This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Annie Caputo
Commissioner | Financial Disclosure »
Former Positions Outside Government
- Annie Caputo Revocable Living Trust Trustee
- Spouse Irrevocable Trust Trustee
- Spouse Revocable Living Trust Trustee
Lobbied for
- Areva, Inc., nuclear industry products and services company
Employment Assets
| Description | Value | Income |
|---|---|---|
| Fidelity Govt Cash Reserves | $1,001 - $15,000 | None (or less than $201) |
| ISHARES Core US Agg Bond ETF (Habitat Executives LLC #1 was formed for the purpose of acquiring and owning partnership interests in rental properties managed by The Habitat Company, a developer and manager of multi-family properties consisting of market-rate apartments, condominiums, public housing, affordable housing, and commercial properties in Chicago, IL, and a few other U.S. cities. My spouse owns a 5% Member interest.) | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES S&P 500 Growth ETF | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES S&P 500 Value ETF | $15,001 - $50,000 | $1,001 - $2,500 |
| ISHARES Core S&P Mid-Cap ETF | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES Core S&P Small-Cap ETF | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES Tr Intl Sel Div ETF | $15,001 - $50,000 | $1,001 - $2,500 |
| ISHARES TR MBS ETF | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES Trust Core MSCI EAFE ETF | $15,001 - $50,000 | $1,001 - $2,500 |
| ISHARES Core 1-5 year USD Bond ETF | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES INC Core MSCI Emerging Mkts ETF | $15,001 - $50,000 | $201 - $1,000 |
| Fidelity Real Estate Index Premium CL | $15,001 - $50,000 | $201 - $1,000 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Spouse Irrevocable Trust | ||
| ISHARES S&P 500 Growth ETF | $1,001 - $15,000 | $201 - $1,000 |
| ISHARES S&P 500 Value ETF | $1,001 - $15,000 | $201 - $1,000 |
| ISHARES Core S&P Mid-Cap ETF | $1,001 - $15,000 | None (or less than $201) |
| ISHARES Core S&P Small-Cap ETF | $1,001 - $15,000 | None (or less than $201) |
| ISHARES Sh-Term Natl Muni Bond Fund | $1,001 - $15,000 | None (or less than $201) |
| ISHARES Natl Muni Bond ETF | $1,001 - $15,000 | None (or less than $201) |
| ISHARES Tr Intl Sel Div ETF | $1,001 - $15,000 | $201 - $1,000 |
| ISHARES Tr MBS ETF | $1,001 - $15,000 | None (or less than $201) |
| ISHARES Trust Floating Rate BD ETF | $1,001 - $15,000 | None (or less than $201) |
| ISHARES Trust Core MSCI EAFE ETF | $1,001 - $15,000 | $201 - $1,000 |
| ISHARES Core MSCI Emerging Mkts ETF | $1,001 - $15,000 | None (or less than $201) |
| Fidelity Real Estate Index Premium CL | $1,001 - $15,000 | None (or less than $201) |
| U.S. bank account (cash) | $1,001 - $15,000 | None (or less than $201) |
| Virginia 529 Account 2027 Portfolio | $50,001 - $100,000 | None (or less than $201) |
| Virginia 529 Account 2024 Portfolio | $50,001 - $100,000 | None (or less than $201) |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Credit Union Mortgage Assoc. | Mortgage on Personal Residence | $100,001 - $250,000 | 4.5% | 2001 |
| Congressional Federal Credit Union | Exercised Line of Credit | $15,001 - $50,000 | 4.0 | 2017 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| CRC Partners, LLC (real estate) | salary, bonus | ||
| Habitat Executives LLC #1 (real estate) (value not readily ascertainable) | $1,001 - $15,000 | LLC Distribution | $4,250 |
| Fidelity Govt Cash Reserves | $1,001 - $15,000 | None (or less than $201) | |
| ISHARES Core US Aggr. Bond ETF | $15,001 - $50,000 | $201 - $1,000 | |
| ISHARES S&P 500 Growth ETF | $15,001 - $50,000 | $201 - $1,000 | |
| ISHARES S&P 500 Value ETF | $15,001 - $50,000 | $201 - $1,000 | |
| ISHARES Core S&P Mid-Cap ETF | $15,001 - $50,000 | $201 - $1,000 | |
| ISHARES Core S&P Small-Cap ETF | $1,001 - $15,000 | None (or less than $201) | |
| ISHARES Tr Intl Sel Div ETF | $15,001 - $50,000 | $201 - $1,000 | |
| ISHARES Tr MBS ETF | $1,001 - $15,000 | None (or less than $201) | |
| ISHARES Trust Core MSCI EAFE ETF | $15,001 - $50,000 | $201 - $1,000 | |
| ISHARES Core 1-5 Year USD Bond ETF | $1,001 - $15,000 | $201 - $1,000 | |
| ISHARES Inc Core MSCI Emerging Mkts ETF | $1,001 - $15,000 | $201 - $1,000 | |
| Fidelity Real Estate Index Premium CL | $15,001 - $50,000 | $201 - $1,000 | |
| Vanguard Institutional Retirement 2030 Fund | $500,001 - $1,000,000 | $15,001 - $50,000 | |
| Fidelity Total Mkt Index Premium CL | $1,001 - $15,000 | None (or less than $201) | |
| Fidelity Global Ex US Index Premium CL | $1,001 - $15,000 | None (or less than $201) | |
| Fidelity US Bond Index Premium Class | $1,001 - $15,000 | None (or less than $201) |
Do you know something about Annie Caputo? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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