Niki Tsongas Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 54 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$4.7M

2012 annual disclosure

Total Assets

$2.6M - $8.7M

54 assets

Total Liabilities

$600K - $1.3M

2 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$3.9M (3)

Mutual Funds$957K (28)

Gov. Securities$408K (7)

ETFs$281K (10)

Bank & Cash$49K (3)

Stocks$33K (2)

Retirement & Pension$8K (1)

Top Stock Holdings (from trades)

All Assets (54)

Asset	Type	Owner	Value	Income
455 Shore Road Chatham, MA, US	Real Estate	Self	$500,001 - $1,000,000	Rent $15,001 - $50,000
455 Shore Road Chatham, MA, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $15,001 - $50,000
Aston Montaga & Caswell Growth Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $2,501 - $5,000
Fidelity Cash Reserves Money Market (formerly Columbia Treasury Reserves)	Mutual Funds	Self	$50,001 - $100,000	Interest $1 - $200
Bank of America IRA Exempt Reserves (formerly Columbia Treasury Reserves)	Retirement & Pension	Self	$1,001 - $15,000	Interest $1 - $200
Columbia Acorn Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Cap Gains $1,001 - $2,500
Columbia Acorn International Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Columbia Dividend Income Fund (previously Columbia Dividend Income Fund)	Mutual Funds	Self	$50,001 - $100,000	Dividends/Cap Gains $2,501 - $5,000
Columbia Dividend Income Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Columbia Income Opportunities Fund (previously Columbia Conservative High Yield Fund)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Cap Gains $1,001 - $2,500
Columbia Large Cap Core Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Columbia Large Cap Growth Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
Columbia MA Inter Muni Bond Fund	Mutual Funds	Self	$50,001 - $100,000	Interest/Cap Gains $2,501 - $5,000
Columbia Mid Cap Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Columbia Multi-Advisor International Equity Fund	Mutual Funds	Self	$15,001 - $50,000	None
Columbia Real Estate Equity Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Cap Gains $201 - $1,000
Columbia Short Term Municipal Bond Fund	Mutual Funds	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Columbia Short Term Municipal Bond Fund (Now Columbia Bond Fund)	Mutual Funds	Self	N/A	Dividends/Cap Gains $201 - $1,000
Columbia Smallcap Core	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $201 - $1,000
Columbia US Treasury Index Fund	Mutual Funds	Self	N/A	Dividends/Cap Gains $1,001 - $2,500
Columbia Value and Restructuring Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Enron(ENRNQ)	Stocks	Self	N/A	Litigation $201 - $1,000
Enterprise Bank & Trust	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Enterprise Bank & Trust	Bank & Cash	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Falmouth, MA Falmouth, MA, US	Gov. Securities	Self	$50,001 - $100,000	None
Foxborough, MA GO School Bonds Foxborough, MA, US	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Goldman Sachs Absolute Return	Mutual Funds	Self	$1,001 - $15,000	None
Harbor International Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
iShares Barclays 1-3 Yr Credit Bond ETF	ETFs	Self	$50,001 - $100,000	Dividends/Cap Gains $1,001 - $2,500
iShares Barclays 1-3 Yr Intermediate Credit Bond Fund	Mutual Funds	Self	N/A	Dividends $1,001 - $2,500
iShares Barclays Intermediate Credit Bond Fund	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
iShares Emerging Markets Index Fund	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI Hong Kong Index Fund	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI South Korea Index Fund	ETFs	Self	$1,001 - $15,000	None
iShares MSCI Taiwan	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Silver Trust(SLV)	ETFs	Self	$1,001 - $15,000	None
iShares Trust S&P 500 Index Fund	ETFs	Self	$50,001 - $100,000	Dividends/Cap Gains $1,001 - $2,500
JP Morgan US Large Cap	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Lazard Funds Inc Emerging Markets	Mutual Funds	Self	$1,001 - $15,000	Dividends/Cap Gains $201 - $1,000
Massachusetts Bay Transportation Authority Massachusetts, US	Gov. Securities	Self	N/A	Interest $1,001 - $2,500
Massachusetts State GO Bonds 2014 Massachusetts, US	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Morgan Stanley State Health & Education	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Massachusetts State Water Resources Authority Massachusetts, US	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Staples Electrical & Gas Corp	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
PIMCO Commodity RealReturn Strategy	Mutual Funds	Self	$15,001 - $50,000	Dividends/Cap Gains $2,501 - $5,000
PIMCO Income Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
PIMCO Global Multi-Asset Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
PIMCO Total Return Fund	Mutual Funds	Self	$50,000 - $100,000	Dividends $201 - $1,000
SPDR Gold Trust Gold Shares(GLD)	ETFs	Self	$1,001 - $15,000	None
TD Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Thornburg International Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
United States Treasury Note	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Vanguard MSCI Emerging Markets ETF(VWO)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
9 Valley Mass D 61/51 Valley, MA, US	Real Estate	Self	$100,001 - $250,000	Interest $1,001 - $2,500

Liabilities (2)

Creditor	Type	Amount	Rate	Term
ENTERPRISE BANK AND TRUST	line of credit	$100,001 - $250,000	—	—
TD Bank	mortgage	$500,001 - $1,000,000	—	—

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).