Pete Olson
Pete Olson Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed January 27, 2010. Includes 46 assets.
Est. Net Worth
$1.4M
2009 annual disclosure
Total Assets
$696K - $2M
46 assets
Total Liabilities
$0
0 liabilities
Total Trades
62
From PTR filings
Trade Volume
$958K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2009 | $1.4M |
| 2009 | $136K |
| 2010 | $1.2M |
| 2011 | $1.7M |
| 2012 | $1.2M |
| 2013 | $2.2M |
Assets by Category
Mutual Funds$595K (37)
Bank & Cash$375K (1)
Other$350K (3)
ETFs$49K (4)
Real Estate$0 (1)
Top Stock Holdings (from trades)
All Assets (46)
| Asset | Value |
|---|---|
| $250,001 - $500,000 | |
Blackrock Latin America (MALTX) | $1,001 - $15,000 |
Fidelity VIP III MCap | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
iShares S&P North America Fund (IGF) | $1,001 - $15,000 |
iShares TR S&P Small Cap | $15,001 - $50,000 |
Janus Aspen International Gr | $1,001 - $15,000 |
Japan Fund Class S (JSPNX) | N/A |
JP Morgan US Real Estate Select (SUEX) | $1,001 - $15,000 |
JP Morgan US Real Estate Select (SUEX) | $1,001 - $15,000 |
Lazard International Small Cap (LZISX) | $15,001 - $50,000 |
Lord Abbett Bond-Debenture Fund-A | $1,001 - $15,000 |
Managers Mid-Cap Value Fund-A | $15,001 - $50,000 |
Managers Small Cap Fund | N/A |
Morgan Stanley Instl Intl Real Estate (MSUIX) | $1,001 - $15,000 |
Morgan Stanley Instl Intl Real Estate (MSUIX) | $1,001 - $15,000 |
Morgan Stanley Instl Intl Real Estate (MSUSX) | $1,001 - $15,000 |
Morgan Stanley US Real Estate (MSUSX) | $1,001 - $15,000 |
Morgan Stanley US Real Estate (MSUSX) | $1,001 - $15,000 |
Oppenheimer Main Street Small Cap Fund Class A | N/A |
Oppenheimer International MidCap Fund Class A | N/A |
Oppenheimer Rising Dividends Fund, Inc. Class A | N/A |
Qualified Excepted Trust | N/A |
Qualified Excepted Trust | $100,001 - $250,000 |
Qualified Excepted Trust | $100,001 - $250,000 |
Royce Premier Fund (RYPRX) | $1,001 - $15,000 |
Royce Premier Fund (RYPIX) | $1,001 - $15,000 |
Royce Total Return Fund (RYTRX) | $1,001 - $15,000 |
Ivy Science & Technology Fund Class A (IAXAX) | $1,001 - $15,000 |
RVS Dividend Opportunity Fund Class A (RVDIX) | $1,001 - $15,000 |
RVS Global Natural Resources Fund Class A (RGNAX) | $1,001 - $15,000 |
RVS Mid Cap Value Fund Class A (AMVAX) | $1,001 - $15,000 |
RVS VP Div Eq Inc Fund | $1,001 - $15,000 |
Sale of 8203 Strong Spring Court Annandale, VA, US | N/A |
Schwab Adv Cash Reserve (SWVXX) | $15,001 - $50,000 |
Schwab Value Advantage Money Fund (SWVXX) | $100,001 - $250,000 |
| $15,001 - $50,000 | |
T Rowe Price International (PRITX) | $1,001 - $15,000 |
T Rowe Price New Asia Fund (PRASX) | $15,001 - $50,000 |
Third Ave Value Port | $1,001 - $15,000 |
Threadneedle VP Emerging Markets | $1,001 - $15,000 |
US Global Investment Fund (PSPFX) | $1,001 - $15,000 |
Gabelli Energy Fund (GAGEX) | $15,001 - $50,000 |
Vanguard Euro Stock Index (VEUSX) | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$89K
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).