Steve Stivers
Steve Stivers Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed August 14, 2013. Includes 46 assets and 2 liabilities.
Est. Net Worth
$969K
2013 annual disclosure
Total Assets
$736K - $2M
46 assets
Total Liabilities
$265K - $550K
2 liabilities
Total Trades
44
From PTR filings
Trade Volume
$671K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2011 | $1K |
| 2011 | $114K |
| 2012 | $414K |
| 2013 | $969K |
Assets by Category
Mutual Funds$402K (16)
Real Estate$391K (3)
Stocks$288K (9)
Retirement & Pension$191K (7)
Bank & Cash$57K (5)
Insurance$41K (2)
Gov. Securities$8K (1)
Other$0 (3)
Top Stock Holdings (from trades)
All Assets (46)
| Asset | Value |
|---|---|
PNC - Savings | $1,001 - $15,000 |
Chase Bank - Savings | $1,001 - $15,000 |
Huntington Bank - Checking | $1,001 - $15,000 |
Vanguard Money Market | $1,001 - $15,000 |
Arlington Bank - Savings | $15,001 - $50,000 |
JP Morgan Chase 401K | N/A |
Common Stock Fund | $15,001 - $50,000 |
S&P 500 Index Fund | $50,001 - $100,000 |
JP Morgan Chase Retirement (Pension) Acct. | $50,001 - $100,000 |
Fidelity Inv. Retirement | N/A |
Dodge & Cox Stock | $15,001 - $50,000 |
Ohio PERS Pension Acct. | $50,001 - $100,000 |
Ohio PERS | N/A |
Defined Benefit | $1,001 - $15,000 |
OPERS Bond Index Fund | $1,001 - $15,000 |
OPERS Stock Index Fund | $1,001 - $15,000 |
OPERS Large Cap Index Fund | $15,001 - $50,000 |
OPERS Small Cap Index Fund | $15,001 - $50,000 |
OPERS Non-US Stock Index Fund | $1,001 - $15,000 |
Citigroup (CGM) Morgan Stanley Smith Barney IRA | $15,001 - $50,000 |
Bank Deposit Program | N/A |
Franklin Mutual Fund | $15,001 - $50,000 |
Wells Fargo Mutual Fund | $15,001 - $50,000 |
Zua Sivers Trust | N/A |
1st Amer. Treasury | $1,001 - $15,000 |
Credit Suisse Comm Ret | $1,001 - $15,000 |
Nuveen Interm Dur Muni Bond I (formerly Nuveen Intermed Tax Free) | $50,001 - $100,000 |
FARX Equity Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Farm in Crawford-Marion County, OH Crawford-Marion County, OH, US | $250,001 - $500,000 |
Qwest Commons Intl | N/A |
AJ Stivers Trust | N/A |
BlackRock Liquidity Fund | $1 - $1,000 |
BlackRock Core Bond Portfolio | $1,001 - $15,000 |
| $100,001 - $250,000 | |
| $15,001 - $50,000 | |
Real Estate - Ripley, OH Ripley, OH, US | $1,001 - $15,000 |
Real Estate - Wheeler County, TX Wheeler County, TX, US | $1,001 - $15,000 |
Fidelity Inv Whole Life - Cash Value | $15,001 - $50,000 |
Northwestern Mutual Whole Life (XX-XX-564) | $1,001 - $15,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank | other | $15,001 - $50,000 |
| The Arlington Bank | mortgage | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
Energy$57K
Industrials$105K
Consumer Defensive$186K
Financial Services$81K
Healthcare$32K
Communication Services$8K
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).