Michael A. Collins

Michael A. Collins Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed June 19, 2013. Includes 55 assets and 10 liabilities.

Year:
Est. Net Worth
-$1.8M
2013 annual disclosure
Total Assets
$21K - $340K
55 assets
Total Liabilities
$1.2M - $2.8M
10 liabilities
Total Trades
42
From PTR filings
Trade Volume
$459K
Midpoint of disclosed ranges

Assets by Category

Retirement & Pension$165K (44)
Stocks$16K (6)
Bank & Cash$0 (5)

Top Stock Holdings (from trades)

All Assets (55)

AssetValue
Lincoln 401-K Plan - Fid Gov Ultrashort Dur SA14
$1 - $1,000
Lincoln 401-K Plan - Franklin High Income SA20
$1 - $1,000
Lincoln 401-K Plan - LVIP Delaware Bond SA12
$1 - $1,000
Lincoln 401-K Plan - LVIP PIMCO Inflation Protected SA12
$1 - $1,000
Lincoln 401-K Plan - LVIP Dimensional US Equity SA
$1 - $1,000
Lincoln 401-K Plan - VGI Lifestrategy Growth SA22
$1 - $1,000
Lincoln 401-K Plan - VGI Lifestrategy Mod Grw SA21
$1 - $1,000
Lincoln 401-K Plan - Amerifunds Growth America SA4
$1 - $1,000
Lincoln 401-K Plan - Amerifunds New Perspective SA4
$1 - $1,000
Lincoln 401-K Plan - Cohen & Steers Clb REIT SA5
$1 - $1,000
Lincoln 401-K Plan - Franklin Growth SA5
$1 - $1,000
Lincoln 401-K Plan - LVIP Del Growth & Income SA1
$1 - $1,000
Lincoln 401-K Plan - LVIP Mon Intl Value SA22
$1 - $1,000
Lincoln 401-K Plan - LVIP S&P 500 Index SA27
$1,001 - $15,000
Lincoln 401-K Plan - LVIP Vanguard Domestic Equity
$1,001 - $15,000
Lincoln 401-K Plan - SSGA Real All Cap Index SA23
$1,001 - $15,000
Lincoln 401-K Plan - Columbia Acorn SA17
$1,001 - $15,000
Lincoln 401-K Plan - Fidelity VIP Mid Cap SA84
$1,001 - $15,000
Lincoln 401-K Plan - LVIP SSGA Small-Cap Index SA35
$1,001 - $15,000
Raymond James IRA - Putnam Voyager Fund
$1,001 - $15,000
Raymond James IRA - Washington Mutual Investors Fund
$1,001 - $15,000
McCrovison Stock
$1,001 - $15,000
VQM Technol Stock
$1,001 - $15,000
Fed Gov Ultrashort Dur
$1 - $1,000
Franklin High Income
$1 - $1,000
LVI P Delaware Bond
$1 - $1,000
LVI PIMEX Inflation Protected
$1 - $1,000
LVI P Dimensional US Equity
$1 - $1,000
VG Lifestrategy Growth
$1 - $1,000
Amerifunds Invest Co Amer
$1 - $1,000
Amerifunds New Perspective
$1 - $1,000
Cohen & Steers Clb REIT
$1 - $1,000
Franklin Growth
$1 - $1,000
Invesco VanKamp Grw & Inc
$1 - $1,000
JHVIT Money Market Value
$1 - $1,000
Lincoln 401-K Plan - Fidelity VIP Contrafund SA35
$1,001 - $15,000
Lincoln 401-K Plan - American Europe Growth SA35
$1,001 - $15,000
Lincoln 401-K Plan - SSGA S&P 500 Index SA23
$1,001 - $15,000
Lincoln 401-K Plan - Columbia Acorn SA17
$1,001 - $15,000
Lincoln 401-K Plan - Fidelity VIP Midcap SA84
$1,001 - $15,000
Lincoln 401-K Plan - Ivy SSGA Small Cap Index SA3
$1,001 - $15,000
Lincoln 401-K Plan - SSGA Russell Small Cap Index SA2
$1,001 - $15,000
Raymond James IRA - Munder Growth Opp FD
$1,001 - $15,000
Raymond James IRA - Putnam FI & Growth & Income
$1,001 - $15,000
Raymond James IRA - Putnam Intl Growth Fd
$1,001 - $15,000
Raymond James IRA - Putnam Voyager Fd
$1,001 - $15,000
Newton Federal Bank CD's
N/A
N/A
Hamilton State Bank CD
N/A
Newton Federal Bank CD's
N/A
N/A
N/A
Hamilton State Bank CD
N/A
Newton Federal Bank CD's
N/A
N/A

Liabilities (10)

CreditorTypeAmount
Hamilton State Bankmortgage$250,001 - $500,000
JP Morgan Chase Bankmortgage$100,001 - $250,000
PACCAR Financialother$250,001 - $500,000
PACCAR Financialother$100,001 - $250,000
PACCAR Financialother$100,001 - $250,000
PACCAR Financialother$100,001 - $250,000
PACCAR Financialother$100,001 - $250,000
PACCAR Financialother$100,001 - $250,000
PACCAR Financialother$100,001 - $250,000
Bank of Dudleyline of credit$15,001 - $50,000

Trading Sector Allocation (from PTR trades)

Manufacturing$8K
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).