Michael E. Capuano

Michael E. Capuano Net Worth & Financial Disclosure

house

Annual financial disclosure for 2009, filed July 8, 2009. Includes 32 assets and 4 liabilities.

Est. Net Worth
$1.8M
2009 annual disclosure
Total Assets
$1.5M - $3.4M
32 assets
Total Liabilities
$415K - $900K
4 liabilities
Total Trades
10
From PTR filings
Trade Volume
$80K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2009$1.8M
2010$1.1M
2011$1.1M
2012$1.3M
2013$2.1M

Assets by Category

Real Estate$1.5M (3)
Insurance$375K (1)
Retirement & Pension$360K (23)
Bank & Cash$118K (4)
LLC / Partnership$75K (1)

Top Stock Holdings (from trades)

All Assets (32)

AssetValue
Central St
Somerville, MA, US
$500,001 - $1,000,000
Charles Schwab - Cash & Money Market (IRA)
$15,001 - $50,000
$1,001 - $15,000
Congressional Federal Credit Union
$15,001 - $50,000
CT&M, LLC
$50,001 - $100,000
East Cambridge Savings Bank
Somerville, MA, US
$1 - $5,000
Fidelity - Ariel Appreciation
$1,001 - $15,000
Fidelity - Ariel Fund
$1,001 - $15,000
Fidelity - Balanced Fund
$1,001 - $15,000
Fidelity - Cash Res
$1 - $1,000
Fidelity - Cash Reserves
$1,001 - $15,000
Fidelity - Contrafund
$1,001 - $15,000
Fidelity - Export & Multinational
$1,001 - $15,000
Fidelity - Export & Multinational
$1,001 - $15,000
Fidelity - Fan Value
$1,001 - $15,000
Fidelity - FPA Crescent Instl
$1,001 - $15,000
Fidelity - Intl Discovery
$1,001 - $15,000
Fidelity - Royce Total Return Fd Investment Cl
$1,001 - $15,000
Fidelity - Select Nat'l Gas
$1,001 - $15,000
Fidelity - T Rowe Price Cap Appreciation
$1,001 - $15,000
Fidelity - Van Kampen Growth & Income Class A
$1,001 - $15,000
Hidden Valley
Tuftonboro, NH, US
$250,001 - $500,000
High St
Somerville, MA, US
$250,001 - $500,000
Nationwide - NW Lgcap Gr
$1,001 - $15,000
Nationwide - Templeton Foreign Fund Class A
N/A
Nationwide Inter Val Inst Svc
$1,001 - $15,000
Nationwide - Fidelity Contra
$1,001 - $15,000
Putnam - Fidelity Cash Reserves
$1,001 - $15,000
Ameriprise - Vanguard 500 Index
$100,001 - $250,000
SBL - Term Life
$250,001 - $500,000
Son Fed CU
Somerville, MA, US
$50,000 - $100,000
Winter Hill Bank
$1,001 - $15,000

Liabilities (4)

CreditorTypeAmount
Bank of America, NYmortgage$15,001 - $50,000
Winthill Bank, MAmortgage$100,001 - $250,000
Winthill Bank, MAmortgage$250,001 - $500,000
Winthill Bank, MAmortgage$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).
Michael E. Capuano Net Worth & Financial Disclosure 2009: Assets & Portfolio | Congress Stock Tracker