Bruce Westerman Net Worth & Financial Disclosure

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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)

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

Liabilities (1)

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

Trading Sector Allocation (from PTR trades)

Healthcare$240K

Consumer Cyclical$185K

Technology$395K

Communication Services$121K

Financial Services$336K

Consumer Defensive$152K

Basic Materials$48K

Energy$120K

Industrials

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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).