Bill Johnson

Bill Johnson Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 9, 2013. Includes 45 assets.

Est. Net Worth
$697K
2013 annual disclosure
Total Assets
$319K - $1.1M
45 assets
Total Liabilities
$0
0 liabilities
Total Trades
21
From PTR filings
Trade Volume
$193K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2011$338K
2012$85K
2013$697K

Assets by Category

Bank & Cash$258K (3)
Retirement & Pension$202K (20)
Mutual Funds$154K (20)
Stocks$75K (1)
Insurance$8K (1)

Top Stock Holdings (from trades)

All Assets (45)

AssetValue
MAX Federal Credit Union - Personal Bank Account
$50,001 - $100,000
JPMorgan Chase - Personal Bank Account
$100,001 - $250,000
Stonebridge 401k - AM Enhanced
$1,001 - $15,000
Stonebridge 401k - Artisan Mid Cap Value Fund
$1,001 - $15,000
Stonebridge 401k - Baron Small Cap Value Fund
$15,001 - $50,000
$50,001 - $100,000
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
$1,001 - $15,000
IRA - SEI Short Duration Govt
$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 Multi Asset Accum Fund
$1,001 - $15,000
IRA - SEI Multi Asset Cap Stab Fund
$1 - $1,000
IRA - SEI Multi Asset Inflation Fund
$1 - $1,000
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
$1 - $1,000
TOD - SEI High Yield Bond Fund
$1 - $1,000
TOD - SEI Short Duration Gov 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 Multi Asset Accum Fund
$1 - $1,000
TOD - SEI Multi Asset Cap Fund
$1 - $1,000
TOD - SEI Multi Asset Inflation Fund
$1 - $1,000
Non-IRA Brokerage - All Bern Henn
$1,001 - $15,000
Non-IRA Brokerage - Eaton Vance Alt Cap Foc Growth
$1,001 - $15,000
Non-IRA Brokerage - Fidelity Adv Intl Cap
$1,001 - $15,000
Non-IRA Brokerage - Oppenheimer Glob Strat Inc
$15,001 - $50,000
Non-IRA Brokerage - Columbia Cap Alloc Moderate
$50,001 - $100,000
Riversource Variable Univ Life
$1,001 - $15,000
Traditional IRA Columbia Funds - Columbia Cap Alloc
$1,001 - $15,000
Beneficial IRA Columbia Funds - Columbia Cap Alloc
$15,001 - $50,000
Roth IRA Columbia Funds - Columbia Cap Alloc Moderate
$1,001 - $15,000
METLIFE Total Control Account
$1,001 - $15,000
Columbia Div Eq Inc
$1,001 - $15,000

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).