HOWARD L. BERMAN Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed June 26, 2008. Includes 22 assets.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$1.1M

2008 annual disclosure

Total Assets

$628K - $1.6M

22 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$811K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$1.1M
2009	$666K
2010	$4.2M
2011	$3.7M
2012	$3.6M

Assets by Category

Mutual Funds$500K (4)

LLC / Partnership$350K (2)

Stocks$188K (12)

Bank & Cash$91K (3)

Gov. Securities$8K (1)

Top Stock Holdings (from trades)

Morgan Stanley India FundIIF

$175K

NVIDIA CorporationNVDA

$75K

iShares MSCI EAFE Growth ETFEFG

$75K

iShares Core High Dividend FundHDV

$33K

iShares Core Dividend Growth FundDGRO

$33K

Fox Factory Holding Corp.FOXF

$33K

iShares Russell 2000 Index FundIWM

$33K

All Assets (22)

Asset	Type	Owner	Value	Income
Prudential Financial(PRU)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
8270 Wilshire, LLC	LLC / Partnership	Self	$100,001 - $250,000	Rent $2,501 - $5,000
50 Hubert Family LP	LLC / Partnership	Self	$100,001 - $250,000	Other $1,001 - $2,500
JP Morgan Chase	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
SP Wealth Management/Fed	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
Goldman Sachs(GS)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
PayPal Holdings Inc.(PYPL)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Alphabet Inc. Class C(GOOG)	Stocks	Self	$1,001 - $15,000	None
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Amazon.com Inc.(AMZN)	Stocks	Self	$1,001 - $15,000	None
Visa Inc. Class A(V)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Walt Disney Co.(DIS)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
McDonald's Corp.(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Nike Inc.(NKE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
U.S. Treasury Securities United States	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Bank of America(BAC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
JPMorgan Chase & Co.(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
USAA Federal Savings Bank Account United States	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Franklin Chr 18 Fund	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $1,001 - $2,500
PIMCO Total Return Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Franklin Templeton Real Estate Securities Fund	Mutual Funds	Spouse	$100,001 - $250,000	Capital Gains $2,501 - $5,000
Templeton Foreign Fund	Mutual Funds	Spouse	$50,001 - $100,000	Capital Gains $1,001 - $2,500

Trading Sector Allocation (from PTR trades)

Energy$41K

Financial Services$181K

Basic Materials$41K

Technology$16K

Healthcare$33K

IndustrialsN/A

Consumer Cyclical$33K

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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).