David Schweikert Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed June 24, 2011. Includes 16 assets and 3 liabilities.

Year:

2013 2012 2011

Est. Net Worth

$365K

2011 annual disclosure

Total Assets

$430K - $950K

16 assets

Total Liabilities

$200K - $450K

3 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$583K (3)

Stocks$75K (1)

Mutual Funds$33K (9)

Retirement & Pension$0 (1)

Insurance$0 (1)

Bank & Cash$0 (1)

All Assets (16)

Asset	Type	Owner	Value	Income
Sherika Furlow LLC	LLC / Partnership	Self	$100,001 - $250,000	Capital Gains $2,501 - $5,000
Shelton Furlow Holdings	LLC / Partnership	Self	$250,001 - $500,000	Rent $15,001 - $50,000
Delaware Corp	LLC / Partnership	Self	$15,001 - $50,000	None
Bimini Capital Management	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
American Century Equity	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
AZ State Retirement	Retirement & Pension	Self	N/A	Retirement
Putnam Investors Growth	Mutual Funds	Self	N/A	Retirement
Putnam Growth & Income	Mutual Funds	Self	N/A	Retirement
Minnesota Life	Insurance	Self	N/A	Retirement
Allmerica Select	Mutual Funds	Self	N/A	Retirement
Allmerica Bond	Mutual Funds	Self	N/A	Retirement
Advantis Mortgage Securities	Mutual Funds	Self	N/A	Retirement
Merrill Lynch	Bank & Cash	Self	N/A	Interest
RBC MN D R	Mutual Funds	Self	N/A	Dividends
RBC Govt Inc R	Mutual Funds	Self	N/A	Dividends
Merrill Property Securities	Mutual Funds	Self	N/A	Dividends

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Chase	other	$100,001 - $250,000	—	—
Sallie Mae	student loan	$50,001 - $100,000	—	—
Merrill Phoenix Bank	other	$50,001 - $100,000	—	—

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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).