Kay Granger

Kay Granger Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed August 2, 2012. Includes 29 assets and 3 liabilities.

Est. Net Worth
$1.1M
2012 annual disclosure
Total Assets
$950K - $2M
29 assets
Total Liabilities
$215K - $550K
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$825K (7)
Mutual Funds$250K (13)
Other$175K (1)
Bank & Cash$75K (1)
Retirement & Pension$75K (1)
Insurance$75K (1)
ETFs$0 (5)

Top Stock Holdings (from trades)

All Assets (29)

AssetValue
Jones Street Investment, Inc. (From Newby Management, LLC) – American Century Diversified Bond
$250,001 - $500,000
PIMCO Total Return Class D
N/A
PIMCO Real Return Class D
N/A
PIMCO Commodity Real Return Class D
N/A
PIMCO Constrained Bond Fund Class D
N/A
Rising Rates Opportunity Pro
N/A
Fidelity Cash Reserves
$50,001 - $100,000
PIMCO All Asset All Authority
N/A
PIMCO Small Cap Stock Plus TR CLD
N/A
American Century Equity Income
N/A
American Century Mid Cap Value (I Class)
N/A
Ultra Bear Pro Fund Investors Shares
N/A
First NASDAQ Composite Indextracking Stock
N/A
iShares TR S&P 500 Index FD
N/A
iShares TR S&P Smallcap 600 Index FD
N/A
iShares TR S&P Midcap 400 Index FD
N/A
Proshares TR Proshares Ultrashort S&P500
N/A
Proshares DB US DLR Index TR
N/A
Frost Bank
$50,001 - $100,000
4808 Washburn
Fort Worth, Texas, US
$50,001 - $100,000
1616 Kenley
Fort Worth, Texas, US
$50,001 - $100,000
4702 Washburn
Fort Worth, Texas, US
$50,001 - $100,000
4704 Washburn
Fort Worth, Texas, US
$50,001 - $100,000
4706 Washburn
Fort Worth, Texas, US
$50,001 - $100,000
4708 Washburn
Fort Worth, Texas, US
$50,001 - $100,000
Note Receivable for sale of Granger Insurance from Granger Group
Fort Worth, Texas, US
$100,001 - $250,000
Northwestern Mutual Retirement Fund (not self-directed)
$50,001 - $100,000
Northwestern Mutual Policy Fund (not self-directed)
$50,001 - $100,000
Charles Schwab Government Money Fund
$100,001 - $250,000

Liabilities (3)

CreditorTypeAmount
Liberty Bank, Fort Worth, Texasmortgage$100,001 - $250,000
Frost Bank, Fort Worth, Texasbusiness loan$15,001 - $50,000
Liberty Bank, Fort Worth, Texasother$100,001 - $250,000

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).