Spencer Bachus Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 43 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$1.1M

2008 annual disclosure

Total Assets

$764K - $1.9M

43 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

From PTR filings

Trade Volume

$1.2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. 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$397K (9)

Other$375K (24)

Real Estate$350K (2)

Retirement & Pension$175K (1)

Bank & Cash$18K (5)

Stocks$0 (2)

Top Stock Holdings (from trades)

Select Sector SPDR-Energy EquityXLE

$75K

PowerShares QQQ R SerQQQ

$75K

Kansas City Southern, CallsKSU

$33K

PUT SONY CORP ADR NEW JAN 55SONY

$33K

All Assets (43)

Asset	Type	Owner	Value	Income
Congressional Federal Credit Union	Bank & Cash	Spouse	$1 - $1,000	Interest $1 - $200
Fidelity Investments	Bank & Cash	Spouse	$1 - $1,000	Interest/Capital Gains $1 - $200
2351 Rocky Ridge Rd. Birmingham, AL, US	Real Estate	Spouse	$100,001 - $250,000	Rent $15,001 - $50,000
Citibank NA	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
CG Capital Markets - MM Invests	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
CG Capital Markets - Core Fixed Inc Fd	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
CC Capital Markets - Large Cap Value Invest	Mutual Funds	Spouse	$100,001 - $250,000	Dividends/Capital Gains $15,001 - $50,000
CC Capital Markets - Small Cap Growth Invest	Mutual Funds	Spouse	$1 - $1,000	Capital Gains $1,001 - $2,500
CC Capital Markets - Small Cap Value Invest	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
CC Capital Markets - Emerging Markets Invest	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $5,001 - $15,000
CC Capital Markets - Internal Fixed Income Invest	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
CC Capital Markets - Internal Equity Invest	Mutual Funds	Spouse	$50,001 - $100,000	Dividends/Capital Gains $5,001 - $15,000
CC Capital Markets - Large Cap Growth Invest	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $5,001 - $15,000
Pacific Life Annuity	Other	Spouse	$250,001 - $500,000	Interest
Southwood Properties	Real Estate	Spouse	$100,001 - $250,000	Rent $15,001 - $50,000
Regions Bank	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Regions Bank	Bank & Cash	Spouse	$1 - $1,000	Interest $1 - $200
Smith Barney IRA	Retirement & Pension	Spouse	$100,001 - $250,000	Dividends/Interest/Capital Gains
Put Apple Inc. Jan 95(AAPL)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
Call CarMax Inc. Jan 20(KMX)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Call ConocoPhillips MAR 65(COP)	Other	Spouse	N/A	CAPITAL GAINS $1,001 - $2,500
Put Exxon Mobil Corp APR 72.5(XOM)	Other	Spouse	N/A	CAPITAL GAINS $201 - $1,000
Put Exxon Mobil JAN 75(XOM)	Other	Spouse	N/A	CAPITAL GAINS $2,501 - $5,000
Call Focus Media Hldg JAN 55(FMCN)	Other	Spouse	N/A	CAPITAL GAINS $5,001 - $15,000
Call shares TR FTSE JUL 137	Other	Spouse	N/A	CAPITAL GAINS $201 - $1,000
Call shares TR Russell AUG 94	Other	Spouse	N/A	CAPITAL GAINS $201 - $1,000
Put shares TR Russell May 125	Other	Spouse	N/A	CAPITAL GAINS $1,001 - $2,500
Put shares TR S&P MAR 100	Other	Spouse	N/A	CAPITAL GAINS $15,001 - $50,000
Put shares TR FTSE DEC 190	Other	Spouse	N/A	CAPITAL GAINS $2,501 - $5,000
Put shares TR FTSE APR 112	Other	Spouse	N/A	CAPITAL GAINS $1,001 - $2,500
Put shares TR FTSE Dec 156	Other	Spouse	N/A	CAPITAL GAINS $2,501 - $5,000
Call Kansas City Dec 35(KSU)	Other	Spouse	N/A	CAPITAL GAINS $2,501 - $5,000
Call Palm Inc New FEB 12.5(PALM)	Other	Spouse	N/A	CAPITAL GAINS $1,001 - $2,500
Put PetroChina Co DEC 230(PTR)	Other	Spouse	N/A	CAPITAL GAINS $2,501 - $5,000
Put PowerShares Exchange SEP 22	Other	Spouse	N/A	Capital Gains $1,001 - $2,500
Call ProShares TR Ultra JAN 35	Other	Spouse	N/A	Capital Gains $5,001 - $15,000
Call ProShares TR Ultra JAN 36	Other	Spouse	N/A	Capital Gains $1,001 - $2,500
Put Research In Motion FEB 130	Other	Spouse	N/A	Capital Gains $201 - $1,000
Put S&P 500 Depository FEB 140	Other	Spouse	N/A	Capital Gains $5,001 - $15,000
Put S&P 500 Depository SEP 155	Other	Spouse	N/A	Capital Gains $1,001 - $2,500
Put Sony Corp ADR New JAN 55	Other	Spouse	N/A	Capital Gains $2,501 - $5,000
Put Sony Corp ADR New NOV 50	Other	Spouse	N/A	Capital Gains $201 - $1,000
Put Sony Corp ADR New DEC 45	Other	Spouse	N/A	Capital Gains $2,501 - $5,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Compass Bank	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$176K

Technology$107K

Energy$91K

Consumer Cyclical$57K

HealthcareN/A

Industrials$33K

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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).