Adam Smith Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 23, 2012. Includes 15 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$896K

2012 annual disclosure

Total Assets

$637K - $1.5M

15 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

From PTR filings

Trade Volume

$361K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$320K
2009	$289K
2010	$518K
2011	$1M
2012	$896K
2013	-$777K

Assets by Category

Retirement & Pension$550K (2)

Mutual Funds$465K (9)

ETFs$33K (1)

Bank & Cash$24K (3)

Top Stock Holdings (from trades)

All Assets (15)

Asset	Type	Owner	Value	Income
Vanguard 500 Index Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Vanguard Total Stock Market Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
JP Morgan Comm Tr	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
IAA - IDU Stock(IDU)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
USAA Checking	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
USAA Savings	Bank & Cash	Joint	$1,001 - $15,000	Interest $201 - $1,000
Chase Checking	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
PNC Wash St GCT Fund	Mutual Funds	Self	$50,001 - $100,000	None
Wash St Africa	Mutual Funds	Spouse	$100,001 - $250,000	None
Wash St Retirement	Retirement & Pension	Self	$100,001 - $250,000	None
Wash St Retirement	Retirement & Pension	Joint	$250,001 - $500,000	None
Invesco Van Kampen Equity A	Mutual Funds	Joint	$1,001 - $15,000	Capital Gains $201 - $1,000
Goldman Whittingham B	Mutual Funds	Joint	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Calamos Growth A	Mutual Funds	Joint	$1,001 - $15,000	Capital Gains $201 - $1,000
First Eagle Global A	Mutual Funds	Joint	$1,001 - $15,000	Capital Gains $1,001 - $2,500

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Chase Mortgage	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Industrials$56K

Technology$16K

Financial Services$8K

Healthcare$8K

Basic Materials$8K

Consumer Defensive$8K

Communication Services$8K

Real Estate$8K

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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).