John Campbell Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 7, 2013. Includes 111 assets.

Year:

2014 2013 2012 2011 2010 2009 2008

Est. Net Worth

$26.9M

2013 annual disclosure

Total Assets

$10.7M - $43.2M

111 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$18.8M (8)

LLC / Partnership$4.1M (8)

Mutual Funds$2.1M (18)

Bank & Cash$967K (7)

Other$523K (16)

ETFs$351K (13)

Gov. Securities$113K (11)

Stocks$8K (30)

Top Stock Holdings (from trades)

Commerce BancShares Inc Common StockCBSH

$875K

UBS S.A.UBS

$375K

All Assets (111)

Asset	Type	Owner	Value	Income
Cas Well - ICF Energen	LLC / Partnership	Self	$50,001 - $100,000	Other: Royalties $1,001 - $2,500
Goldman Sachs Growth Opportunities Class A (GGOAX)	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $201 - $1,000
Goldman Sachs Global Cap Value Instl (GICAX)	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
EMTN France Telecom SA	Other	Joint	N/A	Interest/Capital Gains $201 - $1,000
Bayer Capital Corporation BV EMTN	Other	Joint	N/A	Interest $201 - $1,000
Landwirtschaftliche Rentenbank EMTN	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
iShares Inc - MSCI Australia Index Fund(EWA)	ETFs	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
SPDR Index Shares Funds - S&P BRIC 40 ETF(BIK)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Johnson Controls, Inc. Cmn(JCI)	Stocks	Self	N/A	Capital Gains $201 - $1,000
3M Company Cmn(MMM)	Stocks	Self	N/A	Dividends $201 - $1,000
Republic of Hungary 2006	Gov. Securities	Joint	N/A	Interest $201 - $1,000
Republic Polen 2006 EMTN	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
Edison International Cmn(EIX)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Owens Gas Well - Conoco Phillips	Other	Self	$250,001 - $500,000	Other/Royalties $15,001 - $50,000
Rabobank Nederland NV	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
Pimco All Asset All Authority Inst.	Mutual Funds	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Pimco Eqs Pathfinder Fund Inst.	Mutual Funds	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Cash Account - M. McNee Campbell Family Income Trust #2	Bank & Cash	Self	$250,001 - $500,000	Interest $201 - $1,000
Baker Hughes Cmn (Acquired by Halliburton Co 11/30/15; M. McNee Campbell FIT #2)(BHI)	Stocks	Self	N/A	Dividends $201 - $1,000
Beam Inc. Cmn(BEAM)	Stocks	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
Bristol-Myers Squibb Company Common Stock(BMY)	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Chevron Corporation Common Stock(CVX)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Commerce Bancshares Inc. Common Stock(CBSH)	Stocks	Self	$1,001 - $15,000	Dividends $2,501 - $5,000
Direct Common Stock	Stocks	Self	N/A	None
UBS Current Account - AUD	Bank & Cash	Joint	$1 - $1,000	None
GMAC Demand Notes	Other	Joint	$50,001 - $100,000	Interest $1,001 - $2,500
M. McNee Campbell Family Trust #2	Other	Self	N/A	None
CVS Corporation Common Stock(CVS)	Stocks	Joint	N/A	Dividends/Capital Gains $5,001 - $15,000
Wells Fargo Bank Account	Bank & Cash	Joint	$100,001 - $250,000	Interest $1 - $200
3848 Home Partners, LLC (California Home Builder & Developer) California, US	LLC / Partnership	Spouse	$15,001 - $50,000	Interest/Other LLC Income $2,501 - $5,000
Old Mill Housing, LLC (California Home Builder & Developer) California, US	LLC / Partnership	Spouse	$15,001 - $50,000	Interest/Capital Gains/LLC Income $201 - $1,000
ACD Holdings, LLC (Real Estate Holdings)	LLC / Partnership	Joint	N/A	None
1300 Auto Mall Drive, Santa Ana, CA Santa Ana, CA, US	Real Estate	Joint	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
1380 Auto Mall Drive Santa Ana, CA, US	Real Estate	Joint	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
1350 Auto Mall Drive Santa Ana, CA, US	Real Estate	Joint	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
18801 Beach Blvd Huntington Beach, CA, US	Real Estate	Joint	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
1500 South River Cir., Suite 300 Tempe, CA, US	Real Estate	Joint	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
1380 S. Auto Center Dr. Anaheim, CA, US	Real Estate	Joint	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
Cash Accounts - ACD Holdings, LLC	LLC / Partnership	Joint	$100,001 - $250,000	Interest $1 - $200
American Century Heritage Fund	Mutual Funds	Spouse	$15,001 - $50,000	None
Baker Hughes Inc Common Stock(BKR)	Stocks	Joint	N/A	Dividends $201 - $1,000
Goldman Sachs Core Fixed Income Fund A	Mutual Funds	Joint	$100,001 - $250,000	None
UBS Current Account - USD	Bank & Cash	Joint	$1,001 - $15,000	None
iShares Trust S&P/TOPIX 150 Index Fund	ETFs	Joint	N/A	None
iShares MSCI United Kingdom Index Fund(EWU)	ETFs	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares MSCI Japan Index Fund(EWJ)	ETFs	Joint	$15,001 - $50,000	Dividends $201 - $1,000
JP Morgan Trust I Asia Equity Fund	Mutual Funds	Joint	$50,000 - $100,000	None
MFS Series Trust X - Emerging Markets Equity Fund	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1 - $200
iShares Inc./MSCI EMU Index Fund	ETFs	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
iShares Inc./MSCI Emerging Market Index Fund	ETFs	Joint	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
iShares Inc./MSCI Latin America 40 Index Fund	ETFs	Joint	$15,001 - $50,000	Dividends $1 - $200
iShares Inc. - MSCI Singapore (Free) Index Fund	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
iShares Inc. - MSCI Hong Kong Index Fund	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
El Paso Corp., Common Stock(EP)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Pioneer Emerging Markets Fund	Mutual Funds	Self	N/A	Capital Gains $201 - $1,000
Stocks received on 10/09/12 in settlement of legal action and subsequently sold on 12/10/12	Other	Self	N/A	None
Marathon Oil Corporation, Common Stock(MRO)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Northrop Grumman Corp., Common Stock(NOC)	Stocks	Self	N/A	Dividends $1 - $200
Tenneco Inc., Common Stock(TEN)	Stocks	Self	N/A	None
Defender Vontobel International Fund	Mutual Funds	Spouse	N/A	Interest $201 - $1,000
Franklin Templeton Funds	Mutual Funds	Self	N/A	None
Reynolds American Inc., Common Stock(RAI)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Zimmer Holdings Inc. Cmn(ZBH)	Stocks	Joint	N/A	Dividends/Capital Gains $1 - $200
BP P.L.C. Sponsored ADR Cmn(BP)	Stocks	Joint	N/A	Dividends $201 - $1,000
iShares Inc. - Markit iBoxx ETF(LQD)	ETFs	Joint	$1,001 - $15,000	Dividends $201 - $1,000
JP Morgan Trust I - US Select Equity Fund	Mutual Funds	Joint	$50,001 - $100,000	Dividends $1 - $200
Deutsche Bahn Finance B.V. EMTN	Other	Joint	$1,001 - $15,000	None
EMTN Metro AG	Other	Joint	$1,001 - $15,000	None
Goldman Sachs Bank Deposits	Bank & Cash	Joint	$250,001 - $500,000	Interest $201 - $1,000
Cert Vont AE 2012	Other	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Raytheon Co. Cmn(RTN)	Stocks	Joint	N/A	Dividends $1 - $200
General Motors Company Cmn(GM)	Stocks	Joint	N/A	Capital Gains $5,001 - $15,000
Motors Liquidation Company GUC Trust	Other	Joint	N/A	Capital Gains $1,001 - $2,500
WTS/General Motors Company Ex 07/10/2016 and 07/10/2019	Other	Joint	N/A	Capital Gains $5,001 - $15,000
Leaseplan Corporation NV	Other	Joint	$1,001 - $15,000	None
Willoughby Land Company, LLC	LLC / Partnership	Joint	N/A	None
3032 Wilshire Blvd. (50% Ownership) Santa Monica, CA, US	Real Estate	Joint	N/A	Rent/Capital Gains $1,000,001 - $5,000,000
Campbell/McKee Family Fam. LLC Cottonwood, AZ, US	LLC / Partnership	Joint	$500,001 - $1,000,000	Other LLC Income $15,001 - $50,000
9681 Irvine Center Drive Irvine, CA, US	Real Estate	Joint	$500,001 - $1,000,000	Rent $5,001 - $15,000
901 Via Del Villoughby Land Company, LLC	LLC / Partnership	Joint	$1,000,001 - $5,000,000	None
Allstate Corporation Common Stock(ALL)	Stocks	Joint	N/A	Dividends $1 - $200
UBS Current Account - CHF	Bank & Cash	Joint	$1 - $1,000	None
10.25% Vont AE Brent Cr Oil Fund	Other	Joint	$15,001 - $50,000	None
Goldman Sachs High Yield Mutual Fund Class A (IRA)	Mutual Funds	Joint	$250,001 - $500,000	None
Exxon Mobil Corporation Common Stock(XOM)	Stocks	Joint	N/A	Dividends/Capital Gains $1,001 - $2,500
Fortune Brands Home & Security Common Stock(FBHS)	Stocks	Joint	N/A	Dividends/Capital Gains $2,501 - $5,000
Freeport McMoran Copper & Gold Common Stock(FCX)	Stocks	Joint	N/A	Dividends $1 - $200
Frontier Communications Corp(FTR)	Stocks	Joint	N/A	Dividends $1 - $200
Dexia Credit Locale de France	Other	Joint	N/A	Interest $201 - $1,000
Deutsche Telekom AG EMTN	Other	Joint	$1,001 - $15,000	Interest $201 - $1,000
Deutsche Bundesbahn EMTN	Gov. Securities	Joint	$1,001 - $15,000	Interest $1 - $200
Merck Financial Services GmbH EMTN	Gov. Securities	Joint	$1,001 - $15,000	Interest $1 - $200
European Financial Stability Facility	Gov. Securities	Joint	$15,001 - $50,000	Interest $1 - $200
GDF Suez EMTN	Gov. Securities	Joint	$1,001 - $15,000	Interest $1 - $200
Europaische Investitionsbank (EIB)	Gov. Securities	Joint	$15,001 - $50,000	Interest $1 - $200
Marathon Petroleum Corp(MPC)	Stocks	Joint	N/A	Dividends/Capital Gains $201 - $1,000
Vanguard MSCI Emerging Markets ETF(VWO)	ETFs	Joint	N/A	None
Mesabi Trust UBI Cmn(MSB)	Stocks	Joint	N/A	Dividends/Capital Gains $1 - $200
Goldman Sachs Bank Deposit - IRA	Bank & Cash	Joint	$15,001 - $50,000	None
S&P 500 Index Fund (SPDR) - IRA	Mutual Funds	Joint	$250,001 - $500,000	None
Russell 2000 Index Fund (SPDR)	Mutual Funds	Joint	$100,001 - $250,000	None
Lithuania 2005	Gov. Securities	Joint	N/A	Interest $201 - $1,000
Vontobel Financial Products Ltd	Other	Joint	N/A	Dividends/Interest/Capital Gains $2,501 - $5,000
Province of Ontario	Gov. Securities	Joint	N/A	Interest $1 - $200
Templeton Global Investment Trust Foreign Mkt Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Templeton Global Investment Trust Emerging Mkts Small Cap Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
General Electric Co. Cmn(GE)	Stocks	Joint	N/A	Dividends/Capital Gains $1,001 - $2,500
International Paper Co. Cmn(IP)	Stocks	Joint	N/A	Dividends/Capital Gains $201 - $1,000
JPMorgan Chase & Co. Cmn(JPM)	Stocks	Joint	N/A	Dividends $1,001 - $2,500
iShares Inc./MSCI Switzerland Index Fund(EWL)	ETFs	Joint	$50,001 - $100,000	Dividends/Capital Gains $5,001 - $15,000
Shares-A.MFS Trust V	Mutual Funds	Joint	N/A	None

Trading Sector Allocation (from PTR trades)

Financial Services$1.5M

Energy$81K

Consumer Cyclical$98K

Utilities$8K

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).