Lee Terry
Lee Terry Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 14 assets and 3 liabilities.
Est. Net Worth
-$119K
2013 annual disclosure
Total Assets
$32K - $130K
14 assets
Total Liabilities
$120K - $280K
3 liabilities
Total Trades
349
From PTR filings
Trade Volume
$4.6M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2009 | -$68K |
| 2010 | $1.2M |
| 2011 | $3K |
| 2011 | $72K |
| 2012 | $118K |
| 2013 | -$119K |
| 2013 | -$119K |
Assets by Category
Stocks$49K (3)
Mutual Funds$33K (10)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (14)
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
Income Fund of America | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
American Funds Growth Fund of America (R6) | N/A |
American Funds Europacific Growth Fund (R6) | N/A |
American Funds New Perspective Fund (R6) | N/A |
American Funds Capital World Growth and Income (R6) | N/A |
American Funds American Balanced Fund (R6) | N/A |
American Funds Growth and Income Fund (R6) | N/A |
American Funds Money Market Fund (R6) | N/A |
American Funds American Mutual Fund (R6) | N/A |
American Funds Income Fund of America (R6) | N/A |
College Savings Fund (529 Plan) | N/A |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Security Bank N.A. | mortgage | $100,001 - $250,000 |
| FNB Visa | credit card | $10,001 - $15,000 |
| Amex | credit card | $10,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$818K
Consumer Cyclical$105K
Technology$312K
Healthcare$328K
Consumer Defensive$195K
Industrials$213K
Energy$308K
Basic Materials$472K
Utilities$172K
Manufacturing$48K
Communication Services$81K
Banking$8K
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).