Rick Larsen
Rick Larsen Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 14, 2008. Includes 19 assets.
Est. Net Worth
$326K
2008 annual disclosure
Total Assets
$136K - $516K
19 assets
Total Liabilities
$0
0 liabilities
Total Trades
121
From PTR filings
Trade Volume
$1M
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)
Other$81K (4)
Retirement & Pension$65K (6)
Bank & Cash$49K (4)
Top Stock Holdings (from trades)
All Assets (19)
| Asset | Value |
|---|---|
Federal Congressional Credit Union Savings | $1 - $1,000 |
Federal Congressional Credit Union Checking | $1,001 - $15,000 |
AE ONE Account/Checking | $1,001 - $15,000 |
AE High Yield Savings Account/Savings | $15,001 - $50,000 |
Diversified Fund Opportunity Fund | $50,001 - $100,000 |
Riversource Diversified Equity Income A | $1,001 - $15,000 |
Riversource Small Cap Value Fund | $15,001 - $50,000 |
Riversource Flexible Annuity/VIP Large Cap Equity Fund | $1,001 - $15,000 |
Riversource Flexible Annuity/VIP Flexible Fund | $1,001 - $15,000 |
Riversource Variable Life Insurance/AIV V.I. Core Equity | $15,001 - $50,000 |
Riversource Variable Life Insurance/VIP Large Cap Equity | $15,001 - $50,000 |
Richard R Larsen IRA/Riversource Diversified Equity Income Fund A | $15,001 - $50,000 |
Richard R Larsen IRA/Riversource Fundamental Value Fund A | $1,001 - $15,000 |
Richard R Larsen IRA/Riversource Fundamental Value Fund B (fund closed out in 07; converted to A shares) | N/A |
Richard R Larsen Roth IRA/Riversource Small Cap Value Fund | $1,001 - $15,000 |
Richard R Larsen Roth IRA/Riversource Small Cap Value Fund | $1,001 - $15,000 |
Tia Ingrid Larsen IRA/Riversource Large Cap Equity Fund A | $1,001 - $15,000 |
TIAA-CREF International Equity Fund B | $1,001 - $15,000 |
TIAA-CREF Large Cap Growth Index Fund A | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Technology$64K
Consumer Defensive$72K
Industrials$120K
Financial Services$136K
Healthcare$104K
Utilities$32K
Energy$40K
Consumer Cyclical$56K
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).