Spencer Bachus

Spencer Bachus Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 14 assets and 3 liabilities.

Est. Net Worth
$363K
2012 annual disclosure
Total Assets
$528K - $1.2M
14 assets
Total Liabilities
$350K - $700K
3 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

Other$375K (1)
Mutual Funds$337K (10)
Real Estate$175K (1)
Bank & Cash$1K (2)

Top Stock Holdings (from trades)

All Assets (14)

AssetValue
Western Asset MM
$15,001 - $50,000
Pacific Life Annuity
$250,001 - $500,000
Congressional Federal Credit Union
$1 - $1,000
Southwood Properties
Birmingham, AL, US
$100,001 - $250,000
Regions Bank
$1 - $1,000
AM Century Growth (IRA Acct)
$50,001 - $100,000
AM Century Intl Bd (IRA Acct)
$1,001 - $15,000
AM Growth Fund (IRA Acct)
$15,001 - $50,000
Dreyfus Emerging Mkts (IRA Acct)
$15,001 - $50,000
JPM Intl Phil Intl FD (IRA Acct)
$50,001 - $100,000
Western Asset Govt MM (IRA Acct)
$1,001 - $15,000
Loomis Smallcap Val FD (IRA Acct)
$1,001 - $15,000
PIMCO Total Return FD (IRA Acct)
$15,001 - $50,000
T Rowe Price Eqty Inc FD (IRA Acct)
$15,001 - $50,000

Liabilities (3)

CreditorTypeAmount
JP Morgan Chase Bankmortgage$50,001 - $100,000
JP Morgan Chase Bankmortgage$250,001 - $500,000
Compass Bankpersonal loan$50,001 - $100,000

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).
Spencer Bachus Net Worth & Financial Disclosure 2012: Assets & Portfolio | Congress Stock Tracker