K. Michael Conaway Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 97 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$3.7M

2009 annual disclosure

Total Assets

$2.1M - $5.4M

97 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

Bank & Cash$1.2M (19)

Mutual Funds$1.1M (42)

Gov. Securities$482K (6)

Other$481K (9)

Stocks$252K (15)

LLC / Partnership$209K (6)

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 (97)

Asset	Type	Owner	Value	Income
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
Blackrock Equity Dividend Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1,001 - $2,500
UBS Money Fund Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $201 - $1,000
Centennial Money Market Trust	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $201 - $1,000
Merrill Lynch Managed Account	Other	Spouse	$250,001 - $500,000	Dividend & Interest $5,001 - $15,000
Kidwell Exploration Corp. - Midland, Texas 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
Permian Basin Royalty - Midland, Texas Midland, Texas, US	Other	Spouse	$15,001 - $50,000	Oil & Gas Royalty $2,501 - $5,000
Telefonica Moviles Argentina SA ADR	Stocks	Spouse	$1 - $15,000	None
Telefonica de Argentina SA Ord Cl B	Stocks	Spouse	$1 - $15,000	None
Conawell Corporation - Midland, Texas Midland, Texas, US	LLC / Partnership	Joint	$50,001 - $100,000	Capital Gain $100,001 - $1,000,000
Merit Energy	Stocks	Joint	$1,001 - $15,000	Interest $1 - $200
Clayton Williams Energy - common stock	Stocks	Joint	$15,001 - $50,000	Interest
Morgan Stanley Dean Witter	Bank & Cash	Joint	$1,001 - $15,000	Interest $201 - $1,000
Wells Fargo Bank - Savings - Midland, Texas Midland, Texas, US	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Wright Patman Federal Credit Union - checking	Bank & Cash	Joint	$1 - $1,000	Interest
Wright Patman Federal Credit Union - savings	Bank & Cash	Joint	$1 - $1,000	Interest $1 - $200
Novell, Inc.	Stocks	Joint	$15,001 - $50,000	Dividend $201 - $1,000
Centennial Money Market	Mutual Funds	Joint	$15,001 - $50,000	Dividend $201 - $1,000
Lario Oil & Gas Co. - Midland, Texas Midland, Texas, US	LLC / Partnership	Self	$1,001 - $15,000	Oil & Gas Royalty $2,501 - $5,000
KMC, Inc. Investments - Midland, Texas Midland, Texas, US	LLC / Partnership	Self	$1,001 - $15,000	Dividend $1 - $200
Combain Corp. Oil & Gas - Midland, Texas Midland, Texas, US	Other	Spouse	$1 - $1,000	Oil & Gas Royalty $1 - $200
KMG Publicly Traded Common Stock	Stocks	Self	$1 - $1,000	None
Van Kampen Tax Exempt High Yield Fund	Mutual Funds	Spouse	$100,001 - $250,000	Dividend $5,001 - $15,000
Oppenheimer Rochester Natl Muni Fund Cl A	Mutual Funds	Spouse	$50,001 - $100,000	Dividend $5,001 - $15,000
Morgan Stanley High Yield Fund	Mutual Funds	Spouse	$100,001 - $250,000	Interest $5,001 - $15,000
Pioneer Municipal High Income Advantage	Mutual Funds	Spouse	$50,001 - $100,000	Dividend-TE $5,001 - $15,000
Lord Abbett Bond Debenture Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $1,001 - $2,500
Federated Strategic Income Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend
Federated Total Return Bond Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend
Federated Kaufmann Fund	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gain $201 - $1,000
Federated Capital Appreciation Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend
Franklin Templeton Growth Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend
Franklin Templeton Founding Funds	Mutual Funds	Spouse	$1,001 - $15,000	Dividend
Franklin Templeton Income Fund	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gain $201 - $1,000
First Bank of PR CD 5.000% 06/20/08	Bank & Cash	Spouse	$250,001 - $500,000	Interest $2,501 - $5,000
Magnolia Texas ISD Bonds 5.125% 08 Texas, US	Gov. Securities	Spouse	$50,001 - $100,000	Interest
Eurobank CD 3.10% 01/14/2009	Bank & Cash	Spouse	$50,001 - $100,000	Interest
Branch Banking & Trust CD 3.00% 01/23/2009	Bank & Cash	Spouse	$50,001 - $100,000	Interest
Bank of Oklahoma CD 3.00% 01/30/2009 Oklahoma, US	Bank & Cash	Spouse	$50,001 - $100,000	Interest
Bank of Oklahoma CD 3.00% 02/10/2009 Oklahoma, US	Bank & Cash	Spouse	$50,001 - $100,000	Interest
National City Bank Cleveland CD 3.35% 04/27 Cleveland, OH, US	Bank & Cash	Spouse	$50,001 - $100,000	Interest
First Regional Bank LA 3.40% 06/11/2009 Louisiana, US	Bank & Cash	Spouse	$50,001 - $100,000	Interest
Bank of the West CD 5.25% 10/19/2009	Bank & Cash	Spouse	$50,001 - $100,000	Interest
Carolina First Bank CD 5.60% 07/13/2009	Bank & Cash	Spouse	$50,001 - $100,000	Interest
Isaac Bank of Findlay N.Y. CD 3.70% (07/17/2009)	Bank & Cash	Spouse	$50,001 - $100,000	Interest
Comm Bank Tri-County Waldorf MD CD 3.50% Waldorf, MD, US	Bank & Cash	Spouse	$50,001 - $100,000	Interest
Dallas C TX UT 5.00% 02/15/2024 Dallas, TX, US	Gov. Securities	Spouse	$250,001 - $500,000	Interest
Wells Fargo Bank CD 5.8% 01/06/09	Bank & Cash	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Wells Fargo Bank - Midland, Texas Midland, TX, US	Bank & Cash	Spouse	$1,001 - $15,000	Interest $201 - $1,000
La Oa Cattle Co. Partnership Midland, TX, US	LLC / Partnership	Spouse	$50,001 - $100,000	Oil & Gas Royalty $5,001 - $15,000
Kinder Morgan Operating LP Midland, TX, US	LLC / Partnership	Spouse	$5,001 - $15,000	Oil & Gas Royalty $2,501 - $5,000
SV Investments, Ltd.	LLC / Partnership	Spouse	$15,001 - $50,000	Investment Partnership $5,001 - $15,000
Allstate Insurance	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
JP Morgan Chase Common Stock (JT-IRA)(JPM)	Stocks	Joint	$50,001 - $100,000	Dividend $2,501 - $5,000
IBM Common Stock (JT-IRA)(IBM)	Stocks	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
Alliance Bernstein Growth Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend
American Funds Growth Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend
Federated Strategic Income Fund	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gain
Federated Stock Trust	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gain $1 - $200
Federated Market Opportunities Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend
Federated Kaufman Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend
Franklin Small Cap Growth Fund	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gain $1 - $200
Federated Capital Appreciation Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
Templeton Foreign Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $1,001 - $2,500
UBS USA Allocation Fund	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gain $1,001 - $2,500
MFS Core Equity Fund Class A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $1 - $200
USB PW Retirement Money Fund	Mutual Funds	Spouse	$1 - $1,000	Dividend $1 - $200
American Funds (JT-IRA)	Mutual Funds	Joint	$1,001 - $15,000	Dividends
Valley National Bancorp(VLY)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
M&T Bank Corporation(MTB)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Putnam Health Science Trust	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Eaton Vance Special Investment Trust	Mutual Funds	Joint	$1,001 - $15,000	Dividends $201 - $1,000
U.S. Treasury	Gov. Securities	Joint	$1,001 - $15,000	Capital Gains
Edward Jones Money Market	Bank & Cash	Spouse	$1,001 - $15,000	Dividends $1 - $200
Port of Seattle Washington Revenue Bond (10/01/08) Seattle, WA, US	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Skagit County Revenue Bond (10/01/200?) Skagit County, WA, US	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Dallas Tollway Revenue Bond (10/01/200?) Dallas, TX, US	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Van Kampen Unit Trust 490 Series 18	Other	Spouse	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications Inc.(VZ)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Campbell Soup Company(CPB)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Starbucks Corporation(SBUX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corporation(MSFT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Micron Technology, Inc.(MU)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
AMCAP Fund Class A	Mutual Funds	Spouse	$1,001 - $15,000	Dividends
American Balanced Fund Class A	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
American Mutual Fund Class A	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Capital Income Builder Fund Class A	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Capital World Growth & Income Fund Class A	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Columbia Tax Exempt Fund Class A	Mutual Funds	Spouse	$1,001 - $15,000	Interest-Exempt $201 - $1,000
Growth Fund of America Class A	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Euro Pacific Growth Fund Class A	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000

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

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).