S. Joseph Simitian Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 20, 2013. Includes 16 assets.

Year:

2013

Est. Net Worth

$780K

2013 annual disclosure

Total Assets

$460K - $1.1M

16 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Stocks$498K (8)

Bank & Cash$208K (4)

Retirement & Pension$75K (3)

Real Estate$0 (1)

All Assets (16)

Asset	Type	Owner	Value	Income
Wells Fargo Bank Accounts	Bank & Cash	Self	N/A	Interest
401K/457 Plus Program	Retirement & Pension	Self	N/A	None
State of CA Savings California, US	Bank & Cash	Self	N/A	Interest
California Public Employees Retirement System California, US	Retirement & Pension	Self	N/A	None
Chapter 5 Corp, Public	Stocks	Self	N/A	Dividends
Real Property Sacramento, CA, US	Real Estate	Self	N/A	Rent
Desert Private Bank & Trust CD & Checking Palo Alto, CA, US	Bank & Cash	Spouse	$100,001 - $250,000	Interest $1 - $200
City National Bank Checking Palo Alto, CA, US	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
Apple Inc. Stock(AAPL)	Stocks	Spouse	$100,001 - $250,000	Dividends $1 - $200
Apple Inc. Stock (IRA)(AAPL)	Retirement & Pension	Spouse	$50,001 - $100,000	Dividends $1 - $200
AT&T Stock(T)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Facebook, Inc. Stock(META)	Stocks	Spouse	$50,001 - $100,000	Dividends $1 - $200
General Electric Stock(GE)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Johnson & Johnson Stock(JNJ)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Procter & Gamble Stock(PG)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Qualcomm, Inc. Stock(QCOM)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200

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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).