David P. Roe
David P. Roe Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 16, 2011. Includes 10 assets and 4 liabilities.
Est. Net Worth
$3.8M
2011 annual disclosure
Total Assets
$2M - $7.1M
10 assets
Total Liabilities
$500K - $1.1M
4 liabilities
Total Trades
9,761
From PTR filings
Trade Volume
$115.8M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2009 | $5.1M |
| 2010 | $3.9M |
| 2011 | $3.8M |
| 2012 | $250K |
| 2013 | $2.6M |
Assets by Category
Retirement & Pension$3.9M (5)
Other$375K (1)
Real Estate$150K (2)
Bank & Cash$108K (2)
Top Stock Holdings (from trades)
American Funds American High Income Trust Fund Class F2AHIFX
$15MOppenheimer International Bond Fund Y (Full Share)OIBYX
$15MTruist Financial CorporationTFC
$744KMicrosoft CorporationMSFT
$735KTarget CorporationTGT
$713KCisco Systems, Inc.CSCO
$628KMedtronic plcMDT
$589KHoneywell International Inc.HON
$583KComcast CorporationCMCSA
$580KTotalEnergies SETTE
$560KAll Assets (10)
| Asset | Value |
|---|---|
78% Sofia Real Estate Partners Frisco, CO, US | $50,001 - $100,000 |
David Philip Roe Trust | $250,001 - $500,000 |
Fidelity Investment Retirement Account | $250,001 - $500,000 |
First Community Bank | $15,001 - $50,000 |
Merrill Lynch - IRA | $100,001 - $250,000 |
Merrill Lynch - IRA | $250,001 - $500,000 |
Merrill Lynch - IRA Midcap Growth Account | $1,001 - $15,000 |
Merrill Lynch CMA Account | $50,001 - $100,000 |
Merrill Lynch Retirement Account | $1,000,001 - $5,000,000 |
Residential Real Estate Johnson City, TN, US | $50,001 - $100,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| GMAC Mortgage | mortgage | $100,001 - $250,000 |
| Bank of Tennessee | line of credit | $100,001 - $250,000 |
| SunTrust Mortgage, Inc. | mortgage | $250,001 - $500,000 |
| First Community Bank | mortgage | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$10.8M
Technology$7.8M
Energy$5.3M
Basic Materials$2.9M
Industrials$5.7M
Consumer Cyclical$6.3M
Consumer Defensive$4.4M
Healthcare$6.8M
Services$377K
Communication Services$3.4M
Insurance$354K
Utilities$2M
Manufacturing$403K
Retail Trade$472K
Real Estate$2M
Mining$8K
Banking$210K
Construction$8K
Wholesale Trade$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).