MARK UDALL Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 27, 2008. Includes 130 assets.

Year:

2008

Est. Net Worth

$1.8M

2008 annual disclosure

Total Assets

$987K - $2.7M

130 assets

Total Liabilities

0 liabilities

Total Trades

102

From PTR filings

Trade Volume

$2.2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$1.9M
2008	$1.8M

Assets by Category

Mutual Funds$1.1M (38)

Stocks$211K (66)

ETFs$208K (2)

Retirement & Pension$191K (16)

LLC / Partnership$81K (4)

Other$33K (1)

Bank & Cash$0 (3)

Top Stock Holdings (from trades)

Dell IncDELL

$65K

All Assets (130)

Asset	Type	Owner	Value	Income
Schwab Value Advantage Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Calvert World Values Intl Equity Fund Class A	Mutual Funds	Self	$50,000 - $50,000	Dividends/Capital Gains $201 - $1,000
Vanguard Emerging Markets	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Schwab Advantage Cash Reserve Prem	Bank & Cash	Self	N/A	None
Schwab Advantage Cash	Bank & Cash	Self	N/A	None
Capital One Financial Cp(COF)	Stocks	Self	N/A	Dividends $1 - $200
Schwab Short Term Bond Market Fund	Mutual Funds	Self	N/A	Dividends $2,501 - $5,000
Dell Inc(DELL)	Stocks	Self	N/A	None
Schwab Value Advantage Money Fund IRA	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Calvert World Values Intl Equity Fund Class A IRA	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Lazard Emerging Markets Portfolio IRA	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Pimco Commodity Real Return IRA	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
MFS Institutional Instl Real Estate IRA	Mutual Funds	Self	$100,001 - $250,000	Dividends/Capital Gains $2,501 - $5,000
Cgm Focus Fund IRA	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $5,001 - $15,000
Alger Health Sciences Fund IRA	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $2,501 - $5,000
Vanguard High Yield Corp Fund	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Vanguard GNMA Fund	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Teva Pharm Inds LTD IRA(TEVA)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Texas Instruments Inc IRA(TXN)	Stocks	Self	N/A	Dividends $1 - $200
Schwab Govt Money Fund IRA	Mutual Funds	Self	N/A	Dividends $1 - $200
Zimmer Holdings Inc IRA(ZBH)	Retirement & Pension	Spouse	N/A	None
Kellogg Company IRA(K)	Retirement & Pension	Spouse	N/A	Dividends/Capital Gains $201 - $1,000
Illinois Tool Works Inc IRA(ITW)	Retirement & Pension	Spouse	N/A	Dividends/Capital Gains $201 - $1,000
FPL Group Incorporated IRA(NEE)	Retirement & Pension	Spouse	N/A	Dividends $201 - $1,000
Endo Pharm Holdings Inc IRA(ENDP)	Retirement & Pension	Spouse	N/A	None
Dentsply Intl Inc IRA(XRAY)	Retirement & Pension	Spouse	N/A	Dividends/Capital Gains $2,501 - $5,000
Schwab AMT Tax-Free Money Fund	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $201 - $1,000
Schwab Value Advantage Money Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
iShares Trust S&P 500	ETFs	Spouse	$100,001 - $250,000	None
Bank of America Corp(BAC)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Chubb Corporation(CB)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Johnson & Johnson(JNJ)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Pepsico Incorporated(PEP)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Progress Energy Inc(PGN)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Bank of Nova Scotia F	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
iShares TR Lehman Tips Bond Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
Barclays Bank Bath	Other	Spouse	$15,001 - $50,000	None
PowerShares Exchange Traded Fund T-Windhill Clean Energy	ETFs	Spouse	$15,001 - $50,000	None
Schwab Retirement Advtg Mny Fd	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Schwab Adv Cash Reserve Prem	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1 - $200
Schwab Adv Cash Reserve	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Vanguard Interm Term Trsy Fund	Mutual Funds	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Vanguard Short Term Trsy Fund	Mutual Funds	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Vanguard High Yield Corp Fund	Mutual Funds	Spouse	N/A	Dividends $201 - $1,000
Vanguard GNMA Fund	Mutual Funds	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Pimco High Yield Fund	Mutual Funds	Spouse	N/A	Dividends $201 - $1,000
Royal BK Cda Montreal F	Mutual Funds	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Procter & Gamble(PG)	Stocks	Spouse	N/A	Dividends/Capital Gains $2,501 - $5,000
Hormel Foods Corp(HRL)	Stocks	Spouse	N/A	Dividends $1 - $200
Associated Banc-Corp Wisc(ASB)	Stocks	Spouse	N/A	Dividends $201 - $1,000
Wells Fargo Cap 5.85% 33 GTD Tr Pfd Sec	Stocks	Spouse	N/A	Interest $201 - $1,000
Verizon Communications(VZ)	Stocks	Spouse	N/A	Dividends $1 - $200
Novartis AG Sponsored ADR(NVS)	Stocks	Spouse	N/A	Dividends/CAPITAL GAINS $201 - $1,000
Emerson Electric Co(EMR)	Stocks	Spouse	N/A	Dividends/CAPITAL GAINS $2,501 - $5,000
VCA Antech Inc(WOOF)	Stocks	Spouse	N/A	CAPITAL GAINS $201 - $1,000
Toronto Dominion Bank F(TD)	Stocks	Spouse	N/A	Dividends/CAPITAL GAINS $2,501 - $5,000
Thornburg Mortgage Inc REIT	Stocks	Spouse	N/A	Dividends $1,001 - $2,500
Novo-Nordisk A/S ADR F1(NVO)	Stocks	Spouse	N/A	Dividends/CAPITAL GAINS $5,001 - $15,000
Nationwide Health PTYS REIT(NHP)	Stocks	Spouse	N/A	Dividends/CAPITAL GAINS $2,501 - $5,000
Linear Technology Corp Delaware(LLTC)	Stocks	Spouse	N/A	Dividends $1 - $200
Ingersoll Rand Co Class A(IR)	Stocks	Spouse	N/A	Dividends/CAPITAL GAINS $1,001 - $2,500
Heinz HJ Co(HNZ)	Stocks	Spouse	N/A	Dividends $2,501 - $5,000
Healthcare Realty Trust REIT(HR)	Stocks	Spouse	N/A	Dividends $201 - $1,000
FPL Group Incorporated(NEE)	Stocks	Spouse	N/A	Dividends/Capital Gains $5,001 - $15,000
Cisco Systems Inc(CSCO)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Sysco Corporation(SYY)	Stocks	Spouse	N/A	Dividends $1 - $200
Archstone Smith Trust REIT(ASN)	Stocks	Spouse	N/A	Dividends/Capital Gains $2,501 - $5,000
Ariel Fund IRA	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Winslow Green Growth Fund IRA	Retirement & Pension	Spouse	$50,001 - $100,000	Capital Gains $201 - $1,000
Calvert World Values Intl Equity Fund IRA	Retirement & Pension	Spouse	$50,001 - $100,000	Dividends/Capital Gains $5,001 - $15,000
PowerShares Exchange Traded Fund T-WilderHill Clean Energy IRA(PBW)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Vanguard High Yield Corp Fund IRA	Retirement & Pension	Spouse	N/A	Dividends $1 - $200
Vanguard GNMA Fund IRA	Retirement & Pension	Spouse	N/A	Dividends $201 - $1,000
Teva Pharm Inds LTD ADR IRA(TEVA)	Retirement & Pension	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Schwab Adv Cash Reserve IRA	Retirement & Pension	Spouse	N/A	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Zimmer Holdings Inc(ZBH)	Stocks	Spouse	N/A	None
Stryker Corp(SYK)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Responics Inc	Stocks	Spouse	N/A	None
Patterson Companies(PDCO)	Stocks	Spouse	N/A	None
National City Corp(NCC)	Stocks	Spouse	N/A	Dividends $1 - $200
Medtronic Inc(MDT)	Stocks	Spouse	N/A	Dividends $1 - $200
Becton Dickinson & Co(BDX)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Applied Materials Inc(AMAT)	Stocks	Spouse	N/A	Dividends $1 - $200
Allied Irish Banks ADR(AIB)	Stocks	Spouse	N/A	Dividends $1 - $200
Adobe Systems Inc(ADBE)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
T Rowe Price Health Sciences Fund	Mutual Funds	Spouse	N/A	Capital Gains $1 - $200
Sun Microsystems Inc(JAVA)	Stocks	Spouse	N/A	None
Schwab Money Market Fund	Mutual Funds	Spouse	$1 - $1,000	Dividends $1,001 - $2,500
Mentor Corporation(MNT)	Stocks	Spouse	N/A	Dividends $1 - $200
Motorola Inc IRA(MSI)	Retirement & Pension	Spouse	N/A	Dividends $1 - $200
Vanguard Short Term Trsy Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard GNMA Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Kimberly-Clark Corp(KMB)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Health Care REIT Inc(HCN)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
HCP Inc REIT(HCP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Schwab Advantage Cash Reserve	Bank & Cash	Self	N/A	None
Schwab Government Money Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
Healthcare Realty Trust REIT(HR)	Stocks	Self	N/A	Dividends $201 - $1,000
Vanguard High Yield Corp Fund	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Schwab Short Term Bond Market Fund	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Equity Residential(EQR)	Stocks	Self	N/A	Dividends/CAPITAL GAINS $2,501 - $5,000
Vanguard Interm Term Trsy Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard Short Term Treasury Fund	Mutual Funds	DC	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard GNMA Fund	Mutual Funds	DC	$50,000 - $100,000	Dividends $1,001 - $2,500
Vanguard High Yield Corporate Fund	Mutual Funds	DC	$1,001 - $15,000	Dividends $201 - $1,000
General Mills Inc(GIS)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Bank of America Corp(BAC)	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
National City Corp(NCC)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
PepsiCo Incorporated(PEP)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble(PG)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Kimberly-Clark Corp(KMB)	Stocks	DC	$1 - $1,000	Dividends $1 - $200
The Southern Company(SO)	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
National Fuel Gas Co(NFG)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Bank of Nova Scotia(BNS)	Stocks	DC	$1 - $1,000	Dividends $201 - $1,000
Health Care REIT Inc (REIT)(WELL)	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
Healthcare Realty Trust REIT(HR)	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
HCP Inc REIT(HCP)	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
Thornburg Mortgage Inc REIT(TMA)	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
Novartis AG Spons ADR(NVS)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Sysco Corporation(SYY)	Stocks	DC	N/A	Dividends $1 - $200
Patterson Companies(PDCO)	Stocks	DC	N/A	Capital Gains $1,001 - $2,500
McGraw-Hill Cos(MHP)	Stocks	DC	N/A	Dividends/Capital Gains $1,001 - $2,500
Adobe Systems Inc(ADBE)	Stocks	DC	N/A	Capital Gains $2,501 - $5,000
Bella Madera Gardens Associates, LLC	LLC / Partnership	DC	$15,001 - $50,000	None
HG Shadowbriar Holdings, LLC	LLC / Partnership	DC	$15,001 - $50,000	None
VALIC Retirement Fund	Retirement & Pension	DC	N/A	Interest/Dividends/Capital Gains
Alexandrite Sands Limited Partnership	LLC / Partnership	DC	$1,001 - $15,000	Other (Father's estate) $1 - $200
Palladian Limited Partnership	LLC / Partnership	DC	$1,001 - $15,000	Other (Father's estate) $1 - $200

Trading Sector Allocation (from PTR trades)

Real Estate$32K

Industrials$48K

Consumer Defensive$40K

Technology$121K

Healthcare$136K

Energy$24K

Financial Services$48K

Consumer Cyclical$8K

Communication Services$8K

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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).