CHARLES A. WILSON Net Worth & Financial Disclosure

house

Annual financial disclosure for 2009, filed May 13, 2009. Includes 79 assets and 1 liabilities.

Year:

2010 2009 2008

Est. Net Worth

$7.2M

2009 annual disclosure

Total Assets

$3M - $12.8M

79 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)

Other$3M (1)

Stocks$954K (49)

Mutual Funds$378K (13)

ETFs$221K (11)

Real Estate$175K (1)

Bank & Cash$175K (2)

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 (79)

Asset	Type	Owner	Value	Income
227 N. Lincoln Avenue Bridgeport, OH, US	Real Estate	Self	$100,001 - $250,000	Rent/Interest $2,501 - $5,000
Ariad Group Inc.(ARIA)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Andocs Limited	Stocks	Self	$1,001 - $15,000	None
American Eagle Outfitters(AEO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Apache Corp.(APA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	None
Applied Industrial Technologies(AIT)	Stocks	Joint	N/A	Dividends $1 - $200
Archer Daniels Midland(ADM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AstraZeneca PLC Sponsored ADR(AZN)	Stocks	Self	$1,001 - $15,000	None
AT&T Inc.(T)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Autodesk Inc.(ADSK)	Stocks	Joint	$1,001 - $15,000	Capital Gains $1 - $200
Bank of America(BAC)	Stocks	Joint	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
BB&T Corp(BBT)	Stocks	Self	$1,001 - $15,000	None
Best Buy Inc.(BBY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
BlackRock Global Allocation Fund	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
Bristol Myers Squibb(BMY)	Stocks	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
Burlington Northern Santa Fe	Stocks	Joint	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
Caterpillar Inc.(CAT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chevron Corp New (CVX)(CVX)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $5,001 - $15,000
Citigroup Inc.(C)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Constellation Brands Inc Cl A(STZ)	Stocks	Self	$15,001 - $50,000	None
Corning Inc.(GLW)	Stocks	Self	$50,001 - $100,000	None
Coventry Health Care Inc.(CVH)	Stocks	Self	$1,001 - $15,000	None
CVS Caremark Corp(CVS)	Stocks	Self	$1,001 - $15,000	None
Exxon Mobil Corp.(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Cash Reserves	Mutual Funds	Self	$15,001 - $50,000	Interest $1 - $200
Gateway Fund Cl A	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Harbor International	Mutual Funds	Self	N/A	Capital Gains $15,001 - $50,000
Hartford Financial Services Group(HIG)	Stocks	Self	N/A	None
Hewlett-Packard(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Hillenbrand Industries(HI)	Stocks	Self	N/A	None
Huntington Bank, Accounts	Bank & Cash	Self	$100,001 - $250,000	Interest $1 - $200
Huntington Bancshares Inc.(HBAN)	Stocks	Self	$250,001 - $500,000	Dividends/Capital Gains $15,001 - $50,000
Hussman Strategic Total Return	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares Russell Midcap ETF	ETFs	Self	N/A	Dividends $1 - $200
iShares TR MSCI EAFE Value Index FD	ETFs	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares TR Russell 2000 Index	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares TR Russell Value Index Fund	ETFs	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
ITT Corp.(ITT)	Stocks	Self	$1,001 - $15,000	None
Ivy Asset Strategy C/A	Mutual Funds	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Julius Baer International Instl	Mutual Funds	Self	N/A	Capital Gains $5,001 - $15,000
Leuthold Asset Allocation FD	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
McKinley Investment Group Accounts	Bank & Cash	Self	N/A	None
Mettler, Inc.	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
Microsoft Corp.(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Monsanto Co New(MON)	Stocks	Self	$1,001 - $15,000	None
Morgan Stanley Inst Tr Midcap Growth	Mutual Funds	Self	N/A	None
National Financial Services LLC - IRA	Retirement & Pension	Self	$1,000,001 - $5,000,000	None
Novartis AG ADR(NVS)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Nucor Corp.(NUE)	Stocks	Self	$15,001 - $50,000	None
Peabody Energy Corp(BTU)	Stocks	Self	$1,001 - $15,000	None
Philip Morris International Inc.(PM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PIMCO Total Return Institutional	Mutual Funds	Self	$50,001 - $100,000	Dividends/Cap Gains $5,001 - $15,000
PNC Financial Services Group(PNC)	Stocks	Self	$1,001 - $15,000	Dividends/Cap Gains $201 - $1,000
Procter & Gamble Co.(PG)	Stocks	Self	$1,001 - $15,000	Dividends/Cap Gains $2,501 - $5,000
Prudential Financial(PRU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
S&P 500 Depository Receipt(SPY)	ETFs	Self	$50,001 - $100,000	Dividends
Sector Industrial SPDR	ETFs	Self	N/A	Dividends $1 - $200
Select Sector Materials SPDR	ETFs	Self	N/A	Dividends
Shield Vineyards Inc.	Stocks	Self	$1,001 - $15,000	None
Spartan Intl Index Investor Class	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
St. Jude Medical Inc.(STJ)	Stocks	Self	$1,001 - $15,000	None
T. Rowe Price Group Inc.(TROW)	Stocks	Joint	N/A	None
Texas Instruments(TXN)	Stocks	Spouse	N/A	None
Toyota Motors Corp Spn ADR(TM)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Unit Corp.(UNT)	Stocks	Joint	N/A	None
United Technologies Corp(UTX)	Stocks	Joint	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Vanguard Bond Index Fund - Total Bond Market	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Vanguard Emerging Markets Vipers(VWO)	ETFs	Joint	N/A	None
Vanguard Index FDS - Vanguard Growth ETF(VUG)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Sector Index FDS - Vanguard Financials Vipers(VFH)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Sector Index FDS - Vanguard Utilities ETF(VPU)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Walt Disney(DIS)	Stocks	Joint	$1,001 - $15,000	None
Western Southern Life	Insurance	Joint	$1,001 - $15,000	Interest $1 - $200
Western Union Co.(WU)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Wilson Funeral & Furniture Co., Inc.	Other	Self	$1,000,001 - $5,000,000	Dividends/Rent $100,001 - $1,000,000
Wisdom Tree Int'l Smallcap Dividend Fund	Mutual Funds	Spouse	N/A	None
Wyeth(WYE)	Stocks	Self	N/A	Dividends/Capital Gains $15,001 - $50,000

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).