Alexander X. Mooney Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed September 17, 2013. Includes 17 assets and 1 liabilities.

Year:

2013 2011

Est. Net Worth

$126K

2013 annual disclosure

Total Assets

$122K - $480K

17 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

Insurance$140K (3)

Mutual Funds$121K (12)

Retirement & Pension$41K (2)

All Assets (17)

Asset	Type	Owner	Value	Income
TIAA-CREF Municipal	Mutual Funds	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
TIAA-Traditional	Retirement & Pension	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
Knights of Columbus Life Insurance	Insurance	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Knights of Columbus Whole Life	Insurance	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
Knights of Columbus Life Insurance Policy	Insurance	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
Maryland Supplemental Retirement Plan	Retirement & Pension	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
American Funds Washington Mutual	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
American Funds EuroPacific	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
American Funds Capital Income	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
T Rowe Price	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
FBR Focus	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Goldman Sachs Cap Value Inst	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
T Rowe Price Health	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Vanguard Inst Index	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Vanguard Mid Cap Index	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Vanguard Sm Cap Gr	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Vanguard Sm Cap Val	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Unknown	other	$100,001 - $250,000	—	—

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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).