Kathy Castor

Kathy Castor Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 35 assets.

Est. Net Worth
$949K
2010 annual disclosure
Total Assets
$534K - $1.4M
35 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
PeriodEst. 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$692K (22)
Bank & Cash$91K (3)
Stocks$91K (8)
LLC / Partnership$75K (1)
Other$0 (1)

Top Stock Holdings (from trades)

All Assets (35)

AssetValue
Alliance Bernstein Int Val Fd A
$50,001 - $100,000
$1 - $1,000
Bank of America Checking
$50,001 - $100,000
$1,001 - $15,000
Bank of Florida Savings
$1,001 - $15,000
Butler Papas, Weihmuller, Katz & Craig
$50,001 - $100,000
T Rowe Price Capital Appreciation
$15,001 - $50,000
Principal Money Market
$1,001 - $15,000
Prin Global Lg Cap St Idx
$50,001 - $100,000
$1,001 - $15,000
Hillsborough Fixed Account
N/A
Franklin Small Cap
$1,001 - $15,000
Franklin Rising Divid
$1,001 - $15,000
Franklin Mutual Discovery Fund
$1,001 - $15,000
Franklin Adjustable US Sec
N/A
Fidelity International I Sep
$50,001 - $100,000
$1 - $1,000
E*Trade Savings
$1,001 - $15,000
$1 - $1,000
$15,001 - $50,000
T Rowe Price GNMA
$15,001 - $50,000
T Rowe Price Inflation Protection Bond
$50,001 - $100,000
T Rowe Price Large Cap Growth
$50,001 - $100,000
T Rowe Price Small Cap Stock
$15,001 - $50,000
T. Rowe Price Equity Index
$15,001 - $50,000
T. Rowe Price Money Market
$1,001 - $15,000
Templeton Growth
$1,001 - $15,000
$1,001 - $15,000
Vanguard 500 Index 529
$1,001 - $15,000
Vanguard Aggressive Growth (formerly Gift 529 Aggressive Growth)
$1,001 - $15,000
Vanguard Index 500
$1,001 - $15,000
Vanguard Intl. Protected
$15,001 - $50,000
Vanguard Interest Accumulated
$15,001 - $50,000
Vanguard Total Intl Stock
$50,000 - $50,000
$15,001 - $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).