Pete Olson Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 13, 2011. Includes 44 assets.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$1.7M

2011 annual disclosure

Total Assets

$930K - $2.5M

44 assets

Total Liabilities

0 liabilities

Total Trades

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$1.1M (30)

Other$350K (4)

ETFs$248K (4)

Bank & Cash$33K (1)

Insurance$33K (1)

Retirement & Pension$16K (2)

Stocks$8K (2)

Top Stock Holdings (from trades)

T Rowe Price New Asia FundPRASX

$41K

SPDR S&P 500SPY

$33K

All Assets (44)

Asset	Type	Owner	Value	Income
Bank of America	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
BlackRock Latin America Fund (MALTX)	Mutual Funds	Self	$1,001 - $15,000	Capital Gains/Dividends $1,001 - $2,500
Bear Cannon Oil Co., Inc.	Other	Self	N/A	Royalties $2,501 - $5,000
Columbia Portfolio Builder Moderate Aggressive Fund Class A	Mutual Funds	Self	$15,001 - $50,000	None
DFA International Small Company Fund (DFISX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
DFA One Year Fixed Income Fund (DFIHX)	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $201 - $1,000
Excepted Trust (f)	Other	Self	$100,001 - $250,000	None
Excepted Trust (f)	Other	Self	$100,001 - $250,000	None
Excepted Trust (Peter G. Olson Trust)	Other	Self	N/A	Excepted Trust $15,001 - $50,000
Fidelity Canada Fund (FICDX)	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
iShares MSCI Japan Index (EWJ)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares S&P Small Cap Index Fund (IJR)	ETFs	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
iShares MSCI Australia Index Fund (EWA)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
JP Morgan Small Cap Value (VSOPX)	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
JPMorgan US Real Estate (SUEX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
Lord Abbett Bond Debenture Fund A (IRA)	Retirement & Pension	Self	$1,001 - $15,000	None
Lord Abbett Mid-Cap Value Fund A (IRA)	Retirement & Pension	Self	$1,001 - $15,000	None
Matthews Pacific Tiger Fund (MAPTX)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Morgan Stanley Intl Real Estate (MSIRX)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Morgan Stanley US Real Estate (MSUSX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Oakmark Intl Small Cap Fund(OAKEX)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Riversource Variable Universal Life	Insurance	Self	$15,001 - $50,000	None
Royce Premier Fund(RYPRX)	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Royce Premier Fund(RYRPX)	Mutual Funds	Self	$1,001 - $15,000	None
Royce Total Return Fund(RYTRX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Royce Dividend Opportunity Fund Class A(RYOFX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
CLS Mid Cap Value Fund Class A(CMDVX)	Mutual Funds	Self	N/A	None
RVS Portfolio Builder Moderate	Mutual Funds	Self	$50,001 - $100,000	None
American Funds New Perspective Fund Class A(ANWPX)	Mutual Funds	Self	$100,001 - $250,000	None
Schwab Adv. Cash Reserve(SWVXX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Schwab AMT Tax-Free Money Fund(SWTXX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains/Interest $1 - $200
Seligman Global Technology Fund(SIGTX)	Mutual Funds	Self	N/A	Capital Gains $5,001 - $15,000
Sprint(S)	Stocks	Self	N/A	None
Signal Hill Petroleum Inc.	Stocks	Self	$1,001 - $15,000	Royalties $1,001 - $2,500
SPDR S&P 500(SPY)	ETFs	Self	$100,001 - $250,000	Dividends/Capital Gains $5,001 - $15,000
T Rowe Price International(PRIDX)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
T Rowe Price Japan Fund(PRJPX)	Mutual Funds	Self	N/A	Capital Gains $2,501 - $5,000
T Rowe Price New Asia Fund(PRASX)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
T Rowe Price New Era Fund(PRNEX)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
T Rowe Price Global Equity Fund(GIGCX)	Mutual Funds	Self	N/A	None
U.S. Global Investors Global Resources Fund(PSPFX)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Vanguard Energy Fund(VGENX)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Vanguard Euro Stock Index(VEUSX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Vanguard Short Term Tax Exempt(VWSTX)	Mutual Funds	Self	$15,001 - $50,000	Interest $1 - $200

Trading Sector Allocation (from PTR trades)

Financial Services$89K

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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).