C.A. DUTCH RUPPERSBERGER Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 14, 2013. Includes 34 assets and 2 liabilities.

Year:

2013 2012 2010

Est. Net Worth

$1.5M

2013 annual disclosure

Total Assets

$1.1M - $2.7M

34 assets

Total Liabilities

$265K - $550K

2 liabilities

Total Trades

From PTR filings

Trade Volume

$1.5M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2010	$2.8M
2012	$1.7M
2013	$1.5M

Assets by Category

Bank & Cash$550K (3)

Real Estate$375K (1)

ETFs$335K (18)

Mutual Funds$240K (6)

LLC / Partnership$175K (1)

Stocks$140K (3)

Other$108K (2)

Top Stock Holdings (from trades)

All Assets (34)

Asset	Type	Owner	Value	Income
AMEX SPDR (IRA)(SPY)	ETFs	Joint	$1,001 - $15,000	None
Bank of America(BAC)	Stocks	Joint	$15,001 - $50,000	Interest $201 - $1,000
Drey. Soc. Resp. GR (SEP IRA)	Mutual Funds	Joint	$100,001 - $250,000	None
Fidelity High Income Svc2 (SEP IRA)	Mutual Funds	Joint	N/A	None
GE (SEP IRA)(GE)	Stocks	Joint	$15,001 - $50,000	None
iShares Agency/Treasury Bonds (IRA)	ETFs	Joint	$50,001 - $100,000	None
Barclays TIPS (IRA)(TIP)	ETFs	Spouse	N/A	None
iShares Barclays TIPS(TIP)	ETFs	Spouse	$1,001 - $15,000	None
SPDR (IRA)	ETFs	Spouse	$15,001 - $50,000	None
iShares High-Yield Corp. Bond (IRA)(HYG)	ETFs	Spouse	$15,001 - $50,000	None
iShares Dow Jones US Real Estate (IRA)(IYR)	ETFs	Spouse	N/A	None
iShares MSCI Emerging Markets (IRA)(EEM)	ETFs	Spouse	N/A	None
iShares MSCI Emerging Markets (IRA)(EEM)	ETFs	Spouse	$1,001 - $15,000	None
iShares Russell 2000 (IRA)(IWM)	ETFs	Spouse	N/A	None
iShares Russell Midcap (IRA)(IWR)	ETFs	Spouse	N/A	None
MFS Sunlife Fixed/Variable Annuity (No specific holdings)	Other	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Pacific Life Variable Annuity (No specific holdings)	Other	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Nuveen Quality PDF (IRA)	Mutual Funds	Spouse	N/A	None
NW Fixed Account (Cash) (IRA)	Bank & Cash	Self	$250,001 - $500,000	None
NW Inv IT GOV Bond (SEP IRA)	Mutual Funds	Self	N/A	None
Powershares Dividend Achievers (IRA)(PFM)	ETFs	Spouse	N/A	None
Powershares Dividend Achievers (IRA)(PFM)	ETFs	Spouse	$15,001 - $50,000	None
Powershares Emerging Markets (IRA)	ETFs	Self	$15,001 - $50,000	None
Rupp & Assoc (S Corp) - State Bureau of Information, Inc.	LLC / Partnership	Self	$100,001 - $250,000	Dividends $50,001 - $100,000
SPDR DJ Wilshire REIT (IRA)	ETFs	Self	$1,001 - $15,000	None
SPDR Global Real Estate (IRA)	ETFs	Self	$15,001 - $50,000	None
Summit Beach #808 Ocean City, Md, US	Real Estate	Joint	$250,001 - $500,000	Rent $5,001 - $15,000
Summit Community Bank	Stocks	Spouse	$50,001 - $100,000	Interest $201 - $1,000
TDAM Ins. Dep. (IRA)	Bank & Cash	Spouse	N/A	None
TDAM Ins. Dep. (IRA)	Bank & Cash	Spouse	$100,001 - $250,000	None
Vanguard High Div. Yield ETF (IRA)	ETFs	Self	$15,001 - $50,000	None
Vanguard MSCI Emerging Mkt. (IRA)	ETFs	Self	$15,001 - $50,000	None
Vanguard Short Term Bond (IRA)	Mutual Funds	Self	$15,001 - $50,000	None
Vanguard US CAP (IRA)	Mutual Funds	Self	$15,001 - $50,000	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Provident Funding	mortgage	$250,001 - $500,000	—	—
Sun Trust Consumer Loans	other	$15,001 - $50,000	—	—

Trading Sector Allocation (from PTR trades)

Technology$16K

Financial Services$41K

Healthcare$16K

Real Estate$8K

Utilities$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).