David Schweikert Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 18 assets and 4 liabilities.

Year:

2013 2012 2011

Est. Net Worth

-$187K

2013 annual disclosure

Total Assets

$282K - $859K

18 assets

Total Liabilities

$465K - $1.1M

4 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	$365K
2011	$23K
2012	-$1M
2013	-$187K

Assets by Category

LLC / Partnership$208K (2)

Real Estate$175K (1)

Mutual Funds$116K (9)

Retirement & Pension$49K (3)

Other$8K (1)

Gov. Securities$8K (1)

Bank & Cash$8K (1)

All Assets (18)

Asset	Type	Owner	Value	Income
Sherrill Equities	LLC / Partnership	Self	$15,001 - $50,000	Capital Gains $5,001 - $15,000
Sherrill Equities Holdings	LLC / Partnership	Self	$100,001 - $250,000	Capital Gains $50,001 - $100,000
D. E. Shaw & Co. #471	Retirement & Pension	Self	$1,001 - $15,000	Interest $1 - $200
Brown Cap Mun	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Century Equity	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
AZ State Retirement	Retirement & Pension	Self	$15,001 - $50,000	None
Maricopa County Retirement	Retirement & Pension	Self	$1,001 - $15,000	None
Putnam Voyager Income Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends, Capital Gains $2,501 - $5,000
Putnam Growth Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends, Capital Gains $2,501 - $5,000
KinderCare Learning - W/S Trust Growth	Other	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Arkansas Bond	Gov. Securities	Self	$1,001 - $15,000	Interest $1,001 - $2,500
Arkansas Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $1,001 - $2,500
Arkansas INA 500	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Merrill Lynch BLKBR INTL B	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
BLKBR INTL B	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
BLKBR LC CAP VAL B	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
BLKBR GOVT INC B	Mutual Funds	Self	$1 - $1,000	Interest $1 - $200
Rental Property 1101 N D St #1421; 2201 N Lake Dr, AZ	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Chase	other	$100,001 - $250,000	—	—
Sallie Mae	student loan	$15,001 - $50,000	—	—
Metro Phx Bank	other	$100,001 - $250,000	—	—
ING Capital One	other	$250,001 - $500,000	—	—

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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).