William L. Owens
William L. Owens Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 36 assets and 2 liabilities.
Est. Net Worth
$2.7M
2013 annual disclosure
Total Assets
$2.2M - $4.8M
36 assets
Total Liabilities
$520K - $1M
2 liabilities
Total Trades
13
From PTR filings
Trade Volume
$550K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2010 | $515K |
| 2010 | $1.3M |
| 2011 | $3.1M |
| 2012 | $583K |
| 2012 | $5.7M |
| 2013 | $2.7M |
Assets by Category
Retirement & Pension$1.2M (5)
Stocks$615K (17)
Mutual Funds$458K (8)
LLC / Partnership$375K (1)
Gov. Securities$375K (1)
Bank & Cash$175K (1)
ETFs$175K (1)
Insurance$75K (1)
Other$75K (1)
Top Stock Holdings (from trades)
All Assets (36)
| Asset | Value |
|---|---|
Commpani National Bank Common Stock | $1,001 - $15,000 |
Hydrionic Technologies Common Stock | $15,001 - $50,000 |
IRA - Morgan Stanley - NBT Bank (Attachment 3) | $1,001 - $15,000 |
IRA of William L Owens - NBT Bank | $500,001 - $1,000,000 |
Mountain Lake Public Television (TIAA/CREF 403B Plan) | $15,001 - $50,000 |
NBT Bank Savings | $100,001 - $250,000 |
| $50,001 - $100,000 | |
Walford Owens, Cutting & Milford Dairy Partnership Plattsburgh, NY, US | $250,001 - $500,000 |
Kellher & Trombley Profit Sharing - 401K (Attachment 4) | $250,001 - $500,000 |
Fed Govt MMP #5 | $250,001 - $500,000 |
Security Mutual Life Insurance Co of NY | $50,001 - $100,000 |
| $100,001 - $250,000 | |
Mortgage of Warehouse at Van Buren Street | $50,001 - $100,000 |
Dodge & Cox International Stock Fund | $15,001 - $50,000 |
| $100,001 - $250,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Fidelity Dividend Growth | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
TIAA Traditional (Mountain Lake Public Television TIAA/CREF 403(b) Plan) | $1,001 - $15,000 |
CREF Stock (Mountain Lake Public Television TIAA/CREF 403(b) Plan) | $1,001 - $15,000 |
TIAA Real Estate (Mountain Lake Public Television TIAA/CREF 403(b) Plan) | $1 - $1,000 |
CREF Inflation Linked Bond (Mountain Lake Public Television TIAA/CREF 403(b) Plan) | $1 - $1,000 |
Fed Govt MMP 5 | $1 - $1,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Federated Capital Preservation | $250,001 - $500,000 |
Dodge & Cox Income Fund | $15,001 - $50,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| NBT Bank | mortgage | $19,515 - $19,515 |
| NBT Bank | mortgage | $500,001 - $1,000,000 |
Trading Sector Allocation (from PTR trades)
Technology$65K
Financial Services$65K
Healthcare$33K
Real Estate$33K
Communication Services$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).