Peter A. DeFazio Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 9, 2011. Includes 22 assets and 4 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$2.6M

2011 annual disclosure

Total Assets

$1.9M - $4M

22 assets

Total Liabilities

$215K - $500K

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

Real Estate$1.4M (4)

Retirement & Pension$1.2M (4)

Other$158K (3)

Bank & Cash$99K (6)

Mutual Funds$83K (2)

Stocks$17K (3)

Top Stock Holdings (from trades)

IRA Washington MutualWM

$16K

Sotherly HotelsSOHO

$16K

IRA Schnitzer SteelSCHN

$8K

All Assets (22)

Asset	Type	Owner	Value	Income
SELCO credit union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Wright Patman FCU	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Cape Cod 5 Cents Savings Bank	Bank & Cash	Self	N/A	Interest $1 - $200
Oakmark Select Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Bank of New Zealand	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
ASB Bank	Bank & Cash	Self	N/A	Interest $1 - $200
Ira Schnitzer Steel(SCHN)	Stocks	Self	$1,001 - $15,000	None
Ira Antigenics Inc(AGEN)	Stocks	Self	$1 - $1,000	None
TSP	Retirement & Pension	Self	$500,001 - $1,000,000	None
Residence Springfield OR Springfield, OR, US	Real Estate	Joint	$250,001 - $500,000	None
53880 Pine Grove, Lapine Oregon (1/2 share) Lapine, OR, US	Real Estate	Joint	$50,001 - $100,000	None
36 Hempleman Drive, Akaroa NZ (1/4 share rental property) Akaroa, New Zealand	Real Estate	Joint	$100,001 - $250,000	Rent $2,501 - $5,000
2332 Takamatua Drive, Akaroa NZ Akaroa, New Zealand	Real Estate	Joint	$500,001 - $1,000,000	Rent $5,001 - $15,000
Pacific Cascade FCO(FCO)	Stocks	Spouse	$1,001 - $15,000	Interest $1 - $200
IRA Oakmark Equity Income	Retirement & Pension	Spouse	$15,001 - $50,000	None
Sentinel Balanced Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends/Capital Gains $201 - $1,000
Bank of New Zealand New Zealand	Bank & Cash	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
ING Deferred Comp - Templeton Global Bond Fund	Other	Spouse	$1,001 - $15,000	Dividends (deferred compensation) $1 - $200
ING Deferred Comp - PIMCO Total Return	Other	Spouse	$50,001 - $100,000	None
ING Deferred Comp - Fidelity Contra Fund	Other	Spouse	$50,001 - $100,000	Dividends/Capital Gains $2,501 - $5,000
ING Deferred Comp Euro Pacific Growth	Retirement & Pension	Spouse	$15,001 - $50,000	Capital Gains/Dividends $1,001 - $2,500
ING Deferred Comp Fixed	Retirement & Pension	Spouse	$250,001 - $500,000	Interest $2,501 - $5,000

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Wells Fargo	mortgage	$50,001 - $100,000	—	—
Bank of New Zealand	mortgage	$15,001 - $50,000	—	—
Bank of New Zealand	mortgage	$50,001 - $100,000	—	—
Wells Fargo	mortgage	$100,001 - $250,000	—	—

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).