Dave Camp Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 7, 2014. Includes 378 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$27.7M

2013 annual disclosure

Total Assets

$12.2M - $44M

378 assets

Total Liabilities

$260K - $515K

2 liabilities

Total Trades

913

From PTR filings

Trade Volume

$20.7M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$6.6M
2009	$4.3M
2010	$7.7M
2011	$8.5M
2011	$8.6M
2012	$7.5M
2012	$8M
2013	$14.7M
2013	$19.8M
2013	$27.7M

Assets by Category

Retirement & Pension$15.7M (36)

Stocks$7.5M (264)

Mutual Funds$1.9M (19)

Other$1.8M (32)

ETFs$814K (21)

Bank & Cash$183K (2)

Gov. Securities$183K (4)

Top Stock Holdings (from trades)

Hain Celestial Grp Inc.HAIN

$179K

All Assets (378)

Asset	Type	Owner	Value	Income
3M Co. 4.375% Corporate Bond	Other	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Abbott Laboratories(ABT)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $15,001 - $50,000
Abbott Labs 5.15% Corporate Bond	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Air Products & Chemicals(APD)	Stocks	Self	N/A	Dividends $201 - $1,000
Allergan Inc.(AGN)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
American Express(AXP)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
American Tower REIT(AMT)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
American Water Works(AWK)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Apple Computer Inc.(AAPL)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $5,001 - $15,000
Automatic Data Process(ADP)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $2,501 - $5,000
B.J. Keil Trust - American Express(AXP)	Stocks	Self	$1,001 - $15,000	None
B.J. Keil Trust - American Tower REIT(AMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
B.J. Keil Trust - American Water Works(AWK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
B.J. Keil Trust - Apple Computer Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
B.J. Keil Trust - Boeing Co.(BA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
B.J. Keil Trust - Bristol-Myers Squibb(BMY)	Stocks	Self	$1,001 - $15,000	None
B.J. Keil Trust - Caterpillar Inc.(CAT)	Stocks	Self	$15,000 - $50,000	Dividends $1 - $200
Inherited IRAs - Money Market Funds (party)	Retirement & Pension	Self	$5,000,001 - $25,000,000	Interest $201 - $1,000
Dwight Co. - Church & Dwight Co.(CHD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
B.J. Keil Trust - Coca Cola Co(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
B.J. Kell Trust - Costco Wholesale Corp.(COST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
B.J. Kell Trust - Diageo PLC ADR(DEO)	Stocks	Self	$1,001 - $15,000	None
B.J. Kell Trust - Ecolab Inc.(ECL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
B.J. Kell Trust - Equinix Inc.(EQIX)	Stocks	Self	$1,001 - $15,000	None
B.J. Kell Trust - Ford Motor Co.(F)	Stocks	Self	$1,001 - $15,000	None
B.J. Kell Trust - Freeport-McMoRan Inc.(FCX)	Stocks	Self	$1,001 - $15,000	None
B.J. Kell Trust - Google Inc. Cl A(GOOGL)	Stocks	Self	$1,001 - $15,000	None
B.J. Kell Trust - Hain Celestial Group Inc.(HAIN)	Stocks	Self	$15,001 - $50,000	None
B.J. Kell Trust - iShares MSCI EAFE Index ETF(EFA)	ETFs	Self	$50,001 - $100,000	None
B.J. Kell Trust - McDonalds Corp.(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
B.J. Kell Trust - Monsanto Co.(MON)	Stocks	Self	$1,001 - $15,000	None
B.J. Kell Trust - National Oilwell Varco Inc.(NOV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
B.J. Kell Trust - Nestle SA ADR(NSRGY)	Stocks	Self	$1,001 - $15,000	None
B.J. Keil Trust - Nike Inc.(NKE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
B.J. Keil Trust - Prudential Financial Inc.(PRU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
B.J. Keil Trust - Qualcomm Inc.(QCOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
B.J. Keil Trust - SPDR S&P 500 ETF Trust(SPY)	ETFs	Self	$50,001 - $100,000	None
B.J. Keil Trust - Union Pacific Corp.(UNP)	Stocks	Self	$1,001 - $15,000	None
B.J. Keil Trust - Vanguard MSCI Emerging Markets	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
B.J. Keil Trust - VISA Inc. Cl A(V)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
B.J. Keil Trust - Wells Fargo & Co.(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
C.J. Keil Trust - Weyerhaeuser Co.(WY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ball Corp.(BALL)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Berkshire Hathaway Fin 2.45% Corporate Bond	Other	Self	$50,001 - $100,000	Interest $201 - $1,000
Berkshire Hathaway Fin 5.0% Corporate Bond	Other	Self	$100,001 - $250,000	Interest $2,501 - $5,000
Boeing Co.(BA)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Bristol-Myers Squibb(BMY)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Caterpillar Finance Serv 2.0% corporate bond	Other	Self	$15,001 - $50,000	Interest $1 - $200
Caterpillar Inc.(CAT)	Stocks	Self	$50,001 - $100,000	Dividends/Cap Gains $5,001 - $15,000
Chemical Financial(CHFC)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Chevron Corp. 3.95% corporate bond	Other	Self	N/A	Interest $2,501 - $5,000
Church & Dwight Co.(CHD)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Cisco Systems(CSCO)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Coca Cola Co(KO)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Colgate Palmolive 4.2% corporate bond	Other	Self	$100,001 - $250,000	Interest $2,501 - $5,000
Colgate Palmolive Co.(CL)	Stocks	Self	$15,001 - $50,000	Dividends/Cap Gains $5,001 - $15,000
Comerica Inc.(CMA)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Costco Wholesale Corp.(COST)	Stocks	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
Cummins Inc.(CMI)	Stocks	Self	$50,001 - $100,000	None
CVS Caremark Corp.(CVS)	Stocks	Self	$15,001 - $50,000	Dividends/Cap Gains $1,001 - $2,500
Deere & Co.(DE)	Stocks	Self	$15,001 - $50,000	Dividends/Cap Gains $15,001 - $50,000
Diageo PLC ADR(DEO)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Dow 40 (Ick) - AGWI Ex US IM NL R	Mutual Funds	Self	N/A	Capital Gains $5,001 - $15,000
Dow 40 (Ick) - Interest Income Fund	Mutual Funds	Self	N/A	Interest $1,001 - $2,500
Dow Chemical(DOW)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
E I DuPont 4.125% Corporate Bond	Other	Self	$50,001 - $100,000	None
Ecolab Inc.(ECL)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Edwards Lifesciences(EW)	Stocks	Self	$15,001 - $50,000	None
Eli Lilly & Co. 4.2% Corporate Bond(LLY)	Other	Self	$15,001 - $50,000	Interest $201 - $1,000
Energy Transfer Equity(ETE)	Stocks	Self	N/A	Capital Gains $15,001 - $50,000
Equinix Inc.(EQIX)	Stocks	Self	$15,001 - $50,000	None
Estee Lauder Cl A(EL)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Express Scripts Inc Cl A(ESRX)	Stocks	Self	$15,001 - $50,000	None
Exxon Mobil Corp(XOM)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Facebook Inc. Cl A(META)	Stocks	Self	$1,001 - $15,000	None
Federal Govt Obligations - Cash/MMF	Mutual Funds	Self	$500,001 - $1,000,000	Dividends $1 - $200
FedEx Corp.(FDX)	Stocks	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
Ford Interest Advantage	Mutual Funds	Self	$250,001 - $500,000	Interest $2,501 - $5,000
Ford Motor Co.(F)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Ford Motor Credit 7.0% Corporate Bond	Other	Self	$50,001 - $100,000	None
Freeport-McMoRan(FCX)	Stocks	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
General Electric Cap Corp 2.1% Corporate Bond	Other	Self	$15,001 - $50,000	Interest $201 - $1,000
General Electric Co.(GE)	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
General Motors Co. 5.0% Corporate Bond	Other	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Gentex Corp.(GNTX)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Google Inc. Cl A(GOOGL)	Stocks	Self	$15,001 - $50,000	Capital Gains $201 - $1,000
H J Heinz Co.(HNZ)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Hain Celestial Grp Inc.(HAIN)	Stocks	Self	$15,001 - $50,000	None
Home Depot Inc.(HD)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
IBM(IBM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
IBM Corp. 0.875% Corporate Bond	Other	Self	$50,001 - $100,000	Interest $201 - $1,000
IBM Intl Grp Cap 5.05% Corporate Bond	Other	Self	N/A	Interest $2,501 - $5,000
Intel(INTC)	Stocks	Self	N/A	Capital Gains $15,001 - $50,000
IRA Shares Barclays 1-3 Yr Treasury Bond	Retirement & Pension	Self	$15,001 - $50,000	Interest $1 - $200
Barclays Agency Bond Fund ETF	ETFs	Self	$15,001 - $50,000	Interest $1 - $200
IRA Shares Barclays MBS ETF	Retirement & Pension	Self	$15,001 - $50,000	Interest $201 - $1,000
IRA Shares DJ US Total Comm Sec. Ind Fd	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $1 - $200
IRA Shares S&P Preferred Stock	Retirement & Pension	Self	$15,001 - $50,000	Interest $201 - $1,000
IRA Shares S&P Smallcap 600 Growth Ind Fd	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
IRA Shares S&P Smallcap 600 Value Ind Fd	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
CR Shares TR Barclays 1-3 Yr Credit	Mutual Funds	Self	N/A	Capital Gains $201 - $1,000
IRA Shares TR Barclays Inter Cr	Retirement & Pension	Self	N/A	Capital Gains $1,001 - $2,500
IRA Shares TR Midea 400 Growth Ind Fd	Retirement & Pension	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
IRA Shares TR MidCap 400 Value Index Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
IRA JP Morgan EM ETF	ETFs	Self	$50,001 - $100,000	Interest $201 - $1,000
IRA Money Market/Cash Balance	Bank & Cash	Self	$1,001 - $15,000	None
IRA Pimco 1-5 Yr US TIPS ETF(STPZ)	ETFs	Self	$1,001 - $15,000	Interest $1 - $200
IRA Powershares EM Mkt ETF	ETFs	Self	$15,001 - $50,000	Interest/Capital Gains $1,001 - $2,500
IRA Sector SPDR TR Consumer Discretionary(XLY)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
IRA Sector SPDR TR Consumer Staples(XLP)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
IRA Sector SPDR TR Energy(XLE)	ETFs	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
IRA Sector SPDR TR Financial(XLF)	ETFs	Self	$50,001 - $100,000	Dividends/Capital Gains $201 - $1,000
IRA Sector SPDR TR Health Care(XLV)	ETFs	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
IRA Sector SPDR TR Industrial(XLI)	ETFs	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
IRA Sector SPDR TR Materials(XLB)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
IRA Sector SPDR TR Technology(XLK)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
IRA Sector SPDR TR Utilities(XLU)	ETFs	Self	N/A	Capital Gains $201 - $1,000
IRA SPDR Series Trust Barclays Capital High Yield Bond ETF(JNK)	ETFs	Self	$15,001 - $50,000	Interest/Capital Gains $2,501 - $5,000
iShares MSCI Emerging Markets ETF(EEM)	ETFs	Self	$50,001 - $100,000	Capital Gains $1,001 - $2,500
IRA Vanguard Index Funds REIT ETF(VNQ)	ETFs	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
IRA Vanguard Intermediate Term Corporate Bond	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
IRA Vanguard MSCI EAFE ETF(VEA)	ETFs	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
IRA Vanguard Short Term Corporate Bond ETF	Mutual Funds	Self	$50,001 - $100,000	Interest $201 - $1,000
ITC Holdings Corp.(ITC)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $15,001 - $50,000
John Deere Capital Corp 1.8% Corporate Bond	Other	Self	$15,001 - $50,000	Interest $201 - $1,000
John Deere Capital Corp 5.15% Corporate Bond	Other	Self	$50,001 - $100,000	Interest $2,501 - $5,000
Kell Dodd IRA - Allergan Inc.(AGN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Dodd IRA - American Express(AXP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Dodd IRA - American Tower REIT(AMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Dodd IRA - American Water(AWK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Dodd IRA - Apple Computer Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Inc. 2.45% Corporate Bond	Other	Self	$15,001 - $50,000	Interest $1 - $200
Boeing Co.(BA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bristol-Myers Squibb(BMY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Caterpillar Finance Services 2.0% Corporate Bond	Other	Self	$15,001 - $50,000	Interest $1 - $200
Caterpillar Inc.(CAT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Church & Dwight Co.(CHD)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Coca-Cola Co.(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Costco Wholesale(COST)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cummins Inc.(CMI)	Stocks	Self	$1,001 - $15,000	None
Diageo PLC ADR(DEO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
EI DuPont(DD)	Stocks	Self	$15,001 - $50,000	None
EI DuPont 4.125% Corporate Bond	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Edwards Lifesciences(EW)	Stocks	Self	$1,001 - $15,000	None
Keli Decd IRA - Equinix Inc.(EQIX)	Retirement & Pension	Self	$1,001 - $15,000	None
Keli Decd IRA - Facebook Inc.(META)	Retirement & Pension	Self	$1,001 - $15,000	None
Keli Decd IRA - Federated Govt Obligations Fund (transferred from Dow 401k)	Retirement & Pension	Self	$100,001 - $250,000	Dividends $1 - $200
Keli Decd IRA - Ford Motor Co.(F)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Keli Decd IRA - Ford Motor Company Bond	Retirement & Pension	Self	$50,001 - $100,000	Interest $1 - $200
Keli Decd IRA - Freeport McMoRan(FCX)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Keli Decd IRA - General Electric(GE)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Keli Decd IRA - General Electric Co. 5.00% Bond	Retirement & Pension	Self	$50,001 - $100,000	Interest $1 - $200
Keli Decd IRA - Google Inc. Cl A(GOOGL)	Retirement & Pension	Self	$1,001 - $15,000	None
Keli Decd IRA - Hain Celestial Grp Inc.(HAIN)	Retirement & Pension	Self	$1,001 - $15,000	None
Keli Decd IRA - Home Depot Inc.(HD)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Keli Decd IRA - IBM Corp.(IBM)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Keli Decd IRA - IBM Corp. 6.5% Corporate Bond	Retirement & Pension	Self	$15,001 - $50,000	Interest $201 - $1,000
Keli Decd IRA - ITC Holdings Corp.(ITC)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Ded IRA - McDonalds Corp.(MCD)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Ded IRA - Monsanto Co.(MON)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Ded IRA - Nestle SA ADR(NSRGY)	Retirement & Pension	Self	$1,001 - $15,000	None
Kell Ded IRA - Nike Inc.(NKE)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Ded IRA - Oracle Corp.(ORCL)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Ded IRA - Peabody Energy Inc.(BTU)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Ded IRA - Perrigo Co.(PRGO)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Ded IRA - Prudential Financial Inc.(PRU)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Ded IRA - Qualcomm Inc.(QCOM)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Ded IRA - Schlumberger Ltd.(SLB)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Ded IRA - Union Pacific Corp.(UNP)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Ded IRA - United Parcel Service 4.5% corporate bond	Other	Self	$50,001 - $100,000	None
Kell Ded IRA - Visa Inc Cl A(V)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Ded IRA - Walt Disney Co.(DIS)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Keli Deed IRA - Wells Fargo & Co.(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Keli Deed IRA - Weyerhaeuser(WY)	Stocks	Self	$1,001 - $15,000	Dividends/Cap Gains $1 - $200
Keli Deed IRA - Abbott Laboratories(ABT)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Keli Generation Trust - Bank of America Corp.(BAC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Keli Generation Trust - Brighton MI Rd Wtr Supply Corp. Brighton, MI, US	Other	Self	$15,001 - $50,000	Interest $201 - $1,000
Keli Generation Trust - Byron Center MI Public Schools Byron Center, MI, US	Other	Self	$50,001 - $100,000	Interest $201 - $1,000
Keli Generation Trust - Cisco Systems(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Keli Generation Trust - Coca Cola Co.(KO)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Keli Generation Trust - Cognizant Technology Solutions(CTSH)	Stocks	Self	$50,001 - $100,000	None
Keli Generation Trust - Comcast Corp.(CMCSA)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Keli Generation Trust - Danaher Corp.(DHR)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Keli Generation Trust - Dodge & Cox International Stock	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Keli Generation Trust - EMC Corp.(EMC)	Stocks	Self	$15,001 - $50,000	None
Keli Generation Trust - Exxon Corp.(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Express Scripts Inc.(ESRX)	Stocks	Self	$15,001 - $50,000	None
Scripps Inc.(SSP)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Exxon Mobil Corp.(XOM)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Mobil Corp.	Stocks	Self	$50,001 - $100,000	Interest $1 - $200
Federal Tax Free Muni	Mutual Funds	Self	$100,001 - $250,000	Interest $1 - $200
Fiserv(FI)	Stocks	Self	$15,001 - $50,000	None
General Mills Inc.(GIS)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Genuine Parts Co.(GPC)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Genentech Inc.	Stocks	Self	$15,001 - $50,000	Interest $201 - $1,000
Hewlett Packard Co.(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Invesco Ltd.(IVZ)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Jacobs Engineering(J)	Stocks	Self	$1,001 - $15,000	None
Johnson & Johnson(JNJ)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Johnson Controls Inc.(JCI)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Marsh & McLennan Cos Inc.(MMC)	Stocks	Self	$15,001 - $50,000	Interest $201 - $1,000
Schlumberger(SLB)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Lazard Emerging Markets	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Kell Generation Trust - McDonalds Corp.(MCD)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Kell Generation Trust - National Fuel Gas Co NJ(NFG)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Kell Generation Trust - NRG Energy Inc.(NRG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Kell Generation Trust - Northville	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Kell Charter Twp	Other	Self	$50,001 - $100,000	Dividends $201 - $1,000
Kell Generation Trust - Oppenheimer Intl Growth Fund Cl Y	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Kell Generation Trust - Oracle Corp.(ORCL)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Kell Generation Trust - Phillips 66(PSX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Generation Trust - Procter & Gamble Co.(PG)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Kell Generation Trust - Simon Property Group Inc (REIT)(SPG)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Banc of America - Sterling Heights MI Limited Tax Sterling Heights, MI, US	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Kell Generation Trust - Suntrust Banks Inc(STI)	Stocks	Self	N/A	Interest/Cap Gains $2,501 - $5,000
Kell Generation Trust - United Technologies Corp. Com(UTX)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Kell Generation Trust - Vanguard Financial ETF	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Kell Generation Trust - Vanguard Institutional Value Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Kell Generation Trust - Verizon Communications(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kell Generation Trust - Xcel Energy(XEL)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Kell Generation Trust - Waste Management Inc.(WM)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Kell Generation Trust - Wal-Mart Stores Inc.(WMT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Kell Generation Trust - Zimmer Holdings Inc.(ZBH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kellogg Company(K)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Kinder Morgan Inc.(KMI)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Laboratory Corp. of America(LH)	Stocks	Self	$1,001 - $15,000	None
Massachusetts State Government Securities	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
McDonald's Corp.(MCD)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Medtronic Inc. 4.5% Corporate Bond	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Microsoft Corp.(MSFT)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Monsanto Co.(MON)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
National Oilwell Varco(NOV)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Neste SA ADR(NTOIY)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
NextEra Energy Inc.(NEE)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Nike Inc.(NKE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
North Carolina St Pub Imp Ser B	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Occidental Petroleum(OXY)	Stocks	Self	N/A	Dividends $201 - $1,000
Oracle Corp.(ORCL)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Paychex Inc.(PAYX)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Peabody Energy Inc.(BTU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pepsico Inc.(PEP)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Perrigo Co.(PRGO)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
PetSmart Inc.(PETM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pfizer Inc.(PFE)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
PPG Industries(PPG)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Procter & Gamble 1.275% Corporate Bond	Other	Self	N/A	Interest $1,001 - $2,500
Procter & Gamble Co.(PG)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $15,001 - $50,000
Prudential Financial Inc.(PRU)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Qualcomm Inc.(QCOM)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
R.M. Kell Trust - Accenture PLC (Ireland ADR)(ACN)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
R.M. Kell Trust - AGL Resources Inc. (Inherited)(GAS)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
R.M. Kell Trust - Allergan Inc. (Partly Inherited)(AGN)	Stocks	Self	$1 - $15,000	Dividends/Capital Gains $1,001 - $2,500
R.M. Kell Trust - American Express (Partly Inherited)(AXP)	Stocks	Self	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
R.M. Kell Trust - American Tower Corp.(AMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
R.M. Kell Trust - American Water Works (Inherited)(AWK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
R.M. Kell Trust - Anheuser-Busch InBev(BUD)	Stocks	Self	$15,001 - $50,000	None
R.M. Kell Trust - Apple Computer(AAPL)	Stocks	Self	$50,001 - $100,000	Dividends/Capital Gains $15,001 - $50,000
R.M. Kell Trust - AT&T Inc. (New)(T)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Automatic Data Processing Inc.(ADP)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $5,001 - $15,000
Bank of New York Mellon Corp.(BK)	Stocks	Self	N/A	Dividends $201 - $1,000
Boeing Co.(BA)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
BRE Properties Inc. Cl A(BRE)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Bristol-Myers Squibb Co.(BMY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Broadridge Financial Solutions Inc.(BR)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Clorox Co.(CLX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Caterpillar Inc.(CAT)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Chesapeake Energy Corp. Com New(CHK)	Stocks	Self	$50,001 - $100,000	Interest $201 - $1,000
Church & Dwight Co.(CHD)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Cisco Systems Inc.(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Citrix Systems Inc.(CTXS)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Coach, Inc.(COH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Coca Cola Co(KO)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $15,001 - $50,000
ConocoPhillips(COP)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Costco(COST)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Cullen/Frost Bankers Inc.(CFR)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cummins Inc.(CMI)	Stocks	Self	$15,001 - $50,000	None
Diageo PLC ADR (partly inherited)(DEO)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Dodge & Cox Stock Fund #45 (inherited)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Duke Energy(DUK)	Stocks	Self	N/A	None
Ecobal Inc.	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Edwards Lifesciences(EW)	Stocks	Self	$1,001 - $15,000	None
EMC Corp(EMC)	Stocks	Self	$1,001 - $15,000	None
Emerson Electric(EMR)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Energy Transfer Equity LP(ET)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $5,001 - $15,000
Equinix Inc.(EQIX)	Stocks	Self	$1,001 - $15,000	None
Exxon Corp.(XOM)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Express Scripts Inc. Cl A(ESRX)	Stocks	Self	$15,001 - $50,000	Capital Gains $2,501 - $5,000
Exxon Mobil Corp.(XOM)	Stocks	Joint	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
FedEx Corp.(FDX)	Stocks	Self	N/A	Dividends $201 - $1,000
Fidelity Low Priced Stock Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Fiserv Inc.(FI)	Stocks	Self	$15,001 - $50,000	Capital Gains $2,501 - $5,000
Ford Motor Co.(F)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Freeport-McMoRan(FCX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
General Electric Co.(GE)	Stocks	Joint	N/A	Dividends/Capital Gains $1,001 - $2,500
General Mills Inc.(GIS)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Google Inc. Cl A(GOOGL)	Stocks	Joint	$15,001 - $50,000	Capital Gains $201 - $1,000
Graeco Inc.	Other	Spouse	$1,001 - $15,000	None
Hain Celestial Group Inc.(HAIN)	Stocks	Spouse	$1,001 - $15,000	None
Home Depot Inc.(HD)	Stocks	Joint	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Honeywell International Inc.(HON)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Illinois Tool Works Inc.(ITW)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
International Business Machines Corp.(IBM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
ITC Holdings Corp.(ITC)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Johnson & Johnson(JNJ)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Kinder Morgan Inc.(KMI)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Kraft Foods Inc. (now Mondelez International Inc.)(MDLZ)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
L-3 Communications Holdings Inc.(LHX)	Stocks	Self	N/A	Dividends $201 - $1,000
Lazard Emerging Markets Income Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Marathon Oil Corp.(MRO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Marathon Petroleum Corp.(MPC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Marsh & McLennan Companies Inc.(MMC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Mastercard Inc. Class A(MA)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
R.M. Kell Trust - McDonalds Corp.(MCD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
R.M. Kell Trust - Merck & Co. Inc.(MRK)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
R.M. Kell Trust - Microsoft Corp.(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
R.M. Kell Trust - Mondelez Intl Inc. Cl A (formerly Kraft Foods Inc.)(MDLZ)	Stocks	Self	$1,001 - $15,000	None
R.M. Kell Trust - Monsanto Co.(MON)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
R.M. Kell Trust - National Oilwell Varco(NOV)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
R.M. Kell Trust - National Oilwell Varco SA ADR(NOV)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
R.M. Kell Trust - NextEra Energy Inc.(NEE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
R.M. Kell Trust - Nike Inc.(NKE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
R.M. Kell Trust - Norfolk Southern Corp.(NSC)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
R.M. Kell Trust - Oppenheimer Intl Growth Fund Cls A	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
R.M. Kell Trust - Oracle Corp.(ORCL)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
R.M. Kell Trust - O'Reilly Automotive Inc.(ORLY)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
R.M. Kell Trust - Peabody Energy Inc.(BTU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
R.M. Keil Trust - Parigo Co.(PRGO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
R.M. Keil Trust - Petsmart Inc.(PETM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
R.M. Keil Trust - Philip Morris Intl Inc.(PM)	Stocks	Self	N/A	Dividends $1,001 - $2,500
R.M. Keil Trust - Phillips 66 (spn off of Conocophillips)(PSX)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
R.M. Keil Trust - Praxair Inc.(PX)	Stocks	Self	N/A	Capital Gains $201 - $1,000
R.M. Keil Trust - Procter & Gamble Co. (Inherited)(PG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
R.M. Keil Trust - Progressive Corp.(PGR)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
R.M. Keil Trust - Prudential Financial Inc.(PRU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
R.M. Keil Trust - Qualcomm Inc.(QCOM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
R.M. Keil Trust - Quest Diagnostics Inc.(DGX)	Stocks	Self	$1,001 - $15,000	None
R.M. Keil Trust - Roche Holdings Ltd. (Inherited)(RHHBY)	Stocks	Self	N/A	Dividends $201 - $1,000
R.M. Keil Trust - Schein Henry(HSIC)	Stocks	Self	$1,001 - $15,000	None
R.M. Keil Trust - Sherwin Williams(SHW)	Stocks	Self	$1,001 - $15,000	None
R.M. Keil Trust - Sigma Aldrich Corp., partly inherited(SIAL)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
R.M. Keil Trust - Smucker JM Co., New(SJM)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
R.M. Keil Trust - Spectra Energy Corp., New(SE)	Stocks	Self	N/A	Dividends $201 - $1,000
R.M. Keil Trust - Staples Inc., Inherited(SPLS)	Stocks	Self	N/A	Dividends $201 - $1,000
R.M. Keil Trust - Starbucks Corp., Inherited(SBUX)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $15,001 - $50,000
R.M. Keil Trust - Sysco Corp., Inherited(SYY)	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
R.M. Keil Trust - T Rowe Price Group Inc., Inherited(TROW)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
R.M. Keil Trust - Target Corp.(TGT)	Stocks	Self	$100,001 - $250,000	Dividends $1 - $200
R.M. Keil Trust - TJX Cos Inc(TJX)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
R.M. Keil Trust - Tyco(TYC)	Stocks	Self	$50,001 - $100,000	None
R.M. Keil Trust - Union Pacific Corp., Inherited(UNP)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
R.M. Keil Trust - United Technologies Corp., Inherited(UTX)	Stocks	Self	$100,001 - $250,000	Dividends $201 - $1,000
R.M. Keil Trust - US Bancorp(USB)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
R.M. Keil Trust - V F Corp.(VFC)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
R.M. Kell Trust - Vanguard Financial ETF (Inherited)(VFH)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
R.M. Kell Trust - Morgan Stanley International Value Fund (Inherited)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
R.M. Kell Trust - Visa Inc. Class A (Inherited)(V)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
R.M. Kell Trust - Walt Disney Co. (Inherited)(DIS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
R.M. Kell Trust - Wirtas Corp. (Inherited)	Stocks	Self	$15,001 - $50,000	Capital Gains $201 - $1,000
R.M. Kell Trust - Wells Fargo & Co.(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
R.M. Kell Trust - Western Union(WU)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
R.M. Kell Trust - Weyerhaeuser Co. REIT (Partly Inherited)(WY)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Republic Services Inc.(RSG)	Stocks	Self	N/A	Dividends $201 - $1,000
Roche Holdings Ltd.(RHHBY)	Stocks	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
Royal Dutch Shell Intl Fin 4.0% Corporate Bond	Other	Self	$50,001 - $100,000	Interest $2,501 - $5,000
Schlumberger Ltd.(SLB)	Stocks	Self	N/A	Dividends $201 - $1,000
Shawmi Williams	Other	Self	$1,001 - $15,000	None
Union Pacific Corp.(UNP)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
United Parcel Service 4.5% Corporate Bond	Other	Self	$50,001 - $100,000	Interest $1,001 - $2,500
United Technologies Corp.(UTX)	Stocks	Self	N/A	Dividends $1 - $200
Virginia St Go Ut Ser B Virginia, US	Gov. Securities	Self	N/A	Interest $201 - $1,000
Visa Inc. Cl A(V)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
WalMart Stores 4.25% Corporate Bonds	Other	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Walt Disney Co.(DIS)	Stocks	Self	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
Walt Disney Co. 4.7% Corporate	Other	Self	N/A	Interest $1,001 - $2,500
Wells Fargo & Co.(WFC)	Stocks	Self	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
Wells Fargo Cash/MMF	Bank & Cash	Self	$100,001 - $250,000	Interest $1 - $200
Weyerhaeuser Co REIT(WY)	Stocks	Self	$50,001 - $100,000	Dividends/Capital Gains $2,501 - $5,000
Williams Companies Inc.(WMB)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500

Liabilities (2)

Creditor	Type	Amount	Rate	Term
PNC Bank, Ohio	mortgage	$250,001 - $500,000	—	—
Wolverine Bank, Michigan	line of credit	$10,001 - $15,000	—	—

Trading Sector Allocation (from PTR trades)

Communication Services$300K

Financial Services$2M

Consumer Cyclical$752K

Real Estate$397K

Healthcare$597K

Consumer Defensive$1.2M

Energy$1.3M

Manufacturing$280K

Industrials$905K

Technology$1.2M

Basic Materials$530K

Services$32K

Insurance$32K

Utilities$73K

Retail Trade$33K

Dave Camp trades Wealthiest members Most active traders MI 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).