William L. Owens

William L. Owens Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed July 27, 2010. Includes 5 assets.

Est. Net Worth
$515K
2010 annual disclosure
Total Assets
$330K - $700K
5 assets
Total Liabilities
$0
0 liabilities
Total Trades
13
From PTR filings
Trade Volume
$550K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2010$515K
2010$1.3M
2011$3.1M
2012$583K
2012$5.7M
2013$2.7M

Assets by Category

Mutual Funds$450K (2)
Other$33K (1)
Insurance$33K (1)
Stocks$0 (1)

Top Stock Holdings (from trades)

All Assets (5)

AssetValue
Not disclosed
General Electric Cap Corp Med-Term Security
$15,001 - $50,000
Mutual Life Insurance Co. of N.Y.
$15,001 - $50,000
Federated Capital Preservation
$250,001 - $500,000
Dodge & Cox Income
$50,001 - $100,000

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).