Peter A. DeFazio

Peter A. DeFazio Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 11, 2010. Includes 23 assets and 3 liabilities.

Est. Net Worth
$4.4M
2010 annual disclosure
Total Assets
$1.9M - $7.1M
23 assets
Total Liabilities
$80K - $200K
3 liabilities
Total Trades
14
From PTR filings
Trade Volume
$196K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008-$218K
2009$18.9M
2009$923K
2010$4.4M
2011$2.6M
2012$1.7M
2013$1.1M

Assets by Category

Retirement & Pension$3.5M (8)
Real Estate$725K (3)
Mutual Funds$156K (5)
Bank & Cash$115K (6)
Stocks$8K (1)

Top Stock Holdings (from trades)

All Assets (23)

AssetValue
Seico Co
$1,001 - $15,000
ASB Bank
$1,001 - $15,000
Cape Cod Five Cents Savings Bank
$1,001 - $15,000
Bank of New Zealand
$1,001 - $15,000
Oakmark Select Fund
$1,001 - $15,000
Wright Pattman FCU
$1,001 - $15,000
$1,001 - $15,000
N/A
$1 - $1,000
Rental Income - 14 Astaire Hempelman Drive
Akaroa, NZ
$100,001 - $250,000
53880 Pine Grove (1/2 share)
Lapine, OR, US
$100,001 - $250,000
Thrift Savings Plan (TSP)
$1,000,001 - $5,000,000
Rental - 335 Anakawa Drive
Akaroa, Springfield, OR, US
$250,001 - $500,000
Pacific Cascade FCU
$1,001 - $15,000
IRA Ameritrade Oakmark Equity Income
$15,001 - $50,000
Bank Of New Zealand
New Zealand
$50,001 - $100,000
Sentinel Balanced Fund
$50,001 - $100,000
ING Templeton Global Bond Fund (Deferred Compensation)
$1,001 - $15,000
ING PIMCO Total Return (Deferred Compensation)
$15,001 - $50,000
Deferred Compensation - ING Fidelity Contra Fund
$50,001 - $100,000
Deferred Compensation - ING Euro Pacific Growth
$15,001 - $50,000
Deferred Compensation - ING Fixed
$250,001 - $500,000
Deferred Compensation - ING Euro Pacific
$15,001 - $50,000

Liabilities (3)

CreditorTypeAmount
Countrywidemortgage$15,001 - $50,000
Bank Of New Zealand Mortgageother$15,001 - $50,000
Bank Of New Zealand Mortgageother$50,001 - $100,000

Trading Sector Allocation (from PTR trades)

Industrials$16K
Basic Materials$8K
Real Estate$16K
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).
Peter A. DeFazio Net Worth & Financial Disclosure 2010: Assets & Portfolio | Congress Stock Tracker