Susan A. Davis
Susan A. Davis Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 57 assets and 3 liabilities.
Est. Net Worth
$1.6M
2012 annual disclosure
Total Assets
$1.4M - $3.4M
57 assets
Total Liabilities
$515K - $1.1M
3 liabilities
Total Trades
160
From PTR filings
Trade Volume
$3.5M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Mutual Funds$1.8M (45)
Stocks$365K (7)
Real Estate$175K (1)
ETFs$33K (3)
LLC / Partnership$8K (1)
Top Stock Holdings (from trades)
All Assets (57)
| Asset | Value |
|---|---|
4113-15 Arbor Vitae San Diego, CA, US | $100,001 - $250,000 |
Allergis Managed Futures Strategy | $15,001 - $50,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| JPMorgan Chase | mortgage | $250,001 - $500,000 |
| JPMorgan Chase | mortgage | $250,001 - $500,000 |
| JPMorgan Chase | mortgage |
Trading Sector Allocation (from PTR trades)
Consumer Defensive$73K
Technology$522K
Industrials$268K
Energy$98K
Financial Services$73K
Consumer Cyclical$211K
Utilities$32K
Retail Trade$16K
Healthcare
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).
