Rick Larsen

Rick Larsen Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 15 assets and 3 liabilities.

Est. Net Worth
-$527K
2012 annual disclosure
Total Assets
$151K - $444K
15 assets
Total Liabilities
$550K - $1.1M
3 liabilities
Total Trades
117
From PTR filings
Trade Volume
$985K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$326K
2009$178K
2010$73K
2011$502K
2012-$527K
2013-$206K

Assets by Category

Insurance$91K (3)
Other$76K (2)
Bank & Cash$66K (4)
Retirement & Pension$49K (4)
Mutual Funds$16K (2)

Top Stock Holdings (from trades)

All Assets (15)

AssetValue
Ameriprise One Account/Checking
$15,001 - $50,000
Ameriprise One Account/Saving
$15,001 - $50,000
Ameriprise One Financial Account/Wealthbuilder
$50,001 - $100,000
Federal Congressional Credit Union/Checking
$1 - $1,000
Federal Congressional Credit Union/Savings
$1 - $1,000
Per Karen/John Hancock Freedom Fund 529
$1 - $1,000
Richard R Larsen IRA/Wells Fargo Wealthbuilder Growth Fund A
$15,001 - $50,000
Richard R Larsen Roth IRA/Wells Fargo Wealthbuilder Equity
$1,001 - $15,000
Riverside Flexible Annuity/Dynamic Equity
$1,001 - $15,000
Riverside Variable Life Annuity/VP Balanced Fund
$1,001 - $15,000
Riverside Variable Life Annuity/Aggressive C14
$50,001 - $100,000
John Hancock Freedom Fund 529
$1 - $1,000
Tia Ingrid Karen IRA/Wells Fargo Wealthbuilder Growth Allocation
$1,001 - $15,000
Tia Ingrid Karen Trust Account Core Fund A (Merger from RVS Core Fund & Fundamental Value Fund A)
$1,001 - $15,000
Tia Ingrid Karen TSCARVS Fundamental Value Fund A
$1,001 - $15,000

Liabilities (3)

CreditorTypeAmount
Wells Fargo Bankmortgage$250,001 - $500,000
Everbankmortgage$50,001 - $100,000
Wells Fargo Bankmortgage$250,001 - $500,000

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).