Lois Capps
Lois Capps Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 17, 2010. Includes 20 assets and 1 liabilities.
Est. Net Worth
-$2M
2010 annual disclosure
Total Assets
$603K - $1.4M
20 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$750K (1)
Retirement & Pension$140K (7)
ETFs$33K (1)
Insurance$33K (1)
Bank & Cash$24K (4)
Mutual Funds$8K (6)
Top Stock Holdings (from trades)
All Assets (20)
| Asset | Value |
|---|---|
Arlo International Equity Fund II | N/A |
Congressional Federal Credit Union | $1,001 - $15,000 |
Eaton Vance Tax Managed Growth | N/A |
First Horizon Network (cash, money market funds) | N/A |
Gateway Fund Class A | N/A |
Hussman Strategic Growth Fund | N/A |
IRA - Artio Intl Equity Fund II | $15,001 - $50,000 |
IRA - Capitol World Bond Fund | $1,001 - $15,000 |
IRA - Dodge & Cox Income Fund | $1,001 - $15,000 |
IRA - Fidelity Advisor New Insights | $1,001 - $15,000 |
IRA Financial Network (money market funds) | $1,001 - $15,000 |
William Blair Small Cap Growth Trust | $1,001 - $15,000 |
Wilder Hill Clean Energy | $15,001 - $50,000 |
IRA - T Rowe Price Capital Appreciation | $50,000 - $100,000 |
MEI Life | $15,001 - $50,000 |
Rabobank | $1,001 - $15,000 |
Santa Barbara Bank & Trust | $1,001 - $15,000 |
Studio Apartment - 1724 Santa Barbara Street, SB, CA 93101 Santa Barbara, CA, US | $500,001 - $1,000,000 |
CA Exempt Fund of CA - Class K | N/A |
Van Kampen Equity & Income Fund | N/A |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Santa Barbara Bank & 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).