David E. Price

David E. Price Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 13, 2011. Includes 83 assets.

Est. Net Worth
$6.2M
2011 annual disclosure
Total Assets
$2.8M - $9.6M
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$4.4M (5)
Stocks$1.4M (59)
Gov. Securities$219K (12)
Bank & Cash$85K (2)
LLC / Partnership$75K (1)
Insurance$41K (2)
Other$0 (2)

Top Stock Holdings (from trades)

All Assets (83)

AssetValue
Westview Press
N/A
Metropolitan Life Insurance Policy
$1,001 - $15,000
Northwestern Mutual Life Insurance Policy
$15,001 - $50,000
Price America LLC
$50,001 - $100,000
Smith Barney Bank Deposit Program
$50,001 - $100,000
SunTrust Bank Account
$5,001 - $15,000
TIAA/CREF Retirement Plan (see next four lines)
$1,000,001 - $5,000,000
TIAA/CREF Retirement Plan - CREF Bond Market Fund
$250,001 - $500,000
TIAA/CREF Retirement Plan - CREF Stock Fund
$500,001 - $1,000,000
TIAA/CREF Retirement Plan - TIAA Real Estate Fund
$50,001 - $100,000
TIAA/CREF Retirement Plan - TIAA Traditional Fund
$100,001 - $250,000
General Mills Acceptance Corp. Bonds
N/A
Hospital Bonds - Duke University Health System
$15,001 - $50,000
Storm Water Bonds - Charlotte, NC
Charlotte, NC, US
$1,001 - $15,000
Duke University Capital Facilities Bonds
NC, US
$15,001 - $50,000
Municipal Bonds - Winston-Salem, NC
Winston-Salem, NC, US
$1,001 - $15,000
Municipal Bonds - High Point, NC
High Point, NC, US
$1,001 - $15,000
NC Community Health Systems Bonds - St. Joseph Rich Health Care Facilities
NC, US
$1,001 - $15,000
NC Community Health Systems Bonds - St. Joseph Rich Health Care Facilities
NC, US
$15,001 - $50,000
NC Health Facilities Bonds - WakeMed
$15,001 - $50,000
Baptist Hospital Bonds
$15,001 - $50,000
NC Hospital Bonds - Johnston County
Johnston County, NC, US
$1,001 - $15,000
NC Hospital Bonds - Wake County
Wake County, NC, US
$1,001 - $15,000
RDU Airport Authority Bonds
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$15,001 - $50,000
$15,001 - $50,000
$50,001 - $100,000
$1,001 - $15,000
$15,001 - $50,000
N/A
N/A
$1,001 - $15,000
$15,001 - $50,000
$15,001 - $50,000
$15,001 - $50,000
$1 - $1,000
$50,001 - $100,000
$1,001 - $15,000
$50,001 - $100,000
$15,001 - $50,000
$1,001 - $15,000
$15,001 - $50,000
$15,001 - $50,000
$50,001 - $100,000
$100,001 - $250,000
$1,001 - $15,000
$15,001 - $50,000
$50,001 - $100,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$15,001 - $50,000
$1,001 - $15,000
$50,000 - $100,000
$1,001 - $15,000
$1,001 - $15,000
$5,000 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$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
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$1 - $1,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
N/A
$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 2011: Assets & Portfolio | Congress Stock Tracker