Michele Bachmann Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed June 26, 2009. Includes 13 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$215K

2009 annual disclosure

Total Assets

$458K - $1.1M

13 assets

Total Liabilities

$350K - $750K

2 liabilities

Total Trades

From PTR filings

Trade Volume

$650K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$3.6M
2009	$215K
2010	$1.6M
2011	$960K
2012	-$429K
2013	$974K

Assets by Category

Real Estate$550K (2)

Bank & Cash$84K (3)

LLC / Partnership$75K (1)

Mutual Funds$48K (6)

Gov. Securities$8K (1)

Top Stock Holdings (from trades)

US BankUSB

$33K

All Assets (13)

Asset	Type	Owner	Value	Income
Bachmann Associates Brokerage Lake Elmo, MN, US	Bank & Cash	Self	$50,001 - $100,000	None
Bachmann Clinic Properties Lake Elmo, MN, US	Real Estate	Self	$100,001 - $250,000	Rent $15,001 - $50,000
Real Property Lake Elmo, MN, US	Real Estate	Self	$250,001 - $500,000	Rent $50,001 - $100,000
Bachmann Farm LP Independence, WI, US	LLC / Partnership	Self	$50,001 - $100,000	Farm Income $1,001 - $2,500
EuroPacific Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Dodge & Cox International Stock Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Neuberger Berman Small Cap Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Funds The Growth Fund of America	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Capital World Growth & Income Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Balanced Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
US Savings Bonds	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
TCF Bank Sterling, MN, US	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Wells Fargo Bank Stillwater, MN, US	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200

Liabilities (2)

Creditor	Type	Amount	Rate	Term
United Bank of Wisconsin	mortgage	$100,001 - $250,000	—	—
United Bank of Wisconsin	business loan	$250,001 - $500,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$33K

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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).