Gwen Graham Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 29, 2013. Includes 21 assets and 1 liabilities.

Year:

2013

Est. Net Worth

$3.7M

2013 annual disclosure

Total Assets

$1.5M - $6.2M

21 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Stocks$3.1M (8)

Bank & Cash$575K (6)

Retirement & Pension$175K (1)

Mutual Funds$33K (5)

Gov. Securities$501 (1)

All Assets (21)

Asset	Type	Owner	Value	Income
Graham Companies Stock	Stocks	DC	$1,001 - $15,000	None
Graham Companies Stock	Stocks	Self	$1,000,001 - $5,000,000	Dividends $100,001 - $1,000,000
Microsoft Corp Stock(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends; Capital Gains $1,001 - $2,500
Walt Disney Co Stock(DIS)	Stocks	Self	$1,001 - $15,000	Dividends; Capital Gains $1,001 - $2,500
Return Brokerage (Gainesville, FL) Gainesville, FL, US	Bank & Cash	Self	$250,001 - $500,000	Capital Gains $2,501 - $5,000
Chevron Stock(CVX)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Coca Cola Stock(KO)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Disney (Unit) Stock(DIS)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Washington Post Stock	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch NM MKT	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Regions Bank Accts	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Suntrust Accts	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000
Merrill Lynch IRA	Retirement & Pension	Self	$100,001 - $250,000	Tax-Deferred $1,001 - $2,500
Blackrock Global Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
US Treasury Notes (Merrill Lynch) US	Gov. Securities	Self	$1 - $1,000	Interest $1 - $200
US Bank Accounts US	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
US Stock Market Index US	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
US House of Representatives FCU	Bank & Cash	Self	$1,001 - $15,000	Dividends
Robertson Impact Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends
T. Rowe Price Small Cap	Mutual Funds	Self	$1,001 - $15,000	Dividends
Federated Stock Index	Mutual Funds	Self	$1,001 - $15,000	Dividends

Liabilities (1)

Creditor	Type	Amount	Rate	Term
None	mortgage	$100,001 - $250,000	—	—

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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).