Suzan K. DelBene
Suzan K. DelBene Net Worth & Financial Disclosure
houseAnnual 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)
| Asset | Value |
|---|---|
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).