Congressional stock trades · Member
Michael E. Capuano
Former representative · MA-7 · Democrat
No published transactions from periodic transaction reports since 2020. Holdings from 2 annual reports are below.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2017 report.
50 assets with a value on the report filed 2018-05-14. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Central Street, Somerville, MA - though rent 27% of home, this amt is 100% of asset value | Other | Joint | $500,001 - $1,000,000 |
| Congressional FCU | Other | Joint | $1,001 - $15,000 |
| CT&M, LLC | Other | Spouse | $250,001 - $500,000 |
| East Cambridge Savings Bank | Other | Joint | $1,001 - $15,000 |
| American Balanced Cl A | Fund | Spouse | $15,001 - $50,000 |
| American Century One Choice 2025 | Fund | Spouse | $15,001 - $50,000 |
| Ariel Appreciation | Fund | Spouse | $1,001 - $15,000 |
| Contra Fund | Fund | Spouse | $15,001 - $50,000 |
| Export & Multinational | Fund | Spouse | $1,001 - $15,000 |
| Family Value | Fund | Spouse | $1,001 - $15,000 |
| Fidelity Asset Manager | Fund | Spouse | $15,001 - $50,000 |
| Fidelity Balanced | Fund | Spouse | $15,001 - $50,000 |
| Fidelity Cash Reserves | Fund | Spouse | $1 - $1,000 |
| Fidelity GNMA Fund | Fund | Spouse | $15,001 - $50,000 |
| Fidelity Low Priced Stk | Fund | Spouse | $15,001 - $50,000 |
| Fidelity Puritan | Fund | Spouse | $15,001 - $50,000 |
| Fidelity Select Biotech | Fund | Spouse | None |
| FPA Crescent Inst'l | Fund | Spouse | $1,001 - $15,000 |
| Int'l Discovery | Fund | Spouse | $15,001 - $50,000 |
| Invesco Growth & Income Fund | Fund | Spouse | $15,001 - $50,000 |
| Pax World Small Cap Class A | Fund | Spouse | None |
| Royce Total Return FD Investment CL | Fund | Spouse | $1,001 - $15,000 |
| Select Nat'l Gas | Fund | Spouse | None |
| T Rowe Price Cap Appreciation | Fund | Spouse | $15,001 - $50,000 |
| Export & Multinational | Fund | Spouse | None |
| Fidelity Cash Reserves | Fund | Spouse | $1 - $1,000 |
| Fidelity Puritan | Fund | Spouse | $1,001 - $15,000 |
| High Street Realty Trust | Other | Joint | $500,001 - $1,000,000 |
| Fidelity Contra Fund | Fund | Member | $15,001 - $50,000 |
| NW Intl Val Instr Svc | Fund | Member | $1,001 - $15,000 |
| NW Lg Cap Growth | Fund | Member | $15,001 - $50,000 |
| Savings Bank Life Insur | Other | Member | $250,001 - $500,000 |
| Somerville School Employees Federal Credit Union | Other | Joint | $15,001 - $50,000 |
| American Century Equity | Fund | Spouse | $15,001 - $50,000 |
| Baird Core Plus Bd Inv | Fund | Spouse | $1,001 - $15,000 |
| Baron Small Cap | Fund | Spouse | $15,001 - $50,000 |
| BMO Intermediate Tax Free | Fund | Spouse | $1,001 - $15,000 |
| Fidelity Low Priced St Fd | Fund | Spouse | $15,001 - $50,000 |
| First Eagle Fund of America | Fund | Spouse | $1,001 - $15,000 |
| Harding Loevner Intl Sm | Fund | Spouse | $1,001 - $15,000 |
| Insured Deposit Acct | Fund | Spouse | $1,001 - $15,000 |
| Metropolitan West Total | Fund | Spouse | $15,001 - $50,000 |
| PIMCO Total Return | Fund | Spouse | $1,001 - $15,000 |
| Principal Mid Cap Blend A | Fund | Spouse | $15,001 - $50,000 |
| Schwab Health Care Fund | Fund | Spouse | $15,001 - $50,000 |
| Schwab S&P 500 Index Fund | Fund | Spouse | $50,001 - $100,000 |
| Schwab Total Stock Market Fund | Fund | Spouse | $15,001 - $50,000 |
| T Rowe Price Retire 2020 Fund | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Target Retire 2020 Fund | Fund | Spouse | $15,001 - $50,000 |
| Winter Hill Bank | Other | Joint | $1,001 - $15,000 |
How reports are read: holdings methodology.