Niki Tsongas Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 23, 2008. Includes 77 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$5.2M

2008 annual disclosure

Total Assets

$2.3M - $8.5M

77 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

164

From PTR filings

Trade Volume

$4.7M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$5.2M
2009	$5M
2010	$5.2M
2011	$5.4M
2012	$4.7M
2013	$19.4M
2013	$19.3M

Assets by Category

Real Estate$3M (1)

Gov. Securities$1.2M (13)

Stocks$663K (42)

Mutual Funds$541K (19)

Bank & Cash$0 (1)

Other$0 (1)

Top Stock Holdings (from trades)

All Assets (77)

Asset	Type	Owner	Value	Income
455 Shore Road Chatham, MA, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $15,001 - $50,000
Abbott Labs(ABT)	Stocks	Self	N/A	Capital Gains $201 - $1,000
American Intl Group Inc.(AIG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Analog Devices Inc.(ADI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ashland Mass. Maple Ave 6/1/07 Ashland, MA, US	Bank & Cash	Self	N/A	Interest $2,501 - $5,000
AT&T Inc.(T)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Bank America Corp.(BAC)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Bank New York City Inc.(BK)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Barnstable Mass (Maturity date: 2/16/07)	Gov. Securities	Self	N/A	Interest $1,001 - $2,500
BP PLC(BP)	Stocks	Self	N/A	Capital Gains $5,001 - $15,000
Burlington North Santa Fe CP(BNI)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Cisco Sys Inc.(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends
Citigroup Inc.(C)	Stocks	Self	N/A	Dividends $201 - $1,000
CMG Short Term Bonds	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
Coca Cola Co.(KO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Colgate Palmolive Co.(CL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Columbia Acorn Intl Select	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Columbia Conservative High Yield Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Columbia Core Bond Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Columbia Dividend Income Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Columbia International Stock	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Columbia Large Cap Enhanced Core	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Columbia Large Cap Growth Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Columbia Large Cap Value Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Columbia Marsico 21st Century Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Interest $1 - $200
Columbia Marsico Growth Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Interest $1 - $200
Columbia Mexico International Opportunity	Mutual Funds	Self	$1,001 - $15,000	Dividends/Interest $1 - $200
Columbia Mid Cap Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Interest $1 - $200
Columbia Mid Cap Index Fund - Advisor International	Mutual Funds	Self	$15,001 - $50,000	Dividends/Interest $201 - $1,000
Columbia Small Cap Value Fund	Mutual Funds	Self	N/A	Capital Gains $2,501 - $5,000
Columbia Tax Exempt Reserves	Mutual Funds	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Dreyfus Treasury Reserves	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
CVS/Caremark Corp.(CVS)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Enterprise Bank & Trust	Stocks	Self	$50,001 - $100,000	Dividends
Enterprise Financial(EFSC)	Stocks	Self	$15,001 - $50,000	Interest $1 - $200
Excelsior Small Cap Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Excelsior Value and Restructuring Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Exelon Corp.(XEL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corp.(XOM)	Stocks	Self	N/A	Capital Gains $15,001 - $50,000
Federal Home Ln Bks	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
General Elec Co.(GE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Glaxosmithkline PLC(GSK)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Hewlett Packard Co.(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
International Business Machs(IBM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
Kellog Co.(K)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lawrence Mass Maturity Date: 2/10/07 Issuer USS ST WTR Lawrence, MA, US	Gov. Securities	Self	$50,001 - $100,000	Interest $2,501 - $5,000
Massachusetts St	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Massachusetts St Hsg Fin Agcy H	Gov. Securities	Self	$50,001 - $100,000	Interest $2,501 - $5,000
Medtronic Inc.(MDT)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Microsoft Corp.(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Milton Mass (Maturity Date: 1/1/07)	Gov. Securities	Self	N/A	Interest $2,501 - $5,000
Nokia Corp(NOK)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Norwell Mass (Maturity Date: 10/15/07)	Gov. Securities	Self	N/A	Interest $1,001 - $2,500
Novartis AG(NVS)	Stocks	Self	N/A	Capital Gains $201 - $1,000
NSTAR Electrical & Gas(NST)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
NSTAR Electrical & Gas Corp	Other	Self	N/A	Other: Annuity $15,001 - $50,000
Pembroke Mass (Due 8/08)	Gov. Securities	Self	$50,001 - $100,000	Interest $2,501 - $5,000
Pepsico Inc.(PEP)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Pfizer Inc.(PFE)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Proctor & Gamble Co.(PG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Randolph Mass (Due 4/1/08) Randolph, MA, US	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Springfield Mass (Due 2/15/09) Springfield, MA, US	Gov. Securities	Self	$100,001 - $250,000	Interest $2,501 - $5,000
Springfield Mass Springfield, MA, US	Gov. Securities	Self	$100,001 - $250,000	Interest $2,501 - $5,000
Staples Inc.(SPLS)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Sysco Corp.(SYY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Taiwan Semiconductor Mfg Ltd(TSM)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
Target Corp.(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
TD Banknorth Inc.(BNK)	Stocks	Self	$15,001 - $50,000	Dividends/Cap Gains $2,501 - $5,000
Toronto Dominion Bank Ontario(TD) Ontario, Canada	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United States Treasury Note US	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
United Technologies Corp.(UTX)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
United Technologies Corp. (Preferred Technologies)(UTX)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Verizon Communications Inc.(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wachovia Corp.(WB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wellesley Mass Due 6/15/08	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Wells Fargo & Co New(WFC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Enterprise Bank & Trust Co	line of credit	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$146K

Healthcare$8K

Basic Materials$32K

Real Estate$8K

Consumer Cyclical$8K

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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).