THADDEUS G. MCCOTTER
THADDEUS G. MCCOTTER Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 34 assets.
Est. Net Worth
$768K
2011 annual disclosure
Total Assets
$375K - $1.2M
34 assets
Total Liabilities
$0
0 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
Mutual Funds$466K (17)
Insurance$175K (1)
Bank & Cash$74K (4)
Retirement & Pension$53K (11)
Stocks$501 (1)
Top Stock Holdings (from trades)
All Assets (34)
| Asset | Value |
|---|---|
| $1 - $1,000 | |
403b Not Previously Reported - Black Rck US Opps | $1 - $1,000 |
403b Not Previously Reported - Columbia SmCapGrth | $1 - $1,000 |
| $1 - $1,000 | |
403b Not Previously Reported - Federated Tot Rtn | $1 - $1,000 |
403b Not Previously Reported - Fidelity Low Price | $1,001 - $15,000 |
403b Not Previously Reported - Harbor Int'l | $1 - $1,000 |
403b Not Previously Reported - Loomis Value | $1 - $1,000 |
403b Not Previously Reported - TAP Instl Mid Value | $1 - $1,000 |
403b Not Previously Reported - Vanguard Infl Prot | $1 - $1,000 |
403b Not Previously Reported - Vanguard 500 Index Instl Index | $1,001 - $15,000 |
Bank of America | $1,001 - $15,000 |
Bank of America | $15,001 - $50,000 |
Bank of America | $1 - $1,000 |
Bank of America | $15,001 - $50,000 |
Columbia Money Market Fund (Fund Name Change - Formerly IRVS Cash Mgmt) | $50,001 - $100,000 |
ESA Columbia Multi-Manager Value Fund (formerly RVS Small Cap) | $15,001 - $50,000 |
ESA Columbia Multi-Manager Value Fund (formerly RVS Small Cap) | $1,001 - $15,000 |
ESA Columbia Multi-Manager Value Fund (formerly RVS Small Cap) | $15,001 - $50,000 |
ESA Columbia Multi-Manager Value Fund (Fund Name Change: formerly RVS Small Cap) | $15,001 - $50,000 |
ISA Columbia Select Large Cap | $15,001 - $50,000 |
ISA Columbia Select Large Cap | $15,001 - $50,000 |
IRA RVS Strategic - John Hancock Large Cap Equity | $15,001 - $50,000 |
SEI CT Strategic Core Portfolio - Oppenheimer Global (Name Change: formerly Oppenheimer Strategic Income) | $15,001 - $50,000 |
SEI CT Strategic Core Portfolio - VK Growth and Income | $15,001 - $50,000 |
Roth Columbia Mid-Cap Growth Fund (formerly RVS Mid Cap Growth) | $1,001 - $15,000 |
Roth Columbia Multi-Manager International Equity Fund (formerly Select Value Intl) | $1,001 - $15,000 |
Roth Columbia Mid-Cap Value Builder Moderate | $1,001 - $15,000 |
American Retirement Advisor 4 VA - Surrender Value | $15,001 - $50,000 |
RVS Variable Universal Life - Face Value | $100,001 - $250,000 |
UGMA Columbia Large Core (formerly RVS Large Cap) | $1,001 - $15,000 |
UGMA Columbia Mid-Cap Growth (formerly RVS Mid Cap) | $50,001 - $100,000 |
Morgan Stanley Institutional Fund Small-Cap Value (formerly Morgan Stanley Institutional Small Cap Value) | $1,001 - $15,000 |
UGMA Seligman Growth Fund | $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).