TERRY EVERETT Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed February 12, 2009. Includes 50 assets.

Year:

2009 2008

Est. Net Worth

$3.4M

2009 annual disclosure

Total Assets

$2.1M - $4.6M

50 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$1.6M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$3.7M
2008	$6.2M
2009	$3.4M

Assets by Category

Bank & Cash$1.1M (11)

Retirement & Pension$890K (4)

Real Estate$750K (1)

Other$250K (5)

Gov. Securities$174K (17)

Mutual Funds$171K (6)

Stocks$16K (6)

Top Stock Holdings (from trades)

All Assets (50)

Asset	Type	Owner	Value	Income
400 Acre Farm Houston County, AL, US	Real Estate	Self	$500,001 - $1,000,000	Rent; Other (Grain & Hay, FSA); Capital Gains $1,001 - $15,000
Merrill Lynch - 16632 CMA	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000
PEI Bradacor Variable Annuity	Other	Self	$50,001 - $100,000	None
Merrill Lynch - 16828	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000
American Income Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
American Growth Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
American Bond Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
ML/WH Strategic Allocation Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
ML/WH Capital Appreciation Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
MFS International	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Merrill Lynch - 24252 CMA	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
Municipal Bonds	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Charter Communications(CHTR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Laredo TX Community College Laredo, TX, US	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Little Elm TX Independent Little Elm, TX, US	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Merrill Lynch - 24252 (Con'd)	Bank & Cash	Self	N/A	Interest
King County WA Sewer Revenue King County, WA, US	Gov. Securities	Self	N/A	Interest
Alabama Power Independent Alabama, US	Other	Self	N/A	Interest
Bellwood, IL Bellwood, IL, US	Gov. Securities	Self	N/A	Interest
Birmingham, AL Water Works Birmingham, AL, US	Gov. Securities	Self	N/A	Interest
BlackRock(BLK)	Stocks	Self	N/A	Dividends
Central Puget Sound, WA Puget Sound, WA, US	Gov. Securities	Self	N/A	Interest
Deere & Co.(DE)	Stocks	Self	N/A	Dividends
University of Utah Utah, US	Gov. Securities	Self	N/A	Interest
Missouri Joint Municipal Electric Utility Missouri, US	Gov. Securities	Self	N/A	Interest
Occidental Petroleum Corp.(OXY)	Stocks	Self	N/A	Dividends
Oregon State Board General Fund Oregon, US	Gov. Securities	Self	N/A	Interest
Elmore County AL Public Building Authority Elmore County, AL, US	Gov. Securities	Self	N/A	Interest
Boeing Co.(BA)	Stocks	Self	N/A	Dividends
Illinois Finance Authority Revenue Illinois, US	Gov. Securities	Self	N/A	Interest
South Alabama Electric Alabama, US	Other	Self	N/A	Interest
Southshore Authority District	Gov. Securities	Self	N/A	Interest
Mobile AL Water & Sewer Mobile, AL, US	Gov. Securities	Self	N/A	Interest
Public Gas & Electric Co.	Other	Self	N/A	Interest
Connecticut Special Tax Obligation Connecticut, US	Gov. Securities	Self	N/A	Interest
Merrill Lynch - 24252 (Brokerage Account)	Bank & Cash	Self	$250,001 - $500,000	Capital Gains/Dividends $15,001 - $50,000
Central OH Solid Waste Ohio, US	Gov. Securities	Self	$50,001 - $100,000	Interest $2,501 - $5,000
New York NYC Mun Wtr Fin New York, NY, US	Gov. Securities	Self	$50,001 - $100,000	Interest $2,501 - $5,000
Thrift Savings (401k)	Retirement & Pension	Self	$500,001 - $1,000,000	None
SunSouth Bank - Investment Account	Bank & Cash	Self	$100,001 - $250,000	Interest $5,001 - $15,000
IRA (H) - SunSouth	Retirement & Pension	Self	$15,001 - $50,000	None
IRA (W) - SunSouth	Retirement & Pension	Spouse	$15,001 - $50,000	None
Merrill Lynch IRA (H)	Retirement & Pension	Self	$50,001 - $100,000	None
Notes receivable on personal residences in Coffee and Houston Co., AL Coffee County, AL, US; Houston County, AL, US	Other	Self	$100,001 - $250,000	Interest $5,001 - $15,000
SunSouth Bank - Checking	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
SunSouth Bank - Checking	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Congressional Federal Credit Union Checking Account	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Charles Schwab Money Market Account	Bank & Cash	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Morgan Stanley Account	Bank & Cash	Self	$50,001 - $100,000	Interest and Capital Gains $5,001 - $15,000
Community Capital Bankshares	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000

TERRY EVERETT trades Wealthiest members Most active traders AL delegation Articles

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).