David E. Price
David E. Price Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 85 assets.
Est. Net Worth
$6.5M
2013 annual disclosure
Total Assets
$2.9M - $10.2M
85 assets
Total Liabilities
$0
0 liabilities
Total Trades
158
From PTR filings
Trade Volume
$1.5M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $4.7M |
| 2009 | $3.1M |
| 2010 | $3.5M |
| 2011 | $6.2M |
| 2012 | $6.8M |
| 2013 | $6.5M |
Assets by Category
Retirement & Pension$4.2M (6)
Stocks$1.9M (59)
Gov. Securities$188K (15)
Bank & Cash$183K (2)
Insurance$65K (2)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (85)
| Asset | Value |
|---|---|
Westview Press | N/A |
Premium of America (via LLC Members Savings Plan) (Inheritance) | $15,001 - $50,000 |
Mechanics Bank Deposit Program | $100,001 - $250,000 |
Sun Trust Bank Account | $1,001 - $15,000 |
Metropolitan Life Insurance Policy | $15,001 - $50,000 |
Northwest Mutual Life Insurance Policy | $15,001 - $50,000 |
TIAA CREF Retirement Plan - See next four lines | $1,000,001 - $5,000,000 |
TIAA CREF Retirement Plan - CREF Money Market Fund | $50,001 - $250,000 |
TIAA CREF Retirement Plan - CREF Stock Fund | $500,001 - $1,000,000 |
TIAA Traditional Fund | $100,001 - $250,000 |
TIAA CREF Retirement Plan - Traditional Fund | $50,001 - $100,000 |
Appalachian State University Bonds | $1,001 - $15,000 |
Duke University Capital Facilities Bonds | $15,001 - $50,000 |
University of North Carolina Chapel Hill Bonds | $1,001 - $15,000 |
Charlotte-Mecklenburg Bonds | $1,001 - $15,000 |
NC Community Health System Bonds | $1,001 - $15,000 |
NC Health Care Facilities Bonds | $15,001 - $50,000 |
NC Health Facilities Bonds | N/A |
NC Hospital Bonds - Baptist Hospital | $1,001 - $15,000 |
NC Hospital Bonds - Johnston County | $5,000 - $15,000 |
NC Hospital Bonds - Wake County Wake County, NC, US | $1,001 - $15,000 |
City of Charlotte Bonds Charlotte, NC, US | $15,001 - $50,000 |
Municipal Bonds - High Point High Point, NC, US | $1,001 - $15,000 |
Municipal Bonds - Mooresville Mooresville, NC, US | $1,001 - $15,000 |
Municipal Bonds - Raleigh Raleigh, NC, US | $1,001 - $15,000 |
Storm Water Bonds - Charlotte Charlotte, NC, US | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| N/A | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $250,001 - $500,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1 - $1,000 | |
| $15,001 - $50,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Technology$120K
Financial Services$208K
Energy$137K
Consumer Cyclical$104K
Consumer Defensive$24K
Industrials$153K
Communication Services$40K
Real Estate$40K
Healthcare$32K
Basic Materials$8K
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).