SCOTT GARRETT Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 14, 2009. Includes 12 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$377K

2009 annual disclosure

Total Assets

$194K - $560K

12 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$262K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	-$110K
2009	$377K
2010	$237K
2011	$16K
2011	$621K
2012	$135K
2013	$86K

Assets by Category

Mutual Funds$158K (3)

Bank & Cash$89K (5)

Stocks$65K (2)

LLC / Partnership$33K (1)

Insurance$33K (1)

Top Stock Holdings (from trades)

Qualcomm Inc.QCOM

N/A

All Assets (12)

Asset	Type	Owner	Value	Income
Dreyfus Appreciation Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
Basic S&P Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
Discipline Stock	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
LPL/LNQ Bank (Checking)	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
LPL/LNQ Bank (Savings)	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Truist Checking Account	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Allow Management LP	LLC / Partnership	Self	$15,001 - $50,000	Capital Gains $1 - $200
Prosperity Investment (SP Account)	Bank & Cash	Self	$15,001 - $50,000	Capital Gains $1 - $200
CNOOC Ltd.(CEO)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Northwestern Mutual	Insurance	Self	$15,001 - $50,000	Dividends $1 - $200
Noel Bank Savings	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Dimensional Money Market Account	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200

Trading Sector Allocation (from PTR trades)

TechnologyN/A

Consumer CyclicalN/A

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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).