Lee Terry
Lee Terry Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 16 assets and 1 liabilities.
Est. Net Worth
$118K
2012 annual disclosure
Total Assets
$121K - $465K
16 assets
Total Liabilities
$100K - $250K
1 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$253K (14)
Stocks$41K (2)
Top Stock Holdings (from trades)
All Assets (16)
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
JP Small Cap Growth | $15,001 - $50,000 |
Income Fund of America | $50,001 - $100,000 |
Business Humanity B | $15,001 - $50,000 |
Genesis Electric | $1,001 - $15,000 |
Capital One Growth Fund | $15,001 - $50,000 |
Dreyfus Ultra Short Bond Fund | $1,001 - $15,000 |
Euro Pacific Growth Fund | $1,001 - $15,000 |
Franklin Gold & Precious Metals Fund | $1,001 - $15,000 |
T. Rowe Price Growth Stock Fund | $1,001 - $15,000 |
American Funds Growth Fund of America | $1,001 - $15,000 |
Dodge & Cox International Stock Fund | $1,001 - $15,000 |
Columbia Seligman Global Technology Fund | $1,001 - $15,000 |
Calvert Equity Fund | $1,001 - $15,000 |
Vanguard Windsor II Fund | $1,001 - $15,000 |
American Funds New World Fund | $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Selectiv State Bank, Anytown, DE | mortgage | $100,001 - $250,000 |
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).