David Rouzer Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed October 26, 2012. Includes 31 assets and 3 liabilities.

Year:

2013 2012

Est. Net Worth

$686K

2012 annual disclosure

Total Assets

$535K - $1.4M

31 assets

Total Liabilities

$165K - $400K

3 liabilities

Total Trades

From PTR filings

Trade Volume

$257K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$686K
2012	$988K
2013	-$28K

Assets by Category

Mutual Funds$506K (13)

Real Estate$325K (3)

Stocks$72K (9)

Bank & Cash$57K (5)

Retirement & Pension$8K (1)

Top Stock Holdings (from trades)

Main Street Capital CorporationMAIN

$41K

Advanced Micro Devices, Inc.AMD

$33K

NVIDIA CorporationNVDA

$24K

The Boeing CompanyBA

$24K

Berkshire hathaway Inc. NewBRK.B

$24K

Annaly Capital Management, Inc.NLY

Eaton Vance Tax-Managed Global Diversified Equity Income FundEXG

$16K

Pinterest, Inc.PINS

$16K

All Assets (31)

Asset	Type	Owner	Value	Income
American Funds (4)	Mutual Funds	Self	$50,001 - $100,000	Dividends
The Growth Fund of America	Mutual Funds	Self	$50,001 - $100,000	Dividends
The Income Fund of America	Mutual Funds	Self	$50,001 - $100,000	Dividends
Acree Land	Real Estate	Self	$50,001 - $100,000	None
Farm Land	Real Estate	Self	$50,001 - $100,000	None
Investors	Mutual Funds	Self	$50,001 - $100,000	Dividends
Capital	Mutual Funds	Self	$50,001 - $100,000	Dividends
Cap Builder	Mutual Funds	Self	$50,001 - $100,000	Dividends
Amer. High Income Fund	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
The Income Fund	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
TD Waterhouse (IRA)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Cash	Bank & Cash	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Arkema Inc.(ARKAY)	Stocks	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Amer. Tower Corp(AMT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Ford Motor Co.(F)	Stocks	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Gen. Electric(GE)	Stocks	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Manitowoc Inc.(MTW)	Stocks	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Rubicon Tech.(RBCN)	Stocks	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
IST Global Cap. Corp	Stocks	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Metro Bank	Bank & Cash	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Intl Bk.	Bank & Cash	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Prime Fund	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
Royce Low-Priced Stock Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
T. Rowe Price Science & Technology Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
T. Rowe Price Price Appreciation Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
ING Direct Savings Account	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Condo Rental	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
The Royce Company	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
T. Rowe Price Media & Telecommunications Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
2nd District - State of WI Personal Bankers Account Wisconsin, US	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200

Liabilities (3)

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

Trading Sector Allocation (from PTR trades)

Real Estate$16K

Communication Services$24K

Retail Trade$16K

Industrials$32K

Services$8K

Technology$33K

Financial Services$49K

Consumer Defensive$16K

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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).