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

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Annual financial disclosure for 2013, filed July 19, 2013. Includes 58 assets and 6 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

-$74.4M

2013 annual disclosure

Total Assets

$201K - $1.1M

58 assets

Total Liabilities

$150M - $80K

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$576K (49)

Stocks$89K (8)

ETFs$8K (1)

Top Stock Holdings (from trades)

Trex StockTREX

$89K

Standard & Poors Depository Receipts (SPDRs)SPY

$56K

All Assets (58)

Asset	Type	Owner	Value	Income
Vanguard Premium Income Fund - Growth	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Sysco Corporation(SYY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Avery Dennison Corp(AVY)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Automatic Data Processing(ADP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Growth Fund of America CEFX	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Growth Fund of America IFACX	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Europacific Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Small Cap World Fund	Mutual Funds	Self	$1,001 - $15,000	None
Washington Mutual Investors Fund	Mutual Funds	Self	$1,001 - $15,000	None
New Economy Fund Class	Mutual Funds	Self	$1,001 - $15,000	None
Growth Fund America Class C	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fundamental Invs Inc	Mutual Funds	Self	$1,001 - $15,000	None
Capital World Growth & Income	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Capital Income Builder Inc	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
America Balanced Funds	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
AMCAP Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
AMCAP Fund Income	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard Dividend Appreciation	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Seafare Hathaway Income Series	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Heinz H J Common(HNZ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Procter & Gamble Co(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Paychex Inc.(PAYX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Colgate-Palmolive Co(CL)	Stocks	Self	$1,001 - $15,000	None
Berkshire Hathaway Inc.(BRK.B)	Stocks	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Royce Value Trust	Mutual Funds	Self	$1,001 - $15,000	None
Nasdaq Premium Income & Growth	Mutual Funds	Self	$1,001 - $15,000	None
Liberty All Star Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Europacific Growth Fund	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
Dodge & Cox Stock Fund	Mutual Funds	Self	$15,001 - $50,000	None
SPDR Dow Jones Industrial Average ETF(DIA)	ETFs	Self	$1,001 - $15,000	None
MMI Babson Managed Bond	Mutual Funds	Self	$1,001 - $15,000	None
Oppenheimer Core Bond	Mutual Funds	Self	$1,001 - $15,000	None
Oppenheimer Balanced	Mutual Funds	Self	$1,001 - $15,000	None
MML Income & Growth Fund	Mutual Funds	Self	$1,001 - $15,000	None
Oppenheimer Main Street	Mutual Funds	Self	$1,001 - $15,000	None
Fidelity VIP Contra Fund	Mutual Funds	Self	$1,001 - $15,000	None
MWT Rowe Price Mid Cap Growth	Mutual Funds	Self	$1,001 - $15,000	None
Oppenheimer Int Growth	Mutual Funds	Self	$1,001 - $15,000	None
Royce Value Trust income	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Liberty All Star Growth Fund	Mutual Funds	Self	$1,001 - $15,000	None
Liberty All Star Equity	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
Vanguard Sector Index Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Emerging Markets Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Bridgeway Fund income Blue Chip	Mutual Funds	Self	$1,001 - $15,000	None
Fidelity Convertible Securities	Mutual Funds	Self	$1 - $1,000	None
Vanguard Sector Index Funds	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Total Stock market	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Mairs & Power Growth Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Legg Mason Cap Mgmt Spec	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Harbor Funds	Mutual Funds	Spouse	$1 - $1,000	None
Profit Funds Mutual Funds	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
Domini Social Equity Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Northeast Investors Trust	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Northeast Investors Growth Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
Northeast Investors Growth Fund	Mutual Funds	Spouse	$50,001 - $100,000	Capital Gains $1 - $200
Harbor Capital Appreciation	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
Harbor Global Value Institutional	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Harbor International	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200

Liabilities (6)

Creditor	Type	Amount	Rate	Term
TownBank	mortgage	$50,000,001+	—	—
TownBank	mortgage	$50,000,001+	—	—
Congressional Fed Credit Union	credit card	$10,001 - $15,000	—	—
Citi Bank	credit card	$10,001 - $15,000	—	—
Chase Bank	credit card	$50,000,001+	—	—
Wells Fargo	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

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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).