Spencer Bachus Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 16, 2011. Includes 15 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$778K

2011 annual disclosure

Total Assets

$501K - $1.1M

15 assets

Total Liabilities

$15K - $50K

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$376K (4)

Retirement & Pension$175K (1)

Real Estate$175K (1)

Mutual Funds$76K (2)

Bank & Cash$10K (4)

ETFs$0 (3)

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 (15)

Asset	Type	Owner	Value	Income
iShares China Large-Cap ETF (FXI) Oct 2043(FXI)	ETFs	Spouse	N/A	Capital Gains $1,001 - $2,500
Invesco QQQ Trust (QQQ) Apr 2046(QQQ)	ETFs	Spouse	N/A	Capital Gains $201 - $1,000
Invesco S&P 500 Equal Weight ETF (RSP) Mar 2044(RSP)	ETFs	Spouse	N/A	Capital Gains $201 - $1,000
Citibank NA	Bank & Cash	Spouse	$1 - $1,000	Interest $1 - $200
Congressional Federal Credit Union	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Fidelity Investments	Other	Self	$1 - $1,000	Dividends/Capital Gains $1 - $200
Fidelity Investments	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Pacific Life Annuity	Other	Spouse	$250,001 - $500,000	Interest
PUT (FSL) TR FSB SEP	Other	Spouse	N/A	Capital Gains $201 - $1,000
PUT (FXI) Shares Aug 42	Other	Spouse	N/A	Capital Gains $201 - $1,000
Regions	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Regions	Bank & Cash	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Smith Barney IRA	Retirement & Pension	Spouse	$100,001 - $250,000	Dividends/Interest/Capital Gains
Southwood Properties	Real Estate	Spouse	$100,001 - $250,000	Rent $2,501 - $5,000
Western Asset MM	Mutual Funds	Spouse	$50,001 - $100,000	Interest $201 - $1,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
BBVA Compass Bank	other	$15,001 - $50,000	—	—

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).