Suzan K. DelBene

Suzan K. DelBene Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 74 assets.

Year:
Est. Net Worth
$68.1M
2013 annual disclosure
Total Assets
$29.1M - $107.1M
74 assets
Total Liabilities
$0
0 liabilities
Total Trades
760
From PTR filings
Trade Volume
$330M
Midpoint of disclosed ranges

Assets by Category

Mutual Funds$35.6M (23)
ETFs$16.5M (8)
Gov. Securities$12.1M (35)
Stocks$3.9M (6)
Bank & Cash$8K (1)
LLC / Partnership$0 (1)

Top Stock Holdings (from trades)

All Assets (74)

AssetValue
Aberdeen Wash Spl Rev (Savings and Loan Trn Ctr Proj Ser 2009B) 05.000% 11/01/2012
N/A
Arizona Brd Regents Rev Bds 05.000% 07/01/2018
$500,001 - $1,000,000
Austin Tex Elec Util Sys Rev Ref Rev Bds 05.000% 11/15/2014 Ser 2002A
N/A
Austin Tex Wtr & Wwtr Sys Rev 04.0000% 11/15/2016 Ref
$250,001 - $500,000
Boise City Idaho Urban Renewal Agy 05.0000% 08/01/2016 Ref Bds Ada Courts Ser 2005
$250,001 - $500,000
Ut Health Ctrs Tyler Tx Univ Texas Ut Dist No 001 05.0000% 07/01/2013 Cons Rev Nt
N/A
Colorado Dept Trans 05.5000% 06/15/2013
N/A
Wenatchee Wash Sch Dist No 246 Energy Northwest 05.2500% 07/01/2016 Ref
$100,001 - $250,000
Fidelity Tax-Free Money Market
$50,001 - $100,000
Louisiana St Brd Educ Lottery Rev 05.0000% 07/01/2017 Rev Ref Bds Ser 2003 B
$500,001 - $1,000,000
Florida St Trpk Auth Trpk 03.0000% 07/01/2012 2009A
N/A
Florida St Trpk Auth Trpk Rev 05.0000% 07/01/2017 Bds Ser 2003 B
$500,001 - $1,000,000
Florida St Trk Auth Trk Ser 2003 5.25000% 07/01/2015 Bds
$100,001 - $250,000
Granty Wash Pub Util Dist No 2 05.00000% Hydro Elec Rev And Ref Bds
$250,001 - $500,000
Houston Tex 2007 Bds Public Imp Tref Bds 4.00000% 03/01/07 Ser 2007A
$500,001 - $1,000,000
Rev Rds St 03 5.00000% 07/01/2013 Lakes Reg Uti
$500,001 - $1,000,000
Idaho St Univ Revs Gen Impr Bds 4.00000% 04/01/2015 2012
$100,001 - $250,000
Idaho St Bldg Auth Bldg Rev Bds 5.00000% 09/01/2023 Idaho
$500,001 - $1,000,000
Intermountain Pwr Agy Utah Pwr Supply Rev Sub Pwr Supply Rev 5.00000% 07/01/2015
$250,001 - $500,000
Lower Colo Riv Auth Texas 05.00000% 05/15/2022 Contract Rev Contract Ref Rev Bds
$500,001 - $1,000,000
Port Seattle Wash Rev 04.000% 06/01/2017 Ser. B
$500,001 - $1,000,000
Portland Ore Urban Renewal & Redev Rev 05.000% 06/15/2020 Bds Ser A
$500,001 - $1,000,000
Madison Cnty Wisconsin Pub Imp Bds 03.000% 10/01/2015 Ser.
N/A
Seattle Wash Ltd Tax GO 05.000% 05/01/2022 2009
$250,001 - $500,000
Inst Cnty Tex Transptation Service Ctr Relocation Rev 03/01/2019 Worth Tex Service Ctr Proj Ser.
$100,001 - $250,000
South Carolina St Pub Svc Auth Rev 06.000% 12/01/2028 Obligs Bds Santee
N/A
Texas St Pub Fin Auth Rev 05.000% 01/01/2018 Bonds Ser
$250,001 - $500,000
University Tex Univ Revs Rev 08/15/2021 2009D
$250,001 - $500,000
Washington St Cts 03.2500% 01/01/2014 2009A
$100,001 - $250,000
Washington St Cts 04.0000% 01/01/2018 2010
$250,001 - $500,000
Care Facs Auth Rev Bonds 05/01/2012 Rev Hosp Ser 2010B
N/A
Care Facs Auth Rev Bonds 05/01/2012 Rev Bds PeaceHealth Systems Ser 2009A
N/A
Guggenheim Enhanced Short Duration Microcap Finance Fund (ETF)
$100,001 - $250,000
Fidelity Municipal Money Market Fund
$500,001 - $1,000,000
$100,001 - $250,000
$250,001 - $500,000
$50,001 - $100,000
Spartan Intl Index Fid Adv Class
$100,001 - $250,000
$5,000,001 - $25,000,000
Vanguard International Equity Index Funds
$50,001 - $100,000
Fidelity Municipal Money Market
$15,001 - $50,000
Fidelity Cash Reserves
$5,000,001 - $25,000,000
$1,000,001 - $5,000,000
Rydex Nova Inv
$500,001 - $1,000,000
Vanguard Institutional Index Plus
$5,000,001 - $25,000,000
Vanguard FTSE All-World Index IS
$250,001 - $500,000
Vanguard Institutional Index Plus
$250,001 - $500,000
Fidelity Growth Co K
$250,001 - $500,000
Vanguard Institutional Index Plus
$500,001 - $1,000,000
Fidelity Contrafund K
$15,001 - $50,000
PIMCO Total Return
$50,001 - $100,000
$1,001 - $15,000
FDIC Insured Deposit at Wells Fargo IRA
$1,001 - $15,000
Fidelity Cash Reserves
$15,001 - $50,000
$100,001 - $250,000
Invesco S&P 500 Index Fund
$250,001 - $500,000
$50,001 - $100,000
$100,001 - $250,000
Fidelity Municipal Money Market
$50,001 - $100,000
$100,001 - $250,000
Vanguard 500 Index Fund Investor Shares
$500,001 - $1,000,000
Vanguard 500 Index Fund Investor Shares
$100,001 - $250,000
Fidelity Municipal Money Market
$50,001 - $100,000
$100,001 - $250,000
$500,001 - $1,000,000
Vanguard 500 Index Fund Investor Shares
$100,001 - $250,000
$50,001 - $100,000
Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
$15,001 - $50,000
Vanguard Tax-Managed Balanced Fund Admiral Shares
$15,001 - $50,000
Boise City Idaho Airport Revenue Bonds Pkg 09/01/2017 Rev Bonds Pkg 09/01/2021 5.000%
$250,001 - $500,000
Florida State Board of Education Public Education Capital Outlay 05.000% 06/01/2024 Rev Ser.
$250,001 - $500,000
University of Colorado Enterprise System Revenue Bonds The Regents of the Univ of Colorado Ser B 05/15/2024 5.25000%
$250,001 - $500,000
Washington State GO Bonds Motor Vehicle Fuel Tax Ser. 2005 F 09/01/2027
$250,001 - $500,000
Dumping Lisa LLC
N/A

Trading Sector Allocation (from PTR trades)

Energy$251K
Industrials$733K
Consumer Cyclical$33K
Technology$173.4M
Healthcare$8K
Real Estate$75K
Basic Materials$65K
Financial Services$208K
Utilities$33K
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).