89% of trades were $15,000 or less
Those 17 trades carry about 67.7% of the disclosed dollars, by the midpoints of the ranges.
David Rouzer (NC-7) disclosed a net worth range between -$59K and $1.2M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Those 17 trades carry about 67.7% of the disclosed dollars, by the midpoints of the ranges.
The median trade was disclosed 28 days after it was made, and 4 of 19 trades took longer than the STOCK Act deadline.
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-06 | -$59K – $1.2M |
| 2024 | 2025-08-01 | -$94K – $1.2M |
| 2023 | 2024-08-06 | -$159K – $993K |
| 2022 | 2023-05-15 | -$139K – $1M |
| 2021 | 2023-05-15 | -$108K – $1.2M |
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-12-09 | BA ST · Boeing Company (BA) | Sell | — Interactive Brokers LLC | $1K - $15K | 2026-01-07 | 29d |
| 2025-12-09 | BA ST · Boeing Company (BA) | Sell | — Interactive Brokers LLC | $1K - $15K | 2026-01-07 | 29d |
| 2022-01-14 | PINS ST · Pinterest, Inc. Class A (PINS) | Sell | — TD WATERHOUSE CLEARING | $1K - $15K | 2022-01-17 | 3d |
| 2021-11-15 | BRKB ST · berkshire Hathaway Inc. New (bRK.b) | Sell | — Avantax Investment Services | $1K - $15K | 2021-12-13 | 28d |
| 2021-11-15 | BRKB ST · berkshire Hathaway Inc. New (bRK.b) | Sell | — Avantax Investment Services | $1K - $15K | 2021-12-13 | 28d |
| 2021-11-15 | MAIN ST · Main Street Capital Corporation (MAIN) | Sell | — Avantax Investment Services | $15K - $50K | 2021-12-13 | 28d |
| 2021-11-15 | MAIN Main Street Capital Corporation (MAIN) | Sell | — | $15K - $50K | 2021-12-13 | 28d |
| 2021-08-19 | MO ST · Altria Group, Inc. (MO) | Sell | — TD WATERHOUSE CLEARING | $1K - $15K | 2021-08-30 | 11d |
| 2021-07-20 | NVDA ST · NVIDIA Corporation (NVDA) | Buy | — TD WATERHOUSE CLEARING | $1K - $15K | 2021-08-12 | 23d |
| 2020-09-02 | XLF ST · SPDR Select Sector Fund - Financial (XLF) | Sell | — TD WATERHOUSE CLEARING | $1K - $15K | 2020-09-28 | 26d |
| 2020-08-27 | MO ST · Altria Group, Inc. (MO) | Buy | — TD WATERHOUSE CLEARING | $1K - $15K | 2020-09-28 | 32d |
| 2020-04-22 | PINS ST · Pinterest, Inc. Class A (PINS) | Buy | — TD WATERHOUSE CLEARING | $1K - $15K | 2020-05-13 | 21d |
| 2020-04-14 | JETS ST · U.S. Global Jets ETF (JETS) | Buy | — TD WATERHOUSE CLEARING | $1K - $15K | 2020-05-13 | 29d |
| 2020-02-21 | NVDA ST · NVIDIA Corporation (NVDA) | Sell | — TD WATERHOUSE CLEARING | $1K - $15K | 2020-02-27 | 6d |
| 2020-01-31 | AMZN ST · Amazon.com, Inc. (AMZN) | Sell | — TD WATERHOUSE CLEARING | $1K - $15K | 2020-02-27 | 27d |
| 2019-02-28 | EXG ST · Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest (EXG) | Buy | — 1ST GLOBAL RESEARCH & CONSULTING | $1K - $15K | 2019-07-26 | 148d late |
| 2019-02-28 | MAIN ST · Main Street Capital Corporation (MAIN) | Buy | — 1ST GLOBAL RESEARCH & CONSULTING | $1K - $15K | 2019-07-26 | 148d late |
| 2019-01-14 | EXG ST · Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest (EXG) | Buy | — 1ST GLOBAL RESEARCH & CONSULTING | $1K - $15K | 2019-07-26 | 193d late |
| 2019-01-04 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) | Buy | — 1ST GLOBAL RESEARCH & CONSULTING | $1K - $15K | 2019-07-26 | 203d late |
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-23. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-23). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
The assets David Rouzer itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| Charles Schwab & Company Inc. ⇒ T Rowe Price Blue Chip Growth Inc. | MF |
Tax-Deferred
|
$100K - $250K |
| Charles Schwab & Company Inc. ⇒ DODGE & COX STOCK | MF |
Tax-Deferred
|
$50K - $100K |
| Charles Schwab & Company Inc. ⇒ Virtus KAR Mid-Cap Core Fund I (VIMCX) | MF |
Tax-Deferred
|
$50K - $100K |
| Charles Schwab & Company Inc. ⇒ Eaton Vance Short Duration Strategic Income Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ Eaton Vance Tax-Managed Global Diversified Equity Income Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ FIRST EAGLE GLOBAL CLASS I | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ First Trust Health Care AlphaDEX (FXH) | EF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ First Trust Low Duration Opportunities ETF (LMBS) | EF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ First Trust Value Line Dividend Index Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ ISHARES CORE HIGH DIVIDEND | EF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ ISHARES TRUST CORE DIVID GWTH | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ MFS INTERNATIONAL DIVERSIFICATION CLASS I | MF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ Pacer US Cash Cows 100 ETF (COWZ) | EF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ SPDR Gold Trust (GLD) | EF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ SPDR Select Sector Fund - Technology (XLK) | EF |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX) | MF |
Tax-Deferred
|
$15K - $50K |
| Interactive Brokers LLC ⇒ Advanced Micro Devices, Inc. (AMD) | ST |
Tax-Deferred
|
$15K - $50K |
| Interactive Brokers LLC ⇒ NVIDIA Corporation (NVDA) | ST |
Tax-Deferred
|
$15K - $50K |
| Charles Schwab & Company Inc. ⇒ American Beacon TwentyFour Strategic Income Fund - Y Class (TFGYX) | MF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab & Company Inc. ⇒ Bank Deposit Sweep Program | BA |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab & Company Inc. ⇒ Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab & Company Inc. ⇒ First Tr Morningstar Dividend Leaders Index Fund | MF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab & Company Inc. ⇒ ISHARES RUSSELL 1000 INDEX FUND | MF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab & Company Inc. ⇒ SPDR Select Sector Fund - Financial (XLF) | EF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab & Company Inc. ⇒ Schwab Prime Advantage Money Fund | BA |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab & Company Inc. ⇒ iShares U.S. Medical Devices ETF (IHI) | EF |
Tax-Deferred
|
$1K - $15K |
| Goldman Sachs Bank ⇒ Marcus Savings Account | BA |
$201 - $1K
Interest
|
$1K - $15K |
| Interactive Brokers LLC ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) | ST |
Tax-Deferred
|
$1K - $15K |
| Interactive Brokers LLC ⇒ CASH | IH |
Tax-Deferred
|
$1K - $15K |
| Interactive Brokers LLC ⇒ Mastercard Incorporated (MA) | ST |
Tax-Deferred
|
$1K - $15K |
| Interactive Brokers LLC ⇒ RTX Corporation Common Stock (RTX) | ST |
Tax-Deferred
|
$1K - $15K |
| Interactive Brokers LLC ⇒ SPDR Gold Trust (GLD) | EF |
Tax-Deferred
|
$1K - $15K |
| Interactive Brokers LLC ⇒ SPDR Select Sector Fund - Technology (XLK) | EF |
Tax-Deferred
|
$1K - $15K |
| Interactive Brokers LLC ⇒ Visa Inc. (V) | ST |
Tax-Deferred
|
$1K - $15K |
| Interactive Brokers LLC ⇒ Verizon Communications Inc. (VZ) | ST |
Tax-Deferred
|
$1 - $1K |
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Home mortgage (Roundpoint Mortgage) | $250K - $500K |