Bruce Westerman Net Worth & Financial Disclosure

house

Annual financial disclosure for 2013, filed September 20, 2013. Includes 273 assets and 1 liabilities.

Year:

2013

Est. Net Worth

$664K

2013 annual disclosure

Total Assets

$583K - $1.1M

273 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

213

From PTR filings

Trade Volume

$1.9M

Midpoint of disclosed ranges

Assets by Category

Retirement & Pension$525K (3)

Stocks$266K (199)

Bank & Cash$25K (13)

Other$9K (23)

LLC / Partnership$8K (1)

ETFs$4K (25)

Mutual Funds$3K (9)

Top Stock Holdings (from trades)

Apple Inc.AAPL

$73K

Microsoft CorporationMSFT

$73K

NVIDIA CorporationNVDA

ASML Holding N.V.ASML

All Assets (273)

Asset	Type	Owner	Value	Income
US Bank - My	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
US Bank - Checking	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Morgan Stanley IRA	Retirement & Pension	Self	$250,001 - $500,000	Dividends/Capital Gains $5,001 - $15,000
M&T South Engineering Co.	Stocks	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
Delta Dental of Virginia	Stocks	Self	$15,001 - $50,000	None
Hot Springs Bank Stock	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
JT Kilor Incorporated/Lilias 4	LLC / Partnership	Joint	$1,001 - $15,000	None
ESOP - list attached	Retirement & Pension	Self	$50,001 - $100,000	Tax-Deferred
Edgar Lumber Company - State of Arkansas - State of Alabama determined at retirement	Retirement & Pension	Self	$50,001 - $100,000	Tax-Deferred
Active Assets Money Trust	Bank & Cash	Self	$617 - $617	None
DIAMONDS TRUST SERIES I	ETFs	Self	$398 - $398	None
EV Income Fund	Mutual Funds	Self	$1,879 - $1,879	None
Genworth Finl(GNW)	Stocks	Self	$780 - $780	None
GS Capital II	Mutual Funds	Self	$683 - $683	None
iShares MSCI EAFE Index	ETFs	Self	$392 - $392	None
iShares Russell 1000 Growth Index	ETFs	Self	$429 - $429	None
iShares Russell 1000 Value Index	ETFs	Self	$433 - $433	None
iShares Russell 2000 Index FD	ETFs	Self	$528 - $528	None
iShares Russell Midcap Index FD	ETFs	Self	$550 - $550	None
NASDAQ-100 Trust Series I	ETFs	Self	$543 - $543	None
Prudential Finl(PRU)	Stocks	Self	$725 - $725	None
Standard & Poors Dep Rcpts	ETFs	Self	$364 - $364	None
Cash	Bank & Cash	Self	$1,735 - $1,735	None
Mid-South Stock	Stocks	Self	$122,142 - $122,142	None
BBVA INTL 5919 *53IN03	Other	Self	N/A	Interest $809 - $809
Berkshire Hathaway CL-B New(BRK.B)	Stocks	Self	N/A	Dividends $950 - $950
Bidvest Group Ltd Sponsored ADR	Stocks	Self	N/A	Dividends $283 - $283
Bio Rad Lab A(BIO)	Stocks	Self	N/A	Dividends $331 - $331
Blackbaud Inc(BLKB)	Stocks	Self	N/A	Dividends $271 - $271
Cabela's Inc(CAB)	Stocks	Self	N/A	Dividends $944 - $944
Cameco Corp(CCJ)	Stocks	Self	N/A	Dividends $105 - $105
Capital One Financial Corp(COF)	Stocks	Self	N/A	Dividends $215 - $215
Carlisle Co Inc(CSL)	Stocks	Self	N/A	Dividends $276 - $276
Carmax Inc(KMX)	Stocks	Self	N/A	Dividends $211 - $211
Carrefour SA Sponsored ADR	Stocks	Self	N/A	Dividends $105 - $105
Catlin Group Ltd	Stocks	Self	N/A	Dividends $38 - $38
Centrais Eletricas Co ADR	Stocks	Self	N/A	Dividends $25 - $25
CenturyLink Inc(CTL)	Stocks	Self	N/A	Dividends $256 - $256
Charles Schwab New(SCHW)	Stocks	Self	N/A	Dividends $623 - $623
Chevron Texaco Corp(CVX)	Stocks	Self	N/A	Dividends $622 - $622
China Construction Bank Corp	Stocks	Self	N/A	Dividends $492 - $492
China Mobile Ltd(CHL)	Stocks	Self	N/A	Dividends $408 - $408
Church & Dwight Co Inc(CHD)	Stocks	Self	N/A	Dividends $211 - $211
Cielo SA Sponsored ADR New	Stocks	Self	N/A	Dividends $398 - $398
Cigna CP(CI)	Stocks	Self	N/A	Dividends $94 - $94
Cisco Sys Inc(CSCO)	Stocks	Self	N/A	Dividends $411 - $411
CIT Group New(CIT)	Stocks	Self	N/A	Dividends $203 - $203
Citigroup 4.875% 5/7/15	Other	Self	N/A	Interest $1,139 - $1,139
Citigroup Inc(C)	Stocks	Self	N/A	Dividends $259 - $259
City National Corp(CYN)	Stocks	Self	N/A	Dividends $287 - $287
Clarcor Inc(CLC)	Stocks	Self	N/A	Dividends $242 - $242
Clicks Group Ltd Sponsored ADR	Stocks	Self	N/A	Dividends $257 - $257
CNOOC Ltd ADS(CEO)	Stocks	Self	N/A	Dividends $229 - $229
Coach Inc(COH)	Stocks	Self	N/A	Dividends $565 - $565
Cognizant Technology Solutions Corp(CTSH)	Stocks	Self	N/A	Dividends $940 - $940
Columbia Sportswear Co(COLM)	Stocks	Self	N/A	Dividends $530 - $530
Comcast Corp (New) Class A(CMCSA)	Stocks	Self	N/A	Dividends $270 - $270
Commercial Intl Bank Ltd SP ADR	Stocks	Self	N/A	Dividends $130 - $130
Comp De Beb Ambev SP ADR(ABEV)	Stocks	Self	N/A	Dividends $273 - $273
Conoco Phillips(COP)	Stocks	Self	N/A	Dividends $198 - $198
Copart Inc(CPRT)	Stocks	Self	N/A	Dividends $144 - $144
Corning Inc(GLW)	Stocks	Self	N/A	Dividends $66 - $66
Corrections Corp of Amer New(CXW)	Stocks	Self	N/A	Dividends $791 - $791
Countrywide Fincl Corp 6.0% 04/06/09	Other	Self	N/A	Interest $397 - $397
Countrywide V 7%	Other	Self	N/A	Interest $1,358 - $1,358
Cullen Frost Bankers Inc(CFR)	Stocks	Self	N/A	Dividends $135 - $135
Cummins Inc(CMI)	Stocks	Self	N/A	Dividends $617 - $617
CVS Corporation(CVS)	Stocks	Self	N/A	Dividends $195 - $195
Dai Nippon Prtg Ltd Japan ADR	Stocks	Self	N/A	Dividends $95 - $95
Daiichi Sankyo Co - Unspon ADR	Stocks	Self	N/A	Dividends $31 - $31
Dana Holding Corp(DAN)	Stocks	Self	N/A	Dividends $170 - $170
General Motors Co(GM)	Stocks	Self	N/A	Dividends/Interest $388 - $388
General Dynamics Corp(GD)	Stocks	Self	N/A	Dividends/Interest $240 - $240
Gentex Corp(GNTX)	Stocks	Self	N/A	Dividends/Interest $329 - $329
Georgia Power Co 8.2% 11/1/48	Other	Self	N/A	Interest $950 - $950
Gilead Sciences(GILD)	Stocks	Self	N/A	Dividends/Interest $422 - $422
GlaxoSmithKline PLC ADR(GSK)	Stocks	Self	N/A	Dividends/Interest $79 - $79
Goldman Sachs 5.793% 06/01/43	Other	Self	N/A	Interest $2,145 - $2,145
Goldman Sachs Group Inc(GS)	Stocks	Self	N/A	Dividends/Interest $158 - $158
Alphabet Inc Class A(GOOGL)	Stocks	Self	N/A	Dividends/Interest $729 - $729
Graco Inc(GGG)	Stocks	Self	N/A	Dividends/Interest $234 - $234
Grupo Televisa S.A. Global Dep(TV)	Stocks	Self	N/A	Dividends/Interest $189 - $189
Guggenheim S&P Global Water Index ETF	ETFs	Self	N/A	Dividends/Interest $119 - $119
Guggenheim Senior Loan Fund	Mutual Funds	Self	N/A	Dividends/Interest $1,793 - $1,793
Hartford Financial Services 8.125% 6/15/2068	Other	Self	N/A	Interest $1,983 - $1,983
Hatteras Financial Corp(HTS)	Stocks	Self	N/A	Dividends/Interest $309 - $309
HCC Insurance Holdings Inc(HCC)	Stocks	Self	N/A	Dividends/Interest $464 - $464
Henry Schein Inc(HSIC)	Stocks	Self	N/A	Dividends/Interest $386 - $386
Hercules Technology Growth Capital(HTGC)	Stocks	Self	N/A	Dividends/Interest $925 - $925
Hologic Inc(HOLX)	Stocks	Self	N/A	Dividends/Interest $139 - $139
Home Depot Inc(HD)	Stocks	Self	N/A	Dividends/Interest $265 - $265
Home Properties of NY Inc(HME)	Stocks	Self	N/A	Dividends/Interest $115 - $115
Home Retail Group ADR	Stocks	Self	N/A	Dividends/Interest $34 - $34
Honeywell International Inc(HON)	Stocks	Self	N/A	Dividends/Interest $157 - $157
IDEX Corporation(IEX)	Stocks	Self	N/A	Dividends/Interest $354 - $354
IDEXX Laboratories Inc(IDXX)	Stocks	Self	N/A	Dividends/Interest $136 - $136
Imperial Holdings Ltd ADR	Stocks	Self	N/A	Dividends/Interest $193 - $193
ING Groep NV 8.50%	Other	Self	N/A	Interest $1,821 - $1,821
ING Groep NV ADR(ING)	Stocks	Self	N/A	Dividends/Interest $72 - $72
Intel Corp(INTC)	Stocks	Self	N/A	Dividends/Interest $1,159 - $1,159
Invesco Senior Loan Fund A	Mutual Funds	Self	N/A	Dividends/Interest $3,563 - $3,563
iPath DJ AIG Aluminum TR Sub-Idx ETN	ETFs	Self	N/A	Dividends/Interest $313 - $313
iShares Dow Jones U.S. Utilities Sector	ETFs	Self	N/A	Dividends/Interest $191 - $191
iShares FTSE NAREIT Residential	ETFs	Self	N/A	Dividends/Interest $110 - $110
iShares FTSE/Xinhua China 25 Index	ETFs	Self	N/A	Dividends/Interest $166 - $166
iShares MSCI Brazil Index Fund	ETFs	Self	N/A	Dividends/Interest $129 - $129
iShares MSCI Germany Index Fund	ETFs	Self	N/A	Dividends/Interest $107 - $107
iShares MSCI Singapore Index Fund	ETFs	Self	N/A	Dividends/Interest $202 - $202
iShares MSCI Taiwan Index Fund	ETFs	Self	N/A	Dividends/Interest $187 - $187
Jack Henry & Associates Inc(JKHY)	Stocks	Self	N/A	Dividends/Interest $227 - $227
Jacobs Engineering Group Inc(J)	Stocks	Self	N/A	Dividends/Interest $278 - $278
JB Hunt Transport Services Inc(JBHT)	Stocks	Self	N/A	Dividends/Interest $257 - $257
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends/Interest $1,548 - $1,548
JPMorgan Chase & Co(JPM)	Stocks	Self	N/A	Dividends/Interest $566 - $566
JPMorgan Chase 7.90% 02/06/49	Other	Self	N/A	Interest $1,016 - $1,016
JPMorgan Chase 8.625% Series J	Other	Self	N/A	Interest $1,827 - $1,827
Juniper Networks(JNPR)	Stocks	Self	N/A	Dividends/Interest $33 - $33
Kaman Corp Class A(KAMN)	Stocks	Self	N/A	Dividends/Interest $362 - $362
Kimberly Clark Corp(KMB)	Stocks	Self	N/A	Dividends $168 - $168
Kimberly Clark SPON ADR(KMB)	Stocks	Self	N/A	Dividends $465 - $465
Kinross Gold Corp New(KGC)	Stocks	Self	N/A	Dividends $47 - $47
Kirby Corp(KEX)	Stocks	Self	N/A	Dividends $352 - $352
KOC Holding AS Unsponsored ADR(KHOLY)	Stocks	Self	N/A	Dividends $314 - $314
Kohl's Corporation(KSS)	Stocks	Self	N/A	Dividends $165 - $165
Koninklijke DSM NV(DSM)	Stocks	Self	N/A	Dividends $40 - $40
Kookmin Bank ADR(KB)	Stocks	Self	N/A	Dividends $332 - $332
Kraft Foods Inc(KFT)	Stocks	Self	N/A	Dividends $127 - $127
Kraft Foods Inc Cl A(KFT)	Stocks	Self	N/A	Dividends $434 - $434
Kraton Performance Polymers Inc(KRA)	Stocks	Self	N/A	Dividends $262 - $262
Lam Research Corporation(LRCX)	Stocks	Self	N/A	Dividends $81 - $81
Lennar Corporation(LEN)	Stocks	Self	N/A	Dividends $159 - $159
LKQ Corporation(LKQ)	Stocks	Self	N/A	Dividends $502 - $502
Manpower Inc(MAN)	Stocks	Self	N/A	Dividends $34 - $34
Marathon Oil Co(MRO)	Stocks	Self	N/A	Dividends $243 - $243
Marathon Petroleum Corp(MPC)	Stocks	Self	N/A	Dividends $171 - $171
Markel Corp (Holding Co)(MKL)	Stocks	Self	N/A	Dividends $626 - $626
Market Vectors Agribusiness ETF(MOO)	ETFs	Self	N/A	Dividends $157 - $157
Market Vectors Russia ETF(RSX)	ETFs	Self	N/A	Dividends $34 - $34
Martin Marietta Materials Inc(MLM)	Stocks	Self	N/A	Dividends $301 - $301
Matson Inc Com(MATX)	Stocks	Self	N/A	Dividends $465 - $465
Matsushita Electric Industrial ADR(PCRFY)	Stocks	Self	N/A	Dividends $27 - $27
MBIA Inc(MBI)	Stocks	Self	N/A	Dividends $587 - $587
McKesson Corp(MCK)	Stocks	Self	N/A	Dividends $198 - $198
MeadWestvaco Corp(MWV)	Stocks	Self	N/A	Dividends $29 - $29
Medtronic Inc(MDT)	Stocks	Self	N/A	Dividends $141 - $141
Mellon Capital IV 6.244% 6/20/2012	Other	Self	N/A	Interest $662 - $662
Merck Inc(MRK)	Stocks	Self	N/A	Dividends $244 - $244
MetLife Inc 10.75% 08/01/39	Other	Self	N/A	Interest $2,779 - $2,779
MetLife Incorporated(MET)	Stocks	Self	N/A	Dividends $280 - $280
Mettler Toledo Intl(MTD)	Stocks	Self	N/A	Dividends $181 - $181
Micrel Inc(MCRL)	Stocks	Self	N/A	Dividends $345 - $345
Microsoft Corp(MSFT)	Stocks	Self	N/A	Dividends $231 - $231
Mitsubishi Tanabe Pharma ADR(MTPCY)	Stocks	Self	N/A	Dividends $44 - $44
Mitsui Sumitomo Unsponsored ADR(MSADY)	Stocks	Self	N/A	Dividends $89 - $89
Mobile Telesystems OJSC(MBT)	Stocks	Self	N/A	Dividends $425 - $425
Mondelez Intl Inc Com(MDLZ)	Stocks	Self	N/A	Dividends $666 - $666
Monsanto Co/New(MON)	Stocks	Self	N/A	Dividends $153 - $153
Monster Beverage Corp Com(MNST)	Stocks	Self	N/A	Dividends $361 - $361
Montpelier Re Holdings Ltd(MRH)	Stocks	Self	N/A	Dividends $437 - $437
Morgan Stanley Cap Tr VI 6.6% 2/1/2046	Other	Self	N/A	Interest $364 - $364
Morningstar Inc Common(MORN)	Stocks	Self	N/A	Dividends $525 - $525
Motors Liquidation Co GUC Trust UBI	Other	Self	N/A	Other $89 - $89
MS Emerging Mkts Domestic Debt	Mutual Funds	Self	N/A	Interest $2,049 - $2,049
MSDW Liquid Asset - 021716	Mutual Funds	Self	N/A	Interest $1,473 - $1,473
MSDW Liquid Asset - 021724	Mutual Funds	Self	N/A	Interest $1,093 - $1,093
MSDW LIQUID ASSET - 021725	Bank & Cash	Self	N/A	Interest $175 - $175
MSDW LIQUID ASSET - 021726	Bank & Cash	Self	N/A	Interest $163 - $163
MSDW LIQUID ASSET - 021727	Bank & Cash	Self	N/A	Interest $789 - $789
MSDW LIQUID ASSET - 021729	Bank & Cash	Self	N/A	Interest $576 - $576
MSDW LIQUID ASSET - 021886	Bank & Cash	Self	N/A	Interest $227 - $227
MSDW LIQUID ASSET - 021955	Bank & Cash	Self	N/A	Interest $208 - $208
MSDW LIQUID ASSET - 023475	Bank & Cash	Self	N/A	Interest $929 - $929
MSDW LIQUID ASSET - 023476	Bank & Cash	Self	N/A	Interest $722 - $722
MURPHY OIL CO.(MUR)	Stocks	Self	N/A	Dividends $182 - $182
MYLAN INC(MYL)	Stocks	Self	N/A	Dividends $159 - $159
NABORS INDUSTRIES LTD NEW(NBR)	Stocks	Self	N/A	Dividends $121 - $121
NATIONAL OILWELL VARCO INC(NOV)	Stocks	Self	N/A	Dividends $635 - $635
NEDBANK GRP LTD SPON ADR(NDBKY)	Stocks	Self	N/A	Dividends $260 - $260
NETEASE.COM INC ADS(NTES)	Stocks	Self	N/A	Dividends $316 - $316
NEWMARKET CORP (HLDG CO)(NEU)	Stocks	Self	N/A	Dividends $869 - $869
NINTENDO CO LTD ADR NEW(NTDOY)	Stocks	Self	N/A	Dividends $54 - $54
NIPPON TELEGRAPH & TELEPHONE ADS(NTT)	Stocks	Self	N/A	Dividends $129 - $129
NRG ENERGY INC(NRG)	Stocks	Self	N/A	Dividends $117 - $117
NU SKIN ENTERPRISE INC A(NUS)	Stocks	Self	N/A	Dividends $416 - $416
NUCOR CORPORATION(NUE)	Stocks	Self	N/A	Dividends $134 - $134
O REILLY AUTOMOTIVE INC(ORLY)	Stocks	Self	N/A	Dividends $150 - $150
OCEANEERING INTL INC(OII)	Stocks	Self	N/A	Dividends $234 - $234
OIL CO LUKOIL SPN ADR(LUKOY)	Stocks	Self	N/A	Dividends $193 - $193
OLD DOMINION FREIGHT LINE(ODFL)	Stocks	Self	N/A	Dividends $883 - $883
ORACLE CORP(ORCL)	Stocks	Self	N/A	Dividends $144 - $144
ORASCOM CONSTR INDS SPON	Stocks	Self	N/A	Dividends $200 - $200
ORIFLAME COSMETICS SA ADR(ORFLY)	Stocks	Self	N/A	Dividends $244 - $244
ORION CAPITAL CORP	Stocks	Self	N/A	Dividends $3,352 - $3,352
PALL CORPORATION(PLL)	Stocks	Self	N/A	Dividends $139 - $139
PANASONIC CORP - SPON ADR(PCRFY)	Stocks	Self	N/A	Dividends $37 - $37
PECO ENERGY CAP 5.75% 6/15/33	Other	Self	N/A	Interest $1,700 - $1,700
PENTAIR INC(PNR)	Stocks	Self	N/A	Dividends $79 - $79
PEPSICO INC(PEP)	Stocks	Self	N/A	Dividends $168 - $168
PERRIGO CO(PRGO)	Stocks	Self	N/A	Dividends $501 - $501
PFIZER INC(PFE)	Stocks	Self	N/A	Dividends $294 - $294
PHILIPPINE LG DIST TEL SPN ADR(PHI)	Stocks	Self	N/A	Dividends $349 - $349
POWERSHARES DB AGRICULTURE FD(DBA)	ETFs	Self	N/A	Dividends $162 - $162
POWERSHARES WATER RES PTF(PHO)	ETFs	Self	N/A	Dividends $256 - $256
PPL CORPORATION(PPL)	Stocks	Self	N/A	Dividends $1,273 - $1,273
PRETORIA PORTLAND CEMENT CO(PPC)	Stocks	Self	N/A	Dividends $131 - $131
PRICELINE.COM INC NEW(PCLN)	Stocks	Self	N/A	Dividends $476 - $476
PRICESMART INC(PSMT)	Stocks	Self	N/A	Dividends $817 - $817
PROCTER & GAMBLE(PG)	Stocks	Self	N/A	Dividends $1,064 - $1,064
PROSHARES SHORT 20+ TREASURY(TBF)	ETFs	Self	N/A	Dividends $205 - $205
PRUDENTIAL FINL 5.625% 06/15/43(PRU)	Other	Self	N/A	Interest $529 - $529
PRUDENTIAL FINL 8.875% 06/15/68(PRU)	Other	Self	N/A	Interest $3,238 - $3,238
PT BK Mandiri Persero Tbk UNSP	Stocks	Self	N/A	None
PT Semen Gresik Persero ADR	Stocks	Self	N/A	None
PT Telekomunikasi Indonesia	Stocks	Self	N/A	None
PT United Tractors ADR	Stocks	Self	N/A	None
PTT Expl & Prodtn Spon ADR	Stocks	Self	N/A	None
Public Service Enterprise GP(PEG)	Stocks	Self	N/A	None
Qualcomm Inc.(QCOM)	Stocks	Self	N/A	None
Reinsurance Grp 6.75% 12/15/2065	Other	Self	N/A	None
Ritchie Brothers Auctioneers(RBA)	Stocks	Self	N/A	None
Rohm Co Ltd Unsponsored ADR	Stocks	Self	N/A	None
Royal Dutch Shell PLC CL B	Stocks	Self	N/A	None
Sally Beauty Hldgs Inc(SBH)	Stocks	Self	N/A	None
Sanlam Ltd ADR Unspon	Stocks	Self	N/A	None
Sanofi Aventis ADS(SNY)	Stocks	Self	N/A	None
Sberbank Russia Sponsored ADR	Stocks	Self	N/A	None
Schlumberger Ltd(SLB)	Stocks	Self	N/A	None
Sealed Air Corp New(SEE)	Stocks	Self	N/A	None
SEI Investments Co(SEIC)	Stocks	Self	N/A	None
Sekisui House Ltd ADR	Stocks	Self	N/A	None
Service Corp Intl(SCI)	Stocks	Self	N/A	None
Seven & I Hldgs Co Ltd ADR	Stocks	Self	N/A	None
Shinhan Financial Group Co Ltd(SHG)	Stocks	Self	N/A	None
Shiseido Ltd Spon ADR	Stocks	Self	N/A	None
Shoprite Hldgs Ltd ADR	Stocks	Self	N/A	None
Siemens Aktiengesellschaft(SIEGY)	Stocks	Self	N/A	None
SK Telecom Co Ltd(SKM)	Stocks	Self	N/A	None
SLM Corporation(SLM)	Stocks	Self	N/A	None
Solera Holdings Inc	Stocks	Self	N/A	None
SPDR DJ Wilshire Intl Real Est	ETFs	Self	N/A	None
SPDR S&P Intl Health Care	ETFs	Self	N/A	None
St Jude Medical Inc	Stocks	Self	N/A	None
St Paul Travelers Cos Inc	Stocks	Self	N/A	None
Stancorp Finl Grp 6900 *67JN01	Other	Self	N/A	None
Standard Bank Group Ltd SPON	Stocks	Self	N/A	None
Stanley Black & Decker Inc(SWK)	Stocks	Self	N/A	None
Staples Inc(SPLS)	Stocks	Self	N/A	None
State Street Corp(STT)	Stocks	Self	N/A	None
Stephens Money Fund	Mutual Funds	Self	N/A	None
Stericycle Inc(SRCL)	Stocks	Self	N/A	None
Sturm Ruger & Co(RGR)	Stocks	Self	N/A	None
Sumitomo Mitsui Tr Hldgs Inc	Stocks	Self	N/A	None
Swisscom AG	Stocks	Self	N/A	None
Sysco Corp(SYY)	Stocks	Self	N/A	None
Taiwan Semiconductor Mfg Co Ltd ADR(TSM)	Stocks	Self	N/A	None
Talisman Energy Inc	Stocks	Self	N/A	None
Target Corp(TGT)	Stocks	Self	N/A	None
TCW Strategic Income Fund	Mutual Funds	Self	N/A	None
Western Digital Corporation(WDC)	Stocks	Self	$154 - $154	None
White Mountain Group Bermuda(WTM) Bermuda	Stocks	Self	$476 - $476	None
Windstream Corp(WIN)	Stocks	Self	$730 - $730	None
Wisconsin Energy 6.25% 05/15/2067	Other	Self	$5,911 - $5,911	Interest
WisdomTree Trust India(EPI)	ETFs	Self	$112 - $112	None
Wolters Kluwer NV Sponsored ADR(WTKWY) Netherlands	Stocks	Self	$72 - $72	None
Woolworths Holdings Ltd(WLWHY)	Stocks	Self	$219 - $219	None
World Fuel Services Corp(INT)	Stocks	Self	$475 - $475	None
Wright Express Corp(WEX)	Stocks	Self	$130 - $130	None
Wynn Macau Ltd Unsponsored ADR(WYNMY) Macau	Stocks	Self	$275 - $275	None
XL Capital Ltd 6500 *51MY02	Other	Self	$1,410 - $1,410	Interest
YPF Sociedad ADS Rep 1 CL-D SH(YPF) Argentina	Stocks	Self	$78 - $78	None
Cash	Bank & Cash	Self	$6,177 - $6,177	None
Accrued Interest	Other	Self	$579 - $579	Interest
Plan Loans	Other	Self	$1,281 - $1,281	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Unknown	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Healthcare$224K

Technology$355K

Retail Trade$49K

Financial Services$280K

Banking$16K

Basic Materials$48K

Energy$120K

Industrials$280K

Consumer Defensive$112K

Real Estate$16K

Communication Services$56K

Consumer Cyclical$136K

Services$40K

Insurance$16K

Bruce Westerman trades Wealthiest members Most active traders AR 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).