Marcy Kaptur
Marcy Kaptur Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 15, 2009. Includes 18 assets and 1 liabilities.
Est. Net Worth
$601K
2009 annual disclosure
Total Assets
$361K - $990K
18 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$325K (3)
Mutual Funds$146K (7)
Bank & Cash$97K (6)
Gov. Securities$75K (1)
Retirement & Pension$33K (1)
Top Stock Holdings (from trades)
All Assets (18)
| Asset | Value |
|---|---|
1837 Dorr Rd. Toledo, OH, US | $50,001 - $100,000 |
4361 Kvar Rd. Toledo, OH, US | $100,001 - $250,000 |
1854 Harlan Rd. Toledo, OH, US | $50,001 - $100,000 |
Congressional Federal Credit Union | $1,001 - $15,000 |
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 Five-Year Fixed Income 5 Yr (Mutual Fund) | $15,001 - $50,000 |
DFA U.S. Core Equity I (Mutual Fund) | $1,001 - $15,000 |
Key Bank | $1,001 - $15,000 |
National City Bank (now PNC Bank) | $15,001 - $50,000 |
RBS Citizens Bank | $15,001 - $50,000 |
Schwab Money Market | $1,001 - $15,000 |
Suburban Federal Credit Union | $1,001 - $15,000 |
Transamerica Individual Retirement Annuity | $15,001 - $50,000 |
U.S. Savings Bonds | $50,001 - $100,000 |
Vanguard Inflation Protected Bond Fund | $15,001 - $50,000 |
Vanguard Intermediate-Term Treasury Fund | N/A |
Vanguard Short Term Corp | $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).