Terri A. Sewell
Terri A. Sewell Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed August 3, 2012. Includes 16 assets and 5 liabilities.
Est. Net Worth
$2M
2012 annual disclosure
Total Assets
$1.2M - $5.6M
16 assets
Total Liabilities
$915K - $1.9M
5 liabilities
Total Trades
5
From PTR filings
Trade Volume
$89K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2010 | -$75K |
| 2011 | $277K |
| 2012 | $2M |
| 2013 | -$308K |
Assets by Category
Real Estate$3M (1)
Mutual Funds$320K (13)
Stocks$83K (2)
Top Stock Holdings (from trades)
All Assets (16)
| Asset | Value |
|---|---|
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 Value | $15,001 - $50,000 |
Amer Funds Europacific Growth | $15,001 - $50,000 |
Money Market Fund (formerly Retirement Rsrv C1 Money Market, Amcap) | $1,001 - $15,000 |
Amer Funds Washington | $15,001 - $50,000 |
American Euro Pacific | $15,001 - $50,000 |
American Growth Fund | $1,001 - $15,000 |
American Investment | $1,001 - $15,000 |
Columbia Marisco Growth | $1,001 - $15,000 |
Eaton Vance Income Fund | $5,001 - $15,000 |
Wells Fargo Advantage | $1,001 - $15,000 |
House Seacrest Beach, FL, US | $1,000,001 - $5,000,000 |
| $50,001 - $100,000 | |
| $1,001 - $15,000 |
Liabilities (5)
| Creditor | Type | Amount |
|---|---|---|
| Regions Bank, AL | mortgage | $500,001 - $1,000,000 |
| Regions Bank, AL | personal loan | $50,001 - $100,000 |
| Regions Bank, AL | personal loan | $100,001 - $250,000 |
| Schwab Brokerage Account - See Footnote 1 | margin loan | $15,001 - $50,000 |
| Regions Bank, AL | mortgage | $250,001 - $500,000 |
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).