David E. Price

David E. Price Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 83 assets.

Est. Net Worth
$3.1M
2009 annual disclosure
Total Assets
$1.6M - $4.5M
83 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
PeriodEst. 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$1.6M (5)
Stocks$1M (59)
Bank & Cash$175K (1)
Mutual Funds$175K (1)
Gov. Securities$105K (13)
Insurance$41K (2)
Other$8K (2)

Top Stock Holdings (from trades)

All Assets (83)

AssetValue
Metropolitan Life Insurance Policy
$1,001 - $15,000
NW Mutual Life Insurance
$15,001 - $50,000
Smith Barney Bank Deposit Program
$100,001 - $250,000
PIMCO Retirement Plan
$500,001 - $1,000,000
TIAA/CREF Retirement Plan
$100,001 - $250,000
TIAA/CREF Bond Market Fund
$100,001 - $250,000
Westview Press
N/A
TIAA/CREF Retirement Plan - CREF Stock Fund
$250,001 - $500,000
TIAA/CREF Retirement Plan - TIAA Real Estate Fund
$50,001 - $100,000
TIAA/CREF Retirement Plan - TIAA Traditional Fund
$100,001 - $250,000
General Motors Acceptance Corp. Bonds
$1,001 - $15,000
NC Hospital Bonds - Johnston County
Johnston County, NC, US
$1,001 - $15,000
Charlotte-Mecklenburg Hospital Bonds
Charlotte-Mecklenburg, NC, US
$15,001 - $50,000
Duke University Capital Facilities Bonds
NC, US
$1,001 - $15,000
High Point, NC Municipal Bonds
High Point, NC, US
$1,001 - $15,000
Mooresville, NC Municipal Bonds
Mooresville, NC, US
$1,001 - $15,000
NC Community Health Systems - Rutherford Bonds
Rutherford County, NC, US
$1,001 - $15,000
NC Health Facilities Bonds - Duke University
NC, US
N/A
WakeMed Facilities Bonds
NC, US
$1,001 - $15,000
NC Hospital Bonds - Gaston County
Gaston County, NC, US
N/A
Pitt County Hospital Bonds - Pitt County
Pitt County, NC, US
N/A
NC Hospital Bonds - Wake County
$1,001 - $15,000
RDU Airport Authority Bonds
$1,001 - $15,000
Winston-Salem Municipal Bonds
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$15,001 - $50,000
Broyal Stock
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$100,001 - $250,000
$1,001 - $15,000
$15,001 - $50,000
$50,001 - $100,000
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1 - $1,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000

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).
David E. Price Net Worth & Financial Disclosure 2009: Assets & Portfolio | Congress Stock Tracker