Kathy Castor
Kathy Castor Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 15, 2009. Includes 49 assets.
Est. Net Worth
$1.1M
2009 annual disclosure
Total Assets
$625K - $1.5M
49 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$625K (31)
LLC / Partnership$175K (1)
Bank & Cash$140K (3)
Stocks$83K (12)
Other$33K (1)
Retirement & Pension$0 (1)
Top Stock Holdings (from trades)
All Assets (49)
| Asset | Value |
|---|---|
Alliance Bernstein Int Val Id A | N/A |
Am Cent Lg Cap Val II | N/A |
Ambcn Lg Cap Val SVC | N/A |
American Century Lg Cap Growth II | N/A |
| $1 - $1,000 | |
Bank of America Checking / Savings | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Bank of Florida Checking / Savings | $15,001 - $50,000 |
Baron Asset | N/A |
Butler Pappas LLP | $100,001 - $250,000 |
| N/A | |
Dodge and Cox Stock Fund | N/A |
| $15,001 - $50,000 | |
| $1 - $1,000 | |
E*Trade Savings | $50,001 - $100,000 |
| $1 - $1,000 | |
Franklin Adjustable US Sec | $1,001 - $15,000 |
Franklin Mutual Discovery Fund | $1,001 - $15,000 |
| N/A | |
Franklin Rising Divid | $1 - $1,000 |
Franklin Small Cap | $1 - $1,000 |
Gift 529 Aggressive Age Based | $1 - $1,000 |
Hillsborough Fixed Account | $15,001 - $50,000 |
| N/A | |
| $1 - $1,000 | |
Jacobs Levy (name change from Leuthold Growth II) | N/A |
Janus Mercury | N/A |
Janus Overseas | N/A |
Mellon Equity Mid Cap | N/A |
Pimco Total Return Fund A S | N/A |
Prin Global Lg Cap St Index | $15,001 - $50,000 |
| N/A | |
Principal Global Barrow Int'l | N/A |
Principal Global Diversified | N/A |
Principal Money Market | $250,001 - $500,000 |
State St Equity 500 | N/A |
T. Rowe Price Blue Chip (IRA) | N/A |
T. Rowe Price Equity Index | $1 - $1,000 |
T. Rowe Price Money Market | $50,001 - $100,000 |
Templeton Growth | $1 - $1,000 |
| $1,001 - $15,000 | |
Vanguard 500 Index 529 | $1 - $1,000 |
Vanguard Admiral MM | N/A |
Vanguard Index 500 | $1,001 - $15,000 |
Vanguard Infl. Protected | $15,001 - $50,000 |
Vanguard Interest Accumulated | $15,001 - $50,000 |
Vanguard Total Inter Stock | $1 - $1,000 |
| $15,001 - $50,000 | |
WF/FA Small Cap Value Fund | $50,000 - $50,000 |
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).