Peter A. DeFazio Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed April 30, 2008. Includes 24 assets and 4 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

-$218K

2008 annual disclosure

Total Assets

$34K - $160K

24 assets

Total Liabilities

$180K - $450K

4 liabilities

Total Trades

From PTR filings

Trade Volume

$196K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	-$218K
2009	$18.9M
2009	$923K
2010	$4.4M
2011	$2.6M
2012	$1.7M
2013	$1.1M

Assets by Category

Mutual Funds$65K (2)

Bank & Cash$32K (6)

Stocks$0 (14)

Gov. Securities$0 (1)

ETFs$0 (1)

Top Stock Holdings (from trades)

IRA Washington MutualWM

$16K

Sotherly HotelsSOHO

$16K

IRA Schnitzer SteelSCHN

$8K

All Assets (24)

Asset	Type	Owner	Value	Income
Wright-Pattman FCU	Bank & Cash	Self	$1,001 - $15,000	Interest
SECCU CU	Bank & Cash	Self	$1,001 - $15,000	Interest
Bank of New Zealand	Bank & Cash	Self	$1,001 - $15,000	Interest
RBC Bank	Bank & Cash	Self	$1,001 - $15,000	Interest
VA-Commonwealth Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Oakmark Select	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Dominion Resources(D)	Stocks	Self	N/A	Dividends
Rogers Cascade Federal Credit Union	Bank & Cash	Self	N/A	Interest
State of Colorado Colorado, US	Gov. Securities	Self	N/A	Interest
Bank of New England	Bank & Cash	Self	N/A	Interest
Conoco & Baldwin	Stocks	Self	N/A	Dividends
San Juan Basin Royalty Trust(SJT)	Stocks	Self	N/A	Dividends
Exxon Corp(XOM)	Stocks	Self	N/A	Dividends
Lockheed Martin(LMT)	Stocks	Self	N/A	Dividends
RJ Reynolds	Stocks	Self	N/A	Dividends
MCI Inc	Stocks	Self	N/A	Dividends
Nucor(NUE)	Stocks	Self	N/A	Dividends
Bristol-Myers(BMY)	Stocks	Self	N/A	Dividends
Comcast Corp(CMCSA)	Stocks	Self	N/A	Dividends
iShares Dividend ETF	ETFs	Self	N/A	Dividends
AT&T(T)	Stocks	Self	N/A	Dividends
Verizon(VZ)	Stocks	Self	N/A	Dividends
Apple Inc(AAPL)	Stocks	Self	N/A	Dividends
Anheuser-Busch(BUD)	Stocks	Self	N/A	Dividends

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Citi Mortgage	mortgage	$100,001 - $250,000	—	—
Commerce	other	$15,001 - $50,000	—	—
Bank of New Mexico	other	$15,001 - $50,000	—	—
Bank of New Mexico	other	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Industrials$16K

Basic Materials$8K

Real Estate$16K

Peter A. DeFazio trades Wealthiest members Most active traders OR delegation Articles

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).