Suzanne Kosmas Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 8, 2009. Includes 20 assets and 1 liabilities.

Year:

2010 2009

Est. Net Worth

$6M

2009 annual disclosure

Total Assets

$3M - $9.3M

20 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2009	$6M
2010	$4.1M

Assets by Category

Real Estate$5.3M (5)

Mutual Funds$475K (5)

Retirement & Pension$175K (1)

Stocks$113K (5)

Other$75K (1)

Bank & Cash$73K (3)

All Assets (20)

Asset	Type	Owner	Value	Income
JPMCB SmartRetire 2045 Fund	Mutual Funds	Self	$100,001 - $250,000	Interest $1,001 - $2,500
1227 N. Irv. Ave	Real Estate	Self	$250,001 - $500,000	Rent $5,001 - $15,000
1302 47th Ave N	Real Estate	Self	$250,001 - $500,000	Rent $5,001 - $15,000
50 Oak Tree Ave	Real Estate	Self	$500,001 - $1,000,000	Rent $15,001 - $50,000
Vanguard FTSE	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Voya 529 Acct	Other	Self	$50,001 - $100,000	None
U.S. Bank Acct	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
13 Whitmore Dr Ocean View, DE, US	Real Estate	Self	$500,001 - $1,000,000	Rent $15,001 - $50,000
2706 N. Harrison St Arlington, VA, US	Real Estate	Self	$1,000,001 - $5,000,000	None
IRA - Wachovia Bank	Retirement & Pension	Self	$100,001 - $250,000	None
American Funds EuroPacific Growth Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
American Funds Pension Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Johnson Financial	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Enterprise Products Partners(EPD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
AT&T Inc.(T)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Walmart Inc.(WMT)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Raymond James Heritage Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Morgan Stanley Account	Bank & Cash	Self	$1 - $15,000	Interest $1 - $200
Verizon Communications LLC(VZ)	Stocks	Self	$1 - $15,000	Dividends $1 - $200
Verizon DC(VZ)	Stocks	Self	$1 - $15,000	Dividends $1 - $200

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Academy Mortgage	mortgage	$100,001 - $250,000	—	—

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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).