Rick Larsen
Rick Larsen Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 17 assets and 3 liabilities.
Est. Net Worth
-$206K
2013 annual disclosure
Total Assets
$143K - $495K
17 assets
Total Liabilities
$350K - $700K
3 liabilities
Total Trades
117
From PTR filings
Trade Volume
$985K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $326K |
| 2009 | $178K |
| 2010 | $73K |
| 2011 | $502K |
| 2012 | -$527K |
| 2013 | -$206K |
Assets by Category
Mutual Funds$132K (5)
Insurance$75K (1)
Bank & Cash$41K (2)
Other$40K (5)
Retirement & Pension$32K (4)
Top Stock Holdings (from trades)
All Assets (17)
| Asset | Value |
|---|---|
AFI Cash Reserve Certificate | $15,001 - $50,000 |
Ameriprise One Financial AMEX Wealthbuilder Growth Balanced Fund Class A | $50,001 - $100,000 |
TIAA Traditional Annuity (Spouse inherited as beneficiary of father's estate) | $1,001 - $15,000 |
CREF Single Life Annuity (CREF Bond Market Account) (Spouse inherited as beneficiary of father's estate) | $1,001 - $15,000 |
CREF Single Life Annuity (Annuity/CREF Stock Account) (Spouse beneficiary of father's estate) | $1,001 - $15,000 |
CREF Single Life Annuity / CREF Stock Account (Spouse beneficiary of father's estate) | $1,001 - $15,000 |
DC/John Hancock Freedom Fund (529 Plan) | $1,001 - $15,000 |
DC/John Hancock Freedom Fund (529 Plan) | $1,001 - $15,000 |
Federal Congressional Credit Union | $1,001 - $15,000 |
Richard R Larsen IRA / Industrial Income Trust | $1,001 - $15,000 |
Farm Bureau / Wells Fargo Wealthbuilder Cash Allocation | $15,001 - $50,000 |
Richard R Larsen Roth IRA / Corporate Property Associates 18 Global | $1,001 - $15,000 |
Farm Bureau / Raymond James Equity | $1,001 - $15,000 |
RiverSource RAVA 5 Advantage Variable Annuity/VP MML Series Class 2 | $1,001 - $15,000 |
RiverSource Variable Life Insurance Moderate Aggressive C4 | $50,001 - $100,000 |
TIAA Ingrid Karen IRA Wells Allocation Allocation Builder Growth | $1,001 - $15,000 |
TIAA-CREF Social Choice Equity Core Fund Class A | $1,001 - $15,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank | mortgage | $250,001 - $500,000 |
| Everbank | mortgage | $50,001 - $100,000 |
| Everbank | mortgage | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Technology$56K
Consumer Defensive$72K
Industrials$112K
Financial Services$136K
Healthcare$104K
Utilities$32K
Energy$40K
Consumer Cyclical$40K
Retail Trade$8K
Real Estate$32K
Insurance$16K
Services$8K
Communication Services$8K
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).