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

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Annual financial disclosure for 2009, filed May 22, 2009. Includes 59 assets and 6 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$284K

2009 annual disclosure

Total Assets

$87K - $955K

59 assets

Total Liabilities

$125K - $350K

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$449K (50)

Stocks$72K (9)

Top Stock Holdings (from trades)

Trex StockTREX

$89K

Standard & Poors Depository Receipts (SPDRs)SPY

$56K

All Assets (59)

Asset	Type	Owner	Value	Income
American Europacific Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
American Fundamental Investors Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
American New Economy Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Smallcap World Fund	Mutual Funds	Self	$1,001 - $15,000	None
Advent Claymore Convertible Securities & Income Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Advent Claymore Enhanced Growth & Income Fund	Mutual Funds	Self	$1,001 - $15,000	None
AMCAP Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
American Balanced Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
American Capital World Growth Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
American Growth Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Artio International Equity Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Class B Stock(BRK.B)	Stocks	Spouse	$1,001 - $15,000	None
Blue Chip Value Fund	Mutual Funds	Spouse	$1,001 - $15,000	None
Calamos Global Dynamic Income Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
Calamos Growth Fund	Mutual Funds	Self	$1,001 - $15,000	None
Calamos Strategic Total Return Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Campbell Soup Stock(CPB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Capital Income Builder Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Colgate-Palmolive Stock(CL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
DWS European Social Equity Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
DWS Investment Trust Core Fixed Income FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Gabelli Equity Trust FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Harbor Capital Appreciation FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Harbor Global Value FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Harbor Int'l 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 America	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Julius Baer Intl Equity Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Liberty All-Star Equity FD	Mutual Funds	Self	$1,001 - $15,000	None
Liberty All-Star Growth FD	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Mass Mutual American Century Income & Growth FD	Mutual Funds	Self	$1,001 - $15,000	None
Mass Mutual Fidelity VIP Contrafund	Mutual Funds	Self	$1,001 - $15,000	None
Mass Mutual Oppenheimer Core Bond FD	Mutual Funds	Self	$1,001 - $15,000	None
Mass Mutual Intl Growth FD	Mutual Funds	Self	$1,001 - $15,000	None
Oppenheimer Main Street FD	Mutual Funds	Self	$1,001 - $15,000	None
Mass Mutual Panorama Growth FD	Mutual Funds	Self	$1,001 - $15,000	None
Mass Mutual Panorama Intl Growth FD	Mutual Funds	Self	$1,001 - $15,000	None
Mass Mutl T Rowe Price Mid Cap Growth FD	Mutual Funds	Self	$1,001 - $15,000	None
NASDAQ Premium Income & Growth FD	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Northeast Investors Growth FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
New East Investors Trust FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Oppenheimer Intl Growth FD	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Paychex Stock(PAYX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Peninsula Profit Pros Inc	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Pioneer Bond FD	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
PIMCO Pac Inv Mgmt Ser Total Return FD	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Praxair Stock(PX)	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
RiverSource Mid Cap Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Royce Value Trust Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Selected American Shares Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
SunTrust Banks Stock(STI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
TCW Diversified Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Touchstone Sands Capital Growth Fund	Mutual Funds	Self	$1,001 - $15,000	None
Washington Mutual Investors Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Wells Fargo Advantage Emerging Markets Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Western Asset Core Plus Bond Fund	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
Congressional Federal Credit Union	credit card	$15,001 - $50,000	—	—
E*Trade Brokerage	margin loan	$15,001 - $50,000	—	—
Wachovia Brokerage	margin loan	$15,001 - $50,000	—	—
Citibank	credit card	$15,001 - $50,000	—	—
Chase Bank	credit card	$50,001 - $100,000	—	—
Bank of America	credit card	$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

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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).