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

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Annual financial disclosure for 2011, filed May 24, 2011. Includes 62 assets and 5 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$209K

2011 annual disclosure

Total Assets

$97K - $931K

62 assets

Total Liabilities

$160K - $450K

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$370K (47)

Stocks$137K (14)

ETFs$8K (1)

Top Stock Holdings (from trades)

Trex StockTREX

$89K

Standard & Poors Depository Receipts (SPDRs)SPY

$56K

All Assets (62)

Asset	Type	Owner	Value	Income
AMCAP FD	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 EUROPACIFIC GROWTH FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
AMERICAN FUNDAMENTAL INVS FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
AMERICAN GROWTH FD	Mutual Funds	Self	$1,001 - $15,000	None
American New Economy FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Small Cap World FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Apple Stock(AAPL)	Stocks	Self	$1,001 - $15,000	None
Aston/Montag & Caldwell Growth FD	Mutual Funds	Self	N/A	Capital Gains $201 - $1,000
Automatic Data Processing Stock(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	$15,001 - $50,000	None
Blackrock Total Return FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Bridgeway Blue Chip 35 Index FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Campbell Soup Stock(CPB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Capital Income Builder CL A	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Colgate-Palmolive Stock(CL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
CRM Mid Cap Value FD	Mutual Funds	Self	$1 - $1,000	Capital Gains $201 - $1,000
Dodge & Cox Stock FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Domini Euro Social Equity Investor Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains $201 - $1,000
Domini International 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	N/A	Capital Gains $201 - $1,000
Fidelity Select Pharmaceutical Fund	Mutual Funds	Self	N/A	Capital Gains $201 - $1,000
Google Stock(GOOGL)	Stocks	Self	$1,001 - $15,000	None
Harbor Capital Appreciation Fund	Mutual Funds	Self	$15,001 - $50,000	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 Stock(HNZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Income Fund of America	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Jensen Portfolio Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains $201 - $1,000
JPMorgan Core Bond Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
L-3 Communications Stock(LLL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Legg Mason Emerging Markets 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
Mars & Powers Growth Trust	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Cap 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	Mutual Funds	Self	$1,001 - $15,000	None
Mass Mutual Oppenheimer Intl Growth FD	Mutual Funds	Self	$1,001 - $15,000	None
Mass Mutual 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 Growth Stock FD	Mutual Funds	Self	$1,001 - $15,000	None
Metropolitan West Total Return BD FD	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
NASDAQ Premium Income & Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Northeast Investors Growth Fund	Mutual Funds	Self	$15,001 - $50,000	None
Northwest Investors Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Paychex Stock(PAYX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
PIMCO Pacific Investment Management Diversified Income Fund	Mutual Funds	Self	$1,001 - $15,000	None
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
Rainier Mid Cap Equity Portfolio Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
PSGA Emerging Markets Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Stratton Small Cap Value Fund	Mutual Funds	Self	N/A	Capital Gains $201 - $1,000
Sysco Stock(SYY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
T Rowe Price Blue Chip Growth Fund	Mutual Funds	Self	$1,001 - $15,000	None
Transamerica Dividend Appreciation Fund	Mutual Funds	Self	$1,001 - $15,000	None
Vanguard Total Stock Market ETF(VTI)	ETFs	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	$100,001 - $250,000	—	—
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).