K. Michael Conaway Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 135 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$5.5M

2008 annual disclosure

Total Assets

$3.1M - $7.8M

135 assets

Total Liabilities

0 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$2.9M (72)

Other$1.3M (14)

Bank & Cash$520K (17)

LLC / Partnership$223K (5)

Real Estate$175K (2)

Gov. Securities$158K (5)

Stocks$156K (18)

Retirement & Pension$108K (2)

Top Stock Holdings (from trades)

Vanguard Consumer Staples ETFVDC

$951K

Vanguard Dividend Appreciation ETFVIG

$828K

State Street SPDR S&P Dividend ETFSDY

$786K

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFGSLC

$726K

Principal U.S. Mega-Cap ETFUSMC

$626K

State Street SPDR S&P 500 ETF TrustSPY

$602K

Vanguard Utilities ETFVPU

$556K

State Street SPDR Bloomberg Convertible Securities ETFCWB

$456K

All Assets (135)

Asset	Type	Owner	Value	Income
Novell(NOVL)	Stocks	Spouse	$1 - $1,000	None
Novell Systems(NOVL)	Stocks	Spouse	$1,001 - $15,000	None
Micron Technology(MU)	Stocks	Spouse	$1,001 - $15,000	None
Teradyne Corp(TER)	Stocks	Spouse	$1,001 - $15,000	None
Xilinx Inc(XLNX)	Stocks	Spouse	$1,001 - $15,000	Dividend $1 - $200
Clayton Williams Energy(CWEI)	Stocks	Spouse	$15,001 - $50,000	Dividend $1 - $200
Southwest Airlines(LUV)	Stocks	Spouse	$1,001 - $15,000	Dividend $1 - $200
Centennial Money Market Trust	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
Merrill Lynch Money Fund	Mutual Funds	Spouse	$15,001 - $50,000	Interest $201 - $1,000
KMA Money Market UBS Prime	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $201 - $1,000
Dreyfus Premier Tax Managed Growth Fund Cl A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $201 - $1,000
Dreyfus Premier Tax Managed Growth Fund Cl B	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $1 - $200
Evergreen Core Bond Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $1 - $200
Eaton Vance Tax Managed Growth Fund Cl A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $201 - $1,000
Federal National Mortgage Association(FNMA)	Gov. Securities	Spouse	$50,001 - $100,000	Interest $2,501 - $5,000
Federated Texas High Yield Advantage Fund Cl I	Mutual Funds	Spouse	$50,001 - $100,000	Dividend $2,501 - $5,000
MFS Municipal High Income Fund Cl A	Mutual Funds	Spouse	$100,001 - $250,000	Dividend $5,001 - $15,000
Southwest Airlines(LUV)	Stocks	Spouse	$1,001 - $15,000	Dividend $1 - $200
Micron Technology(MU)	Stocks	Spouse	$1,001 - $15,000	Dividend
Wells Fargo Checking - Midland, Texas Midland, Texas, US	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
Eaton Vance Tax Managed Growth Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $201 - $1,000
Hartford Capital Appreciation Fund	Mutual Funds	Spouse	$50,001 - $100,000	Capital Gain $1,001 - $2,500
Franklin Templeton Founding Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividend $201 - $1,000
UBS Money Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1,001 - $2,500
Centennial Money Market Trust	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $1,001 - $2,500
Merrill Lynch Managed Account - Act N	Other	Spouse	$250,001 - $500,000	Dividend & Interest; Capital Gain $5,001 - $50,000
Merrill Lynch Managed Account - Act N	Other	Spouse	$250,001 - $500,000	Dividend & Interest; Capital Gain $5,001 - $50,000
Kavelier Exploration Co. Midland, Texas, US	Other	Spouse	$15,001 - $50,000	Oil & Gas Royalty $2,501 - $5,000
Oil & Gas Mineral Interests	Other	Spouse	$15,001 - $50,000	Oil & Gas Royalty $2,501 - $5,000
La Osa Cattle Co., Partnership Midland, Texas, US	LLC / Partnership	Spouse	$50,001 - $100,000	Oil & Gas Royalty $5,001 - $15,000
Telefonica Moviles Argentina S.A. Ord	Stocks	Joint	$1,001 - $15,000	None
Telefonica de Argentina S.A. Ord C B	Stocks	Joint	$1,001 - $15,000	None
Clayton Williams Energy, Common Stock(CWEI)	Stocks	Joint	$15,001 - $50,000	Dividend $1,001 - $2,500
McMurry Corp. Midland, Texas, US	Other	Joint	$250,001 - $500,000	Interest $15,001 - $50,000
Merrill Lynch Money Fund	Mutual Funds	Joint	$15,001 - $50,000	Interest $1,001 - $2,500
Wells Fargo Bank - Savings - Midland, Texas Midland, Texas, US	Bank & Cash	Joint	$1,001 - $15,000	Interest $201 - $1,000
Morgan Stanley Bank - Savings	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Wright Patman Federal Credit Union - Savings	Bank & Cash	Joint	$1,001 - $15,000	Interest
Norel, Inc.	Stocks	Joint	$1 - $1,000	None
Tyler Technologies(TYL)	Stocks	Joint	$1 - $1,000	None
Centennial Money Market	Mutual Funds	Joint	$15,001 - $50,000	Dividend $1,001 - $2,500
KMC Lario Oil & Gas Co. - Oil & Gas Midland, Texas, US	Other	Joint	$15,001 - $50,000	Oil & Gas Royalty $2,501 - $5,000
KMC, Inc. Investments - Midland, Texas Oil & Gas Midland, Texas, US	LLC / Partnership	Spouse	$1,001 - $15,000	Dividend $1 - $200
KMC(KMC)	Stocks	Spouse	$1 - $1,000	None
Harkin Energy	Stocks	Spouse	$1 - $1,000	None
Van Kampen Tax Exempt High Yield Fund	Mutual Funds	Spouse	$100,001 - $250,000	Dividend $5,001 - $15,000
Oppenheimer Municipal Bond Fund CL A	Mutual Funds	Spouse	$50,001 - $100,000	Dividend $5,001 - $15,000
Merrill Lynch Bank & Trust	Bank & Cash	Spouse	$250,001 - $500,000	Interest $5,001 - $15,000
JP Morgan High Income Advantage	Mutual Funds	Spouse	$10,001 - $15,000	Dividend-TF $5,001 - $15,000
UBS Bank USA Dep Acct	Bank & Cash	Spouse	$1,001 - $15,000	Interest $5,001 - $15,000
Federated Strategic Income Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $201 - $1,000
Federated Strategic Value Dividend	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $201 - $1,000
Federated Market Opportunities	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $201 - $1,000
Federated Capital Income Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $1,001 - $2,500
Federated Kaufmann Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend
Federated Capital Appreciation Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $1 - $200
Federated Clover Value Fund	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $50,001 - $100,000
Franklin Templeton Founding Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1,001 - $2,500
Templeton Foreign Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1,001 - $2,500
DWS Short Term Muni Bond Fund CL A	Mutual Funds	Spouse	$500,001 - $1,000,000	Dividend-TF $15,001 - $50,000
Houston Texas Water & Sewer Bonds 5.25% Houston, Texas, US	Gov. Securities	Spouse	N/A	Interest-TF
Municipal Bonds 4.25%	Gov. Securities	Spouse	N/A	Interest
Custodial Trust Co CD 4.90% 11/02/2007	Bank & Cash	Spouse	N/A	Interest $1,001 - $2,500
General Electric Cap 5.25% 02/12/07	Other	Spouse	N/A	Interest $1,001 - $2,500
Eurobank CD 5.10% 01/10/07	Bank & Cash	Spouse	N/A	Interest $1,001 - $2,500
GMAC Bank Midvale 6.25% 07/12/07 Midvale, US	Bank & Cash	Spouse	N/A	Interest $2,501 - $5,000
Capital One Bank CD 5.50% 05/18/07	Bank & Cash	Spouse	N/A	Interest $1,001 - $2,500
Lehman Brothers 5.85% 05/18/07	Other	Spouse	N/A	Interest $1,001 - $2,500
Westernbank CD 3.85% 05/18/07	Bank & Cash	Spouse	N/A	Interest $1,001 - $2,500
Westernbank CD 4.90% 11/02/07	Bank & Cash	Spouse	N/A	Interest $1,001 - $2,500
Wachovia CD 4.90% 11/02/07	Bank & Cash	Spouse	N/A	Interest
Magnolia Texas ISD Bonds 5.125% 08 Texas, US	Gov. Securities	Spouse	$50,001 - $100,000	Interest $2,501 - $5,000
Wells Fargo Bank CD 5.38% 07/06/08	Bank & Cash	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Wells Fargo Bank - Midland, Texas Midland, Texas, US	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
La Oveja Cattle Co., Partnership Midland, Texas, US	LLC / Partnership	Spouse	$50,001 - $100,000	Oil & Gas Royalty $5,001 - $15,000
Kidwell Exploration, S Corp Midland, Texas, US	LLC / Partnership	Spouse	$15,001 - $50,000	Oil & Gas Royalty $2,501 - $5,000
Longfellow Partners Ltd.	LLC / Partnership	Spouse	$15,001 - $50,000	Investment Partnership $50,001 - $100,000
Prudential SSAs	Other	Spouse	N/A	Structured Settlement Payment $50,001 - $100,000
MetLife Insurance	Other	Spouse	N/A	Structured Settlement Payment $50,001 - $100,000
Allstate Insurance	Other	Spouse	N/A	Structured Settlement Payment $15,001 - $50,000
JT IRA - JPMorgan Chase Common Stock(JPM)	Retirement & Pension	Joint	$50,001 - $100,000	Dividend $201 - $1,000
JT IRA - IBM Common Stock(IBM)	Retirement & Pension	Joint	$15,001 - $50,000	Dividend $201 - $1,000
AIM Capital Development Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend
AIM Constellation Fund	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gain $2,501 - $5,000
Federated Strategic Income Fund (Dividend)	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
Federated Strategic Income Fund (Capital Gain)	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gain $1 - $200
Federated Kaufmann Fund (Dividend)	Mutual Funds	Spouse	$1,001 - $15,000	Dividend
Federated Kaufmann Fund (Capital Gain)	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gain $201 - $1,000
Federated Capital Appreciation Fund (Dividend)	Mutual Funds	Spouse	$1,001 - $15,000	Dividend
Federated Capital Appreciation Fund (Capital Gain)	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gain
Federated International Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1,001 - $2,500
UBS U.S. Allocation Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividend $1,001 - $2,500
MFS Core Equity Fund Class A	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gain $1,001 - $2,500
UBS PW Retirement Money Fund	Mutual Funds	Spouse	$1 - $1,000	Dividend $1 - $200
AIM Constellation Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend
American Century Money Market	Mutual Funds	Spouse	$1 - $15,000	Dividend $1 - $200
ML Bank USA RASP	Bank & Cash	Spouse	$1 - $15,000	Interest $1 - $200
Putnam Health Sciences Trust	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Putnam High Yield Trust	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Eaton Vance Special Investment Trust	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
US Treasury Strips United States	Gov. Securities	Spouse	$1,001 - $15,000	Interest
Edward Jones Money Market	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
Pepsico Inc. Bond (due 10/01/08)	Other	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Chicago Midway Rev Bd (01/01/06) Chicago, IL, US	Other	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Van Kampen Unit Tr 490 Ser 18	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
AT&T Common Stock(T)	Stocks	Spouse	$1,001 - $15,000	Dividend $1 - $200
Coca-Cola Common Stock(KO)	Stocks	Spouse	$1,001 - $15,000	Dividend $1 - $200
American Balanced Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Capital Income Builder Fund Cl A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $1,001 - $2,500
Capital World Growth & Income Fund Cl A	Mutual Funds	Spouse	$50,001 - $100,000	Dividend $1,001 - $2,500
Columbia Tax Exempt Fund Cl A	Mutual Funds	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Euro Pacific Growth Fund Cl A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $201 - $1,000
Eaton Vance Tax-Managed Growth Fund Cl A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $1,001 - $2,500
Federated Equity Income Fund Cl A	Mutual Funds	Spouse	$50,001 - $100,000	Dividend $201 - $1,000
Fidelity Advisor Fundamental Investors Fund Cl A	Mutual Funds	Spouse	$50,001 - $100,000	Capital Gains $2,501 - $5,000
Growth Fund of America Cl A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $201 - $1,000
Hartford Capital Appreciation Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
Hartford Global Health Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend
Hartford Healthcare Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $201 - $1,000
Hartford Stock Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
Investment Company of America Cl A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $1,001 - $2,500
Janus Fund Cl A	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains $1,001 - $2,500
New World Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
Putnam Equity Income Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
Putnam Health Sciences Trust Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
Templeton Foreign Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Tax Exempt Bond Fund of America Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
Washington Mutual Investors Fund Cl A	Mutual Funds	Spouse	$50,001 - $100,000	Dividend $1,001 - $2,500
Washington Mutual Investors Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Washington Mutual Investors Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
Washington Mutual Investors Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Farm Land Eastland County, Texas Eastland County, Texas, US	Real Estate	Spouse	$100,001 - $250,000	Capital Gains
1/3 undivided interest in 98 acres	Real Estate	Spouse	N/A	None
Various Louisiana oil & gas royalty interests Louisiana, US	Other	Spouse	$15,001 - $50,000	Oil & Gas Royalty Interests $2,501 - $5,000
Wells Fargo Bank Account, Beneficial Interest	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200

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

K. Michael Conaway trades Wealthiest members Most active traders TX delegation Articles

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).