Trey Radel Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed June 13, 2013. Includes 252 assets and 2 liabilities.

Year:

2013 2012

Est. Net Worth

$8.2M

2013 annual disclosure

Total Assets

$4M - $13.4M

252 assets

Total Liabilities

$350K - $750K

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

LLC / Partnership$4M (6)

Bank & Cash$1.3M (19)

Mutual Funds$1.2M (61)

ETFs$1.1M (31)

Stocks$1.1M (125)

Retirement & Pension$75K (5)

Gov. Securities$8K (1)

Other$8K (2)

Real Estate$0 (2)

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 (252)

Asset	Type	Owner	Value	Income
Morgan Stanley 1	Bank & Cash	Self	$100,001 - $250,000	Interest $2,501 - $5,000
Cash	Bank & Cash	Self	$15,001 - $50,000	None
T. Rowe Price	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Procter & Gamble(PG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Allianz NFJ Intl Value P	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Morgan Stanley 1 (continued)	Bank & Cash	Joint	$1,001 - $15,000	Interest $201 - $1,000
DWS RREEF GLB Infr (F)	Mutual Funds	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Goldman Sachs MidCap (F)	Mutual Funds	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Goldman Sachs Rising Div GW (F)	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Nuveen All American Muni Bond (F)	Mutual Funds	Joint	$15,001 - $50,000	Interest $201 - $1,000
Nuveen Int DUR Muni	Mutual Funds	Joint	$15,001 - $50,000	Interest $201 - $1,000
Nuveen Santa Barbara Div Gr (F)	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
PIMCO Total Return P (F)	Mutual Funds	Joint	$1,001 - $15,000	Dividends $201 - $1,000
General Electric(GE)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley 2 Cash	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
American Express(AXP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AT&T Inc.(T)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Baxter Intl. Inc.(BAX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ben Johnson	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(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Conoco Phillips Corp.(COP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Dell Inc.(DELL)	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
Duke Energy Corp.(DUK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Corp.(XON)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corp.(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Glaxo Smith Kline(GSK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Google Inc.(GOOG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley 2 Continued(MS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Accenture Inc.(ACN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Micron Tech.(MU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Molson Coors Brewing(TAP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Motorola(MSI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Northrop Grumman(NOC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PepsiCo Inc(PEP)	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
Southern Copper Corp.(SCCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Suntrust Bank(STI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Target(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Torchmark Corp.(GL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Travelers Co.(TRV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
US Bancorp(USB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Verizon(VZ)	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	$50,001 - $100,000	None
Cash	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
Apple Inc.(AAPL)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Johnson & Johnson(JNJ)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
McDonalds(MCD)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
AbbVie(ABBV)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Time Warner Corp.(TWX)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
First Trust DJ	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
iShares Gold (F)	ETFs	Self	$50,001 - $100,000	Capital Gains $201 - $1,000
Fr TR DJ Select	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
Franklin Total	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Global X FTSE	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
iShares 40 (F)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
ASML ADR(ASML)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
US Idx (F)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
iShares Asia Ex Japan (F)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
iShares Intl Canada Idx (F)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
iShares MSCI EAFE (F)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
iShares MSCI Emerging Markets ETF	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares MSCI EAFE ETF	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares MSCI Germany ETF	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares MSCI EMU ETF	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares MSCI Pacific ETF	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares MSCI Japan ETF	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares S&P Small-Cap ETF	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares MSCI Index Fund	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
PowerShares QQQ Trust	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Lead PTS	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
PowerShares DB Agriculture Fund	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
PowerShares S&P 500 ETF	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
High Beta ETF	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Morgan Stanley - IRA (Continued)	Retirement & Pension	Self	N/A	None
Vanguard European	Mutual Funds	Self	N/A	None
Vanguard MSCI	Mutual Funds	Self	N/A	None
Vanguard Markets (F)	Mutual Funds	Self	N/A	None
Vanguard Indust (F)	Mutual Funds	Self	N/A	None
Vanguard Info Tech (F)	Mutual Funds	Self	N/A	None
Vanguard Health Care (F)	Mutual Funds	Self	N/A	None
Wilshire Micro Cap (F)	Mutual Funds	Self	N/A	None
WisdomTree Eng	ETFs	Self	N/A	None
WisdomTree Tr	ETFs	Self	N/A	None
iShares DJDV (F)	ETFs	Self	N/A	None
CBRE Group(CBRE)	Stocks	Self	N/A	None
Cracker Barrel(CBRL)	Stocks	Self	N/A	None
Energy Select SPDR (F)(XLE)	ETFs	Self	N/A	None
Exxon Mobil(XOM)	Stocks	Self	N/A	None
Health Care Select SPDR (F)(XLV)	ETFs	Self	N/A	None
Morgan Stanley 3-IRA (Continued)	Retirement & Pension	Self	N/A	Interest/Dividends
iShares DJ US Financial Services(IYF)	ETFs	Self	N/A	Dividends
Intrexon Corp.(XON)	Stocks	Self	N/A	None
MetLife Inc.(MET)	Stocks	Self	N/A	Dividends
Microsoft Corporation(MSFT)	Stocks	Self	N/A	Dividends
PowerShares ETF	ETFs	Self	N/A	Dividends
S&P Small Cap Health (Fund)	Mutual Funds	Self	N/A	Capital Gains/Dividends
QUALCOMM Incorporated(QCOM)	Stocks	Self	N/A	Dividends
SPDR S&P Metals & Mining ETF(XME)	ETFs	Self	N/A	Capital Gains/Dividends
UnitedHealth Group Incorporated(UNH)	Stocks	Self	N/A	Dividends
Utilities Select Sector SPDR ETF(XLU)	ETFs	Self	N/A	Dividends
Vanguard Fund	Mutual Funds	Self	N/A	Capital Gains/Dividends
Vanguard Consumer Staples (Fund)	Mutual Funds	Self	N/A	Capital Gains/Dividends
Visa Inc.(V)	Stocks	Self	N/A	Dividends
Wisconsin Capital Dividend (Fund)	Mutual Funds	Self	N/A	Capital Gains/Dividends
Morgan Stanley 4 In 1 Cash(MS)	Bank & Cash	Self	N/A	Interest
Cash	Bank & Cash	Self	N/A	Interest
American Express(AXP)	Bank & Cash	Self	N/A	Interest
Bank of America(BAC)	Bank & Cash	Self	N/A	Interest
Baxter Intl Inc.(BAX)	Stocks	Self	N/A	Dividends
Becton Dickinson(BDX)	Stocks	Self	N/A	Dividends
CR Bard Inc.(BCR)	Stocks	Self	N/A	Dividends
Charles Schwab New(SCHW)	Bank & Cash	Self	N/A	Interest
Chevron(CVX)	Stocks	Self	N/A	Dividends
Chubb Corp.(CB)	Stocks	Self	N/A	Dividends
Cisco Systems(CSCO)	Stocks	Self	N/A	Dividends
Conoco Phillips(COP)	Stocks	Self	N/A	Dividends
Crown Castle(CCI)	Stocks	Self	N/A	Dividends
Devon Energy(DVN)	Stocks	Self	N/A	Dividends
Dr. Pepper Snapple(DPS)	Stocks	Self	N/A	Dividends
Dow Inc.(DOW)	Stocks	Self	N/A	Dividends
Exelon Corp.(EXC)	Stocks	Self	N/A	Dividends
Gilead Sciences(GILD)	Stocks	Self	N/A	Dividends
Glaxo Smith Kline(GSK)	Stocks	Self	N/A	Dividends
Google Inc.(GOOGL)	Stocks	Self	N/A	Dividends
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends
Morgan Stanley(MS)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Medtronic Inc.(MDT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
McDonald's(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Molson Coors Brewing(TAP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
3M Co.(MMM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Northrop Grumman(NOC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Norfolk Southern(NSC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
PepsiCo Inc.(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Procter & Gamble(PG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Qualcomm Inc.(QCOM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
SunTrust Banks Corp.(STI)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
SYSCO Corp.(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
U.S. 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 $201 - $1,000
Alliance Nrs	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Allianz RCM P (F)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
First Eagle Global (F)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
GMO Int'l Intrinsic	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Muni Bond A (F)	Mutual Funds	Self	$15,001 - $50,000	Interest $201 - $1,000
Nuveen Int Div (F)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Nuveen Santa Barbara	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
PIMCO Total Return	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
PIMCO Real Return	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Morgan Stanley C-ST Cash	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Allianz NFJ Int	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Allianz NFJ Div	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Infrastructure S	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Fidelity Global	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Goldman Sachs Latin	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Midcap Val	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Goldman Sachs	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Rising Div GMH	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Nuveen CA Muni Bond I	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Nuveen Insured	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Nuveen Santa Barbara	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Div Gr I	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
PIMCO Real Return	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Morgan Stanley 7-STR Cash	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
American Express(AXP)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Amgen Inc.(AMGN)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Baxter Intl Inc.(BAX)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Bristol-Myers(BMY)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
CR Bard(BCR)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Charles Schwab Inc.(SCHW)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Chevron(CVX)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Chubb Corp.(CB)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Cisco Sys.(CSCO)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Conoco Phillips(COP)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Dell Inc.(DELL)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Devon Energy Corp(DVN)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Dr. Pepper Snapple(DPS)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Duke Energy(DUK)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Exxon Corp.(XOM)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Exxon Mobil(XOM)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Glaxo Smith Kline(GSK)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Google Inc.(GOOGL)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Morgan Stanley T-STR (Continued)	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Conrail	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
Motorola Inc.(MSI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Northrop Grumman(NOC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Occidental Pete Corp(OXY)	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
Sprint Corp(S)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Suntrust Banks(STI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Suntrust Mortgage	Other	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
TJX Cos Inc(TJX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
US Bancorp(USB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walmart Stores(WMT)	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	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
American Funds	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cimo Energy Income (F)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cimo Fin I Corp.	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Davis New York Venture	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Fifth Third Bancorp(FITB)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Harrah's Entertainment	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Victory Established Value Diversified Stock (F)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
UBS Single IRA - Cash	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Dodge & Cox (F)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Funds Growth Fund (F)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Funds Growth Inc (F)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Dodge & Cox Venture (F)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Funds Capital Income Builder (F)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Funds Growth Inc (F)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
New World (F)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Dodge & Cox (F)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Suntrust Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
KCM Fund LLC Lithia, FL, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	Other (Partnership Income) $100,001 - $1,000,000
Richter Realty Company	LLC / Partnership	Self	$500,001 - $1,000,000	Rent $50,001 - $100,000
Radel Funeral Services Cincinnati, OH, US	LLC / Partnership	Self	$100,001 - $250,000	None
Katchmar Mfg (dated February 16, 2008)	LLC / Partnership	Self	$15,001 - $50,000	None
Morgan Stanley - Cash	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Fifth Third Bank Cash Acct 1	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Fifth Third Bank Cash Acct 2	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Ft. Myers Broadcasting	Other	Self	N/A	None
401(K) Plan	Retirement & Pension	Self	N/A	None
Life Strategy I (F)	Mutual Funds	Self	N/A	None
Life Strategy II (F)	Mutual Funds	Self	N/A	None
Life Strategy III (F)	Mutual Funds	Self	N/A	None
Emerging Mkts Fd (F)	Mutual Funds	Self	N/A	None
American Electric Power(AEP)	Stocks	Self	N/A	None
SP Fidelity 401(K)	Retirement & Pension	Spouse	N/A	None
Radel Realty LLC	LLC / Partnership	Self	N/A	None
4710 Gulf Shore Blvd N., Naples, FL 34112 Naples, FL, US	Real Estate	Self	N/A	None
Richter Realty Corp. Cincinnati, OH, US	LLC / Partnership	Self	N/A	None
Rental Condominium Miami, FL, US	Real Estate	Self	N/A	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Bank of America	mortgage	$100,001 - $250,000	—	—
CitiMortgage Inc.	mortgage	$250,001 - $500,000	—	—

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).