Michael C. Burgess Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 25 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$8M

2008 annual disclosure

Total Assets

$3.2M - $12.8M

25 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$3.8M (4)

Insurance$3M (1)

LLC / Partnership$750K (1)

Bank & Cash$216K (3)

Mutual Funds$181K (5)

Stocks$105K (10)

ETFs$8K (1)

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 (25)

Asset	Type	Owner	Value	Income
Lake Pointe Apartments LP	LLC / Partnership	Self	$500,001 - $1,000,000	Partnership Income
5 Acres in Talkeetna, AK Talkeetna, AK, US	Real Estate	Self	$1,001 - $15,000	None
3432 N Talkeetna, AK Lot Talkeetna, AK, US	Real Estate	Self	$1,001 - $15,000	None
2607 118th Pl SE, Lake Stevens, WA Lake Stevens, WA, US	Real Estate	Self	$500,001 - $1,000,000	None
Coat Drive Property	Real Estate	Self	$1,000,001 - $5,000,000	Rent (Estate)
Compass Bank	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Edward Jones Money Market Accounts (Combined)	Bank & Cash	Self	$100,001 - $250,000	Interest $1 - $200
Northwestern Mutual Life Insurance Co (Combined)	Insurance	Self	$1,000,001 - $5,000,000	Interest $15,001 - $50,000
Northern Lights Federal Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Apple Inc. (IRA)(AAPL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Pfizer Inc. (IRA)(PFE)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
AT&T Inc. (IRA)(T)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc.(CSCO)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corp (IRA)(XOM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corp. (IRA)(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
NCR Corp. (fka Perot Systems) (IRA)(NCR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Southwest Airlines (IRA)(LUV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Time Warner Inc.	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Contra Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $5,001 - $15,000
Fidelity Growth Company	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Fidelity Low Priced Stock	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Fidelity Magellan	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Toyota Motors Corp.(TM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Energy Index Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Total Stock Market Index VIPERS	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200

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).