Tom Cole
Tom Cole Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 14, 2013. Includes 76 assets.
Est. Net Worth
$4.4M
2013 annual disclosure
Total Assets
$2.5M - $6.3M
76 assets
Total Liabilities
$0
0 liabilities
Total Trades
96
From PTR filings
Trade Volume
$1.5M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $4M |
| 2009 | $8K |
| 2009 | $3.8M |
| 2010 | $3.6M |
| 2011 | $4.4M |
| 2012 | $4.2M |
| 2013 | $4.4M |
Assets by Category
Mutual Funds$2.3M (47)
Stocks$1.2M (15)
Gov. Securities$425K (3)
Retirement & Pension$299K (5)
Real Estate$183K (2)
Other$24K (4)
Top Stock Holdings (from trades)
All Assets (76)
| Asset | Value |
|---|---|
Cell phone towers and Associates Oklahoma City, OK, US | $250,001 - $500,000 |
Strategic Communications Moore, OK, US | $250,001 - $500,000 |
Personal Residence | $100,001 - $250,000 |
10 acres of land in Johnson County, OK Johnson County, OK, US | $1,001 - $15,000 |
Burke and Herbert Bank Money Market Fund | $15,001 - $50,000 |
Merrill Bank Money Market Fund | $50,001 - $100,000 |
American Century Tax Free Bond Fund | $100,001 - $250,000 |
Fidelity Municipal Income Fund | $100,001 - $250,000 |
Fidelity Contrafund Fund | $50,001 - $100,000 |
Fidelity Dividend Growth Fund | $15,001 - $50,000 |
Fidelity Spartan 500 Index Fund | $100,001 - $250,000 |
Vanguard High Yield Tax Exempt Fund | $250,001 - $500,000 |
Vanguard Total International Stock Fund | $100,001 - $250,000 |
Vanguard Total Stock Market Index Fund | $100,001 - $250,000 |
Vanguard Inflation Protected Securities Fund | $50,001 - $100,000 |
Baron Asset Fund | $15,001 - $50,000 |
T Rowe Price Equity Income Fund | $100,001 - $250,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $1 - $1,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
TOMS Fidelity IRA | $15,001 - $50,000 |
Fidelity Total Bond Fund | $50,001 - $100,000 |
Fidelity Contrafund Fund | $15,001 - $50,000 |
Fidelity Spartan 500 Index Fund | $15,001 - $50,000 |
Fidelity Diversified International Fund | $15,001 - $50,000 |
Fidelity Total Bond Fund | $50,001 - $100,000 |
Fidelity Contrafund Fund | $1,001 - $15,000 |
Fidelity Spartan 500 Index Fund | $15,001 - $50,000 |
Fidelity Diversified International Stock Fund | $15,001 - $50,000 |
Fidelity VIP Individual Freedom 2020 Fund (Not self-directed) | $100,001 - $250,000 |
G Fund | $100,001 - $250,000 |
F Fund | $50,001 - $100,000 |
C Fund | $100,001 - $250,000 |
I Fund | $15,001 - $50,000 |
TOM COLE'S COLE, HARGRAVE, SNODGRASS 401K | $50,001 - $100,000 |
Franklin Income Fund A | $1,001 - $15,000 |
Credit Suisse Capital Appreciation Fund | $1,001 - $15,000 |
Franklin MSR Mutual Share Fund | $1,001 - $15,000 |
Franklin Small/Mid Cap Fund | $1,001 - $15,000 |
Franklin Balance Stock Investment Fund | $1,001 - $15,000 |
Lord Abbett Core Fixed Income Fund | $1,001 - $15,000 |
Lord Abbott Mid Cap Value Fund | $1,001 - $15,000 |
Oppenheimer Main Street Fund Class A | $1,001 - $15,000 |
Oppenheimer Global Fund Class A | $1,001 - $15,000 |
Pimco High Yield Fund | $1,001 - $15,000 |
Putnam International Equity Fund A | $1,001 - $15,000 |
Sun Government Securities Fund | $1,001 - $15,000 |
Templeton Foreign Fund A | $1,001 - $15,000 |
Vanguard Common Stock Fund | $1,001 - $15,000 |
TOM COLES 457 SOONER SAVINGS | $1,001 - $15,000 |
T Rowe Price Balanced Fund | $1,001 - $15,000 |
Europacific A Growth Fund | $1,001 - $15,000 |
American Century Income and Growth Fund | $1,001 - $15,000 |
Columbia Acorn Fund | $1,001 - $15,000 |
Janus Small Cap Value Fund | $1,001 - $15,000 |
T Rowe Price Blue Chip Growth | $1,001 - $15,000 |
Dreyfus Premier Leader A Fund | $1,001 - $15,000 |
BGI S&P Stock Fund | $1,001 - $15,000 |
ELLEN COLE'S 401K FUND | $1,001 - $15,000 |
Fidelity Total Bond Fund | $15,001 - $50,000 |
Fidelity Spartan 500 Index Fund | $1,001 - $15,000 |
Fidelity Diversified International Fund | $1,001 - $15,000 |
Tom Cole's Annuity | $1,001 - $15,000 |
State Farm Insurance Annuity (Not self-directed) | $1,001 - $15,000 |
Ellen Cole's Annuity | N/A |
State Farm Insurance Annuity (Not self-directed) | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Technology$16K
Energy$33K
Communication Services$65K
Industrials$8K
Financial Services$33K
Basic Materials$33K
Healthcare$33K
Manufacturing$33K
Consumer Cyclical$33K
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).