Michele Bachmann Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed August 14, 2012. Includes 22 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

-$429K

2012 annual disclosure

Total Assets

$26K - $215K

22 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

Mutual Funds$121K (12)

Stocks$0 (8)

Gov. Securities$0 (1)

Bank & Cash$0 (1)

Top Stock Holdings (from trades)

US BankUSB

$33K

All Assets (22)

Asset	Type	Owner	Value	Income
Lockheed Martin Corp. Common Stock(LMT)	Stocks	Self	N/A	Dividends
Lockheed Martin Corp. Dividend Reinvestment Plan(LMT)	Stocks	Self	N/A	Dividends
Bank of America Corp. Common Stock(BAC)	Stocks	Self	N/A	Dividends
Southern Company Common Stock(SO)	Stocks	Self	N/A	Dividends
Raytheon Co. Common Stock(RTX)	Stocks	Self	N/A	Dividends
Exxon Mobil Corp. Common Stock(XOM)	Stocks	Self	N/A	Dividends
U.S. Savings Bonds US	Gov. Securities	Self	N/A	Interest
SunTrust Bank	Bank & Cash	Self	N/A	Interest
St. Joe Company(JOE)	Stocks	Self	N/A	Dividends
Sallie Mae(SLM)	Stocks	Self	N/A	Dividends
American Funds AMCAP Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
American Funds New Perspective Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
American Funds New World Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
American Funds Smallcap World Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
American Funds Fundamental Investors	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
American Funds EuroPacific Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
American Funds Capital World Growth and Income Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
American Funds American Balanced Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
American Funds Washington Mutual Investors Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
American Funds Bond Fund of America	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Fidelity Contrafund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Fidelity Adv California Municipal Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $201 - $1,000

Liabilities (2)

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

Trading Sector Allocation (from PTR trades)

Financial Services$33K

Michele Bachmann trades Wealthiest members Most active traders MN 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).