Terri A. Sewell

Terri A. Sewell Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 16, 2011. Includes 18 assets and 4 liabilities.

Est. Net Worth
$277K
2011 annual disclosure
Total Assets
$748K - $1.7M
18 assets
Total Liabilities
$615K - $1.3M
4 liabilities
Total Trades
5
From PTR filings
Trade Volume
$89K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2010-$75K
2011$277K
2012$2M
2013-$308K

Assets by Category

Real Estate$825K (2)
Retirement & Pension$213K (6)
Stocks$108K (2)
Mutual Funds$89K (8)

Top Stock Holdings (from trades)

All Assets (18)

AssetValue
Regions Stable Principal
$15,001 - $50,000
Van Kampen Growth & Income
$50,001 - $100,000
Columbia Acorn
$15,001 - $50,000
DWS Dreman Small Cap
$15,001 - $50,000
American Funds Europacific Growth
$15,001 - $50,000
Retirement RIMS C I
$1,001 - $15,000
Amer Funds Amcap
$1,001 - $15,000
Amer Funds Washington
$1,001 - $15,000
American Euro Pacific
$15,001 - $50,000
American Growth Fund
$1,001 - $15,000
American Investment
$1,001 - $15,000
Columbia Marsico Growth
$1,001 - $15,000
Eaton Vance Income Fund
$1,001 - $15,000
Wells Fargo Advantage
$1,001 - $15,000
Beach House
Seacrest Beach, FL, US
$500,001 - $1,000,000
$50,001 - $100,000
$15,001 - $50,000
Lot - Draper Lake
Santa Rosa Beach, FL, US
$50,001 - $100,000

Liabilities (4)

CreditorTypeAmount
Regions Bank, Alabamamortgage$250,001 - $500,000
Regions Bank, Alabamaother$250,001 - $500,000
Regions Bank, Alabamapersonal loan$100,001 - $250,000
Schwab Brokerage Accountmargin loan$15,001 - $50,000

Trading Sector Allocation (from PTR trades)

Technology$8K
Healthcare$8K
Consumer Cyclical$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).
Terri A. Sewell Net Worth & Financial Disclosure 2011: Assets & Portfolio | Congress Stock Tracker