Markwayne Mullin Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 17, 2012. Includes 45 assets and 1 liabilities.

Year:

2013 2012

Est. Net Worth

$21.7M

2012 annual disclosure

Total Assets

$8.4M - $35.3M

45 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

472

From PTR filings

Trade Volume

$24.2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$21.7M
2012	$17M
2013	$6M

Assets by Category

LLC / Partnership$20.3M (10)

Real Estate$766K (4)

Mutual Funds$374K (13)

Bank & Cash$176K (2)

Stocks$137K (11)

Retirement & Pension$33K (1)

Other$24K (4)

Top Stock Holdings (from trades)

iShares Russell 1000 ETFIWB

$1M

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFPDBC

$783K

State Street SPDR S&P 500 ETF TrustSPY

$750K

Microsoft CorporationMSFT

Invesco High Yield Select ETFHIYS

$375K

All Assets (45)

Asset	Type	Owner	Value	Income
Ford Motor Company(F)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sirius XM Radio(SIRI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Mullin Properties	LLC / Partnership	Self	$500,001 - $1,000,000	Rent $100,001 - $1,000,000
116 S. Main OK Oklahoma, US	Real Estate	Self	$500,001 - $1,000,000	Rent $15,001 - $50,000
Boren Ave OK Oklahoma, US	Real Estate	Self	N/A	Rent $15,001 - $50,000
Ex'd Car Wash Value	Other	Self	N/A	None
Mullin Plumbing Inc	LLC / Partnership	Self	$5,000,001 - $25,000,000	Other $1,000,001 - $5,000,000
Mullin Services LLC	LLC / Partnership	Self	$1,000,001 - $5,000,000	Other $1,000,001 - $5,000,000
Mullin Properties TX Texas, US	LLC / Partnership	Self	$500,001 - $1,000,000	Other $1,000,001 - $5,000,000
Mullin Plumbing West	LLC / Partnership	Self	$250,001 - $500,000	Other $1,000,001 - $5,000,000
Mullin Plumbing New Construction	LLC / Partnership	Self	$250,001 - $500,000	Other $1,000,001 - $5,000,000
U.S. SELM	Other	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Rohan Investments LLC	LLC / Partnership	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
Hog Creek	Real Estate	Self	$1,001 - $15,000	None
McCommons Holdings (Not book value)	LLC / Partnership	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Morris National Bank	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Verdigris OK Verdigris, OK, US	Real Estate	Self	$1,001 - $15,000	None
Arvest Bank Broken Arrow, OK, US	Bank & Cash	Self	$100,001 - $250,000	Interest $1 - $1,000
Mullin 4L LLC	LLC / Partnership	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
BlackRock Global Allocation Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Ivy Asset Strategy Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Ivy Limited Term Bond Fund - Class C	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
American Funds	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Invesco Ltd. Com Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Invesco Short Term Municipal Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Morgan Stanley Capital Core Plus Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
TIAA Accounts	Retirement & Pension	Self	$15,001 - $50,000	None
JP Morgan Stocks	Stocks	Self	$15,001 - $50,000	None
JP Morgan - Global	Mutual Funds	Self	$15,001 - $50,000	None
JP SunAmerica	Mutual Funds	Self	$15,001 - $50,000	None
Goldman Sachs(GS)	Stocks	Self	$15,001 - $50,000	None
Cohen & Steers Global	Mutual Funds	Self	$15,001 - $50,000	None
SunAmerica	Mutual Funds	Self	$15,001 - $50,000	None
One Financial Insurance	Other	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Capitol Sales	Other	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Morrison Stanley	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Techtronic 2 LLC	LLC / Partnership	Self	$1,001 - $15,000	Capital Gains $1 - $200
Blackrock Global	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Morgan Stanley(MS)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Goldman Sachs(GS)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Berkshire Hathaway(BRK.B)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Ivy Funds, Inc.	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
T. Rowe Price(TROW)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Smithfield Foods(SFD)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Bank of America(BAC)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200

Liabilities (1)

Creditor	Type	Amount	Rate	Term
JPMorgan Chase Bank, Wilmington, DE	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Technology$3.5M

Financial Services$4M

Healthcare$1.2M

Industrials$1.2M

Basic Materials$305K

Consumer Defensive$502K

Retail Trade$291K

Consumer Cyclical$643K

Energy$1.3M

Manufacturing$146K

Communication Services$181K

Services$156K

Insurance$181K

Real Estate$97K

Banking$183K

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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).