CHARLES A. WILSON Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 52 assets and 1 liabilities.

Year:

2010 2009 2008

Est. Net Worth

$7.2M

2008 annual disclosure

Total Assets

$3.1M - $12.8M

52 assets

Total Liabilities

$500K - $1M

1 liabilities

Total Trades

102

From PTR filings

Trade Volume

$3.3M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$7.2M
2009	$7.2M
2010	$7.6M

Assets by Category

Retirement & Pension$3M (1)

LLC / Partnership$3M (1)

Stocks$1.1M (32)

Mutual Funds$408K (9)

Bank & Cash$183K (2)

Real Estate$175K (1)

ETFs$114K (5)

Insurance$8K (1)

Top Stock Holdings (from trades)

WyethWYE

$750K

iShares TR MSCI Emerging Markets Index FundEEM

$140K

Vanguard Emerging Mkts ViprsVWO

$75K

iShares MSCI Emerging Markets Index FundEEM

$75K

All Assets (52)

Asset	Type	Owner	Value	Income
Accenture LTD Bermuda CLA(ACN)	Stocks	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
Adolph Group Lima, OH, US	Real Estate	Self	$100,001 - $250,000	Rent/Interest $2,501 - $5,000
Alcatel Lucent Spn ADR(ALU)	Stocks	Self	N/A	None
Anita Group Inc.	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Bristol Myers Squibb(BMY)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Capital One Financial Corp(COF)	Stocks	Self	N/A	Dividends $1 - $200
Chevron Corp New(CVX)	Stocks	Spouse	$15,001 - $50,000	Dividends/Cap Gains $1,001 - $2,500
Citigroup Inc.(C)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Corning Inc.(GLW)	Stocks	Self	$1,001 - $15,000	None
Eaton Vance Floating Rate High Income	Mutual Funds	Self	N/A	Dividends $1,001 - $2,500
Exxon Mobil Corp.(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Cash Reserves	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
First Data Corp.(FDC)	Stocks	Self	N/A	Dividends/Cap Gains $2,501 - $5,000
General Electric Co.(GE)	Stocks	Self	N/A	Dividends $201 - $1,000
Harbor International	Mutual Funds	Spouse	$50,001 - $100,000	Dividends/Cap Gains $2,501 - $5,000
Hewlett-Packard(HPQ)	Stocks	Self	$15,001 - $50,000	None
Hillenbrand Industries(HI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Huntington Bank Accounts	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000
Huntington Bancshares Inc.(HBAN)	Stocks	Self	$250,001 - $500,000	Dividends/Cap Gains $16,001 - $50,000
Ingersoll Rand Co LTD SHS A(IR)	Stocks	Self	N/A	Dividends/Cap Gains $5,001 - $15,000
iShares Trust Russell 2000 Index(IWM)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
iShares Trust Russell Value Index(IWD)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Julius Baer International Institutional	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $5,001 - $15,000
Kellogg Company(K)	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
McKinley Investment Group Accounts	Bank & Cash	Self	$1,001 - $15,000	Interest $1,001 - $2,500
Meritec, Inc.	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Microsoft Corp.(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Morgan Stanley Institutional Trust Midcap Growth Institutional	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Northern Financial Services LLC - IRA	Retirement & Pension	Self	$1,000,001 - $5,000,000	Not Self Directed
Novartis AG ADR(NVS)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Omnicom Group(OMC)	Stocks	Self	N/A	Dividends $1 - $200
Pimco Total Return Institutional	Mutual Funds	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
PNC Financial Services Group(PNC)	Stocks	Self	$1,001 - $15,000	None
Procter & Gamble Co.(PG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Prudential Financial(PRU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Royce Premier Fund Inv Cl	Mutual Funds	Self	N/A	Capital Gains $5,001 - $15,000
Sector Industrial SPDR(XLI)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
Select Sector Materials SPDR(XLB)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Sky Financial Group, Inc.	Stocks	Self	N/A	Dividends $5,001 - $15,000
Tamarack Micro Cap Value CL	Mutual Funds	Self	N/A	None
Texas Instruments(TXN)	Stocks	Self	$1,001 - $15,000	None
Toyota Motors Corp Spon ADR(TM)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
United Technologies Corp(UTX)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Vanguard Bond Index Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Vanguard Sector Index Fds - Vanguard Utilities ETF	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Walt Disney(DIS)	Stocks	Self	$15,001 - $50,000	None
Washington Mutual Inc.(WM)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Western & Southern Life	Insurance	Self	$1,001 - $15,000	Interest $1 - $200
Western Union Co.(WU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wilson Funeral & Furniture Co., Inc.	LLC / Partnership	Self	$1,000,001 - $5,000,000	Dividends/Rent $100,001 - $1,000,000
Wyeth(WYE)	Stocks	Self	$50,001 - $100,000	Dividends $5,001 - $15,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Huntington Bank	mortgage	$500,001 - $1,000,000	—	—

Trading Sector Allocation (from PTR trades)

Industrials$48K

Communication Services$32K

Technology$300K

Financial Services$834K

Utilities$8K

Banking$16K

Healthcare$65K

Consumer Defensive$8K

CHARLES A. WILSON trades Wealthiest members Most active traders OH 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).