Scott Perry Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed March 23, 2012. Includes 29 assets and 3 liabilities.

Year:

2012

Est. Net Worth

-$138K

2012 annual disclosure

Total Assets

$18K - $270K

29 assets

Total Liabilities

$165K - $400K

3 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Mutual Funds$56K (8)

Retirement & Pension$40K (5)

ETFs$32K (6)

Other$8K (1)

Insurance$8K (1)

LLC / Partnership$0 (1)

Stocks$0 (7)

All Assets (29)

Asset	Type	Owner	Value	Income
Property Management of GA LLC GA, US	LLC / Partnership	Self	N/A	Other
Apple Hospitality REIT Inc(APLE)	Stocks	Self	N/A	Dividends
Fidelity Contrafund	Mutual Funds	Self	N/A	Dividends
Hilton Worldwide Holdings Inc.(HLT)	Stocks	Self	N/A	Dividends
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends
Marsh & McLennan Companies Inc.(MMC)	Stocks	Self	N/A	Dividends
Prologis Inc.(PLD)	Stocks	Self	N/A	Dividends
Vanguard Dividend Appreciation ETF(VIG)	ETFs	Self	N/A	Dividends
Vanguard High Dividend Yield ETF(VYM)	ETFs	Self	N/A	Dividends
Walmart Inc.(WMT)	Stocks	Self	N/A	Dividends
Wells Fargo & Co.(WFC)	Stocks	Self	N/A	Dividends
Vanguard Total Stock Market ETF	ETFs	Self	$1,001 - $15,000	None
Vanguard Growth ETF	ETFs	Self	$1,001 - $15,000	None
Vanguard Extended Market ETF	ETFs	Self	$1,001 - $15,000	None
Vanguard LifeStrategy Moderate Growth	Mutual Funds	Self	$1,001 - $15,000	None
Vanguard FTSE Emerging Markets ETF	ETFs	Self	$1,001 - $15,000	None
Dodge & Cox Fund	Mutual Funds	Self	$1,001 - $15,000	None
American Funds The Growth Fund of America	Mutual Funds	Self	$1,001 - $15,000	None
American Funds Capital World Growth and Income Fund	Mutual Funds	Self	$1,001 - $15,000	None
American Funds Smaller Companies Fund	Mutual Funds	Self	$1,001 - $15,000	None
PIMCO Total Return Fund Class C	Mutual Funds	Self	$1,001 - $15,000	None
Fidelity Contrafund	Mutual Funds	Self	$1,001 - $15,000	None
USAA 529 College Savings Plan	Other	Self	$1,001 - $15,000	None
Whole Life Insurance Policies (5) - Prudential	Insurance	Self	$1,001 - $15,000	None
Commonwealth Savings Plan	Retirement & Pension	Self	$1,001 - $15,000	None
Commonwealth Savings Plan	Retirement & Pension	Self	$1,001 - $15,000	None
Commonwealth Savings Plan	Retirement & Pension	Self	$1,001 - $15,000	None
Commonwealth Savings Plan	Retirement & Pension	Self	$1,001 - $15,000	None
TIAA Traditional Annuity	Retirement & Pension	Self	$1,001 - $15,000	None

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Seterus Inc., South Jordan, UT	mortgage	$50,001 - $100,000	—	—
Members 1st FCU	mortgage	$100,001 - $250,000	—	—
PSECU, Harrisburg, PA	credit card	$15,001 - $50,000	—	—

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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).