Lamar Smith

Lamar Smith Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 16, 2011. Includes 156 assets and 1 liabilities.

Est. Net Worth
$4.6M
2011 annual disclosure
Total Assets
$2.7M - $6.8M
156 assets
Total Liabilities
$100K - $250K
1 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$3.2M (6)
Stocks$883K (134)
Mutual Funds$400K (5)
Bank & Cash$181K (5)
ETFs$57K (4)
Retirement & Pension$33K (1)
LLC / Partnership$8K (1)

Top Stock Holdings (from trades)

All Assets (156)

AssetValue
1/2 Life Use Interest in Preston Jackson Ranch
Marfa, TX, US
$250,001 - $500,000
1/3 Interest in 19 Warren Avenue
Barnstable, MA, US
$250,001 - $500,000
12 Stoneholm
Boston, MA 02115, US
$500,001 - $1,000,000
1211 Summit Rd
McLean, VA 22101, US
$500,001 - $1,000,000
3 Monticello Court
San Antonio, TX, US
$500,001 - $1,000,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Alpine Tax Optimized Inc FD IN CL
N/A
N/A
American Growth Fund
$50,001 - $100,000
$1,001 - $15,000
N/A
N/A
$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
N/A
$1,001 - $15,000
N/A
N/A
N/A
N/A
$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
$1,001 - $15,000
Colonial Pptys Tr Sh Ben Int
$1,001 - $15,000
Columbia Acorn Class A
$100,001 - $250,000
Congressional Federal Credit Union
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
N/A
$1,001 - $15,000
$1,001 - $15,000
Dodge & Cox Stock
$50,001 - $100,000
$1,001 - $15,000
$1,001 - $15,000
N/A
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
N/A
$1,001 - $15,000
N/A
$1,001 - $15,000
$1,001 - $15,000
N/A
Franklin Templeton - Franklin Templeton Retirement Plan Managed by Franklin Templeton
$15,001 - $50,000
N/A
$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
N/A
$1,001 - $15,000
$1,001 - $15,000
N/A
$1,001 - $15,000
N/A
N/A
$1,001 - $15,000
N/A
N/A
$1,001 - $15,000
ITALI UNIBANCO HOLDINGS S.A. ADR EACH
N/A
$1,001 - $15,000
N/A
$1,001 - $15,000
N/A
$1,001 - $15,000
N/A
Lago Vista Joint Venture
$1,001 - $15,000
N/A
N/A
Lot 18 Game Trail & Cotton County, CO
Cotton County, CO, US
$100,001 - $250,000
N/A
$1,001 - $15,000
N/A
$15,001 - $50,000
$15,001 - $50,000
N/A
$1,001 - $15,000
$1,001 - $15,000
N/A
$15,001 - $50,000
$1,001 - $15,000
ML Bank Deposit Program
$15,001 - $50,000
ML Bank Deposit Program
$50,001 - $100,000
ML Bank Deposit Program
$15,001 - $50,000
ML Bank Deposit Program
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
N/A
N/A
N/A
Nuveen NWQ Multicap
$50,001 - $100,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
N/A
N/A
$15,001 - $50,000
$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
$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
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
N/A
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
N/A
$1,001 - $15,000
N/A
$1,001 - $15,000
$1,001 - $15,000
N/A
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000

Liabilities (1)

CreditorTypeAmount
Chase Home Finance LLCmortgage$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 2011: Assets & Portfolio | Congress Stock Tracker