Spencer Bachus

Spencer Bachus Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed August 14, 2013. Includes 16 assets and 5 liabilities.

Est. Net Worth
-$118K
2013 annual disclosure
Total Assets
$248K - $770K
16 assets
Total Liabilities
$390K - $865K
5 liabilities
Total Trades
89
From PTR filings
Trade Volume
$1.2M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$1.1M
2009$983K
2010$760K
2010$1.1M
2011$778K
2011$773K
2012$363K
2013-$118K

Assets by Category

Mutual Funds$211K (11)
Real Estate$175K (1)
Retirement & Pension$91K (3)
Other$33K (1)

Top Stock Holdings (from trades)

All Assets (16)

AssetValue
Western Asset MM
$1,001 - $15,000
Pacific Life Annuity
$15,001 - $50,000
Southwood Properties Bahamas
Bahamas
$100,001 - $250,000
American Century Growth (IRA)
$50,001 - $100,000
American Century International Bond (IRA)
$1,001 - $15,000
Artisan Midcap Value Inv (IRA)
$1,001 - $15,000
Baron Growth Retail Fund (IRA)
$1,001 - $15,000
BlackRock Inflation Protected Bond A (IRA)
$1,001 - $15,000
Dreyfus Emerging Markets (IRA)
$15,001 - $50,000
BNY Income Fund of Boston (IRA)
$15,001 - $50,000
Glenmede Philadelphia International (IRA)
$15,001 - $50,000
JPM Mid Cap Growth A (IRA)
$1,001 - $15,000
Loomis Sayles SM Cap Value (IRA)
$1,001 - $15,000
PIMCO Emerging Markets Bond A (IRA)
$15,001 - $50,000
Vanguard Total Return D (IRA)
$1,001 - $15,000
T Rowe Price Equity Income Adv (IRA)
$15,001 - $50,000

Liabilities (5)

CreditorTypeAmount
JP Morgan Chase BKmortgage$250,001 - $500,000
Compass Bank, Birmingham, ALpersonal loan$100,001 - $250,000
JP Morgan Chase BKmortgage$15,001 - $50,000
Wells Fargo BKcredit card$15,001 - $50,000
Capital One Financialcredit card$10,001 - $15,000

Trading Sector Allocation (from PTR trades)

Financial Services$176K
Technology$107K
Energy$91K
Consumer Cyclical$57K
HealthcareN/A
Industrials$33K
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).