MICHAEL E. CAPUANO
MICHAEL E. CAPUANO Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 7, 2012. Includes 28 assets and 5 liabilities.
Est. Net Worth
$1.3M
2012 annual disclosure
Total Assets
$1.1M - $2.9M
28 assets
Total Liabilities
$425K - $915K
5 liabilities
Total Trades
10
From PTR filings
Trade Volume
$80K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. 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$1.1M (2)
Other$300K (1)
Retirement & Pension$259K (4)
Mutual Funds$205K (16)
LLC / Partnership$75K (1)
Bank & Cash$57K (4)
Top Stock Holdings (from trades)
All Assets (28)
| Asset | Value |
|---|---|
Residential S. Somerville MA Somerville, MA, US | $500,001 - $1,000,000 |
Charles Schwab Cash & Money Market (401K) | $100,001 - $250,000 |
Congressional FCU | $1,001 - $15,000 |
CT&M, LLC | $50,001 - $100,000 |
East Cambridge Savings Bank, Som, MA Somerville, MA, US | $1,001 - $15,000 |
Fidelity Total 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 (IRA) | $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 - Fan Value (IRA) | $1,001 - $15,000 |
Fidelity - FPA Crescent Instl (IRA) | $1,001 - $15,000 |
Fidelity - Intl Discovery (IRA) | $1,001 - $15,000 |
Fidelity - Royce Total Return Investment Cl (IRA) | $1,001 - $15,000 |
Fidelity - Select Natl Gas (IRA) | $50,001 - $100,000 |
Fidelity - T Rowe Price Cap Appreciation | $15,001 - $50,000 |
Fidelity - American Funds | $1,001 - $15,000 |
High Street Realty Trust | $250,001 - $500,000 |
Nationwide - Fidelity Contrafund (457b Plan) | $1,001 - $15,000 |
Nationwide - Inter Val Ins Svcs (457b Plan) | $1,001 - $15,000 |
Nationwide - NW Lgcap Gr (457b Plan) | $1,001 - $15,000 |
Navy Fed Credit Union - Fidelity Cash Reserves (IRA) | $1 - $1,000 |
Nesteggs - Vanguard Aggressive Fund (IRA) | $50,001 - $100,000 |
SBLI - Term Life | $100,001 - $500,000 |
Som Fed CU, Som MA Somerville, MA, US | $15,001 - $50,000 |
Winter Hill Bank | $1,001 - $15,000 |
Liabilities (5)
| Creditor | Type | Amount |
|---|---|---|
| Century Bank | mortgage | $10,001 - $15,000 |
| Century Bank | mortgage | $250,001 - $500,000 |
| Winter Hill 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).