Matt Cartwright Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed March 30, 2012. Includes 35 assets and 4 liabilities.

Year:

2013 2012

Est. Net Worth

-$6K

2012 annual disclosure

Total Assets

$583K - $1.7M

35 assets

Total Liabilities

$715K - $1.6M

4 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

Bank & Cash$272K (7)

Stocks$260K (11)

Mutual Funds$240K (10)

Retirement & Pension$150K (2)

Other$140K (3)

ETFs$65K (2)

All Assets (35)

Asset	Type	Owner	Value	Income
Vanguard LT Ind Fund	Mutual Funds	Joint	N/A	Dividends
Vanguard Emerging Mkts Idx	Mutual Funds	Joint	N/A	Dividends
Vanguard REIT Index	Mutual Funds	Joint	N/A	Dividends
Vanguard Total Market	Mutual Funds	Joint	N/A	Dividends
Vanguard Equity Income	Mutual Funds	Joint	N/A	Dividends
Vanguard Int'l Growth	Mutual Funds	Joint	N/A	Dividends
Vanguard Int'l Bond	Mutual Funds	Joint	N/A	Interest
JP Morgan Inc Deposits	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
OceanFirst Bank	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Vanguard 529 (DE) Delaware, US	Other	Self	$15,001 - $50,000	Interest $201 - $1,000
Vanguard 529	Other	Self	$15,001 - $50,000	Interest $201 - $1,000
Industrial Mfgs EMF	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
European Stock ETF	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
T Rowe Price Dividend	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Hartford Holding Co(HIG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
3M Co(MMM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Bristol-Myers Squibb(BMY)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Chevron Corp(CVX)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Citigroup Inc(C)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Intel Corp(INTC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
JPMorgan Chase & Co(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Ethan Fund 95	Mutual Funds	Self	$15,001 - $50,000	None
Bulwark Loan (1/17/22)	Other	Self	$50,001 - $100,000	None
BlackRock Govt & AA	Mutual Funds	Self	$100,001 - $250,000	None
DC Taxable Investment Account	Bank & Cash	DC	$1,001 - $15,000	None
DC Fisher KdK Co. EK	Stocks	DC	$1,001 - $15,000	None
DC Waston IMI	Stocks	DC	$1,001 - $15,000	None
Co-Steel Co.	Stocks	Self	$15,001 - $50,000	None
Medfield Mkt Public	Stocks	Self	$15,001 - $50,000	None
JP Trans Service Accounts	Bank & Cash	Joint	$1,001 - $15,000	None
JP Living Revocable Account	Bank & Cash	Joint	$1,001 - $15,000	None
Fidelity	Bank & Cash	Self	$1,001 - $15,000	None
Merrill Lynch Employee SEP	Retirement & Pension	Self	$50,001 - $100,000	None
Merrill Lynch Employee IRA	Retirement & Pension	Self	$50,001 - $100,000	None
Sp Merrill Lynch Brokerage Account	Bank & Cash	Spouse	$100,001 - $250,000	None

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Embrace Home Loans	mortgage	$100,001 - $250,000	—	—
Bank of America	other	$15,001 - $50,000	—	—
Pen Fed Credit Union	line of credit	$500,001 - $1,000,000	—	—
Pen Security Bank	mortgage	$100,001 - $250,000	—	—

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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).