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
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
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 |
DE America | $100,001 - $250,000 |
DE International | $100,001 - $250,000 |
EuroPacific Growth Fund | $100,001 - $250,000 |
EuroWorld Growth Fund | $100,001 - $250,000 |
DE America | $50,001 - $100,000 |
Jack Terry - Smith America | N/A |
Shane Terry - American Mutual | N/A |
Shane Terry - Ameritrade | N/A |
Adam Terry - Ameritrade | N/A |
Nick Terry - Ameritrade | N/A |
Mary Terry - FNBO Direct | N/A |
FNBO Nebraska Nebraska, US | N/A |
Nebraska Bank Account Nebraska, US | N/A |
Balanced Fund | N/A |
Baird Account | N/A |
Fidelity Investments Account | N/A |
Property - Second Home | N/A |
Morgan Stanley Account | N/A |
Capital One Account | N/A |
Home - Omaha, NE Omaha, NE, US | N/A |
Farm - Trust | N/A |
Tigerland | $50,001 - $100,000 |
First Heritage | $15,001 - $50,000 |
| $15,001 - $50,000 | |
Kellwood Co. | $15,001 - $50,000 |
Bankers Life | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 |
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)
Financial Services$818K
Consumer Cyclical$105K
Technology$312K
Healthcare$336K
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).