Lucille Roybal-Allard Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed July 6, 2010. Includes 6 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$1.7M

2010 annual disclosure

Total Assets

$1.1M - $2.3M

6 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

Retirement & Pension$925K (2)

Other$375K (1)

Mutual Funds$350K (2)

Bank & Cash$8K (1)

All Assets (6)

Asset	Type	Owner	Value	Income
JPMorgan Retirement Plan 401K	Retirement & Pension	Spouse	$500,001 - $1,000,000	Capital Gains $15,001 - $50,000
Patricia Moran Custodian Irrevocable Trust	Other	Spouse	$250,001 - $500,000	None
American Century Equity Income Fund	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $2,501 - $5,000
American Century Ultra Fund	Mutual Funds	Spouse	$100,001 - $250,000	Capital Gains $2,501 - $5,000
Capital One Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
CALPERS	Retirement & Pension	Self	$100,001 - $250,000	Other $15,001 - $50,000

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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).