Niki Tsongas Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 65 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$5M

2009 annual disclosure

Total Assets

$2.1M - $8.2M

65 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)

Mutual Funds$899K (25)

Gov. Securities$858K (13)

Stocks$333K (24)

Bank & Cash$83K (2)

Top Stock Holdings (from trades)

All Assets (65)

Asset	Type	Owner	Value	Income
40 Water Road Chatham, MA, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $15,001 - $50,000
Analog Devices Inc.(ADI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AT&T Inc.(T)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Bank of America Corp.(BAC)	Stocks	Self	N/A	Dividends $201 - $1,000
Cisco Systems Inc.(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends
CMG Short Term Bonds	Mutual Funds	Self	N/A	Dividends $1,001 - $2,500
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 International Fund	Mutual Funds	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 Energy and Natural Resources Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends
Columbia International Stock Fund	Mutual Funds	Self	$15,001 - $50,000	Interest/Dividends/Capital Gains $1,001 - $2,500
Columbia Large Cap Core Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Columbia Large Cap Enhanced Fund	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	N/A	None
Columbia Marsico 21st Century	Mutual Funds	Self	$1,001 - $15,000	None
Columbia Marsico Growth Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Interest $1 - $200
Columbia Marsico International Opportunity Fund	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Columbia Acorn International Select Fund	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Columbia Multi-Advisor International Equity Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Columbia Select Small Cap Value Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Columbia Short Term Municipal Bond Fund	Mutual Funds	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Columbia Tax Exempt Reserves	Mutual Funds	Self	$100,001 - $250,000	Interest $2,501 - $5,000
Columbia Treasury Reserves	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Columbia U.S. Treasury Index Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Columbia Value and Restructuring Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Enterprise Bank & Trust	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Enterprise Bank & Trust	Bank & Cash	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Exelon Corp.(EXC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Federal Home Loan Bank Bond (Due 6/1/2009)	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Federal Home Ln Bks	Gov. Securities	Self	$100,001 - $250,000	Interest $1 - $200
General Elec Co(GE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Hewlett Packard Co.(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
International Business Machines(IBM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Shares Barclays 1-3 Yr Trs Bond Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Kellogg Co.(K)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Massachusetts Bay Trans Authority Massachusetts, US	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Massachusetts St Massachusetts, US	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Massachusetts St Hsg Fin Agcy II Due 10/1/12 Massachusetts, US	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Massachusetts St Wtr Res Auth Massachusetts, US	Gov. Securities	Self	N/A	Interest $1,001 - $2,500
Microsoft Corp(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Nokia Corp(NOK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nortel	Stocks	Self	N/A	Other $201 - $1,000
NSTAR Electrical & Gas(NST)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Pembroke Mass (Due 8/08) Pembroke, MA, US	Gov. Securities	Self	N/A	Interest $2,501 - $5,000
PepsiCo Inc.(PEP)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
PIMCO Foreign Bond Fund Unhedged	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Procter & Gamble Co.(PG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Randolph Mass Randolph, MA, US	Gov. Securities	Self	N/A	Interest $2,501 - $5,000
Burlington Mass (Due 7/15/99) Burlington, MA, US	Gov. Securities	Self	$50,001 - $100,000	Interest $2,501 - $5,000
Springfield Mass (Due 8/4/09) Springfield, MA, US	Gov. Securities	Self	$100,001 - $250,000	Interest $2,501 - $5,000
Sysco Corp.(SYY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Target Corp.(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Toronto Dominion Bank (Ontario)(TD) Ontario, Canada	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United States Treasury Note United States	Gov. Securities	Self	N/A	Interest $5,001 - $15,000
United Technologies Corp.(UTX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Verizon Communications Inc.(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wachovia Corp.(WB)	Stocks	Self	N/A	Dividends $1 - $200
Wellesley Mass Due 6/15/08 Wellesley, MA, US	Gov. Securities	Self	N/A	Interest $201 - $1,000
Wellesley Mass Due 6/15/14 Wellesley, MA, US	Gov. Securities	Self	$50,001 - $100,000	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	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).