Suzanne Bonamici
Suzanne Bonamici Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 9, 2012. Includes 41 assets.
Est. Net Worth
$3.5M
2012 annual disclosure
Total Assets
$2.1M - $4.9M
41 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$2.3M (19)
Other$431K (5)
LLC / Partnership$199K (4)
Retirement & Pension$183K (2)
Gov. Securities$175K (1)
Bank & Cash$134K (6)
Insurance$75K (2)
Stocks$0 (2)
Top Stock Holdings (from trades)
All Assets (41)
| Asset | Value |
|---|---|
1201 Venture Investments L.P. | $1,001 - $15,000 |
American Century Active Diversified Fund | $500,001 - $1,000,000 |
Ameriprise cash holding | $15,001 - $50,000 |
Bank of America (checking) | $1,001 - $15,000 |
Blackrock Global Allocation mutual fund | $15,001 - $50,000 |
Blackrock for Congress mutual fund (interest paid for congressional debt owed by campaign to filer) | $250,001 - $500,000 |
Fidelity VIP Index 500 Portfolio Service Class 2 (CUSIP 316390871); (MetLife GVUL Life Ins. Policy) Equity Portfolio mutual fund | $15,001 - $50,000 |
MetLife GVUL Life Insurance Policy | N/A |
Franklin 2010 Growth Allocation mutual fund | $15,001 - $50,000 |
Gold Coins | $200,001 - $500,000 |
Insmouth Partners, LLC Portland, OR, US | $1,001 - $15,000 |
Portrait of American Authors Society (theatrical royalties) | $15,001 - $50,000 |
Key Bank (Checking) | $1,001 - $15,000 |
Manning & Napier Pro-Blend Extended Term mutual fund | $15,001 - $50,000 |
MFS Aggressive Growth | $50,001 - $100,000 |
MFS Growth mutual fund | $50,001 - $100,000 |
| N/A | |
Neuburger Berman Social Responsible Int'l Fund | $15,001 - $50,000 |
Northwestern Mutual Life Insurance (life ins. cash value) | $50,001 - $100,000 |
OnPoint Community Credit Union | $5,001 - $15,000 |
Oregon Savings Growth Plan | $1,001 - $15,000 |
Oregon State Dept. of Admin. Services municipal bond | $100,001 - $250,000 |
Perkins Coie Oregon PC (law firm) | $100,001 - $250,000 |
| N/A | |
Stephen French, Inc. (theatrical royalties) | $15,001 - $50,000 |
Tams-Witmark Music Library, Inc. (theatrical royalties) | $1,001 - $15,000 |
Weathergage Investments II, L.P. | $1,001 - $15,000 |
TWB Investment Partnership, L.P. (affiliated with Perkins Coie) | $1,001 - $15,000 |
US Bank (interest, no control) | N/A |
US Bank (Checking and savings) | $50,001 - $100,000 |
Van Eck International Investors Gold mutual fund | $15,001 - $50,000 |
Goldman (Perkins Coie) Cash Balance Plan | $100,001 - $250,000 |
Vanguard Capital Opportunity mutual fund | $50,001 - $100,000 |
Vanguard 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 FTSE All-World ex-U.S. Real Estate Index mutual fund | $50,001 - $100,000 |
Vanguard Health Care mutual fund | $50,001 - $100,000 |
Vanguard Inflation-Protected Securities mutual fund | $100,001 - $250,000 |
Vanguard PRIMECAP mutual fund | $100,001 - $250,000 |
Vanguard REIT Index mutual fund | $50,001 - $100,000 |
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).