Sam Farr
Sam Farr Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 37 assets and 1 liabilities.
Est. Net Worth
$2.2M
2013 annual disclosure
Total Assets
$1.6M - $3.6M
37 assets
Total Liabilities
$250K - $500K
1 liabilities
Total Trades
18
From PTR filings
Trade Volume
$283K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $2.2M |
| 2009 | $4.1M |
| 2010 | $4.1M |
| 2011 | $2M |
| 2012 | $2.5M |
| 2013 | $2.2M |
Assets by Category
Real Estate$1.2M (3)
LLC / Partnership$866K (4)
Stocks$336K (20)
Retirement & Pension$116K (3)
Mutual Funds$65K (5)
Other$33K (1)
Bank & Cash$8K (1)
Top Stock Holdings (from trades)
All Assets (37)
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Charles Schwab Money Market Fund (held in IRA) | $1,001 - $15,000 |
Charles Schwab Money Market Fund | $1,001 - $15,000 |
Chevy Chase Land Company | $15,001 - $50,000 |
| $50,001 - $100,000 | |
Congressional Federal Credit Union (IRA Account) | $50,001 - $100,000 |
Congressional Federal Credit Union (Savings and Checking Accounts) | $1,001 - $15,000 |
Dew's Flat Association | $15,001 - $50,000 |
| N/A | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| N/A | |
Interest - CA State Retirement System (State Legislative Retirement) | $15,001 - $50,000 |
Lots 7, 9, 10 (SE corner of Carmet & Camino Real) Carmel, CA, US | $500,001 - $1,000,000 |
American Balanced Fund (held in Schwab IRA) | $1,001 - $15,000 |
Point 16, Big Sur, CA LLC Big Sur, CA, US | $500,001 - $1,000,000 |
Shamrock Investment Company | $1,001 - $15,000 |
Sonnenars Resort Partnership Interest | $50,001 - $100,000 |
Tahoe Cabin | $15,001 - $50,000 |
| $15,001 - $50,000 | |
Vanguard Index 500 Fund (held in Schwab IRA) | $15,001 - $50,000 |
Vanguard Intermediate Term Tax Exempt Fund (held in Schwab IRA) | $1,001 - $15,000 |
Vanguard Total Stk Mkt Fund (held in Schwab IRA) | $1,001 - $15,000 |
Vista Lobos Apartments | $250,001 - $500,000 |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank | mortgage | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
Industrials$97K
Energy$41K
Financial Services$8K
Consumer Defensive$8K
Technology$8K
Healthcare$41K
Consumer Cyclical$33K
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).