Kathy Castor
Kathy Castor Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 14, 2012. Includes 64 assets.
Est. Net Worth
$1.7M
2012 annual disclosure
Total Assets
$808K - $2.7M
64 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$1.2M (38)
Stocks$246K (18)
Bank & Cash$240K (7)
LLC / Partnership$33K (1)
Top Stock Holdings (from trades)
All Assets (64)
| Asset | Value |
|---|---|
| $1 - $1,000 | |
Alliance Bernstein Small Cap Growth Fund | $1,001 - $15,000 |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Bank of America Checking | $50,001 - $250,000 |
Franklin Equity Income | $15,001 - $50,000 |
E*Trade Savings | $1 - $1,000 |
| $1 - $1,000 | |
| $15,001 - $50,000 | |
Columbia Acorn Z Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Butler, Pappas, Weihmuller, Katz & Craig | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Bank of Florida Savings | $15,001 - $50,000 |
Bank of Florida Savings | $1,001 - $15,000 |
Bank of Florida Checking | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Bank of America Savings | $1,001 - $15,000 |
Franklin Funds | $1,001 - $15,000 |
Franklin Growth | $15,001 - $50,000 |
Franklin Income Fund | $15,001 - $50,000 |
Franklin Money Fund | N/A |
Franklin Mutual Discovery Fund | N/A |
Franklin Rising Divid | $1,001 - $15,000 |
Franklin Small Cap | $15,001 - $50,000 |
Franklin Utilities | $15,001 - $50,000 |
| $5,001 - $15,000 | |
| $1,001 - $15,000 | |
ING Savings | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Mutual Shares | $1,001 - $15,000 |
| $1,001 - $15,000 | |
PIMCO Real Return Admin Fund | $50,001 - $100,000 |
Prin Global IS Cap Fund | N/A |
Principal LargeCap S&P 500 Index Separate Account | $100,001 - $250,000 |
Principal Life Time 2010 Sep Account | $15,001 - $50,000 |
Principal Life Time 2020 Sep Account | $15,001 - $50,000 |
Principal Life Time 2040 Sep Account | $15,001 - $50,000 |
Principal Life Time 2050 Sep Account | $50,001 - $100,000 |
Principal Life Time Strategic Separate Account | $15,001 - $50,000 |
Principal LifeTime 2030 Separate Account | $15,001 - $50,000 |
Principal Mid Cap Value | N/A |
Principal MidCap Blend Separate Account | $15,001 - $50,000 |
Principal US Property Sep Account | $100,001 - $250,000 |
T Rowe Price Blue Chip Growth | $15,001 - $50,000 |
T Rowe Price Diversified Small Cap Growth | $15,001 - $50,000 |
T Rowe Price Large Cap Growth | $15,001 - $50,000 |
T Rowe Price Money Market | N/A |
T Rowe Price Small Cap Stock | N/A |
T Rowe Price Equity Index | $15,001 - $50,000 |
Templeton Growth | N/A |
| $1,001 - $15,000 | |
Vanguard 500 Index 529 | $15,001 - $50,000 |
Vanguard Age Based Growth | $15,001 - $50,000 |
Vanguard Index 500 | $15,001 - $50,000 |
Vanguard Small Cap Index | $15,001 - $50,000 |
Vanguard Total Intl Stock | $15,001 - $50,000 |
Vanguard US Value Fund | $1,001 - $15,000 |
Vanguard Windsor Fund | $15,001 - $50,000 |
| $15,001 - $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).