Erik Paulsen Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 32 assets.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$814K

2009 annual disclosure

Total Assets

$508K - $1.1M

32 assets

Total Liabilities

0 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

Real Estate$750K (2)

Stocks$64K (22)

Mutual Funds$0 (1)

ETFs$0 (7)

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 (32)

Asset	Type	Owner	Value	Income
Vanguard Small-Cap Index Fund(VB)	Mutual Funds	Self	N/A	Dividends
SPDR Gold Trust(GLD)	ETFs	Self	N/A	None
iShares MSCI Emerging Markets Index Fund(EEM)	ETFs	Self	N/A	Dividends
iShares Russell 2000 Index Fund(IWM)	ETFs	Self	N/A	Dividends
iShares S&P 500 Index Fund(IVV)	ETFs	Self	N/A	Dividends
iShares MSCI EAFE Index Fund(EFA)	ETFs	Self	N/A	Dividends
iShares MSCI Japan Index Fund(EWJ)	ETFs	Self	N/A	Dividends
iShares MSCI Pacific ex-Japan Index Fund(EPP)	ETFs	Self	N/A	Dividends
AT&T Inc. Stock(T)	Stocks	Self	N/A	Dividends
Cisco Systems Inc. Stock(CSCO)	Stocks	Self	N/A	Dividends
General Electric Co. Stock(GE)	Stocks	Self	N/A	Dividends
Microsoft Corp. Stock(MSFT)	Stocks	Self	N/A	Dividends
Pfizer Inc. Stock(PFE)	Stocks	Self	N/A	Dividends
Bank of America Corp. Stock(BAC)	Stocks	Self	N/A	Dividends
Intel Corp. Stock(INTC)	Stocks	Self	N/A	Dividends
Exxon Mobil Corp. Stock(XOM)	Stocks	Self	N/A	Dividends
Procter & Gamble Co. Stock(PG)	Stocks	Self	N/A	Dividends
Johnson & Johnson Stock(JNJ)	Stocks	Self	N/A	Dividends
Walmart Inc. Stock(WMT)	Stocks	Self	N/A	Dividends
JPMorgan Chase & Co. Stock(JPM)	Stocks	Self	N/A	Dividends
Coca-Cola Co. Stock(KO)	Stocks	Self	N/A	Dividends
Altria Group Inc. Stock(MO)	Stocks	Self	N/A	Dividends
Cisco Systems Inc. Common Stock(CSCO)	Stocks	Self	$1,001 - $15,000	Capital Gains
Coca-Cola Company Common Stock(KO)	Stocks	Self	$1,001 - $15,000	Capital Gains
Exxon Mobil Corporation Common Stock(XOM)	Stocks	Self	$1,001 - $15,000	Capital Gains
McDonald's Corporation Common Stock(MCD)	Stocks	Self	$1,001 - $15,000	Capital Gains
Microsoft Corporation Common Stock(MSFT)	Stocks	Self	$1,001 - $15,000	Capital Gains
Walmart Inc. Common Stock(WMT)	Stocks	Self	$1,001 - $15,000	Capital Gains
Procter & Gamble Company Common Stock(PG)	Stocks	Self	$1,001 - $15,000	Capital Gains
AT&T Inc. Common Stock(T)	Stocks	Self	$1,001 - $15,000	Capital Gains
70 Pinehurst Avenue (Rental Home)	Real Estate	Self	$250,001 - $500,000	Rent $15,001 - $50,000
70 Pinehurst Avenue (Garage)	Real Estate	Self	$250,001 - $500,000	None

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).