Jim Matheson Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 25 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

-$21K

2013 annual disclosure

Total Assets

$291K - $766K

25 assets

Total Liabilities

$350K - $750K

2 liabilities

Total Trades

From PTR filings

Trade Volume

$874K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$1.1M
2009	$827K
2010	$967K
2011	$1.1M
2011	$1M
2012	$956K
2013	-$21K

Assets by Category

Mutual Funds$445K (19)

Other$83K (2)

Bank & Cash$501 (1)

Stocks$0 (2)

LLC / Partnership$0 (1)

Top Stock Holdings (from trades)

Realty Income Corp (Common Stock)O

$33K

All Assets (25)

Asset	Type	Owner	Value	Income
Alpine Dynamic Dividend	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Baron Partners Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Coin Collection	Other	Self	$1,001 - $15,000	None
PIMCO Income Mutual Funds - DAXA Moderate Allocation	Mutual Funds	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
PIMCO Income Mutual Funds - DAXA Academic Plus Alloc	Mutual Funds	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Franklin Funds - Asset Manager	Mutual Funds	Self	N/A	Dividends
Franklin Funds - Balanced Fund	Mutual Funds	Self	N/A	Dividends
Franklin Funds - Income Fund	Mutual Funds	Self	N/A	Dividends
Franklin Funds - Equity and Multi-Asset Fund	Mutual Funds	Self	N/A	Dividends
Franklin U.S. Government Fund	Mutual Funds	Self	N/A	Interest
Franklin Small Cap Discovery Fund	Mutual Funds	Self	N/A	Dividends
Franklin Rising Dividends Fund	Mutual Funds	Self	N/A	Dividends
Franklin Strategic Dividend Fund	Mutual Funds	Self	N/A	Dividends
Franklin Value Discovery Fund	Mutual Funds	Self	N/A	Dividends
Oaktree Capital Group Stock(OAK)	Stocks	Self	N/A	Dividends
Marvin Stock Trust	LLC / Partnership	Self	N/A	Other
Qualcomm Inc. Common Stock(QCOM)	Stocks	Self	N/A	Dividends
TIAA-CREF Lifecycle 2035 Fund	Mutual Funds	Self	N/A	Dividends
TIAA-CREF Real Estate Fund	Mutual Funds	Self	N/A	Dividends
Utah Education Savings Plan – Based Indexed Fund	Other	Self	$50,001 - $100,000	None
Vanguard Funds	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Emerging Markets Short Term Treasury	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Small Cap Stock	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Wasatch Micro Cap Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Zion's Checking Account	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200

Liabilities (2)

Creditor	Type	Amount	Rate	Term
US Bank	mortgage	$250,001 - $500,000	—	—
Wells Fargo Home Mortgage	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Real Estate$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).