Aggressive Growth Portfolio | $15,001 - $50,000 |
Gift 529 Aggressive Age Based (Option - Growth Portfolio) (Beneficiary and Aged Based 529 plan) | $15,001 - $50,000 |
T Rowe Price Blue Chip Growth (IRA) | $15,001 - $50,000 |
T Rowe Price Equity Index 500 (IRA) | $15,001 - $50,000 |
Bank of America Checking/Savings Account | $50,001 - $100,000 |
Bank of Florida Checking/Savings | $15,001 - $50,000 |
Etrade Checking/Savings | $1,001 - $15,000 |
Butler Pappas LLP | $100,001 - $250,000 |
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).