Michael G. Fitzpatrick
Michael G. Fitzpatrick Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed June 6, 2012. Includes 40 assets and 1 liabilities.
Est. Net Worth
$445K
2012 annual disclosure
Total Assets
$229K - $1M
40 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
Retirement & Pension$250K (2)
Stocks$232K (29)
Mutual Funds$138K (9)
Top Stock Holdings (from trades)
All Assets (40)
| Asset | Value |
|---|---|
County of Bucks Employee Retirement | $50,001 - $100,000 |
Merrill Lynch Wealth Management Solo Retirement Funds | $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 | |
| $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 | |
| $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 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Perkins Mid Cap Value | $15,001 - $50,000 |
Franklin Floating Rate Daily Access Adv Cl | $1,001 - $15,000 |
FS Low Duration Bond Fund | $1,001 - $15,000 |
Lord Abbett Fundamental Equity Fund | $1,001 - $15,000 |
PIMCO Total Return Fund (formerly Pimco Total Return Fund) | $15,001 - $50,000 |
JP Morgan Strategic Income Opportunities Fund | $1,001 - $15,000 |
Templeton Global Bond Fund Adv Cl | $1,001 - $15,000 |
BlackRock Global Allocation Instl | $15,001 - $50,000 |
Thornburg Investment Income Builder Fund Cl | N/A |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| FIRST FEDERAL ASSOCIATION OF BUCKS COUNTY | other | $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).