Tom Cole
Tom Cole Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 16, 2011. Includes 86 assets.
Est. Net Worth
$4.4M
2011 annual disclosure
Total Assets
$2.5M - $6.3M
86 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 (51)
Stocks$702K (18)
Real Estate$378K (2)
LLC / Partnership$375K (1)
Retirement & Pension$206K (9)
Bank & Cash$183K (3)
Gov. Securities$175K (1)
Other$33K (1)
Top Stock Holdings (from trades)
All Assets (86)
| Asset | Value |
|---|---|
Cole, Hargrave, Snodgrass and Associates Oklahoma City, OK, US | $250,001 - $500,000 |
Midfirst Bank Money Market Fund | $50,001 - $100,000 |
Personal Residence | $250,001 - $500,000 |
10 acres of land in Johnson County (owned jointly with John D. Cole) Johnson County, US | $1,001 - $5,000 |
Strategic Communications Inc. | $250,001 - $500,000 |
Midfirst Bank | $15,001 - $50,000 |
Burke and Herbert Bank Money Market Fund | $50,001 - $100,000 |
Fidelity Spartan 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 | $1,001 - $15,000 |
Fidelity Select Healthcare Fund | $15,001 - $50,000 |
Fidelity Dividend Growth Fund | $50,001 - $100,000 |
Fidelity Spartan 500 Index Fund | $50,001 - $100,000 |
Fidelity Select Financial Services Fund | $1,001 - $15,000 |
Vanguard High Yield Tax Exempt Fund | $100,001 - $250,000 |
Vanguard Total International Stock Fund | $100,001 - $250,000 |
Vanguard Total Stock Market Index Fund | $250,001 - $500,000 |
Baron Asset Fund | $15,001 - $50,000 |
T Rowe Price Equity Income Fund | $100,001 - $250,000 |
Vanguard Inflation Protected Securities Fund | $5,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $5,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Fidelity Spartan 500 Index Fund | $15,001 - $50,000 |
Fidelity Contrafund | $1,001 - $15,000 |
Fidelity Total Bond Fund | $15,001 - $50,000 |
ELLEN COLE'S FIDELITY IRA | $50,001 - $100,000 |
Fidelity Diversified International Fund | $15,001 - $50,000 |
Fidelity Spartan 500 Index Fund | $15,001 - $50,000 |
Fidelity Contrafund | $15,001 - $50,000 |
Fidelity Total Bond Fund | $50,001 - $100,000 |
TOM COLE'S FIDELITY IRA | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Fidelity Diversified International Fund Annuity | $15,001 - $50,000 |
Fidelity VIP Individual Freedom 2020 Fund (Not self-directed) Thrift Savings Plan | $50,001 - $100,000 |
G Fund (Thrift Savings Plan) | $100,001 - $250,000 |
F Fund (Thrift Savings Plan) | $15,001 - $50,000 |
C Fund (Thrift Savings Plan) | $50,001 - $100,000 |
S Fund (Thrift Savings Plan) | $15,001 - $50,000 |
I Fund (Thrift Savings Plan) | $50,001 - $100,000 |
IOM Coles Cole, Hargave, Snodgrass 401K | $50,001 - $100,000 |
Franklin Income Fund A | $1,001 - $15,000 |
Credit Suisse Capital Appreciation Fund | $1,001 - $15,000 |
Franklin MSF Mutual Share Fund | $1,001 - $15,000 |
Franklin SmallMed 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 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 A | $1,001 - $15,000 |
Strong Government Securities Fund | $1,001 - $15,000 |
Templeton Foreign Fund A | $1,001 - $15,000 |
Vanguard Common Stock Fund | $1,001 - $15,000 |
TOM COLE'S 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 Fund | $1,001 - $15,000 |
Janus Premium Leader A Fund | $1,001 - $15,000 |
BGI S&P Stock Fund | $1,001 - $15,000 |
ELLEN COLE'S 401K | $1,001 - $15,000 |
Fidelity Total Bond Fund | $1,001 - $15,000 |
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 | $1,001 - $15,000 |
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).