Gary J. Palmer Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed December 11, 2013. Includes 73 assets and 1 liabilities.

Year:

2013

Est. Net Worth

$984K

2013 annual disclosure

Total Assets

$507K - $1.8M

73 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

261

From PTR filings

Trade Volume

$2.1M

Midpoint of disclosed ranges

Assets by Category

Retirement & Pension$383K (3)

Mutual Funds$314K (46)

LLC / Partnership$208K (2)

Bank & Cash$173K (11)

Stocks$82K (10)

Gov. Securities$0 (1)

Top Stock Holdings (from trades)

Apple Inc.AAPL

$56K

Marathon Petroleum CorporationMPC

$56K

Express Scripts Holding CompanyESRX

$48K

Amgen Inc.AMGN

$48K

Microsoft CorporationMSFT

Cisco Systems, Inc.CSCO

$48K

Capital One Financial CorporationCOF

$48K

Celgene CorporationCELG

$48K

All Assets (73)

Asset	Type	Owner	Value	Income
Regions Bank - Checking	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Highlands Strategic Title Premium	LLC / Partnership	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
PNC Government Duration Fund Institutional Class	Mutual Funds	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
PIMCO Short Term Municipal Fund Class I	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
PIMCO Investment Grade Bond Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
American Century Ultra Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Schwab Government Money Fund #0387	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Harsco Synthetic Total Return (Schwab IRA)(HSC)	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains
Prologis Dividend Trust Cl (Schwab IRA)(PLD)	Stocks	Spouse	$1,001 - $15,000	Dividends
PNC Financial Services Group (Schwab IRA)(PNC)	Stocks	Spouse	$15,001 - $50,000	Dividends
PNC Municipal Bond (Schwab IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Interest
PNC Asset Management (Schwab IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains
PNC Income Fund (Schwab IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Interest
Schwab Government Fund (Schwab IRA)	Mutual Funds	Spouse	$1 - $1,000	Interest
Schwab Equity Fund (Schwab IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains
Charles Schwab Account	Bank & Cash	Self	$50,001 - $100,000	Interest
Schwab Government Money Fund	Mutual Funds	Self	$1,001 - $15,000	Interest
AT&T Inc.(T)	Stocks	Self	$1,001 - $15,000	Dividends
Alcatel Lucent(ALU)	Stocks	Self	$1 - $1,000	Dividends
Frontier Communications(FTR)	Stocks	Self	$1 - $1,000	Dividends
Comcast Corporation(CMCSA)	Stocks	Self	$1,001 - $15,000	Dividends
NRG Corp(NRG)	Stocks	Self	$1 - $1,000	Dividends
LST Corporation	Stocks	Self	$1,001 - $15,000	None
Charles Schwab(SCHW)	Stocks	Self	$1,001 - $15,000	None
Hussman Strategic Total Return Fund	Mutual Funds	Self	$1,001 - $15,000	None
PIMCO Commodity Real Return	Mutual Funds	Self	$1,001 - $15,000	None
PIMCO Short Term Institutional Class	Mutual Funds	Self	$1,001 - $15,000	None
PIMCO All Asset All Authority	Mutual Funds	Self	$1,001 - $15,000	None
Seizert Capital Value Institutional	Mutual Funds	Self	$1,001 - $15,000	None
State Street Global	Mutual Funds	Self	$1,001 - $15,000	None
Hussman Total Return	Mutual Funds	Self	$1,001 - $15,000	None
Nuveen Government Fund Tax Exempt	Mutual Funds	Self	$1,001 - $15,000	None
Nuveen Short Term Tax Exempt	Mutual Funds	Self	$1,001 - $15,000	None
Invesco Short Term Tax Exempt	Mutual Funds	Self	$1,001 - $15,000	None
American Funds	Mutual Funds	Self	$1,001 - $15,000	None
Wells Fargo Fund INV	Mutual Funds	Self	$1,001 - $15,000	None
Wachovia Bank Bond Service	Bank & Cash	Self	N/A	None
Wachovia Bank	Bank & Cash	Self	N/A	None
BlackRock Equity Dividend	Mutual Funds	Self	N/A	Dividends
Dodge & Cox International	Mutual Funds	Self	N/A	Dividends
Parnassus Equity Income	Mutual Funds	Self	N/A	Dividends
PIMCO Total Return Fund (Institutional)	Mutual Funds	Self	N/A	Interest
Fidelity Contrafund	Mutual Funds	Self	N/A	Dividends
American Funds EuroPacific Growth	Mutual Funds	Self	N/A	Dividends
Goldman Sachs Satellite Fund	Mutual Funds	Self	N/A	None
Morgan Stanley Institutional Fund	Mutual Funds	Self	N/A	None
Harding Loevner	Mutual Funds	Self	N/A	None
Longleaf Partners	Mutual Funds	Self	N/A	None
Loomis Sayles Bond Fund	Mutual Funds	Self	N/A	Interest
JPMorgan Equity Income	Mutual Funds	Self	N/A	Dividends
T. Rowe Price Fund	Mutual Funds	Self	N/A	None
Wells Fargo Advantage Fund	Mutual Funds	Self	N/A	None
American Funds Capital Income Builder	Mutual Funds	Self	N/A	Dividends
Schwab Government Money Fund	Gov. Securities	Self	N/A	Interest
PNC Bank	Bank & Cash	Self	N/A	Interest
Charles Schwab	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Peco Low Duration Municipal Inst Cl	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Penco Short Term Inst Cl	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
P D Instl Cl	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Schwab Government Money Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
American Funds Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Penco Intermediate Term Cl	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Peco Intermediate Tax C	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo	Bank & Cash	DC	$1 - $1,000	Interest $1 - $200
MassMutual ELO Cust WMM	Retirement & Pension	Joint	$100,001 - $250,000	Interest $1,001 - $2,500
MassMutual ELO Cust WMM	Retirement & Pension	Joint	$100,001 - $250,000	Interest $1,001 - $2,500
AXA Equitable	Retirement & Pension	Self	$15,001 - $50,000	Interest $201 - $1,000
TD Ameritrade	Bank & Cash	Self	$15,001 - $50,000	Dividends $201 - $1,000
USAA Savings Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Community Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Computer Shares Corp	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cardinal LLC	LLC / Partnership	Self	$100,001 - $250,000	Rent $5,001 - $15,000
Charles Schwab	Bank & Cash	Spouse	$15,001 - $50,000	Dividends $201 - $1,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
First Bank of Wilmington, DE	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Technology$296K

Healthcare$344K

Communication Services$72K

Banking$64K

Financial Services$304K

Industrials$96K

Basic Materials$80K

Consumer Cyclical$280K

Energy$72K

Services$88K

Transportation & Utilities$8K

Consumer Defensive$96K

Real Estate$64K

Retail Trade$64K

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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).