Michael R. Turner Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 16, 2011. Includes 80 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$875K

2011 annual disclosure

Total Assets

$273K - $1.5M

80 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

Retirement & Pension$480K (48)

Mutual Funds$224K (4)

Stocks$97K (17)

ETFs$64K (8)

Bank & Cash$11K (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 (80)

Asset	Type	Owner	Value	Income
JP Morgan Chase Bank Accounts	Bank & Cash	Joint	$1 - $1,000	None
Legg Mason American Leading Companies Trust (IRA)	Retirement & Pension	Spouse	$15,001 - $50,000	None
Legg Mason Special Investment Trust (IRA)	Retirement & Pension	Spouse	$15,001 - $50,000	None
Legg Mason International Equity Trust (IRA)	Retirement & Pension	Spouse	$50,001 - $100,000	None
Legg Mason Value Trust (IRA)	Retirement & Pension	Spouse	$1 - $1,000	None
Schwab Cash Reserves (IRA)	Retirement & Pension	Spouse	$1 - $1,000	None
Aflac Stock (IRA)(AFL)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Apache Stock (IRA)(APA)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Becton Dickinson Stock (IRA)(BDX)	Retirement & Pension	Spouse	$1,001 - $15,000	None
CVS Stock (IRA)(CVS)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Chubb Stock (IRA)(CB)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Cisco Stock (IRA)(CSCO)	Retirement & Pension	Spouse	$1,001 - $15,000	None
eBay Stock (IRA)(EBAY)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Emerson Stock (IRA)(EMR)	Retirement & Pension	Spouse	$1,001 - $15,000	None
General Electric Stock (IRA)(GE)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Intel Stock (IRA)(INTC)	Retirement & Pension	Spouse	$1,001 - $15,000	None
International Business Machines Stock (IRA)(IBM)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Johnson & Johnson Stock (IRA)(JNJ)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Occidental Petroleum Stock (IRA)(OXY)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Omnicom Group Stock (IRA)(OMC)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Oracle Stock (IRA)(ORCL)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Pepsico Stock (IRA)(PEP)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Pfizer Stock (IRA)(PFE)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Procter & Gamble Stock (IRA)(PG)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Royal Dutch Stock (IRA)(RDS.A)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Stericycle Stock (IRA)(SRCL)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Telefonica Stock (IRA)(TEF)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Transocean Stock (IRA)(RIG)	Retirement & Pension	Spouse	N/A	None
Viacom Stock (IRA)(VIAB)	Retirement & Pension	Spouse	$1 - $1,000	None
Western Union Stock (IRA)(WU)	Retirement & Pension	Spouse	$1 - $1,000	None
Windstream Stock (IRA)(WIN)	Retirement & Pension	Spouse	N/A	None
iShares MSCI EAFE Index Exchange Traded Fund (IRA)(EFA)	Retirement & Pension	Spouse	$1,001 - $15,000	None
iShares S&P Midcap 400 Index Exchange Traded Fund (IRA)(IJH)	Retirement & Pension	Spouse	$1,001 - $15,000	None
iShares Russell 2000 Index Exchange Traded Fund (IRA)(IWM)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Schwab US Broad Market Exchange Traded Fund (IRA)(SCHB)	ETFs	Spouse	$1,001 - $15,000	None
Vanguard Emerging Market Stock Index Fund (IRA)	Mutual Funds	Spouse	$1,001 - $15,000	None
Turner Focused Fund Inv, Dayton, Ohio Dayton, Ohio, US	Mutual Funds	Spouse	$100,001 - $250,000	None
Oakwood Aggressive Option Fund (529 Plan)	Mutual Funds	Spouse	$15,001 - $50,000	None
Columbia Large Core Fund (Large Cap Equity Fund)	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Schwab Cash Reserves	Bank & Cash	DC	$1 - $1,000	None
Ohio State PERS (Not self-directed)	Retirement & Pension	Joint	$15,001 - $50,000	None
Schwab Cash Reserves (IRA)	Bank & Cash	Joint	$5,001 - $15,000	None
Amgen Stock (IRA)(AMGN)	Stocks	Joint	$1,001 - $15,000	None
Apple Stock (IRA)(AAPL)	Stocks	Joint	N/A	None
BHP Billiton Stock (IRA)(BHP)	Stocks	Joint	$1,001 - $15,000	None
Chevron Stock (IRA)(CVX)	Stocks	Joint	$1,001 - $15,000	None
Corning Stock (IRA)(GLW)	Stocks	Joint	$1,001 - $15,000	None
Devon Stock (IRA)(DVN)	Stocks	Joint	N/A	None
Exelon Stock (IRA)(EXC)	Retirement & Pension	Self	$1,001 - $15,000	None
Exxon Mobil Stock (IRA)(XOM)	Retirement & Pension	Self	$1,001 - $15,000	None
Federated Stock (IRA)(FHI)	Retirement & Pension	Self	$1,001 - $15,000	None
General Electric Stock (IRA)(GE)	Retirement & Pension	Self	$1,001 - $15,000	None
Hewlett-Packard Stock (IRA)(HPQ)	Retirement & Pension	Self	$1,001 - $15,000	None
Home Depot Stock (IRA)(HD)	Retirement & Pension	Self	$1,001 - $15,000	None
Jacobs Engineering Stock (IRA)(J)	Retirement & Pension	Self	$1,001 - $15,000	None
Lab Corp of America Stock (IRA)(LH)	Retirement & Pension	Self	$1,001 - $15,000	None
Eli Lilly Stock (IRA)(LLY)	Retirement & Pension	Self	$1,001 - $15,000	None
Microsoft Stock (IRA)(MSFT)	Retirement & Pension	Spouse	$1,001 - $50,000	None
Monsanto Stock (IRA)(MON)	Retirement & Pension	Self	N/A	None
Nike Stock (IRA)(NKE)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Norfolk Southern Stock (IRA)(NSC)	Retirement & Pension	Self	N/A	None
Novartis Stock (IRA)(NVS)	Retirement & Pension	Self	$1,001 - $15,000	None
Procter & Gamble Stock (IRA)(PG)	Stocks	Self	$1,001 - $15,000	None
Public Service Enterprise Stock (IRA)(PEG)	Stocks	Self	$1,001 - $15,000	None
Sysco Stock (IRA)(SYY)	Stocks	Self	$1,001 - $15,000	None
Research In Motion Stock (IRA)(BB)	Stocks	Self	N/A	None
Charles Schwab Stock (IRA)(SCHW)	Stocks	Self	$1,001 - $15,000	None
Verizon Stock (IRA)(VZ)	Stocks	Self	$1,001 - $15,000	None
Waste Management Stock (IRA)(WM)	Stocks	Self	$1,001 - $15,000	None
Wells Fargo Stock (IRA)(WFC)	Stocks	Self	$1,001 - $15,000	None
Western Union Stock (IRA)(WU)	Stocks	Self	$1 - $1,000	None
Zimmer Stock (IRA)(ZBH)	Stocks	Self	N/A	None
3M Stock (IRA)(MMM)	Stocks	Self	$1,001 - $15,000	None
iShares MSCI EAFE Index Exchange Traded Fund (IRA)(EFA)	ETFs	Self	$1,001 - $15,000	None
iShares S&P MidCap 400 Index Exchange Traded Fund (IRA)(IJH)	ETFs	Self	$1,001 - $15,000	None
iShares Russell 2000 Index Exchange Traded Fund (IRA)(IWM)	ETFs	Self	$1,001 - $15,000	None
iShares SmallCap 600 Index Exchange Traded Fund (IRA)(IJR)	ETFs	Self	$1,001 - $15,000	None
Schwab Emerging Market Exchange Traded Fund (IRA)(SCHE)	ETFs	Self	$1,001 - $15,000	None
Schwab US Broad Market Exchange Traded Fund (IRA)(SCHB)	ETFs	Self	$1,001 - $15,000	None
Vanguard Emerging Market Exchange Traded Fund (IRA)(VWO)	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).