Xavier Becerra Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed June 28, 2013. Includes 76 assets and 3 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$1.8M

2013 annual disclosure

Total Assets

$1.6M - $4M

76 assets

Total Liabilities

$650K - $1.4M

3 liabilities

Total Trades

170

From PTR filings

Trade Volume

$1.5M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$944K
2009	$794K
2010	$976K
2011	$250K
2011	$1.8M
2012	$1M
2013	$1.8M

Assets by Category

Real Estate$1.9M (3)

Mutual Funds$582K (29)

Other$161K (21)

Bank & Cash$57K (13)

Gov. Securities$49K (4)

Stocks$40K (5)

LLC / Partnership$8K (1)

Top Stock Holdings (from trades)

All Assets (76)

Asset	Type	Owner	Value	Income
1005 Mooney Drive Monterey Park, CA, US	Real Estate	Joint	$250,001 - $500,000	Rent $15,001 - $50,000
100 N. Carolina Place, SE, Apt. H Washington, DC, US	Real Estate	Joint	$500,000 - $1,000,000	Rent $15,001 - $50,000
1633 Junipero Los Angeles, CA 90041, US	Real Estate	Joint	$500,001 - $1,000,000	Rent $15,001 - $50,000
Aegon NV - Bond	Other	DC	$1,001 - $15,000	Interest $1 - $200
American Funds Money Funds - 529	Mutual Funds	DC	$1,001 - $15,000	Dividends
American Funds New Perspective (NPFX)	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
American Funds Preservation FDX	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Barclays Bank - Bond	Other	DC	$1,001 - $15,000	Interest
Barclays Bank - Bond	Other	DC	$1,001 - $15,000	Interest
Blackrock Mid Cap Value	Mutual Funds	DC	N/A	Capital Gains $1 - $200
Blackrock Mid Cap Value	Mutual Funds	Joint	N/A	Capital Gains
Capital One Bank - CD	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Capital World Bond Fund - 529C	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Capital World Growth & Income (CWIGX)(CWIGX)	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Capital World Growth & Income	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Chase - Checking	Bank & Cash	Joint	$1 - $1,000	Interest $1 - $200
Citi Bank NA - CD	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Congressional Federal Credit Union - Checking & Savings	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Credit Suisse USA - Bond	Other	Spouse	$1,001 - $15,000	Interest $1 - $200
Credit Suisse NY - Bond	Other	DC	$1,001 - $15,000	Interest $1 - $200
Credit Suisse NY - Bond	Other	Spouse	$1,001 - $15,000	Interest $1 - $200
Credit Suisse USA - Bond	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
Discover Bank - CD (25469JV6)	Bank & Cash	Spouse	N/A	Interest $1 - $200
Discover Bank - CD (250088Y2)	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Franklin Mutual Discovery A(TEDIX)	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Franklin Mutual Discovery A(TEDIX)	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Fundamental Investors - 529	Other	DC	$1,001 - $15,000	Dividends $1 - $200
G Reit Liquidating Trust	Other	Joint	$1,001 - $15,000	None
GE Capital - Bond (36962G5P8)	Gov. Securities	DC	$1,001 - $15,000	Interest $1 - $200
General Electric Cap Corp Bond (36962GH30)	Gov. Securities	DC	N/A	Interest $1 - $200
Goldman Sachs Bank - CD (38144LAC4)	Bank & Cash	Spouse	N/A	Interest $1 - $200
Goldman Sachs Bank - CD (38148PWL5)	Bank & Cash	DC	N/A	Interest $1 - $200
Goldman Sachs Bank - CD (69669797)	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Goldman Sachs Bank - CD (696697)	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Growth Fund of America Class F1	Mutual Funds	DC	$15,001 - $50,000	Dividends $1 - $200
Growth Fund of America Class F	Mutual Funds	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Health Care REIT Inc.(HCN)	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
Health Care REIT Inc.(HCN)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Healthcare Trust of America(HTA)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Healthcare Trust of America B2	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Healthcare Trust of America B3	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Howard County Municipal Bond	Gov. Securities	Joint	$15,001 - $50,000	Interest
HSBC Finance Bond	Other	DC	$1,001 - $15,000	Interest $1 - $200
HSBC Finance Corp Bond	Other	Spouse	N/A	Interest $1 - $200
Huntington National Bank Bond	Other	Spouse	$1,001 - $15,000	Interest $1 - $200
Income Fund of America 529	Mutual Funds	DC	$15,001 - $50,000	Dividends $201 - $1,000
ING Corporate Leaders	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
ING Corporate Leaders	Mutual Funds	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Invesco Van Kampen American Value(MSAVX)	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Invesco Van Kampen American Value(MSAVX)	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Investment Company of America - 529	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
John Hancock - Bond	Other	DC	$1,001 - $15,000	Interest $1 - $200
JP Morgan Chase - Bond	Other	DC	N/A	Interest $1 - $200
JP Morgan Chase - Bond	Other	DC	$1,001 - $15,000	Interest $1 - $200
Landmark Apartment Trust (formerly Apartment Trust of America)	LLC / Partnership	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Marshall Isley Bank Note - Bond	Other	DC	N/A	Interest $1 - $200
Marisco 21st Century Fund	Mutual Funds	DC	$1,001 - $15,000	Dividends
Marisco 21st Century Fund	Mutual Funds	Joint	$15,001 - $50,000	Dividends
Merrill Lynch - Bond	Other	DC	$15,001 - $50,000	Interest
Midfirst Bank - CD	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Morgan Stanley - Bond	Other	DC	N/A	Interest $1 - $200
Morgan Stanley - Bond	Other	Spouse	$1,001 - $15,000	Interest
New Perspective Fund - 529C	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Protective Life - Bond	Other	DC	$1,001 - $15,000	Interest $1 - $200
Rainier Small / Mid Cap	Mutual Funds	DC	$1,001 - $15,000	Dividends
Rainier Small / Mid Cap	Mutual Funds	Joint	$1,001 - $15,000	Dividends
Schwab Money Fund(SWUXX)	Mutual Funds	DC	$1,001 - $15,000	Dividends
Schwab Money Market Fund	Mutual Funds	Joint	$50,001 - $100,000	Dividends $1 - $200
Small Cap World Fund - 529C	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
SW St Louis Bank - CD	Bank & Cash	Spouse	N/A	Interest $1 - $200
Tennessee Commerce Bank - CD	Bank & Cash	DC	N/A	Interest $1 - $200
The Bond Fund of America - 529C	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Washington Mutual Inv Fund	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Washington Mutual Investor Fund	Mutual Funds	DC	$50,001 - $100,000	Dividends $201 - $1,000
Well Fargo Bank - Bond	Other	Spouse	$1,001 - $15,000	Interest $1 - $200
Wells Fargo - Bond	Other	DC	$1,001 - $15,000	Interest $1 - $200

Liabilities (3)

Creditor	Type	Amount	Rate	Term
GMAC Mortgage	mortgage	$50,001 - $100,000	—	—
GMAC Mortgage	mortgage	$100,001 - $250,000	—	—
Sun Trust Mortgage	mortgage	$500,001 - $1,000,000	—	—

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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).