Lois Capps
Lois Capps Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 15, 2009. Includes 18 assets and 1 liabilities.
Est. Net Worth
$254K
2009 annual disclosure
Total Assets
$1.1M - $5.4M
18 assets
Total Liabilities
$1M - $5M
1 liabilities
Total Trades
30
From PTR filings
Trade Volume
$650K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $65K |
| 2008 | -$150K |
| 2009 | $254K |
| 2010 | -$2M |
| 2011 | $269K |
| 2012 | $123K |
| 2013 | $187K |
Assets by Category
Real Estate$3M (1)
Mutual Funds$189K (7)
Retirement & Pension$48K (6)
Bank & Cash$17K (4)
Top Stock Holdings (from trades)
All Assets (18)
| Asset | Value |
|---|---|
Rabobank - Checking | $1,001 - $15,000 |
Santa Barbara Bank & Trust - Checking | $1 - $1,000 |
Merrill Lynch - Cash, Money Funds, & FDIC Insured Deposits | $1,001 - $15,000 |
Tax Exempt Fund of California Class B | $1,001 - $15,000 |
Eaton Vance Tax Managed Growth Fund | $15,001 - $50,000 |
Gateway Fund Class A | $15,001 - $50,000 |
Arlo International Equity Fund II | $50,001 - $100,000 |
Van Kampen Equity and Income | $15,001 - $50,000 |
7th Street Studio Apartment Santa Barbara, CA 93101, US | $1,000,001 - $5,000,000 |
Congressional Federal Credit Union | $1 - $1,000 |
American Capital World Bond Fund (IRA) | $1,001 - $15,000 |
Dodge & Cox Income Fund (IRA) | $1,001 - $15,000 |
First Advisor New Insights Fund (IRA) | $1,001 - $15,000 |
Arlo International (IRA) | $1,001 - $15,000 |
T Rowe Price Capital Appreciation | $1,001 - $15,000 |
Wilder Hill Clean Energy Portfolio (IRA) | $1,001 - $15,000 |
iShares Network iMNE (IRA) | $1,001 - $15,000 |
Dodge & Cox Balanced Fund | N/A |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Santa Barbara Bank and Trust, Santa Barbara, CA 93101 | mortgage | $1,000,001 - $5,000,000 |
Trading Sector Allocation (from PTR trades)
Consumer Cyclical$33K
Utilities$33K
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).