CHARLES A. WILSON Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed June 14, 2010. Includes 78 assets and 1 liabilities.

Year:

2010 2009 2008

Est. Net Worth

$7.6M

2010 annual disclosure

Total Assets

$3.4M - $13.3M

78 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

LLC / Partnership$3.1M (2)

Retirement & Pension$3M (1)

Stocks$1M (46)

Mutual Funds$648K (15)

ETFs$390K (10)

Bank & Cash$208K (2)

Insurance$8K (1)

Other$0 (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 (78)

Asset	Type	Owner	Value	Income
3M Company(MMM)	Stocks	Self	$15,001 - $50,000	None
Adolph Group Bridgeport, OH, US	LLC / Partnership	Self	$50,001 - $100,000	Rent/Interest $2,501 - $5,000
American Eagle Outfitters(AEO)	Stocks	Self	N/A	Dividends $1 - $200
American EuroPacific Growth Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Apache Corp.(APA)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Apple Inc.(AAPL)	Stocks	Self	$50,001 - $100,000	None
Archer Daniels Midland(ADM)	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Artisan Intl Value Fund Inv Cl	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
AstraZeneca PLC Sponsored ADR(AZN)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
AT&T Inc.(T)	Stocks	Self	N/A	Dividends $1 - $200
Autodesk Inc.(ADSK)	Stocks	Self	N/A	Dividends
Bank of America(BAC)	Stocks	Self	N/A	Dividends $1 - $200
BB&T Corp(BBT)	Stocks	Self	N/A	Dividends $1 - $200
Best Buy Inc.(BBY)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
BlackRock Global Allocation Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Bristol Myers Squibb(BMY)	Stocks	Self	N/A	Dividends $1,001 - $2,500
Burlington Northern Santa Fe Corp	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Caterpillar Inc.(CAT)	Stocks	Self	N/A	Dividends $201 - $1,000
Chevron Corp New(CVX)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Cisco Systems Inc.(CSCO)	Stocks	Self	$250,001 - $500,000	None
Chugach Inc.	Other	Self	N/A	Dividends $1 - $200
Constellation Brands Inc. Cl A(STZ)	Stocks	Self	N/A	None
Coventry Health Care Inc.(CVH)	Stocks	Self	N/A	None
CVS Caremark Corp(CVS)	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Exxon Mobil Corp.(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Cash Reserves	Mutual Funds	Self	$50,001 - $100,000	Interest $1 - $200
First Trust Exchange Traded Fund NY Arca Biotechnology Index(FBT)	ETFs	Self	$15,001 - $50,000	None
Gateway Fund Cl A	Mutual Funds	Self	N/A	Dividends $1 - $200
General Electric(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Hewlett-Packard(HPQ)	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Huntington Bank, Accounts	Bank & Cash	Self	$100,001 - $250,000	Interest $1 - $200
Huntington Bancshares Inc.(HBAN)	Stocks	Self	N/A	Dividends $201 - $1,000
Hussman Strategic Total Return	Mutual Funds	Self	N/A	None
Intl Business Mach(IBM)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
iShares iBoxx $ Investment Grade Corporate Bond ETF(LQD)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
iShares MSCI EAFE Value ETF(EFV)	ETFs	Self	N/A	Dividends $201 - $1,000
iShares Russell 2000 ETF(IWM)	ETFs	Self	N/A	Dividends $201 - $1,000
iShares Russell 1000 Value ETF(IWD)	ETFs	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
ITT Corp.(ITT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ivy Asset Strategy Fund Class A	Mutual Funds	Self	N/A	Capital Gains $1,001 - $2,500
Johnson & Johnson(JNJ)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
JPMorgan Chase & Co.(JPM)	Stocks	Self	N/A	Capital Gains $5,001 - $15,000
Leucadia Asset Allocation Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
McDonald's Corp.(MCD)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Microsoft Corp.(MSFT)	Stocks	Self	N/A	Dividends $1 - $200
Monsanto Co. New(MON)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Morgan Stanley Institutional Trust Midcap Growth Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
National Financial Services LLC - IRA	Retirement & Pension	Self	$1,000,001 - $5,000,000	None (Not Self Directed)
Novartis AG ADR(NVS)	Stocks	Self	N/A	Dividends $1 - $200
Nucor Corp.(NUE)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Peabody Energy Corp(BTU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pepsico Inc(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pfizer Inc(PFE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Philip Morris Intl Inc.(PM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Pimco Total Return Institutional	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
PNC Financial Services Group(PNC)	Stocks	Self	N/A	Dividends $1 - $200
Proctor & 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
S & P 500 Depository Receipt(SPY)	ETFs	Self	N/A	None
Sector Industrial SPDR(XLI)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
Shield Vineyards Inc.	Stocks	Self	N/A	None
Spartan Intl Index Investor Class	Mutual Funds	Self	N/A	Dividends $201 - $1,000
St. Jude Medical Inc.(STJ)	Stocks	Self	N/A	None
United Technologies Corp(UTX)	Stocks	Self	N/A	Dividends $1 - $200
Vanguard Bond Index Fund	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Total Bond Market FDS Vanguard	Mutual Funds	Self	N/A	Dividends $1 - $200
Vanguard FTSE All-World ex-US Vanguard Growth Vipers	ETFs	Self	N/A	Dividends $201 - $1,000
Vanguard Equity Index FDS	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Vanguard Sector Index Fds	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Vanguard Utilities ETF	ETFs	Self	$100,001 - $250,000	Dividends $201 - $1,000
Verizon Communications(VZ)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Walt Disney(DIS)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Wells Fargo Bank CD Zero Coupon	Bank & Cash	Self	$15,001 - $50,000	None
Western Southern Life	Insurance	Self	$1,001 - $15,000	Interest $1 - $200
Western Union Co.(WU)	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Wilson Funeral & Furniture Co.	LLC / Partnership	Self	$1,000,001 - $5,000,000	Dividends/Rent $100,001 - $1,000,000
Wisdom Tree Intl Smallcap Dividend Fund	ETFs	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Xerox Corp(XRX)	Stocks	Self	N/A	None

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).