Steven M. Palazzo Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 25 assets and 2 liabilities.

Year:

2013 2012 2011

Est. Net Worth

$1.1M

2013 annual disclosure

Total Assets

$671K - $1.7M

25 assets

Total Liabilities

$30K - $100K

2 liabilities

Total Trades

From PTR filings

Trade Volume

$175K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	-$208K
2012	$3.3M
2013	$1.1M

Assets by Category

LLC / Partnership$750K (1)

Retirement & Pension$161K (14)

Bank & Cash$140K (3)

Mutual Funds$114K (5)

Insurance$16K (2)

Top Stock Holdings (from trades)

All Assets (25)

Asset	Type	Owner	Value	Income
Palazzo & Company LLC	LLC / Partnership	Spouse	$500,001 - $1,000,000	Other: Business $100,001 - $1,000,000
Bancorp South Bank Accounts - Personal	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
Bancorp South Bank Accounts	Bank & Cash	Joint	$50,001 - $100,000	Interest $201 - $1,000
Fidelity Spartan 500 Index Inst	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity FID Freedom K 2035	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Hewitt Lifestyle/Premix	Retirement & Pension	Self	$15,001 - $50,000	None
Hewitt: Bonds & Stocks	Retirement & Pension	Self	$15,001 - $50,000	None
Hewitt: Large Stocks	Retirement & Pension	Self	$1,001 - $15,000	None
Hewitt: Small Stocks	Retirement & Pension	Self	$1,001 - $15,000	None
Farm Bureau: Fidelity VIP Contrafund	Retirement & Pension	Self	$1,001 - $15,000	None
Farm Bureau: Fidelity VIP Growth	Retirement & Pension	Self	$1,001 - $15,000	None
Farm Bureau: Fidelity High Income	Retirement & Pension	Self	$1,001 - $15,000	None
Farm Bureau: Fidelity VIP Mid Cap	Retirement & Pension	Self	$1,001 - $15,000	None
Farm Bureau: Fidelity VIP	Retirement & Pension	Self	$1,001 - $15,000	None
Farm Bureau: T Rowe Equity Income	Retirement & Pension	Self	$1,001 - $15,000	None
Farm Bureau: T Rowe Prime Reserve	Retirement & Pension	Self	$1,001 - $15,000	None
Farm Bureau: T Rowe Pers	Retirement & Pension	Self	$1,001 - $15,000	None
Merrill Siebert: Money Market	Bank & Cash	Self	$15,001 - $50,000	Dividends $1 - $200
Public Employees Retirement-MS (PERS)	Retirement & Pension	Self	$1,001 - $15,000	None
Public Employees Retirement-MS (SLRP)	Retirement & Pension	Self	$1,001 - $15,000	None
American Funds: Euro Pacific Growth Fund A	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
American Funds: The Growth Fund of America A	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
American Funds: Capital World Growth and Income Fund A	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Farm Bureau: Lisa Palazzo	Insurance	Spouse	$1,001 - $15,000	Other (Whole Life)
Farm Bureau: Steven Palazzo	Insurance	Self	$1,001 - $15,000	Other (Whole Life)

Liabilities (2)

Creditor	Type	Amount	Rate	Term
American Express	credit card	$15,001 - $50,000	—	—
Land Lakesville - Southern Ag Credit	mortgage	$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).