NAN A. S. HAYWORTH Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 22, 2012. Includes 104 assets.

Year:

2012 2011

Est. Net Worth

$855K

2012 annual disclosure

Total Assets

$410K - $1.3M

104 assets

Total Liabilities

0 liabilities

Total Trades

181

From PTR filings

Trade Volume

$9.4M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	$825K
2012	$855K

Assets by Category

LLC / Partnership$533K (5)

Stocks$275K (44)

Bank & Cash$24K (5)

ETFs$8K (10)

Other$8K (1)

Mutual Funds$8K (35)

Real Estate$0 (1)

Retirement & Pension$0 (2)

Gov. Securities$0 (1)

Top Stock Holdings (from trades)

All Assets (104)

Asset	Type	Owner	Value	Income
JPMorgan Chase & Co.(JPM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Johnson & Johnson(JNJ)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
AbbVie Inc.(ABBV)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Exxon Mobil Corp.(XOM)	Stocks	Self	$15,001 - $50,000	Dividends; Capital Gains $201 - $1,000
Bristol-Myers Squibb Co.(BMY)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Hologic, Inc.(HOLX)	Stocks	Self	$1,001 - $15,000	None
Bedford Barnett LLC White Plains, NY, US	LLC / Partnership	Self	$100,001 - $250,000	Rent $15,001 - $50,000
High Income Fund LLC White Plains, NY, US	LLC / Partnership	Self	$100,001 - $250,000	Rent $5,001 - $15,000
Mount Kisco Surgery Center, LLC Mount Kisco, NY, US	LLC / Partnership	Self	$50,001 - $100,000	Rent $5,001 - $15,000
Yorktown Surgery Center, LLC Yorktown Heights, NY, US	LLC / Partnership	Self	$50,001 - $100,000	Rent $5,001 - $15,000
Vanguard MSCI Emerging Markets ETF(VWO)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Charles Schwab Bank Deposit Program	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Apple Inc.(AAPL)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc.(CSCO)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Walt Disney Co.(DIS)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Dell Inc.(DELL)	Stocks	DC	$1,001 - $15,000	None
Intel Corp.(INTC)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
General Electric Co.(GE)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Hewlett Packard Co.(HPQ)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Merck & Co., Inc.(MRK)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley(MS)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
PayPal Inc.(PYPL)	Stocks	DC	$1,001 - $15,000	None
Pfizer Inc.(PFE)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Starbucks Corp.(SBUX)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Vanguard Asset Management	Other	DC	$1,001 - $15,000	None
Vanguard NY Municipal Money Market Fund	Mutual Funds	DC	$1,001 - $15,000	Interest $1 - $200
Colony Star Inc.	Stocks	Spouse	N/A	None
General Electric Co.(GE)	Stocks	Spouse	N/A	None
Hewlett Packard(HPQ)	Stocks	Spouse	N/A	None
Markel Corp.(MKL)	Stocks	Spouse	N/A	None
Myvest Inc.	Stocks	Spouse	N/A	None
North American Inc.	Stocks	Spouse	N/A	None
Intuit Corp.(INTU)	Stocks	Spouse	N/A	None
Paddock Inc.	Stocks	Spouse	N/A	None
Republic	Stocks	Spouse	N/A	None
Pfizer Inc.(PFE)	Stocks	Spouse	N/A	None
Starbucks(SBUX)	Stocks	Spouse	N/A	None
Vanguard MSCI Emerging Markets ETF	ETFs	Spouse	N/A	None
Vanguard MSCI EAFE ETF European Stock Index	ETFs	Spouse	N/A	None
Verizon Communications(VZ)	Stocks	Spouse	N/A	None
Cisco Systems(CSCO)	Stocks	Spouse	N/A	None
Cisco Wholesale Group	Stocks	Spouse	N/A	None
Johnson & Johnson(JNJ)	Stocks	Spouse	N/A	None
Korea Electric Power Corp SP ADR(KEP)	Stocks	Spouse	N/A	None
LyondellBasell Industries(LYB)	Stocks	Spouse	N/A	None
Medco Health Solutions	Stocks	Spouse	N/A	None
Microsoft(MSFT)	Stocks	Spouse	N/A	None
Omnicom Group(OMC)	Stocks	Self	$1,001 - $15,000	Capital Gains $2,501 - $5,000
Zeta Interactive LLC	LLC / Partnership	Self	$15,001 - $50,000	Other $15,001 - $50,000
Bank of America (cash account)	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Chase Bank account	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Adv 529 Ind Cap Mkt Index (F)	Mutual Funds	Self	N/A	Capital Gains
Growth Fund of America (F)	Mutual Funds	Self	N/A	Capital Gains
Google Cap Mkt (ETF)	ETFs	Self	N/A	Capital Gains
NFJ Small Cap Value (Allianz)	Mutual Funds	Self	N/A	Capital Gains
Adv 529 Ind Cap Mkt Index	Mutual Funds	Self	N/A	Capital Gains
Real Estate (QF)	Real Estate	Self	N/A	Rent
EuroPacific Growth (F)	Mutual Funds	Self	N/A	Capital Gains
SM Small Cap Equity (F)	Mutual Funds	Self	N/A	Capital Gains
Sel Focused Value (Harris)	Mutual Funds	Self	N/A	Capital Gains
Sel Overseas (Amer)	Mutual Funds	Self	N/A	Capital Gains
Sel Div Income (T Rowe)	Mutual Funds	Self	N/A	Dividends
Sel Mid Cap Growth (T Rowe)	Mutual Funds	Self	N/A	Capital Gains
Fidelity Small Cap Discovery Fund	Mutual Funds	Spouse	N/A	Capital Gains
Fidelity Puritan	Mutual Funds	Spouse	N/A	Dividends
Fidelity Balanced	Mutual Funds	Spouse	N/A	Dividends
Fidelity Cash Reserves	Bank & Cash	Spouse	N/A	Interest
Fidelity Cash Reserves	Mutual Funds	Joint	N/A	None
Fidelity Balanced	Mutual Funds	Joint	N/A	None
Fidelity Growth	Mutual Funds	Joint	N/A	None
Fidelity Small Cap Discovery Fund	Mutual Funds	Joint	N/A	None
CMS Energy Inc(CMS)	Stocks	Spouse	N/A	None
SEI Daily Asset All Tax-Free Money Market	Mutual Funds	Spouse	N/A	Tax-Deferred
AT&T Inc(T)	Stocks	Spouse	N/A	Dividends
Chevron(CVX)	Stocks	Spouse	N/A	Dividends
Delphi Corp(DLPH)	Stocks	Spouse	N/A	None
New York Mercantile Exchange Index Fund	Mutual Funds	Spouse	N/A	None
Occidental Petroleum(OXY)	Stocks	Spouse	N/A	Dividends
Proctor & Gamble(PG)	Stocks	Spouse	N/A	Dividends
T Rowe Price International Stock	Mutual Funds	Spouse	N/A	None
Fidelity NY Municipal Money Market	Mutual Funds	Spouse	N/A	Tax-Deferred
SPDR DJIA Trust(DIA)	ETFs	Spouse	N/A	None
iShares TR S&P Midcap 400 Value Index Fund	ETFs	DC	N/A	None
iShares S&P Smallcap 600 Value Index Fund	ETFs	DC	N/A	None
iShares TR S&P Smallcap 600 Index Fund	ETFs	DC	N/A	None
iShares TR Russell 2000 Value Index Fund	ETFs	DC	N/A	None
iShares TR Russell 2000 Growth Index Fund	ETFs	DC	N/A	None
DWS Institutional 2000 Value Index Fund	Mutual Funds	DC	N/A	Dividends
Fidelity Worldwide Consumer Industries	Mutual Funds	DC	N/A	Dividends
T. Rowe Price International Equity Index	Mutual Funds	DC	N/A	Dividends
Commonwealth CT	Mutual Funds	DC	N/A	Dividends
State Street Aggregate Bond Index	Mutual Funds	DC	N/A	Interest
Lutheran Brothers Large Cap	Mutual Funds	DC	N/A	Dividends
New York 529 College Savings Program New York, NY, US	Retirement & Pension	DC	N/A	Tax-Deferred
Growth Stock Index	Mutual Funds	Self	N/A	Dividends
Value Stock Index	Mutual Funds	Self	N/A	Dividends
Small Cap Stock Index	Mutual Funds	Self	N/A	Dividends
U.S. Government Securities United States	Gov. Securities	Self	N/A	Interest
Savings Account	Bank & Cash	Self	N/A	Interest
Charles Schwab IRA	Retirement & Pension	Self	N/A	Tax-Deferred
Fidelity Contrafund K	Mutual Funds	Self	N/A	Dividends
Fidelity Dividend Growth K	Mutual Funds	Self	N/A	Dividends
Fidelity Institutional Emerging Markets K	Mutual Funds	Self	N/A	Dividends
Eaton Vance Large Cap Value I	Mutual Funds	Self	N/A	Dividends

Trading Sector Allocation (from PTR trades)

Technology$41K

Healthcare$56K

Financial Services$137K

Industrials$64K

Communication Services$24K

Energy$83K

Consumer Defensive$8K

Utilities$8K

Consumer Cyclical$33K

NAN A. S. HAYWORTH trades Wealthiest members Most active traders NY 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).