Marcy Kaptur Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 13, 2011. Includes 18 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$662K

2011 annual disclosure

Total Assets

$367K - $956K

18 assets

Total Liabilities

0 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)

Mutual Funds$98K (8)

Bank & Cash$89K (5)

Retirement & Pension$75K (1)

Gov. Securities$75K (1)

Top Stock Holdings (from trades)

The Andersons, Inc.ANDE

$1K

All Assets (18)

Asset	Type	Owner	Value	Income
43815 Harvard Rd. Toledo, OH, US	Real Estate	Self	$50,001 - $100,000	None
1854 Indian Rd. Toledo, OH, US	Real Estate	Self	$50,001 - $100,000	Rent $201 - $1,000
5151 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 $1 - $200
DFA Global Fixed Income 1 Yr (Mutual Fund)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
DFA Global Fixed Income 2 Yr (Mutual Fund)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1 - $200
DFA Global Fixed Income 5 Yr (Mutual Fund)	Mutual Funds	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
DFA Selectively Hedged Fixed Income	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
DFA U.S. Core Equity I	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	Bank & Cash	Self	$15,001 - $50,000	Interest $1,001 - $2,500
RBS Citizens Bank (Charter One)	Bank & Cash	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Schwab Money Market	Mutual Funds	Self	$1 - $1,000	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	$50,001 - $100,000	Interest $1,001 - $2,500
U.S. Savings Bonds	Gov. Securities	Self	$50,001 - $100,000	None
Vanguard Inflation Protected Bonds (IPB)	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Vanguard Short Term Corp	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000

Trading Sector Allocation (from PTR trades)

Basic Materials$1K

Marcy Kaptur trades Wealthiest members Most active traders OH delegation Articles

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).