Steve Cohen Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 149 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$5.6M

2013 annual disclosure

Total Assets

$3.3M - $8M

149 assets

Total Liabilities

0 liabilities

Total Trades

198

From PTR filings

Trade Volume

$12.8M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$3.1M
2009	$2.3M
2010	$2.6M
2011	$2.9M
2012	$3.7M
2013	$5.6M

Assets by Category

Stocks$2.2M (61)

Gov. Securities$2M (56)

Retirement & Pension$852K (17)

Other$431K (7)

Mutual Funds$65K (5)

Bank & Cash$24K (3)

Top Stock Holdings (from trades)

All Assets (149)

Asset	Type	Owner	Value	Income
ALCATEL LUCENT (ADVANTAGE)(ALU)	Stocks	Self	N/A	Capital Gains $1 - $200
ALTRIA GROUP INC (ADVANTAGE ACCOUNT)(MO)	Stocks	Self	$1,001 - $15,000	None
RESOURCES INC (ADVANTAGE ACCOUNT)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
AMR CORP (SEP IRA)(AMR)	Stocks	Self	$1 - $1,000	None
AT&T INC (ADVANTAGE ACCOUNT)(T)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
AT&T INC (SEP IRA)(T)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
AT&T Inc.(T)	Stocks	Self	N/A	None
Barrick Gold Corp (Advantage Account)(GOLD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Berkshire Hathaway (Advantage Account)(BRK.B)	Stocks	Self	$15,001 - $50,000	None
Berkshire Hathaway Inc. Class B(BRK.B)	Stocks	Self	$5,001 - $15,000	None
Berkshire Hathaway Inc. (IRA)(BRK.B)	Stocks	Self	$15,001 - $50,000	None
Boeing Co (Advantage Account)(BA)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Boeing Company (Roth IRA)(BA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bradley Co TN Industrial Development Board Industrial Revenue Refunding Bond Tennessee, US	Gov. Securities	Self	N/A	Interest $201 - $1,000
Calvert Income Fund (401K)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Calvert Income Fund (457)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Carnival Corp Class A(CCL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chattanooga-Hamilton County TN Hospital Authority (GTB) (Advantage Account) Tennessee, US	Gov. Securities	Self	$15,001 - $50,000	None
Chattanooga Tenn Elec Rev & Gas (Advantage Account)	Gov. Securities	Self	$1,001 - $15,000	None
Chattanooga Tenn Elec Rev (Advantage Account)	Gov. Securities	Self	$50,001 - $100,000	None
Chatt-Hamilton Cnty Hosp Auth Rev (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Muthos Rev Erlanger Med Ctr (Advantage Account)	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Chevron Corp (SEP IRA)(CVX)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Coca-Cola Company (The) (SEP IRA)(KO)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Cohen & Steers Quality Income Realty Fund Inc (SEP IRA)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Cohen and Steers Total Return Realty Fund Inc (Advantage Account)	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
ConocoPhillips (Advantage Account)(COP)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Coventry Health Care Inc (Advantage Account)(CVH)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Diageo PLC (Advantage Account)(DEO)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
DDR Corp (formerly Developers Diversified Realty Corp) (Advantage Account)(DDR)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
DIRECTV CL A (ADVANTAGE ACCOUNT)(DTV)	Stocks	Self	$1,001 - $15,000	None
Dominion Resources Inc Common (ADVANTAGE ACCOUNT)(D)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Duke Energy Corp (SEP IRA)(DUK)	Retirement & Pension	Self	$15,001 - $50,000	Dividends $201 - $1,000
Eli Lilly & Co (ROTH IRA)(LLY)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
Eli Lilly & Company (SEP IRA)(LLY)	Retirement & Pension	Self	$15,001 - $50,000	Dividends $201 - $1,000
Emergent Biosolutions Inc(EBS)	Stocks	Self	$15,001 - $50,000	None
Exxon Mobil Corp (SEP IRA)(XOM)	Retirement & Pension	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Federated Auto Gov Money Trust (ADVANCED ACCOUNT) Money Market	Mutual Funds	Self	$1,001 - $15,000	None
Federated Auto Gov Money Trust (SEP IRA) Money Market Fund	Retirement & Pension	Self	$15,001 - $50,000	None
FedEx Corp (ADVANTAGE ACCOUNT)(FDX)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Fidelity Contrafund (401K)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
Fidelity Contrafund (457)	Retirement & Pension	Self	$100,001 - $250,000	Tax-Deferred
Fidelity OTC Portfolio (401K)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
Fidelity Puritan Fund (401K)	Retirement & Pension	Self	$100,001 - $250,000	Tax-Deferred
Fidelity Retirement Gov Money Market Fund (401K)	Retirement & Pension	Self	N/A	Tax-Deferred
Fidelity Retirement Gov Money Market Fund (457)	Retirement & Pension	Self	N/A	Tax-Deferred
Corp Bond National (SER IRA)	Retirement & Pension	Self	$50,001 - $100,000	Dividends $201 - $1,000
First Horizon National Corp (Advantage Account)(FHN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
General Electric Co (Advantage Account)(GE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
General Electric Co (Advantage Account)(GE)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
GlaxoSmithKline PLC SP ADR (Advantage Account)(GSK)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Gold Bullion	Other	Self	$50,001 - $100,000	None
Greene County Tenn Ref & Imp Sch Ser C Gen Oblig (Advantage Account) Greene County, TN, US	Other	Self	$100,001 - $250,000	Interest $201 - $1,000
Greenville Tenn Ref & Imp Sch Dist GO Ali Min Tax OID (HV7) (Advantage Account) Greenville, TN, US	Other	Self	$50,001 - $100,000	Interest $201 - $1,000
HSBC Holdings PLC ADR(HSBC)	Stocks	Self	$1,001 - $15,000	Interest $201 - $1,000
Hallsdale Powell Utility District Knox County TN Water & Sewer Revenue (Advantage Account) Knox County, TN, US	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
O'Brien Trn Gen (Advantage Account)	Other	Self	$1,001 - $15,000	Interest $1 - $200
Regions Bank (Advantage Account)	Bank & Cash	Self	$1,001 - $15,000	None
Harpeth Valley Utility District Public Facilities Board Counties Revenue (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	None
HCP Inc. (SEP IRA)(HCP)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Hendersonville TN Water & Sewer Revenue (GN3) (Advantage Account) Hendersonville, TN, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Host Hotels & Resorts Inc. (SEP IRA)(HST)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Huntington Bancshares Inc. (Advantage Account)(HBAN)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Hudson City Bancorp Inc. (SEP IRA)(HCBK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Industries Inc. (Advantage Account)	Stocks	Self	$15,001 - $50,000	None
ING Advantage Account IRA	Bank & Cash	Self	$1,001 - $15,000	None
International Business Machines Corp. (SEP IRA)(IBM)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
QUALCOMM Inc.(QCOM)	Stocks	Self	$1,001 - $15,000	None
Regions Financial Corp. (SEP IRA)(RF)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Intl Business Machines Corp (Advantage Account)(IBM)	Stocks	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
Jefferson City MO Sch Dist GO City SPU Municipal Bond	Gov. Securities	Self	$500,000 - $500,000	Other: Bond Maturity
Johnson City Tenn HTH & EDL FACS Brd Hosp Rev Ref RB 10/01/10 (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	None
JPMorgan Chase & Co (Advantage Account)(JPM)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Serago Utl OID MTN MTD Imp-Tx (Advantage Account)	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Marriott International CL A (Advantage Account)(MAR)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Wells Fargo & Co (Advantage Account)(WFC)	Stocks	Self	N/A	None
Worldwide Corp (Advantage Account)	Other	Self	$15,001 - $50,000	Interest $201 - $1,000
Pub Imp Gty Tenn LG & Revenue Bond (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Memphis Tenn Elec Sys Rev Ref 3.875% 11/01/39 (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Memphis Tenn Elec Sys Rev Sub Ser A 01D (LDY7) (USB) (Advantage Account)	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Memphis TN Gen Impvt GO Bond (USB) (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Arpt Auth-Shelby Co Tenn Arpt Spl Facs Rev (USB) (Advantage Account)	Gov. Securities	Self	N/A	Interest $201 - $1,000
Arpt Auth-Spl Facs Rev Refunding (AC3) (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Merck & Co., Inc. (Advantage Account)(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Met Govt Nashville & Davidson Cnty Tenn Wtr/Swr Ser A (TU4) (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	None
Met Govt Nashville & Davidson Cnty Tenn Rev Cap Apprec (TF7) (Advantage Account)	Gov. Securities	Self	$1,001 - $15,000	None
MET GOVT NASHVILLE & FACS BRD REV HOSP & BE CHARITY (JENI MUNI BOND) (ADVANTAGE ACCOUNT)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Microsoft Corp (SEP IRA)(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Murfreesboro Tenn Ref Elec & Water (Advantage Account) Murfreesboro, TN, US	Gov. Securities	Self	$15,001 - $50,000	None
Nationwide Bank NA (457)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
Nationwide Bank NA	Bank & Cash	Self	$1,001 - $15,000	Tax-Deferred
NexPoint Residential Trust Inc Class A (Advantage Account)(NXRT)	Stocks	Self	N/A	Dividends $1 - $200
NexPoint (Advantage Account)	Other	Self	$15,001 - $50,000	Dividends/Interest $1,001 - $2,500
Northrop Grumman Corp (Advantage Account)(NOC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
PepsiCo Incorporated (Advantage Account)(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Pfizer Incorporated (Advantage Account)(PFE)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
State of Tennessee Pub Impt Go Ltg & Trans (Advantage Account) Tennessee, US	Gov. Securities	Self	$15,001 - $50,000	Interest $1 - $200
Raytheon Company (Advantage Account)(RTX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raytheon Company (SEP IRA)(RTX)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Regions Financial Corp (SEP IRA)(RF)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Roane County, Tennessee School & Public Improvement General Obligation Bonds Roane County, TN, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Roane County, Tennessee School & Public Improvement General Obligation Bonds (2013) Roane County, TN, US	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Rutherford County, Tennessee GO Unlimited Tax Bonds Rutherford County, TN, US	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
UTI GO-Ref/SCH ID Unlimited Tax Bonds	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Savannah Valley, TN Utility District Revenue & Tax Bonds Savannah Valley, TN, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Schlumberger Ltd (SEP IRA)(SLB)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Shelby County, Tennessee Health, Educational & Housing Facility Revenue Bonds (St. Jude) Shelby County, TN, US	Gov. Securities	Self	$1,001 - $15,000	None
Shelby County TN Health EDL & HSG Fac Brd Rev 2004A (A90)	Gov. Securities	Self	$15,001 - $50,000	None
Shelby County TN HLTH EDL & HSG Fac Brd Rev St Joseph Hospital Research (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Shelby County TN Ref-CABS (Advantage Account) Municipal Bond	Gov. Securities	Self	$15,001 - $50,000	Interest
Shelby County HLTH EDL & HSG FACS Brd Rev RFDG (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Shelby Co TN Health EDL & HSG FACS Brd Rev Methodist Le Bonheur (Advantage Account)	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Sony Corp Sponsored ADR (SEP IRA)(SONY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Spectra Energy Corp (SEP IRA)(SE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Superior City TN Health EDL & HSG FACS Brd Rev (D/B Advantage Account)	Gov. Securities	Self	$1,001 - $15,000	None
Talbots Inc (Roth IRA)(TLB)	Stocks	Self	N/A	None
Talbots Inc. (SEP IRA)(TLB)	Retirement & Pension	Self	N/A	None
TFIN HSG DEV AGY FIN SER A DET ERP Q 1/1/09 (Municipal Bond) (Advantage Account)	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Tennessee Energy Acq Corp (BPD) Rev Ser A Municipal Bond (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Tennessee Housing Dev Bd Ser 2009 A-1 (M38)	Gov. Securities	Self	$15,001 - $50,000	None
Tennessee Housing Dev A-1 (M42)	Gov. Securities	Self	$15,001 - $50,000	None
Tennessee Hsg Dev Agy (A27) (Homeownership Pg Account)	Gov. Securities	Self	$1,001 - $15,000	None
Tennessee Hsg Dev Agy Homeownership Prog 1 (PT3) Municipal Bond (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Tennessee Hsg Dev Agy Hsg Fin Prog Ser A-1 XRD (Advantage Account)	Gov. Securities	Self	N/A	Interest $1 - $200
Tennessee HSG Dev Agcy Residential Hsg Mtg Fin Prog Rev (Advantage Account) TN, US	Gov. Securities	Self	$15,001 - $50,000	None
XBRN RV RDM PROV (MIX7) (Advantage Account)	Gov. Securities	Self	$50,000 - $50,000	None
Tennessee HSG Dev Agcy (Advantage Account) TN, US	Gov. Securities	Self	$1,001 - $15,000	None
HSG Fin Prog-Ser A-1 XRD (Advantage Account)	Gov. Securities	Self	$15,000 - $15,000	Interest $201 - $1,000
Tennessee HSG Dev Agcy (Advantage Account) TN, US	Gov. Securities	Self	N/A	Interest $201 - $1,000
HSG Fin Prog-Ser A-1 XRD (Advantage Account)	Gov. Securities	Self	$1,001 - $15,000	None
Senser HSG Dev Agcy HSG Revenue Bd XRD (AZ) Municipal Bond (Advantage Account) AZ, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Tennessee St HSG Dev Agency Homeownership (DBB) (Advantage Account) TN, US	Gov. Securities	Self	$50,001 - $100,000	None
Tim Hortons Inc (SEP IRA)(THI)	Retirement & Pension	Self	$15,001 - $50,000	Dividends $201 - $1,000
Time Warner Cable Inc (SEP IRA)(TWC)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Time Warner Inc (SEP IRA)(TWX)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
AOL Inc (Advantage Account)(AOL)	Stocks	Self	N/A	None
TN HSG Dev Agcy AMT Homeownership Pg AMT GO of Agcy P371 Municipal Bond (Advantage Account) TN, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
TN HSG DEV AGY AMT HOMEOwnership PG ERB GO BOND	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
TN HSG DEV AGY AMT (500) HOMEOwnership PG	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
TN HSG DEV AGY OPT/MAND ERB GO AGY (QL9) (ADVANTAGE)	Gov. Securities	Self	$15,001 - $50,000	None
TN HSG DV AGY SER 18 MULTIFAMILY PROG	Gov. Securities	Self	$15,001 - $50,000	None
Transocean Ltd (SEP IRA)(RIG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Tulsa, Oklahoma Municipal Bond Tulsa, Oklahoma, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Broadcom Inc(AVGO)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Qualcomm Inc(QCOM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
United States Steel Corp (ADVANTAGE)(X)	Other	Self	$15,001 - $50,000	Dividends $201 - $1,000
Walt Disney Co (SEP IRA)(DIS)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Western Union Company (Advantage Account) IRA(WU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Weyerhaeuser Co (SEP IRA)(WY)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000

Trading Sector Allocation (from PTR trades)

Healthcare$205K

Industrials$178K

Communication Services$97K

Consumer Cyclical$89K

Financial Services$943K

Basic Materials$16K

Real Estate$235K

Transportation & Utilities$8K

Utilities$8K

Energy$80K

Technology$130K

Manufacturing$32K

Consumer Defensive$8K

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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).