C.A. DUTCH RUPPERSBERGER Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 9, 2012. Includes 52 assets and 1 liabilities.

Year:

2013 2012 2010

Est. Net Worth

$1.7M

2012 annual disclosure

Total Assets

$1.3M - $2.9M

52 assets

Total Liabilities

$250K - $500K

1 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

Retirement & Pension$727K (23)

Bank & Cash$408K (2)

Real Estate$375K (1)

Stocks$250K (11)

Mutual Funds$183K (8)

ETFs$116K (6)

Other$33K (1)

Top Stock Holdings (from trades)

All Assets (52)

Asset	Type	Owner	Value	Income
American Balanced Fund (IRA)	Retirement & Pension	Spouse	N/A	None
AMEX SPR Utilities ETF(XLU)	ETFs	Joint	$1,001 - $15,000	None
Bank of America(BAC)	Stocks	Spouse	$50,001 - $100,000	Interest $201 - $1,000
Bristol Myers Squibb(BMY)	Stocks	Spouse	N/A	None
Corporate Office Properties Trust(OFC)	Stocks	Spouse	N/A	None
Duke Energy Corp(DUK)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Eaton Vance TAD Income (IRA)	Retirement & Pension	Spouse	N/A	None
Fidelity Energy Svc2 (SEP IRA)	Retirement & Pension	Spouse	N/A	None
Fidelity Equity Income Fund (IRA)	Retirement & Pension	Spouse	N/A	None
Fidelity High Income SVC2 (SEP IRA)	Retirement & Pension	Spouse	$50,001 - $100,000	None
IR Capital Corp (IRA)	Retirement & Pension	Spouse	N/A	None
Gladstone Investment Corp(GAIN)	Stocks	Spouse	N/A	None
Growth Fund of America	Mutual Funds	Spouse	N/A	None
iShares Agency Treasury Bonds (IRA)	Retirement & Pension	Spouse	$15,001 - $50,000	None
iShares Barclays TIPS (IRA)	Retirement & Pension	Spouse	$1,001 - $15,000	None
iShares Barclays TIPS SPDR (IRA)	Retirement & Pension	Spouse	$50,001 - $100,000	None
iShares Dow Jones US Real Estate (IRA)	Retirement & Pension	Spouse	$15,001 - $50,000	None
iShares High Yield Corporate Bond (IRA)	Retirement & Pension	Spouse	$15,001 - $50,000	None
iShares MSCI Emerging Markets (IRA)	Retirement & Pension	Spouse	$50,001 - $100,000	None
iShares MSCI Emerging Markets (IRA)	Retirement & Pension	Spouse	$100,001 - $250,000	None
iShares MSCI Emerging Markets (IRA)	Retirement & Pension	Spouse	$15,001 - $50,000	None
iShares Russell 2000 (IRA)	ETFs	Self	$15,001 - $50,000	None
iShares Russell Midcap (IRA)	ETFs	Self	$50,001 - $100,000	None
JPM IT Mid Cap (SEP IRA)	Mutual Funds	Self	N/A	None
MFS Intl Intrinsic Value Ann. (No specific holdings) (SEP IRA)	Mutual Funds	Self	$50,001 - $100,000	Interest $1,001 - $2,500
AFS SunLife Fixed/Variable Annuity (No specific holdings)	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
MSCI EAFE Index (IRA)	Mutual Funds	Self	N/A	None
American Funds New Genesis Fund (IRA)	Mutual Funds	Self	N/A	None
Nuveen Quality PDF (IRA)	Mutual Funds	Self	$15,001 - $50,000	None
PNC Corp LG CAP (SEP IRA)(PNC)	Stocks	Self	N/A	None
NW Fixed Account (CASH) (IRA)	Bank & Cash	Self	$250,001 - $500,000	None
NW INT GOV Bond (SEP IRA)	Mutual Funds	Self	$50,001 - $100,000	None
Oracle Corp.(ORCL)	Stocks	Self	N/A	None
Powershares China (IRA)(PGJ)	ETFs	Self	N/A	None
Powershares DB (IRA)	ETFs	Self	N/A	None
PowerShares Dividend Achievers ETF (IRA)(PFM)	Retirement & Pension	Spouse	$1,001 - $15,000	None
PowerShares Dividend Achievers ETF (IRA)(PFM)	Retirement & Pension	Spouse	$15,001 - $50,000	None
PowerShares Emerging Markets Dividend Achievers ETF (IRA)(PID)	Retirement & Pension	Spouse	$15,001 - $50,000	None
Realty Income Corp - State Blind Trust (Collections)(O) Timonium, MD, US	Stocks	Spouse	$100,001 - $250,000	Dividends $50,001 - $100,000
Sector Select SPDR Fund	ETFs	Spouse	N/A	None
Spectra Energy Corp.(SE)	Stocks	Spouse	N/A	None
Staples Inc.(SPLS)	Stocks	Spouse	N/A	None
Summer Beach #608 Ocean City, MD, US	Real Estate	Joint	$250,001 - $500,000	Rent $5,001 - $15,000
Summit Community Bank	Bank & Cash	Spouse	$15,001 - $50,000	Interest $201 - $1,000
TDAM Ins. Dep. (IRA)	Retirement & Pension	Self	$50,001 - $100,000	None
TDAM Ins. Dep. (IRA)	Retirement & Pension	Self	$1,001 - $15,000	None
Teleflex Inc.(TFX)	Stocks	Spouse	N/A	None
US Government Money Market	Mutual Funds	Spouse	N/A	None
Vanguard US Large Cap (IRA)	Retirement & Pension	Spouse	$15,001 - $50,000	None
Vanguard US MID CAP (IRA)	Retirement & Pension	Self	N/A	None
Vanguard US SM CAP (IRA)	Retirement & Pension	Self	N/A	None
W & R Advisor High Income (IRA)	Retirement & Pension	Self	N/A	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Wells Fargo Home Mortgage	mortgage	$250,001 - $500,000	—	—

Trading Sector Allocation (from PTR trades)

Technology$16K

Financial Services$41K

Healthcare$16K

Real Estate$8K

Utilities$8K

C.A. DUTCH RUPPERSBERGER trades Wealthiest members Most active traders MD delegation Articles

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).