MICHAEL E. CAPUANO
MICHAEL E. CAPUANO Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 11, 2011. Includes 27 assets and 5 liabilities.
Est. Net Worth
$1.1M
2011 annual disclosure
Total Assets
$1.1M - $2.5M
27 assets
Total Liabilities
$430K - $950K
5 liabilities
Total Trades
10
From PTR filings
Trade Volume
$80K
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Real Estate$925K (2)
Insurance$375K (1)
Retirement & Pension$191K (8)
Mutual Funds$130K (12)
Bank & Cash$91K (3)
LLC / Partnership$75K (1)
Top Stock Holdings (from trades)
All Assets (27)
| Asset | Value |
|---|---|
Central St Somerville, MA, US | $500,001 - $1,000,000 |
Money Market Fund (401K) - Congressional FCU | $50,001 - $100,000 |
Congressional FCU | $1,001 - $15,000 |
CT&M, LLC | $50,001 - $100,000 |
East Cambridge Sav Bank (IRA) | $1,001 - $15,000 |
Fidelity - Ariel Appreciation Fund (IRA) | $1,001 - $15,000 |
Fidelity - Balanced Fund (IRA) | $1,001 - $15,000 |
Fidelity - Cash Reserves (IRA) | $1 - $1,000 |
Fidelity - Cash Reserves | $1 - $1,000 |
Fidelity - ContraFund (IRA) | $1,001 - $15,000 |
Fidelity - Export & Multinational (IRA) | $1,001 - $15,000 |
Fidelity - Export & Multinational | $1,001 - $15,000 |
Fidelity - FPA Crescent Instl (IRA) | $1,001 - $15,000 |
Fidelity - Intl Discovery (IRA) | $15,001 - $50,000 |
Fidelity - Royce Total Return Fund Invest Cl (IRA) | $1,001 - $15,000 |
Fidelity - Select Natl Gas (IRA) | $15,001 - $50,000 |
Fidelity - Spartan Low Priced Stock (IRA) | $1,001 - $15,000 |
Fidelity - Van Kampen Growth & Income Class A (IRA) | $1,001 - $15,000 |
High St, Somerville, MA Somerville, MA, US | $100,001 - $250,000 |
Nationwide - Fidelity Contra Fund (457b plan) | $1,001 - $15,000 |
Nationwide - American Val Inst Svcs (457b plan) | $1,001 - $15,000 |
Nationwide - NW Lgcap Gr (457b plan) | $1,001 - $15,000 |
Resurgent Fidelity Cash Reserves (IRA) | $1 - $1,000 |
MFS - Windward Aggressive Growth (IRA) | $50,001 - $100,000 |
SBL - Term Life | $250,001 - $500,000 |
Som Fed CU, Som MA Somerville, MA, US | $50,001 - $100,000 |
Winter Hill Bank | $1,001 - $15,000 |
Liabilities (5)
| Creditor | Type | Amount |
|---|---|---|
| Century Bank | other | $15,001 - $50,000 |
| Century Bank | mortgage | $250,001 - $500,000 |
| WinterHill Bank | mortgage | $100,001 - $250,000 |
| Bank of America NY | mortgage | $15,001 - $50,000 |
| WinterHill 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).