John Campbell Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 14, 2012. Includes 110 assets.

Year:

2014 2013 2012 2011 2010 2009 2008

Est. Net Worth

$45.9M

2012 annual disclosure

Total Assets

$17.1M - $74.7M

110 assets

Total Liabilities

0 liabilities

Total Trades

284

From PTR filings

Trade Volume

$13.4M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$62.2M
2009	$34.6M
2010	$49.2M
2011	$48.3M
2012	$45.9M
2013	$26.9M
2014	$36.8M

Assets by Category

Real Estate$39.8M (7)

LLC / Partnership$1.5M (5)

Mutual Funds$1.2M (10)

ETFs$1M (16)

Stocks$974K (29)

Other$795K (17)

Bank & Cash$276K (10)

Retirement & Pension$240K (3)

Gov. Securities$88K (13)

Top Stock Holdings (from trades)

Commerce Bancshares Inc Common StockCBSH

$875K

UBS S.A.UBS

$375K

All Assets (110)

Asset	Type	Owner	Value	Income
GMAC Demand Notes	Other	Joint	$15,001 - $50,000	Interest $1,001 - $2,500
Wells Fargo Bank Account	Bank & Cash	Spouse	$50,001 - $100,000	Interest $201 - $1,000
3848 Mentone Partners, LLC	LLC / Partnership	Spouse	$1,001 - $15,000	Interest/Other LLC Income $2,501 - $5,000
Olson Urban Housing, LLC	LLC / Partnership	Joint	$15,001 - $50,000	Other LLC Income $201 - $1,000
ACD Holdings, LLC	LLC / Partnership	Joint	N/A	None
1300 Auto Mall Drive Santa Ana, CA, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
1330 Auto Mall Drive Santa Ana, CA, US	Real Estate	Self	$5,000,001 - $25,000,000	Rent $15,001 - $50,000
1350 Auto Mall Drive Santa Ana, CA, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
1421 East 17th St. Santa Ana, CA, US	Real Estate	Self	$5,000,001 - $25,000,000	Rent $100,001 - $1,000,000
1528 Martens River Cir. Fountain Valley, CA, US	Real Estate	Self	$500,001 - $1,000,000	Rent $100,001 - $1,000,000
Anaheim Auto Center Dr. Anaheim, CA, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $1,000,001 - $5,000,000
Cash Accounts - ACD Holdings	Bank & Cash	Self	$50,001 - $100,000	Interest $1 - $200
M. McNee Campbell Family Income Trust #2	Other	Self	N/A	None
Gas Well - Conoco Philips	Other	Self	$250,001 - $500,000	Royalties $15,001 - $50,000
Gas Well - ICE Energen	Other	Self	$50,001 - $100,000	Royalties $2,501 - $5,000
3032 Wilshire Blvd. Santa Monica, CA, US	Real Estate	Self	N/A	Rent $50,001 - $100,000
Alico All Asset All Authority Trust	Other	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Prime FSB Pathfinder Fund Inst.	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Cash Account - M. McNee Russell Family Income Trust #2	Bank & Cash	Self	$50,001 - $100,000	Interest $1 - $200
3M Company Cmn(MMM)	Stocks	Self	$15,001 - $50,000	None
Allstate Corporation Cmn(ALL)	Stocks	Self	$1,001 - $15,000	None
Baker Hughes Cmn(BKR)	Stocks	Self	$15,001 - $50,000	None
Beam Inc. Cmn(BEAM)	Stocks	Self	$1,001 - $15,000	None
Bristol Myers Squibb Company Cmn(BMY)	Stocks	Self	$15,001 - $50,000	None
Chevron Corporation Cmn(CVX)	Stocks	Self	$50,001 - $100,000	None
Commerce Bancshares Inc. Cmn(CBSH)	Stocks	Self	$100,001 - $250,000	None
Cim Direct Cmn	Stocks	Self	$1,001 - $15,000	None
Edison International Cmn(EIX)	Stocks	Self	$1,001 - $15,000	None
El Paso Corp. Cmn(EP)	Stocks	Self	$1,001 - $15,000	None
Exxon Mobil Corporation Common Stock(XOM)	Stocks	Self	$15,001 - $50,000	None
Fortune Brands Home & Security Inc. Common Stock(FBHS)	Stocks	Self	$1,001 - $15,000	None
Freeport-McMoRan Copper & Gold Inc. Common Stock(FCX)	Stocks	Self	$1,001 - $15,000	None
General Communication, Inc. Common Stock(GNCMA)	Stocks	Self	$1,001 - $15,000	None
General Electric Co. Common Stock(GE)	Stocks	Self	$15,001 - $50,000	None
Huntington Ingalls Industries, Inc. Common Stock(HII)	Stocks	Self	$50,001 - $100,000	None
International Paper Co. Common Stock(IP)	Stocks	Self	$1,001 - $15,000	None
JPMorgan Chase & Co. Common Stock(JPM)	Stocks	Self	$50,001 - $100,000	None
Marathon Oil Corporation Common Stock(MRO)	Stocks	Self	$1,001 - $15,000	None
Marathon Petroleum Corporation Common Stock(MPC)	Stocks	Self	$1 - $1,000	None
Mesabi Trust UBI Common Stock(MSB)	Stocks	Self	$1,001 - $15,000	None
Northrop Grumman Corp. Common Stock(NOC)	Stocks	Self	$1,001 - $15,000	None
Raytheon Co. Common Stock(RTN)	Stocks	Self	$1,001 - $15,000	None
Reynolds American Inc. Common Stock(RAI)	Stocks	Self	$1,001 - $15,000	None
Tenneco Inc. Common(TEN)	Stocks	Spouse	$1,001 - $15,000	None
Zimmer Holdings Inc. Common(ZBH)	Stocks	Spouse	$15,001 - $50,000	None
BP P.L.C. Sponsored ADR Common(BP)	Stocks	Spouse	$1,001 - $15,000	None
Goldman Sachs Growth Opportunities Class A (GGOAX)	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $5,001 - $15,000
American Century Heritage Fund - IRA	Retirement & Pension	Spouse	$15,001 - $50,000	None
iShares MSCI Emerging Markets Index Fund(EEM)	ETFs	Joint	$50,001 - $100,000	Dividends $201 - $1,000
iShares Trust - S&P Latin America 40 Index Fund(ILF)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
iShares MSCI Hong Kong Index Fund(EWH)	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
iShares MSCI EMU Index Fund(EZU)	ETFs	Joint	$50,001 - $100,000	Dividends $2,501 - $5,000
Rabobank Nederland NV	Other	Joint	$1,001 - $15,000	Interest $201 - $1,000
Tracker-Certificates ETG Enhanced Natural Gas	Other	Joint	N/A	Capital Gains $201 - $1,000
Goldman Sachs Core Fixed Income Fund - IRA	Retirement & Pension	Joint	$100,001 - $250,000	None
iShares MSCI Singapore ETF(EWS)	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
CVS Corporation Common(CVS)	Stocks	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
UBS Current account - CAD	Bank & Cash	Joint	$1 - $1,000	None
Defender Vontobel Financial Products ltd	Other	Joint	$15,001 - $50,000	Dividends/Interest $2,501 - $5,000
European Investment Bank EMTN	Gov. Securities	Joint	N/A	Interest $1 - $200
UBS Current account - GBP	Bank & Cash	Joint	$1 - $1,000	None
iShares Inc. MSCI Switzerland Index Fund	ETFs	Joint	$100,001 - $250,000	Dividends $2,501 - $5,000
iShares Inc. MSCI Emerging Markets Fund	ETFs	Joint	$15,001 - $50,000	None
iShares Inc. MSCI Japan Index Fund	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Baker Hughes Inc Com(BKR)	Stocks	Joint	$50,001 - $100,000	Dividends $1,001 - $2,500
MFS Series Trust X - Emerging Markets Equity Fund	Mutual Funds	Joint	$50,001 - $100,000	Dividends $1 - $200
UBS Current account - USD	Bank & Cash	Joint	$1,001 - $15,000	None
iShares Trust S&P/TOPIX 150 Index Fund	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
UBS Current account - EUR	Bank & Cash	Joint	$1 - $1,000	None
Republic of Hungary 2006 Hungary	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
iShares Inc. MSCI United Kingdom Index Fund	ETFs	Joint	$50,001 - $100,000	Dividends $1,001 - $2,500
Goldman Sachs Large Cap Value Class A (GSLAX)	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $1,001 - $2,500
JPMorgan Trust I Asia Equity Fund	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1 - $200
Campbell/Neely Family Cottonwood Kansas LLC Cottonwood, Kansas, US	LLC / Partnership	Joint	$500,001 - $1,000,000	Interest/Other: LLC income $2,501 - $5,000
UBS Current Account - AUD	Bank & Cash	Joint	$1 - $1,000	None
Goldman Sachs High Yield Mutual Fund Class A - IRA	Mutual Funds	Joint	$250,001 - $500,000	None
S&P 500 Index Fund (SPDR)	ETFs	Joint	$250,001 - $500,000	None
Russell 2000 Index Fund (Shares) IRA	Mutual Funds	Joint	$100,001 - $250,000	None
Lithuania 2005 Lithuania	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
Vincent Vontobel Financial Products Ltd	Other	Joint	$15,001 - $50,000	None
SPDR S&P BRIC 40 ETF	ETFs	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Goldman Sachs Bank Deposit	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
LVMH Moet Hennessy Louis Vuitton EMTN	Other	Joint	N/A	Interest/Capital Gains $1,001 - $2,500
Province of Ontario Ontario, Canada	Gov. Securities	Joint	$1,001 - $15,000	Interest $1 - $200
Templeton Global Investment Trust Frontier Mkts Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Bank of Montreal Corporation BV EMTN	Other	Joint	$1,001 - $15,000	Interest $201 - $1,000
Canada 2006	Gov. Securities	Joint	N/A	Interest/Capital Gains $1 - $200
Republic Polen 2006 EMTN	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
Goldman Sachs Bank Deposit - IRA	Retirement & Pension	Joint	$15,001 - $50,000	None
Lindblad 2005	Other	Joint	$15,001 - $50,000	Interest $201 - $1,000
iShares Inc. - MSCI Australia	ETFs	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
Toyota Motor Credit Corp EMTN	Other	Joint	N/A	Interest/Capital Gains $1,001 - $2,500
DZ Bank EMTN	Other	Joint	$1,001 - $15,000	Interest $201 - $1,000
Landwirtschaftliche Rentenbank EMTN	Other	Joint	$1,001 - $15,000	Interest $201 - $1,000
Templeton Global Investment Trust Emerging Mkts Small Cap Fund	Mutual Funds	Joint	$1,001 - $15,000	None
EMTN France Telecom SA	Other	Joint	$1,001 - $15,000	Interest/Capital Gains $1,001 - $2,500
iPath GS Oil	ETFs	Joint	N/A	Capital Gains $2,501 - $5,000
iPath DJ-UBS Ind Met	ETFs	Joint	N/A	None
Willoughby Land Company, LLC Santa Monica, CA, US	LLC / Partnership	Self	$500,001 - $1,000,000	None
Campbell Family Income Trust #2	Other	Self	N/A	None
Cash Account - Willoughby Land Company LLC	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Dexia Credit Local de France	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
Deutsche Telekom AG EMTN	Gov. Securities	Joint	$1,001 - $15,000	Interest $1 - $200
Deutsche Bundesbahn EMTN	Gov. Securities	Joint	$1,001 - $15,000	None
Merck Financial Services GmbH EMTN	Gov. Securities	Joint	$1,001 - $15,000	None
European Financial Stability Facility	Gov. Securities	Joint	$1,001 - $15,000	None
GE Suze EMTN	Gov. Securities	Joint	$1,001 - $15,000	None
Europäische Investitionsbank	Gov. Securities	Joint	$1,001 - $15,000	None
Shares - MFS Trust V	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Vanguard MSCI Emerging Markets ETF(VWO)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000

Trading Sector Allocation (from PTR trades)

Financial Services$1.5M

Consumer Cyclical$98K

Utilities$8K

Energy$81K

Industrials$65K

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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).