Michael R. Turner Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 100 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$1.2M

2008 annual disclosure

Total Assets

$370K - $2M

100 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$2.2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$1.2M
2009	$802K
2010	$962K
2011	$875K
2012	-$152K
2013	-$310K

Assets by Category

Stocks$577K (79)

Mutual Funds$272K (9)

LLC / Partnership$175K (1)

ETFs$48K (6)

Bank & Cash$33K (1)

Retirement & Pension$33K (1)

Other$16K (2)

Gov. Securities$8K (1)

Top Stock Holdings (from trades)

Cheniere Energy, Inc.LNG

$1.5M

Target stockTGT

$24K

iShares MSCI EAFE Index Exchange Traded FundEFA

$24K

Lab Corp of America stockLH

$16K

Anheuser Busch stockBUD

Texas Instruments stockTXN

$16K

All Assets (100)

Asset	Type	Owner	Value	Income
JP Morgan Chase Bank accounts	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
Legg Mason American Leading Companies Trust	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains $1,001 - $2,500
Legg Mason Special Investment Trust	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains $1,001 - $2,500
Legg Mason International Equity Trust	Mutual Funds	Spouse	$50,001 - $100,000	Capital Gains/Dividend $1,001 - $2,500
Legg Mason Value Trust	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Schwab Cash Reserves	Mutual Funds	Spouse	$1 - $1,000	Interest $1 - $200
Atlas stock(ATLS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Apache stock(APA)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Altria stock(MO)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Bank of America stock(BAC)	Stocks	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Biomet stock(BMET)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
CVS stock(CVS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Chubb stock(CB)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Cisco stock(CSCO)	Stocks	Spouse	$1,001 - $15,000	None
Ebay stock(EBAY)	Stocks	Spouse	$1,001 - $15,000	None
First Data stock(FDC)	Stocks	Spouse	N/A	Capital Gains/Dividends $201 - $1,000
Forest Labs stock(FRX)	Stocks	Spouse	$1,001 - $15,000	None
General Electric stock(GE)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Intel stock(INTC)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
International Business Machines stock(IBM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Lockheed Martin(LMT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Masco(MAS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Oracle(ORCL)	Stocks	Spouse	$1,001 - $15,000	None
PepsiCo(PEP)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Pfizer(PFE)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble(PG)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Royal Dutch(RDS.A)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Staples(SPLS)	Stocks	Spouse	$1,001 - $15,000	Capital Gains/Dividends $1,001 - $2,500
U.S. Bancorp(USB)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Viacom(VIAB)	Stocks	Spouse	$1,001 - $15,000	None
Wellpoint(WLP)	Stocks	Spouse	$1,001 - $15,000	None
Western Union(WU)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Windstream(WIN)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
iShares MSCI EAFE Index ETF(EFA)	ETFs	Spouse	$1,001 - $15,000	None
iShares Russell 2000 Value Index ETF(IWN)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Schwab U.S. Large-Cap Value Exchange Traded Fund(SCHV)	ETFs	Spouse	$1,001 - $15,000	None
Turner Effect, marketing firm Dayton, Ohio, US	LLC / Partnership	Spouse	$100,001 - $250,000	None
PIMCO Active Age-Based Portfolio CollegeAdvantage 529	Mutual Funds	DC	$15,001 - $50,000	Capital Gains $201 - $1,000
Ameriprise Large Cap Equity Fund	Mutual Funds	DC	$1,001 - $15,000	Capital Gains/Dividends $1,001 - $2,500
Schwab Cash Reserves	Mutual Funds	Joint	$1,001 - $15,000	Interest $201 - $1,000
General Electric 4.5% due 6-15-10 note	Other	Joint	$1,001 - $15,000	Interest $201 - $1,000
Hamilton County, Ohio 3% due 12-1-15 Hamilton County, Ohio, US	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
Capital One 4.6% due 6-2-09 note	Other	Joint	$1,001 - $15,000	None
Abbott Stock(ABT)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Bed Bath & Beyond stock(BBBY)	Stocks	Joint	N/A	None
Best Buy stock(BBY)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Caterpillar stock(CAT)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Center stock	Stocks	Joint	$1,001 - $15,000	None
Citigroup stock(C)	Stocks	Joint	N/A	Dividends $1 - $200
Cisco stock(CSCO)	Stocks	Joint	$1,001 - $15,000	None
Coach stock(COH)	Stocks	Joint	$1,001 - $15,000	None
Colgate-Palmolive stock(CL)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Walt Disney stock(DIS)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Goldman Sachs stock(GS)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Ingersoll Rand stock(IR)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Motorola stock(MSI)	Stocks	Joint	N/A	Dividends $1 - $200
Occidental Petroleum stock(OXY)	Stocks	Joint	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Paychex stock(PAYX)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Schlumberger stock(SLB)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Stryker stock(SYK)	Stocks	Joint	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Texas Instruments stock(TXN)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
U.S. Bancorp stock(USB)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
3M stock(MMM)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI EAFE Index Exchange Traded Fund(EFA)	ETFs	Joint	$1,001 - $15,000	None
Ohio State PERS	Retirement & Pension	Self	$15,001 - $50,000	None
Schwab Cash Reserves (Not Self Directed)	Mutual Funds	Self	$50,001 - $100,000	Interest $1 - $200
Ambac stock(AMBC)	Stocks	Self	N/A	Dividends $1 - $200
Allstate stock(ALL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American International Group stock(AIG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Amgen stock(AMGN)	Stocks	Self	$1,001 - $15,000	None
Anheuser Busch stock(BUD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chevron stock(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Electronic Arts stock(EA)	Stocks	Self	$1,001 - $15,000	None
Exxon Mobil stock(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Federated Investors stock(FHI)	Stocks	Self	$1,001 - $15,000	None
First Data stock(FDC)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
General Electric stock(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
H&R Block stock(HRB)	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
Hewlett-Packard stock(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Home Depot stock(HD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Eli Lilly stock(LLY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McGraw Hill stock(MHP)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Merck stock(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft stock(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nike stock(NKE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nokia stock(NOK)	Stocks	Self	$15,001 - $50,000	None
Novartis stock(NVS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pitney Bowes stock(PBI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble stock(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Target Corporation(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Technologies Corporation(UTX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications Inc.(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Washington Mutual Stock(WM)	Stocks	Self	N/A	Dividends $1 - $200
Wells Fargo & Company(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Western Union Company(WU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Zimmer Holdings, Inc.(ZMH)	Stocks	Self	$1,001 - $15,000	None
3M Company(MMM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI EAFE Index Exchange Traded Fund(EFA)	ETFs	Self	$1,001 - $15,000	None
iShares Dow Jones U.S. Technology Index Exchange Traded Fund(IYW)	ETFs	Self	$1,001 - $15,000	None

Trading Sector Allocation (from PTR trades)

Consumer Defensive$32K

Consumer Cyclical$40K

Banking$24K

Financial Services$120K

Healthcare$48K

Technology$48K

Energy$1.5M

Basic Materials$8K

Industrials$24K

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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).