Pete Sessions Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 61 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$381K

2013 annual disclosure

Total Assets

$335K - $1.5M

61 assets

Total Liabilities

$350K - $750K

2 liabilities

Total Trades

537

From PTR filings

Trade Volume

$18.5M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$4.1M
2009	$3.3M
2009	$2.7M
2010	$6.5M
2011	$4.3M
2012	$323K
2013	$195K
2013	$381K

Assets by Category

Stocks$392K (49)

Retirement & Pension$183K (2)

Mutual Funds$176K (2)

Bank & Cash$116K (3)

Gov. Securities$57K (4)

Other$8K (1)

Top Stock Holdings (from trades)

AT&T Stock - ComputershareT

$550K

AT&T Stock Savings Plan (Not self Directed)T

$525K

Johnson & JohnsonJNJ

$471K

BlackRock Utilities, Infrastructure & Power Opportunities TrustBUI

$440K

Verizon Communications Inc.VZ

$430K

Apple Inc.AAPL

$382K

All Assets (61)

Asset	Type	Owner	Value	Income
Schwab Gov't Money Fund	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
PRL State Bank CD	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Fulton County GA Dev Fulton County, GA, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Illinois Hsg Dev Illinois, US	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
New Jersey St EDL New Jersey, US	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
US Treas UNL Iowa Iowa, US	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Abbott Laboratories(ABT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AbbVie Inc.(ABBV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Adobe Systems Inc.(ADBE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Air Lease Corporation(AL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Agilent Technologies(A)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Alaska Air Group(ALK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Alexion Holdings(ALXN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
BHP Billiton Ltd(BHP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bristol-Myers Squibb(BMY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Brinker International(EAT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chevron Corporation(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc.(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Emerson Electric(EMR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Express Scripts(ESRX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Fifth Third Bancorp(FITB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Gap Inc.(GPS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McKesson Co.(MCK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corp.(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nestle S.A. ADR(NSRGY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Susquehanna Bancorp	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Symantec Corp(SYMC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AT&T Inc.(T)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Parcel Service(UPS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Technologies(UTX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Weatherford International Ltd.(WFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Liberty Trust	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Analog Devices(ADI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AmerisourceBergen(ABC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Eaton Corp PLC(ETN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Intel Corporation(INTC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Mylan N.V.(MYL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
International Business Machines(IBM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ameriserv Financial Inc.(ASRV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corporation(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exelon Corporation(EXC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kimball International(KBAL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
LinkedIn Corporation(LNKD)	Stocks	Self	$1,001 - $15,000	None
NVIDIA Corporation(NVDA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Omnicom Group Inc.(OMC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cisco Inc.(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
ARNC Finl Servcs	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Apple Corporation(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sapient Corp(SAPE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
US Securities Money Market	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
USA Annuity	Other	Self	$1,001 - $15,000	None
RBC Private Equity Inv	Retirement & Pension	Self	$1,001 - $15,000	Interest, Capital Gains $201 - $1,000
RBC Private Equity Inv	Retirement & Pension	Self	$100,001 - $250,000	Interest, Capital Gains $201 - $1,000
RBC High Grade Municipal	Mutual Funds	Self	$100,001 - $250,000	Interest $201 - $1,000
Citizens Bank	Bank & Cash	Self	$50,001 - $100,000	Interest $1 - $200

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Chase Bank	mortgage	$100,001 - $250,000	—	—
Chase Bank	other	$250,001 - $500,000	—	—

Trading Sector Allocation (from PTR trades)

Communication Services$2.2M

Real Estate$336K

Energy$827K

Technology$1.5M

Healthcare$1.3M

Financial Services$1.4M

Consumer Defensive$844K

Basic Materials$203K

Industrials$912K

Utilities$553K

Consumer Cyclical$629K

Insurance$8K

Services$81K

Retail Trade$170K

Manufacturing$24K

Banking$65K

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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).