Mark Takano Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 8 assets and 2 liabilities.

Year:

2013 2012

Est. Net Worth

$6.1M

2013 annual disclosure

Total Assets

$2.2M - $10.5M

8 assets

Total Liabilities

$115K - $300K

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	-$175K
2013	$6.1M

Assets by Category

Retirement & Pension$6M (2)

Gov. Securities$175K (1)

Mutual Funds$108K (2)

Insurance$33K (1)

Bank & Cash$16K (2)

All Assets (8)

Asset	Type	Owner	Value	Income
Murray Municipal VP	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
M. Roberts Allocation	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $201 - $1,000
New York Life Insurance	Insurance	Self	$15,001 - $50,000	None
U.S. Small Cap Fund	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1 - $200
Altura Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Salem Five Investment	Bank & Cash	Self	$1,001 - $15,000	Dividends $1 - $200
Pension: California State Teachers Retirement System	Retirement & Pension	Self	$1,000,001 - $5,000,000	Other Type of Income
Pension: California Public Employees Retirement System	Retirement & Pension	Self	$1,000,001 - $5,000,000	Other Type of Income

Liabilities (2)

Creditor	Type	Amount	Rate	Term
U.S. Department of Education	student loan	$15,001 - $50,000	—	—
U.S. Department of Education	student loan	$100,001 - $250,000	—	—

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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).