Tom Cole
Tom Cole Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 17, 2010. Includes 100 assets.
Est. Net Worth
$3.6M
2010 annual disclosure
Total Assets
$2M - $5.1M
100 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$1.8M (63)
Stocks$1.2M (20)
Retirement & Pension$306K (8)
Real Estate$183K (2)
Bank & Cash$86K (3)
Other$24K (4)
Top Stock Holdings (from trades)
All Assets (100)
| Asset | Value |
|---|---|
Cole, Hargave, Snodgrass & Associates Oklahoma City, OK, US | $250,001 - $500,000 |
Personal Residence | $100,001 - $250,000 |
Midfirst Bank Money Market | $50,001 - $100,000 |
10 Acres of land in Johnson County, Oklahoma (Owned jointly with brother, John Cole) Johnson County, OK, US | $1,001 - $15,000 |
Spirit Bank Moore, OK, US | $250,001 - $500,000 |
Market and Herbert Money Market | $5,001 - $15,000 |
Fidelity Spartan Money Market | $50,001 - $100,000 |
American Century Tax Free Bond Fund | $100,001 - $250,000 |
American Century International Growth Fund | N/A |
American Century Value Fund | N/A |
American Century Global Gold Fund | N/A |
Fidelity Municipal Income Fund | $100,001 - $250,000 |
Fidelity Contrafund | $1,001 - $15,000 |
Fidelity Select Healthcare Fund | $15,001 - $50,000 |
Fidelity Dividend Growth Fund | $15,001 - $50,000 |
Fidelity Spartan 500 Index Fund | $15,001 - $50,000 |
Fidelity Select Financial Services Fund | $15,001 - $50,000 |
Vanguard High Yield Tax Exempt Fund | $50,001 - $100,000 |
Vanguard Total International Stock Fund | $50,001 - $100,000 |
Vanguard Total Stock Market Index Fund | $100,001 - $250,000 |
Cohen & Steers Realty Shares Fund | $50,001 - $100,000 |
Baron Asset Fund | $15,001 - $50,000 |
T. Rowe Price Equity Income Fund | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
Thorox Inc | $1 - $1,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
Tom Coles Fidelity IRA | N/A |
Fidelity Cash Reserves | $1 - $1,000 |
Fidelity Total Bond Fund | $50,001 - $100,000 |
Fidelity Contrafund | $15,001 - $50,000 |
Fidelity Diversified International Fund | $50,001 - $100,000 |
Fidelity Dividend Growth Fund | N/A |
Fidelity Spartan 500 Index Fund | $15,001 - $50,000 |
ELLEN COLE'S FIDELITY IRA | $50,001 - $100,000 |
Fidelity Cash Reserves | $1 - $1,000 |
Fidelity Total Bond Fund | $15,001 - $50,000 |
Fidelity Contrafund | $1,001 - $15,000 |
Fidelity Diversified International Fund | $1,001 - $15,000 |
Fidelity Dividend Growth Fund | N/A |
Fidelity Spartan 500 Index Fund | $1,001 - $15,000 |
ANNUITY - Fidelity VIP Individual Freedom 2020 Fund | $50,001 - $100,000 |
T. Rowe Price Federal Thrift Savings Plan - G Fund | $50,001 - $100,000 |
T. Rowe Price Federal Thrift Savings Plan - F Fund | $15,001 - $50,000 |
C Fund | $50,001 - $100,000 |
S Fund | $15,001 - $50,000 |
I Fund | $50,001 - $100,000 |
Tom Cole's Cole Hargave Snodgrass 401K | $15,001 - $50,000 |
American Funds 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 | $1,001 - $15,000 |
Franklin Income Fund A | $1,001 - $15,000 |
Lord Abbett Core Fixed Income Fund | $1,001 - $15,000 |
Lord Abbett 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 | $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 |
FUND COLE 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 |
Dreyfus Premier Leader A Fund | $1,001 - $15,000 |
BGI SDP Stock Fund | $1,001 - $15,000 |
ELLEN COLE'S 401K | $1,001 - $15,000 |
Fidelity Total Bond Fund | $15,001 - $50,000 |
Fidelity Cash Reserves | $1 - $1,000 |
Fidelity Ginnie Mae Fund | N/A |
Fidelity Diversified International Fund | $1,001 - $15,000 |
Fidelity Spartan 500 Index Fund | $1,001 - $15,000 |
Fidelity Fund | N/A |
Fidelity Blue Chip Growth Fund | N/A |
Fidelity OTC Fund | N/A |
Fidelity Aggressive Growth Fund | N/A |
Fidelity Capital Income Fund | N/A |
TOM COLES ANNUITY | N/A |
State Farm Insurance Annuity | $1,001 - $15,000 |
ELLEN COLES 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).