Nita M. Lowey Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 73 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$34.3M

2008 annual disclosure

Total Assets

$13.4M - $55.1M

73 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$20.9M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$34.3M
2009	$35.7M
2009	$51.5M
2010	$39M
2011	$53.3M
2011	$77.1M
2012	$47.4M
2013	$34.3M

Assets by Category

LLC / Partnership$20M (13)

Mutual Funds$4.7M (7)

Retirement & Pension$4.4M (5)

Bank & Cash$3.4M (3)

Stocks$1.3M (41)

Gov. Securities$525K (3)

Other$0 (1)

Top Stock Holdings (from trades)

All Assets (73)

Asset	Type	Owner	Value	Income
3M Co.(MMM)	Stocks	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
3M or Minnesota Mining(MMM)	Stocks	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
Abbott Labs(ABT)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Acme Comm. Inc.	Stocks	Spouse	$1,001 - $15,000	Dividends/Other (liquidation distribution) $1,001 - $2,500
AIG(AIG)	Stocks	Joint	$15,001 - $50,000	None
American Express(AXP)	Stocks	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Amgen(AMGN)	Stocks	Joint	$15,001 - $50,000	None
Anheuser Busch(BUD)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Apple(AAPL)	Stocks	Joint	$50,001 - $100,000	None
Arbiter Partners	Retirement & Pension	Spouse	$1,000,001 - $5,000,000	Dividends/Interest/Capital Gains/Other Business Income $100,001 - $1,000,000
Avatar Holdings(AVH)	Stocks	Spouse	$1,001 - $15,000	None
Bear Stearns (municipal bonds)	Gov. Securities	Spouse	$100,001 - $250,000	Interest/Dividends $5,001 - $15,000
Brownstone Catalyst Fund - IRA	Retirement & Pension	Spouse	$500,001 - $1,000,000	None
Cadogan Partners	Retirement & Pension	Spouse	$100,001 - $500,000	None
Canadian Natural Resources(CNQ)	Stocks	Joint	$50,001 - $100,000	Dividends $201 - $1,000
CBS Corp.(CBS)	Stocks	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
Chase Bank (checking)	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Chatham Inc.	Other	Joint	N/A	Capital Gains $5,001 - $15,000
Cisco Systems(CSCO)	Stocks	Joint	$15,001 - $50,000	None
Citibank Checking and Savings	Bank & Cash	Joint	$250,001 - $500,000	Interest $5,001 - $15,000
Citigroup(C)	Stocks	Joint	N/A	Dividends $1,001 - $2,500
Citigroup Smith Barney IRA (previously Smith Barney Citigroup)	Retirement & Pension	Self	$100,001 - $250,000	Dividends/Interest $5,001 - $15,000
Citizens Comm. Bancorp(CZWI)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Coca-Cola Co(KO)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Costco(COST)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Crowley Maritime	Stocks	Spouse	N/A	None
Diker Micro Value Fund	Mutual Funds	Spouse	$250,001 - $500,000	Capital Gains/Interest/Dividends $15,001 - $50,000
Dresser Rand Group(DRC)	Stocks	Joint	$50,001 - $100,000	None
Federal Home Discount Note (10/30/?? note)	Gov. Securities	Joint	$100,001 - $250,000	Other (discount) $1 - $200
Forman Theaters LLC (Forman/The Kaufman Fund - IRA) Amendment	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	Capital Gains/Interest/Dividends $100,001 - $1,000,000
Fidelity	Bank & Cash	Joint	$1,000,001 - $5,000,000	Interest/Dividends $5,001 - $15,000
First Data Corp(FDC)	Stocks	Joint	N/A	Dividends/Capital Gains $5,001 - $15,000
Foster LB Co.	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
FPL Group(FPL)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
General Electric(GE)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Glickenhaus & Co.	LLC / Partnership	Joint	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
Glickenhaus & Co. - Trad Fund	Mutual Funds	Joint	$100,001 - $250,000	Dividends/Interest $15,001 - $50,000
Helmerich & Payne(HP)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
IBM(IBM)	Stocks	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Ingalls & Snyder Value Fund	Mutual Funds	Spouse	$1,000,001 - $5,000,000	Interest/Capital Gains $100,001 - $1,000,000
Ingersoll Rand(IR)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
International Speedway(ISCA)	Stocks	Joint	N/A	Dividends $1 - $200
JP Morgan Chase(JPM)	Stocks	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
Kohl's (see footnote)(KSS)	Stocks	Joint	$15,001 - $50,000	None
Lehman Bros Instl Liquidity Fund	Mutual Funds	Joint	$1,001 - $15,000	Interest $201 - $1,000
Lowey Dannenberg Bompad & Selinger (Consulting firm)	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	Dividends/Interest/Capital Gains $50,001 - $100,000
Lowey Dannenberg Cohen & Hart, PC (formerly Lowey Dannenberg Bemporad & Selinger, P.C.)	LLC / Partnership	Spouse	$250,001 - $500,000	Interest $50,001 - $100,000
Selinger P.C. (Lowey family investment LLC)	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	Capital Gains/Other $1,000,001 - $5,000,000
M.D. Sass Multistrategy	Mutual Funds	Joint	$100,001 - $250,000	Gains/Interest $15,001 - $50,000
M.D. Sass Macquarie Financial Strategies (change of name)	Mutual Funds	Spouse	$500,001 - $1,000,000	None/Capital Gains $15,001 - $50,000
Microsoft(MSFT)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Microsoft(MSFT)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Mull Investments - Millcap Advisors	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	Interest/Dividends $5,001 - $15,000
Newmont Mining(NEM)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Novartis(NVS)	Stocks	Joint	N/A	Dividends $201 - $1,000
NY Municipal Cash Fund (formerly Alliance Muni Tr)	Mutual Funds	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
NYS Deferred Compensation Plan / 401K	Retirement & Pension	Self	$100,001 - $250,000	Dividends/Interest $5,001 - $15,000
Occidental Petroleum(OXY)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Oppenheimer & Close Limited Partnership	LLC / Partnership	Spouse	$250,001 - $500,000	Capital Gains/Dividends $15,001 - $50,000
Oppenheimer & Spence Limited Partnership	LLC / Partnership	Spouse	$500,001 - $1,000,000	Dividends/Capital Gains/Interest $15,001 - $50,000
P. Oppenheimer Investment Partnership	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	Dividends/Capital Gains/Interest $100,001 - $1,000,000
Pfizer(PFE)	Stocks	Spouse	$15,001 - $50,000	None
Regeneron Pharmaceuticals(REGN)	Stocks	Joint	$1,001 - $15,000	None
SAIC(SAIC)	Stocks	Joint	$15,001 - $50,000	None
Santa Monica Farms	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	Capital Gains/Dividends/Interest $15,001 - $50,000
Schlachter-Price	LLC / Partnership	Spouse	$250,001 - $500,000	Dividends $5,001 - $15,000
Seacor Holdings(CKH)	Stocks	Spouse	$50,001 - $100,000	None
Teppo Partners LP	LLC / Partnership	Joint	$15,001 - $50,000	Capital Gains $2,501 - $5,000
Time Warner(TWX)	Stocks	Joint	N/A	Dividends $1 - $200
United States Treasury Bills	Gov. Securities	Spouse	$100,001 - $250,000	Interest $5,001 - $15,000
Walgreen(WBA)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Wells Fargo(WFC)	Stocks	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
Welsford RI Pty	LLC / Partnership	Spouse	N/A	Capital Gains $5,001 - $15,000

Trading Sector Allocation (from PTR trades)

Communication Services$65K

Consumer Cyclical$40K

Technology$228K

Industrials$106K

Financial Services$252K

Consumer Defensive$33K

Basic Materials$41K

Energy$108K

Healthcare$65K

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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).