Lucille Roybal-Allard
Lucille Roybal-Allard Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 17, 2013. Includes 14 assets and 4 liabilities.
Est. Net Worth
-$244K
2013 annual disclosure
Total Assets
$196K - $590K
14 assets
Total Liabilities
$410K - $865K
4 liabilities
Total Trades
0
From PTR filings
Trade Volume
N/A
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $468K |
| 2009 | $456K |
| 2010 | $1.7M |
| 2010 | $666K |
| 2011 | $107K |
| 2012 | -$500K |
| 2013 | -$244K |
Assets by Category
Retirement & Pension$189K (6)
Mutual Funds$173K (4)
Stocks$32K (4)
All Assets (14)
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
NVIT Non-US Equity | $50,001 - $100,000 |
Retirement Fund A | $15,001 - $50,000 |
Retirement Fund B | $15,001 - $50,000 |
Retirement Fund C | $15,001 - $50,000 |
Retirement Fund D | $1,001 - $15,000 |
Retirement Fund E | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Platinum of America Investment Trust | $15,001 - $50,000 |
Platinum of America Government Income Fund Class A | $15,001 - $50,000 |
Platinum of America High Income Fund Class A | $15,001 - $50,000 |
Platinum of America Growth Fund Class A (IRA) | $50,001 - $100,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| American Express | credit card | $10,001 - $15,000 |
| PNC Bank USA NA | mortgage | $100,001 - $250,000 |
| Wells Fargo | mortgage | $250,001 - $500,000 |
| Chase | mortgage | $50,001 - $100,000 |
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).