TERRY EVERETT Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed June 16, 2008. Includes 39 assets.

Year:

2009 2008

Est. Net Worth

$3.7M

2008 annual disclosure

Total Assets

$2.1M - $5.3M

39 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

Gov. Securities$3M (17)

Other$350K (6)

Bank & Cash$264K (8)

LLC / Partnership$75K (1)

Stocks$75K (1)

Mutual Funds$0 (6)

Top Stock Holdings (from trades)

All Assets (39)

Asset	Type	Owner	Value	Income
Merrill Lynch - 1663	Bank & Cash	Self	N/A	Interest
PFL Endeavor Variable Annuity	Other	Self	N/A	Capital Gains
Merrill Lynch - 16288	Bank & Cash	Self	N/A	Interest
University of Alabama @ Birmingham Hospital Birmingham, AL, US	Other	Self	N/A	Interest
University of Alabama @ Birmingham Hospital Birmingham, AL, US	Other	Self	N/A	Interest
University of Alabama @ Birmingham Hospital Birmingham, AL, US	Other	Self	N/A	Interest
Amer. Income Fund	Mutual Funds	Self	N/A	Dividends
Amer. Capital Income	Mutual Funds	Self	N/A	Dividends
Amer. Income	Mutual Funds	Self	N/A	Dividends
Amer. Cap Income	Mutual Funds	Self	N/A	Dividends
RLWM Strat. Alloc. Fd.	Mutual Funds	Self	N/A	Dividends
MFS Inv. Investig.	Mutual Funds	Self	N/A	Dividends
Norman Lynch - 24252 (CMA)	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Municipal Bonds	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Capital Bonds - Brownsville, TX Brownsville, TX, US	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Jefferson Co., TX Jefferson County, TX, US	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
McAllen, TX McAllen, TX, US	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Seguin ISD, TX Seguin, TX, US	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Laredo TX Community Colleges Laredo, TX, US	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Marble Falls, TX Marble Falls, TX, US	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Sparks, NV / Reno, NV Sparks, NV / Reno, NV, US	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Louisiana State Higher Education Louisiana, US	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Little Elm, TX Little Elm, TX, US	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
King Co., WA Sewer Revenue King County, WA, US	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Bexar Co., TX Independent Bexar County, TX, US	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Bellwood, IL Bellwood, IL, US	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Birmingham, AL Water Works Birmingham, AL, US	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Harris Co., TX Harris County, TX, US	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Honolulu H.S. Co. Bd Honolulu, HI, US	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Central Puget Sound, WA Central Puget Sound, WA, US	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Robert W. Baird Corp.	Other	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Wexford Larkin Ltd	LLC / Partnership	Self	$50,001 - $100,000	None
2 Notes receivable on personal residences in Coffee and Houston CCI, 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	$15,001 - $50,000	Interest $201 - $1,000
Congressional Federal CU Checking	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Savings	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Money Market Account	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Community Capital Bankshares	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000

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).