Lois Capps
Lois Capps Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 9, 2012. Includes 14 assets and 1 liabilities.
Est. Net Worth
$123K
2012 annual disclosure
Total Assets
$1M - $5.2M
14 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)
Retirement & Pension$90K (6)
Bank & Cash$17K (4)
ETFs$8K (1)
Stocks$8K (1)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (14)
| Asset | Value |
|---|---|
Commission Federal Credit Union | $1,001 - $15,000 |
ING | $1 - $1,000 |
IRA - Artio Intl Equity Fund II | $1,001 - $15,000 |
IRA - Capitol World Bond Fund | $1,001 - $15,000 |
IRA - Dodge & Cox Income | $1,001 - $15,000 |
IRA - Fidelity Advisor New Insights | $15,001 - $50,000 |
IRA - Financial Network Money Market | $1 - $1,000 |
American PowerShares ETF Trust Wilder Hill Clean Energy | $1,001 - $15,000 |
IRA - T. Rowe Price Capital Appreciation | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Publishers House of ELCA | N/A |
Rabobank | $1,001 - $15,000 |
Santa Barbara Bank & Trust | $1 - $1,000 |
Studio Apartment Santa Barbara, CA, US | $1,000,001 - $5,000,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Santa Barbara Bank & Trust | 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).