Zoe Lofgren
Zoe Lofgren Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 38 assets and 3 liabilities.
Est. Net Worth
$717K
2012 annual disclosure
Total Assets
$1M - $2.7M
38 assets
Total Liabilities
$765K - $1.6M
3 liabilities
Total Trades
601
From PTR filings
Trade Volume
$6.1M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Mutual Funds$861K (28)
Retirement & Pension$598K (7)
Bank & Cash$375K (1)
ETFs$41K (2)
Top Stock Holdings (from trades)
All Assets (38)
| Asset | Value |
|---|---|
California Public Employee Retirement System | $100,001 - $250,000 |
ICMA-RC - All Funds Inv Co of America | $15,001 - $50,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo | mortgage | $500,001 - $1,000,000 |
| CHASE | mortgage | $250,001 - $500,000 |
| CHASE | line of credit |
Trading Sector Allocation (from PTR trades)
Energy$33K
Financial Services$924K
Consumer Cyclical$369K
Industrials$485K
Consumer Defensive$409K
Communication Services$312K
Technology$490K
Healthcare$536K
Utilities
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).
