Home Up
| |
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.
|