Michael R. Turner Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 101 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$802K

2009 annual disclosure

Total Assets

$173K - $1.4M

101 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$477K (77)

Mutual Funds$121K (9)

LLC / Partnership$75K (1)

ETFs$64K (9)

Retirement & Pension$33K (1)

Other$16K (2)

Bank & Cash$8K (1)

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 (101)

Asset	Type	Owner	Value	Income
JP Morgan Chase Bank Accounts	Bank & Cash	Joint	$1,001 - $15,000	Interest $201 - $1,000
Columbia American Leading Companies Trust	Mutual Funds	Spouse	$15,001 - $50,000	Interest/Capital Gains $201 - $1,000
Legg Mason Special Investment Trust	Mutual Funds	Spouse	$1,001 - $15,000	None
Legg Mason International Equity Trust	Mutual Funds	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Legg Mason Value Trust	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Schwab Cash Reserves	Mutual Funds	Spouse	$1,001 - $15,000	Interest $1 - $200
Atlas stock	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Apache stock(APA)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Bank of America Stock(BAC)	Stocks	Spouse	N/A	None
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
DuPont stock(DD)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Ebay stock(EBAY)	Stocks	Spouse	$1 - $1,000	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 stock(JNJ)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Lockheed Martin stock(LMT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Masco stock(MAS)	Stocks	Spouse	N/A	None
Omnicom Group Stock(OMC)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Oracle Stock(ORCL)	Stocks	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Pepsico Stock(PEP)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Pfizer Stock(PFE)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble Stock(PG)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Royal Dutch Stock(RDS.A)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Telefonica Stock(TEF)	Stocks	Spouse	$1,001 - $15,000	None
Transocean Stock(RIG)	Stocks	Spouse	$1 - $1,000	None
U.S. Bancorp Stock(USB)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Viacom Stock(VIAC)	Stocks	Spouse	$1 - $1,000	None
Wellpoint Stock(ANTM)	Stocks	Spouse	$1 - $1,000	None
Western Union Stock(WU)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Windstream Stock(WIN)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
iShares MSCI EAFE Index Exchange Traded Fund	ETFs	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
iShares Russell 2000 Value Index Fund(IWN)	ETFs	Spouse	N/A	None
iShares 20+ Year Treasury Bond ETF(TLT)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
iShares S&P Midcap 400 Index ETF(IJH)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Turner Efect (marketing firm) Durham, NC, US	LLC / Partnership	Spouse	$50,001 - $100,000	None
iShares S&P 500 Index ETF(IVV)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Putnam Moderate Age-Based Portfolio	Mutual Funds	DC	$15,001 - $50,000	None
Enterprise Large Cap Fund	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Schwab Cash Reserves	Mutual Funds	Joint	$1,001 - $15,000	Interest $1 - $200
General Electric 4.5% Bond	Other	Joint	$1,001 - $15,000	Interest $201 - $1,000
Houghton County, Ohio 3% Note (due 12-1-09) Ohio, US	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
Capital One 4.6% Bond (due 6-1-09)	Other	Joint	$1,001 - $15,000	Interest $201 - $1,000
Abbott Laboratories Stock(ABT)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Best Buy Co., Inc. Stock(BBY)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Caterpillar Inc. Stock(CAT)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Cerner Corporation Stock(CERN)	Stocks	Joint	$1,001 - $15,000	None
Cisco Stock(CSCO)	Stocks	Joint	$1,001 - $15,000	None
Coach Stock(TPR)	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 - $1,000	Dividends $1 - $200
Occidental Petroleum Stock(OXY)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
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 - $1,000	Dividends $1 - $200
Texas Instruments Stock(TXN)	Stocks	Joint	$1 - $1,000	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 (Not self-directed)	Retirement & Pension	Self	$15,001 - $50,000	None
Schwab Cash Reserves	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Allstate Corp.(ALL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American International Group(AIG)	Stocks	Self	N/A	None
Amgen Inc.(AMGN)	Stocks	Self	$1,001 - $15,000	None
Anheuser-Busch(BUD)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	None
Chevron Corp.(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Electronic Arts Inc.(EA)	Stocks	Self	N/A	None
Exxon Mobil Corp.(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Federated Investors(FHI)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
General Electric Co.(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Hewlett-Packard(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Home Depot Inc.(HD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lab Corp of America stock(LH)	Stocks	Self	$1,001 - $15,000	None
Eli Lilly stock(LLY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McGraw Hill Stock(MHP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merck stock(MRK)	Stocks	Self	N/A	None
Microsoft stock(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Monsanto stock(MON)	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	$1,001 - $15,000	Dividends $1 - $200
Norfolk Southern stock(NSC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Novartis stock(NVS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pitney Bowes stock(PBI)	Stocks	Self	N/A	None
Procter & Gamble stock(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Public Service Enterprise stock(PEG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Target stock(TGT)	Stocks	Self	N/A	None
United Technologies stock(UTX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Verizon stock(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Waste Management stock(WM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo stock(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Western Union stock(WU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Zimmer Holdings stock(ZMH)	Stocks	Self	$1,001 - $15,000	None
3M stock(MMM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI EAFE Index Exchange Traded Fund(EFA)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI Emerging Markets Index Exchange Traded Fund(EEM)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares S&P SmallCap 600 Index Exchange Traded Fund(IJR)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200

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).