Niki Tsongas Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 25, 2010. Includes 67 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$5.2M

2010 annual disclosure

Total Assets

$2.4M - $8.3M

67 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$1.2M (28)

Gov. Securities$833K (12)

ETFs$150K (2)

Stocks$126K (23)

Bank & Cash$75K (1)

Top Stock Holdings (from trades)

All Assets (67)

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
Analog Devices(ADI)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Astor Montagu & Caldwell Growth Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
AT&T Inc.(T)	Stocks	Self	N/A	Dividends $201 - $1,000
Bank of America Account / Columbia Treasury	Bank & Cash	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Cisco Systems Inc.(CSCO)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
Coca Cola Co.(KO)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Colgate Palmolive Co.(CL)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Columbia Acorn Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends
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	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Columbia International Stock Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Columbia Large Cap Core Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Columbia Large Cap Enhanced Core	Mutual Funds	Self	N/A	Dividends $1 - $200
Columbia Large Cap Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends
Columbia Inter Muni Bond Fund	Mutual Funds	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Columbia Marsico 21st Century Growth Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Columbia Marsico Small Cap Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Columbia Marsico International Opportunities Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Columbia Acorn International Growth Fund	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Columbia Multi-Advisor International Equity Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Columbia Select Small Cap Fund	Mutual Funds	Self	$1,001 - $15,000	None
Columbia Short Term Municipal Bond Fund	Mutual Funds	Self	$100,001 - $250,000	Interest $2,501 - $5,000
Columbia Short Term Intermediate Bond Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Columbia Tax Exempt Reserves	Mutual Funds	Self	$50,001 - $100,000	Interest $201 - $1,000
Columbia US Treasury Index Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Cohen & Steers Realty and Restructuring Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Enterprise Bank & Trust	Stocks	Spouse	$50,001 - $100,000	Dividends/Capital Gains $15,001 - $50,000
Enterprise Bank & Trust	Stocks	Self	$1,001 - $15,000	Interest $1 - $200
Exelon Corp.(EXC)	Stocks	Spouse	N/A	Dividends $201 - $1,000
Federal Home Loan Banks Due 6/12/09	Gov. Securities	Self	N/A	Interest $2,501 - $5,000
Federal Home Loan Banks	Gov. Securities	Self	$100,001 - $250,000	Interest $2,501 - $5,000
Federal Home Loan Banks	Gov. Securities	Self	$100,001 - $250,000	Interest
Foxborough Mass GO School Bonds Foxborough, MA, US	Gov. Securities	Self	$50,001 - $100,000	Interest
General Electric Co.(GE)	Stocks	Self	N/A	Dividends $201 - $1,000
Harbor International Fund	Mutual Funds	Self	$1,001 - $15,000	None
Hewlett Packard Co.(HPQ)	Stocks	Self	N/A	Dividends $1 - $200
International Business Machines(IBM)	Stocks	Self	$5,001 - $15,000	Dividends/Capital Gains $5,001 - $15,000
iShares Trust S&P 500 Index(IVV)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
iShares Barclays 1-3 Year Treasury Bond Fund(SHY)	ETFs	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
John Hancock Large Cap Core Plus Fund	Mutual Funds	Self	$100,001 - $250,000	None
Kellogg Co.(K)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Massachusetts Bay Transportation Authority Massachusetts, US	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Massachusetts State GO Bonds 2014 Massachusetts, US	Gov. Securities	Self	$50,001 - $100,000	None
Massachusetts State GO Bond Due 10/1/12 Massachusetts, US	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Massachusetts St Wtr Pollutn A	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Microsoft Corp.(MSFT)	Stocks	Self	N/A	Dividends $201 - $1,000
Nokia Corp.(NOK)	Stocks	Self	N/A	Dividends $1 - $200
NSTAR Electrical & Gas Corp.	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $5,001 - $15,000
PepsiCo Inc.(PEP)	Stocks	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
PIMCO Foreign Bond Fund Unhedged	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
PIMCO Total Return Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Proctor & Gamble Co.(PG)	Stocks	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
Somerville Mass Due 2/15/09 Somerville, MA, US	Gov. Securities	Self	N/A	Interest $1,001 - $2,500
Bond Gold Mass Due 8/1/09 Massachusetts, US	Gov. Securities	Self	N/A	Interest $2,501 - $5,000
Sysco Corp.(SYY)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Target Corp.(TGT)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Toronto Dominion Bank Ontario(TD) Ontario, Canada	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
United States Treasury Int United States	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
United Technologies Corp(UTX)	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Verizon Communications Inc.(VZ)	Stocks	Self	N/A	Dividends $1 - $200
Wellesley Mass Due 6/15/13 Wellesley, MA, US	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Wells Fargo & Co New(WFC)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Enterprise Bank and 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).