David Schweikert Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 19 assets and 4 liabilities.

Year:

2013 2012 2011

Est. Net Worth

-$1M

2012 annual disclosure

Total Assets

Not disclosed

19 assets

Total Liabilities

$650K - $1.4M

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

Stocks$0 (4)

Bank & Cash$0 (3)

Mutual Funds$0 (10)

Retirement & Pension$0 (1)

Other$0 (1)

All Assets (19)

Asset	Type	Owner	Value	Income
Sherwin-Williams Co.(SHW)	Stocks	Self	N/A	Dividends
Sherwin-Williams Co.(SHW)	Stocks	Self	N/A	Dividends
Detroit Club Inc.	Stocks	Self	N/A	None
Berrien Springs Bank	Bank & Cash	Self	N/A	Interest
American Century Equity	Mutual Funds	Self	N/A	Dividends
AZ State Retirement AZ, US	Retirement & Pension	Self	N/A	Retirement
Putnam Hathaway Large	Mutual Funds	Self	N/A	Dividends
Putnam Growth Index	Mutual Funds	Self	N/A	Dividends
Humana Inc.(HUM)	Stocks	Self	N/A	Dividends
W R Travel & Larson	Other	Self	N/A	Other
Ameritrade	Bank & Cash	Self	N/A	Interest
Ameritrade Bond Inc	Mutual Funds	Self	N/A	Interest
Ameritrade Cash Account	Bank & Cash	Self	N/A	Interest
Allianz TRF 2020	Mutual Funds	Self	N/A	Retirement
Rivern's Index	Mutual Funds	Self	N/A	Dividends
BlackRock	Mutual Funds	Self	N/A	Dividends
BlackRock S&P 500	Mutual Funds	Self	N/A	Dividends
BlackRock Bond Index	Mutual Funds	Self	N/A	Interest
BlackRock Gov't Income	Mutual Funds	Self	N/A	Interest

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Chase	other	$100,001 - $250,000	—	—
Sallie Mae	student loan	$50,001 - $100,000	—	—
Wachovia Bank	other	$250,001 - $500,000	—	—
ING Direct	mortgage	$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).