Michael C. Burgess Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 85 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$1.7M

2013 annual disclosure

Total Assets

$924K - $2.6M

85 assets

Total Liabilities

$15K - $50K

1 liabilities

Total Trades

177

From PTR filings

Trade Volume

$3.3M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$8M
2009	$5.5M
2010	$424K
2011	$675K
2012	$538K
2013	$1.7M

Assets by Category

Real Estate$525K (3)

Stocks$391K (44)

Insurance$366K (7)

LLC / Partnership$176K (4)

Mutual Funds$163K (11)

Bank & Cash$57K (5)

Other$49K (4)

ETFs$19K (7)

Top Stock Holdings (from trades)

Stryker CorporationSYK

Microsoft CorporationMSFT

$106K

Berkshire hathaway Inc. NewBRK.B

$106K

United Parcel Service, Inc.UPS

$105K

Best Buy Co., Inc.BBY

$98K

Palo Alto Networks, Inc.PANW

$98K

Cigna CorporationCI

$98K

All Assets (85)

Asset	Type	Owner	Value	Income
Lake Point Medical Realty GP, LLC	LLC / Partnership	Self	$1 - $1,000	Other: Partnership $1 - $200
Lake Point Medical Realty LTD	LLC / Partnership	Self	$100,001 - $250,000	Other: Partnership $2,501 - $5,000
Date Operating Gas Lease	LLC / Partnership	Self	N/A	None
Trion Operating Gas Lease	LLC / Partnership	Self	N/A	None
30 Acres 2000 Blackjack Aubrey, TX, US	Real Estate	Self	$250,001 - $500,000	None
5 Acres Talkeetna, AK, Note Receivable Talkeetna, AK, US	Other	Self	$1,001 - $15,000	Interest/Capital Gains $2,501 - $5,000
4637 Vamonde Dr., Ft. Worth, TX Ft. Worth, TX, US	Real Estate	Spouse	$50,001 - $100,000	None
2.5 Acres Harbor South, AR AR, US	Real Estate	Spouse	$50,001 - $100,000	None
Note Receivable 1: Wise Co Prop, Lewisville, TX Lewisville, TX, US	Other	Spouse	$1,001 - $15,000	None
Compass Bank	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Wright Paterson Credit Union	Bank & Cash	Spouse	$1,001 - $15,000	None
First Security Bank Account	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
MetLife(MET)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Bank Deposit Sweep Combined	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Alcatel Lucent Ads(ALU)	Stocks	Spouse	$1 - $1,000	None
Cisco Systems Inc(CSCO)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
General Electric(GE)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
iShare DJ US TCM SCT IDX(IYZ)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Limited Brands(LB)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Microsoft(MSFT)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Pfizer(PFE)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
United Parcel Service(UPS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications(VZ)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Genworth Variable Annuity Plus	Other	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Alcatel Lucent Ads(ALU)	Stocks	Spouse	$1 - $1,000	None
America Movil SA DE CV(AMX)	Stocks	Spouse	$15,001 - $50,000	None
Berkshire Hathaway CL B(BRK.B)	Stocks	Spouse	$1,001 - $15,000	None
Pfizer Inc(PFE)	Stocks	Spouse	$1,001 - $15,000	None
Stryker Corp(SYK)	Stocks	Spouse	$15,001 - $50,000	None
Telefonos de Mexico(TMX)	Stocks	Spouse	$50,001 - $100,000	None
Fidelity Adv. Series - Equity Growth Fund	Mutual Funds	Spouse	$1,001 - $15,000	None
MS Series Trust - Large Growth FD	Mutual Funds	Spouse	$1,001 - $15,000	None
AT&T(T)	Stocks	Spouse	$1,001 - $15,000	None
Abbott Labs(ABT)	Stocks	Spouse	$1,001 - $15,000	None
American Movil SA DE CV(AMX)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Berkshire Hathaway CL B(BRK.B)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
CIGNA Corp(CI)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Walt Disney Co(DIS)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Ford Motor Co(F)	Stocks	Self	$1 - $1,000	Tax-Deferred
General Electric(GE)	Stocks	Self	$1 - $1,000	Tax-Deferred
HOSPIRA Inc.(HSP)	Stocks	Self	$1 - $1,000	Tax-Deferred
Intel Corp.(INTC)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
IBM Corp.(IBM)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
iShares Trs Inflation Prot(TIP)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Express Scripts Holding Co(ESRX)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Medco Health Solutions(MHS)	Stocks	Self	N/A	Tax-Deferred
MERCK and Co.(MRK)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Microsoft Corp.(MSFT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Nokia (self directed IRA)(NOK)	Stocks	Joint	$1 - $1,000	Tax-Deferred
Pern West Pete Ltd New (self directed IRA)	Stocks	Joint	$1,001 - $15,000	Tax-Deferred
Southwest Airlines (self directed IRA)(LUV)	Stocks	Joint	$1,001 - $15,000	Tax-Deferred
Stryker Corp (self directed IRA)(SYK)	Stocks	Joint	$15,001 - $50,000	Tax-Deferred
Telefonos de Mexico (self directed IRA)(TMX)	Stocks	Joint	N/A	Tax-Deferred
Texas Instruments (self directed IRA)(TXN)	Stocks	Joint	$1 - $1,000	Tax-Deferred
Time Warner (self directed IRA)(TWX)	Stocks	Joint	$1 - $1,000	Tax-Deferred
Fidelity Adv. Series - Equity Growth Fund (self directed IRA)	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
MFS Massachusetts Growth FD (self directed IRA)	Mutual Funds	Joint	$1,001 - $15,000	Tax-Deferred
Fidelity Cash Reserves (money market)	Mutual Funds	Joint	$1 - $1,000	Dividends $1 - $200
Fidelity International Discovery	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Fidelity Capital Appreciation	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Contrafund	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Export and Multinational	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Value	Mutual Funds	Joint	N/A	None
Hartford Annuity	Other	Spouse	N/A	None
Toyota Motors Corp.(TM)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
TD Ameritrade Insured Deposit (Money market)	Bank & Cash	Self	$1 - $1,000	Dividends $1 - $200
AMR(AMR)	Stocks	Self	$1 - $1,000	None
Eaton Vance Ohio Muni	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
Global E-point INC	Stocks	Self	$1 - $1,000	None
iShares MSCI Austria(EWO)	ETFs	Self	$1 - $1,000	Dividends $1 - $200
iShares MSCI Singapore(EWS)	ETFs	Self	$1 - $1,000	Dividends $1 - $200
Limited Brands(LB)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
OPKO Health Inc(OPK)	Stocks	Self	$1 - $1,000	None
Penn West Pete Ltd New(PWE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Powershares Zacks Micro Cap Index(PZI)	ETFs	Self	$1 - $1,000	Dividends $1 - $200
Powershares Biotechnology & Genome ETF(PBE)	ETFs	Self	$1 - $1,000	None
Southwest Airlines(LUV)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
SPDR Gold Trust Gold Shares ETF(GLD)	ETFs	Self	$1 - $1,000	Dividends $1 - $200
Northwestern Mutual Life Insurance Co	Insurance	Self	$1 - $1,000	Dividends $1 - $200
Northwestern Mutual Life Insurance - 90 Life - 1997 - Whole	Insurance	Spouse	$50,001 - $100,000	Tax-Deferred
Northwestern Mutual Life Insurance - 65 Life - 1991 - Whole	Insurance	Spouse	$50,001 - $100,000	Tax-Deferred
Northwestern Mutual Life Insurance - 65 Life - 1991b - Whole	Insurance	Spouse	$15,001 - $50,000	Tax-Deferred
Northwestern Mutual Life Insurance - 65 Life - 1989 - Whole	Insurance	Spouse	$15,001 - $50,000	Tax-Deferred
Northwestern Mutual Life Insurance - 65 Life - 1988 - Whole	Insurance	Spouse	$50,001 - $100,000	Tax-Deferred
Northwestern Mutual Life Insurance - 65 Life - 1987 - Whole	Insurance	Spouse	$50,001 - $100,000	Tax-Deferred

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Bank of America	mortgage	$15,001 - $50,000	—	—

Trading Sector Allocation (from PTR trades)

Healthcare$1.1M

Financial Services$601K

Communication Services$113K

Energy$236K

Basic Materials$97K

Technology$316K

Industrials$113K

Consumer Cyclical$219K

Retail Trade$146K

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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).