Alan Mark Grayson Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed July 18, 2012. Includes 198 assets and 1 liabilities.

Year:

2012 2010 2009

Est. Net Worth

$993K

2012 annual disclosure

Total Assets

$449K - $1.9M

198 assets

Total Liabilities

$100K - $250K

1 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$844K (152)

LLC / Partnership$175K (1)

Other$149K (14)

Mutual Funds$501 (12)

Bank & Cash$0 (14)

ETFs$0 (3)

Retirement & Pension$0 (1)

Gov. Securities$0 (1)

Top Stock Holdings (from trades)

Chevron CorporationCVX

$3.7M

WFC optionWFC

$750K

American Capital, Ltd (Common Stock)ACAS

$525K

Seaspan CorpATCO

$425K

All Assets (198)

Asset	Type	Owner	Value	Income
WSB Holding Fund Units	LLC / Partnership	Self	$100,001 - $250,000	None
Devinium Claim	Other	Self	$50,001 - $100,000	Interest $201 - $1,000
KCM Note	Other	Self	$15,001 - $50,000	Interest $201 - $1,000
LA Note	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
ANC Tx Ind. Note	Other	Self	$1,001 - $15,000	Interest $1 - $200
Grapevine Country Club	Other	Self	$1 - $1,000	None
Jr Savings Cash	Bank & Cash	Self	N/A	Interest
Sr Interest Cash	Bank & Cash	Self	N/A	Interest
Market Check Cash	Bank & Cash	Self	N/A	Interest
Three Capital Cash	Bank & Cash	Self	N/A	Interest
Capital One Cash	Bank & Cash	Self	N/A	Interest
GE Capital Cash	Bank & Cash	Self	N/A	Interest
AmeriLynch Cash	Bank & Cash	Self	N/A	Interest
Ameri Cash	Bank & Cash	Self	N/A	Interest
DT Mobile	Stocks	Self	N/A	Dividends
Pacific Cash	Bank & Cash	Self	N/A	Interest
Jr Fidelity Cash	Bank & Cash	Self	N/A	Interest
Ameritrade Cash	Bank & Cash	Self	N/A	Interest
AT&T(T)	Stocks	Self	N/A	Dividends
American Options	Other	Self	N/A	Capital Gains
Morgan Stanley(MS)	Stocks	Self	N/A	Dividends
High Yield Savings	Bank & Cash	Self	N/A	Interest
Apple Inc.(AAPL)	Stocks	Self	N/A	Dividends
Microsoft(MSFT)	Stocks	Self	N/A	Dividends
3M Company(MMM)	Stocks	Self	N/A	Dividends
UPS (Option)(UPS)	Stocks	Self	N/A	Capital Gains
U.S. Bank (Option)(USB)	Stocks	Self	N/A	Capital Gains
Disney Stock(DIS)	Stocks	Self	N/A	Dividends
Lehigh Coal	Other	Self	N/A	Other
Morningstar(MORN)	Stocks	Self	N/A	Dividends
Vanguard Fund	Mutual Funds	Self	N/A	Dividends
Visa Inc.(V)	Stocks	Self	N/A	Dividends
iPath VIX ETF(VXX)	ETFs	Self	N/A	Capital Gains
ProShares Ultra VIX(UVXY)	ETFs	Self	N/A	Capital Gains
American Silver Coins	Other	Self	N/A	None
American Airlines stock(AAL)	Stocks	Self	N/A	Capital Gains
Intel Corp(INTC)	Stocks	Self	N/A	Capital Gains
Lucent Tech stock(LU)	Stocks	Self	N/A	Capital Gains
Xerox stock(XRX)	Stocks	Self	N/A	Capital Gains
Anacott Steel	Stocks	Self	N/A	Capital Gains
Unknown stock	Stocks	Self	N/A	Capital Gains
13th Avenue stock	Stocks	Self	N/A	Capital Gains
Dell stock(DELL)	Stocks	Self	N/A	Capital Gains
SmithKline stock(GSK)	Stocks	Self	N/A	Capital Gains
Lilly stock(LLY)	Stocks	Self	N/A	Capital Gains
GE stock(GE)	Stocks	Self	N/A	Capital Gains
Citibank stock(C)	Stocks	Self	N/A	Capital Gains
Merck & Co stock(MRK)	Stocks	Self	N/A	Capital Gains
Honeywell stock(HON)	Stocks	Self	N/A	Capital Gains
Weyerhaeuser Co. Stock(WY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Home Depot Inc. Stock(HD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AT&T Inc. Stock(T)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo & Co. Stock(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc. Stock(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corp. Stock(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Inc. Stock(BRK.B)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Amazon.com Inc. Stock(AMZN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Archer Daniels Midland Co. Stock(ADM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American Bank Stock	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Apple Inc. Stock(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications Inc. Stock(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Comcast Corp. Stock(CMCSA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PepsiCo Inc. Stock(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walmart Inc. Stock(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Duke Energy Corp.(DUK)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Deutsche Bank AG(DB)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Verizon Communications Inc.(VZ)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Microsoft Corporation(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Merck & Co., Inc.(MRK)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Comcast Corporation(CMCSA)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Bristol-Myers Squibb Company(BMY)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Devon Energy Corporation(DVN)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Alcoa Corporation(AA)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
American Eagle Outfitters, Inc.(AEO)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Amgen Inc.(AMGN)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Apple Inc.(AAPL)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Celgene Corporation(CELG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Cisco Systems, Inc.(CSCO)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
GlaxoSmithKline plc(GSK)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Copper Stock	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lilly Stock(LLY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PayPal Stock(PYPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ford Motor Stock(F)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pfizer Stock(PFE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merck & Co Stock(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Micron Stock(MU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lucid Stock(LCID)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Progen Stock(PROG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SoFi Stock(SOFI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Teladoc(TDOC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
DraftKings(DKNG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Univar Stock(UNVR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Voya Stock(VOYA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American Funds	Mutual Funds	Self	N/A	Dividends
American Funds	Mutual Funds	Self	N/A	Dividends
American Funds	Mutual Funds	Self	N/A	Dividends
Rock Creek	Other	Self	N/A	None
Jorgan stock	Stocks	Self	N/A	Dividends
Lennar stock(LEN)	Stocks	Self	N/A	Dividends
Rock stock	Stocks	Self	N/A	Dividends
Bank of America stock(BAC)	Stocks	Self	N/A	Dividends
Ches. Wells (illegible)	Stocks	Self	N/A	Dividends
Dreyfus Fn. B.I.	Mutual Funds	Self	N/A	Dividends
Dreyfus Fn. B.I.	Mutual Funds	Self	N/A	Dividends
Dreyfus R.I.	Mutual Funds	Self	N/A	Dividends
Congress Federal	Bank & Cash	Self	N/A	None
Retirement Account	Retirement & Pension	Self	N/A	None
Ameriprise(AMP)	Stocks	Self	N/A	None
American GI Index	Mutual Funds	Self	N/A	None
American Funds	Mutual Funds	Self	N/A	None
Municipal Bonds	Gov. Securities	Self	N/A	Interest
Chesapeake Energy(CHK)	Stocks	Self	N/A	None
Expedia Group(EXPE)	Stocks	Self	N/A	None
General Motors(GM)	Stocks	Self	N/A	None
Activision Blizzard(ATVI)	Stocks	Self	N/A	None
Honda Motor Co.(HMC)	Stocks	Self	N/A	None
JFC Stock	Stocks	Self	N/A	None
Duo-Tech	Other	Self	N/A	None
Citi stock(C)	Stocks	Self	$1 - $1,000	Capital Gains
Citigroup stock(C)	Stocks	Self	$1 - $1,000	Capital Gains
British stock fund	Mutual Funds	Self	$1 - $1,000	Capital Gains
Conoco stock(COP)	Stocks	Self	$1 - $1,000	Capital Gains
Sobra stock	Stocks	Self	$1 - $1,000	Capital Gains
Nettle stock	Stocks	Self	$1 - $1,000	Capital Gains
Gevon stock	Stocks	Self	$1 - $1,000	Capital Gains
Athens stock	Stocks	Self	$1 - $1,000	Capital Gains
Lindsay stock	Stocks	Self	$1 - $1,000	Capital Gains
Schlumberger stock(SLB)	Stocks	Self	$1 - $1,000	Capital Gains
Hewlett Packard stock(HPQ)	Stocks	Self	$1 - $1,000	Capital Gains
STP stock	Stocks	Self	$1 - $1,000	Capital Gains
Wipro stock(WIT)	Stocks	Self	$1 - $1,000	Capital Gains
Lundy check stock	Stocks	Self	$1 - $1,000	Capital Gains
Facebook Inc. Common Stock(META)	Stocks	Self	N/A	Dividends $1 - $200
Salesforce.com Inc. Stock(CRM)	Stocks	Self	N/A	Dividends $1 - $200
Walmart Inc. Stock(WMT)	Stocks	Self	N/A	Dividends $1 - $200
Sysco Corporation Stock(SYY)	Stocks	Self	N/A	Dividends $1 - $200
Enbridge Inc. Stock(ENB)	Stocks	Self	N/A	Dividends $1 - $200
Agilent Technologies Inc. Stock(A)	Stocks	Self	N/A	Dividends $1 - $200
AbbVie Inc. Stock(ABBV)	Stocks	Self	N/A	Dividends $1 - $200
AT&T Inc. Stock(T)	Stocks	Self	N/A	Dividends $1 - $200
Medtronic plc Stock(MDT)	Stocks	Self	N/A	Dividends $1 - $200
3M Company Stock(MMM)	Stocks	Self	N/A	Dividends $1 - $200
Honeywell International Inc. Stock(HON)	Stocks	Self	N/A	Dividends $1 - $200
Lockheed Martin Corporation Stock(LMT)	Stocks	Self	N/A	Dividends $1 - $200
Kia Corporation Stock	Stocks	Self	N/A	Dividends $1 - $200
Medco Health Solutions(MHS)	Stocks	Self	$1,001 - $15,000	Capital Gains
Molina Healthcare(MOH)	Stocks	Self	$1,001 - $15,000	Capital Gains
HCA Healthcare(HCA)	Stocks	Self	$1,001 - $15,000	Capital Gains
Gilead Sciences(GILD)	Stocks	Self	$1,001 - $15,000	Capital Gains
Gannett Co., Inc.(GCI)	Stocks	Self	$1,001 - $15,000	Capital Gains
Danaher Corporation(DHR)	Stocks	Self	$1,001 - $15,000	Capital Gains
Computer Management, Inc.	Stocks	Self	$1,001 - $15,000	Capital Gains
Healthpeak Properties, Inc.(PEAK)	Stocks	Self	$1,001 - $15,000	Capital Gains
Prudential Financial, Inc.(PRU)	Stocks	Self	$1,001 - $15,000	Capital Gains
Nordstrom, Inc.(JWN)	Stocks	Self	$1,001 - $15,000	Capital Gains
General Electric Company(GE)	Stocks	Self	$1,001 - $15,000	Capital Gains
Abbott Laboratories(ABT)	Stocks	Self	$1,001 - $15,000	Capital Gains
PulteGroup, Inc.(PHM)	Stocks	Self	$1,001 - $15,000	Capital Gains
Raytheon Technologies Corporation(RTX)	Stocks	Self	$1,001 - $15,000	Capital Gains
Coinbase stock(COIN)	Stocks	Self	$1 - $1,000	Capital Gains
Delta stock(DAL)	Stocks	Self	$1 - $1,000	Capital Gains
UPS stock(UPS)	Stocks	Self	$1 - $1,000	Capital Gains
eBay stock(EBAY)	Stocks	Self	$1 - $1,000	Capital Gains
Murphy Oil stock(MUR)	Stocks	Self	$1 - $1,000	Capital Gains
FedEx stock(FDX)	Stocks	Self	$1 - $1,000	Capital Gains
TXN stock(TXN)	Stocks	Self	$1 - $1,000	Capital Gains
Redhat stock(RHT)	Stocks	Self	$1 - $1,000	Capital Gains
Southwest stock(LUV)	Stocks	Self	$1 - $1,000	Capital Gains
Market stock	Stocks	Self	$1 - $1,000	Capital Gains
Nutanix stock(NTNX)	Stocks	Self	$1 - $1,000	Capital Gains
Allstate stock(ALL)	Stocks	Self	$1 - $1,000	Capital Gains
Amazon.com Inc. Stock(AMZN)	Stocks	DC	N/A	Dividends, Capital Gains
Caterpillar Inc. Stock(CAT)	Stocks	DC	N/A	Dividends, Capital Gains
Chevron Corp. Stock(CVX)	Stocks	DC	N/A	Dividends, Capital Gains
Walgreens Stock(WBA)	Stocks	DC	N/A	Dividends, Capital Gains
First Food Financial Stock	Stocks	DC	N/A	Dividends, Capital Gains
Lehman Brothers Stock	Stocks	DC	N/A	Dividends, Capital Gains
Viacom Stock	Stocks	DC	N/A	Dividends, Capital Gains
Mastercard Inc.(MA)	Stocks	DC	N/A	Dividends, Capital Gains
Cummins Inc.(CMI)	Stocks	DC	N/A	Dividends, Capital Gains
Neuman Stock	Stocks	DC	N/A	Dividends, Capital Gains
Duquesne Club	Other	DC	N/A	None
Lifetime Inc.	Stocks	DC	N/A	Dividends, Capital Gains
Eureka Bank	Bank & Cash	DC	N/A	Interest
Andy Stock	Stocks	DC	N/A	Dividends, Capital Gains
Amazon Capital Stock(AMZN)	Stocks	DC	N/A	Dividends
American Stock	Stocks	DC	N/A	Dividends
Dollar Stock	Stocks	DC	N/A	Dividends
Mastercard Stock(MA)	Stocks	DC	N/A	Dividends
AT&T Stock(T)	Stocks	DC	N/A	Dividends
Coca Cola(KO)	Stocks	DC	N/A	Dividends
iShares Travel ETF	ETFs	DC	N/A	Dividends
VBA Stock	Stocks	Self	N/A	Dividends
Little Something Book	Other	Self	N/A	None
American Funds Mortgage Fund	Mutual Funds	Self	N/A	Dividends
T. Rowe Price G.I. Fund	Mutual Funds	Self	N/A	Dividends
George Real Interest	Other	Self	N/A	Interest
Carnegie Institute	Other	Self	N/A	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
First Bank of Wilmington, DE	mortgage	$100,001 - $250,000	—	—

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

Alan Mark Grayson trades Wealthiest members Most active traders FL delegation Articles

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).