Sam Farr

Sam Farr Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 16, 2011. Includes 22 assets.

Est. Net Worth
$2M
2011 annual disclosure
Total Assets
$1.2M - $2.8M
22 assets
Total Liabilities
$0
0 liabilities
Total Trades
18
From PTR filings
Trade Volume
$283K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$2.2M
2009$4.1M
2010$4.1M
2011$2M
2012$2.5M
2013$2.2M

Assets by Category

LLC / Partnership$791K (3)
Real Estate$583K (3)
Stocks$406K (9)
Other$108K (2)
Retirement & Pension$98K (3)
Bank & Cash$16K (2)

Top Stock Holdings (from trades)

All Assets (22)

AssetValue
$15,001 - $50,000
Charles Schwab Money Market Account
$1,001 - $15,000
Charles Schwab Money Market Fund (held in IRA)
$15,001 - $50,000
Chevy Chase Land Company
$50,001 - $100,000
$50,001 - $100,000
Congressional Federal Credit Union (IRA account)
$15,001 - $50,000
Congressional Federal Credit Union (Savings and Checking)
$1,001 - $15,000
Davis Fitt Association
$15,001 - $50,000
$50,001 - $100,000
N/A
$50,001 - $100,000
$50,001 - $100,000
$15,001 - $50,000
Interest - CA State Retirement System (includes CalPERS)
$15,001 - $50,000
Lots 7-9, 10 (SE corner of Santa Rosa & Camino Real)
Carmel, CA, US
$250,001 - $500,000
$1,001 - $15,000
$15,001 - $50,000
Point 16 Big Sur, CA LLC - Membership Interest (Shanalands Investment Company)
Big Sur, CA, US
$500,001 - $1,000,000
Shanalands Investment Company
$1,001 - $15,000
Sosnsten's Resort Partnership Interest
$15,001 - $50,000
Tahoe Cabin
$15,001 - $50,000
Vista Lobos Apartments
$100,001 - $250,000

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).
Sam Farr Net Worth & Financial Disclosure 2011: Assets & Portfolio | Congress Stock Tracker