Jim Matheson
Jim Matheson Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 25 assets and 2 liabilities.
Est. Net Worth
-$21K
2013 annual disclosure
Total Assets
$291K - $766K
25 assets
Total Liabilities
$350K - $750K
2 liabilities
Total Trades
69
From PTR filings
Trade Volume
$874K
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Mutual Funds$445K (19)
Other$83K (2)
Bank & Cash$501 (1)
Stocks$0 (2)
LLC / Partnership$0 (1)
Top Stock Holdings (from trades)
All Assets (25)
| Asset | Value |
|---|---|
Alpine Dynamic Dividend | $15,001 - $50,000 |
Baron Partners Fund | $15,001 - $50,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| US Bank | mortgage | $250,001 - $500,000 |
| Wells Fargo Home Mortgage | mortgage | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Real Estate$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).