Tom Cole
Tom Cole Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 10, 2012. Includes 83 assets.
Est. Net Worth
$4.2M
2012 annual disclosure
Total Assets
$2.4M - $6M
83 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$2.1M (48)
Stocks$1.3M (17)
Retirement & Pension$596K (11)
Real Estate$183K (2)
Other$24K (5)
Top Stock Holdings (from trades)
All Assets (83)
| Asset | Value |
|---|---|
Oklahoma City, OK, US | $250,001 - $500,000 |
City Bank Money Market Fund | $100,001 - $250,000 |
Personal Residence | $100,001 - $250,000 |
10 acres of land in Johnson County, OK Johnson County, OK, US | $1,001 - $15,000 |
Strategic Communications Moore, OK, US | $250,001 - $500,000 |
BancFirst 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 | $50,001 - $100,000 |
Fidelity Contrafund | $1,001 - $15,000 |
Fidelity Dividend Growth Fund | $15,001 - $50,000 |
Fidelity Spartan 500 Index Fund | $50,001 - $100,000 |
Vanguard High Yield Tax Exempt Funds | $100,001 - $250,000 |
Vanguard Total International Stock Index Fund | $50,001 - $100,000 |
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 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1 - $1,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Tom Cole's Fidelity IRA | $15,001 - $50,000 |
Fidelity Total Bond Fund | $50,001 - $100,000 |
Fidelity Spartan 500 Index Fund | $15,001 - $50,000 |
Fidelity Contrafund | $15,001 - $50,000 |
Fidelity Diversified International Fund | $50,001 - $100,000 |
Ellen Cole's Fidelity IRA | N/A |
Fidelity Diversified International Fund | $50,001 - $100,000 |
Fidelity Contrafund | $15,001 - $50,000 |
Fidelity Spartan 500 Index Fund | $15,001 - $50,000 |
Fidelity Total Bond Fund | $50,001 - $100,000 |
Fidelity Diversified International Fund Annuity | $1,001 - $15,000 |
Fidelity VIP Individual Freedom 2020 Fund (Not self-directed) | $50,001 - $100,000 |
Tom Cole's Federal Thrift Savings Plan | $50,001 - $100,000 |
G Fund | $100,001 - $250,000 |
F Fund | $15,001 - $50,000 |
C Fund | $100,001 - $250,000 |
S Fund | $15,001 - $50,000 |
I Fund | $15,001 - $50,000 |
Tom Cole's Cole Hardware, Snodgrass 401K | $15,001 - $50,000 |
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 Small/Mid Cap Fund | $1,001 - $15,000 |
Franklin Balance Stock Investment Fund | $1,001 - $15,000 |
Lord Abbott 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 |
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 |
Dreyfus Premium Leader A Fund | $1,001 - $15,000 |
BGI SDP Stock Fund | $1,001 - $15,000 |
Ellen Coles 401K Fund | N/A |
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 Coles Annuity | N/A |
State Farm Insurance Annuity (Not self-directed) | $1,001 - $15,000 |
Ellen Coles 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).