Bruce L. Braley Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed August 13, 2013. Includes 72 assets and 6 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$630K

2013 annual disclosure

Total Assets

$379K - $1.7M

72 assets

Total Liabilities

$240K - $565K

6 liabilities

Total Trades

108

From PTR filings

Trade Volume

$1.2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$894K
2009	$493K
2010	$518K
2011	$507K
2011	$448K
2012	$76K
2012	$292K
2013	$162K
2013	$630K
2013	$630K

Assets by Category

Stocks$558K (50)

Mutual Funds$387K (14)

ETFs$81K (7)

Bank & Cash$8K (1)

Top Stock Holdings (from trades)

SPDR S&P 500 ETFSPY

$33K

All Assets (72)

Asset	Type	Owner	Value	Income
PepsiCo, Inc.(PEP)	Stocks	Self	$50,001 - $100,000	Tax-Deferred
Columbia Mid Cap Value Fund	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Davis New York Venture Fund Class A	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
FD CL Pacific Growth Fund C F	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
American Funds Growth Fund of America Class F	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Harbor Mid Cap Fund Class A	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Loomis Sayles Funds II Inv Grade Bond FD CL A	Mutual Funds	Self	$1,001 - $15,000	None
Loomis Sayles Funds II Inv Grade Bond FD CL Y	Mutual Funds	Self	$15,001 - $50,000	None
Neuberger Berman Inter Credit FD	Mutual Funds	Self	$15,001 - $50,000	None
PIMCO Funds Total Return FD Class A	Mutual Funds	Self	$1,001 - $15,000	None
PIMCO Funds Income FD Class A	Mutual Funds	Self	$1,001 - $15,000	None
Templeton Global Bond FD Advisor Class	Mutual Funds	Self	$1,001 - $15,000	None
Templeton Global Bond FD Class A	Mutual Funds	Self	$50,001 - $100,000	None
American Funds Total Return FD Class A	Mutual Funds	Self	$1,001 - $15,000	None
Invesco Intl Value FD Class A	Mutual Funds	Self	$50,001 - $100,000	None
USAA Bank Program/Cash/Money Market	Bank & Cash	Self	$1,001 - $15,000	None
AT&T(T)	Stocks	Self	$1,001 - $15,000	None
Akorn Inc(AKRX)	Stocks	Self	$1,001 - $15,000	None
American Tower Corp(AMT)	Stocks	Self	$1,001 - $15,000	None
American Water Works(AWK)	Stocks	Self	$1,001 - $15,000	None
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	None
Ariad Pharmaceuticals(ARIA)	Stocks	Self	$1,001 - $15,000	None
Ashland Inc.(ASH)	Stocks	Self	$1,001 - $15,000	None
Avis Budget Group(CAR)	Stocks	Self	$1,001 - $15,000	None
BCE Inc. (New)(BCE)	Stocks	Self	$1,001 - $15,000	None
CMS Energy Corp.(CMS)	Stocks	Self	$1,001 - $15,000	None
CVS Caremark Corp.(CVS)	Stocks	Self	$1,001 - $15,000	None
Cirrus Logic(CRUS)	Stocks	Self	$1,001 - $15,000	None
Cliffs Natural Resources(CLF)	Stocks	Self	$1,001 - $15,000	None
Crown Castle International(CCI)	Stocks	Self	$1,001 - $15,000	None
Finish Line Inc.(FINL)	Stocks	Self	$1,001 - $15,000	None
Grace W.R. & Co.(GRA)	Stocks	Self	$1,001 - $15,000	None
Halliburton Co.(HAL)	Stocks	Self	$1,001 - $15,000	None
Ingredion Inc.(INGR)	Stocks	Self	$1,001 - $15,000	None
Innophos Holdings(IPHS)	Stocks	Self	$1,001 - $15,000	None
Lions Gate Entertainment(LGF.A)	Stocks	Self	$15,001 - $50,000	None
LivePerson Inc(LPSN)	Stocks	Self	$1,001 - $15,000	None
McGraw-Hill Companies(MHP)	Stocks	Self	$1,001 - $15,000	None
Newcastle Investment(NCT)	Stocks	Self	$1,001 - $15,000	None
NextEra Energy Inc(NEE)	Stocks	Self	$1,001 - $15,000	None
Nu Skin Enterprises(NUS)	Stocks	Self	$1 - $1,000	None
NV Energy Inc(NVE)	Stocks	Self	$1,001 - $15,000	None
Ocwen Financial Corp(OCN)	Stocks	Self	$15,001 - $50,000	None
PolyOne Corp(POL)	Stocks	Self	$1,001 - $15,000	None
Qualcomm Inc(QCOM)	Stocks	Self	$15,001 - $50,000	None
Questcor Pharmaceutical(QCOR)	Stocks	Self	$1,001 - $15,000	None
Reinsurance Group America Inc(RGA)	Stocks	Self	$1,001 - $15,000	None
Rosetta Resources(ROSE)	Stocks	Self	$15,001 - $50,000	None
SBA Communications(SBAC)	Stocks	Self	$1,001 - $15,000	None
Schlumberger Ltd(SLB)	Stocks	Self	$1,001 - $15,000	None
Select Comfort Corp(SCSS)	Stocks	Self	$1,001 - $15,000	None
Service Corp Int'l(SCI)	Stocks	Self	$1,001 - $15,000	None
Spectrum Pharmaceuticals(SPPI)	Stocks	Self	$1,001 - $15,000	None
Steelcase Inc(SCS)	Stocks	Self	$1,001 - $15,000	None
Synopsys Inc(SNPS)	Stocks	Self	$1,001 - $15,000	None
Timken Co(TKR)	Stocks	Self	$1,001 - $15,000	None
Titan International(TWI)	Stocks	Self	$1,001 - $15,000	None
Two Harbors Investment(TWO)	Stocks	Self	$1,001 - $15,000	None
UGI Corp(UGI)	Stocks	Self	$1,001 - $15,000	None
United Rentals(URI)	Stocks	Self	$1,001 - $15,000	None
Universal Health(UHS)	Stocks	Self	$1,001 - $15,000	None
Verizon Communications(VZ)	Stocks	Self	$1,001 - $15,000	None
Wal-Mart Stores(WMT)	Stocks	Self	$1,001 - $15,000	None
Williams Cos(WMB)	Stocks	Self	$1,001 - $15,000	None
Energy XXI Bermuda Ltd(EXXI)	Stocks	Self	$1,001 - $15,000	None
iShares MSCI EAFE Index ETF(EFA)	ETFs	Self	$1,001 - $15,000	None
SPDR S&P 500 ETF(SPY)	ETFs	Self	$1,001 - $15,000	None
Vanguard MSCI Emerging Mkt ETF(VWO)	ETFs	Self	$1,001 - $15,000	None
iShares Barclays TIPS Bond ETF(TIP)	ETFs	Self	$1,001 - $15,000	None
iShares Investment BD FD(LQD)	ETFs	Self	$1,001 - $15,000	None
iShares Barclays 20+ Yr Treas BD ETF(TLT)	ETFs	Self	$1,001 - $15,000	None
iShares Barclays 1-3 Yr Treas BD ETF(SHY)	ETFs	Self	$15,001 - $50,000	None

Liabilities (6)

Creditor	Type	Amount	Rate	Term
DOVENMUEHLE MORTGAGE INC	mortgage	$50,001 - $100,000	—	—
COMMUNITY NATIONAL BANK	other	$15,001 - $50,000	—	—
U.S. DEPT OF EDUCATION	student loan	$10,001 - $15,000	—	—
VERIDIAN CREDIT UNION	mortgage	$100,001 - $250,000	—	—
VERIDIAN CREDIT UNION	mortgage	$50,001 - $100,000	—	—
COMMUNITY NATIONAL BANK	other	$15,001 - $50,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$218K

Healthcare$24K

Consumer Cyclical$56K

Consumer Defensive$24K

Technology$24K

Industrials$48K

Utilities$40K

Real Estate$56K

Energy$32K

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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).