Steve Scalise Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 24, 2010. Includes 29 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

-$499

2010 annual disclosure

Total Assets

$4K - $60K

29 assets

Total Liabilities

$15K - $50K

1 liabilities

Total Trades

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

Mutual Funds$16K (25)

Stocks$16K (2)

Bank & Cash$0 (2)

Top Stock Holdings (from trades)

All Assets (29)

Asset	Type	Owner	Value	Income
ANCIENT STRATEGIC ALLOC	Mutual Funds	Self	N/A	Dividends $1 - $200
Capital One Financial Corp.(COF)	Stocks	Self	$1,001 - $15,000	Interest $1 - $200
Cisco Systems, Inc.(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Advisor Freedom 2040 Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
JH 500 Index Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
JH All Cap Value Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
JH American Century Small Co	Mutual Funds	Self	N/A	Dividends $1 - $200
JH US Real Estate	Mutual Funds	Self	N/A	Dividends $1 - $200
JH Energy	Mutual Funds	Self	N/A	Dividends $1 - $200
JH Franklin Small Mid Growth	Mutual Funds	Self	N/A	Dividends $1 - $200
JH Intl Small Cap Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
JH Jennison Growth	Mutual Funds	Self	N/A	Dividends $1 - $200
JH Lord Abbett Mid Cap Value	Mutual Funds	Self	N/A	Dividends $1 - $200
JH Pimco Real Return Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
JH Pimco Total Return Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
JH T Rowe Price Health	Mutual Funds	Self	N/A	Dividends $1 - $200
John Hancock 3YR Compound GA	Mutual Funds	Self	N/A	Interest $1 - $200
John Hancock 10YR	Mutual Funds	Self	N/A	Interest $1 - $200
Merrill Bank USA	Bank & Cash	Self	N/A	Interest $1 - $200
ML Alliance Bernstein Large Cap Growth	Mutual Funds	Self	N/A	Dividends $1 - $200
ML Blackrock Intl Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
ML Blackrock Large Cap Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
ML Blackrock Total Return Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
ML Blackrock Value Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
Mutual Savings and Loan	Bank & Cash	Self	N/A	None/Interest $1 - $200
Russell Lifepoints Aggro	Mutual Funds	Self	N/A	Dividends $1 - $200
Stable Asset Fund II	Mutual Funds	Self	N/A	Dividends $1 - $200
T Rowe Price Blue Chip Growth	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
T Rowe Price Retire 2030	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Guaranty Savings Bank	personal loan	$15,001 - $50,000	—	—

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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).