Michael G. Fitzpatrick
Michael G. Fitzpatrick Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 53 assets and 1 liabilities.
Est. Net Worth
$461K
2013 annual disclosure
Total Assets
$241K - $1M
53 assets
Total Liabilities
$100K - $250K
1 liabilities
Total Trades
22
From PTR filings
Trade Volume
$176K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2011 | $258K |
| 2011 | $349K |
| 2012 | $445K |
| 2013 | $461K |
Assets by Category
Stocks$423K (38)
Mutual Funds$122K (12)
Retirement & Pension$75K (1)
Bank & Cash$8K (1)
ETFs$8K (1)
Top Stock Holdings (from trades)
All Assets (53)
| Asset | Value |
|---|---|
County of Bucks - Employee Retirement | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
BlackRock Global Allocation Fund Institutional | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Cash Account - BIF Money Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
Franklin Floating Rate Daily Access Fund Class A | N/A |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Goldman Sachs Rising Dividend Growth Fund | $1,001 - $15,000 |
HENZ HJ CO P V 25CT | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Janus Flexible Bond Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
JPMorgan Core Bond Fund | $15,001 - $50,000 |
JPMorgan Large Cap Growth Fund Select | $1,001 - $15,000 |
JPMorgan Strategic Income Opportunities Fund | N/A |
| $1,001 - $15,000 | |
| N/A | |
Lord Abbett Fundamental Equity Fund Class F | N/A |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Perkins Mid Cap Value Fund Class I | N/A |
| $1,001 - $15,000 | |
PIMCO Total Return Fund Class D | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
RS Low Duration Bond Fund Class Y | N/A |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Templeton Global Bond Fund Advisor Class | N/A |
| $1,001 - $15,000 | |
| N/A | |
| N/A | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $5,001 - $15,000 | |
| $15,001 - $50,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| First Federal Savings and Loan Association of Bucks County | mortgage | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Industrials$16K
Basic Materials$32K
Technology$8K
Utilities$8K
Financial Services$24K
Consumer Defensive$24K
Healthcare$8K
Consumer Cyclical$16K
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).