Kathy Castor Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 60 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$2.7M

2013 annual disclosure

Total Assets

$1.6M - $3.8M

60 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$2.1M (34)

Bank & Cash$450K (7)

Stocks$157K (18)

LLC / Partnership$33K (1)

Top Stock Holdings (from trades)

Berkshire hathaway Inc. NewBRK.B

$422K

Bank of America StockBAC

$98K

All Assets (60)

Asset	Type	Owner	Value	Income
Alcoa(AA)	Stocks	Joint	$1 - $1,000	Dividends $1 - $200
AllianceBern / CCJ Brown Smidt LLC	LLC / Partnership	Spouse	$15,001 - $50,000	None
American Fund EuroPacific	Mutual Funds	Spouse	$15,001 - $50,000	None
American International Group(AIG)	Stocks	Joint	$1 - $1,000	None
AT&T(T)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
AT&T(T)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Bank of America Checking	Bank & Cash	Joint	$100,001 - $250,000	Interest $1 - $200
Bank of America Savings	Bank & Cash	Joint	$50,001 - $100,000	Interest $1 - $200
Bank of America Stock(BAC)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Boeing(BA)	Stocks	Joint	N/A	None
Coca-Cola Stock(KO)	Stocks	Joint	N/A	None
Columbia Acorn International	Mutual Funds	Spouse	$1,001 - $15,000	None
Columbia Acorn Z Fund	Mutual Funds	Spouse	$1,001 - $15,000	None
Dow Chemical Stock(DOW)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
E*Trade Financial Stock(ETFC)	Stocks	Joint	$1,001 - $15,000	None
E*Trade Savings	Bank & Cash	Joint	$1 - $1,000	Interest $1 - $200
Everbank Checking (formerly Bank of FL)	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Everbank Money Market (formerly Bank of FL)	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Everbank Savings (formerly Bank of FL)	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Franklin Equity Income	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Franklin Funds	Mutual Funds	Joint	$50,001 - $100,000	Capital Gains $201 - $1,000
Franklin Growth	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Franklin Income Fund - A	Mutual Funds	Joint	$250,001 - $500,000	Dividends $5,001 - $15,000
Franklin Rising Dividends	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Franklin Small Cap	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Franklin Utilities	Mutual Funds	Joint	$50,001 - $100,000	Dividends $1,001 - $2,500
General Electric(GE)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Home Depot(HD)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
ING Savings	Bank & Cash	Joint	$100,001 - $250,000	Interest $201 - $1,000
Intel(INTC)	Stocks	Joint	N/A	None
JP Morgan Chase Stock(JPM)	Stocks	Joint	N/A	None
Merck Stock(MRK)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Mutual Shares - Z	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Oppenheimer Developing Markets A Fund	Mutual Funds	Spouse	$15,001 - $50,000	None
Pfizer Stock(PFE)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
PIMCO Real Return Admin Fund	Mutual Funds	Spouse	N/A	None
Principal Global Investors Large Cap S&P 500 Index	Mutual Funds	Spouse	$250,001 - $500,000	None
Principal LargeCap Growth (formerly Principal Large Cap Growth)	Mutual Funds	Spouse	$15,001 - $50,000	None
Principal Life Time 2010 Sep Account	Mutual Funds	Spouse	N/A	None
Principal Life Time 2020 Sep Account	Mutual Funds	Spouse	$15,001 - $50,000	None
Principal Life Time 2030 Sep Separate Account	Mutual Funds	Spouse	$50,001 - $100,000	None
Principal Life Time 2040 Sep Account	Mutual Funds	Spouse	$15,001 - $50,000	None
Principal Life Time 2050 Sep Account	Mutual Funds	Spouse	$50,001 - $100,000	None
Principal Life Time Strategic Income	Mutual Funds	Spouse	N/A	None
Principal MidCap Blend Separate Account	Mutual Funds	Spouse	$50,001 - $100,000	None
Principal US Property Sep Acct	Mutual Funds	Spouse	$50,001 - $100,000	None
RidgeWorth Small Cap Value	Mutual Funds	Spouse	$1,001 - $15,000	None
T Rowe Price Blue Chip Growth	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1 - $200
T Rowe Price Diversified Small Cap Growth	Mutual Funds	Joint	$50,001 - $100,000	Dividends $1,001 - $2,500
T Rowe Price Equity Index	Mutual Funds	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Texas Instruments Stock(TXN)	Stocks	Joint	N/A	None
Vanguard 500 Index 529	Mutual Funds	DC	$50,001 - $100,000	None
Vanguard Age Based Growth	Mutual Funds	DC	$15,001 - $50,000	None
Vanguard Index 500	Mutual Funds	Joint	$50,001 - $100,000	Dividends $1,001 - $2,500
Vanguard Small Cap Index	Mutual Funds	DC	$15,001 - $50,000	None
Vanguard Total Intl Stock	Mutual Funds	DC	$50,001 - $100,000	None
Vanguard US Value Fund	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Windsor Fund	Mutual Funds	DC	$15,001 - $50,000	None
Verizon(VZ)	Stocks	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Verizon Stock(VZ)	Stocks	Joint	N/A	None

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).