David Cheston Mr Rouzer Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed December 19, 2012. Includes 22 assets and 2 liabilities.

Year:

2012

Est. Net Worth

$988K

2012 annual disclosure

Total Assets

$740K - $1.6M

22 assets

Total Liabilities

$115K - $300K

2 liabilities

Total Trades

From PTR filings

Trade Volume

$257K

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

Real Estate$750K (1)

Mutual Funds$338K (9)

LLC / Partnership$75K (1)

Retirement & Pension$33K (2)

Bank & Cash$0 (2)

ETFs$0 (1)

Stocks$0 (4)

Other$0

All Assets (22)

Asset	Type	Owner	Value	Income
American Funds (401K)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred $1,001 - $2,500
Growth Fund	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred $1,001 - $2,500

Liabilities (2)

Creditor	Type	Amount	Rate	Term
PNC Bank	mortgage	$100,001 - $250,000	—	—
First Citizens Bank	line of credit	$15,001 - $50,000	—	—

Trading Sector Allocation (from PTR trades)

Communication Services$24K

Industrials$32K

Real Estate$16K

Consumer Cyclical$16K

Technology$57K

Financial Services$57K

Consumer Defensive$32K

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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).