Tammy Baldwin Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 28 assets and 3 liabilities.

Year:

2025 2024 2012 2011 2009 2008

Est. Net Worth

$565K

2009 annual disclosure

Total Assets

$530K - $1.3M

28 assets

Total Liabilities

$200K - $450K

3 liabilities

Total Trades

From PTR filings

Trade Volume

$1.6M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$17.9M
2009	$565K
2011	$750K
2012	-$350K
2024	$933K
2025	$933K

Assets by Category

Mutual Funds$815K (14)

ETFs$75K (6)

Other$0 (1)

Bank & Cash$0 (4)

Retirement & Pension$0 (2)

Real Estate$0 (1)

Top Stock Holdings (from trades)

All Assets (28)

Asset	Type	Owner	Value	Income
T. Rowe Price Blue Chip Growth Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends
Vanguard 500 Index Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends
Dodge & Cox Balanced Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends
PIMCO Total Return Fund	Mutual Funds	Self	$50,001 - $100,000	Interest
Fidelity Contrafund	Mutual Funds	Self	$100,001 - $250,000	Dividends
Franklin High Yield Tax-Free Income Fund	Mutual Funds	Self	$15,001 - $50,000	Interest
iShares Gold Trust(IAU)	ETFs	Self	$50,001 - $100,000	None
First Eagle Gold Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends
USAA Cornerstone Strategy Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends
iShares MSCI EAFE ETF(EFA)	ETFs	Self	N/A	Dividends
iShares Core S&P 500 ETF(IVV)	ETFs	Self	N/A	Dividends
iShares Core S&P Mid-Cap ETF(IJH)	ETFs	Self	N/A	Dividends
iShares Core S&P Small-Cap ETF(IJR)	ETFs	Self	N/A	Dividends
Vanguard Long-Term Corporate Bond ETF(VCLT)	ETFs	Self	N/A	Interest
American Funds Capital Income Builder	Mutual Funds	Self	N/A	Dividends
T. Rowe Price Growth Stock Fund(PRGFX)	Mutual Funds	Self	N/A	Capital Gains
Fidelity Contrafund(FCNTX)	Mutual Funds	Self	N/A	Capital Gains
Vanguard Windsor II Fund(VWNFX)	Mutual Funds	Self	N/A	Dividends
Fidelity Low-Priced Stock Fund(FLPSX)	Mutual Funds	Self	N/A	Capital Gains
T. Rowe Price Blue Chip Growth Fund(TRBCX)	Mutual Funds	Self	N/A	Capital Gains
Qualified Blind Trust	Other	Self	N/A	None
Summit Credit Union Checking	Bank & Cash	Self	N/A	Interest
Summit Credit Union Savings	Bank & Cash	Self	N/A	Interest
Wisconsin Retirement System Wisconsin, US	Retirement & Pension	Self	N/A	None
Norman Doran Roth IRA	Retirement & Pension	Joint	N/A	None
Mom Savings Checking	Bank & Cash	Joint	N/A	Interest
Mom Savings Savings	Bank & Cash	Joint	N/A	Interest
Real Property - Madison, WI Madison, WI, US	Real Estate	Joint	N/A	Rent

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Manufacturers & Traders Trust Company, Buffalo, NY	mortgage	$50,001 - $100,000	—	—
Charter One Bank, Cleveland, OH	line of credit	$100,001 - $250,000	—	—
HSBC Mortgage Corporation (USA), Buffalo, NY	mortgage	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$24K

Tammy Baldwin trades Wealthiest members Most active traders WI delegation Articles

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).