Kay Granger

Kay Granger Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed June 24, 2009. Includes 19 assets and 3 liabilities.

Est. Net Worth
$915K
2009 annual disclosure
Total Assets
$894K - $2.1M
19 assets
Total Liabilities
$360K - $765K
3 liabilities
Total Trades
85
From PTR filings
Trade Volume
$1.3M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$790K
2009$915K
2010$3.7M
2011$673K
2011$548K
2012$1.1M
2013$1.1M

Assets by Category

LLC / Partnership$1.1M (2)
Other$175K (1)
Mutual Funds$104K (13)
Bank & Cash$33K (1)
Retirement & Pension$33K (1)
Stocks$8K (1)

Top Stock Holdings (from trades)

All Assets (19)

AssetValue
Frost Bank
Fort Worth, TX, US
$15,001 - $50,000
Commercial Real Estate Management, LLP
$250,001 - $500,000
Jones Street Investments, Inc
Fort Worth, TX 76104, US
$500,001 - $1,000,000
Northern Mutual Retirement Fund
$15,001 - $50,000
Davis New York Venture (Retirement)
$1,001 - $15,000
Dreyfus Midcap Index Fund (Retirement)
$1,001 - $15,000
American Funds Investment Company of America (Retirement)
$1,001 - $15,000
Lord Abbett Development (Retirement)
$1,001 - $15,000
American Funds International Equity Fund (Retirement)
$1,001 - $15,000
Invesco Equity and Income Fund (Retirement)
$1,001 - $15,000
American Funds Capital World Growth and Income Fund (Retirement)
$1,001 - $15,000
White Oak Growth Stock Fund (Retirement)
$1,001 - $15,000
Calvert Equity Trust (Retirement)
$1,001 - $15,000
Oppenheimer International Value Fund (Retirement)
$1,001 - $15,000
Oppenheimer Real Asset Fund (Retirement)
$1,001 - $15,000
Anthracite Capital (Retirement)
$1,001 - $15,000
Penngrowth Trust (Retirement)
$1,001 - $15,000
$1,001 - $15,000
Note from sale of G&R Insurance Agency to Higginbotham Insurance Agency
Fort Worth, TX, US
$100,001 - $250,000

Liabilities (3)

CreditorTypeAmount
Liberty Bank, Liberty, TXbusiness loan$250,001 - $500,000
Frost Bank, Liberty, TXmortgage$100,001 - $250,000
Advantage and Citibank Mastercardcredit card$10,001 - $15,000

Trading Sector Allocation (from PTR trades)

Financial Services$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).
Kay Granger Net Worth & Financial Disclosure 2009: Assets & Portfolio | Congress Stock Tracker