Lee Terry
Lee Terry Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 17, 2010. Includes 31 assets and 2 liabilities.
Est. Net Worth
$1.2M
2010 annual disclosure
Total Assets
$805K - $2M
31 assets
Total Liabilities
$115K - $300K
2 liabilities
Total Trades
285
From PTR filings
Trade Volume
$3.3M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Mutual Funds$1.1M (9)
Stocks$303K (8)
Other$0 (1)
Bank & Cash$0 (10)
Real Estate$0 (3)
Top Stock Holdings (from trades)
All Assets (31)
| Asset | Value |
|---|---|
EuroPacific Growth Fund | $100,001 - $250,000 |
EuroWorld Growth Fund | $100,001 - $250,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| First National Bank of Omaha | mortgage | $100,001 - $250,000 |
| First National Bank, Omaha, NE | other | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Industrials$154K
Healthcare$245K
Communication Services$105K
Financial Services$784K
Basic Materials$239K
Consumer Cyclical$97K
Consumer Defensive$227K
Technology$261K
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).
