Lamar Smith

Lamar Smith Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed June 16, 2010. Includes 131 assets and 2 liabilities.

Est. Net Worth
$7.2M
2010 annual disclosure
Total Assets
$3.5M - $11.7M
131 assets
Total Liabilities
$200K - $500K
2 liabilities
Total Trades
3,174
From PTR filings
Trade Volume
$10.2M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$5M
2008$4.3M
2009$5.2M
2010$7.2M
2011$4.6M
2011$5.9M
2012$5.1M
2013$4.8M

Assets by Category

Real Estate$6M (7)
Stocks$865K (107)
Bank & Cash$268K (4)
Mutual Funds$248K (5)
LLC / Partnership$76K (2)
Gov. Securities$65K (2)
ETFs$49K (3)
Retirement & Pension$33K (1)

Top Stock Holdings (from trades)

All Assets (131)

AssetValue
1/2 life interest in surface and mineral interest one half of La Loba Ranch
Palmer, TX, US
$1,000,001 - $5,000,000
12 Stoneholm
Boston, MA, US
$250,001 - $500,000
Street, Town of Barnstable
Barnstable, MA, US
$500,001 - $1,000,000
1211 Summit Rd
McLean, VA 22101, US
$500,001 - $1,000,000
Antonio Levand Court
San Antonio, TX, US
$500,001 - $1,000,000
$1,001 - $15,000
425 Soledad Ltd
San Antonio, TX, US
$50,001 - $100,000
6800 Fleetwood Rd Unit 513
McLean, VA, US
$100,001 - $250,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Alpine Income Trust Tax Optimized
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
American Funds Growth Fund of America A
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Cash & Equivalents - Merrill Lynch
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
Columbia Acorn A
$50,001 - $100,000
$1,001 - $15,000
Congressional Federal Credit Union
$5,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Dodge & Cox Stock Fund
$50,001 - $100,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Franklin Templeton Retirement Plan (managed by Franklin Resources Inc)
$15,001 - $50,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Lago Vista Joint Venture (land sales in Bandera for Business Income)
Bandera, TX, US
$1 - $1,000
N/A
$1,001 - $15,000
Lufkin Technologies Corp
$1,001 - $15,000
Lot 18 Game Trail 4, Chaffee County, CO
Chaffee County, CO, US
$100,001 - $250,000
ORB Group Ord
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Nuveen NWQ Multi-Cap Value A
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Sovereign Bank
$100,001 - $250,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
N/A
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
United States Treasury Notes 3.500% 02/15/2018
$15,001 - $50,000
$1,001 - $15,000
U.S. Treasury Notes 4.250% 08/15/2015
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000

Liabilities (2)

CreditorTypeAmount
CHASE HOME FINANCE LLCmortgage$100,001 - $250,000
VIEWPOINT BANKmortgage$100,001 - $250,000

Trading Sector Allocation (from PTR trades)

Banking$40K
Consumer Cyclical$1.1M
Technology$1.7M
Consumer Defensive$552K
Healthcare$1M
Financial Services$954K
Real Estate$144K
Energy$456K
Industrials$1M
Wholesale Trade$16K
Communication Services$144K
Services$96K
Utilities$64K
Basic Materials$184K
Manufacturing$24K
Retail Trade$136K
Insurance$48K
Construction$8K
Transportation & UtilitiesN/A
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).
Lamar Smith Net Worth & Financial Disclosure 2010: Assets & Portfolio | Congress Stock Tracker