C. A. DUTCH RUPPERSBERGER Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 36 assets.

Year:

2011 2009 2008

Est. Net Worth

$1.7M

2009 annual disclosure

Total Assets

$976K - $2.5M

36 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$353K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$1.9M
2009	$1.7M
2011	$2.1M

Assets by Category

Mutual Funds$646K (13)

Retirement & Pension$421K (8)

Real Estate$375K (1)

Bank & Cash$140K (3)

Other$75K (1)

Stocks$33K (6)

Gov. Securities$16K (2)

ETFs$16K (2)

Top Stock Holdings (from trades)

Legg Mason, Inc. (IRA)LM

$33K

McCormick & Co. Inc. (IRA)MKC

$8K

SPDR GOLD Tr (IRA)GLD

$8K

All Assets (36)

Asset	Type	Owner	Value	Income
Agency & Treasury Bonds (IRA)	Retirement & Pension	Self	$15,001 - $50,000	None
American Balanced Fund (IRA)	Retirement & Pension	Spouse	$15,001 - $50,000	None
Bank of America(BAC)	Bank & Cash	Joint	$15,001 - $50,000	Interest $2,501 - $5,000
BJ SVCS CO (IRA)(BJS)	Retirement & Pension	Self	$1,001 - $15,000	None
Fidelity Contrafund (IRA)	Retirement & Pension	Self	$50,001 - $100,000	None
Fidelity Energy SVC2 (IRA)	Retirement & Pension	Self	$15,001 - $50,000	None
Fidelity Equity Income Fund (IRA)	Mutual Funds	Spouse	$15,001 - $50,000	None
First Mariner	Bank & Cash	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Ford Motor Co. (IRA)(F)	Stocks	Spouse	$1 - $1,000	None
Inflation Protected Tips (IRA)	Gov. Securities	Spouse	$1,001 - $15,000	None
Inflation Protected Tips	Gov. Securities	Spouse	$1,001 - $15,000	None
John J. Murphy Trust (Ferris, Baker, Watts)	Other	Spouse	$50,001 - $100,000	Dividends $5,001 - $15,000
Johnson & Johnson (IRA)(JNJ)	Stocks	Self	$1,001 - $15,000	None
Legg Mason Opp Trust (IRA)	Mutual Funds	Self	N/A	None
Legg Mason Special Investment Trust (IRA)	Mutual Funds	Self	N/A	None
Legg Mason Value Trust (IRA)	Mutual Funds	Self	N/A	None
Legg Mason, Inc. (IRA)(LM)	Stocks	Self	N/A	None
McCormick & Co. Inc. (IRA)(MKC)	Stocks	Self	$1,001 - $15,000	None
MFS Sun Life Financial Annuities (IRA)	Retirement & Pension	Self	$15,001 - $50,000	None
MFS Sun Life Financial (IRA)	Mutual Funds	Spouse	$15,001 - $50,000	None
MSCI Emerging Mkts (IRA)	Mutual Funds	Self	$1,001 - $15,000	None
Nea Bx Genesis Fund (IRA)	Mutual Funds	Self	$50,001 - $100,000	None
NW MNY Mkt Prime (IRA)	Mutual Funds	Self	$100,001 - $250,000	None
Power China (IRA)	Stocks	Self	$1,001 - $15,000	None
PowerShares DB (IRA)	ETFs	Self	$1,001 - $15,000	None
Rupp & Associates, Inc. 401K/IRA (Trust)	Retirement & Pension	Self	$100,001 - $250,000	Excepted Trust $50,001 - $100,000
SPDR GOLD TR (IRA)(GLD)	ETFs	Self	$1,001 - $15,000	None
Summer Beach #608 Ocean City, MD, US	Real Estate	Joint	$250,001 - $500,000	Rent $2,501 - $5,000
Summit Community Bank	Bank & Cash	Spouse	$50,001 - $100,000	Interest $201 - $1,000
TDAM MNY Mkt (IRA)	Mutual Funds	Spouse	$1,001 - $15,000	None
TDAM MNY Mkt (IRA)	Mutual Funds	Self	$100,001 - $250,000	None
Vanguard LRG CAP (IRA)	Mutual Funds	Self	$15,001 - $50,000	None
Vanguard MSCI US Mid CAP (IRA)	Mutual Funds	Self	$15,001 - $50,000	None
Vanguard MSCI US Mid CAP (IRA)	Mutual Funds	Self	$50,000 - $100,000	None
Vanguard SM Cap (IRA)	Retirement & Pension	Self	$15,001 - $50,000	None
Varian Medical Systems Inc. (IRA)(VAR)	Stocks	Self	$1,001 - $15,000	None

Trading Sector Allocation (from PTR trades)

Consumer Defensive$8K

Basic Materials$8K

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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).