David Cheston Mr Rouzer
David Cheston Mr Rouzer Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed October 26, 2012. Includes 31 assets and 3 liabilities.
Year:
Est. Net Worth
$686K
2012 annual disclosure
Total Assets
$535K - $1.4M
31 assets
Total Liabilities
$165K - $400K
3 liabilities
Total Trades
26
From PTR filings
Trade Volume
$257K
Midpoint of disclosed ranges
Net Worth Over Time
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)
All Assets (31)
| Asset | Value |
|---|---|
American Funds (4) | $50,001 - $100,000 |
The Growth Fund of America | $50,001 - $100,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Barclays Bank, Wilmington, DE | mortgage | $100,001 - $250,000 |
| PNC Mortgage | mortgage | $50,001 - $100,000 |
| First Citizens Bank | line of credit |
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
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).
