Martin Heinrich

Martin Heinrich Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 13, 2010. Includes 20 assets and 1 liabilities.

Est. Net Worth
$78K
2010 annual disclosure
Total Assets
$11K - $169K
20 assets
Total Liabilities
$10K - $15K
1 liabilities
Total Trades
6
From PTR filings
Trade Volume
$48K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2009$68K
2010$78K
2011$70K
2012-$122K

Assets by Category

Retirement & Pension$74K (18)
Mutual Funds$16K (2)

Top Stock Holdings (from trades)

All Assets (20)

AssetValue
Dreyfus Midcap (457)
$1,001 - $15,000
Dreyfus Smallcap (457)
$1,001 - $15,000
Fidelity Adv Consumer Staples (IRA)
$1,001 - $15,000
Fidelity Adv Consumer Staples (ROTH)
$1 - $1,000
Fidelity Adv New Insights (IRA)
$1,001 - $15,000
Fidelity Adv New Insights (ROTH)
$1 - $1,000
Fidelity adv Small Cap (IRA)
$1,001 - $15,000
Fidelity adv Small Cap (ROTH)
$1 - $1,000
Fidelity adv Strategic Income Fund
$1,001 - $15,000
Fidelity adv Strategic Income (ROTH)
$1 - $1,000
Oppenheimer Capital Income (IRA)
N/A
Oppenheimer Cash reserves
$1,001 - $15,000
Oppenheimer Global (IRA)
N/A
Oppenheimer Main Street Opportunity (IRA)
N/A
Oppenheimer Small Mid Value (IRA)
N/A
Scholars Edge 529
$1,001 - $15,000
SunAmerica Equity Strategy (ROTH)
N/A
American International Equity (457)
$1,001 - $15,000
VALIC fixed (457)
$1,001 - $15,000
Vanguard 500 (457)
$1,001 - $15,000

Liabilities (1)

CreditorTypeAmount
Congressional Federal Credit Unionpersonal loan$10,001 - $15,000
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).
Martin Heinrich Net Worth & Financial Disclosure 2010: Assets & Portfolio | Congress Stock Tracker