Rush Holt Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 14, 2008. Includes 19 assets and 3 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$216K

2008 annual disclosure

Total Assets

$516K - $1.2M

19 assets

Total Liabilities

$400K - $850K

3 liabilities

Total Trades

From PTR filings

Trade Volume

$1.9M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$216K
2009	-$510K
2010	$2.9M
2010	$2.4M
2011	$4.8M
2011	$1.1M
2012	$2.3M
2013	$2.7M

Assets by Category

Real Estate$550K (3)

Bank & Cash$291K (4)

Retirement & Pension$0 (2)

Mutual Funds$0 (10)

Top Stock Holdings (from trades)

NVR, Inc. Common Stock (partial sale)NVR

$33K

All Assets (19)

Asset	Type	Owner	Value	Income
Webster Bank Accounts	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Bank of America Account	Bank & Cash	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Citizens Bank	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Congress Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Rental House Washington, US	Real Estate	Self	$250,001 - $500,000	Rent $5,001 - $15,000
Rental Accounts Nevada, US	Real Estate	Self	$100,001 - $250,000	Rent $1,001 - $2,500
Vanguard Windsor Retirement	Retirement & Pension	Spouse	N/A	Dividends
TIAA Traditional Fund	Mutual Funds	Spouse	N/A	Interest
TIAA CREF Equity Index Fund	Mutual Funds	Spouse	N/A	Capital Gains
Franklin Income Fund	Mutual Funds	Spouse	N/A	Dividends
Fidelity Magellan Fund	Mutual Funds	Spouse	N/A	Capital Gains
TIAA Traditional Fund	Mutual Funds	Spouse	N/A	Interest
CREF Stock Fund 403b	Retirement & Pension	Spouse	N/A	Capital Gains
CREF Global Equities	Mutual Funds	Spouse	N/A	Capital Gains
Fidelity Real Estate	Mutual Funds	Spouse	N/A	Dividends
Spartan US Equity Index	Mutual Funds	Spouse	N/A	Capital Gains
Schroder International Value	Mutual Funds	Spouse	N/A	Capital Gains
SP Raw S&P (Timmy OR Hodges)	Mutual Funds	Spouse	N/A	Capital Gains
Farm Share - 80 acres Livingston County, IL, US	Real Estate	Spouse	N/A	Rent

Liabilities (3)

Creditor	Type	Amount	Rate	Term
M & T Bank	mortgage	$100,001 - $250,000	—	—
Wells Fargo Bank	mortgage	$250,001 - $500,000	—	—
Webster Bank	other	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$33K

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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).