Linda T. Sánchez

Linda T. Sánchez Net Worth & Financial Disclosure

house

Annual financial disclosure for 2013, filed May 15, 2013. Includes 29 assets and 7 liabilities.

Est. Net Worth
-$669K
2013 annual disclosure
Total Assets
$482K - $1.3M
29 assets
Total Liabilities
$990K - $2.1M
7 liabilities
Total Trades
20
From PTR filings
Trade Volume
$519K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$210K
2010$690K
2011-$33K
2012$166K
2013-$669K

Assets by Category

Real Estate$375K (1)
Retirement & Pension$150K (3)
Bank & Cash$146K (6)
Mutual Funds$122K (6)
Stocks$42K (9)
Insurance$33K (1)
Other$16K (2)
Gov. Securities$501 (1)

Top Stock Holdings (from trades)

All Assets (29)

AssetValue
Real property - 20619 Wardham Ave.
Lakewood, CA, US
$250,001 - $500,000
SchoolsFirst Federal Credit Union (IX)
$15,001 - $50,000
IBEW pension (see Schedule IX)
N/A
Peoples United Bank
$1,001 - $15,000
Bank of America
$15,001 - $50,000
Charles Schwab IRA
$50,001 - $100,000
money market fund
$15,001 - $50,000
UBS Financial Services IRA
$50,001 - $100,000
Investment Company of America
$1,001 - $15,000
Hartford Life Insurance Variable Life Policy
$15,001 - $50,000
HLS Total Return Bond Fund
$15,001 - $50,000
AMR Growth Fund
$15,001 - $50,000
Peoples United Bank
$15,001 - $50,000
CDs
$15,001 - $50,000
American Funds 529 Plan
$1,001 - $15,000
Bank of America Savings
$1,001 - $15,000
UBS Financial Services
$1,001 - $15,000
money market fund
$1,001 - $15,000
Growth Fund of America
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1 - $1,000
$1 - $1,000
$1 - $1,000
$1,001 - $15,000
U.S. Savings Bonds
$1 - $1,000
$1 - $1,000

Liabilities (7)

CreditorTypeAmount
GEM Mortgagemortgage$500,001 - $1,000,000
Nelnet, Coloradostudent loan$15,001 - $50,000
Flagstar Bankmortgage$100,001 - $250,000
Schools First Credit Unionline of credit$100,001 - $250,000
Bank of Americamortgage$250,001 - $500,000
Bank of Americacredit card$10,001 - $15,000
Chase Bankcredit card$15,001 - $50,000

Trading Sector Allocation (from PTR trades)

Technology$40K
Banking$16K
Consumer Cyclical$24K
Financial Services$24K
Healthcare$16K
Communication Services$16K
Energy$8K
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).
Linda T. Sánchez Net Worth & Financial Disclosure 2013: Assets & Portfolio | Congress Stock Tracker