David P. Roe
David P. Roe Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed July 12, 2013. Includes 13 assets.
Est. Net Worth
$2.6M
2013 annual disclosure
Total Assets
$1.6M - $3.5M
13 assets
Total Liabilities
$0
0 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
Real Estate$1.3M (3)
Retirement & Pension$833K (5)
Other$375K (1)
Bank & Cash$49K (3)
LLC / Partnership$33K (1)
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 (13)
| Asset | Value |
|---|---|
Real Estate Partnership (Commercial Bldg Johnson City TN) Johnson City, TN, US | $100,001 - $250,000 |
1.7% Ownership - SOFHA | $15,001 - $50,000 |
David Phillip Roe Trust | $250,001 - $500,000 |
Rental Condo - Frisco, CO Frisco, CO, US | $500,001 - $1,000,000 |
Merrill Lynch - IRA | $100,001 - $250,000 |
Merrill Lynch - IRA | $50,001 - $100,000 |
Merrill Lynch - Retirement Account | $250,001 - $500,000 |
Merrill Lynch - IRA (formerly ML IRA Unica Growth) | $15,001 - $50,000 |
Merrill Lynch Beyond (formerly ML CMA Account) | $15,001 - $50,000 |
Peoples Community Bank | $1,001 - $15,000 |
Bank of Tennessee | $1,001 - $15,000 |
Residential Real Estate Johnson City, TN, US | $250,001 - $500,000 |
Fidelity Investment Retirement Account | $100,001 - $250,000 |
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).