LYNN C. WOOLSEY
LYNN C. WOOLSEY Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 21 assets.
Est. Net Worth
$941K
2008 annual disclosure
Total Assets
$505K - $1.4M
21 assets
Total Liabilities
$0
0 liabilities
Total Trades
13
From PTR filings
Trade Volume
$287K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $941K |
| 2009 | $545K |
| 2010 | $426K |
| 2011 | $576K |
| 2012 | -$159K |
Assets by Category
Mutual Funds$703K (11)
Stocks$205K (9)
Other$33K (1)
Top Stock Holdings (from trades)
All Assets (21)
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
Calvert Social Inv Fund (IRA1) | $1,001 - $15,000 |
Calvert Capital Accumulation Fund (IRA2) | $15,001 - $50,000 |
Calvert Large Cap Growth Fund (IRA2) | $100,001 - $250,000 |
Calvert Moderate Allocation Fund (IRA2) | $15,001 - $50,000 |
First World Values Fund (IRA2) | $50,001 - $100,000 |
Capital Income Builder Fund (IRA1) | $15,001 - $50,000 |
Columbia Mid Cap Fund (IRA1) | $15,001 - $50,000 |
Oppenheimer Intl Bond Fund (IRA2) | $50,001 - $100,000 |
Templeton Global Bond Fund (IRA2) | $100,001 - $250,000 |
Calvert Income Fund (IRA1) | $15,001 - $50,000 |
Growth Fund of America (529) | $15,001 - $50,000 |
Washington Mutual Investors Fund (529) | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Consumer Cyclical$16K
Technology$8K
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).