Bradley Scott Schneider Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed August 22, 2012. Includes 75 assets.

Year:

2013 2012

Est. Net Worth

$26.1M

2012 annual disclosure

Total Assets

$50.4M - $1.7M

75 assets

Total Liabilities

0 liabilities

Total Trades

791

From PTR filings

Trade Volume

$39.7M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$26.1M
2013	$508K
2013	$5.6M

Assets by Category

Bank & Cash$25.2M (22)

Mutual Funds$425K (28)

Stocks$303K (15)

Other$49K (3)

ETFs$24K (5)

Gov. Securities$16K (2)

Top Stock Holdings (from trades)

Trupanion, Inc.TRUP

$1.9M

Mastercard IncorporatedMA

$1.5M

Labcorp Holdings Inc.LH

$1.1M

The Progressive CorporationPGR

$1.1M

The Home Depot, Inc.HD

$900K

The Trade Desk, Inc.TTD

Meta Platforms, Inc.META

$750K

All Assets (75)

Asset	Type	Owner	Value	Income
Accounts - Joling	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
FNMA(FNMA)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Morgan Stanley Bank	Bank & Cash	Self	$50,001 - $100,000	Interest $1 - $200
WINGS TD BANK TAX ADVANTAGE	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Berwyn Income Fund(BBERX)	Mutual Funds	Self	$15,001 - $50,000	Dividends
Brandywine Operating Partnership LP(BDN)	Stocks	Self	$15,001 - $50,000	Dividends
First Eagle Global Fund	Mutual Funds	Self	$100,001 - $250,000	Capital Gains
Ingersoll Rand Inc.(IR)	Stocks	Self	$50,001 - $100,000	Dividends
MFS Value Fund Institutional(MEIIX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains
Thornburg International Value Fund(TGVIX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains
Wingstop Inc.(WING)	Stocks	Self	$50,001 - $100,000	Capital Gains
Vanguard 500 Index Fund Investor Shares	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Mt. Franklin Mkts	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
iShares Core S&P(IVV)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
T. Rowe Price	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Ziegler Total Return(ZTR)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cash	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Eagle Communications Inc.	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard Total Stock Market Index Fund ETF(VTI)	ETFs	Self	$1,001 - $15,000	Dividends, Capital Gains $201 - $1,000
Zweig Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends, Capital Gains $201 - $1,000
Janus Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends, Capital Gains $201 - $1,000
MFS Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends, Capital Gains $201 - $1,000
Fidelity Cash Reserves	Mutual Funds	Self	$1,001 - $15,000	Interest $201 - $1,000
Federated Government Obligations Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $201 - $1,000
Account #1 - Savings CD	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Account #2 - Savings CD	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Account #3 - Savings CD	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Account #4 - Savings CD	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Northern Trust	Bank & Cash	Self	N/A	None
Northern Trust	Bank & Cash	Self	N/A	None
Northern Trust	Bank & Cash	Self	N/A	None
Northern Trust	Bank & Cash	Self	N/A	None
Wells Fargo Bank	Bank & Cash	Self	N/A	None
Vanguard International Equity Index Fund	Mutual Funds	Self	N/A	None
Vanguard Institutional Index Fund	Mutual Funds	Self	N/A	None
Vanguard Wellington Fund	Mutual Funds	Self	N/A	None
Washington Mutual Fund	Mutual Funds	Self	N/A	None
Western Asset Core Plus Bond Fund	Mutual Funds	Self	N/A	None
WisdomTree Trust India Earnings Fund(EPI)	ETFs	Self	N/A	None
WisdomTree Trust Japan Hedged Equity Fund(DXJ)	ETFs	Self	N/A	None
Zions Bancorporation NA	Bank & Cash	Self	N/A	None
Cash	Bank & Cash	Self	N/A	None
Account 1	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
BMO Harris Bank	Bank & Cash	Joint	$1 - $1,000	Interest $1 - $200
JPMorgan	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
CBS Money Market Equivalent	Mutual Funds	Joint	$1,001 - $15,000	Interest $1 - $200
Ameritrade Account	Bank & Cash	Joint	$50,000,001+	Dividends/Capital Gains
Amazon.com Inc.(AMZN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American Funds Government Securities Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
American Funds	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
AT&T Inc.(T)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Intel Corp.(INTC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
JPMorgan Equity Premium Income ETF(JEPI)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Northern Bank & Trust Co.	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Northern Bank & Trust Co.	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
PNC U.S. Government Money Market	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
PNC U.S. Government Money Market	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Prologis Inc.(PLD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Scout International Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Schwab Value Advantage Money Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Wells Fargo Advantage Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Account 126 - DC 529	Other	Self	$1,001 - $15,000	None
Benjamin Moore Inv.(BMHC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wal Mart(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Account 1230 - OFZ	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Morgan Stanley Investment Management Fund(MSIMXX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
SBC Communications Inc(SBC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Treasury Bond	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
U.S. Treasury Note	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
CVS Caremark Corp(CVS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
DWS GNMA Fund S	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Houston Cty Bancorp Inc(HCBK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bank of America Corp(BAC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Total Account 1230	Other	Self	$15,001 - $50,000	None

Trading Sector Allocation (from PTR trades)

Technology$7M

Financial Services$7M

Energy$439K

Basic Materials$549K

Industrials$2.5M

Consumer Cyclical$2.2M

Real Estate$399K

Communication Services$223K

Banking$8K

Healthcare$3.9M

Utilities$16K

Construction$700K

Retail Trade$750K

Services$1.5M

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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).