Zoe Lofgren
Zoe Lofgren Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed June 16, 2010. Includes 14 assets.
Est. Net Worth
$1.7M
2010 annual disclosure
Total Assets
$1.1M - $2.4M
14 assets
Total Liabilities
$0
0 liabilities
Total Trades
645
From PTR filings
Trade Volume
$6.4M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $3.1M |
| 2009 | $48K |
| 2009 | $1.6M |
| 2010 | $1.7M |
| 2010 | $1.6M |
| 2012 | $717K |
| 2013 | $198K |
Assets by Category
Mutual Funds$1.1M (9)
Stocks$375K (1)
Retirement & Pension$250K (2)
Bank & Cash$41K (2)
Top Stock Holdings (from trades)
All Assets (14)
| Asset | Value |
|---|---|
California Public Employee Retirement System | $100,001 - $250,000 |
ICMARC - Ams Fund Inv Co of America | $15,001 - $50,000 |
ICMARC - Aston/Optimum Mid Cap Equity | $1,001 - $15,000 |
ICMARC - Fidelity Contrafund | $15,001 - $50,000 |
ICMARC - Fidelity Diversified Intl | $15,001 - $50,000 |
ICMARC - Perkins Mid Cap Value I | $1,001 - $15,000 |
ICMARC - T Rowe Price Small Cap Value | $1,001 - $15,000 |
ICMARC - T Rowe Price Small Cap Index | $1,001 - $15,000 |
ICMARC - Vantage Trust PLUS Fund | $100,001 - $250,000 |
John Marshall Collins DC Stock Washington, DC, US | $250,001 - $500,000 |
Wells Fargo & Co Cash Sweep/Advantage Money Market | $500,001 - $1,000,000 |
Wells Fargo Checking Account | $15,001 - $50,000 |
Wells Fargo IRA - Wells Fargo Bank Market Linked CD (Maturity Date 11/7/2011) | $50,001 - $100,000 |
Wells Fargo Savings Account | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Industrials$437K
Consumer Cyclical$352K
Basic Materials$121K
Financial Services$740K
Technology$546K
Communication Services$289K
Healthcare$472K
Consumer Defensive$329K
Insurance$120K
Energy$33K
Utilities$321K
Banking$89K
Manufacturing$32K
Real Estate$240K
Services$96K
Retail Trade$32K
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).