Erik Paulsen Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 37 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$268K

2013 annual disclosure

Total Assets

$213K - $672K

37 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

From PTR filings

Trade Volume

$377K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2009	$814K
2010	$652K
2011	$662K
2012	$421K
2013	$268K

Assets by Category

ETFs$181K (5)

Bank & Cash$130K (8)

Mutual Funds$75K (2)

Stocks$57K (13)

Real Estate$0 (6)

Retirement & Pension$0 (1)

Gov. Securities$0 (2)

Top Stock Holdings (from trades)

The Coca-Cola CompanyKO

$33K

Exxon Mobil Corp Common Stock (partial sale)XOM

$32K

AT&T StockT

$8K

NGL Energy Partners LPNGL

$8K

Mitek Systems, Inc.MITK

$8K

Walter Investment Management CorpWAC

$8K

All Assets (37)

Asset	Type	Owner	Value	Income
Meta Inc. Class A Common Stock(META)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
JPMorgan Chase & Co. Common Stock(JPM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
1st Bank of Baldwin JV Accounts	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
1st Bank of Baldwin Money Market	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Procter & Gamble Stock(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Xcel Energy Stock(XEL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Growth ETF(VUG)	ETFs	Self	$50,001 - $100,000	Capital Gains $201 - $1,000
Vanguard S&P 500 Admiral Fund	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $201 - $1,000
Riverside Rental Property Arlington, VA, US	Real Estate	Spouse	N/A	Rent
Frederick Rental Property Arlington, VA, US	Real Estate	Spouse	N/A	Rent
10th St N Rental Property Arlington, VA, US	Real Estate	Spouse	N/A	Rent
24th St S Rental Property Arlington, VA, US	Real Estate	Spouse	N/A	Rent
17th St N Rental Property Arlington, VA, US	Real Estate	Spouse	N/A	Rent
9th St N Rental Property Arlington, VA, US	Real Estate	Spouse	N/A	Rent
Key Bank IRA	Retirement & Pension	Self	N/A	Interest
Fidelity Contrafund	Mutual Funds	Self	N/A	Dividends
Wellesley Bank Enhanced Savings	Bank & Cash	Spouse	N/A	Interest
Wellesley Checking	Bank & Cash	Joint	N/A	Interest
Wellesley Savings	Bank & Cash	Joint	N/A	Interest
Wellesley Certificate of Deposit	Bank & Cash	Joint	N/A	Interest
Care.com Stock	Stocks	Self	N/A	Dividends
Amazon.com Inc.(AMZN)	Stocks	Self	N/A	Dividends
Alphabet Inc.(GOOGL)	Stocks	Self	N/A	Dividends
Cisco Systems Inc.(CSCO)	Stocks	Self	N/A	Dividends
U.S. Treasury Note United States	Gov. Securities	Self	N/A	Interest
U.S. Treasury Note United States	Gov. Securities	Self	N/A	Interest
McKesson Corp Stock(MCK)	Stocks	Self	$1 - $1,000	Dividends $201 - $1,000
Marathon Oil Corp Stock(MRO)	Stocks	Self	$1 - $1,000	Dividends $201 - $1,000
Kinder Morgan Inc.(KMI)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
TD Ameritrade Cash	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
TD Ameritrade Money Market Deposit	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
AT&T Common Stock(T)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Merck & Co., Inc.(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
iShares Core S&P 500 ETF(IVV)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Total Stock Market ETF(VTI)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Total International Stock ETF(VXUS)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
SPDR Gold Shares(GLD)	ETFs	Self	$1,001 - $15,000	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Wells Fargo Mortgage	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Energy$73K

Communication Services$8K

Consumer Cyclical$175K

Technology$16K

Manufacturing$33K

Consumer Defensive$8K

Industrials$8K

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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).