David B. McKinley Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed July 17, 2013. Includes 112 assets and 4 liabilities.

Year:

2013 2012 2011

Est. Net Worth

$12.8M

2013 annual disclosure

Total Assets

$6.2M - $20.4M

112 assets

Total Liabilities

$360K - $715K

4 liabilities

Total Trades

682

From PTR filings

Trade Volume

$14.1M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	$1M
2011	$11.4M
2011	$9.1M
2011	$12.6M
2012	$8.9M
2012	$12M
2013	$12.8M
2013	$12.3M

Assets by Category

Mutual Funds$4.7M (55)

Real Estate$3.8M (3)

Other$3.5M (6)

Stocks$787K (25)

Retirement & Pension$366K (6)

ETFs$108K (14)

Bank & Cash$33K (2)

Insurance$33K (1)

Top Stock Holdings (from trades)

Cerner CorporationCERN

$227K

3M CompanyMMM

$211K

All Assets (112)

Asset	Type	Owner	Value	Income
Abbott Laboratories(ABT)	Stocks	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
Accenture PLC Class A(ACN)	Stocks	Joint	$50,001 - $100,000	Dividends
Agrium Inc Com NPV(AGU)	Stocks	Joint	$1,001 - $15,000	Dividends
American General and Lincoln National Life Ins Cash Value	Insurance	Joint	$15,001 - $50,000	Dividends $1 - $200
Apache Corp(APA)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Apple Corp(AAPL)	Stocks	Joint	$15,001 - $50,000	Dividends/Cap Gains $15,001 - $50,000
Artisan International Value Fund	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Artisan International Value Fund	Mutual Funds	Joint	$100,001 - $250,000	Dividends/Capital Gains $1,001 - $2,500
Artisan International Value Savings Plan of Ohio Valley College and Education Corp (OVMC)	Retirement & Pension	Spouse	$100,001 - $250,000	Tax-Deferred
B H Core Select Fund	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Best Buy Corp(BBY)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Cisco Systems(CSCO)	Stocks	Joint	N/A	Dividends $201 - $1,000
Columbia Dividend Income	Mutual Funds	Joint	$100,001 - $250,000	Tax Deferred
DEAB LLC II rental property 2001 Main St, Wheeling, WV, US	Real Estate	Joint	$500,001 - $1,000,000	Rent/Dividend $201 - $1,000
McKinley and Co Growth Maxwell Bldg, 32 20th St., Wheeling, WV, US	Real Estate	Joint	$1,000,000 - $5,000,000	Rent/Interest $15,001 - $50,000
OMWC Savings Plan	Retirement & Pension	Spouse	$15,001 - $50,000	Tax-Deferred
Doubleline Core Fixed Income I	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
DTE Energy Holdings Co(DTE)	Stocks	Joint	$15,001 - $50,000	Dividends
DWS GNMA Fund	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
EMC Corp(EMC)	Stocks	Joint	$15,001 - $50,000	Dividends
Exxon Corp(XOM)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Federated Strategic Value Dividend	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Fidelity Cash Reserves	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Fidelity Cash Reserves	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Fidelity Cash Reserves	Mutual Funds	Spouse	$15,001 - $50,000	Interest/Dividends $1 - $200
Fidelity Cash Reserves	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Fidelity New Markets Income	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Fidelity New Markets Income	Mutual Funds	Joint	$100,001 - $250,000	Dividends/Capital Gains $2,501 - $5,000
Fidelity Select Money Market	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1 - $200
Fidelity Small Cap Value (OVMC Savings Plan)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Fidelity Tax-Free Money Market	Mutual Funds	Joint	$100,001 - $250,000	Interest $1 - $200
First Choice Federal Credit Union	Bank & Cash	Spouse	$1 - $1,000	Interest $1 - $200
First Trust AMEX Biotechnology ETF(FBT)	ETFs	Joint	$15,001 - $50,000	Dividends
FMI Common Stock Fund	Mutual Funds	Joint	N/A	Dividends/Capital Gains $2,501 - $5,000
FMI Common Stock Fund	Mutual Funds	Joint	N/A	Tax-Deferred
General Electric Corp(GE)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Harding Loevner Intl Equity Port	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Harding Loevner Intl Equity Port	Mutual Funds	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
HealthCare Realty Trust(HR)	Stocks	Joint	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Industrial Select Sector SPDR(XLI)	ETFs	Joint	N/A	Tax-Deferred
iPath DJ-UBS Commodity Index ETN(DJP)	ETFs	Joint	N/A	Dividends
iShares S&P GSCI Commodity Index ETN	ETFs	Joint	N/A	Tax-Deferred
iShares MSCI Brazil Small Cap Index(EWZS)	ETFs	Joint	N/A	Dividends/Capital Gains
iShares MSCI EAFE Index(EFA)	ETFs	Joint	N/A	Capital Gains $5,001 - $15,000
iShares MSCI EAFE Index(EFA)	ETFs	Joint	N/A	Tax-Deferred
iShares Russell 1000 Growth ETF(IWF)	ETFs	Joint	$50,001 - $100,000	Dividends $1,001 - $2,500
iShares Russell 1000 Index ETF(IWB)	ETFs	Joint	N/A	Tax-Deferred
John Hancock GL Aso Return	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
John Hancock GL Aso Return	Retirement & Pension	Self	$50,001 - $100,000	Dividends
Strats	Other	Spouse	$100,001 - $250,000	Dividends $201 - $1,000
JP Morgan Chase(JPM)	Stocks	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Leuthold Global	Mutual Funds	Joint	N/A	Tax-Deferred
Leuthold Global	Mutual Funds	Joint	N/A	Dividends/Capital Gains $5,001 - $15,000
Main Street Financial Services(MSFG)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Main Street Financial Services(MSFG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
MainStay Floating Rate Index	Mutual Funds	Self	$5,001 - $15,000	Tax-Deferred
Market Vectors Agribusiness ETF(MOO)	ETFs	Self	N/A	Tax-Deferred
Market Vectors Agribusiness	Mutual Funds	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Market Vectors Brazil Small Cap ETF(BRF)	ETFs	Self	N/A	Tax-Deferred
McDonalds Corp(MCD)	Stocks	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
McKinley & Associates Annuity from Firm ESOP note receivable	Other	Self	$100,001 - $250,000	Interest/Other (Note Payments) $15,001 - $50,000
McKinley & Associates ESOP note receivable II	Other	Self	$1,000,001 - $5,000,000	Interest $100,001 - $1,000,000
Morgan Stanley Inst Mid Cap Growth Port	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Morgan Stanley Mid Cap Growth Port	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Great American Tax-Deferred Annuity	Other	Spouse	$100,001 - $250,000	Tax-Deferred
Natixis ASG Managed Futures	Mutual Funds	Joint	N/A	None
Natixis ASG Managed Futures	Mutual Funds	Joint	N/A	Dividends $1 - $200
Nucor Corp(NUE)	Stocks	Joint	N/A	Dividends/Capital Gains $201 - $1,000
Oakmark International Fund	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Oppenheimer Developing Markets Fund	Mutual Funds	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Oppenheimer Developing Markets Fund	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
OHS&E 401K Retirement Savings Plan - Not Self Directed	Retirement & Pension	Spouse	N/A	Tax-Deferred
Oklahoma Pension Plan - Not self directed	Retirement & Pension	Spouse	$50,001 - $100,000	Tax-Deferred
Peabody Energy(BTU)	Stocks	Joint	N/A	Dividends $201 - $1,000
Perkins Small Cap Value Fund	Mutual Funds	Joint	$100,001 - $250,000	Dividends/Capital Gains $5,001 - $15,000
Perkins Small Cap Value Fund	Mutual Funds	Joint	$250,001 - $500,000	Tax-Deferred
Pfizer Corp(PFE)	Stocks	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
Philip Morris International(PM)	Stocks	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
PIMCO All Asset All Authority Fund	Mutual Funds	Joint	$100,001 - $500,000	Dividends $5,001 - $15,000
Pimco Commodity Real Return Strategy Fund	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
PIMCO Total Return	Mutual Funds	Joint	$100,001 - $250,000	Tax-Deferred
PIMCO All Asset All Authority Fund	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Preston W.V. Preston County Land (jointly owned with 5 others siblings and their spouses) Preston County, WV, US	Real Estate	Spouse	$15,001 - $50,000	Other (Periodic Timber Sales)
Procter & Gamble Co(PG)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Riverpark/Wedgewood	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Robeco Boston Prtns LG/SH Research	Mutual Funds	Joint	$100,001 - $250,000	Dividends
Robeco Boston Prtns LG/SH Research	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Russell LifePoints Growth Strategy Fund	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Russell LifePoints Balanced Strategy Fund	Mutual Funds	Joint	$50,001 - $100,000	Dividends $1,001 - $2,500
Russell LifePoints Growth Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Simmons Value Fund	Mutual Funds	Spouse	N/A	Tax-Deferred
T Rowe Price Blue Chip Growth	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
T Rowe Price Blue Chip Growth	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
T Rowe Price Blue Chip Growth Fund (OVMC Savings Plan)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
T Rowe Price Mid-Cap Growth Fund	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
T Rowe Price Small-Cap Value Fund	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
T Rowe Price Stable Value Fund	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
T Rowe Spectrum International Fund	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
The Travelers Companies(TRV)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Unit Corporation(UNTC)	Stocks	Joint	$50,001 - $100,000	Dividends
Vanguard Equity-Income Adm. (OVMC Savings Plan)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Vanguard Financials ETF(VFH)	ETFs	Joint	N/A	Dividends/Capital Gains $201 - $1,000
Vanguard High Yield Tax Exempt Admiral Fund	Mutual Funds	Joint	$100,001 - $250,000	Interest $2,501 - $5,000
Vanguard Intermediate-Term Tax Exempt Fund	Mutual Funds	Joint	$250,001 - $500,000	Interest $5,001 - $15,000
Vanguard Limited-Term Tax Exempt Fund	Mutual Funds	Joint	$500,001 - $1,000,000	Interest $5,001 - $15,000
Vanguard Mega Cap 300 Value Index ETF	ETFs	Joint	N/A	Tax-Deferred
VF Corporation(VFC)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Wells Fargo Cpl 1% CD Note due 4/9/12	Other	Joint	N/A	None/Tax-Deferred
Wells Fargo Cpl 1% Note Due 4/9/12	Other	Joint	N/A	Interest (including discount) $201 - $1,000
Wesbanco Checking Account	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
Wesco International Corp(WCC)	Stocks	Joint	$15,001 - $50,000	Dividends
WisdomTree Dividend Ex-Financials ETF(DTN)	ETFs	Joint	N/A	Dividends/Capital Gains $5,001 - $15,000

Liabilities (4)

Creditor	Type	Amount	Rate	Term
WesBanco Bank, Wheeling WV	personal loan	$250,001 - $500,000	—	—
WesBanco Bank, Wheeling WV	personal loan	$10,001 - $15,000	—	—
WesBanco Bank, Wheeling WV	personal loan	$50,001 - $100,000	—	—
Main Street Bank, Wheeling WV	personal loan	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Industrials$1.2M

Healthcare$1.7M

Consumer Defensive$1.4M

Real Estate$195K

Financial Services$414K

Communication Services$235K

Banking$83K

Energy$213K

Utilities$73K

Technology$1.1M

Manufacturing$41K

Wholesale Trade$41K

Basic Materials$384K

Consumer Cyclical$998K

Insurance$162K

Services$65K

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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).