Suzanne Bonamici
Suzanne Bonamici Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 7, 2013. Includes 37 assets.
Est. Net Worth
$6.2M
2013 annual disclosure
Total Assets
$3M - $9.4M
37 assets
Total Liabilities
$0
0 liabilities
Total Trades
8
From PTR filings
Trade Volume
$581K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2012 | $3.5M |
| 2013 | $6.2M |
Assets by Category
Mutual Funds$5M (19)
Bank & Cash$831K (5)
Other$291K (4)
Insurance$75K (1)
LLC / Partnership$8K (6)
Retirement & Pension$0 (2)
Top Stock Holdings (from trades)
All Assets (37)
| Asset | Value |
|---|---|
U S Bank NA (Checking and Savings) | $500,001 - $1,000,000 |
Bank of America (Checking and Savings) | $1,000 - $15,000 |
Key Bank (Checking and Savings) | $1,001 - $15,000 |
Perkins Coie Oregon, P.C. (Capital account) Oregon, US | N/A |
UnProfit Community Credit Union (Checking and Savings) | $15,001 - $50,000 |
Timmouth Partners, LLC Hillsboro, OR, US | $1,001 - $15,000 |
Vanguard IRA (rolled over from 401K) | N/A |
Vanguard Capital Opportunity Fund | $50,001 - $100,000 |
Emerging Markets Stock Index Mutual Fund | $50,001 - $100,000 |
Vanguard Energy Mutual Fund | $50,001 - $100,000 |
Vanguard European Stock Index Mutual Fund | $15,001 - $50,000 |
Vanguard Global ex-U.S. Real Estate Index Mutual Fund | $100,001 - $250,000 |
Vanguard Health Care Mutual Fund | $50,001 - $100,000 |
Vanguard Inflation-Protected Securities Fund | $100,001 - $250,000 |
Vanguard PRIMECAP Mutual Fund | $250,001 - $500,000 |
Vanguard REIT Index Mutual Fund | $100,001 - $250,000 |
Vanguard 500 Index Mutual Fund | $100,001 - $250,000 |
Vanguard (Perkins Coie Cash Balance Plan) | N/A |
Ameriprise Cash Holding Account | $15,001 - $50,000 |
Oregon State Dept. of Admin. Services bond fund (no control) | $100,001 - $250,000 |
Ameriprise Active Diversified Fund (no control) | $1,000,001 - $5,000,000 |
American Funds Global Allocation mutual fund | $50,001 - $100,000 |
Franklin Templeton Growth Allocation Fund | $15,001 - $50,000 |
Manning & Napier Pro-Blend Extended Term mutual fund | $15,001 - $50,000 |
Invesco Progressive Growth mutual fund | $50,001 - $100,000 |
MFS Growth mutual fund | $50,001 - $100,000 |
Neuberger Berman Socially Responsible mutual fund | $15,001 - $50,000 |
BlackRock International Gold mutual fund | $50,001 - $100,000 |
Northwestern Mutual Life Insurance (life ins. cash value) | $50,001 - $100,000 |
Gold coins | $100,001 - $250,000 |
TWB Investment Partnership, LP (no control) | N/A |
TWB Investment Partnership II, LP (no control) | N/A |
TLB Investment Investments, LP (no control) | N/A |
Perkins Real Estate Ventures, LLC | N/A |
Samuel French, Inc. | $15,001 - $50,000 |
Dramatists Play Service | $50,001 - $100,000 |
Tams-Witmark Music Library, Inc. | $1,001 - $15,000 |
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).