Michael R. Turner Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 103 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$962K

2010 annual disclosure

Total Assets

$323K - $1.6M

103 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$410K (78)

Mutual Funds$380K (9)

LLC / Partnership$75K (1)

ETFs$56K (9)

Retirement & Pension$33K (1)

Bank & Cash$9K (2)

Other$0 (3)

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 (103)

Asset	Type	Owner	Value	Income
JP Morgan Chase bank accounts	Bank & Cash	Joint	$1,001 - $15,000	None
Goldman American Leading Companies Trust	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Legg Mason Special Investment Trust	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
Legg Mason International Equity Trust	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Legg Mason Value Trust	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Schwab Cash Reserves	Mutual Funds	Spouse	$1,001 - $15,000	Interest $1 - $200
Aflac Inc. Stock(AFL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Apache Corp. Stock(APA)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Becton, Dickinson and Co. Stock(BDX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
CVS Health Corp. Stock(CVS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Chubb Ltd. Stock(CB)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc. Stock(CSCO)	Stocks	Spouse	$1,001 - $15,000	None
DuPont de Nemours Inc. Stock(DD)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
eBay Inc. Stock(EBAY)	Stocks	Spouse	$1,001 - $15,000	None
Emerson Electric Co. Stock(EMR)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
General Electric Co. Stock(GE)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Intel Corp. Stock(INTC)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
International Business Machines Corp. 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 Corp. Stock(LMT)	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	Dividends $1 - $200
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
Stericycle stock(SRCL)	Stocks	Spouse	$1,001 - $15,000	None
Telefonica stock(TEF)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Transocean stock(RIG)	Stocks	Spouse	$1,001 - $15,000	None
U.S. Bancorp stock(USB)	Stocks	Spouse	N/A	Dividends $1 - $200
Viacom stock(VIAC)	Stocks	Spouse	$1 - $1,000	None
Wellpoint stock(WLP)	Stocks	Spouse	N/A	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 Fund(EFA)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
iShares Core S&P Midcap 400 Index ETF(IJH)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
iShares S&P Midcap 400 Exchange Traded Fund(IJJ)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Vanguard Russell 2000 Index Exchange Traded Fund(VTWO)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Vanguard Emerging Market Stock Index Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Turner Fdct, marketing firm Dayton, Ohio, US	LLC / Partnership	Spouse	$50,001 - $100,000	None
American Funds Age-Based Option Fund	Mutual Funds	DC	$100,001 - $250,000	Dividends $201 - $1,000
Ameriprise Large Cap Equity	Mutual Funds	DC	$50,001 - $100,000	Dividends $201 - $1,000
Schwab Cash Reserves	Bank & Cash	Joint	$1 - $1,000	Interest $1 - $200
General Electric 4.25% due 6-15-20 note	Other	Joint	N/A	Interest/Cap Gains $201 - $1,000
Hamilton Cty, Ohio 3% due 12-1-19 Hamilton County, Ohio, US	Other	Joint	N/A	Interest/Cap Gains $201 - $1,000
Capital One 4.6% due 6-1-09 note	Other	Joint	N/A	Interest $201 - $1,000
Abbott stock(ABT)	Stocks	Joint	N/A	Dividends/Cap Gains $201 - $1,000
Best Buy stock(BBY)	Stocks	Joint	N/A	Dividends $1 - $200
Caterpillar stock(CAT)	Stocks	Joint	N/A	Dividends $1 - $200
Carrier Corporation Stock(CARR)	Stocks	Joint	N/A	Capital Gains $1,001 - $2,500
Cisco Systems Inc. Stock(CSCO)	Stocks	Joint	N/A	Capital Gains $201 - $1,000
Coach Inc. Stock(TPR)	Stocks	Joint	N/A	Dividends/Capital Gains $201 - $1,000
Colgate-Palmolive Company Stock(CL)	Stocks	Joint	N/A	Dividends/Interest $201 - $1,000
Walt Disney Company Stock(DIS)	Stocks	Joint	N/A	Dividends/Capital Gains $1 - $200
Goldman Sachs Group Inc. Stock(GS)	Stocks	Joint	N/A	Dividends/Capital Gains $201 - $1,000
Ingersoll Rand Inc. Stock(IR)	Stocks	Joint	N/A	Dividends $1 - $200
Occidental Petroleum Corporation Stock(OXY)	Stocks	Joint	N/A	Dividends/Capital Gains $201 - $1,000
Paychex Inc. Stock(PAYX)	Stocks	Joint	N/A	Dividends $1 - $200
Schlumberger Limited Stock(SLB)	Stocks	Joint	N/A	Dividends/Capital Gains $1 - $200
Stryker Corporation Stock(SYK)	Stocks	Joint	N/A	Dividends/Capital Gains $1 - $200
Texas Instruments Incorporated Stock(TXN)	Stocks	Joint	N/A	Dividends $1 - $200
U.S. Bancorp Stock(USB)	Stocks	Joint	N/A	Dividends $1 - $200
3M Company Stock(MMM)	Stocks	Joint	N/A	Dividends $1 - $200
iShares MSCI EAFE Index ETF(EFA)	ETFs	Joint	N/A	Dividends $1 - $200
Vanguard Total Stock Market Exchange Traded Fund(VTI)	ETFs	Joint	N/A	Capital Gains $1 - $200
Ohio PERS (Not self-directed)	Retirement & Pension	Joint	$15,001 - $50,000	None
Schwab Cash Reserves	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Allstate stock(ALL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Amgen stock(AMGN)	Stocks	Self	$1,001 - $15,000	None
Apple stock(AAPL)	Stocks	Self	$1,001 - $15,000	None
BHP Billiton stock(BHP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chevron stock(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Davy stock(DV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon stock(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil stock(XOM)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Federated stock(FHI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
General Electric stock(GE)	Stocks	Self	$1,001 - $15,000	Dividends $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
Jacobs Engineering stock(J)	Stocks	Self	$1,001 - $15,000	None
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(MHFI)	Stocks	Self	N/A	Dividends $1 - $200
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(NOK)	Stocks	Self	N/A	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
Procter & Gamble stock(PG)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Public Service Enterprise stock(PEG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Research In Motion stock(BB)	Stocks	Self	$1,001 - $15,000	None
Charles Schwab stock(SCHW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Technologies stock(UTX)	Stocks	Self	N/A	Capital Gains $201 - $1,000
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	Spouse	$1,001 - $15,000	Dividends $1 - $200
Western Union stock(WU)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Zimmer stock(ZBH)	Stocks	Self	$1,001 - $15,000	None
3M stock(MMM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI EAFE Index Fund Exchange Traded Fund	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares S&P Midcap 400 Index Exchange Traded Fund	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares S&P 500 Index Exchange Traded Fund	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

Michael R. Turner trades Wealthiest members Most active traders OH delegation Articles

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).