Michael R. Turner Net Worth & Financial Disclosure

house

Annual financial disclosure for 2012, filed May 15, 2012. Includes 73 assets and 4 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

-$152K

2012 annual disclosure

Total Assets

$234K - $1.3M

73 assets

Total Liabilities

$610K - $1.3M

4 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$289K (35)

Retirement & Pension$236K (17)

Mutual Funds$90K (8)

ETFs$80K (10)

LLC / Partnership$75K (1)

Bank & Cash$16K (2)

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 (73)

Asset	Type	Owner	Value	Income
Chase bank accounts	Bank & Cash	Joint	$1,001 - $15,000	None
Schwab Cash Reserves	Mutual Funds	Joint	$1 - $1,000	None
Turner Finch Marketing firm Dayton, Ohio, US	LLC / Partnership	Spouse	$50,001 - $100,000	None
Legg Mason American Leading Companies	Mutual Funds	Spouse	N/A	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)	Mutual Funds	Spouse	$15,001 - $50,000	None
Legg Mason Emerging Markets Fund (IRA)	Mutual Funds	Spouse	$15,001 - $50,000	None
Fidelity Freedom 2030 Fund (IRA)	Mutual Funds	Spouse	$1,001 - $15,000	None
Schwab Cash Reserves (IRA)	Mutual Funds	Spouse	$1,001 - $15,000	None
Aflac Stock (IRA)(AFL)	Stocks	Spouse	$1,001 - $15,000	None
Apache Stock (IRA)(APA)	Stocks	Spouse	$1,001 - $15,000	None
Becton Dickinson Stock (IRA)(BDX)	Stocks	Spouse	$1,001 - $15,000	None
CVS Stock (IRA)(CVS)	Stocks	Spouse	$15,001 - $50,000	None
Chubb Stock (IRA)(CB)	Stocks	Spouse	$1,001 - $15,000	None
Cisco Stock (IRA)(CSCO)	Stocks	Spouse	$1,001 - $15,000	None
Ebay Stock (IRA)(EBAY)	Stocks	Spouse	$1,001 - $15,000	None
Emerson Stock (IRA)(EMR)	Stocks	Spouse	$1,001 - $15,000	None
General Electric Stock (IRA)(GE)	Stocks	Spouse	$1,001 - $15,000	None
Intel Stock (IRA)(INTC)	Stocks	Spouse	$1,001 - $15,000	None
International Business Machines Stock (IRA)(IBM)	Stocks	Spouse	$1,001 - $15,000	None
Johnson & Johnson Stock (IRA)(JNJ)	Stocks	Spouse	$1,001 - $15,000	None
Occidental Petroleum Stock (IRA)(OXY)	Stocks	Spouse	$1,001 - $15,000	None
Omnicom Group Stock (IRA)(OMC)	Stocks	Spouse	$1,001 - $15,000	None
Oracle Stock (IRA)(ORCL)	Stocks	Spouse	$1,001 - $15,000	None
Pepsico Stock (IRA)(PEP)	Stocks	Spouse	$1,001 - $15,000	None
Pfizer Stock (IRA)(PFE)	Stocks	Spouse	$1,001 - $15,000	None
Procter & Gamble Stock (IRA)(PG)	Stocks	Spouse	$1,001 - $15,000	None
Royal Dutch Stock (IRA)(RDS.A)	Stocks	Spouse	$1,001 - $15,000	None
Stericycle Stock (IRA)(SRCL)	Stocks	Spouse	$1,001 - $15,000	None
Telefonica Stock (IRA)(TEF)	Stocks	Spouse	$1,001 - $15,000	None
Viacom Stock (IRA)(VIAC)	Stocks	Spouse	$1,001 - $15,000	None
Western Union Stock (IRA)(WU)	Stocks	Spouse	$1,001 - $15,000	None
iShares MSCI EAFE Index Exchange Traded Fund (IRA)(EFA)	ETFs	Spouse	$1,001 - $15,000	None
Ishares S&P Midcap 400 Index Exchange Traded Fund (IRA)	ETFs	Spouse	$1,001 - $15,000	None
Ishares Core S&P Small Cap Exchange Traded Fund (IRA)	ETFs	Spouse	$1,001 - $15,000	None
Schwab US Broad Market Exchange Traded Fund (IRA)	ETFs	Spouse	$1,001 - $15,000	None
Vanguard Emerging Market Exchange Traded Fund (IRA)	ETFs	Spouse	$1,001 - $15,000	None
Vanguard Target Retirement 2025 (529 Plan)	Mutual Funds	DC	$1,001 - $15,000	Tax Deferred
Columbia Large Core Fund	Mutual Funds	DC	N/A	Dividends $1 - $200
Ohio State PERS (Not self-directed)	Retirement & Pension	Self	$15,001 - $50,000	None
Schwab Cash Reserves (IRA)	Bank & Cash	Self	$1,001 - $15,000	None
Amgen Stock (IRA)(AMGN)	Stocks	Self	$1,001 - $15,000	None
BHP Billiton Stock (IRA)(BHP)	Stocks	Self	$1,001 - $15,000	None
Blackrock Stock (IRA)(BLK)	Stocks	Self	$1,001 - $15,000	None
Chevron Stock (IRA)(CVX)	Stocks	Self	$1,001 - $15,000	None
Corning Stock (IRA)(GLW)	Stocks	Self	$1,001 - $15,000	None
Exxon Stock (IRA)(XOM)	Stocks	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	N/A	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	Self	$1,001 - $15,000	None
Nike Stock (IRA)(NKE)	Retirement & Pension	Self	$1,001 - $15,000	None
Novartis Stock (IRA)(NVS)	Retirement & Pension	Self	$1,001 - $15,000	None
Procter & Gamble Stock (IRA)(PG)	Retirement & Pension	Self	N/A	None
Public Service Enterprise Stock (IRA)(PEG)	Retirement & Pension	Self	$1,001 - $15,000	None
Sysco Stock (IRA)(SYY)	Retirement & Pension	Self	$1,001 - $15,000	None
Charles Schwab Stock (IRA)(SCHW)	Stocks	Self	N/A	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
3M Stock (IRA)(MMM)	Stocks	Self	$1,001 - $15,000	None
iShares MSCI EAFE Index Exchange Traded Fund (IRA)	ETFs	Self	$1,001 - $15,000	None
iShares Core S&P Small Cap Exchange Traded Fund (IRA)	ETFs	Self	$1,001 - $15,000	None
iShares Smallcap 600 Index Exchange Traded Fund (IRA)	ETFs	Self	$1,001 - $15,000	None
iShares Core S&P Total U.S. Stock Market Exchange Traded Fund (IRA)	ETFs	Self	$1,001 - $15,000	None
Vanguard Emerging Market Exchange Traded Fund	ETFs	Self	$1,001 - $15,000	None

Liabilities (4)

Creditor	Type	Amount	Rate	Term
PNC Bank	mortgage	$250,001 - $500,000	—	—
US Airways	credit card	$10,001 - $15,000	—	—
Wells Fargo Bank	mortgage	$250,001 - $500,000	—	—
Wells Fargo Bank	mortgage	$100,001 - $250,000	—	—

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).