Bill Shuster Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed August 13, 2013. Includes 28 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$1.2M

2013 annual disclosure

Total Assets

$747K - $1.9M

28 assets

Total Liabilities

$65K - $150K

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

LLC / Partnership$966K (4)

Mutual Funds$203K (10)

Bank & Cash$140K (13)

Other$8K (1)

All Assets (28)

Asset	Type	Owner	Value	Income
SS LLC - General Partner of Shuster Family Limited	LLC / Partnership	Self	$1,001 - $15,000	Other: Partnership $1 - $200
Alliance CBF Principal Protect Inc Pot A/C	Other	Self	$1,001 - $15,000	Other: Tax Deferred
Biltmore Club LLC	LLC / Partnership	Self	$15,001 - $50,000	Partnership $1,001 - $2,500
Congressional Federal Credit Union #513802	Bank & Cash	Self	$1 - $1,000	Dividends $1 - $200
Congressional Federal Credit Union #140550	Bank & Cash	DC	$1 - $1,000	Dividends $1 - $200
M & T Bank #1037	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
M & T Bank #3471	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
M & T Bank #6538	Bank & Cash	Joint	$1 - $1,000	Interest
M & T Bank #8361	Bank & Cash	Joint	$1,001 - $15,000	Interest
M & T Bank Certificate of Deposit #9557	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
M & T Bank Checking #6779	Bank & Cash	DC	$1 - $1,000	None
M & T Bank Checking #9749	Bank & Cash	Joint	$1 - $1,000	None
M & T Bank Savings #3566	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
M & T Bank Checking #2383	Bank & Cash	Joint	$1,001 - $15,000	Interest
S & T Bank CD #6819	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
S & T Bank Checking #2722	Bank & Cash	Self	$1,001 - $15,000	None
S2 & L2 Partnership East Freedom, PA, US	LLC / Partnership	Self	$500,001 - $1,000,000	Other $5,001 - $15,000
SEI Core Fixed Income Fund	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
SEI Emerging Markets Debt Fund	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
SEI Emerging Markets Equity Fund	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
SEL High Yield Bond Fund	Mutual Funds	Self	$1,001 - $15,000	None
SEL International Equity Fund	Mutual Funds	Self	$15,001 - $50,000	None
SEL International Fixed Income Fund	Mutual Funds	Self	$1,001 - $15,000	None
SEL Large Cap Growth Fund	Mutual Funds	Self	$15,001 - $50,000	None
SEL Large Cap Value Fund	Mutual Funds	Self	$15,001 - $50,000	None
SEL Small Cap Growth Fund	Mutual Funds	Self	$1,001 - $15,000	None
SEL Small Cap Value Fund	Mutual Funds	Self	$1,001 - $15,000	None
Shuster Family Limited Partnership (Formerly Shuster Rentals)	LLC / Partnership	Self	$100,001 - $250,000	Other $1,001 - $2,500

Liabilities (2)

Creditor	Type	Amount	Rate	Term
CITIMORTGAGE INC	mortgage	$50,001 - $100,000	—	—
VISA CREDIT CARD	credit card	$15,001 - $50,000	—	—

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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).