Peter A. DeFazio Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 7, 2013. Includes 24 assets and 4 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$1.1M

2013 annual disclosure

Total Assets

$921K - $2.1M

24 assets

Total Liabilities

$230K - $600K

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$525K (4)

Retirement & Pension$478K (5)

Mutual Funds$315K (7)

Bank & Cash$181K (6)

Stocks$9K (2)

Top Stock Holdings (from trades)

IRA Washington MutualWM

$16K

Sotherly HotelsSOHO

$16K

IRA Schnitzer SteelSCHN

$8K

All Assets (24)

Asset	Type	Owner	Value	Income
Selco Credit Union	Bank & Cash	Self	$1,001 - $15,000	None
Wright Patman FCU	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Oakmark Select Fund	Mutual Funds	Self	$15,001 - $50,000	Interest/Capital Gains $1,001 - $2,500
IRA - Schnitzer Steel(SCHN)	Stocks	Self	$1,001 - $15,000	None
IRA - Antigenics Inc(AGEN)	Stocks	Self	$1 - $1,000	None
Bank of New Zealand	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Residence Springfield Oregon Springfield, OR, US	Real Estate	Joint	$250,001 - $500,000	None
1/2 ownership 53880 Pine Ct Manzanita, OR 97130, US	Real Estate	Joint	$50,001 - $100,000	None
Rental 335 Anakiwa Drive Anakiwa, NZ	Real Estate	Joint	N/A	Rent/Capital Gains $15,001 - $50,000
1/2 rental 36 Heipiriantia 36 Hempleman Drive Akaroa, NZ	Real Estate	Joint	$50,001 - $100,000	Rent $2,501 - $5,000
Pacific Cascades FCU	Bank & Cash	Spouse	N/A	None
IRA Oakmark Equity Income	Retirement & Pension	Spouse	$15,001 - $50,000	Tax-Deferred
Sentinel Balanced Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends/Capital Gains $5,001 - $15,000
Bank of New Zealand New Zealand	Bank & Cash	Spouse	$50,001 - $100,000	Interest $201 - $1,000
Deferred Comp ING Fixed	Retirement & Pension	Spouse	$250,001 - $500,000	Tax-Deferred
Deferred Comp ING American Funds Euro Pacific Growth	Retirement & Pension	Spouse	$15,001 - $50,000	Tax-Deferred
ING Templeton Global Bond	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
ING PIMCO Total Return Inst	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
ING Deferred Comp Fidelity Contra Fund	Retirement & Pension	Spouse	$25,000 - $50,000	Tax-Deferred
ING Deferred Comp Vanguard Mid Cap	Retirement & Pension	Spouse	N/A	Tax-Deferred
ING Deferred Compensation / Vanguard Institutional Index Fund	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
ING Deferred Compensation / JP Morgan Mid Cap Growth	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
ING Deferred Compensation / Parnassus Equity Income Fund	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
SELCO Federal Credit Union	Bank & Cash	Spouse	$15,001 - $50,000	None

Liabilities (4)

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