Marc A. Veasey Net Worth & Financial Disclosure

house

Annual financial disclosure for 2013, filed May 15, 2013. Includes 19 assets and 4 liabilities.

Year:

2013 2011

Est. Net Worth

-$211K

2013 annual disclosure

Total Assets

$13K - $195K

19 assets

Total Liabilities

$180K - $450K

4 liabilities

Total Trades

From PTR filings

Trade Volume

$40K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	-$105K
2013	-$211K

Assets by Category

Mutual Funds$64K (13)

Bank & Cash$16K (2)

Other$16K (2)

Retirement & Pension$8K (1)

LLC / Partnership$0 (1)

Top Stock Holdings (from trades)

Banco Bilbao Vizcaya Argentaria, S.A.BBVA

$32K

Lumos Networks CorpLUMO

$8K

All Assets (19)

Asset	Type	Owner	Value	Income
Red Pepper Holdings	LLC / Partnership	Self	N/A	Capital Gains
AMCR Fund C I A	Mutual Funds	Self	N/A	Capital Gains
American Mutual Fund	Mutual Funds	Self	N/A	Dividends
Capital Income Builder	Mutual Funds	Self	N/A	Dividends
Capital World Growth & Income	Mutual Funds	Self	N/A	Capital Gains
Fundamental Investors Fund	Mutual Funds	Self	N/A	Capital Gains
Standard Commerce Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
New Perspective Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Selected Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
EuroPacific Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
BBH Compass Commodity Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
MidCap Growth 529 Plan	Other	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
American Funds 529 Plan	Other	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
FERS Thrift Savings Plan L 2043	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
AG Edwards Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
BlackRock Global Allocation Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Columbia Seligman Premium Technology Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Virtus Premium Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
S&P 500 Index Fund (Voya Institutional Index)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Compass Bank	mortgage	$100,001 - $250,000	—	—
Bank of Texas	mortgage	$50,001 - $100,000	—	—
Citibank	credit card	$15,001 - $50,000	—	—
Compass Bank	line of credit	$15,001 - $50,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$32K

Marc A. Veasey trades Wealthiest members Most active traders TX delegation Articles

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).