Kathy Castor Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 16, 2011. Includes 35 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$1.2M

2011 annual disclosure

Total Assets

$588K - $1.7M

35 assets

Total Liabilities

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$660K (18)

Bank & Cash$248K (7)

Stocks$173K (9)

LLC / Partnership$75K (1)

Top Stock Holdings (from trades)

Berkshire hathaway Inc. NewBRK.B

$422K

Bank of America StockBAC

$98K

All Assets (35)

Asset	Type	Owner	Value	Income
Alliance Bernstein Int'l Val fd A	Mutual Funds	Joint	$1,001 - $15,000	None
American Century Cap Growth	Mutual Funds	Joint	$100,001 - $250,000	None
American International Group(AIG)	Stocks	Joint	$1 - $1,000	None
Bank of America Checking	Bank & Cash	Joint	$100,001 - $250,000	Interest $1 - $200
Bank of America Savings	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Bank of America Stock(BAC)	Stocks	Joint	$15,001 - $50,000	Dividends $1 - $200
Bank of Florida Checking	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Bank of Florida Savings	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Bank of Florida Savings	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Butler, Pappas, Weihmuller, Katz & Craig	LLC / Partnership	Spouse	$50,001 - $100,000	None
Dow Chemical Stock(DOW)	Stocks	Joint	$50,001 - $100,000	Dividends $201 - $1,000
E*Trade Financial Stock(ETFC)	Stocks	Joint	$1,001 - $15,000	None
E*Trade Savings	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
FairPoint Communications(FRP)	Stocks	Joint	$1 - $1,000	None
Fidelity International Sep	Mutual Funds	Spouse	$1,001 - $15,000	None
Franklin Mutual Discovery Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Franklin Rising Divid	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Franklin Small Cap	Mutual Funds	Joint	$1,001 - $15,000	None
General Electric(GE)	Stocks	Joint	$1,001 - $15,000	None
ING Savings	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
Intel(INTC)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Pim Global IG Cap St Indx	Mutual Funds	Spouse	$1,001 - $15,000	None
Principal Mid Cap Value	Mutual Funds	Spouse	$100,001 - $250,000	None
T Rowe Price Large Cap Growth	Mutual Funds	Spouse	$15,001 - $50,000	None
T Rowe Price Small Cap Stock	Mutual Funds	Spouse	$15,001 - $50,000	None
T Rowe Price Equity Index	Mutual Funds	Joint	$50,001 - $100,000	None
Templeton Growth	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Texas Instruments Stock(TXN)	Stocks	Joint	$1,001 - $15,000	None
Vanguard 500 Index 529	Mutual Funds	DC	$1 - $1,000	None
Vanguard Age Based Growth	Mutual Funds	DC	$1,001 - $15,000	None
Vanguard Index 500	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Vanguard Small Cap Index	Mutual Funds	DC	$15,001 - $50,000	None
Vanguard Total Int'l Stock	Mutual Funds	DC	$15,001 - $50,000	None
Vanguard Windsor Fund	Mutual Funds	DC	$15,001 - $50,000	None
Verizon Stock(VZ)	Stocks	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500

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

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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).