Michael C. Burgess
Michael C. Burgess Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed June 16, 2010. Includes 25 assets and 1 liabilities.
Est. Net Worth
$424K
2010 annual disclosure
Total Assets
$193K - $720K
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
Mutual Funds$174K (5)
ETFs$146K (9)
Stocks$137K (11)
Top Stock Holdings (from trades)
All Assets (25)
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Vanguard Consumer Staples ETF | $15,001 - $50,000 |
Vanguard Energy Index Fund | $1,001 - $15,000 |
Vanguard Financials ETF | $1,001 - $15,000 |
Vanguard Growth ETF | $1,001 - $15,000 |
Vanguard Health Care Fund Investor Shares | $1,001 - $15,000 |
Vanguard Industrials ETF | $1,001 - $15,000 |
Vanguard Information Technology ETF | $15,001 - $50,000 |
Vanguard Materials ETF | $1,001 - $15,000 |
Vanguard Mid-Cap ETF | $1,001 - $15,000 |
Vanguard REIT Index Fund | $1,001 - $15,000 |
Vanguard S&P 500 ETF | $15,001 - $50,000 |
Vanguard Small-Cap ETF | $1,001 - $15,000 |
Vanguard Total Bond Market Index | $50,001 - $100,000 |
Vanguard Total Stock Market Index Investor Shares | $50,001 - $100,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| 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
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).