Mo Brooks
Mo Brooks Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 48 assets.
Est. Net Worth
$1M
2011 annual disclosure
Total Assets
$481K - $1.5M
48 assets
Total Liabilities
$0
0 liabilities
Total Trades
148
From PTR filings
Trade Volume
$2.3M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2010 | $81K |
| 2011 | $1M |
| 2012 | $900K |
| 2013 | $817K |
Assets by Category
Stocks$416K (23)
Gov. Securities$207K (6)
LLC / Partnership$183K (4)
Bank & Cash$94K (5)
Mutual Funds$91K (8)
Other$8K (1)
Retirement & Pension$8K (1)
Top Stock Holdings (from trades)
All Assets (48)
| Asset | Value |
|---|---|
Redstone Federal Credit Union | $25,001 - $50,000 |
Citibank NA South Dakota Deposit Account | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Citigroup Capital X 6.10% Preferred Stock | $1,001 - $15,000 |
Morgan Stanley Cap TR V 5.75% Preferred Stock | $1,001 - $15,000 |
Eaton Vance Tax-Managed Growth Mutual Fund | $15,001 - $50,000 |
Baldwin County, AL Board of Ed Bond 1/16/08 Baldwin County, AL, US | $50,001 - $100,000 |
Tobacco Settlement Finance Corp Bond | $50,001 - $100,000 |
Huntsville-Redstone Village Huntsville, AL, US | $1,001 - $15,000 |
Barbour County, AL Board of Ed Bond 2/9/10 Barbour County, AL, US | $1,001 - $15,000 |
TD Bank USA FDIC Insured Deposit Account | $15,001 - $50,000 |
AllianceBernstein Partners LP Partnership Interest | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| N/A | |
| $15,001 - $50,000 | |
| $50,000 - $100,000 | |
San Joaquin Hills CA Transportation - Highway California, US | $1,001 - $15,000 |
California EDI GACs Auth College & Univ Revenue Bonds California, US | $15,001 - $50,000 |
Discover Bank FDIC Insured Deposit Account | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
Duke Capital Corp Bonds | $1,001 - $15,000 |
Legg Mason Opportunity Trust Mutual Fund | $1,001 - $15,000 |
Legg Mason Value Trust Mutual Fund | $1,001 - $15,000 |
Legg Mason Special Investment Trust Mutual Fund | $1,001 - $15,000 |
Royce Mutual Fund | $1,001 - $15,000 |
TD Bank USA FDIC Insured Deposit Account | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Dreyfus Strategic Municipal Bond Fund Stock | $1,001 - $15,000 |
Duff & Phelps Corporation Stock | $1,001 - $15,000 |
Retirement Systems of Alabama Alabama, US | $1,001 - $15,000 |
Legg Mason CM Opportunity Trust | $1,001 - $15,000 |
Legg Mason Special Investment Trust | $5,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Utilities$325K
Technology$185K
Communication Services$282K
Financial Services$73K
Healthcare$201K
Manufacturing$8K
Consumer Cyclical$65K
Energy$8K
Consumer Defensive$8K
Industrials$24K
Banking$33K
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).