MICHAEL E. CAPUANO

MICHAEL E. CAPUANO Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 13, 2009. Includes 32 assets and 4 liabilities.

Est. Net Worth
$2M
2009 annual disclosure
Total Assets
$1.7M - $3.6M
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
2008$1.8M
2009$2M
2009$1.8M
2010$1.1M
2011$1.1M
2012$1.3M
2013$2.1M

Assets by Category

Real Estate$1.9M (3)
Insurance$375K (1)
Mutual Funds$187K (8)
Retirement & Pension$89K (14)
LLC / Partnership$75K (1)
Bank & Cash$56K (4)
Stocks$8K (1)

Top Stock Holdings (from trades)

All Assets (32)

AssetValue
Central St
Somerville, MA, US
$500,001 - $1,000,000
Morgan Stanley Cash & Money Market Fund
$15,001 - $50,000
$1,001 - $15,000
Congressional FCU
$15,000 - $15,000
CT&M, LLC
$50,001 - $100,000
East Cambridge Savings Bank
Somerville, MA, US
$1 - $1,000
Fidelity - Ariel Appreciation
$1,001 - $15,000
Fidelity - Ariel Fund
N/A
Fidelity - Balanced Fund
$1,001 - $15,000
Fidelity - Cash Res
$1 - $1,000
Fidelity - Cash Reserves
$1 - $1,000
Fidelity - Contrafund
$1,001 - $15,000
Fidelity - Export & Multinational
$1,001 - $15,000
Fidelity - Export & Multinational
$1,001 - $15,000
Fidelity - Fam 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
$1,001 - $15,000
Fidelity - Select Nat 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
$500,001 - $1,000,000
High St
Somerville, MA, US
$250,001 - $500,000
Nationwide - NVL gcap Gr
$15,000 - $15,000
Nationwide - Templeton Foreign Fund
N/A
Nationwide Inter Val Inst Svc
$1,001 - $15,000
Nationwide - Fidelity Contra Fund
$15,000 - $15,000
Nesteggs - Fidelity Cash Reserves
$1,001 - $15,000
Nationwide - Windsor Aggressive Fund
$100,000 - $100,000
SBLI - Term Life
$250,001 - $500,000
Som Fed CU
Som MA, US
$15,001 - $50,000
Winter Hill Bank
$1,001 - $15,000

Liabilities (4)

CreditorTypeAmount
Bank of America, NYmortgage$15,001 - $50,000
Winthrop Bank, MAmortgage$100,001 - $250,000
Winthrop Bank, MAmortgage$250,001 - $500,000
Winthrop 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).