James P. Moran
James P. Moran Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 17, 2010. Includes 14 assets and 4 liabilities.
Est. Net Worth
-$271K
2010 annual disclosure
Total Assets
$463K - $1.2M
14 assets
Total Liabilities
$700K - $1.5M
4 liabilities
Total Trades
208
From PTR filings
Trade Volume
$6.1M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Bank & Cash$425K (3)
Mutual Funds$216K (3)
LLC / Partnership$75K (1)
Stocks$65K (2)
Gov. Securities$33K (1)
Retirement & Pension$16K (4)
Top Stock Holdings (from trades)
All Assets (14)
| Asset | Value |
|---|---|
UBS Account #98302 | $50,001 - $100,000 |
UBS IRA Account #69702 | N/A |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| The Kevin S. Bennett Trust | other | $100,001 - $250,000 |
| The Bryan G. Bennett Trust | other | $250,001 - $500,000 |
| The Richard A. Bennett III Trust | other |
Trading Sector Allocation (from PTR trades)
Energy$80K
Financial Services$992K
Technology$179K
Industrials$838K
Healthcare$56K
Insurance$8K
Consumer Defensive$56K
Consumer Cyclical$64K
Manufacturing
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).
