Steve Scalise
Steve Scalise Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 15, 2009. Includes 41 assets and 5 liabilities.
Est. Net Worth
$234K
2009 annual disclosure
Total Assets
$125K - $628K
41 assets
Total Liabilities
$70K - $215K
5 liabilities
Total Trades
70
From PTR filings
Trade Volume
$1.1M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $381K |
| 2008 | $403K |
| 2009 | $234K |
| 2010 | -$499 |
| 2011 | -$20K |
| 2011 | $12K |
| 2012 | -$446K |
| 2013 | -$390K |
Assets by Category
Bank & Cash$191K (3)
Mutual Funds$162K (33)
Other$16K (4)
Stocks$8K (1)
Top Stock Holdings (from trades)
All Assets (41)
| Asset | Value |
|---|---|
Mutual Savings and Loan | $100,001 - $250,000 |
Capital One | $1,001 - $15,000 |
John Hancock 3YR Compound GIC | $1,001 - $15,000 |
John Hancock 10YR Compound GIC | $1,001 - $15,000 |
JH PIMCO Real Return Fund | $1,001 - $15,000 |
JH Morgan Total Return Fund | $1,001 - $15,000 |
JH 500 Index Fund | $1,001 - $15,000 |
JH Lord Abbett All Value | N/A |
JH Lord Abbett Mid Cap Value | $1,001 - $15,000 |
JH DWS RREEF Real Estate | $1,001 - $15,000 |
JH Jennison Growth | $1,001 - $15,000 |
JH AL Cap Value Fund | $1,001 - $15,000 |
JH Templeton Foreign Small Co | N/A |
JH Energy | $1,001 - $15,000 |
JH American Century Small Co | $1,001 - $15,000 |
JH Franklin Small Mid Growth | $1,001 - $15,000 |
JH T Rowe Price Health Sci | $1,001 - $15,000 |
JH Intl Small Cap Fund | $1,001 - $15,000 |
Merrill Bank USA | $1,001 - $15,000 |
ML Alliance Bernstein Large Cap Growth | $1 - $1,000 |
ML BlackRock Large Cap Fund | $1,001 - $15,000 |
ML BlackRock Total Return Fund | $1,001 - $15,000 |
ML BlackRock Value Fund | $1,001 - $15,000 |
ML BlackRock Intl Fund | $1,001 - $15,000 |
ML BlackRock Bond Fund | N/A |
| $1,001 - $15,000 | |
Stable Asset Fund II | $1 - $1,000 |
Amer PDS Capital World Growth and Income | N/A |
T Rowe Price Blue Chip Growth | $1 - $1,000 |
T Rowe Price Retire 2030 | $1,001 - $15,000 |
All Fixed Account (12) | N/A |
PIMCO Total Return (A4) | N/A |
Franklin Strategic Income | N/A |
One America Asset Director | N/A |
T Rowe Price Equity Income | N/A |
T Rowe Price Growth Stock | N/A |
American New Small Cap Value NFS | N/A |
Lord Abbett Developing Growth | N/A |
Ancient Strategic Alloc | $1,001 - $15,000 |
Russell Lifepoints Focused | $1,001 - $15,000 |
Fidelity Adv Freedom 2040 | $1,001 - $15,000 |
Liabilities (5)
| Creditor | Type | Amount |
|---|---|---|
| CITICARD | credit card | $10,001 - $15,000 |
| REGIONS BANK | credit card | $15,001 - $50,000 |
| BANK OF AMERICA | credit card | $15,001 - $50,000 |
| CHASE | credit card | $15,001 - $50,000 |
| GUARANTY SAVINGS BANK | personal loan | $15,001 - $50,000 |
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).