Alan Mark Grayson Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed August 13, 2009. Includes 78 assets and 2 liabilities.

Year:

2012 2010 2009

Est. Net Worth

$364K

2009 annual disclosure

Total Assets

$227K - $1M

78 assets

Total Liabilities

$150K - $350K

2 liabilities

Total Trades

282

From PTR filings

Trade Volume

$23.7M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2009	$364K
2010	$583K
2010	$48K
2012	$993K

Assets by Category

Stocks$509K (55)

Bank & Cash$49K (8)

Other$40K (8)

Gov. Securities$8K (1)

LLC / Partnership$8K (1)

ETFs$1K (3)

Real Estate$0 (2)

Top Stock Holdings (from trades)

Chevron CorporationCVX

$3.7M

WFC optionWFC

$750K

American Capital, Ltd (Common Stock)ACAS

$525K

Seaspan CorpATCO

$425K

All Assets (78)

Asset	Type	Owner	Value	Income
Andy Stock	Stocks	DC	$100,001 - $250,000	Dividends $5,001 - $15,000
America Stock	Stocks	DC	$50,001 - $100,000	Dividends $2,501 - $5,000
Bimini Stock	Stocks	DC	$15,001 - $50,000	Dividends $1,001 - $2,500
First Fed Industries Stock	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
Green Stock	Stocks	DC	$1 - $1,000	Dividends $1 - $200
Gilco Option	Stocks	DC	$1 - $1,000	Capital Gains $1 - $200
HIBC Option	Other	DC	$1,001 - $15,000	None
News Stock	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Retirement Bancshares	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Washington Stock	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Euro Pacific Cash	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Ameren Corp Stock(AEE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Ameren Illinois	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Analog Devices(ADI)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
AT&T Stock(T)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Agra Stock	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bimini Stock	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Brinker Stock(EAT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bollman Stock	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bullion River Bond	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Cash	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Cheniere Stock(LNG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Duke Energy Stock(DUK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Enbridge(ENB)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
First Interstate Bank(FIBK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
HSBC Option(HSBC)	Other	Self	$1,001 - $15,000	None
Juniper(JNPR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Tech Stock	Stocks	Self	N/A	None
Lockton Coffee Stock	Stocks	Self	N/A	None
Amazon.com Inc.(AMZN)	Stocks	Self	N/A	None
Amazon International Stock(AMZN)	Stocks	Self	N/A	None
United States Oil Fund(USO)	ETFs	Self	N/A	None
Visa Inc.(V)	Stocks	Self	N/A	None
3828 Woodland Home	Real Estate	Self	N/A	None
Warehouse Investment	Real Estate	Self	N/A	None
SP Smart & Co	Stocks	Spouse	N/A	None
SP Hartford Gold	Other	Spouse	N/A	None
International Assets Cash	Bank & Cash	Self	N/A	Interest
Energy/Gold Cash	Bank & Cash	Self	N/A	Interest
Raymond James Cash	Bank & Cash	Self	N/A	Interest
PNC Cash	Bank & Cash	Self	N/A	Interest
Gold Bar Coin	Other	Self	N/A	None
Schwab Cash	Bank & Cash	Self	N/A	Interest
Dominion Claim	Other	Self	N/A	None
Anheuser-Busch InBev(BUD)	Stocks	Self	N/A	Dividends
Altria Group Inc.(MO)	Stocks	Self	N/A	Dividends
Amgen Inc.(AMGN)	Stocks	Self	N/A	Dividends
Google Stock(GOOGL)	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
Cully Stock	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
Duke Stock(DUK)	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
Disney Stock(DIS)	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
Exxon Stock(XOM)	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
GE Stock(GE)	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
S&P 500 Stock(SPY)	ETFs	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
S&P 400 Stock(MDY)	ETFs	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
Home Stock(HD)	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
Home Stock(HD)	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
Johnson Stock(JNJ)	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
Kentucky Stock Kentucky, US	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
New Mexico Stock New Mexico, US	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
NC Stock North Carolina, US	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
NetApp Stock(NTAP)	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
New York Stock New York, US	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
Pepsico Stock(PEP)	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
Procter & Gamble Stock(PG)	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
Tesla Stock(TSLA)	Stocks	Self	$1 - $1,000	Dividends, Capital Gains $1 - $200
Thunderstorm Book	Other	Self	$1,001 - $15,000	Capital Gains $1 - $200
Traveler's Rest	Other	Self	$1,001 - $15,000	Capital Gains $1 - $200
Whiskey Creek/Trade	Other	Self	$1,001 - $15,000	Capital Gains $1 - $200
Buyrite Wines	LLC / Partnership	DC	$1,001 - $15,000	Capital Gains $1 - $200
All Options	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Apple Inc. Options(AAPL)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
APA Corporation Options(APA)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Baker Hughes Company Options(BKR)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
AutoZone, Inc. Options(AZO)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Air Products and Chemicals, Inc.(APD)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Fidelity Cash	Bank & Cash	Spouse	$1,001 - $15,000	Capital Gains $1 - $200

Liabilities (2)

Creditor	Type	Amount	Rate	Term
American Express	other	$100,001 - $250,000	—	—
Citibank	other	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Real Estate$764K

Healthcare$1.6M

Technology$904K

Consumer Defensive$375K

Financial Services$1.6M

Communication Services$693K

Services$564K

Energy$5.1M

Insurance$41K

Utilities$264K

Retail Trade$355K

Industrials$711K

Consumer Cyclical$415K

Basic Materials$208K

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).