Lucille Roybal-Allard Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed July 30, 2008. Includes 17 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$468K

2008 annual disclosure

Total Assets

$238K - $698K

17 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

Stocks$319K (10)

Retirement & Pension$108K (2)

Bank & Cash$42K (5)

All Assets (17)

Asset	Type	Owner	Value	Income
CALPERS	Retirement & Pension	Self	$15,001 - $50,000	Other (California Legislators Retirement) $1,001 - $2,500
Credit Union Account	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Bank of America (SEP)	Retirement & Pension	Self	$50,001 - $100,000	None
Merrill Lynch Account	Bank & Cash	Self	$15,001 - $50,000	None
Navy Federal Credit Union	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Wells Fargo Savings	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Bank Checking Account	Bank & Cash	Self	$1 - $1,000	None
UnitedHealth Group Inc.(UNH)	Stocks	Spouse	$50,001 - $100,000	Dividends $1 - $200
Abbott Laboratories(ABT)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Johnson & Johnson(JNJ)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Unilever PLC(UL)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
United Parcel Service, Inc.(UPS)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Procter & Gamble Co.(PG)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Walgreens Boots Alliance, Inc.(WBA)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
PepsiCo, Inc.(PEP)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Kimberly-Clark Corporation(KMB)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
OpenTable	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000

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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).