Rick Larsen
Rick Larsen Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 7, 2009. Includes 17 assets.
Est. Net Worth
$178K
2009 annual disclosure
Total Assets
$44K - $311K
17 assets
Total Liabilities
$0
0 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$73K (6)
Retirement & Pension$56K (7)
Bank & Cash$49K (4)
Top Stock Holdings (from trades)
All Assets (17)
| Asset | Value |
|---|---|
AE High Yield Savings Account/Savings | $15,001 - $50,000 |
AE ONE Account/Checking | $1,001 - $15,000 |
Federal Congressional Credit Union/Checking | $1,001 - $15,000 |
Federal Congressional Credit Union/Savings | $1 - $1,000 |
Richard R Larsen Diversified Equity Income Fund | $1,001 - $15,000 |
Richard R Larsen Value Fund A | $1,001 - $15,000 |
IRA/Riversource Small Cap Value Fund | $1,001 - $15,000 |
Richard R Larsen Roth IRA/Riversource Small Cap Value Fund | $1,001 - $15,000 |
Riversource Diversified Equity Income A | $1,001 - $15,000 |
Riversource Dividend Opportunity Fund A | $15,001 - $50,000 |
Riversource Flexible Annuity VP Large Cap Equity | $1,001 - $15,000 |
Riversource Flexible Annuity VP Small Cap Value Fund A | $1,001 - $15,000 |
Riversource Variable Life Insurance/All M.V.I. Core Equity | $1,001 - $15,000 |
Insurance/IV Large Cap Equity | $1,001 - $15,000 |
Tia Ingrid Karlen IRA/Riversource Large Cap Equity Fund A | $1,001 - $15,000 |
Tia Ingrid Karlen Trust/Riversource Large Cap Equity Fund B | $1,001 - $15,000 |
Tia C Karlen Trust/Riversource Fundamental Value Fund A | $1,001 - $15,000 |
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).