ELTON GALLEGLY Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 9, 2012. Includes 28 assets and 6 liabilities.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$31.1M

2012 annual disclosure

Total Assets

$53.3M - $12.8M

28 assets

Total Liabilities

$1.3M - $2.6M

6 liabilities

Total Trades

From PTR filings

Trade Volume

$4.3M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$1.4M
2008	$741K
2009	$2M
2010	$1.4M
2011	$766K
2012	$31.1M

Assets by Category

LLC / Partnership$25M (1)

Real Estate$5M (10)

Other$3M (1)

Bank & Cash$0 (6)

Retirement & Pension$0 (2)

Mutual Funds$0 (1)

Stocks$0 (6)

Insurance$0 (1)

Top Stock Holdings (from trades)

HCA HealthcareHCA

$375K

Simon Property GroupSPG

$375K

All Assets (28)

Asset	Type	Owner	Value	Income
1791 E Kenwood	Real Estate	Self	$250,001 - $500,000	Rent $15,001 - $50,000
710 E Kenwood	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
3549 N Lake Dr Garage	Real Estate	Self	$15,001 - $50,000	Rent $1,001 - $2,500
3549 N Lake Dr	Real Estate	Self	$500,001 - $1,000,000	Rent $50,001 - $100,000
62 N Santa Fe	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
610 Barron	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
606 Barron	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
603 Barron	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
580 Sharpe Family Trust	Other	Self	$1,000,001 - $5,000,000	None
3200 N Lake Dr	Real Estate	Self	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
Schuette Realty	LLC / Partnership	Self	$50,000,001+	Capital Gains $5,000,001+
JT Morgan Bank	Bank & Cash	Joint	N/A	Interest
JT Chase Bank	Bank & Cash	Joint	N/A	Interest
JT Citizens Bank	Bank & Cash	Joint	N/A	Interest
IRA Merrill Lynch	Retirement & Pension	Self	N/A	Tax-Deferred
IRA Merrill Lynch B/A	Retirement & Pension	Self	N/A	Tax-Deferred
CD American Express Bank	Bank & Cash	Self	N/A	Interest
Charles Schwab	Bank & Cash	Self	N/A	Dividends
John Hancock U.S. Growth	Mutual Funds	Self	N/A	Dividends
Prudential(PRU)	Stocks	Self	N/A	Dividends
BlackRock Capital(BLK)	Stocks	Self	N/A	Dividends
New York Life	Insurance	Self	N/A	None
USAA Bank	Bank & Cash	Self	N/A	Interest
SP Real Estate	Real Estate	Spouse	N/A	Rent
Caterpillar(CAT)	Stocks	Self	N/A	Dividends
Chevron(CVX)	Stocks	Self	N/A	Dividends
SP Morgan Stanley(MS)	Stocks	Spouse	N/A	Dividends
SP Amazon Services Ltd(AMZN)	Stocks	Spouse	N/A	Dividends

Liabilities (6)

Creditor	Type	Amount	Rate	Term
First National Bank of Wyoming	mortgage	$100,001 - $250,000	—	—
MBNA America Bank	mortgage	$250,001 - $500,000	—	—
First National Bank	mortgage	$250,001 - $500,000	—	—
Wells Fargo Bank NA	line of credit	$100,001 - $250,000	—	—
E*Trade Bank	mortgage	$500,001 - $1,000,000	—	—
Pentagon Federal Credit Union	personal loan	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Healthcare$375K

Real Estate$375K

ELTON GALLEGLY trades Wealthiest members Most active traders CA 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).