David Rouzer Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 28, 2013. Includes 27 assets and 3 liabilities.

Year:

2013 2012

Est. Net Worth

-$28K

2013 annual disclosure

Total Assets

$212K - $581K

27 assets

Total Liabilities

$250K - $600K

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$205K (15)

Retirement & Pension$175K (2)

LLC / Partnership$16K (3)

Real Estate$501 (1)

ETFs$0 (1)

Stocks$0 (4)

Other$0 (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 (27)

Asset	Type	Owner	Value	Income
American Funds (401K)	Retirement & Pension	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Growth Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Int'l Growth	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
American Funds	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Fund Investors	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Cap Inc. (Bldgt.)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
American High Income	Mutual Funds	Self	N/A	None
T Bond Fund of America	Mutual Funds	Self	N/A	None
AB Large Cap	Mutual Funds	Self	N/A	None
US Preferred Stock ETF	ETFs	Self	N/A	None
Capital World Growth	Mutual Funds	Self	N/A	None
Amana Income (Stock)	Mutual Funds	Self	N/A	None
Apple Inc.(AAPL)	Stocks	Self	N/A	None
NVIDIA(NVDA)	Stocks	Self	N/A	None
Omnicom Inc.(OMC)	Stocks	Self	N/A	None
iGlobal (Roth)	Retirement & Pension	Self	N/A	None
PIMCO Total Return Fund	Mutual Funds	Self	N/A	None
Reserved Cap	Other	Self	N/A	None
Federated Money Market	Mutual Funds	Self	N/A	None
Oliver F., LLC	LLC / Partnership	Self	N/A	None
T. Rowe Price	Mutual Funds	Self	N/A	None
Goldman Capital Appreciation	Mutual Funds	Self	N/A	None
GAB Stock (MND)	Stocks	Self	N/A	None
PIMCO High Yield	Mutual Funds	Self	N/A	None
NC Direct Raleigh, NC, US	Real Estate	Self	$1 - $1,000	Rent $5,001 - $15,000
The Ruzek Company Raleigh, NC, US	LLC / Partnership	Self	$1,001 - $15,000	Other $5,001 - $15,000
RRC Distributors, LLC Bayson, NE, US	LLC / Partnership	Self	$1,001 - $15,000	Dividends $1,001 - $2,500

Liabilities (3)

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

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).