WALT MINNICK
WALT MINNICK Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 21, 2010. Includes 72 assets and 4 liabilities.
Est. Net Worth
$9.5M
2010 annual disclosure
Total Assets
$4.9M - $16.7M
72 assets
Total Liabilities
$800K - $1.8M
4 liabilities
Total Trades
60
From PTR filings
Trade Volume
$1.3M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2009 | $9.6M |
| 2009 | $11.7M |
| 2010 | $9.5M |
| 2010 | $10.6M |
Assets by Category
Stocks$4.2M (38)
Real Estate$3.8M (5)
LLC / Partnership$1.6M (6)
Mutual Funds$881K (13)
Retirement & Pension$183K (2)
Bank & Cash$152K (5)
ETFs$8K (1)
Other$0 (2)
Top Stock Holdings (from trades)
All Assets (72)
| Asset | Value |
|---|---|
Highway 12 Venture, Limited Partnership Boise, Idaho, US | $100,001 - $250,000 |
Boise Farms Garden Centers, Inc. Boise, Idaho, US | $1,000,001 - $5,000,000 |
Farming Operation Hermiston, Oregon, US | $50,001 - $100,000 |
Foundation Farm, Inc. Walla Walla, US | $250,001 - $500,000 |
Harbust Investors, Corporation | $15,001 - $50,000 |
Showy Phlox Estates Boise, Idaho, US | $1,000,001 - $5,000,000 |
Elk Meadow Farming Operations Walla Walla, WA, US | $100,001 - $250,000 |
Minnick Land Company LLC Boise, Idaho, US | $500,001 - $1,000,000 |
Telemetrics Contract - Earn out | N/A |
Pac West (Akers Capital) Boise, Idaho, US | $50,001 - $100,000 |
Quantum Corp | $1,001 - $15,000 |
SummerWinds Stock Options | N/A |
1094 Hearthstone Boise Vacant Lot Investment Property Boise, Idaho, US | $100,001 - $250,000 |
1094 Hearthstone Drive, Boise Boise, Idaho, US | $250,001 - $500,000 |
Charles Schwab Cash | $1 - $1,000 |
Charles Schwab - IRA Rollover (Schwab Cash Reserves) | $1,001 - $15,000 |
Charles Schwab Cash | $1 - $1,000 |
D3 Family Bulldog Fund, LP | $100,001 - $250,000 |
Charles Schwab Custodian Account - Cash | $50,001 - $100,000 |
RS Smaller Company Fund | $15,001 - $50,000 |
Columbia Small Cap | $15,001 - $50,000 |
Charles Schwab Custodian Account - Cash | $50,001 - $100,000 |
RS Smaller Company Fund | $1,001 - $15,000 |
Columbia Small Cap | $1,001 - $15,000 |
UBS Liquid Assets Fund | $50,001 - $100,000 |
Ireland | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
Hampden Bancorp, Inc. | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Legacy Bancorp, Inc. | $15,001 - $50,000 |
| N/A | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Nucon Corp | $50,001 - $100,000 |
| $15,001 - $50,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| N/A | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
UBS Bank Cash | $1 - $1,000 |
American Funds New World Fund | $50,001 - $100,000 |
American Funds Euro Pacific Growth Fund | $100,001 - $250,000 |
American Funds New Perspective Fund | $50,001 - $100,000 |
American Funds AMCAP Value Fund Class A | $50,001 - $100,000 |
UBS Eucalyptus Fund LLC | $100,001 - $250,000 |
UBS Tamarack Intl | N/A |
UBS Global Allocation Fund Class C | $50,001 - $100,000 |
American Funds Capital World Growth Fund | $50,001 - $100,000 |
American Funds Capital World Bond Fund Cl F A | $100,001 - $250,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| US Bank | mortgage | $500,001 - $1,000,000 |
| US Bank | line of credit | $100,001 - $250,000 |
| Countrywide Mortgage | mortgage | $100,001 - $250,000 |
| US Bank | other | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Energy$97K
Industrials$146K
Healthcare$162K
Technology$32K
Consumer Defensive$32K
Financial Services$81K
Manufacturing$65K
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).