Steve Stivers
Steve Stivers Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed June 15, 2012. Includes 51 assets and 4 liabilities.
Est. Net Worth
$414K
2012 annual disclosure
Total Assets
$438K - $1.3M
51 assets
Total Liabilities
$295K - $650K
4 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$291K (16)
Real Estate$193K (3)
Stocks$164K (10)
Retirement & Pension$158K (8)
Bank & Cash$49K (7)
Insurance$23K (2)
Gov. Securities$9K (2)
Other$0 (2)
LLC / Partnership$0 (1)
Top Stock Holdings (from trades)
All Assets (51)
| Asset | Value |
|---|---|
PNC - Savings | $1,001 - $15,000 |
Chase Bank - Checking | $1,001 - $15,000 |
Huntington Bank - Checking | $1,001 - $15,000 |
Huntington Bank - Savings | $1,001 - $15,000 |
Huntington Bank - Savings | $1,001 - $15,000 |
Arlington Bank - Savings | $1,001 - $15,000 |
Chase Roth IRA | N/A |
JP Morgan US Treasury | $1 - $1,000 |
| $1 - $1,000 | |
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 | $1,001 - $15,000 |
Ohio PERS Pension Acct | $50,001 - $100,000 |
Ohio PERS | N/A |
Defined Benefit | $1,001 - $15,000 |
OPERS Bond Index Fund | $5,001 - $15,000 |
OPERS Stock Index Fund | $1,001 - $5,000 |
OPERS Large Cap Index Fund | $15,001 - $50,000 |
OPERS Small Cap Index Fund | $1,001 - $15,000 |
OPERS Non-US Stock Index Fund | $1,001 - $15,000 |
Chiqure (CGM) Morgan Stanley Instl Fund (IRA) | N/A |
Bank Deposit Program | $1 - $1,000 |
Franklin Mutual Fund | $15,001 - $50,000 |
Wells Fargo Mutual Fund | $15,001 - $50,000 |
Zua Silvers Trust | N/A |
1st Amer. Treasury | $1,001 - $15,000 |
Credit Suisse Com Ret | $1,001 - $15,000 |
Nuveen Intermed Tax Free (formerly known as 1st Am. Tx Free) | $15,001 - $50,000 |
Nuveen Short Tax Free (formerly known as 1st Am. Short Tax Free Fund) | N/A |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Farmland in Crawford/Marion County, OH Crawford/Marion County, OH, US | $100,001 - $250,000 |
Qwest Commons Ltd | N/A |
AJ Strives Trust | N/A |
Blackrock Funds | N/A |
Blackrock Liquidity Fund | $1 - $1,000 |
Blackrock Total Return Mutual Fund | $1,001 - $15,000 |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
Real Estate (Ripley, OH) Ripley, OH, US | $5,001 - $15,000 |
Real Estate (Wheeler County, TX) Wheeler County, TX, US | $1,001 - $15,000 |
Am. Equity Inv. Whole Life Cash Value | $1,001 - $15,000 |
American Mutual Whole Life (XX-XXX-504) | $15,000 - $15,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| Chase Bank | mortgage | $15,001 - $50,000 |
| Chase Bank | mortgage | $15,001 - $50,000 |
| The Arlington Bank | other | $15,001 - $50,000 |
| Wells Fargo 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).