Steven M. Palazzo Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 18, 2011. Includes 23 assets and 2 liabilities.

Year:

2013 2012 2011

Est. Net Worth

-$208K

2011 annual disclosure

Total Assets

Not disclosed

23 assets

Total Liabilities

$115K - $300K

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

Bank & Cash$0 (2)

Real Estate$0 (1)

Mutual Funds$0 (10)

LLC / Partnership$0 (1)

Retirement & Pension$0 (8)

Stocks$0 (1)

Top Stock Holdings (from trades)

All Assets (23)

Asset	Type	Owner	Value	Income
Bancorp South Bank Accounts	Bank & Cash	Self	N/A	Interest
House - Jackson, MS Jackson, MS, US	Real Estate	Self	N/A	None
American Funds Capital World Growth and Income Fund	Mutual Funds	Self	N/A	Dividends
American Funds Growth Fund of America	Mutual Funds	Self	N/A	Dividends
American Funds EuroPacific Growth Fund	Mutual Funds	Self	N/A	Dividends
Palazzo & Company, PLLC Biloxi, MS, US	LLC / Partnership	Self	N/A	Other
Public Employee Retirement - WRS	Retirement & Pension	Self	N/A	None
Fidelity S&P 500 Index	Mutual Funds	Self	N/A	Dividends/Capital Gains
Fidelity Freedom 2035	Mutual Funds	Self	N/A	Dividends/Capital Gains
Health: HJD Freedom	Mutual Funds	Self	N/A	Dividends/Capital Gains
Health: Bonds & Stocks	Mutual Funds	Self	N/A	Interest/Dividends/Capital Gains
Health: Small Cap	Mutual Funds	Self	N/A	Dividends/Capital Gains
Health: US Stocks	Mutual Funds	Self	N/A	Dividends/Capital Gains
Farm Bureau Fidelity VIP Contrafund	Retirement & Pension	Self	N/A	Dividends/Capital Gains
Farm Bureau Fidelity VIP Growth	Retirement & Pension	Self	N/A	Dividends/Capital Gains
Farm Bureau Fidelity High Income	Retirement & Pension	Self	N/A	Interest
Farm Bureau Fidelity VIP Mid Cap	Retirement & Pension	Self	N/A	Dividends/Capital Gains
Farm Bureau Rowe Price	Retirement & Pension	Self	N/A	Dividends/Capital Gains
Farm Bureau Rowe Equity Income	Retirement & Pension	Self	N/A	Dividends
Farm Bureau Rowe Prime Reserve	Retirement & Pension	Self	N/A	Interest
Merrill Lynch	Bank & Cash	Self	N/A	Interest/Dividends/Capital Gains
Merrill Select: Halliburton(HAL)	Stocks	Self	N/A	Dividends/Capital Gains
Merrill Select: Money Market	Mutual Funds	Self	N/A	Interest

Liabilities (2)

Creditor	Type	Amount	Rate	Term
BancorpSouth Mortgage	mortgage	$100,001 - $250,000	—	—
American Express	credit card	$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).