Nita M. Lowey Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed June 24, 2011. Includes 72 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$35.7M

2009 annual disclosure

Total Assets

$13.7M - $57.8M

72 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

Retirement & Pension$21.1M (14)

LLC / Partnership$7.5M (6)

Mutual Funds$6.6M (6)

Bank & Cash$183K (2)

Gov. Securities$175K (2)

Stocks$170K (42)

Top Stock Holdings (from trades)

All Assets (72)

Asset	Type	Owner	Value	Income
3M Co.(MMM)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Abbott Labs.(ABT)	Stocks	Joint	N/A	Dividends $201 - $1,000
Acme Comm. Inc.	Stocks	Spouse	N/A	None
AIG(AIG)	Stocks	Joint	N/A	None
American Express(AXP)	Stocks	Joint	N/A	Dividends $1 - $200
Amgen(AMGN)	Stocks	Joint	N/A	None
Anheuser Busch(BUD)	Stocks	Spouse	N/A	Dividends $1 - $200
Apple Inc.(AAPL)	Stocks	Joint	N/A	None
Archer Partners (not self directed) - Hedge Fund	Retirement & Pension	Spouse	$1,000,001 - $5,000,000	Dividends/Capital Gains $50,001 - $100,000
Avatar Holdings	Stocks	Spouse	$1,001 - $15,000	None
Bear Stearns (muni bonds)	Gov. Securities	Spouse	N/A	Interest $2,501 - $5,000
Brownstone Catalyst Fund - IRA	Retirement & Pension	Spouse	$1,000,001 - $5,000,000	Capital Gains $50,001 - $100,000
Cadigan Partners	Retirement & Pension	Spouse	$250,001 - $500,000	None
Canadian Natural Resources(CNQ)	Stocks	Joint	N/A	None
CBS Corp.(CBS)	Stocks	Joint	N/A	None
Celera Corp.(CRA)	Stocks	Joint	N/A	None
Chase Bank (checking)	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Cisco Systems(CSCO)	Stocks	Joint	N/A	None
Citibank Checking and Savings	Bank & Cash	Joint	$100,001 - $250,000	Interest $5,001 - $15,000
Citizens Comm. Bancorp	Stocks	Spouse	N/A	Dividends $1 - $200
Coca-Cola Co.(KO)	Stocks	Joint	N/A	None
Costco(COST)	Stocks	Joint	N/A	Dividends $1 - $200
Diker Micro-Value Fund	Mutual Funds	Spouse	$250,001 - $500,000	Capital Gains/Dividends/Interest $1,001 - $2,500
Dresser-Rand Group Inc.(DRC)	Stocks	Joint	N/A	None
Federated Kaufmann Mutual Fund - IRA	Retirement & Pension	Spouse	$1,000,001 - $5,000,000	None
Fidelity Money Market Fund	Mutual Funds	Joint	$1,000,001 - $5,000,000	Interest/Dividends $15,001 - $50,000
FPL Group(NEE)	Stocks	Joint	N/A	None
General Electric(GE)	Stocks	Joint	N/A	None
Genzyme(GENZ)	Stocks	Joint	N/A	None
Glickenhaus & Co.	LLC / Partnership	Joint	$15,001 - $50,000	None
Glickenhaus & Co. - Triad Fund	Mutual Funds	Joint	$50,001 - $100,000	None
Helmerich & Payne(HP)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
IBM(IBM)	Stocks	Joint	N/A	Dividends $1 - $200
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	N/A	None
Johnson & Johnson(JNJ)	Stocks	Spouse	$15,001 - $50,000	Dividends/Capital Gains $1 - $200
Johnson & Johnson(JNJ)	Stocks	Joint	N/A	None
JP Morgan Chase(JPM)	Stocks	Joint	N/A	Dividends $201 - $1,000
Kohls(KSS)	Stocks	Joint	N/A	None
Kraft Foods(KFT)	Stocks	Spouse	$15,001 - $50,000	Capital Gains/Dividends $201 - $1,000
Lehman Bros Inst Liquidity Fund	Mutual Funds	Joint	N/A	None
Lincoln National Corp(LNC)	Stocks	Joint	N/A	None
Lowey Dannenberg Bemporad & Selinger Profit Sharing Plan	Retirement & Pension	Spouse	$1,000,001 - $5,000,000	Dividends/Interest/Capital Gains $50,001 - $100,000
Lowey Dannenberg Cohen & Hart PC Ownership Interest in law firm	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	See Schedule I
M.D. Sass Investors LLC	LLC / Partnership	Joint	$1,000,001 - $5,000,000	Capital Gains $100,001 - $1,000,000
M.D. Sass Multistrategy (not self directed) - Hedge Fund	Retirement & Pension	Joint	$250,001 - $500,000	Capital Gains/Interest $15,001 - $50,000
M.D. Sass/Macquarie Financial Strategies - Private Equity Fund	Retirement & Pension	Spouse	$500,001 - $1,000,000	None
Microsoft(MSFT)	Stocks	Spouse	N/A	None
Microsoft(MSFT)	Stocks	Joint	N/A	None
MML Investments (not self directed) - Hedge Fund	Retirement & Pension	Spouse	$1,000,001 - $5,000,000	None
Cow SIK Route Fund - Private Equity Fund (not self directed)	Retirement & Pension	Spouse	$100,001 - $250,000	None
Newmont Mining(NEM)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Nordstrom(JWN)	Stocks	Joint	N/A	None
NY Muni Cash Fund	Mutual Funds	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Tollroad Compensation Plan 401K	Retirement & Pension	Joint	$50,001 - $100,000	Dividends/Interest $5,001 - $15,000
Occidental Petroleum(OXY)	Stocks	Joint	N/A	None
Omnicom(OMC)	Stocks	Joint	N/A	Dividends $1 - $200
Oppenheimer & Close IRA (not self directed) - Oppenheimer Main St Mid Cap (not self directed)	Retirement & Pension	Spouse	$100,001 - $250,000	N/A
Paladin Group Limited Partnership (not self directed) - Hedge Fund	LLC / Partnership	Spouse	$500,001 - $1,000,000	Capital Gains/Interest/Dividends $50,001 - $100,000
Owl Creek & Sparrow Investment LP (not self directed) - Hedge Fund	LLC / Partnership	Spouse	$500,001 - $1,000,000	Distributions/Capital Gains/Interest $100,001 - $1,000,000
P. Oppenheimer Investment Fund (not self directed) - Hedge Fund	Retirement & Pension	Spouse	$1,000,001 - $5,000,000	Dividends/Capital Gains/Interest $15,001 - $50,000
Pequot Partners Fund (not self directed) - Hedge Fund I directed	Retirement & Pension	Spouse	$500,001 - $1,000,000	Dividends/Capital Gains/Interest $5,001 - $15,000
Pfizer(PFE)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Range Resources(RRC)	Stocks	Joint	N/A	None
Regeneron(REGN)	Stocks	Joint	N/A	None
SAIC(SAIC)	Stocks	Joint	N/A	None
Santa Monica Ptnrs (not self directed) - Hedge Fund Salick/Price	Retirement & Pension	Spouse	$250,001 - $500,000	None
Seacor Holdings(CKH)	Stocks	Spouse	$15,001 - $50,000	None
Superior Industries(SUP)	Stocks	Spouse	$1,001 - $15,000	Capital Gains/Dividend $201 - $1,000
Teppo Partners LP	LLC / Partnership	Joint	N/A	Capital Gains $1 - $200
United States Treasury Bills	Gov. Securities	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Walgreens(WBA)	Stocks	Joint	N/A	Dividends $1 - $200

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).