K. Michael Conaway Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed August 12, 2010. Includes 119 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$5.4M

2010 annual disclosure

Total Assets

$3.1M - $7.6M

119 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$2M (51)

Bank & Cash$1.7M (21)

Other$523K (8)

Gov. Securities$399K (8)

Stocks$338K (21)

Real Estate$216K (4)

LLC / Partnership$213K (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 (119)

Asset	Type	Owner	Value	Income
Novell Corp(NOVL)	Stocks	Spouse	$1 - $1,000	None
Cisco Systems(CSCO)	Stocks	Spouse	$1,001 - $15,000	None
Micron Technology(MU)	Stocks	Spouse	$1,001 - $15,000	None
Johnson & Johnson(JNJ)	Stocks	Spouse	$1,001 - $15,000	Dividend $1 - $200
Microsoft Corp(MSFT)	Stocks	Spouse	$1,001 - $15,000	Dividend $1 - $200
Halliburton Energy(HAL)	Stocks	Spouse	$1,001 - $15,000	None
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
Morgan Stanley Money Market Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividend $1,001 - $2,500
RMA Money Market - UBS Paine Weber	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
Dreyfus Premier Tax Managed Growth Fund Class A	Mutual Funds	Spouse	$50,001 - $100,000	Dividend $201 - $1,000
Federated Kaufmann Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $201 - $1,000
Eaton Vance Tax Managed Growth Fund Class A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $201 - $1,000
Magnolia Texas ISD Bonds Texas, US	Gov. Securities	Spouse	Not disclosed	Capital Gain $2,501 - $5,000
Putnam International New Opportunities Advantage Fund Class I	Mutual Funds	Spouse	$50,001 - $100,000	Dividend $2,501 - $5,000
MFS Municipal High Income Fund Class A	Mutual Funds	Spouse	$100,001 - $250,000	Dividend $5,001 - $15,000
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
Goldman Sachs Lending Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $201 - $1,000
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 Accounts Acc N	Other	Spouse	$250,001 - $500,000	Dividend, Interest, Cap Gain $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
La Escalera Ranch Midland, Texas, US	Real Estate	Spouse	$15,001 - $50,000	Oil & Gas Royalty $5,001 - $15,000
La Loma Cattle Co - Partnership Midland, Texas, US	LLC / Partnership	Spouse	$15,001 - $50,000	Oil & Gas Royalty $5,001 - $15,000
Telefonica Moviles Argentina S.A. ADR	Stocks	Spouse	$1,001 - $15,000	None
Telefonica de Argentina S.A. Ord Cl B	Stocks	Spouse	N/A	None
Conawell Corporation S Corp Midland, Texas, US	LLC / Partnership	Joint	$50,001 - $100,000	Capital Gain $2,501 - $5,000
Merrill Lynch (Passive investment entity)	Other	Joint	$15,001 - $50,000	Interest $1 - $200
Clayton Williams Energy - common stock(CWEI)	Stocks	Joint	$15,001 - $50,000	None
Devon Energy - common stock(DVN)	Stocks	Joint	$15,001 - $50,000	Interest $1 - $200
Wells Fargo Bank - savings Midland, Texas, US	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
Wright Patman Federal Credit Union - checking	Bank & Cash	Joint	$1,001 - $15,000	None
Midland Federal Credit Union - savings	Bank & Cash	Joint	$1 - $1,000	None
Novell, Inc.(NOVL)	Stocks	Joint	$1 - $1,000	None
Chevron Texaco(CVX)	Stocks	Joint	$15,001 - $50,000	Dividend $201 - $1,000
Centennial Money Market	Mutual Funds	Joint	$15,001 - $50,000	Dividend $201 - $1,000
Oil & Gas Mineral Interests Midland, Texas, US	Real Estate	DC	$1,001 - $15,000	Oil & Gas Royalty $2,501 - $5,000
KMC, Inc. - Investments Midland, Texas, US	LLC / Partnership	DC	$1,001 - $15,000	Dividend $1 - $200
Concho Corp - Oil & Gas - Midland, Texas(CXO) Midland, Texas, US	Stocks	Spouse	$1 - $1,000	Oil & Gas Royalty $1 - $200
KMG Chemicals (Hartin Energy)(KMG)	Stocks	Spouse	$1 - $1,000	None
Van Kampen Tax Exempt High Yield Fund C A	Mutual Funds	Spouse	$100,001 - $250,000	Dividend $5,001 - $15,000
Oppenheimer Rochester Natl Muni Fund C A	Mutual Funds	Spouse	$50,001 - $100,000	Dividend $201 - $1,000
Merrill Lynch Bank & Trust	Bank & Cash	Spouse	$500,001 - $1,000,000	Interest $15,001 - $50,000
Lord Abbett Equity Income Advantage	Mutual Funds	Spouse	$1 - $15,000	Dividend $1 - $200
US Bank USA Dep Acct	Bank & Cash	Spouse	$15,001 - $50,000	Interest
Federated Market Opportunities Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $201 - $1,000
Franklin Templeton Foundation Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain $1 - $200
Franklin Templeton Founding Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain $201 - $1,000
Franklin Templeton Founding Fund	Mutual Funds	Spouse	$250,001 - $500,000	Dividend & Capital Gain $1,001 - $2,500
Magnolia Texas ISD Bonds 5.125% 08 Texas, US	Gov. Securities	Spouse	Not disclosed	Capital Gain $2,501 - $5,000
Magnolia Texas ISD Bonds 5.125% 08 Texas, US	Gov. Securities	Spouse	Not disclosed	Capital Gain $1,001 - $2,500
Magnolia Texas ISD Bonds 5.125% 08 Texas, US	Gov. Securities	Spouse	Not disclosed	Capital Gain $1,001 - $2,500
Virus Intermediate Tax-Exempt Bond FD C1 A	Mutual Funds	Spouse	$50,001 - $100,000	Capital Gain
Bank of America CD .100% 04/08/10	Bank & Cash	Spouse	$50,001 - $100,000	Interest
Ally Bank CD 05/06/10	Bank & Cash	Spouse	$50,001 - $100,000	Interest
Merrill Lynch CD 05/14/10	Bank & Cash	Spouse	$50,001 - $100,000	Interest
Eurobank CD 3.10% 01/14/2009	Bank & Cash	Spouse	Not disclosed	Interest
Bank of Oklahoma CD 3.00% 01/30/2009	Bank & Cash	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
BancorpSouth CD 3.55% 02/23/2009	Bank & Cash	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
National City Bank CD 3.55% 04/27	Bank & Cash	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
First Regional Bank LA 3.40% 6/11/2009 Louisiana, US	Bank & Cash	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Comerica Bank Midland TX CD 5.60% 07/09/20 Midland, TX, US	Bank & Cash	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Carolina First Bank CD 5.60% 01/13/2009	Bank & Cash	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
State Bank of India NY CD 3.70% 07/17/2009 New York, NY, US	Bank & Cash	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Dreyfus Cash Management 5.50%	Mutual Funds	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Dallas Co TX UT 5.00% 02/15/2024 Dallas County, TX, US	Gov. Securities	Spouse	$250,001 - $500,000	Interest $15,001 - $50,000
Wells Fargo Bank CD 5.88% 01/06/10	Bank & Cash	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Wells Fargo Bank - Midland, Texas Midland, TX, US	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
La Olla Cattle Co - Partnership Midland, TX, US	LLC / Partnership	Spouse	$15,001 - $50,000	Oil & Gas Royalty $5,001 - $15,000
Fasken Oil & Ranch, Corp Midland, TX, US	Other	Spouse	$50,001 - $100,000	Oil & Gas Royalty $15,001 - $50,000
SJ Investments, Ltd.	LLC / Partnership	Spouse	$15,001 - $50,000	Investment Partnership $15,001 - $50,000
Prudential SSA	Other	Spouse	N/A	Structured Settlement Payment $50,001 - $100,000
Morgan Stanley	Other	Spouse	N/A	Structured Settlement Payment $15,001 - $50,000
Allstate Insurance	Other	Spouse	N/A	Structured Settlement Payment $15,001 - $50,000
JP Morgan Chase Common Stock(JPM)	Stocks	Joint	$50,001 - $100,000	Dividend $201 - $1,000
IBM Common Stock(IBM)	Stocks	Joint	$50,001 - $100,000	Dividend $1,001 - $2,500
AIM Capital Development Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain $1 - $200
AIM Large Cap	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain $1 - $200
Federated Strategic Income Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $201 - $1,000
Federated Kaufmann Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain
Federated Market Opportunities Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $1 - $200
Federated Capital Appreciation Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $1 - $200
MFS Value Fund Class A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain $1 - $200
USB PW Retirement Money Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
AIM Constellation Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividend $1 - $200
Alkek Oil Corp	Other	Joint	$1,001 - $15,000	Dividend $1 - $200
ML Bank USA RASP	Bank & Cash	Joint	$1,001 - $15,000	Dividend $1 - $200
Centennial Money Market Trust Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
Putnam Global Health Care Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $1 - $200
Eaton Vance Special Investment Trust	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $1 - $200
Edward Jones Money Market	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
JP Morgan Mid Cap Value A (10/01/08)	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
Chicago Midway Rev Bd (01/10/11)	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Dallas/Ft Worth Intl Airport Rev Bd (11/01/06)	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
United Mexican States	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
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
Microsoft Corp Common Stock(MSFT)	Stocks	Spouse	$1,001 - $15,000	Dividend $1 - $200
Wal-Mart Stores Inc.(WMT)	Stocks	Spouse	$1,001 - $15,000	Dividend $1 - $200
American Balanced Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $201 - $1,000
American Capital Income Builder Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $201 - $1,000
Capital Income Builder Fund Cl A	Mutual Funds	Spouse	$50,001 - $100,000	Dividend & Capital Gain $201 - $1,000
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 & Capital Gain $201 - $1,000
Fundamental Investors Inc Cl A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain $1 - $200
Growth Fund of America Cl A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain $1 - $200
Hartford Capital Appreciation 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 & Capital Gain $201 - $1,000
New Perspective Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain
Putnam Global Health Care Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain
Tax Exempt Bond Fund of America	Mutual Funds	Spouse	$50,001 - $100,000	Dividend & Capital Gain $1,001 - $2,500
Washington Mutual Investors Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $1 - $200
Farm Land Eastland County, Texas, US	Real Estate	Spouse	$100,001 - $250,000	None
Various Louisiana oil & gas royalty interests Louisiana, US	Other	Spouse	$15,001 - $50,000	Oil & Gas Royalty Interest $5,001 - $15,000
Wells Fargo Bank Account, Beneficial Interest	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Putnam Health Science Trust (name change to Putnam Global Health Care Fund Cl A)	Mutual Funds	Self	N/A	None
Putnam Global Health Care Fund Cl A	Mutual Funds	Self	N/A	None
Oil & Gas Mineral Interests Midland, Texas, US	Real Estate	Self	N/A	None

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).