K. Michael Conaway
K. Michael Conaway Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 14, 2013. Includes 117 assets and 1 liabilities.
Est. Net Worth
$5.7M
2013 annual disclosure
Total Assets
$3.2M - $8.6M
117 assets
Total Liabilities
$100K - $250K
1 liabilities
Total Trades
1,414
From PTR filings
Trade Volume
$45.9M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $5.5M |
| 2009 | $3.7M |
| 2010 | $5.4M |
| 2010 | $4.7M |
| 2011 | $4.5M |
| 2012 | $5M |
| 2013 | $5.7M |
Assets by Category
Mutual Funds$3.2M (54)
Other$631K (6)
Stocks$613K (20)
Retirement & Pension$375K (3)
Bank & Cash$345K (13)
LLC / Partnership$280K (6)
Real Estate$240K (3)
Insurance$146K (10)
Gov. Securities$83K (2)
Top Stock Holdings (from trades)
Vanguard Consumer Staples ETFVDC
$951KVanguard Dividend Appreciation ETFVIG
$828KState Street SPDR S&P Dividend ETFSDY
$786KGoldman Sachs ActiveBeta U.S. Large Cap Equity ETFGSLC
$726KPrincipal U.S. Mega-Cap ETFUSMC
$626KState Street SPDR S&P 500 ETF TrustSPY
$602KVanguard Utilities ETFVPU
$556KState Street SPDR Bloomberg Convertible Securities ETFCWB
$456KAll Assets (117)
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Comerica Money Market Trust | $1,001 - $15,000 |
Comerica Bank | $1,001 - $15,000 |
RMA Money Market - UBS Prime Weber | $1,001 - $15,000 |
Dodge & Cox Income Fund CI A | $50,001 - $100,000 |
Dodge & Cox International Stock Fund CI A | $100,001 - $250,000 |
Cohen & Steers Real Realty 4.5% 01/01/2018 | $15,001 - $50,000 |
Fidelity Advisor High Income Adv C I | $15,001 - $50,000 |
MFS Municipal High Income R6 CA | $100,001 - $250,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Wells Fargo Checking - Midland, Texas Midland, Texas, US | $15,001 - $50,000 |
Eaton Vance TR Managed Growth Fund | $50,001 - $100,000 |
Franklin Templeton Founding Fund | $50,001 - $100,000 |
UBS Money Fund Fund | $1,001 - $15,000 |
Centennial Money Market Trust | $15,001 - $50,000 |
Merrill Lynch Bus. Acct N (Managed Trust, Not Self Directed) | $250,001 - $500,000 |
Kidwell Exploration Co Midland, Texas, US | $15,001 - $50,000 |
Oil & Gas Mineral Interests Midland, Texas, US | $15,001 - $50,000 |
LA Oil Crude Co - Partnership Midland, Texas, US | $15,001 - $50,000 |
Argentine Peso | $1,001 - $15,000 |
Conocowell Corporation S Corp Midland, Texas, US | $50,001 - $100,000 |
Merrill Lynch Money Fund | $15,001 - $50,000 |
MidlSouth Bank, checking Midland, Texas, US | $15,001 - $50,000 |
Wells Fargo Bank, checking Midland, Texas, US | $1,001 - $15,000 |
Worth Farm Federal Credit Union, savings | $1,001 - $15,000 |
Worth Farm Federal Credit Union, checking | $1,001 - $15,000 |
American Express | $1,001 - $15,000 |
Centennial Money Market | $15,001 - $50,000 |
Oil & Gas Mineral Interests Midland, Texas, US | $15,001 - $50,000 |
Midland, Texas, US | $1,001 - $15,000 |
| $1 - $1,000 | |
Publicly Traded Common Stock | $1 - $1,000 |
Invesco Public & Retail Fund | $100,001 - $250,000 |
Virtus InfraCap U.S. Preferred Stock ETF | $100,001 - $250,000 |
| $100,001 - $250,000 | |
| $100,001 - $250,000 | |
Merrill Lynch Bank & Trust | $100,001 - $250,000 |
JPMorgan U.S. Government Money Market Fund | $15,001 - $50,000 |
Federated Strategic Income Fund | $15,001 - $50,000 |
Federated Institutional Absolute Return Fund | $15,001 - $50,000 |
Federated Kaufmann Fund | $15,001 - $50,000 |
Federated Hermes Strategic Value Dividend Fund | $15,001 - $50,000 |
Franklin Templeton Founding Fund | $15,001 - $50,000 |
DWS Short Term Municipal Bond Fund Class A | N/A |
Double C X Utility 5.04% 02/15/2042 | $100,001 - $250,000 |
Touchstone Strategic Income Fund | $100,001 - $250,000 |
BlackRock Global Allocation Fund | $100,001 - $250,000 |
BlackRock Equity Dividend Fund | $100,001 - $250,000 |
First Eagle Global Fund | $100,001 - $250,000 |
Goldman Sachs Mid Cap Value Fund | $100,001 - $250,000 |
MacKay Shields | $100,001 - $250,000 |
Principal Global Diversified Income Fund | $100,001 - $250,000 |
Wells Fargo Bank - Midland, Texas Midland, Texas, US | $15,001 - $50,000 |
La Oro Cattle Co Partnership Midland, Texas, US | $15,001 - $50,000 |
Travel Exploration S Corp Midland, Texas, US | $15,001 - $50,000 |
SJV Mineral LLC | $50,001 - $100,000 |
Prudential ISA | N/A |
Edward Jones SEP IRA | N/A |
| N/A | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
Invesco Comstock Fund | $15,001 - $50,000 |
AllianceBernstein Growth Fund | $15,001 - $50,000 |
American Funds Capital Income Builder | $15,001 - $50,000 |
Federated Strategic Value Dividend Fund | $1,001 - $15,000 |
Federated Kaufmann Fund | $1,001 - $15,000 |
Lord Abbett Bond Debenture Fund | $15,001 - $50,000 |
UBS U.S. Allocation Fund | $50,001 - $100,000 |
MFS Core Equity Fund Class A | $15,001 - $50,000 |
BlackRock Liquidity Funds TempFund | $1,001 - $15,000 |
Valley National Bank | $1,001 - $15,000 |
FIA Card Services NA VISA | $1,001 - $15,000 |
Putnam Global Health Care Fund Cl A | $1,001 - $15,000 |
Eaton Vance Special Investment Trust | $1,001 - $15,000 |
Edward Jones Money Market Fund (01/01/2008) | $1,001 - $15,000 |
PNC Bank NA | $1,001 - $15,000 |
Chicago IL Midway Rev Bd (01/01/2011) Chicago, IL, US | $1,001 - $15,000 |
Berks Co PA IDA Rev (07/01/2009) Berks County, PA, US | $50,001 - $100,000 |
Wells Fargo Advantaged Tax Free Fund | $15,001 - $50,000 |
Van Kampen Unit Trust 490 Series 18 | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
AMCAP Fund Cl A | $1,001 - $15,000 |
American Balanced Fund Cl A | $1,001 - $15,000 |
American EuroPacific Growth Fund Cl A | $1,001 - $15,000 |
American Fundamental Investors Cl A | $15,001 - $50,000 |
American Income Fund Cl A | $15,001 - $50,000 |
Capital Income Builder Fund Cl A | $50,001 - $100,000 |
Capital World Growth & Income Fund Cl A | $15,001 - $50,000 |
Euro Pacific Growth Fund Cl A | $15,001 - $50,000 |
Growth Fund of America Cl A | $15,001 - $50,000 |
Investment Company of America Cl A | $15,001 - $50,000 |
New World Fund Cl A | $1,001 - $15,000 |
The Growth Fund of America Cl A | $1,001 - $15,000 |
Washington Mutual Investors Fund Cl A | $50,001 - $100,000 |
Washington Mutual Investors Fund Cl A | $1,001 - $15,000 |
Edward Jones Managed Account | $250,001 - $500,000 |
2/3 undivided interest in 89 acres Fannin County, Texas, US | $100,001 - $250,000 |
Various Louisiana oil & gas royalty interests Louisiana, US | $15,001 - $50,000 |
American General Life Whole Life Insurance Policy | $15,001 - $50,000 |
American General Life | $1,001 - $15,000 |
American General Life | $1,001 - $15,000 |
Northwestern Mutual | $1,001 - $15,000 |
Northwestern Mutual | $1,001 - $15,000 |
Northwestern Mutual | $1,001 - $15,000 |
Northwestern Mutual | $1,001 - $15,000 |
Northwestern Mutual | $15,001 - $50,000 |
Northwestern Mutual | $15,001 - $50,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Community National Bank | personal loan | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Technology$1.9M
Communication Services$451K
Industrials$1.2M
Basic Materials$378K
Energy$467K
Healthcare$1.3M
Consumer Defensive$1.4M
Financial Services$6.8M
Consumer Cyclical$735K
Retail Trade$312K
Real Estate$129K
Utilities$1M
Insurance$72K
Banking$73K
Transportation & Utilities$16K
Manufacturing$186K
Services$97K
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).