Bill Johnson
Bill Johnson Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 48 assets and 1 liabilities.
Est. Net Worth
$85K
2012 annual disclosure
Total Assets
$156K - $764K
48 assets
Total Liabilities
$250K - $500K
1 liabilities
Total Trades
21
From PTR filings
Trade Volume
$193K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2011 | $338K |
| 2012 | $85K |
| 2013 | $697K |
Assets by Category
Mutual Funds$198K (29)
Retirement & Pension$123K (13)
Stocks$75K (1)
Bank & Cash$57K (4)
Insurance$8K (1)
Top Stock Holdings (from trades)
All Assets (48)
| Asset | Value |
|---|---|
IRA - SEI US Mgd Vol Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
IRA - SEI Large Cap Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
IRA - SEI Global Mgd Vol Fund | $1,001 - $15,000 |
IRA - SEI High Yield Bond Fund | $1,001 - $15,000 |
IRA - SEI US Fixed Income Fund | $1,001 - $15,000 |
IRA - SEI Short Duration Govt Fund | $1,001 - $15,000 |
IRA - SEI Real Return Fund | $1,001 - $15,000 |
IRA - SEI Enhanced Income Fund | $1,001 - $15,000 |
IRA - SEI Multi Strategy Fund | $1,001 - $15,000 |
IRA - SEI Prime Obligation Fund | N/A |
TOD - SEI US Mgd Volatility Fund | $1 - $1,000 |
TOD - SEI Large Cap Fund | $1 - $1,000 |
TOD - SEI Global Volatility Fund | $1,001 - $15,000 |
TOD - SEI US Fixed Income Fund | $15,001 - $50,000 |
TOD - SEI High Yield Bond Fund | $1 - $1,000 |
TOD - SEI Short Duration Govt Fund | $1 - $1,000 |
TOD - SEI Real Return Fund | $1 - $1,000 |
TOD - SEI Enhanced Income Fund | $1 - $1,000 |
TOD - SEI Multi Strategy Fund | $1 - $1,000 |
TOD - SEI Prime Obligation Fund | $1 - $1,000 |
TD Bank - Personal Bank Account | $1,001 - $15,000 |
MAX Federal Credit Union - Personal Bank Account | $15,001 - $50,000 |
Morgan Stanley Bank Account - Personal Bank Account | $1,001 - $15,000 |
Stoneridge 401k - AM Europacific Growth R4 | $1,001 - $15,000 |
Stoneridge 401k - Artisan Mid Cap Value Fund | $1,001 - $15,000 |
Stoneridge 401k - Baron Small Cap | $15,001 - $50,000 |
| $50,001 - $100,000 | |
Non-IRA Brokerage - All Bern Equity Income A | $1,001 - $15,000 |
Non-IRA Brokerage - Eaton Atl Cap For Growth A | $1,001 - $15,000 |
Morgan Stanley Instl Fund - Fidelity Adv Lev Co Stock T | $1,001 - $15,000 |
Non-IRA Brokerage - Oppenheimer Glob Strat Inc A | $15,001 - $50,000 |
Non-IRA Brokerage - Columbia Port Blr Mod A | $15,001 - $50,000 |
Non-IRA Columbia Funds - Columbia Port Blr Mod A | N/A |
Non-IRA Columbia Funds - Columbia Port Blr Mod Agg A | N/A |
Non-IRA Columbia Funds - Eq Inc A (Columbia Funds - Div) | N/A |
Non-IRA Columbia Funds - Columbia MC Val A | N/A |
Non-IRA Columbia Funds - Columbia Port Blr Mid Cons A | N/A |
Riversource Variable Univ Life | $1,001 - $15,000 |
Traditional IRA - Columbia Port Blr Mod A | $1,001 - $15,000 |
Beneficial IRA - Columbia Port Blr Mod Agg A | $5,001 - $15,000 |
Roth IRA - Columbia Port Blr Mod A | $1,001 - $15,000 |
Columbia Div Eq Inc A | $1,001 - $15,000 |
METLIFE Total Control Account | $1,001 - $15,000 |
INVESCO AIM Summit P ROTH IRA | $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| USAA Federal Savings Bank | mortgage | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
Consumer Cyclical$33K
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).