Trey Radel Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed August 5, 2013. Includes 259 assets and 2 liabilities.

Year:

2013 2012

Est. Net Worth

$6.3M

2013 annual disclosure

Total Assets

$3.3M - $10.1M

259 assets

Total Liabilities

$200K - $500K

2 liabilities

Total Trades

422

From PTR filings

Trade Volume

$11.7M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$515K
2012	$2M
2012	$1.5M
2012	$755K
2013	$8.2M
2013	$6.3M

Assets by Category

Stocks$1.9M (132)

Mutual Funds$1.9M (59)

Bank & Cash$1.2M (18)

Retirement & Pension$702K (23)

Real Estate$375K (1)

ETFs$360K (18)

LLC / Partnership$258K (7)

Other$0 (1)

Top Stock Holdings (from trades)

Morgan Stanley 4 TrA ContinuedMS

$3M

American Electric PowerAEP

$525K

Google Inc. Class CGOOG

$175K

HCC Insurance HoldingsHCC

$113K

All Assets (259)

Asset	Type	Owner	Value	Income
Morgan Stanley I Cash	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Fifth Third Bancorp(FITB)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Procter & Gamble(PG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Allianz NFJ International	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Value P (F)	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $1,001 - $2,500
Morgan Stanley 1 (Continued)	Bank & Cash	Self	N/A	None
Schwab US Intrax	Mutual Funds	Self	N/A	None
First Eagle Global I	Mutual Funds	Self	N/A	None
Goldman Sachs Rising	Mutual Funds	Self	N/A	None
Goldman Sachs Midcap	Mutual Funds	Self	N/A	None
DWS GWI	Mutual Funds	Self	N/A	None
Goldman Sachs American	Mutual Funds	Self	N/A	None
Nuveen Bd I	Mutual Funds	Self	N/A	None
Nuveen Int'l DWR Muni	Mutual Funds	Self	N/A	None
Nuveen CA Muni	Mutual Funds	Self	N/A	None
Nuveen Santa Barbara	Mutual Funds	Self	N/A	None
Nuveen Dividend Growth	Mutual Funds	Self	N/A	None
PIMCO Real Return P	Mutual Funds	Self	N/A	None
General Electric(GE)	Stocks	Self	N/A	None
Morgan Stanley Cash	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
American Express(AXP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Barrick Gold Corp.(GOLD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Baxter Intl. Inc.(BAX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Becton Dickinson(BDX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
CR Bard Inc.(BCR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Charles Schwab New(SCHW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chevron Corp.(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chubb Corp.(CB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc.(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Conoco Phillips Corp.(COP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Costco Wholesale(COST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Devon Energy Corp.(DVN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Dr Pepper Snapple(DPS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
eBay Inc.(EBAY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exelon Corp.(EXC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Express Scripts Corp.(ESRX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Glaxo Smith Kline(GSK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Google Inc Class C(GOOG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley(MS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Corning Inc.(GLW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Molson Coors Brewing(TAP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Newmont(NEM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Northrop Grumman(NOC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
NRG Energy(NRG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PNC Finl Svcs.(PNC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sigma Aldrich Corp.(SIAL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Suntrust Bank(STI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Stryker(SYK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Torchmark Corp.(TMK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Co.	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Unilever(UL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
US Bancorp(USB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walgreen Stores(WAG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo & Co.(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley 3 IRA	Retirement & Pension	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Cash	Bank & Cash	Self	$15,001 - $50,000	None
Boston Inc.	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Johnson & Johnson(JNJ)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Altria(MO)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
MeadWestvaco Corp.	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Time Warner(TWX)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Intercontinental Exchange(ICE)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Internet Idx (F)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
TJX Cos Inc(TJX)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Microsoft(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Global X FTSE	ETFs	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
MSCI EAFE (F)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares MSCI ACWI ex	ETFs	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares MSCI Asia ex Japan (F)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares MSCI Canada Idx (F)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares MSCI EAFE (F)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Morgan Stanley S-IRA (Continued)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
iShares MSCI Emerging Markets	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
MFS Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
iShares MSCI EMU	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
iShares MSCI Germany Index	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
iShares MSCI Pacific ex Japan	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
iShares MSCI Small Cap 600 Index	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
iShares MSCI EAFE Index	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
iShares MSCI UK	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
PowerShares DWA Technology	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Lead PTR(PTR)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
PowerShares QQQ(QQQ)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
PowerShares S&P 500 High Beta	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
MSCI European Vanguard (F)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Emerging Markets (F)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Indust (F)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Interm (F)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Large Cap (F)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard MSCI (F)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard (F)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Wilshire Micro-Cap (F)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Russell (F)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Mktes Sme Cap (F)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
JPM to DIV (F)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
CBRE Group(CBRE)	Retirement & Pension	Self	$1,001 - $15,000	None
DFA Internat	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Energy Sel Sect SPDR (F)(XLE)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Financial Sel Sect SPDR (F)(XLF)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Health Care Sel SPDR (F)(XLV)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley 3 IRA (Continued)	Retirement & Pension	Self	$100,001 - $250,000	Tax-Deferred $100,001 - $1,000,000
Charles Schwab US Dividend Equity ETF(SCHD)	ETFs	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Merck & Co.(MRK)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
MetLife(MET)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Microsoft(MSFT)	Stocks	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
PowerShares ETF	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble(PG)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Qualcomm Inc.(QCOM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
SPDR S&P Metals & Mining ETF(XME)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
UnitedHealth(UNH)	Stocks	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Utilities Select Sector SPDR ETF(XLU)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Consumer Staples ETF(VDC)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Walmart(WMT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Large Cap Dividend Fund	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Required Minimum Distribution from Inherited IRA	Retirement & Pension	Self	N/A	Other $1,001 - $2,500
Morgan Stanley 4-Tr A	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Cash	Bank & Cash	Self	$1 - $1,000	None
American Express(AXP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Barrick Gold Corp.(GOLD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Baxter Intl Inc.(BAX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway(BRK.B)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
CR Bard Inc.(BCR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Credit Suisse New(CS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chevron(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cisco Sys Inc.(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Conoco Phillips(COP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Costco(COST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Devon Energy(DVN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Dr Pepper Snapple(KDP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
eBay Inc.(EBAY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Corp.(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Franklin Corp.(BEN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Glaxo Smith Kline(GSK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Google Inc.(GOOGL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley 4-77 A (continued)	Bank & Cash	Self	$1,001 - $15,000	Dividends $201 - $1,000
Abbott Laboratories(ABT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Microsoft Inc.(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Molson Coors Brewing(TAP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
NIKE(NKE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Northrop Grumman(NOC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Pfizer(PFE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
PNC Financial Services(PNC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Procter & Gamble(PG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Sigma-Aldrich Corp.(SIAL)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
SunTrust Banks(STI)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Sysco(SYY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Torchmark Corp.(TMK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Travelers Co.(TRV)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
United Technologies(UTX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
US Bancorp(USB)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Verizon(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Wells Fargo & Co.(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Morgan Stanley S-T A Cash	Bank & Cash	Self	$500,001 - $1,000,000	Interest $1,001 - $2,500
Eaton Vance	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Intl Value P (F)	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
MFS Global	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
MFS Total Return	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Muni Bond I (F)	Mutual Funds	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Muni Bond I (F)	Mutual Funds	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Muni Bond (F)	Mutual Funds	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Nuveen Santa Barbara Div & Inc (F)	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
PIMCO Real Return	Mutual Funds	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Morgan Stanley & Smith Barney Cash	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $5,000
Guaranteed Ent (F)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $5,000
DWS RREEF	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $5,000
Infrastructure Global (F)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $5,000
Goldman Sachs (F)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $5,000
Goldman Sachs (F)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $5,000
Goldman Sachs (F)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $5,000
Realty Income(O)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $5,000
Nuveen Dividend (F)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $5,000
Municipal Bond I (F)	Mutual Funds	Self	$15,001 - $50,000	Interest $1,001 - $5,000
Nuveen Santa Barbara	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $5,000
New Mountain Finl (F)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $5,000
PIMCO Real Return (F)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $5,000
Morgan Stanley(MS)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
American Express(AXP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cash	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Barrick Gold Corp.(GOLD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Baxter Intl Inc.(BAX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
BP PLC(BP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
CR Bard(BCR)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Charles Schwab Inc.(SCHW)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Chevron Corp.(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cisco Sys Inc.(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Conoco Phillips(COP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Devon Energy Corp.(DVN)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Dr Pepper Snapple(DPS)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
eBay Inc.(EBAY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Exelon Corp.(EXC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Express Scripts(ESRX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Glaxo Smith Kline(GSK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
IBM Corp(IBM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Morgan Stanley 7-5ST (Continued)(MS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cisco(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Molson Coors Brewing Company(TAP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Northrop Grumman(NOC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PNC Financial(PNC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PNC Fin'l Svcs(PNC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sigma Aldrich Corp.(SIAL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SunTrust Banks(STI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Target(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Torchmark Corp.(TMK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Travelers Co.(TRV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Bancorp(USB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Technologies(UTX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo & Co.(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
UBS Personal Cash	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
American Funds Euro Pacific (F)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
American Funds (F)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Clnn Finl Corp.	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Danaher Corp (F)(DHR)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Venture (F)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
First Republic	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
General Electric(GE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Victory Established	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Victory Established	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Victory Diversified Stock Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Reston Flex Corp	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
UBS Simple IRA - Cash	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
American EuroPac Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
American Funds Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Venture Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
T. Rowe Price Communications LLC X	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Ft. Myers, FL based media company Ft. Myers, FL, US	LLC / Partnership	Self	$1,001 - $15,000	Other $1 - $200
UBS Roth IRA	Retirement & Pension	Self	$1,001 - $15,000	Interest/Dividends $201 - $1,000
American Funds Capital Income Builder	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
American Funds	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
New World Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Capital Income Growth Fund of America	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
US SunTrust Account US	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
RCMF Fund LLC	LLC / Partnership	Self	N/A	None
Lithia, FL-based private Investment Partnership Lithia, FL, US	LLC / Partnership	Self	N/A	None
Richter Real Estate Holdings	LLC / Partnership	Self	N/A	None
Radel Funeral Services Cincinnati, OH, US	LLC / Partnership	Self	N/A	None
Kathleen M. Radel Rev Trust dated February 16, 2000	Other	Self	N/A	None
Morgan Stanley - Cash	Bank & Cash	Self	N/A	None
Fifth Third Bank	Bank & Cash	Self	N/A	None
Cash Acct 1	Bank & Cash	Joint	N/A	None
Cash Acct 2	Bank & Cash	Joint	N/A	None
Estate Acct	Bank & Cash	Self	N/A	None
Ft. Myers Broadcasting 401(k) Plan	Retirement & Pension	Self	$100,001 - $250,000	Tax-Deferred
Life Strategy I (F)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred $1,001 - $2,500
Life Strategy II (F)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred $1,001 - $2,500
Life Strategy III (F)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred $1,001 - $2,500
Emerging Mkts (F)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred $1,001 - $2,500
American Electric Power(AEP)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity 401(k)	Retirement & Pension	Spouse	$100,001 - $250,000	Tax-Deferred
Jared Realty LLC Naples, FL, US	LLC / Partnership	Self	$100,001 - $250,000	Other $1 - $1,000
Richter Realty Corp. Cincinnati, OH, US	LLC / Partnership	Self	$50,001 - $100,000	Other $1 - $1,000
Condominium Miami, FL, US	Real Estate	Self	$250,001 - $500,000	Rent $15,001 - $50,000

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Bank of America	mortgage	$100,001 - $250,000	—	—
CitiMortgage Inc.	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$145K

Technology$184K

Financial Services$3.8M

Industrials$33K

Communication Services$56K

Utilities$573K

Healthcare$81K

Energy$154K

Real Estate$24K

Consumer Defensive$56K

Basic Materials$121K

Retail Trade$8K

Trey Radel trades Wealthiest members Most active traders FL 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).