Robert C. "Bobby" Scott Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed June 4, 2008. Includes 97 assets and 6 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$810K

2008 annual disclosure

Total Assets

$240K - $1.7M

97 assets

Total Liabilities

$85K - $265K

6 liabilities

Total Trades

341

From PTR filings

Trade Volume

$3.2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$810K
2009	$284K
2010	$547K
2011	$209K
2012	$8K
2012	-$333K
2013	-$74.4M
2013	$223K

Assets by Category

Mutual Funds$782K (75)

Stocks$170K (21)

Other$33K (1)

Top Stock Holdings (from trades)

Trex StockTREX

$89K

Standard & Poors Depository Receipts (SPDRs)SPY

$56K

All Assets (97)

Asset	Type	Owner	Value	Income
AFLAC Stock(AFL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Alliance Bernstein International Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
ANCAP Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
American Balanced Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
American Capital World Growth & Income Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
American Express Stock(AXP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American Growth Fund Cl C	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
American Intl Group Stock(AIG)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Ariel (Growth) FD	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Ariel Appreciation FD	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Ariel Focus FD	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Automatic Data Processing Stock(ADP)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Bank of America Stock(BAC)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Cl B Stock(BRK.B)	Stocks	Spouse	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Brandywine Ultra Small Company Mkt FD	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Brown Cap Mgmt Equity FD	Mutual Funds	Spouse	$1,001 - $15,000	None
Brown Cap Mgmt Small Co FD	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Calamos Growth FD	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Campbell Soup Stock(CPB)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Capital Income Builder	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Colgate-Palmolive(CL)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
CRM Mid Cap Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Dodge & Cox International Stock(DODFX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Dodge & Cox Stock Fund(DODGX)	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Domini European Social Equity Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Domini Social Equity Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Edgar Lomax Value Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Europacific Growth Fund Cl C	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Excelsior Emerging Markets Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Excelsior Value & Restructuring Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Fairholme Funds(FAIRX)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Fidelity Dividend Growth Fund(FDGFX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Fidelity Low Priced Stock Fund(FLPSX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
FPA Capital Fund(FPPTX)	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Fundamental Invs Fund CL C	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
General Electric Stock(GE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Harbor Capital Appreciation FD	Mutual Funds	Self	$15,001 - $50,000	None
Harbor Global Value FD	Mutual Funds	Self	$1,001 - $15,000	None
Harbor Intl FD	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Harbor Small Cap Value Institutional FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Heinz (H.J.) Stock(KHC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Hotchkis & Wiley Core Value FD	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Income Fund Amer CL C	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Janus Mid Cap Value FD	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Jensen Portfolio FD	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Johnson & Johnson Stock(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Joy Global Stock(JOY)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Julius Baer Intl Equity A	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Legg Mason Emerging Market Trust Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Legg Mason Growth Trust Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Legg Mason Trust Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Legg Mason S&P Investment Trust Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Legg Mason Value Trust Fund	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
Lou Holland Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Mairs & Power Balanced	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Mairs & Power Growth	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Mass Mutual American Century VIP Inc & Growth	Mutual Funds	Self	$1,001 - $15,000	None
Mass Mutual Fidelity VIP Contrafund	Mutual Funds	Self	$1,001 - $15,000	None
Oppenheimer Core Bond Fund	Mutual Funds	Self	$1,001 - $15,000	None
Mass Mutual Oppenheimer International	Mutual Funds	Self	$1,001 - $15,000	None
Mass Mutual Oppenheimer Main Street Fund	Mutual Funds	Self	$1,001 - $15,000	None
Mass Mutual Panorama Growth FD	Mutual Funds	Self	$1,001 - $15,000	None
Mass Mutual Panorama Total Return FD	Mutual Funds	Self	$1,001 - $15,000	None
Mass Mutual T. Rowe Price Health FD	Mutual Funds	Self	$1,001 - $15,000	None
Masters Select Equity FD	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Masters Select Equity	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Masters Select Equity Small Co FD	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Masters Select Value FD	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Microsoft Stock(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
New Economy Fund Cl C	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Northeast Investors Growth FD	Mutual Funds	Self	$15,001 - $50,000	None
Northeast Investors Trust FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Oakmark Select FD	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Old Republic Intl Stock(ORI)	Stocks	Self	$1,001 - $15,000	None
Paychex Stock(PAYX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Peninsula Profit Pros Investment Club	Other	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
PIMCO Commodity Real Return Fund Institutional Service	Mutual Funds	Self	$50,000 - $100,000	Dividends $1 - $200
Praxair Stock(PX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble Stock(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Profit Lomax Value Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Smallcap World Fund Class C	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
SGA Emerging Markets	Mutual Funds	Self	$1 - $1,000	Dividends/Capital Gains $1 - $200
SunTrust Banks Stock(STI)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
TCW Diversified Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Third Avenue International Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Third Avenue Real Estate Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Third Avenue Small Cap Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Third Avenue Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Torray Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Touchstone Sands Cap Instl Growth FD	Mutual Funds	Self	$1,001 - $15,000	None
Vanguard Health Care FD	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Walgreen Stock(WBA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Washington Mutual Investors FD CL C	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Wells Fargo Advantage Emerging Mkts Fd	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Wendy's Stock(WEN)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Western Asset Core Plus Bond FD IS	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Yum Brands Stock(YUM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200

Liabilities (6)

Creditor	Type	Amount	Rate	Term
Ameritrade Brokerage	margin loan	$15,001 - $50,000	—	—
Congressional Federal Credit Union	credit card	$10,001 - $15,000	—	—
E-Trade Brokerage	margin loan	$15,001 - $50,000	—	—
Fidelity Brokerage	margin loan	$15,001 - $50,000	—	—
Smith Barney Brokerage	margin loan	$15,001 - $50,000	—	—
Wachovia Brokerage	margin loan	$15,001 - $50,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$401K

Consumer Cyclical$153K

Consumer Defensive$137K

Banking$40K

Industrials$48K

Technology$48K

Basic Materials$40K

Healthcare$32K

Real Estate$8K

Energy$8K

Utilities$8K

Communication Services$8K

Robert C. "Bobby" Scott trades Wealthiest members Most active traders VA 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).