Michael C. Burgess

Michael C. Burgess Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed June 8, 2012. Includes 19 assets and 2 liabilities.

Est. Net Worth
$538K
2012 annual disclosure
Total Assets
$326K - $965K
19 assets
Total Liabilities
$65K - $150K
2 liabilities
Total Trades
177
From PTR filings
Trade Volume
$3.3M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$8M
2009$5.5M
2010$424K
2011$675K
2012$538K
2013$1.7M

Assets by Category

Real Estate$208K (4)
Bank & Cash$183K (2)
Insurance$175K (1)
Stocks$64K (8)
ETFs$8K (1)
Mutual Funds$8K (1)
LLC / Partnership$0 (1)
Other$0 (1)

Top Stock Holdings (from trades)

All Assets (19)

AssetValue
Lake District Properties LLC
N/A
Dale Operating Gas Lease LTD
N/A
Mineral Rights, OK
OK, US
$100,001 - $250,000
5 Acres Talihina, OK (Note Receivable)
Talihina, OK, US
N/A
3.4 Acres Hartford, AR
Hartford, AR, US
N/A
2.5 Acres Harbor South, AR
Harbor South, AR, US
$15,001 - $50,000
First National Bank, Mena, AR
Mena, AR, US
$100,001 - $250,000
Wogaman Congressional Credit Union
$1,001 - $15,000
Northwestern Mutual Life Insurance Co.
$100,001 - $250,000
$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
$1,001 - $15,000
$1,001 - $15,000
Fidelity Advisor Equity Growth Fund
$1,001 - $15,000

Liabilities (2)

CreditorTypeAmount
Bank of Americamortgage$15,001 - $50,000
Wells Fargo Bankmortgage$50,001 - $100,000

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).
Michael C. Burgess Net Worth & Financial Disclosure 2012: Assets & Portfolio | Congress Stock Tracker