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Jim Oberstar's net worth stated on this public document

Spouse=SP

Asset

Year End Value Minimum

Year End Value Maximum

Type of Income

 

Amt. of Income

Minimum

Amt. of Income

Maximum

Transaction

P = purchased

S = sold

E = exchanged

 

SP

Cedant Corp

None

 

Dividends

201

1,000

PS

 

SP

Fedders Corp

None

 

Dividends

1

200

S

 

SP

Saul Centers

None

 

Dividends

2,501

5,000

 

 

SP

Western Digital

None

 

Cap Gains

5,001

15,000

S

 

SP

H&R Block

None

 

Dividends

1

200

S

 

SP

Par Pharmaceutical

None

 

Cap Gains

5,001

15,000

SP

 

SP

Digene Corp

None

 

Cap Gains

50,001

100,000

S

 

SP

Healthextras Inc

None

 

Cap Gains

100,001

1,000,000

S

 

SP

Rite Aid

None

 

Cap Gains

15,001

50,000

S

 

SP

St. Paul Travelers Co

None

 

Dividends

201

1,000

SP

 

SP

Kurth & Co Money Purchase Plan

None

 

Acct was rolled into Spouse IRA acct

None

 

Other

 

SP

Smith Barney Managed Muni Fund

None

 

Dividends

1,001

2,500

S

 

SP

Smith Barney High Income Fund

None

 

Dividends

201

1,000

S

 

 

Smith Barney Managed Muni

None

 

Dividends

1,001

2,500

S

 

 

Smith Barney Higth Income Fund

None

 

Dividends

201

1,000

S

 

SP

Drugstore.com

50,001

100,000

Dividends

None

 

P

 

SP

AES Corp

50,001

100,000

Dividends

None

 

P

 

SP

Cephid

15,001

50,000

Dividends

None

 

 

 

SP

Cortex Pharmaceutical

50,001

100,000

Dividends

None

 

P

 

SP

Costco Wholesale Corp

100,001

250,000

Dividends

201

1,000

P

 

SP

La Quinta Corp

100,001

250,000

Dividends

None

 

P

 

SP

Lucent Tech

100,001

250,000

Dividends

None

 

P

 

SP

Providian Financial Corp

100,001

250,000

Dividends

None

 

P

 

SP

Sirius Satellite Radio

100,001

250,000

Dividends

None

 

P

 

SP

Universal Display Corp

50,001

100,000

Dividends

None

 

 

 

SP

XM Satellite Radio

100,001

250,000

Dividends

None

 

 

 

SP

Command Money Fund

50,001

100,000

Dividends

1,001

2,500

 

 

SP

Johnson & Johnson

50,001

100,000

Dividends

1,001

2,500

 

 

SP

Scudder RREEF Real Estate Fund

15,001

50,000

Dividends

1,001

2,500

 

 

SP

Danka Business Systems

15,001

50,000

Dividends

None

 

P

 

SP

Xicor

15,001

50,000

Cap Gains

15,001

50,000

E

 

SP

Prime Fund Daily Money Class

1,001

15,000

Dividends

 

 

P

SP

FICO Strip Bonds

100,001

250,000

Interest

5,001

15,000

 

 

SP

US Treasury Notes

250,001

500,000

Interest

15,001

50,000

S

 

SP

Felicity St. Charles , LLC

15,001

50,000

Rent

5,001

15,000

 

 

SP

1916 17th St. NW Washington , DC (50%)

None

 

Cap Gains

100,001

1,000,000

S

 

SP

Kurth QTIP A Trust

*

 

Excepted Trust

 

 

 

 

SP

Kurth Bypass Trust

*

 

Excepted Trust

 

 

 

 

SP

JKO, Inc (S Corp)

None

 

Cap Gains
Rent

100,001

1,000,000

S

 

SP

JKO Properties LLC

100,001

250,000

Rent

5,001

15,000

 

 

SP

John Hancock Regional Bank Fund

500,001

1.000.000

Dividends

15,001

50,000

P

 

SP

Kelmore Strategy Eagle Fund

50,001

100,000

Dividends

None

 

P

 

SP

Pimco Pea Value

250,001

500,000

Dividends

5,001

15,000

P

 

SP

New York Com. Bank

None

 

Cap Gains

1,001

2,500

SP

 

SP

Analex

None

 

Cap Gains

201

1,000

S

 

SP

Cephid

50,001

100,000

 

None

 

 

 

SP

Cott Corp

None

 

Cap Gains

15,001

50,000

S

 

SP

Digene Corp

None

 

Cap Gains

50,001

100,000

S

 

SP

Fargo Electronics

50,001

100,000

Dividends

None

 

 

 

SP

Pozen

15,001

50,000

Dividends

None

 

P

 

SP

Universal Display

15,001

50,000

Dividends

None

 

 

 

SP

Safeway Debenture

None

 

Interest

201

1,000

 

 

SP

USB Cash Fund

None

 

Dividends

1

200

S

 

SP

Pioneer Growth Shares

15,001

50,000

Dividends

None

 

S

 

SP

Anheuser Busch

15,001

50,000

Dividends

1

200

 

 

SP

Applied Materials

1,001

15,000

Dividends

None

 

Other

 

SP

Archstone Smith Trust

50,000

100,000

Dividends

1,001

2,500

Other

 

SP

Automatic Data Processing

15,001

50,000

Dividends

1

200

Other

 

SP

Avon Products

15,001

50,000

Dividends

1

200

Other

 

SP

Boston Scientific Corp

15,001

50,000

Dividends

None

 

Other

 

SP

Dell

15,001

50,000

Dividends

None

 

Other

 

SP

Digene

15,001

50,000

Dividends

None

 

Other

 

SP

Disney

15,001

50,000

Dividends

None

 

Other

 

SP

Exxon Mobil

50,001

100,000

Dividends

201

1,000

Other

 

SP

First Commonwealth Financial

15,001

50,000

Dividends

None

 

Other

 

SP

FPL Group

15,001

50,000

Dividends

201

1,000

Other

 

SP

General Electric

50,001

100,000

Dividends

None

 

Other

 

SP

Gillette

15,001

50,000

Dividends

None

 

Other

 

SP

Home Depot

15,001

50,000

Dividends

1

200

Other

 

SP

International Game Tech

15,001

50,000

Dividends

None

 

Other

 

SP

ISHARES Trust Goldman Sachs

15,001

50,000

Dividends

1

200

Other

 

SP

Johnson & Johnson

15,001

50,000

Dividends

201

1,000

Other

 

SP

Microsoft

15,001

50,000

Dividends

5,001

15,000

Other

 

SP

Saul Centers

15,001

50,000

Dividends

None

 

Other

 

SP

St. Paul Travelers

15,001

50,000

Dividends

1

200

Other

 

SP

Starbucks Corp

1,001

15,000

Dividends

None

 

Other

 

SP

Stericycle

15,001

50,000

Dividends

None

 

Other

 

SP

Strayer Education

1,001

15,000

Dividends

1

200

Other

 

SP

Sunrise Senior Living

15,001

50,000

Dividends

None

 

Other

 

SP

Wal-Mart

15,001

50,000

Dividends

None

 

Other

 

SP

Washington Mutual

1,001

15,000

Dividends

None

 

Other

 

SP

XM Satellite Radio

15,001

50,000

Dividends

None

 

Other

 

SP

US Treasury Note

15,001

50,000

Interest

201

1,000

Other

 

SP

Cohen & Steers

15,001

50,000

Dividends

201

1,000

Other

 

SP

Slidell Property Note receivable

None

 

Interest

2,501

5,000

S

 

 

Congressional Federal Credit Union

15,001

50,000

Interest

201

1,000

 

 

SP

Vanguard Windsor ll

50,001

100,000

Dividends

1,001

2,500

P

 

SP

Longleaf Partners

15,001

50,000

Dividends

201

1,000

P

 

SP

Artisian Mid Cap

15,001

50,000

Cap Gains

 

 

S

 

SP

Dodge & Cox

50,001

100,000

Cap Gains

Dividends

2,501

5,000

PS

 

SP

ABN AMRO Montag & Caldwell

50,001

100,000

Dividends

None

 

P

 

SP

Marsico Growth

50,000

100,000

Dividends

None

 

S

 

SP

Oakmark l

15,001

50,000

Dividends

1

200

PS

 

SP

Royce Low-Priced Stock

15,001

50,000

Dividends

201

1,000

P

 

SP

Wasath Core Growth

15,001

50,000

Dividends

201

1,000

PS

 

SP

Julius Baer Intl Equity

50,000

100,000

Dividends

1,001

2,500

P

 

SP

Oakmark Intl l

15,001

50,000

Dividends

201

1,000

P

 

SP

Calamos Growth & Income

15,001

50,000

Dividends

201

1,000

P

 

SP

Met West Total Return

15,001

50,000

Dividends

1,001

2,500

PS

 

SP

Pimco High Yield

50,001

100,000

Dividends

2,501

5,000

PS

 

SP

Western Asset Core Plus Inst

15,001

50,000

Dividends

1,001

2,500

P

 

SP

Western Asset Core

None

 

Dividends

201

1,000

S

 

SP

Jefferson Pilot Annuity9

100,001

250,000

Interest

None

 

P

 

SP

USB Cashfund (formerly Paine Weber Money Fund)

None

 

Dividends

 

 

S

 

SP

Wachovia Banke Money Fund

50,001

100,000

Dividends

2,501

5,000

PS

 

SP

Janus Money Market Fund

None

 

Dividends

1

200

S

 

SP

MFS Value A

None

 

Cap Gains

201

1,000

S

 

 

AES Corp.

1,001

15,000

Dividends

None

 

P

 

 

COSTCO Whsl Corp.

1,001

15,000

Dividends

None

 

P

 

 

Guitar Ctr. Inc

1,001

15,000

Dividends

None

 

P

 

 

Lucent Tech. Inc.

1,001

15,000

Dividends

None

 

P

 

 

Providian Finl. Corp

1,001

15,000

Dividends

None

 

P

 

 

Scudder Rreef Real.

1,001

15,000

Dividends

None

 

P

 

 

Sirius Satellite Radio

1,001

15,000

Dividends

None

 

P

 

 

Universal Display Corp

1,001

15,000

Dividends

None

 

P

 

 

XM Satellite Radio

1,001

15,000

Dividends

None

 

P

 

 

TOTAL

$3,694,089

$8,885,000

 

$564,843

$3,709,500

 

 

I'm lousy at addition so my numbers may not add up. Also, accountants, lawyers and people who keep track of lawmakers assets use language that I'm not always completely familiar with. The Second box at the end by Total is what I've calculated is the minimum ammount of assets this list could add up to and the box next to it is the maximum based on the fact that all the assets are listed as being between very round numbers. The first total is rounded down for every asset listed. The second total is rounded up for every asset listed.

Jim Oberstar will enjoy a very comfortable retirement.