Mick Mulvaney Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed June 8, 2012. Includes 89 assets and 4 liabilities.

Year:

2013 2012 2011

Est. Net Worth

$3.5M

2012 annual disclosure

Total Assets

$2.9M - $6.7M

89 assets

Total Liabilities

$850K - $1.8M

4 liabilities

Total Trades

From PTR filings

Trade Volume

$3.8M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	$4.8M
2012	$3.5M
2013	$4.3M

Assets by Category

LLC / Partnership$1.8M (11)

Bank & Cash$642K (6)

Other$623K (6)

ETFs$512K (11)

Stocks$401K (33)

Real Estate$375K (2)

Mutual Funds$253K (11)

Insurance$175K (1)

Retirement & Pension$49K (8)

Top Stock Holdings (from trades)

All Assets (89)

Asset	Type	Owner	Value	Income
1513 OPW, LLC	LLC / Partnership	Spouse	$15,001 - $50,000	Other
1st Trust Nat Gas Index Fund - IRA	Retirement & Pension	Joint	$1,001 - $15,000	Dividends $1 - $200
Sun Trust National Gas Index Fund	Mutual Funds	Joint	$50,001 - $100,000	Dividends/Capital Gains $1 - $200
52074 Longspur Lane Indian Land, SC, US	Real Estate	Self	$250,001 - $500,000	None
Agnico Eagle Mines - Stock(AEM)	Stocks	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Agnico Mines Stock - IRA(AEM)	Retirement & Pension	Joint	$1 - $1,000	Dividends $1 - $200
Altura Investments, LLC (25% investment account)	LLC / Partnership	Self	N/A	Capital Gains $50,001 - $100,000
25% Ownership Real Estate (wound up) Fort Mill, SC, US	Real Estate	Self	N/A	Capital Gains $50,001 - $100,000
Barrick Gold Stock - IRA(GOLD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Biogen Stock - IRA(BIIB)	Stocks	Self	N/A	Capital Gains $15,001 - $50,000
Button River LLC FL, US	LLC / Partnership	Self	$500,001 - $1,000,000	Other (Partnership)
Capital World Growth Fund - IRA	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Central Fund of Canada(CEF)	ETFs	Joint	$15,001 - $50,000	Dividends/Capital Gains $1 - $200
Central Fund of Canada - IRA(CEF)	ETFs	Joint	$15,001 - $50,000	Dividends $1 - $200
CIT Group - Bonds	Other	Joint	$15,001 - $50,000	Interest $1,001 - $2,500
CIT Group - Stock(CIT)	Stocks	Joint	N/A	Capital Gains $5,001 - $15,000
Coeur D'Alene Mines - Stock(CDE)	Stocks	Joint	$1,001 - $15,000	None
Commodity Tr. Ag. Fund - IRA	Mutual Funds	Joint	$15,001 - $50,000	None
Con Edison - Stock(ED)	Stocks	Joint	N/A	Capital Gains $15,001 - $50,000
Duke Energy - Stock - IRA(DUK)	Stocks	Joint	N/A	Capital Gains $15,001 - $50,000
Eldorado Gold Stock - IRA(EGO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Founders FCU - Money Market	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Global X Uranium ETF(URA)	ETFs	Joint	$15,001 - $50,000	None
Global X Uranium ETF - IRA(URA)	ETFs	Joint	$1,001 - $15,000	None
Gold Corp - Stock(GG)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Gold Corp Stock - IRA(GG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Gold Mines Fund - IRA	Mutual Funds	Self	$15,001 - $50,000	None
Growth Fund America - Trust	Mutual Funds	DC	$1,001 - $15,000	Dividends $201 - $1,000
Hamilton Road #2, LLC Charlotte, NC, US	LLC / Partnership	Self	N/A	Capital Gains $50,001 - $100,000
ING Small Cap Fund - Trust	Mutual Funds	DC	$15,001 - $50,000	Dividends $201 - $1,000
iShares DJ Med Devices Index Fund(IHI)	ETFs	Joint	$50,001 - $100,000	Dividends/Cap Gains $1 - $200
iShares DJ Pharma Index Fund(IHE)	ETFs	Joint	$15,001 - $50,000	Dividends/Cap Gains $201 - $1,000
iShares DJ Utilities Index Fund(IDU)	ETFs	Joint	$50,001 - $100,000	Dividends/Cap Gains $1,001 - $2,500
John Hancock - bonds	Other	Joint	$50,001 - $100,000	Interest $2,501 - $5,000
John Hancock Freedom 529 (portfolio 2017-2020)	Other	DC	$250,001 - $500,000	Dividends/Interest/Capital Gains $15,001 - $50,000
Johnson & Johnson - Stock(JNJ)	Stocks	Joint	N/A	Capital Gains $15,001 - $50,000
Kinross Gold Corp - Stock(KGC)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Kinross Gold Stock - IRA(KGC)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Medtronic - Stock(MDT)	Stocks	Joint	N/A	Capital Gains $5,001 - $15,000
Mkt Vectors Gold Mines ETF - IRA	ETFs	Joint	$100,001 - $250,000	None
Mkt Vectors Rare Earth ETF	ETFs	Joint	$15,001 - $50,000	None
Mkt Vectors Rare Earth ETF - IRA	ETFs	Joint	$1,001 - $15,000	None
Mountainview-Woodside, LLC (25% ownership) Gaston County, NC, US	LLC / Partnership	Joint	$1,001 - $15,000	Other (Partnership)
Stonewall Properties / Collins Road LLC (25% ownership) Lincolnton, NC, US	LLC / Partnership	Joint	$1,001 - $15,000	Other (Partnership)
Mulvaney Properties Old Hickory Manor, LLC 316 N Main St, Van Wyck, SC, US	LLC / Partnership	Self	$100,001 - $250,000	None
Mulvaney Properties / Tyvola LLC 5600 Carnegie Blvd, Charlotte, NC, US	LLC / Partnership	Self	$15,001 - $50,000	Rent $1,001 - $2,500
Newmont Mining(NEM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Newmont Mining Stock - IRA(NEM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
North American Palladium(PAL)	Stocks	Self	$1,001 - $15,000	None
Northwest Mutual Life Insurance	Insurance	Self	$100,001 - $250,000	None
Pan American Silver(PAAS)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Pan American Silver Stock - IRA(PAAS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Petroleum Resources Corp - IRA(PEO)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Piedmont Natural Gas(PNY)	Stocks	Self	N/A	Capital Gains $15,001 - $50,000
Pilot Gold Stock - IRA(PLG)	Stocks	Self	$1 - $1,000	None
Pinetree Capital Stock - IRA	Stocks	Self	$1,001 - $15,000	None
Polymet Mining Stock - IRA(PLM)	Stocks	Spouse	$1,001 - $15,000	None
Polymet Mining Stock - IRA(PLM)	Stocks	Spouse	$1,001 - $15,000	None
Precious Metals	Other	Spouse	$50,001 - $100,000	None
Putnam International Growth Fund - IRA	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Putnam Vista Fund/Covered	Mutual Funds	DC	$1,001 - $15,000	Dividends/Interest/Capital Gains $201 - $1,000
Putnam Voyager Fund - IRA	Mutual Funds	Self	$1,001 - $15,000	None
Rare Element Resources Stock - IRA(REEMF)	Stocks	Self	$1,001 - $15,000	None
RBC - Money Market - IRA	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $2,500
RBC - Money Market - IRA	Bank & Cash	Joint	$250,001 - $500,000	Interest $5,001 - $15,000
RBC Money Market - IRA	Bank & Cash	Spouse	$1 - $1,000	Interest $1 - $200
Salaria's Inc.	Stocks	Self	N/A	Capital Gains $50,001 - $100,000
SC General Assembly Retirement	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
SCB&T CDs	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
SCB&T Checking Account	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Silver Corp Metals - Stocks	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Silver Wheaton Corp - Stock(SLW)	Stocks	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Silver Wheaton Stock - IRA(SLW)	Retirement & Pension	Joint	$1,001 - $15,000	Dividends $1 - $200
SPDR Trust Technology Fund(XLK)	ETFs	Joint	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Spectra Energy - Stock(SE)	Stocks	Joint	N/A	Capital Gains $15,001 - $50,000
Spectra Energy Stock - IRA(SE)	Retirement & Pension	Joint	N/A	Capital Gains $15,001 - $50,000
The Mulvaney Capital Real Estate Holding Company Indian Land, SC, US	LLC / Partnership	Self	N/A	None
The Mulvaney Group, Ltd. Lancaster, SC, US	LLC / Partnership	Self	$250,001 - $500,000	Other (partnership)
Trustdynamic Oil Fund - IRA	Retirement & Pension	Joint	$1,001 - $15,000	Dividends $1 - $200
Trustdynamic Oil Fund - Stock	Other	Joint	$15,001 - $50,000	Dividends $1 - $200
Van Eck Global Fund - IRA	Retirement & Pension	Spouse	$1,001 - $15,000	None
Van Eck Global Fund - Trust	Mutual Funds	DC	$15,001 - $50,000	Dividends $201 - $1,000
Van Eck International Gold Fund - IRA	Retirement & Pension	Spouse	$1,001 - $15,000	None
Water Resources Fund - IRA	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Wren Carinas Note	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Wren Development, LLC Investment Property Lancaster, SC, US	LLC / Partnership	Self	$250,001 - $500,000	Rent/Interest
Wynn Resorts Stock - IRA(WYNN)	Stocks	Self	N/A	Capital Gains $15,001 - $50,000
Xcel Energy - Stock(XEL)	Stocks	Self	N/A	Capital Gains $15,001 - $50,000
Yamana Gold Stock - IRA(AUY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200

Liabilities (4)

Creditor	Type	Amount	Rate	Term
SCB&T Fort Mill, SC	mortgage	$250,001 - $500,000	—	—
SCB&T Fort Mill, SC	mortgage	$250,001 - $500,000	—	—
SCB&T Fort Mill, SC	other	$100,001 - $250,000	—	—
Wells Fargo	mortgage	$250,001 - $500,000	—	—

Trading Sector Allocation (from PTR trades)

Utilities$130K

Technology$65K

Consumer Cyclical$33K

Energy$97K

Basic Materials$275K

Financial Services$81K

Industrials$48K

Healthcare$81K

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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).