Marcy Kaptur
Marcy Kaptur Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 14, 2008. Includes 15 assets and 1 liabilities.
Est. Net Worth
$488K
2008 annual disclosure
Total Assets
$328K - $797K
15 assets
Total Liabilities
$50K - $100K
1 liabilities
Total Trades
10
From PTR filings
Trade Volume
$98K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $488K |
| 2009 | $601K |
| 2010 | $552K |
| 2011 | $662K |
| 2012 | $669K |
| 2012 | $228K |
| 2013 | $11K |
Assets by Category
Real Estate$225K (3)
Mutual Funds$146K (6)
Bank & Cash$84K (4)
Gov. Securities$75K (1)
Retirement & Pension$33K (1)
Top Stock Holdings (from trades)
All Assets (15)
| Asset | Value |
|---|---|
1837 Dorrity Rd. Toledo, OH, US | $50,001 - $100,000 |
43615 Kravard Rd. Toledo, OH, US | $50,001 - $100,000 |
1854 Handan Rd. Toledo, OH, US | $50,001 - $100,000 |
Congressional Federal Credit Union | $1 - $1,000 |
DFA Global Fixed Income 1 yr (Mutual Fund) | $15,001 - $50,000 |
DFA Global Fixed Income 2 yr (Mutual Fund) | $15,001 - $50,000 |
DFA Global Fixed Income 5 yr (Mutual Fund) | $15,001 - $50,000 |
Key Bank | $1 - $1,000 |
RBS Citizens Bank (formerly Charter One Bank) | $50,001 - $100,000 |
Schwab Money Market | $1,001 - $15,000 |
Suburban Federal Credit Union (formerly Little Flower Credit Union) | $1,001 - $15,000 |
TIAA-CREF Traditional Individual Retirement Annuity | $15,001 - $50,000 |
U.S. Savings Bonds | $50,001 - $100,000 |
Vanguard Inflation Protected Bonds (IPB) | $15,001 - $50,000 |
Vanguard Intermediate-Term Treasury Fund | $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Northern Ohio Investment Company | mortgage | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Basic Materials$1K
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).