MICHAEL E. CAPUANO
MICHAEL E. CAPUANO Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 14, 2013. Includes 37 assets and 3 liabilities.
Est. Net Worth
$2.1M
2013 annual disclosure
Total Assets
$1.4M - $3.3M
37 assets
Total Liabilities
$165K - $400K
3 liabilities
Total Trades
10
From PTR filings
Trade Volume
$80K
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Real Estate$750K (1)
Mutual Funds$529K (28)
Retirement & Pension$376K (2)
Other$375K (1)
Bank & Cash$323K (5)
Top Stock Holdings (from trades)
All Assets (37)
| Asset | Value |
|---|---|
Central St Somerville, MA, US | $500,001 - $1,000,000 |
Congressional FCU | $1,001 - $15,000 |
Cambridge Trust Somerville, MA, US | $100,001 - $250,000 |
East Cambridge Bank Somerville, MA, US | $15,001 - $50,000 |
Rollover IRA (Fidelity Trust) Somerville, MA, US | $250,001 - $500,000 |
SBLI - Term Life | $250,001 - $500,000 |
Somerville Federal Credit Union | $50,001 - $100,000 |
Bank of America | $15,001 - $50,000 |
Nationwide - Fidelity Contra | $1,001 - $15,000 |
Nationwide - Large Cap Growth | $1,001 - $15,000 |
Neuberger - Windward Aggressive Fund | $50,001 - $100,000 |
Fidelity - Capital & Income | $1,001 - $15,000 |
Fidelity - Traditional - Cash Reserves | $1 - $1,000 |
Fidelity - Equity Income | $15,001 - $50,000 |
Fidelity Int'l Discovery | $15,001 - $50,000 |
Fidelity Contra Fund | $1,001 - $15,000 |
Fidelity OTC | $1,001 - $15,000 |
Fidelity Select Nat'l Gas | $15,001 - $50,000 |
Fidelity Select Environmental | $15,001 - $50,000 |
Fidelity Invesco Van Kampen Growth & Income Cls I | $1,001 - $15,000 |
Fidelity Asset Manager | $1,001 - $15,000 |
Fidelity Value | $1,001 - $15,000 |
Fidelity Low-Priced Stock | $15,001 - $50,000 |
Fidelity Royce Total Return FD Investment CL | $1,001 - $15,000 |
Fidelity Cash Reserves | $15,001 - $50,000 |
Charles Schwab & Mtn Fund (401K) | $1 - $1,000 |
Charles Schwab - Baird Core Plus Bd Inv | $1,001 - $15,000 |
Charles Schwab - Dodge & Cox | $15,001 - $50,000 |
Charles Schwab - Metropolitan West Total | $15,001 - $50,000 |
Charles Schwab - PIMCO Total Return Fund | $15,001 - $50,000 |
Charles Schwab - American Funds Europacific | $1,001 - $15,000 |
Charles Schwab - Baron Small Cap Fund | $1,001 - $15,000 |
Charles Schwab - Artisan International Fund | $1,001 - $15,000 |
Charles Schwab - First Eagle Fund of Amer | $1,001 - $15,000 |
Charles Schwab - Columbia Acorn Fund | $1,001 - $15,000 |
Charles Schwab - Schwab S&P 500 Index | $15,001 - $50,000 |
Charles Schwab - Schwab Total Stock Market | $1,001 - $15,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Century Bank | mortgage | $100,001 - $250,000 |
| Winter Hill Bank | mortgage | $15,001 - $50,000 |
| Winter Hill Bank | mortgage | $50,001 - $100,000 |
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).