Spencer Bachus Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 23 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$983K

2009 annual disclosure

Total Assets

$668K - $1.6M

23 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

Other$375K (3)

Real Estate$325K (2)

ETFs$233K (4)

Retirement & Pension$175K (1)

Bank & Cash$50K (5)

Mutual Funds$0 (8)

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 (23)

Asset	Type	Owner	Value	Income
2350 Rock Ridge Rd Birmingham, AL, US	Real Estate	Spouse	$100,001 - $250,000	Rent $5,001 - $15,000
CG Capital Markets - Emerging Markets Invest	Mutual Funds	Spouse	N/A	Dividends/Capital Gains $201 - $1,000
CG Capital Markets - Fixed Inc Fd	Mutual Funds	Spouse	N/A	Interest/Capital Gains $1,001 - $2,500
CG Capital Markets - Intl Equity Invest	Mutual Funds	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
CG Capital Markets - Global Equity Invest	Mutual Funds	Spouse	N/A	Dividends $201 - $1,000
CG Capital Markets - Large Cap Growth	Mutual Funds	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
CG Capital Markets - International Equity	Mutual Funds	Spouse	N/A	Dividends $1,001 - $2,500
CG Capital Markets - Money Markets Invest	Mutual Funds	Spouse	N/A	Dividends $1 - $200
CG Capital Markets - Small Cap Val	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Citibank NA	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Congressional FCU CR UN	Bank & Cash	Spouse	$1 - $1,000	Interest $1 - $200
Fidelity Investments	Bank & Cash	Spouse	$1,001 - $15,000	Interest/Div $1 - $200
Fidelity Investments	Bank & Cash	Spouse	$1 - $1,000	Interest/Div $1 - $200
iShares Trust - iShares China 25 Index (HK China 25 Index)(FXI)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Pacific Life Annuity	Other	Spouse	$250,001 - $500,000	Interest
PowerShares QQQ R Series(QQQ)	ETFs	Spouse	$50,001 - $100,000	Dividends $1 - $200
Regions Bank	Bank & Cash	Spouse	$15,001 - $50,000	Interest $201 - $1,000
See Attachment - Fidelity Investment Statement Pages	Other	Spouse	N/A	Capital Gains $15,001 - $50,000
3-10 Attachment - Smith Barney Statement Pages	Other	Spouse	N/A	Capital Gains
Select Sector SPDR - Energy Equity(XLE)	ETFs	Spouse	$50,001 - $100,000	None
Smith Barney IRA	Retirement & Pension	Spouse	$100,001 - $250,000	Dividends/Interest; Rents/Capital Gains
Southwood Properties	Real Estate	Spouse	$50,001 - $250,000	Rent $1,001 - $2,500
UTS SPDR Trust Ser 1(SPY)	ETFs	Spouse	$50,001 - $100,000	Dividends $1 - $200

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Compass Bank, Birmingham, AL	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).