Susan A. Davis
Susan A. Davis Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 14, 2009. Includes 51 assets and 1 liabilities.
Est. Net Worth
$1.8M
2009 annual disclosure
Total Assets
$1M - $2.7M
51 assets
Total Liabilities
$50K - $100K
1 liabilities
Total Trades
160
From PTR filings
Trade Volume
$3.5M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $2.2M |
| 2009 | $1.8M |
| 2009 | $1.8M |
| 2010 | $1.7M |
| 2010 | $2.1M |
| 2011 | $2.7M |
| 2012 | $1.6M |
| 2013 | $2M |
Assets by Category
Mutual Funds$1.1M (40)
Real Estate$375K (1)
Bank & Cash$192K (4)
Stocks$156K (5)
Retirement & Pension$33K (1)
Top Stock Holdings (from trades)
All Assets (51)
| Asset | Value |
|---|---|
4113-15 Arbor Vitae San Diego, CA, US | $250,001 - $500,000 |
| $1,001 - $15,000 | |
Ariel Fund | N/A |
Ariel Growth FD | N/A |
Artio FDS Intl Equity FD CL A | $1,001 - $15,000 |
Call-Amer Inc. Prop IV | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Dreyfus Fund Class Z (Firmy Dreyfus GNMA Fund) | $1,001 - $15,000 |
Dreyfus Funds GNMA Fund | $1,001 - $15,000 |
Fidelity Canada | $1,001 - $15,000 |
Fidelity Cash Reserves | $50,001 - $100,000 |
Fidelity Contrafund | $50,001 - $100,000 |
Fidelity Emerging Markets | $1,001 - $15,000 |
Fidelity Inv Tr Ca Fd | $15,001 - $50,000 |
Fidelity Select Portfolios | $15,001 - $50,000 |
Fidelity Southeast Asia | $1,001 - $15,000 |
| $50,001 - $100,000 | |
ICON Energy Fund | $1,001 - $15,000 |
Icon Funds Energy | $15,001 - $50,000 |
ICON Healthcare | N/A |
Janus Contrarian Fund | $1,001 - $15,000 |
Janus InvFd | $15,001 - $50,000 |
Julius Baer Intl Funds | $50,001 - $100,000 |
NRS Bond Index Fund | $1,001 - $15,000 |
NRS Large Cap Fd | $1,001 - $15,000 |
NRS Large Cap Blend Fd | $1,001 - $15,000 |
NRS Mid Cap Fund | $1,001 - $15,000 |
MD Cap Mgd Fd | $15,001 - $50,000 |
NRS Short Term Inv Fund | $1,001 - $15,000 |
NRS Small Cap Fund | $1,001 - $15,000 |
Parnassus FD Equity Income | $1,001 - $15,000 |
Pimco Low Duration Fd | $100,001 - $250,000 |
Pimco Real Return Fd | $1,001 - $15,000 |
| $15,001 - $50,000 | |
T. Rowe Price Equity Income Fund | $50,001 - $100,000 |
T. Rowe Price Mid Cap Growth | $1,001 - $15,000 |
T. Rowe Price Mid-Cap Fund | $15,001 - $50,000 |
Selected American Shares | $50,001 - $100,000 |
T. Rowe Price Emerging Europe | $1,001 - $15,000 |
T. Rowe Price International Emerging Europe | $15,001 - $50,000 |
TD Ameritrade Money Market | $100,001 - $250,000 |
TD Ameritrade Money Market | $1,001 - $15,000 |
TD Ameritrade Money Market | $1 - $1,000 |
Third Avenue Value Fund | $1,001 - $15,000 |
Vanguard 500 Index Fund | $15,001 - $50,000 |
Vanguard 500 Index Fund | $50,001 - $100,000 |
Vanguard Limited Term Tax Exempt Fund | N/A |
Vanguard Short Term Investment (Family Vanguard Fixed Income) | $15,001 - $50,000 |
Washington Mutual | $1,001 - $15,000 |
Wells Fargo Small Cap | $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Washington Mutual | mortgage | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$156K
Industrials$268K
Consumer Cyclical$211K
Consumer Defensive$73K
Technology$522K
Energy$98K
Real Estate$33K
Utilities$32K
Retail Trade$16K
Healthcare$33K
Communication Services$89K
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).