Sander M. Levin
Sander M. Levin Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 30 assets and 2 liabilities.
Est. Net Worth
$2.2M
2013 annual disclosure
Total Assets
$2.9M - $3.1M
30 assets
Total Liabilities
$813K - $813K
2 liabilities
Total Trades
49
From PTR filings
Trade Volume
N/A
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.5M |
| 2009 | $1.4M |
| 2010 | $804K |
| 2011 | $1.3M |
| 2012 | $1.7M |
| 2013 | $2.2M |
Assets by Category
Real Estate$1.5M (5)
Retirement & Pension$813K (11)
Mutual Funds$487K (6)
Bank & Cash$123K (4)
LLC / Partnership$33K (3)
Other$10K (1)
Top Stock Holdings (from trades)
All Assets (30)
| Asset | Value |
|---|---|
1/2 interest in 78 acres, Tyrone Township, Michigan Tyrone Township, MI, US | $177,200 - $177,200 |
1/6 interest in 18 acres, Tyrone Township, Michigan Tyrone Township, MI, US | $15,866 - $15,866 |
1/9 interest in 78 acres, West Maple, Birmingham, Michigan Birmingham, MI, US | $68,848 - $68,848 |
1/9 undivided interest in Levinson-Levin properties, West Maple, Birmingham, Michigan Birmingham, MI, US | $126,000 - $126,000 |
5.3% Interest in LRS Co., a general partnership owning real estate in Pontiac Townships, Michigan Pontiac Townships, Michigan, US | N/A |
5.3% interest in Michigan mineral rights (previously held by LRS Co., a general partnership) now liquidated Michigan, US | $15,001 - $50,000 |
Apple Bank for Savings | $43,082 - $43,082 |
Congressional Federal Credit Union | $22,600 - $22,600 |
House, Lot 4, West Tisbury, Mass. (Subject to GMAC Mtg) West Tisbury, Massachusetts, US | $1,123,100 - $1,123,100 |
IRA: First National Bank Certificate of Deposit | $7,540 - $7,540 |
IRA: American Bank Certificate of Deposit | $13,347 - $13,347 |
IRA: American Bond Fund of America | $26,566 - $26,566 |
IRA: American Capital Income Builder CL C | $32,204 - $32,204 |
IRA: American Income Fund of America CL C | $48,515 - $48,515 |
Penn State Federal Credit Union | $56,053 - $56,053 |
5.3% interest in Michigan mineral rights (formerly LNS Co.; Muskegon Development Co. assignee) Michigan, US | N/A |
Penn State Univ. Alternate Retirement Plan: CREF Global Equities | $122,757 - $122,757 |
Penn State Univ. Alternate Retirement Plan: CREF Social Choice | $137,103 - $137,103 |
Penn State Univ. Alternate Retirement Plan: TIAA Traditional | $176,087 - $176,087 |
Penn State Univ. Tax Deferred Annuity Plan: CREF Global Equities | $69,661 - $69,661 |
Penn State Univ. Tax Deferred Annuity Plan: CREF Growth | $27,582 - $27,582 |
Penn State Univ. Tax Deferred Annuity Plan: TIAA Traditional | $42,279 - $42,279 |
Penn State Univ. Tax Deferred Annuity Plan: CREF Social Choice | $248 - $248 |
Security Benefit Variax Qualified Variable Annuity | $41,702 - $41,702 |
The Victoria S. Levin Special Needs Trust: Capital Income Builder CL C | $126,308 - $126,308 |
The Victoria S. Levin Special Needs Trust: American Legacy Trust - American Bond Fund of America CL C | $124,411 - $124,411 |
The Victoria S. Levin Special Needs Trust: American Legacy Trust - American Income Fund of America CL | $128,771 - $128,771 |
The Victoria S. Levin Special Legacy Trust | $10,424 - $10,424 |
University of Houston Texas Optional Retirement Program Houston, TX, US | $100,001 - $250,000 |
Wells Fargo Bank (formerly Wachovia); Martha's Vineyard Cooperative Bank | $836 - $836 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| GMAC Mortgage | mortgage | $407,264 - $407,264 |
| Quicken Loans | mortgage | $405,802 - $405,802 |
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).