Lois Capps Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 3, 2011. Includes 15 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$269K

2011 annual disclosure

Total Assets

$1.1M - $5.4M

15 assets

Total Liabilities

$1M - $5M

1 liabilities

Total Trades

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)

Stocks$75K (1)

Retirement & Pension$73K (3)

Mutual Funds$73K (3)

Bank & Cash$32K (4)

ETFs$16K (2)

Other$0 (1)

Top Stock Holdings (from trades)

All Assets (15)

Asset	Type	Owner	Value	Income
Congressional Federal Credit Union	Bank & Cash	Self	$1,001 - $15,000	None
Harper Collins	Other	Self	N/A	Royalties $201 - $1,000
ING	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
IRA - Artio Intl Equity Fund II	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - Capitol World Bond Fund	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - Dodge & Cox Income Fund	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - Fidelity Advisor New Insights	Mutual Funds	Self	$1,001 - $15,000	None
Prudential Financial Network (money market fund)	Mutual Funds	Self	$15,001 - $50,000	None
IRA - Powershares ETF Trust	ETFs	Self	$1,001 - $15,000	None
Wilder Hill Clean Energy	ETFs	Self	$1,001 - $15,000	None
American Price Capital Appreciation	Mutual Funds	Self	$15,001 - $50,000	None
MET Life(MET)	Stocks	Self	$50,000 - $100,000	Dividends $201 - $1,000
Rabobank	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Santa Barbara Bank & Trust	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Studio Apartment - 1724 Santa Barbara Street Santa Barbara, CA, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $5,001 - $15,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Santa Barbara Bank & Trust	mortgage	$1,000,001 - $5,000,000	—	—

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$33K

Utilities$33K

Lois Capps trades Wealthiest members Most active traders CA delegation Articles

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).