Scott H. Peters Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 14, 2012. Includes 124 assets and 9 liabilities.

Year:

2013 2012

Est. Net Worth

-$34.7M

2012 annual disclosure

Total Assets

$10.4M - $28.9M

124 assets

Total Liabilities

$18.2M - $90.5M

9 liabilities

Total Trades

985

From PTR filings

Trade Volume

$287.8M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	-$34.7M
2013	$148M

Assets by Category

Stocks$10.1M (32)

Gov. Securities$4M (51)

LLC / Partnership$2.4M (13)

Mutual Funds$1.2M (19)

Bank & Cash$925K (3)

Other$440K (3)

Retirement & Pension$375K (1)

Real Estate$175K (2)

Top Stock Holdings (from trades)

All Assets (124)

Asset	Type	Owner	Value	Income
Bank of America Account	Bank & Cash	Self	$100,001 - $250,000	Dividends $201 - $1,000
Charles Schwab Account	Bank & Cash	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
CL King & Assoc Accounts	Bank & Cash	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
APCO Argentina	Stocks	Self	$500,001 - $1,000,000	Dividends $15,001 - $50,000
APCO Argentina	Stocks	Self	$1,000,001 - $5,000,000	Dividends $50,001 - $100,000
APCO Argentina	Stocks	Spouse	$1,000,001 - $5,000,000	Dividends $50,001 - $100,000
Argan(AGX)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Argon ST, Inc.(STST)	Stocks	Spouse	$100,001 - $250,000	Dividends
Astronics Corporation(ATRO)	Stocks	Self	$100,001 - $250,000	Dividends
Astronics Corporation(ATRO)	Stocks	Spouse	$100,001 - $250,000	Dividends
The Eastern Company(EML)	Stocks	Self	$100,001 - $250,000	Dividends
The Eastern Company(EML)	Stocks	Spouse	$100,001 - $250,000	Dividends
US Ecology, Inc.(ECOL)	Stocks	Self	$100,001 - $250,000	Dividends
Global Power Equipment Group Inc.(GLPW)	Stocks	Self	$100,001 - $250,000	Dividends
Global Power Equipment Group Inc.(GLPW)	Stocks	Spouse	$100,001 - $250,000	Dividends
Globecomm Systems Inc.(GCOM)	Stocks	Self	$100,001 - $250,000	Dividends
Globecomm Systems Inc.(GCOM)	Stocks	Spouse	$100,001 - $250,000	Dividends
GulfMark Offshore, Inc.(GLF)	Stocks	Self	$100,001 - $250,000	Dividends
Graham Corporation(GHM)	Stocks	Self	$100,001 - $250,000	Dividends
Navigator Holdings Ltd.(NVGS)	Stocks	Self	$100,001 - $250,000	Dividends
PMFG, Inc.(PMFG)	Stocks	Self	$100,001 - $250,000	Dividends
PMFG	Stocks	Spouse	N/A	Dividends
Telos(TLS)	Stocks	Self	N/A	Dividends
Transcat(TRNS)	Stocks	Self	N/A	Dividends
US Lime & Mineral(USLM)	Stocks	Self	N/A	Dividends
East Bay Municipal Utility District Bonds East Bay, CA, US	Gov. Securities	Self	N/A	Interest
Uniti(UNIT)	Stocks	Self	N/A	Dividends
Walt Disney(DIS)	Stocks	Self	N/A	Dividends
WPX Energy(WPX)	Stocks	Self	N/A	Dividends
GSE Systems(GVP)	Stocks	Spouse	N/A	Dividends
California State Economic Recovery Bonds California, US	Gov. Securities	Self	N/A	Interest
Inrad Optics(INRD)	Stocks	Spouse	N/A	Dividends
Photonics Products Group	Stocks	Spouse	N/A	Dividends
Land Cap Corp	Stocks	Spouse	N/A	Dividends
Alabama State Bonds Alabama, US	Gov. Securities	Self	N/A	Interest
Austin Tex Wtr Bonds	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Calif St Dept Water Bonds	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
East Bay CA Reg Bonds	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Houston Tex Bonds	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Huntington Bch CA Bonds	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
LA CA Sanith Equip Bonds	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
LA CA Unif Sch Dist Bonds	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Metropolitan Water Bonds	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
MN Pub Fac Bonds	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Pajaro Vly, CA Bonds Pajaro Valley, CA, US	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Poway CA Unif Sch Dist Bonds Poway, CA, US	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Riverside, CA Bonds Riverside, CA, US	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
San Diego Cnty, CA Bonds San Diego County, CA, US	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
San Ramon Vly Bonds San Ramon Valley, CA, US	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Santa Clara Vly, CA Bonds Santa Clara Valley, CA, US	Gov. Securities	Self	N/A	Interest
Butte Glen Bonds Butte/Glenn Counties, CA, US	Gov. Securities	Self	N/A	Interest
Calif St GO Bonds California, US	Gov. Securities	Self	N/A	Interest
CA St. Dept of Trans Bonds California, US	Gov. Securities	Self	N/A	Interest
Columbia City Wisc. Bonds Columbia City, WI, US	Gov. Securities	Self	N/A	Interest
Essex Cty Bonds Essex County, US	Gov. Securities	Self	N/A	Interest
Harris Cty TX Flood Bonds Harris County, TX, US	Gov. Securities	Self	N/A	Interest
Hillsborough Cty Sch Brd Bonds Hillsborough County, US	Gov. Securities	Self	N/A	Interest
Kenosha, WI Uni Sch Bonds Kenosha, WI, US	Gov. Securities	Self	N/A	Interest
LA, CA Waste Water Bonds Los Angeles, CA, US	Gov. Securities	Self	N/A	Interest
LA, CA GO UTX Bonds Los Angeles, CA, US	Gov. Securities	Self	N/A	Interest
LA, CA Swr Rev Bonds Los Angeles, CA, US	Gov. Securities	Self	N/A	Interest
LA City Sanlt Dist Bonds Los Angeles, CA, US	Gov. Securities	Self	N/A	Interest
LA City Metro Trans Dist Bonds Los Angeles, CA, US	Gov. Securities	Self	N/A	Interest
Massachusetts St. Bonds Massachusetts, US	Gov. Securities	Self	N/A	Interest
Nevada Irr. Dist. Bonds Nevada, US	Gov. Securities	Self	N/A	Interest
Norwalk La Mirada Bonds California, US	Gov. Securities	Self	N/A	Interest
Puerto Rico Elec Bonds Puerto Rico, US	Gov. Securities	Self	N/A	Interest
Sacramento City CA Bonds Sacramento, CA, US	Gov. Securities	Self	N/A	Interest
San Francisco CA City Bonds San Francisco, CA, US	Gov. Securities	Self	N/A	Interest
San Francisco CA Rev Bonds San Francisco, CA, US	Gov. Securities	Self	N/A	Interest
San Jose CA Bonds San Jose, CA, US	Gov. Securities	Self	N/A	Interest
Santa Clara Vly Water Bonds Santa Clara Valley, CA, US	Gov. Securities	Self	N/A	Interest
Sequoia CA Bonds California, US	Gov. Securities	Self	N/A	Interest
Univ CA Rev Bonds California, US	Gov. Securities	Self	N/A	Interest
Univ Nebr Tcs Bonds Nebraska, US	Gov. Securities	Self	N/A	Interest
University TX Bonds Texas, US	Gov. Securities	Self	N/A	Interest
VA St Bonds VA, US	Gov. Securities	Spouse	$250,001 - $500,000	Interest $1,001 - $2,500
VA St Pub Sch Bonds VA, US	Gov. Securities	Spouse	$250,001 - $500,000	Interest $1,001 - $2,500
VA St Res Bonds VA, US	Gov. Securities	Spouse	$250,001 - $500,000	Interest $1,001 - $2,500
WA St Bonds WA, US	Gov. Securities	Spouse	$250,001 - $500,000	Interest $1,001 - $2,500
Sch CA Muni Money Fund	Mutual Funds	Spouse	$50,001 - $100,000	Interest $201 - $1,000
Sch CA Muni Money Fund	Mutual Funds	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Schwab CA Muni Money Fund	Mutual Funds	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Cameron Investment Corp.	Stocks	Spouse	$250,001 - $500,000	Dividends $1,001 - $5,000
Pvt Eqty Investments San Diego, CA, US	Retirement & Pension	Spouse	$250,001 - $500,000	Other $1,001 - $5,000
Financialpac Capital - Non self directed Investments in Pub Trd Cos NY, NY, US	Other	Spouse	$250,001 - $500,000	Capital Gains $1,001 - $5,000
Sinclair & Rush	Stocks	Spouse	$100,001 - $250,000	Dividends $201 - $1,000
Manufacturing - Arnold, MO Arnold, MO, US	Other	Spouse	$15,001 - $50,000	Other $201 - $1,000
WLR Recovery Investors LLC	LLC / Partnership	Spouse	$15,001 - $50,000	Other $201 - $1,000
Not self Directed Invests in Atlanta, CA Atlanta, CA, US	Other	Spouse	$15,001 - $50,000	Capital Gains $201 - $1,000
Plaza Logistica LLC Buenos Aires, Argentina	LLC / Partnership	Spouse	$250,001 - $500,000	Rent $15,001 - $50,000
Blue Water Paradise Investors Ltd Anguilla	LLC / Partnership	Spouse	$100,001 - $250,000	Rent $2,501 - $5,000
TANK Holdings Inc. Manu, Bolivia	LLC / Partnership	Spouse	$500,001 - $1,000,000	None
Manu - Anderson, MO Anderson, MO, US	Real Estate	Spouse	$100,001 - $250,000	None
Henderson Enterprises Inc. Manchester, IA, US	LLC / Partnership	Spouse	$100,001 - $250,000	None
GHF Holding LLC Arnold, MO, US	LLC / Partnership	Spouse	$250,001 - $500,000	Rent $15,001 - $50,000
Major Building LLC Ballwin, MO, US	LLC / Partnership	Spouse	$250,001 - $500,000	Rent $15,001 - $50,000
NAP/Gladue Finance LLC Ballwin, MO, US	LLC / Partnership	Spouse	$100,001 - $250,000	Interest $15,001 - $50,000
NAP Holdings LLC	LLC / Partnership	Spouse	N/A	None
Manu - Jasper, IA Jasper, IA, US	LLC / Partnership	Spouse	N/A	None
Multi-Pack Solutions LLC	LLC / Partnership	Spouse	N/A	None
Packing Co - Mt. Prospect, IL Mt. Prospect, IL, US	LLC / Partnership	Spouse	N/A	None
Rapco Building LLC - Commercial	LLC / Partnership	Spouse	N/A	None
Real Estate, Ballwin, MO Ballwin, MO, US	Real Estate	Self	N/A	Rent
An Bacon Small Cap Value Fund	Mutual Funds	Self	N/A	Dividends
Blackrock Small Cap Growth Fund	Mutual Funds	Self	N/A	Dividends
Federated Capital Preservation Fund	Mutual Funds	Self	N/A	Interest
Cohen & Steers Realty Shares	Mutual Funds	Self	N/A	Dividends
Am Funds Europacific Growth Fund	Mutual Funds	Self	N/A	Dividends
Am Funds Growth Fund of America	Mutual Funds	Self	N/A	Dividends
PIMCO Total Return Fund	Mutual Funds	Self	N/A	Interest
T Rowe Price Mid-Cap Growth Fund	Mutual Funds	Self	N/A	Dividends
Vanguard Windsor II Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends/Capital Gains
CR Mid Cap Value Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends/Capital Gains
Wells Fargo Managed Inc Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Interest
Vanguard Instl Strategy Growth Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends/Capital Gains
U.S. Treasury Bills	Gov. Securities	Self	$15,001 - $50,000	Interest
Nuveen Insured CA Dividend Advantage Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends
Nuveen CA Dividend Advantage Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends
Nuveen CA Performance Plus Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends
Rancho Corte Madera, Inc.	Stocks	Self	$100,001 - $250,000	Dividends
Greater Cleveland Bonds Cleveland, OH, US	Gov. Securities	Self	$15,001 - $50,000	Interest
LA CA G.O. Bonds Los Angeles, CA, US	Gov. Securities	Self	$15,001 - $50,000	Interest
Passive Age-Based Portfolio 18 & Over	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains

Liabilities (9)

Creditor	Type	Amount	Rate	Term
Exchange First Bank of Wilmington, DE	mortgage	$100,001 - $250,000	—	—
Citibank	credit card	$10,001 - $15,000	—	—
Call SPXQ - Short	other	$5,000,001 - $25,000,000	—	—
Call SPX - Short	other	$5,000,001 - $25,000,000	—	—
Call OEX S&P - Short	other	$1,000,001 - $5,000,000	—	—
Call RUT - Short	other	$5,000,001 - $25,000,000	—	—
Unknown	mortgage	$100,001 - $250,000	—	—
Call OEX - Short	other	$1,000,001 - $5,000,000	—	—
CL King Associates	margin loan	$1,000,001 - $5,000,000	—	—

Trading Sector Allocation (from PTR trades)

Technology$2.5M

Industrials$1.3M

Financial Services$4.5M

Energy$1.3M

Banking$810K

Consumer Defensive$798K

Communication Services$1.3M

Healthcare$3.6M

Consumer Cyclical$1.7M

Insurance$498K

Services$518K

Retail Trade$608K

Utilities$163K

Scott H. Peters trades Wealthiest members Most active traders CA delegation Articles

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).