EDWARD H. LINDSEY Net Worth & Financial Disclosure

house

Annual financial disclosure for 2013, filed May 23, 2013. Includes 90 assets and 3 liabilities.

Year:

2013

Est. Net Worth

$757K

2013 annual disclosure

Total Assets

$293K - $1.5M

90 assets

Total Liabilities

$75K - $165K

3 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

Stocks$579K (60)

LLC / Partnership$208K (2)

ETFs$32K (10)

Bank & Cash$32K (4)

Other$16K (4)

Mutual Funds$11K (7)

Insurance$0 (1)

Real Estate$0 (2)

All Assets (90)

Asset	Type	Owner	Value	Income
AT&T Inc.(T)	Stocks	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
Bank of America Corp.(BAC)	Stocks	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
Amerist Financial Corp.	Stocks	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
Lowe's Companies, Inc.(LOW)	Stocks	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
Exxon Corp.(XOM)	Stocks	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
Phillips 66(PSX)	Stocks	Self	$50,001 - $100,000	Dividends $5,001 - $15,000
Prudential Growth Fund	Mutual Funds	Self	$1 - $1,000	Dividends
Regions International Corp.(RF)	Stocks	Self	$1 - $1,000	Dividends
Fremont Growth Fund	Mutual Funds	Self	$1 - $1,000	Dividends
New Perspective Fund	Mutual Funds	Self	$1 - $1,000	Dividends
Columbia Fund of America	Mutual Funds	Self	$1 - $1,000	Dividends
Washington Mutual Investment Fund	Mutual Funds	Self	$1 - $1,000	Dividends
Abbott Laboratories(ABT)	Stocks	Self	$1 - $1,000	Dividends
AbbVie Inc.(ABBV)	Stocks	Self	$1 - $1,000	Dividends
Exxon Mobil Corp.(XOM)	Stocks	Self	$1 - $1,000	Dividends
NIKE, Inc.(NKE)	Stocks	Self	$1 - $1,000	Dividends
Wells Fargo & Co.(WFC)	Stocks	Self	$1 - $1,000	Dividends
American, Inc.	Stocks	Self	$1 - $1,000	Dividends
A D plc	Stocks	Self	$1 - $1,000	Dividends
Apple Inc.(AAPL)	Stocks	Self	$1 - $1,000	Dividends
Assurant, Inc.(AIZ)	Stocks	Self	$1 - $1,000	Dividends
New Zone	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Beach Qs Inc	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
BBT Corp(BBT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Capital Inc	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chevron Corp(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
CSX Corp(CSX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Coca-Cola Co(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Darden Restaurants(DRI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
DR Pepper Snapple Group(DPS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
EMC Corp(EMC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Express Scripts Holding(ESRX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Goldman Sachs(GS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Home Depot Inc.(HD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Host Hotels & Resorts(HST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Zillow Group Inc Cl A(ZG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
IBM(IBM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson Com(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MSCI Holding Inc(MSCI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Goldman Sachs Mutual Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Noble Energy Inc(NBL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Occidental Petroleum(OXY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Oak Comm Inc Cl A	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sempra LNG(SRE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Schlumberger Ltd(SLB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Skechers Corp.(SKX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
TE Connectivity Ltd(TEL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Time Warner Cable(TWC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
TJX Cos Inc New(TJX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Targa Resources Corp(TRGP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Travelers Co Inc(TRV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Twenty-First Century Fox(FOXA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Healthcare Co(UNH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Valero Energy Corp(VLO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
VF Corp(VFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walmart Stores(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walt Disney Co(DIS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo & Co(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
WestRock Co(WRK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Echo Due	Other	Self	N/A	None
Zoom Backup	Other	Self	N/A	None
Financial Select Sector SPDR(XLF)	ETFs	Self	N/A	Dividends
SPDR Dow Jones Industrial Average ETF(DIA)	ETFs	Self	N/A	Dividends
iShares Dow Jones U.S. ETF(IYY)	ETFs	Self	N/A	Dividends
iShares Core S&P 500 ETF(IVV)	ETFs	Self	N/A	Dividends
iShares Gold Trust(IAU)	ETFs	Self	N/A	None
SPDR S&P 500 ETF Trust(SPY)	ETFs	Self	N/A	Dividends
KKR Financial Holdings(KFN)	Stocks	Self	N/A	Dividends
Blackstone Group Inc.(BX)	Stocks	Self	N/A	Dividends
PIMCO All Asset All Authority Fund	Mutual Funds	Self	N/A	Dividends
ProShare Life Insurance	Insurance	Self	N/A	None
Magna Steel AXIS R/E	Real Estate	Self	N/A	Rent
Horseshoe Properties OBP	Real Estate	Self	N/A	Rent
Caterpillar Inc.(CAT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Homechoice International	Other	Self	$1,001 - $15,000	Dividends $1 - $200
GE Capital Aviation	Other	Self	$1,001 - $15,000	Interest $1 - $200
iShares 1-3 Year Treasury Bond ETF(SHY)	ETFs	Self	$1,001 - $15,000	Interest $1 - $200
iShares iBoxx $ Investment Grade Corporate Bond ETF(LQD)	ETFs	Self	$1,001 - $15,000	Interest $1 - $200
SPDR Barclays 2014 Corporate Bond ETF(IBDB)	ETFs	Self	$1,001 - $15,000	Interest $1 - $200
BB&T Corporation(BBT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PowerShares QQQ Trust(QQQ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corporation(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Time Warner Inc.(TWX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
CVS Caremark Corporation(CVS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
UBS Money Market Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Raymond Federal Money Market	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Wells Fargo Bank Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
SunTrust Bank Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Community Grocery, Inc.; Johnson & Johnson, L.P. Atlanta, GA, US	LLC / Partnership	Self	$100,001 - $250,000	Capital Gains $50,001 - $100,000
Dixon Movers & Realty Investments Atlanta, GA, US	LLC / Partnership	Spouse	$15,001 - $50,000	Capital Gains $100,001 - $1,000,000

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Bank of America	line of credit	$50,001 - $100,000	—	—
Sun Trust	line of credit	$15,001 - $50,000	—	—
American Express	credit card	$10,001 - $15,000	—	—

EDWARD H. LINDSEY trades Wealthiest members Most active traders GA delegation Articles

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).