Sam Farr
Sam Farr Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 34 assets and 1 liabilities.
Est. Net Worth
$2.5M
2012 annual disclosure
Total Assets
$1.9M - $3.8M
34 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$791K (3)
Stocks$580K (18)
Retirement & Pension$140K (3)
Bank & Cash$83K (2)
Mutual Funds$57K (4)
Other$33K (1)
Top Stock Holdings (from trades)
All Assets (34)
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
Charles Schwab Money Market Account | $15,001 - $50,000 |
Charles Schwab Money Market and Mutual Funds (Held in IRA) | $50,001 - $100,000 |
| N/A | |
Chevy Chase Land Company | $15,001 - $50,000 |
| $50,001 - $100,000 | |
Congressional Federal Credit Union (IRA account) | $15,001 - $50,000 |
Congressional Federal Credit Union (Savings and Checking Accounts) | $50,000 - $50,000 |
Dewey's Flat Association | $15,001 - $50,000 |
| $50,000 - $50,000 | |
| $15,001 - $50,000 | |
| $50,000 - $50,000 | |
| $15,000 - $15,000 | |
| $50,001 - $100,000 | |
| $100,000 - $100,000 | |
Interest - CA State Retirement System (Legislative Retirement) | $15,001 - $50,000 |
Joint Tenancy (Residence of Santa Lucia & Camino Real) Carmel, CA, US | $500,001 - $1,000,000 |
| N/A | |
MS Global Strategic Fund (held in Schwab IRA) | $1,001 - $15,000 |
| N/A | |
Point Clear CJA LLC Membership Interest | $500,001 - $1,000,000 |
Sharlands Investment Company | $1,001 - $15,000 |
Somers Resort Partnership Interest | $15,001 - $50,000 |
Tahoe Cabin | $15,001 - $50,000 |
| $5,001 - $15,000 | |
Vanguard 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 Stock Market Fund (held in Schwab IRA) | $1,001 - $15,000 |
Vista Lodges Apartments (Interest held by the Farr Children's Trust and the Dolores Farr Trust. Filer is 50% beneficiary) | $250,001 - $500,000 |
| $1,001 - $15,000 | |
| $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).