THADDEUS G. MCCOTTER
THADDEUS G. MCCOTTER Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 43 assets and 2 liabilities.
Est. Net Worth
$697K
2012 annual disclosure
Total Assets
$489K - $1.3M
43 assets
Total Liabilities
$115K - $300K
2 liabilities
Total Trades
24
From PTR filings
Trade Volume
$217K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $535K |
| 2009 | $480K |
| 2010 | $5K |
| 2010 | $679K |
| 2010 | $948K |
| 2011 | $768K |
| 2012 | $697K |
Assets by Category
Retirement & Pension$442K (25)
Mutual Funds$197K (9)
Insurance$175K (1)
Bank & Cash$91K (7)
Stocks$501 (1)
Top Stock Holdings (from trades)
All Assets (43)
| Asset | Value |
|---|---|
| $1 - $1,000 | |
403B American Century Growth | $1 - $1,000 |
403B Black Rock US Opps | $1 - $1,000 |
403B Columbia Smcap Val | $1 - $1,000 |
403B Columbia SmcapGrth | $1 - $1,000 |
403B Dreyfus LdgHyd | $1 - $1,000 |
403b Federated Total Return | $1,001 - $15,000 |
403b Fidelity Low Price | $1,001 - $15,000 |
403b Harbor International | $1 - $1,000 |
403b Loomis Value | $1 - $1,000 |
403b TFLG Clear Pool | $1,001 - $15,000 |
403b TAP Institutional Mid Value | $1 - $1,000 |
403b Vanguard International Portfolio | $1 - $1,000 |
403b Vanguard Institutional Index | $1,001 - $15,000 |
Bank of America Bank Account (Closed - Balance transferred to Catholic Vantage Financial) | N/A |
America Bank Account (Closed - Balance transferred to Catholic Vantage Financial) | N/A |
Catholic Vantage Financial Account (Closed - Balance transferred to Catholic Vantage Financial) | N/A |
Bank of America Bank Account (closed - balance transferred to Cath Vantage Financial) | N/A |
Cath Vantage Financial Bank Accounts | $50,001 - $100,000 |
Catholic Vantage Financial Bank Accounts (EM) | $1,001 - $15,000 |
Catholic Vantage Financial Bank Accounts (GM) | $1,001 - $15,000 |
Columbia Money Market Fund | $15,001 - $50,000 |
ESA Columbia Multi-Advisor Small Cap Value (NV) | $50,001 - $100,000 |
ESA Columbia Multi-Advisor Small Cap Value (GM) | N/A |
ESA Columbia Multi-Advisor Small Cap Value (TW) | $15,001 - $50,000 |
IRA FYS Strategic American Portfolio | $50,001 - $100,000 |
IRA FYS Strategic American Cent Invl Prot | $50,001 - $100,000 |
IRA FYS Strategic Century Small Cap Select | N/A |
Fidelity Advisor New Insights Fund (IRA RVS Strategic Select Portfolio) | $15,001 - $50,000 |
John Hancock Large Cap Equity Fund (IRA RVS Strategic Select Portfolio) | $15,001 - $50,000 |
Oakmark Global Strategic Income Fund (IRA RVS Strategic Select Portfolio) | $50,001 - $100,000 |
Market Neutral Market Fund (IRA RVS Strategic Select Portfolio - VK Select Portfolio) | $1,001 - $15,000 |
Roth Columbia Mid-Cap Growth Opportunity Fund | $1,001 - $15,000 |
Roth Columbia Multi-Strategy Fund | $1,001 - $15,000 |
Roth Columbia Moderate Builder Fund | $1,001 - $15,000 |
Roth Columbia Moderate Builder Fund | $1,001 - $15,000 |
RVS Rollover IRA Retirement Account | $50,001 - $100,000 |
Jackson National Life Insurance Policy | $100,001 - $250,000 |
UGMA Columbia Large Cap Growth | $1,001 - $15,000 |
UGMA Columbia Large Core Quantitative | $1,001 - $15,000 |
UGMA Columbia Mid-Cap Growth Opp | $15,001 - $50,000 |
UGMA Columbia Select Smaller-Cap Value | $1,001 - $15,000 |
FJMA Seligman Growth Fund | N/A |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| CITIMORTGAGE | mortgage | $100,001 - $250,000 |
| TD AUTO FINANCE | other | $15,001 - $50,000 |
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).