Susan A. Davis
Susan A. Davis Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 63 assets and 2 liabilities.
Est. Net Worth
$2M
2013 annual disclosure
Total Assets
$1.6M - $3.9M
63 assets
Total Liabilities
$500K - $1M
2 liabilities
Total Trades
144
From PTR filings
Trade Volume
$3.2M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Mutual Funds$1.6M (34)
Stocks$463K (11)
ETFs$308K (12)
Bank & Cash$191K (4)
Real Estate$175K (1)
LLC / Partnership$8K (1)
Top Stock Holdings (from trades)
All Assets (63)
| Asset | Value |
|---|---|
4113-15 Arbor Vitae San Diego, CA, US | $100,001 - $250,000 |
| $50,001 - $100,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| JPMorgan Chase | mortgage | $250,001 - $500,000 |
| JPMorgan Chase | mortgage | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
Consumer Defensive$89K
Technology$416K
Consumer Cyclical$276K
Industrials$268K
Energy$65K
Financial Services$81K
Utilities$32K
Communication Services$400K
Basic Materials
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).
