Tom Cole
Tom Cole Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 14, 2008. Includes 98 assets.
Est. Net Worth
$4M
2008 annual disclosure
Total Assets
$2.2M - $5.7M
98 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$1.9M (52)
Stocks$1.3M (20)
Retirement & Pension$461K (18)
Real Estate$183K (2)
Bank & Cash$125K (2)
Other$24K (3)
LLC / Partnership$8K (1)
Top Stock Holdings (from trades)
All Assets (98)
| Asset | Value |
|---|---|
10 acres of land in Johnson County, OK Johnson County, OK, US | $1,001 - $15,000 |
Cole, Hargrave, Snodgrass & Associates Common Stock | $250,001 - $500,000 |
Strategic Communication, Moore, Oklahoma (Stock) Moore, Oklahoma, US | $250,001 - $500,000 |
Personal Residence | $100,001 - $250,000 |
Midfirst Bank Money Market | $50,001 - $100,000 |
Bank of Heavener Money Market | $50,000 - $50,000 |
Fidelity Spartan Money Market | $50,001 - $100,000 |
American Century Tax Free Bond Fund | $50,001 - $100,000 |
American Century Intl Growth Fund | $50,001 - $100,000 |
American Century Value Fund | $15,001 - $50,000 |
American Century Global Growth Fund | $15,001 - $50,000 |
Fidelity Municipal Income Fund | $50,001 - $100,000 |
Fidelity Contrafund | $1,001 - $15,000 |
Fidelity Select Health Fund | $15,001 - $50,000 |
Fidelity Dividend Growth Fund | $50,001 - $100,000 |
Fidelity Spartan 500 Index Fund | $15,001 - $50,000 |
Fidelity Select Financial Services Fund | $50,001 - $100,000 |
Vanguard Total Bond Fund | $100,001 - $250,000 |
Vanguard High Yield Tax Exempt Fund | $100,001 - $250,000 |
Vanguard Total Intl Stock Fund | $100,001 - $250,000 |
Vanguard Total Stock Market Index Fund | $100,001 - $250,000 |
Columbia Real Estate Equity Fund | $1,001 - $15,000 |
Baron Asset Fund | $15,001 - $50,000 |
T Rowe Price Equity Income Fund | $100,001 - $250,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Fidelity Cash Reserves | $1 - $1,000 |
Fidelity Total Bond Fund | $15,001 - $50,000 |
Fidelity Contrafund | $15,001 - $50,000 |
Fidelity Diversified Intl Fund | $50,001 - $100,000 |
Fidelity Dividend Growth Fund | $15,001 - $50,000 |
Fidelity Spartan 500 Index Fund | $15,001 - $50,000 |
ELLEN COLES FIDELITY IRA | N/A |
Fidelity Cash Reserves | $1 - $1,000 |
Fidelity Total Bond Fund | $1,001 - $15,000 |
Fidelity Contrafund | $1,001 - $15,000 |
Fidelity Diversified Intl Fund | $1,001 - $15,000 |
Fidelity Dividend Growth Fund | $1,001 - $15,000 |
Fidelity Spartan 500 Index Fund | $1,001 - $15,000 |
ANNUITY | N/A |
Fidelity VIP Individual Freedom 2020 Fund | $50,001 - $100,000 |
G Fund - Tom Cole's Federal Thrift Savings Plan | $15,001 - $50,000 |
F Fund - Tom Cole's Federal Thrift Savings Plan | $50,001 - $100,000 |
C Fund - Tom Cole's Federal Thrift Savings Plan | $50,001 - $100,000 |
S Fund - Tom Cole's Federal Thrift Savings Plan | $15,001 - $50,000 |
I Fund - Tom Cole's Federal Thrift Savings Plan | $15,001 - $50,000 |
TOM COLE'S Cole, Hargrave, Snodgrass & Assoc. | $1,001 - $15,000 |
Credit Suisse Capital Appreciation Fund | $1,001 - $15,000 |
Franklin MSF Mutual Share Fund | $1,001 - $15,000 |
Franklin Small/Mid Cap Fund | $1,001 - $15,000 |
Franklin Balance Sheet Investment Fund | $15,001 - $50,000 |
Franklin Income Fund A | $1,001 - $15,000 |
Lord Abbott Core Fixed Income Fund | $1,001 - $15,000 |
Lord Abbott Mid Cap Value Fund | $1,001 - $15,000 |
Lord Abbett Developing Growth 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 Intl Equity Fund A | $1,001 - $15,000 |
Strong Government Securities Fund | $1,001 - $15,000 |
Templeton Foreign Fund A | $1,001 - $15,000 |
Vankamp Common Stock Fund A | $1,001 - $15,000 |
TOM COLE'S 457 Sooner Savings | $1,001 - $15,000 |
T. Rowe Price Balance 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 Fund | $1,001 - $15,000 |
Davis Premium Leader A Fund | $15,001 - $50,000 |
BGI SDP Stock Fund | $1,001 - $15,000 |
Fidelity Cash Reserves (Ellen Cole's 401K) | $1 - $1,000 |
Fidelity Ginnie Mae Fund (Ellen Cole's 401K) | $1,001 - $15,000 |
Fidelity Diversified International Fund (Ellen Cole's 401K) | $1,001 - $15,000 |
Fidelity Spartan 500 Index Fund (Ellen Cole's 401K) | $1,001 - $15,000 |
Fidelity Fund (Ellen Cole's 401K) | $1,001 - $15,000 |
Fidelity Blue Chip Growth Fund | $1,001 - $15,000 |
Fidelity OTC Fund | $1,001 - $15,000 |
Fidelity Aggressive Growth Fund | $1 - $1,000 |
Fidelity Capital Income Fund | $1 - $1,000 |
TOM COLE'S ANNUITY | $1,001 - $15,000 |
ELLEN COLE'S ANNUITY | $1,001 - $15,000 |
State Farm Insurance Annuity | $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).