William L. Owens
William L. Owens Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed June 14, 2011. Includes 34 assets and 1 liabilities.
Est. Net Worth
$3.1M
2011 annual disclosure
Total Assets
$1.9M - $4.4M
34 assets
Total Liabilities
$50K - $100K
1 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
Bank & Cash$925K (2)
Stocks$536K (12)
Retirement & Pension$457K (8)
LLC / Partnership$408K (2)
Mutual Funds$291K (4)
Gov. Securities$175K (1)
ETFs$175K (1)
Real Estate$75K (1)
Other$65K (2)
Insurance$33K (1)
Top Stock Holdings (from trades)
All Assets (34)
| Asset | Value |
|---|---|
Champlain National Bank Common Stock | $1,001 - $15,000 |
Commercial Road Building Partnership | $15,001 - $50,000 |
Hydroionic Technologies Common Stock | $15,001 - $50,000 |
| $50,001 - $100,000 | |
IRA of William L. Owens - NBT Bank (See Schedule 1) | $15,001 - $50,000 |
Bank (See Schedule 1) | $500,001 - $1,000,000 |
Morgan Stanley Television IRA/CRE F 403 B Plan (See Schedule 3) | $15,001 - $50,000 |
NBT Bank Savings | $100,001 - $250,000 |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
Stafford, Owens, Curing & Murnane Building Partnership | $250,001 - $500,000 |
Stafford, Piller, Murnane, Plimpton, Kelleher & Trombley Profit Sharing (See Schedule 2) | $250,001 - $500,000 |
Fed Govt MMP #5 | $100,001 - $250,000 |
Security Mutual Life Insurance Co of NY | $15,001 - $50,000 |
Federated Capital Preservation | $100,001 - $250,000 |
General Electric Cap Corp Med-Term | $15,001 - $50,000 |
| $100,001 - $250,000 | |
Warehouse at Van Buren Street | $50,001 - $100,000 |
Dodge & Cox International Stock Fund | $50,001 - $100,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Fidelity Dividend Growth | $15,001 - $50,000 |
Stafford, Piller, Murnane, Plimpton, Kelleher & Trombley PLLC Profit Sharing | N/A |
TIAA Traditional (TIAA/CREF 403(B) Plan) | $1,001 - $15,000 |
CREF Stock (TIAA/CREF 403(B) Plan) | $1,001 - $15,000 |
TIAA Real Estate (TIAA/CREF 403(B) Plan) | $1 - $1,000 |
CREF Inflation Linked Bond (TIAA/CREF 403(B) Plan) | $1 - $1,000 |
Fed Govt MMP 5 | $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| NBT Bank | mortgage | $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).