Marcy Kaptur Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 17 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$552K

2010 annual disclosure

Total Assets

$333K - $920K

17 assets

Total Liabilities

$50K - $100K

1 liabilities

Total Trades

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)

Bank & Cash$97K (6)

Mutual Funds$97K (6)

Gov. Securities$75K (1)

Retirement & Pension$33K (1)

Top Stock Holdings (from trades)

The Andersons, Inc.ANDE

$1K

All Assets (17)

Asset	Type	Owner	Value	Income
4648 Yanda Rd. Toledo, OH, US	Real Estate	Self	$50,001 - $100,000	None
1854 Harlan Rd. Toledo, OH, US	Real Estate	Self	$50,001 - $100,000	Rent $1,001 - $2,500
513 Feet Rd. Toledo, OH, US	Real Estate	Self	$100,001 - $250,000	None
Congressional Federal Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest
DFA Global Fixed Income 1 Yr (Mutual Fund)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
DFA Global Fixed Income 2 Yr (Mutual Fund)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
DFA Global Fixed Income 5 Yr (Mutual Fund)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
DFA U.S. Core Equity I (Mutual Fund)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Key Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
PNC Bank (formerly National City)	Bank & Cash	Self	$15,001 - $50,000	Interest $1,001 - $2,500
RBS Citizens Bank	Bank & Cash	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Schwab Money Market	Bank & Cash	Self	$1,001 - $15,000	Interest or Dividends $1,001 - $2,500
Suburban Federal Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Transamerica Individual Retirement Account	Retirement & Pension	Self	$15,001 - $50,000	Interest $201 - $1,000
U.S. Savings Bonds	Gov. Securities	Self	$50,001 - $100,000	None
Vanguard Inflation Protected Bonds (IPB)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gain $201 - $1,000
Vanguard Short Term Corp	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Northern Ohio Investment Company	mortgage	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Basic Materials$1K

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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).