Lucille Roybal-Allard Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 13, 2011. Includes 13 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$107K

2011 annual disclosure

Total Assets

$143K - $446K

13 assets

Total Liabilities

$110K - $265K

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

Mutual Funds$221K (7)

Retirement & Pension$41K (2)

Bank & Cash$33K (4)

All Assets (13)

Asset	Type	Owner	Value	Income
JP Morgan Federal Credit Union	Bank & Cash	Self	N/A	Interest $1 - $200
Railroad Retirement System	Retirement & Pension	Self	$1,001 - $15,000	Other $5,001 - $15,000
USAA SEP IRA	Retirement & Pension	Self	$15,001 - $50,000	None
Allied Investment (Savings)	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Allied Checking	Bank & Cash	Self	$1 - $1,000	Interest
Allied Money Market	Bank & Cash	Self	N/A	Interest $1 - $200
Wells Fargo Advantage Fund A	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
American Funds Europacific Growth Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
American Funds New Perspective Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
Dodge & Cox Stock Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
PIMCO Total Return Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1 - $200
Vanguard 500 Index Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
American Funds Capital Income Builder	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200

Liabilities (2)

Creditor	Type	Amount	Rate	Term
American Express (Dawn M. Adams)	other	$10,001 - $15,000	—	—
First Bank of Wilmington, DE	mortgage	$100,001 - $250,000	—	—

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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).