Lee Terry
Lee Terry Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed June 28, 2013. Includes 16 assets and 3 liabilities.
Est. Net Worth
-$119K
2013 annual disclosure
Total Assets
$32K - $130K
16 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 (13)
Top Stock Holdings (from trades)
All Assets (16)
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
Income Fund of America | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
DC Cap World Growth (R6) - College Savings (VA) Virginia, US | N/A |
DC Europacific Growth (R6) - College Savings (VA) Virginia, US | N/A |
DC New Perspective (R6) - College Savings (VA) Virginia, US | N/A |
DC Growth Fund of America (R6) - College Savings (VA) Virginia, US | N/A |
DC Cap World Growth & Income (R6) - College Savings (VA) Virginia, US | N/A |
DC Washington Mutual (R6) - College Savings (VA) Virginia, US | N/A |
DC Income Fund of America - College Savings (VA) Virginia, US | N/A |
DC Money Market (R6) - College Savings (VA) Virginia, US | N/A |
DC College Savings NE (Union) Nebraska, US | N/A |
DC College Savings NE (Dorn) Nebraska, US | N/A |
DC College Savings NE (Vollan) Nebraska, US | N/A |
DC College Savings NE (Ryan) Nebraska, US | N/A |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| US Bank State Bank Ashley | mortgage | $100,001 - $250,000 |
| FNBO | 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$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).