Leonard Lance
Leonard Lance Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed August 14, 2013. Includes 72 assets.
Est. Net Worth
$5.5M
2013 annual disclosure
Total Assets
$3.3M - $7.7M
72 assets
Total Liabilities
$0
0 liabilities
Total Trades
18
From PTR filings
Trade Volume
$759K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2009 | $4.3M |
| 2009 | $633K |
| 2010 | $4.4M |
| 2010 | $3.6M |
| 2011 | $2.3M |
| 2011 | $5.6M |
| 2012 | $5.2M |
| 2013 | $5.5M |
Assets by Category
Mutual Funds$1.9M (43)
Bank & Cash$1.2M (6)
Other$833K (5)
Retirement & Pension$800K (4)
Stocks$438K (12)
Real Estate$250K (2)
Top Stock Holdings (from trades)
All Assets (72)
| Asset | Value |
|---|---|
American Funds Retirement | $100,001 - $250,000 |
Bank of America | $5,001 - $15,000 |
Bank of America Checking | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Bank of America MMA | $1,001 - $15,000 |
Estate of Adele Rohrbach | $100,001 - $250,000 |
Estate of Mae Anderson | $100,001 - $250,000 |
Estate of Wesley Lance | $250,001 - $500,000 |
| $50,001 - $100,000 | |
John Hancock Venture Annuity | $50,001 - $100,000 |
JP Morgan Chase 401K/Retirement Plan | $100,001 - $250,000 |
JP Morgan Retirement Plan | $250,001 - $500,000 |
Office Building, 36 Center St, Clinton NJ - 50% ownership Clinton, NJ, US | $100,001 - $250,000 |
Scottrade MMA | $50,001 - $100,000 |
UBS Financial Services - See detail | $500,001 - $1,000,000 |
Vanguard IRAs - see detail | $50,001 - $100,000 |
Vanguard ROTH IRA - see detail | $100,001 - $250,000 |
American Funds Euro Pacific Growth | $15,001 - $50,000 |
American Funds Fundamental Investors | $15,001 - $50,000 |
American Funds Growth Fund of America | $15,001 - $50,000 |
American Funds Washington Mutual Investors | $15,001 - $50,000 |
Eaton Vance Large Cap Value Fund Class A | $15,001 - $50,000 |
FT Templeton Foreign Bond Co A | $50,001 - $100,000 |
Invesco Van Kampen Mid Growth Fund Class A | $50,001 - $100,000 |
Ivy Global Natural Resources Fund | $15,001 - $50,000 |
JP Morgan Mid Cap Value | $50,001 - $100,000 |
Keeley Small Cap Value Fund | $15,001 - $50,000 |
Oppenheimer Developing Markets | $15,001 - $50,000 |
First Eagle Global Fund Class A | $15,001 - $50,000 |
MFS Bond Fund A | $15,001 - $50,000 |
Oppenheimer Senior Floating Rate Fund Class A | $1,001 - $15,000 |
Pace Money Market Investments Fund Class P | $1,001 - $15,000 |
Principal Investors Preferred Securities Fund A | $1,001 - $15,000 |
Principal High Yield Fund Class A | $15,001 - $50,000 |
Teton Westwood Mighty Mites Fund Class AAA | $15,001 - $50,000 |
Wells Fargo Advantage Growth Fund Class A | $50,001 - $100,000 |
Vanguard Capital Opportunity Investment | $15,001 - $50,000 |
Vanguard Emerging Markets Stock Index | $1,001 - $15,000 |
Vanguard Energy Fund Admiral | $50,001 - $100,000 |
Vanguard Precious Metals and Mining | $15,001 - $50,000 |
Vanguard Primecap Fund Investor | $1,001 - $15,000 |
Vanguard Windsor II Fund Investment | $1,001 - $15,000 |
Admiral Energy Fund | $50,001 - $100,000 |
MFC Global Investment Mgmt Lifestyle Balance | $50,001 - $100,000 |
| $100,001 - $250,000 | |
JPMC ST Fixed Income Fund | $100,001 - $250,000 |
JPMC Stable Value Fund | $50,001 - $100,000 |
JPMC Growth and Income Fund | $50,001 - $100,000 |
JPMC S&P 500 Index Fund | $50,001 - $100,000 |
JPMC Small Cap Core Fund | $50,001 - $100,000 |
JPMC Int’l Large Cap Core Fund | $15,001 - $50,000 |
Fund Investment A | $1,001 - $15,000 |
Cap World Growth & Income Fund A | $1,001 - $15,000 |
Cap Income Builder A | $1,001 - $15,000 |
Income Fund of America A | $15,001 - $50,000 |
Bond Fund of America - Class A | $50,001 - $100,000 |
Money Market Account | $250,001 - $500,000 |
| $1 - $1,000 | |
| $15,001 - $50,000 | |
DWS Mutual Fund | $15,001 - $50,000 |
Dreyfus Mutual Fund | $15,001 - $50,000 |
Putnam Mutual Fund | $15,001 - $50,000 |
Nuveen Mutual Fund | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
Property at 905 Mill Rd East Aurora, NY, US | $50,001 - $100,000 |
| $15,001 - $50,000 | |
John Hancock Annuity | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Consumer Cyclical$41K
Industrials$65K
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).