K. Michael Conaway Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 16, 2011. Includes 128 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$4.5M

2011 annual disclosure

Total Assets

$2.5M - $6.6M

128 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$2.3M (56)

Other$674K (8)

Gov. Securities$440K (6)

Stocks$321K (24)

LLC / Partnership$280K (6)

Real Estate$240K (3)

Bank & Cash$164K (15)

Insurance$146K (10)

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 (128)

Asset	Type	Owner	Value	Income
Novell(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
Intuit(INTU)	Stocks	Spouse	$1,001 - $15,000	Dividend $1 - $200
Merrill Corp	Stocks	Spouse	$1,001 - $15,000	Dividend $1 - $200
Clayton Williams Energy(CWEI)	Stocks	Spouse	$15,001 - $50,000	None
Southwest Airlines(LUV)	Stocks	Spouse	$1,001 - $15,000	Dividend $1 - $200
Centennial Money Market Accounts	Bank & Cash	Spouse	$1 - $1,000	None
Merrill Lynch Money Fund	Mutual Funds	Spouse	$15,001 - $50,000	Interest $1 - $200
MMA Money Market - UBS Fannie Weber	Mutual Funds	Spouse	$50,001 - $100,000	Dividend $201 - $1,000
Dreyfus Premier Tax Managed Growth Fund Class A	Mutual Funds	Spouse	$50,001 - $100,000	Dividend $201 - $1,000
Eaton Vance Tax Managed Growth Fund Class B	Mutual Funds	Spouse	Not disclosed	Dividend $201 - $1,000
Fidelity Spartan U.S. Equity Index Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $201 - $1,000
Central Texas Regional Mobility 4.45% 01/01/2018	Gov. Securities	Spouse	$15,001 - $50,000	Interest $2,501 - $5,000
Dreyfus MA Municipal High Income Fund Class 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	None
Wells Fargo Checking - Midland, Texas Midland, Texas, US	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
Facet Vance Tax Managed Growth Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $201 - $1,000
Franklin Templeton Founding Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividend $1,001 - $2,500
UBS Money Fund Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend Not disclosed
Centennial Money Market Trust	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $1 - $200
Merrill Lynch Pierce Fenner & Smith Account N (Non self directed)	Other	Spouse	$250,001 - $500,000	Dividend, Interest, Cap Gain $15,001 - $50,000
Kidwell Exploration S Corp Midland, Texas, US	LLC / Partnership	Spouse	$15,001 - $50,000	Oil & Gas Royalty $2,501 - $5,000
Oil & Gas Mineral Interests	Real Estate	Spouse	$15,001 - $50,000	Oil & Gas Royalty $2,501 - $5,000
La Oca Cattle Co - Partnership Midland, Texas, US	LLC / Partnership	Spouse	$15,001 - $50,000	Oil & Gas Royalty $5,001 - $15,000
Telefonica Celular Del Paraguay SA Ord	Stocks	Spouse	Not disclosed	None
Telefonica de Argentina SA Ord(TEO)	Stocks	Spouse	Not disclosed	None
Argentine Pesos	Other	Spouse	$1,001 - $15,000	None
Conawell Corporation Midland, Texas, US	LLC / Partnership	Joint	$50,001 - $100,000	None
Merrill Lynch Money Fund	Mutual Funds	Joint	$1,001 - $15,000	Interest $1 - $200
Clayton Williams Energy - Common Stock(CWEI)	Stocks	Joint	$15,001 - $50,000	None
JPMorgan Chase Bank - Midland, Texas Midland, Texas, US	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Wells Fargo Bank - Savings - Midland, Texas Midland, Texas, US	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Bank of America - Savings	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Wright Ramaa Federal Credit Union - Savings	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
NovoL, Inc.	Stocks	Joint	$1 - $1,000	None
Tubing Technologies	Stocks	Joint	$1 - $1,000	None
Centennial Money Market	Mutual Funds	Joint	$15,001 - $50,000	Dividend $1 - $200
Oil & Gas Mineral Interests Midland, Texas, US	Real Estate	Self	$15,001 - $50,000	Oil & Gas Royalty $2,501 - $5,000
KMC, Inc. - Investments Midland, Texas, US	Other	Self	$1,001 - $15,000	Dividend $1 - $200
Conaian Corp Midland, Texas, US	Other	Self	$1 - $1,000	Oil & Gas Royalty $1 - $200
HKN, Inc.(HKN)	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
Lord Abbett Bond Debenture Fund A	Mutual Funds	Spouse	$100,001 - $250,000	Dividend $2,501 - $5,000
Oppenheimer Rochester National Muni Fund A	Mutual Funds	Spouse	$1 - $1,000	Dividend $1 - $200
Merrill Lynch Bank & Trust	Bank & Cash	Spouse	$50,001 - $100,000	Interest $2,501 - $5,000
USAA Money Market Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $1 - $200
Federated Strategic Income Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain $1 - $200
Federated Prime Obligations Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain $1 - $200
Federated Kaufman Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain $1 - $200
Federated International 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 $1,001 - $2,500
DWS Short Term Muni Bond Fund Cl A	Mutual Funds	Spouse	$250,001 - $500,000	Dividend-TE $5,001 - $15,000
PIMCO Total Return Fund A	Mutual Funds	Spouse	N/A	None
Bank of America CD 1.00% 04/08/10	Bank & Cash	Spouse	N/A	Interest $201 - $1,000
Bank of America CD 1.00% 04/08/10	Bank & Cash	Spouse	N/A	Interest $201 - $1,000
Merrill Lynch CD 5.75% 08/10/10	Bank & Cash	Spouse	Not disclosed	Interest $201 - $1,000
Dallas Co TX UTL 5.00% 02/15/2024 Dallas County, Texas, 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	Not disclosed	Interest $1 - $200
Wells Fargo Bank Midland, Texas, US	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
La Osa Cattle Co - Partnership Midland, Texas, US	LLC / Partnership	Spouse	$15,001 - $50,000	Oil & Gas Royalty $5,001 - $15,000
Kidd Ranch Co - Ltd Midland, Texas, US	LLC / Partnership	Spouse	$15,001 - $50,000	Oil & Gas Royalty $2,501 - $5,000
SV Investments, Ltd.	LLC / Partnership	Spouse	$50,001 - $100,000	Investment Partnership $15,001 - $50,000
Sable - Investment Partnership	Other	Spouse	$50,001 - $100,000	Structured Settlement Payment $50,001 - $100,000
Met Life Insurance	Insurance	Spouse	N/A	None
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
Invesco Constellation Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain
American Funds Growth Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain
Federated Strategic Income Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $1 - $200
Federated Capital Reserves Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $1 - $200
RBC BlueBay Capital Predication Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain $201 - $1,000
UBS USA Allocation Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $201 - $1,000
MFS Core Equity Fund Class A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend $201 - $1,000
UBS PW Retirement Money Fund	Mutual Funds	Spouse	N/A	Dividend Not disclosed
Eaton Vance Tax Advantaged Global Dividend Income Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividend $1 - $200
Valley National Bancorp(VLY)	Stocks	Joint	$1,001 - $15,000	Dividend Not disclosed
FIA Card Services NA RASP	Bank & Cash	Joint	$1,001 - $15,000	Dividend Not disclosed
Putnam Global Health Care Fund Class A	Mutual Funds	Joint	$1,001 - $15,000	Dividend & Capital Gain Not disclosed
Eaton Vance Special Investment Trust	Mutual Funds	Joint	$1,001 - $15,000	Dividend & Capital Gain $1 - $200
Edward Jones Money Market Bd (10/01/2008)	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $201 - $1,000
Hartford GNMA Y (03/03/2003)	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Chicago IL Midway Rev Bd (01/01/2011) Chicago, IL, US	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Boston MA Water & Sewer (01/10/2000) Boston, MA, US	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Wells CA Unified School District (05/01/2003) California, US	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Van Kampen Select Trust CA Insured (07/01/2003)	Mutual Funds	Spouse	$1,001 - $15,000	Dividend $1 - $200
AT&T Common Stock(T)	Stocks	Spouse	$1,001 - $15,000	Dividend $1 - $200
Altria Group, Inc.(MO)	Stocks	Spouse	$1,001 - $15,000	Dividend $1 - $200
Campbell Soup Common Stock(CPB)	Stocks	Spouse	$1,001 - $15,000	Dividend $1 - $200
Coca-Cola Common Stock(KO)	Stocks	Spouse	$1,001 - $15,000	Dividend $1 - $200
Emerson Electric Common Stock(EMR)	Stocks	Spouse	$1,001 - $15,000	Dividend & Capital Gain $1 - $200
AMCAP Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $1 - $200
American Balanced Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $201 - $1,000
American International Fund Cl A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain $201 - $1,000
American Mutual Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $201 - $1,000
American Mutual Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $201 - $1,000
Capital World Growth & Income Fund Cl A	Mutual Funds	Spouse	$50,001 - $100,000	Dividend & Capital Gain $201 - $1,000
Capital World Growth & Income Fund Cl A	Mutual Funds	Spouse	$50,001 - $100,000	Dividend & Capital Gain $201 - $1,000
EuroPacific Growth Fund Cl A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain $201 - $1,000
Fundamental Investors Fund Cl A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain $201 - $1,000
Growth Fund of America Cl A	Mutual Funds	Spouse	$50,001 - $100,000	Dividend & Capital Gain $201 - $1,000
Hartford Global Health Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $1 - $200
Hartford Midcap Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $1 - $200
Hartford Stock Fund Cl A	Mutual Funds	Spouse	N/A	None
Investment Company of America Cl A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain $201 - $1,000
New World Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain $1 - $200
Putnam Global Health Care Fund Cl A	Mutual Funds	Spouse	$1,001 - $15,000	Dividend & Capital Gain
Templeton World Fund Cl A	Mutual Funds	Spouse	$15,001 - $50,000	Dividend & Capital Gain $201 - $1,000
Washington Mutual Investors Fund Cl A	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
Edward Jones Managed Account	Other	Spouse	$100,001 - $250,000	Dividend, Interest, Capital Gain $2,501 - $5,000
Farm Land - 2.3 undivided interest in 89 acres Bossier Parish, LA, 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 Interests $5,001 - $15,000
Wells Fargo Bank Account - Beneficial Interest	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
American General Life (Whole Life Insurance Policy)	Insurance	Self	$15,001 - $50,000	None
American General Life (Whole Life Insurance Policy)	Insurance	Self	$1,001 - $15,000	None
American General Life (Whole Life Insurance Policy)	Insurance	Self	$1,001 - $15,000	None
Northwestern Mutual (Whole Life Insurance Policy)	Insurance	Self	$1,001 - $15,000	None
Northwestern Mutual (Whole Life Insurance Policy)	Insurance	Self	$1,001 - $15,000	None
Northwestern Mutual (Whole Life Insurance Policy)	Insurance	Self	$1,001 - $15,000	None
Northwestern Mutual (Whole Life Insurance Policy)	Insurance	Self	$1,001 - $15,000	None
Northwestern Mutual (Whole Life Insurance Policy)	Insurance	Self	$15,001 - $50,000	None
Northwestern Mutual (Whole Life Insurance Policy)	Insurance	Self	$15,001 - $50,000	None
Invesco Constellation Fund	Mutual Funds	Self	N/A	None
FIA Card Services NA RASP	Bank & Cash	Self	N/A	None
HKN, Inc.	Stocks	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

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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).