Bill Posey Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 5, 2009. Includes 18 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$1.6M

2009 annual disclosure

Total Assets

$1M - $2.7M

18 assets

Total Liabilities

$150K - $350K

2 liabilities

Total Trades

From PTR filings

Trade Volume

$8K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2009	$1.6M
2010	$548K
2011	$73K
2012	$1.1M
2013	$911K

Assets by Category

Stocks$1.4M (13)

Other$175K (1)

Mutual Funds$175K (1)

Bank & Cash$49K (3)

Top Stock Holdings (from trades)

Energy Conversion Devices, Inc. Common Stock (NASDAQ)ENER

$8K

All Assets (18)

Asset	Type	Owner	Value	Income
Rockefeller	Other	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Microsoft Corporation(MSFT)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Dodge & Cox	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
ConocoPhillips(COP)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Berkshire Hathaway Class B(BRK.B)	Stocks	Self	$100,001 - $250,000	None
Johnson & Johnson(JNJ)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Raytheon Company(RTX)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Signature Bank(SBNY)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Axon Enterprise, Inc.(AXON)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Exxon Mobil Corporation(XOM)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Simmons Bank	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Arvest Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Diamond Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Best Buy Co., Inc.(BBY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Rockwell Collins Stock(COL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Rockwell Collins Stock(COL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Rockwell Collins Stock(COL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Rockwell Collins Stock(COL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Chase Financial	mortgage	$100,001 - $250,000	—	—
Community Bank of the South	line of credit	$50,001 - $100,000	—	—

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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).