michael e. capuano

House / Democratic / Massachusetts

"Michael E. Capuano served as a U.S. Representative from Massachusetts from 1999 to 2019. Known for his work on transportation, housing, and urban development, Capuano was a strong advocate for public infrastructure projects."

Net Worth Est.

$3.2M

Trade volume

Total trades

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Last Traded

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Trades
Current Portfolio
Networth

Est net worth of $3.2M

Top Holdings

Other
$1.13M
Mutual Funds
$895.02K
Real Property
$750K
Ownership Interest
$375K
Bank Accounts, Money Market Accounts and CDs
$56.5K

Ticker	Amount	Owner	Income	Income Type	Filing Year
- High Street Realty Trust [OT]Other	$500,001 - $1,000,000	JT	$15,001 - $50,000	Rent	2017
- Central Street, Somerville, MA - though rent 27% of home, this amt is 100% of asset value [RP]Real Property	$500,001 - $1,000,000	JT	$5,001 - $15,000	Rent	2017
S SBLI Savings Bank Life Insur (SBLI) [OT]Other	$250,001 - $500,000		$1 - $200	Dividends	2017
- CT&M, LLC [OL]Ownership Interest	$250,001 - $500,000	SP	$5,001 - $15,000	Rent	2017
- TD Ameritrade 401K ⇒ Schwab S&P 500 Index Fund [MF]Mutual Funds	$50,001 - $100,000	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ Invesco Growth & Income Fund [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ T Rowe Price Cap Appreciation [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ Fidelity Asset Manager [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ Fidelity Balanced [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ Fidelity GNMA Fund [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ Int'l Discovery [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- Nationwide Retirement ⇒ Fidelity Contra Fund [MF]Mutual Funds	$15,001 - $50,000			Tax-Deferred	2017
- Nationwide Retirement ⇒ NW Lg Cap Growth [MF]Mutual Funds	$15,001 - $50,000			Tax-Deferred	2017
- Somerville School Employees Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs	$15,001 - $50,000	JT	$1 - $200	Interest	2017
- TD Ameritrade 401K ⇒ American Century Equity [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- TD Ameritrade 401K ⇒ Baron Small Cap [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- TD Ameritrade 401K ⇒ Fidelity Low Priced St Fd [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- TD Ameritrade 401K ⇒ Metropolitan West Total [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- TD Ameritrade 401K ⇒ Principal Mid Cap Blend A [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- TD Ameritrade 401K ⇒ Schwab Health Care Fund [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- TD Ameritrade 401K ⇒ Schwab Total Stock Market Fund [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- TD Ameritrade 401K ⇒ T Rowe Price Retire 2020 Fund [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- TD Ameritrade 401K ⇒ Vanguard Target Retire 2020 Fund [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ Fidelity Low Priced Stk [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ American Balanced Cl A [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ American Century One Choice 2025 [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ Contra Fund [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ Fidelity Puritan [MF]Mutual Funds	$15,001 - $50,000	SP		Tax-Deferred	2017
I IDA TD Ameritrade 401K ⇒ Insured Deposit Acct (IDA) [MF]Mutual Funds	$1,001 - $15,000	SP		Tax-Deferred	2017
- TD Ameritrade 401K ⇒ PIMCO Total Return [MF]Mutual Funds	$1,001 - $15,000	SP		Tax-Deferred	2017
- Winter Hill Bank [BA]Bank Accounts, Money Market Accounts and CDs	$1,001 - $15,000	JT	$1 - $200	Interest	2017
- TD Ameritrade 401K ⇒ Baird Core Plus Bd Inv [MF]Mutual Funds	$1,001 - $15,000	SP		Tax-Deferred	2017
- TD Ameritrade 401K ⇒ BMO Intermediate Tax Free [MF]Mutual Funds	$1,001 - $15,000	SP		Tax-Deferred	2017
- Congressional FCU [BA]Bank Accounts, Money Market Accounts and CDs	$1,001 - $15,000	JT	$1 - $200	Interest	2017
- TD Ameritrade 401K ⇒ First Eagle Fund of America [MF]Mutual Funds	$1,001 - $15,000	SP		Tax-Deferred	2017
- TD Ameritrade 401K ⇒ Harding Loevner Intl Sm [MF]Mutual Funds	$1,001 - $15,000	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ Ariel Appreciation [MF]Mutual Funds	$1,001 - $15,000	SP		Tax-Deferred	2017
- East Cambridge Savings Bank [BA]Bank Accounts, Money Market Accounts and CDs	$1,001 - $15,000	JT	$1 - $200	Interest	2017
- Fidelity - IRA Rollover ⇒ Royce Total Return FD Investment CL [MF]Mutual Funds	$1,001 - $15,000	SP		Tax-Deferred	2017
- Fidelity - IRA Traditional ⇒ Fidelity Puritan [MF]Mutual Funds	$1,001 - $15,000	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ FPA Crescent Inst'l [MF]Mutual Funds	$1,001 - $15,000	SP		Tax-Deferred	2017
- Nationwide Retirement ⇒ NW Intl Val Instr Svc [MF]Mutual Funds	$1,001 - $15,000			Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ Export & Multinational [MF]Mutual Funds	$1,001 - $15,000	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ Family Value [MF]Mutual Funds	$1,001 - $15,000	SP		Tax-Deferred	2017
- Fidelity - IRA Traditional ⇒ Fidelity Cash Reserves [MF]Mutual Funds	$1 - $1,000	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ Fidelity Cash Reserves [MF]Mutual Funds	$1 - $1,000	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ Select Nat'l Gas [MF]Mutual Funds	None	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ Fidelity Select Biotech [MF]Mutual Funds	None	SP		Tax-Deferred	2017
- Fidelity - IRA Rollover ⇒ Pax World Small Cap Class A [MF]Mutual Funds	None	SP		Tax-Deferred	2017
- Fidelity - IRA Traditional ⇒ Export & Multinational [MF]Mutual Funds	None	SP		Tax-Deferred	2017
- Central Street, Somerville, MA - though rent 27% of home, this amt is 100% of asset value	$500,001 - $1,000,000	JT	$5,001 - $15,000	Rent	2016
- High Street Realty Trust	$500,001 - $1,000,000	JT	$15,001 - $50,000	Rent	2016
- CT&M, LLC	$250,001 - $500,000	SP	$2,501 - $5,000	Rent	2016
S SBLI Savings Bank Life Insur (SBLI)	$250,001 - $500,000		$1 - $200	Dividends	2016
- TD Ameritrade 401K ⇒ Schwab S&P 500 Index Fund	$50,001 - $100,000	SP		Tax-Deferred	2016
- TD Ameritrade 401K ⇒ Metropolitan West Total	$15,001 - $50,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ American Century One Choice 2025	$15,001 - $50,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ Contra Fund	$15,001 - $50,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ Export & Multinational	$15,001 - $50,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ Family Value	$15,001 - $50,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ Fidelity Cash Reserves	$15,001 - $50,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ Fidelity GNMA Fund	$15,001 - $50,000	SP		Tax-Deferred	2016
- Nationwide Retirement ⇒ Fidelity Contra Fund	$15,001 - $50,000			Tax-Deferred	2016
- TD Ameritrade 401K ⇒ Schwab Total Stock Market Fund	$15,001 - $50,000	SP		Tax-Deferred	2016
- Somerville School Employees Federal Credit Union	$15,001 - $50,000	JT	$1 - $200	Interest	2016
- TD Ameritrade 401K ⇒ American Century Equity	$15,001 - $50,000	SP		Tax-Deferred	2016
- TD Ameritrade 401K ⇒ Fidelity Low Priced St Fd	$15,001 - $50,000	SP		Tax-Deferred	2016
- TD Ameritrade 401K ⇒ First Eagle Fund of America	$15,001 - $50,000	SP		Tax-Deferred	2016
I IDA TD Ameritrade 401K ⇒ Insured Deposit Acct (IDA)	$15,001 - $50,000	SP		Tax-Deferred	2016
- TD Ameritrade 401K ⇒ Principal Mid Cap Blend A	$15,001 - $50,000	SP		Tax-Deferred	2016
- TD Ameritrade 401K ⇒ Schwab Health Care Fund	$15,001 - $50,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ Fidelity Low Priced Stk	$15,001 - $50,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ Int'l Discovery	$15,001 - $50,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ Invesco Growth & Income Fund	$15,001 - $50,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ Pax World Small Cap Class A	$15,001 - $50,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ T Rowe Price Cap Appreciation	$15,001 - $50,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ Royce Total Return FD Investment CL	$1,001 - $15,000	SP		Tax-Deferred	2016
- TD Ameritrade 401K ⇒ Baron Small Cap	$1,001 - $15,000	SP		Tax-Deferred	2016
- Congressional FCU	$1,001 - $15,000	JT	$1 - $200	Interest	2016
- Winter Hill Bank	$1,001 - $15,000	JT	$1 - $200	Interest	2016
- East Cambridge Savings Bank	$1,001 - $15,000	JT	$1 - $200	Interest	2016
- TD Ameritrade 401K ⇒ BMO Intermediate Tax Free	$1,001 - $15,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ Ariel Appreciation	$1,001 - $15,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ Balanced Fund	$1,001 - $15,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ Fidelity Select Biotech	$1,001 - $15,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ FPA Crescent Inst'l	$1,001 - $15,000	SP		Tax-Deferred	2016
- TD Ameritrade 401K ⇒ Harding Loevner Intl Sm	$1,001 - $15,000	SP		Tax-Deferred	2016
- Fidelity - IRA Rollover ⇒ Select Nat'l Gas	$1,001 - $15,000	SP		Tax-Deferred	2016
- Nationwide Retirement ⇒ NW Intl Val Instr Svc	$1,001 - $15,000			Tax-Deferred	2016
- TD Ameritrade 401K ⇒ PIMCO Total Return	$1,001 - $15,000	SP		Tax-Deferred	2016
- Nationwide Retirement ⇒ NW Lg Cap Growth	$1,001 - $15,000			Tax-Deferred	2016
- TD Ameritrade 401K ⇒ Baird Core Plus Bd Inv	$1,001 - $15,000	SP		Tax-Deferred	2016
- Fidelity - IRA Traditional ⇒ Export & Multinational	$1,001 - $15,000	SP		Tax-Deferred	2016
- Fidelity - IRA Traditional ⇒ Fidelity Cash Reserves	$1 - $1,000	SP		Tax-Deferred	2016
- Charles Schwab 401K ⇒ Fidelity Low Priced St Fd	None	SP		Tax-Deferred	2016
- Charles Schwab 401K ⇒ BMO Intermediate Tax Free	None	SP		Tax-Deferred	2016
- Charles Schwab 401K ⇒ American Century Equity	None	SP		Tax-Deferred	2016
- Charles Schwab 401K ⇒ Baron Small Cap	None	SP		Tax-Deferred	2016
- Charles Schwab 401K ⇒ Harding Loevner Intl Sm	None	SP		Tax-Deferred	2016
- Charles Schwab 401K ⇒ Metropolitan West Total	None	SP		Tax-Deferred	2016
- Charles Schwab 401K ⇒ PIMCO Total Return	None	SP		Tax-Deferred	2016
- Charles Schwab 401K ⇒ Principal Mid Cap Blend A	None	SP		Tax-Deferred	2016
- Charles Schwab 401K ⇒ Schwab Cash & MM Fund	None	SP		Tax-Deferred	2016
- Charles Schwab 401K ⇒ Schwab Health Care Fund	None	SP		Tax-Deferred	2016
- Charles Schwab 401K ⇒ Schwab S&P 500 Index Fund	None	SP		Tax-Deferred	2016
- Charles Schwab 401K ⇒ Schwab Total Stock Market Fund	None	SP		Tax-Deferred	2016
- Charles Schwab 401K ⇒ First Eagle Fund of America	None	SP		Tax-Deferred	2016
- Charles Schwab 401K ⇒ Baird Core Plus Bd Inv	None	SP		Tax-Deferred	2016
- Central Street, Somerville, MA - though rent 27% of home, this amt is 100% of asset value	$500,001 - $1,000,000	JT	$5,001 - $15,000	Rent	2015
- High Street Realty Trust	$500,001 - $1,000,000	JT	$15,001 - $50,000	Rent	2015
- CT&M, LLC	$250,001 - $500,000	SP	$5,001 - $15,000	Rent	2015
S SBLI Savings Bank Life Insur (SBLI)	$250,001 - $500,000		$1 - $200	Dividends	2015
- Charles Schwab 401K ⇒ Schwab S&P 500 Index Fund	$50,001 - $100,000	SP		Tax-Deferred	2015
- Somerville School Employees Federal Credit Union	$15,001 - $50,000	JT	$1 - $200	Interest	2015
- Charles Schwab 401K ⇒ American Century Equity	$15,001 - $50,000	SP		Tax-Deferred	2015
- Charles Schwab 401K ⇒ Fidelity Low Priced St Fd	$15,001 - $50,000	SP		Tax-Deferred	2015
- Charles Schwab 401K ⇒ Metropolitan West Total	$15,001 - $50,000	SP		Tax-Deferred	2015
- Charles Schwab 401K ⇒ Principal Mid Cap Blend A	$15,001 - $50,000	SP		Tax-Deferred	2015
- Charles Schwab 401K ⇒ Schwab Health Care Fund	$15,001 - $50,000	SP		Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ American Century One Choice 2025	$15,001 - $50,000	SP		Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ Contra Fund	$15,001 - $50,000	SP		Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ Export & Multinational	$15,001 - $50,000	SP		Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ Family Value	$15,001 - $50,000	SP		Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ Fidelity Cash Reserves	$15,001 - $50,000	SP		Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ Fidelity GNMA Fund	$15,001 - $50,000	SP		Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ Fidelity Low Priced Stk	$15,001 - $50,000	SP		Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ Int'l Discovery	$15,001 - $50,000	SP		Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ T Rowe Price Cap Appreciation	$15,001 - $50,000	SP		Tax-Deferred	2015
- Nationwide Retirement ⇒ Fidelity Contra Fund	$15,001 - $50,000			Tax-Deferred	2015
- Charles Schwab 401K ⇒ Baird Core Plus Bd Inv	$1,001 - $15,000	SP		Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ Balanced Fund	$1,001 - $15,000	SP		Tax-Deferred	2015
- Fidelity - IRA Traditional ⇒ Export & Multinational	$1,001 - $15,000	SP		Tax-Deferred	2015
- Congressional FCU	$1,001 - $15,000	JT	$1 - $200	Interest	2015
- Charles Schwab 401K ⇒ BMO Intermediate Tax Free	$1,001 - $15,000	SP		Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ Ariel Appreciation	$1,001 - $15,000	SP		Tax-Deferred	2015
- Winter Hill Bank	$1,001 - $15,000	JT	$1 - $200	Interest	2015
- East Cambridge Savings Bank	$1,001 - $15,000	JT	$1 - $200	Interest	2015
- Nationwide Retirement ⇒ NW Intl Val Instr Svc	$1,001 - $15,000			Tax-Deferred	2015
- Nationwide Retirement ⇒ NW Lg Cap Growth	$1,001 - $15,000			Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ Fidelity Select Biotech	$1,001 - $15,000	SP		Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ FPA Crescent Inst'l	$1,001 - $15,000	SP		Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ Invesco Growth & Income Fund	$1,001 - $15,000	SP		Tax-Deferred	2015
- Charles Schwab 401K ⇒ Harding Loevner Intl Sm	$1,001 - $15,000	SP		Tax-Deferred	2015
- Charles Schwab 401K ⇒ Baron Small Cap	$1,001 - $15,000	SP		Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ Pax World Small Cap Class A	$1,001 - $15,000	SP		Tax-Deferred	2015
- Charles Schwab 401K ⇒ PIMCO Total Return	$1,001 - $15,000	SP		Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ Royce Total Return FD Investment CL	$1,001 - $15,000	SP		Tax-Deferred	2015
- Charles Schwab 401K ⇒ Schwab Cash & MM Fund	$1,001 - $15,000	SP		Tax-Deferred	2015
- Fidelity - IRA Rollover ⇒ Select Nat'l Gas	$1,001 - $15,000	SP		Tax-Deferred	2015
- Charles Schwab 401K ⇒ First Eagle Fund of America	$1,001 - $15,000	SP		Tax-Deferred	2015
- Charles Schwab 401K ⇒ Schwab Total Stock Market Fund	$1,001 - $15,000	SP		Tax-Deferred	2015
- Fidelity - IRA Traditional ⇒ Fidelity Cash Reserves	$1 - $1,000	SP		Tax-Deferred	2015
- Nesteggs - IRA Rollover ⇒ Fidelity Cash Reserve	None	SP		Tax-Deferred	2015
- Nesteggs - IRA Rollover ⇒ Windward Aggressive Fund	None	SP		Tax-Deferred	2015
- High Street Realty Trust	$500,001 - $1,000,000	JT	$15,001 - $50,000	Rent	2014
- Central Street, Somerville, MA - though rent 27% of home, this amt is 100% of asset value	$500,001 - $1,000,000	JT	$5,001 - $15,000	Rent	2014
S SBLI Savings Bank Life Insur (SBLI)	$250,001 - $500,000		$1 - $200	Dividends	2014
- CT&M, LLC	$100,001 - $250,000	SP	$5,001 - $15,000	Interest, Partnership income	2014
- Charles Schwab 401K ⇒ Schwab S&P 500 Index Fund	$50,001 - $100,000	SP		Tax-Deferred	2014
- Nesteggs - IRA Rollover ⇒ Windward Aggressive Fund	$50,001 - $100,000	SP		Tax-Deferred	2014
- Fidelity - IRA Rollover ⇒ Family Value	$15,001 - $50,000	SP		Tax-Deferred	2014
- Charles Schwab 401K ⇒ American Century Equity	$15,001 - $50,000	SP		Tax-Deferred	2014
- Charles Schwab 401K ⇒ Fidelity Low Priced St Fd	$15,001 - $50,000	SP		Tax-Deferred	2014
- Charles Schwab 401K ⇒ Metropolitan West Total	$15,001 - $50,000	SP		Tax-Deferred	2014
- Charles Schwab 401K ⇒ Principal Mid Cap Blend A	$15,001 - $50,000	SP		Tax-Deferred	2014
- Charles Schwab 401K ⇒ Schwab Health Care Fund	$15,001 - $50,000	SP		Tax-Deferred	2014
- Nationwide Retirement ⇒ Fidelity Contra	$15,001 - $50,000			Tax-Deferred	2014
- Somerville School Employees Federal Credit Union	$15,001 - $50,000	JT	$1 - $200	Interest	2014
- Fidelity - IRA Rollover ⇒ Contra Fund	$15,001 - $50,000	SP		Tax-Deferred	2014
- Fidelity - IRA Rollover ⇒ Export & Multinational	$15,001 - $50,000	SP		Tax-Deferred	2014
- Fidelity - IRA Rollover ⇒ Int'l Discovery	$15,001 - $50,000	SP		Tax-Deferred	2014
- Fidelity - IRA Rollover ⇒ Royce Total Return FD Investment CL	$15,001 - $50,000	SP		Tax-Deferred	2014
- Fidelity - IRA Rollover ⇒ Select Nat'l Gas	$15,001 - $50,000	SP		Tax-Deferred	2014
- Fidelity - IRA Rollover ⇒ T Rowe Price Cap Appreciation	$15,001 - $50,000	SP		Tax-Deferred	2014
- Fidelity - IRA Rollover ⇒ Balanced Fund	$1,001 - $15,000	SP		Tax-Deferred	2014
- Nationwide Retirement ⇒ NW Intl Val Instr Svc	$1,001 - $15,000			Tax-Deferred	2014
- Nationwide Retirement ⇒ NW Lg Cap Growth	$1,001 - $15,000			Tax-Deferred	2014
- Charles Schwab 401K ⇒ Cash & MM Fund	$1,001 - $15,000	SP		Tax-Deferred	2014
- Charles Schwab 401K ⇒ BMO Intermediate Tax Free	$1,001 - $15,000	SP		Tax-Deferred	2014
- Fidelity - IRA Traditional ⇒ Export & Multinational	$1,001 - $15,000	SP		Tax-Deferred	2014
- Winter Hill Bank	$1,001 - $15,000	JT	$1 - $200	Interest	2014
- Fidelity - IRA Rollover ⇒ Ariel Appreciation	$1,001 - $15,000	SP		Tax-Deferred	2014
- Fidelity - IRA Rollover ⇒ Invesco Growth & Income Fund	$1,001 - $15,000	SP		Tax-Deferred	2014
- Charles Schwab 401K ⇒ Baird Core Plus Bd Inv	$1,001 - $15,000	SP		Tax-Deferred	2014
- Nesteggs - IRA Rollover ⇒ Fidelity Cash Reserve	$1,001 - $15,000	SP		Tax-Deferred	2014
- Charles Schwab 401K ⇒ Baron Small Cap	$1,001 - $15,000	SP		Tax-Deferred	2014
- Charles Schwab 401K ⇒ PIMCO Total Return	$1,001 - $15,000	SP		Tax-Deferred	2014
- Fidelity - IRA Rollover ⇒ FPA Crescent Inst'l	$1,001 - $15,000	SP		Tax-Deferred	2014
- Charles Schwab 401K ⇒ Harding Loevner Intl Sm	$1,001 - $15,000	SP		Tax-Deferred	2014
- Charles Schwab 401K ⇒ Schwab Total Stock Market Fund	$1,001 - $15,000	SP		Tax-Deferred	2014
- Congressional FCU	$1,001 - $15,000	JT	$1 - $200	Interest	2014
- Charles Schwab 401K ⇒ First Eagle Fund of America	$1,001 - $15,000	SP		Tax-Deferred	2014
- East Cambridge Savings Bank	$1,001 - $15,000	JT	$1 - $200	Interest	2014
- Fidelity - IRA Rollover ⇒ Cash Reserves	$1 - $1,000	SP		Tax-Deferred	2014
- Fidelity - IRA Traditional ⇒ Cash Reserves	$1 - $1,000	SP		Tax-Deferred	2014
- Central Street, Somerville, MA - though rent 27% of home, this amt is 100% of asset value	$500,001 - $1,000,000	JT	$5,001 - $15,000	Rent	2013
S SBLI Savings Bank Life Insur (SBLI)	$250,001 - $500,000		$1 - $200	Dividends	2013
- High Street Realty Trust	$250,001 - $500,000	JT	$15,001 - $50,000	Rent	2013
- CT&M, LLC	$100,001 - $250,000	SP	$2,501 - $5,000	Interest, Partnership income	2013
- Nesteggs - IRA Rollover ⇒ Windward Aggressive Fund	$50,001 - $100,000	SP		Tax-Deferred	2013
- Somerville School Employees Federal Credit Union	$50,001 - $100,000	JT	$1 - $200	Interest	2013
- Fidelity - IRA Rollover ⇒ T Rowe Price Cap Appreciation	$15,001 - $50,000	SP		Tax-Deferred	2013
- Charles Schwab 401K ⇒ Metropolitan West Total	$15,001 - $50,000	SP		Tax-Deferred	2013
- Charles Schwab 401K ⇒ Schwab S&P 500 Index Fund	$15,001 - $50,000	SP		Tax-Deferred	2013
- Charles Schwab 401K ⇒ Principal Mid Cap Blend A	$15,001 - $50,000	SP		Tax-Deferred	2013
- Fidelity - IRA Rollover ⇒ Export & Multinational	$15,001 - $50,000	SP		Tax-Deferred	2013
- Charles Schwab 401K ⇒ Cash & MM Fund	$15,001 - $50,000	SP		Tax-Deferred	2013
- Fidelity - IRA Rollover ⇒ Int'l Discovery	$15,001 - $50,000	SP		Tax-Deferred	2013
- Charles Schwab 401K ⇒ American Century Equity	$15,001 - $50,000	SP		Tax-Deferred	2013
- Fidelity - IRA Rollover ⇒ Contra Fund	$15,001 - $50,000	SP		Tax-Deferred	2013
- Fidelity - IRA Rollover ⇒ Select Nat'l Gas	$15,001 - $50,000	SP		Tax-Deferred	2013
- Winter Hill Bank	$1,001 - $15,000	JT	$1 - $200	Interest	2013
- Charles Schwab 401K ⇒ Fidelity Low Priced St Fd	$1,001 - $15,000	SP		Tax-Deferred	2013
- Charles Schwab 401K ⇒ First Eagle Fund of America	$1,001 - $15,000	SP		Tax-Deferred	2013
- Charles Schwab 401K ⇒ PIMCO Total Return	$1,001 - $15,000	SP		Tax-Deferred	2013
- Charles Schwab 401K ⇒ Schwab Health Care Fund	$1,001 - $15,000	SP		Tax-Deferred	2013
- Congressional FCU	$1,001 - $15,000	JT	$1 - $200	Interest	2013
- Charles Schwab 401K ⇒ Baird Core Plus Bd Inv	$1,001 - $15,000	SP		Tax-Deferred	2013
- Charles Schwab 401K ⇒ Baron Small Cap	$1,001 - $15,000	SP		Tax-Deferred	2013
- Charles Schwab 401K ⇒ BMO Intermediate Tax Free	$1,001 - $15,000	SP		Tax-Deferred	2013
- East Cambridge Savings Bank	$1,001 - $15,000	JT	$1 - $200	Interest	2013
- Fidelity - IRA Rollover ⇒ Ariel Appreciation	$1,001 - $15,000	SP		Tax-Deferred	2013
- Fidelity - IRA Rollover ⇒ Balanced Fund	$1,001 - $15,000	SP		Tax-Deferred	2013
- Fidelity - IRA Rollover ⇒ Family Value	$1,001 - $15,000	SP		Tax-Deferred	2013
- Fidelity - IRA Rollover ⇒ FPA Crescent Inst'l	$1,001 - $15,000	SP		Tax-Deferred	2013
- Fidelity - IRA Rollover ⇒ Invesco Growth & Income Fund	$1,001 - $15,000	SP		Tax-Deferred	2013
- Fidelity - IRA Rollover ⇒ Royce Total Return FD Investment CL	$1,001 - $15,000	SP		Tax-Deferred	2013
- Fidelity - IRA Traditional ⇒ Export & Multinational	$1,001 - $15,000	SP		Tax-Deferred	2013
- Nationwide Retirement ⇒ Fidelity Contra	$1,001 - $15,000			Tax-Deferred	2013
- Nationwide Retirement ⇒ NW Intl Val Instr Svc	$1,001 - $15,000			Tax-Deferred	2013
- Nationwide Retirement ⇒ NW Lg Cap Growth	$1,001 - $15,000			Tax-Deferred	2013
- Nesteggs - IRA Rollover ⇒ Fidelity Cash Reserve	$1,001 - $15,000	SP		Tax-Deferred	2013
- Charles Schwab 401K ⇒ Schwab Total Stock Market Fund	$1,001 - $15,000	SP		Tax-Deferred	2013
- Fidelity - IRA Rollover ⇒ Cash Reserves	$1 - $1,000	SP		Tax-Deferred	2013
- Fidelity - IRA Traditional ⇒ Cash Reserves	$1 - $1,000	SP		Tax-Deferred	2013

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michael e. capuano

Est net worth of $3.2M

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