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

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Annual financial disclosure for 2010, filed May 20, 2010. Includes 71 assets and 5 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$547K

2010 annual disclosure

Total Assets

$208K - $1.3M

71 assets

Total Liabilities

$110K - $300K

5 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$524K (57)

Stocks$188K (12)

LLC / Partnership$33K (1)

ETFs$8K (1)

Top Stock Holdings (from trades)

Trex StockTREX

$89K

Standard & Poors Depository Receipts (SPDRs)SPY

$56K

All Assets (71)

Asset	Type	Owner	Value	Income
American Europacific Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Fundamental Investors Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American New Economy Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Small Cap World Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Advent/Claymore Enhanced Growth & Income Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
AMCAP Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Balanced FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Capital World Growth & Income FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Growth FD	Mutual Funds	Self	$1,001 - $15,000	None
Artio Intl Equity FD (Formerly Julius Baer Intl Equity FD)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Aston/Montag & Caldwell Growth FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Automatic Data Proc.(ADP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Avery Dennison Stock(AVY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Cl B Stock(BRK.B)	Stocks	Self	$50,001 - $100,000	None
BlackRock Large Cap Core FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
BNY Mellon Ind. FD	Mutual Funds	Self	$1,001 - $15,000	None
Calamos Global Dynamic Income FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Calamos Strategic Total Return FD	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Campbell Soup Stock(CPB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Capital Income Builder FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Colgate-Palmolive Stock(CL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Dodge & Cox Income Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Domini European Social Equity Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Domini Social Equity Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Edgar Lomax Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Select Pharmaceutical Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Gabelli Equity Trust Fund	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Google Stock(GOOGL)	Stocks	Self	$1,001 - $15,000	None
Harbor Capital Appreciation Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
Harbor Global Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Harbor International Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
H.J. Heinz Company(KHC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Hotchkis & Wiley Core Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Income Fund America	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Jensen Portfolio FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
L3 Communications	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Legg Mason Emerging Mkts Trust FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Legg Mason Growth Trust FD	Mutual Funds	Self	$1,001 - $15,000	None
Legg Mason Special Inv. Trust	Mutual Funds	Self	$1,001 - $15,000	None
Liberty All-Star Equity FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Liberty All-State Gbl Growth FD	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Mars & Powers Growth FD	Mutual Funds	Self	$1,001 - $15,000	Dividends/Cap Gains $1 - $200
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 Invesco 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 Total Return FD	Mutual Funds	Self	$1,001 - $15,000	None
Mass Mutual T Rowe Price Mid Cap Growth FD	Mutual Funds	Self	$1,001 - $15,000	None
MFS Value FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
NASDAQ Premium Income & Growth FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Northeast Investors Growth FD	Mutual Funds	Self	$15,001 - $50,000	None
The First Investors Trust FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Oppenheimer Intl Growth FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Paychex Stock(PAYX)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Peninsula Profit Pros Inc	LLC / Partnership	Self	$15,001 - $50,000	Dividends $201 - $1,000
Pimco Pac Inv Mgmt Ser Total Return FD	Mutual Funds	Self	$1,001 - $15,000	Dividends/Cap Gains $1 - $200
Praxair Stock(PX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Proctor & Gamble Stock(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Profit Fund	Mutual Funds	Self	$1,001 - $15,000	None
Selected American Shares Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
SSGA Emerging Markets Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Sysco Stock(SYY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
TCW Diversified Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Touchstone Sands Cap Intl Growth Fund	Mutual Funds	Self	$1,001 - $15,000	None
Market Vectors Total Stock Market ETF	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Washington Mutual Investors Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Advantage Endeavor Select 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 (5)

Creditor	Type	Amount	Rate	Term
Congressional Federal Credit Union	credit card	$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).