Steve Cohen Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 110 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$3.7M

2012 annual disclosure

Total Assets

$2M - $5.5M

110 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$1.7M (53)

Retirement & Pension$703K (17)

Mutual Funds$598K (9)

Gov. Securities$552K (26)

Other$158K (3)

Bank & Cash$0 (2)

Top Stock Holdings (from trades)

All Assets (110)

Asset	Type	Owner	Value	Income
Alpha Natural Resources Inc. (Advantage Account)(ANR)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Aigen Inc. (Advantage Account)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Air Corp (SEP IRA)	Retirement & Pension	Self	N/A	None
AT&T Inc. (Advantage Account)(T)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
AT&T Inc. (SEP IRA)(T)	Retirement & Pension	Self	$50,001 - $100,000	Dividends $201 - $1,000
AT&T Inc. CPN (Advantage Account)	Other	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Barrick Gold Corp CAD (Advantage Account)(GOLD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Berkshire Hathaway Inc Del Cl B New (Advantage Account)(BRK.B)	Stocks	Self	$50,001 - $100,000	None
Berkshire Hathaway Inc Cl (SEP IRA)(BRK.B)	Stocks	Self	$15,001 - $50,000	None
Berkshire Hathaway Inc Cl (Advantage Account)(BRK.B)	Stocks	Self	$50,001 - $100,000	None
Boeing Co (Advantage Account)(BA)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Boring Company (Roth IRA)	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Bradley Co TN Indl Dev Bd (Advantage Account)	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Calvert Income Fund (401K)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Calvert Income Fund (457)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Carnival Corp Class A(CCL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chattanooga-Hamilton Cnty Hosp Auth (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Chevron Corp (SEP IRA)(CVX)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Citibank NA South Dakota Bank Deposit Program	Bank & Cash	Self	N/A	None
Citibank NA South Dakota Bank Deposit Program (SEP IRA)	Bank & Cash	Self	N/A	None
Coca-Cola Company (SEP IRA)(KO)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Cohen & Steers Quality Income Realty Fund Inc(RQI)	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Cohen & Steers Total Return Realty Fund Inc (SEP IRA)(RFI)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Comcast Corp Cl A (Advantage Account)(CMCSA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corp (Advantage Account)(XOM)	Stocks	Self	$50,001 - $100,000	None
Daimler AG (Advantage Account)(DDAIF)	Stocks	Self	$15,001 - $50,000	None
Developers Diversified Realty Corp (Advantage Account)(SITC)	Stocks	Self	$5,001 - $15,000	Dividends $1 - $200
DIRECTV Cl A (Advantage Account)(DTV)	Stocks	Self	$1,001 - $15,000	None
Duke Energy Corp (SEP IRA)(DUK)	Retirement & Pension	Self	$1 - $1,000	Dividends $1 - $200
Eli Lilly & Co (Roth IRA)(LLY)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
Eli Lilly & Co(LLY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Eli Lilly & Company (SEP IRA)(LLY)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
Emergent BioSolutions Inc (SEP IRA)(EBS)	Retirement & Pension	Self	$15,001 - $50,000	None
Exxon Mobil Corp (SEP IRA)(XOM)	Retirement & Pension	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Federated Auto Govt Money Trust (Advanced Treasury Market Fund)	Mutual Funds	Self	$250,001 - $500,000	None
Money Market Fund (SEP IRA)	Retirement & Pension	Self	$15,001 - $50,000	None
Federated Adv Govt Money Market (Advantage Account)	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
Fidelity Contrafund (401k)	Retirement & Pension	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Fidelity Contrafund (457)	Retirement & Pension	Self	$100,001 - $250,000	Dividends/Capital Gains $201 - $1,000
Fidelity Magellan Fund (457)	Retirement & Pension	Self	N/A	None
Fidelity OTC Portfolio (401k)	Retirement & Pension	Self	$15,001 - $50,000	None
Fidelity Puritan Fund (401k)	Retirement & Pension	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Fidelity Retirement Gov Money Market Fund (401K)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Fidelity Retirement Gov Money Market Fund (457)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
First Horizon National Corp(FHN)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
First Horizon National Corp (Advantage Account)(FHN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ford Motor Co (Advantage Account)(F)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
General Electric Co (Advantage Account)(GE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
General Electric Co(GE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
GlaxoSmithKline PLC SP ADR (Advantage Account)(GSK)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Gold Bullion	Other	Self	$50,001 - $100,000	None
HCP Inc (SEP IRA)(HCP)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Host Hotels & Resorts Inc (SEP IRA)(HST)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Hudson City Bancorp Inc (Advantage Account)(HCBK)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Hudson City Bancorp Inc (SEP IRA)(HCBK)	Stocks	Self	$1,001 - $15,000	None
Huntington Ingalls Industries Inc. (Advantage Account)(HII)	Stocks	Self	$1,001 - $15,000	None
Ingram Micro Inc. (SEP IRA)(IM)	Stocks	Self	$1,001 - $15,000	None
International Business Machines Incorporated (SEP IRA)(IBM)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
International Business Machines Corp. (Advantage Account)(IBM)	Stocks	Self	$200,001 - $500,000	Dividends $1,001 - $2,500
Jefferson City, TN GO Unlimited Public Assured Revenue Bond (Advantage Account) Jefferson City, TN, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Knoxville, TN General Improvement GO Unlimited Public Bond (Advantage Account) Knoxville, TN, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Magellan Midstream Partners LP Intl Class A (Advantage Account)(MMP)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Marriott Vacations Worldwide Corp (Advantage Account)(VAC)	Stocks	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Massey Energy Company(MEE)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
Memphis, TN General Improvement GO Unlimited Municipal Bond (Advantage Account) Memphis, TN, US	Gov. Securities	Self	$15,001 - $50,000	Interest $1 - $200
Memphis-Shelby Co Tenn Arpt Auth SPL Facs Rev Refunding (AG3) Municipal Bond	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Metropolitan Govt Nashville & Davidson Cnty Tenn Serv A Natl-Re Pub Imp Rev (TU4)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Merck & Co Inc(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Met Govt Nashville & Davidson Cnty Tenn Rev Cap Apprec (TF7)	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Met Govt Nashville & Davidson Cnty Tenn Facs Brd Rev Hosp Bond	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
National Semiconductor Corp(NSM)	Stocks	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
News Corporation Inc Class A (Advantage Account)(NWSA)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Nordstrom Corp (Advantage Account)(JWN)	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 Corp (Advantage Account)(PFE)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Putnam City Tennessee Municipal Bond Fund Class A (Advantage Account)	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Raytheon Company (SEP IRA)(RTX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Regions Financial Corp (SEP IRA)(RF)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Robertson County TN School District Public Unltd Municipal Bond (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Rutherford County, TN Municipal Bond (Advantage Account)	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Schlumberger Ltd (SEP IRA)(SLB)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Shelby County TN Capital Appreciation & Refunding County (FX5) Municipal Bond (Advantage Account)	Gov. Securities	Self	N/A	Interest $201 - $1,000
Shelby County TN Health, Education & Housing Revenue St. Judes Childrens Research Hospital Municipal Bond (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
South Carolina Jobs-Economic Development Authority GO UT (X4) Municipal Bond (Advantage Account)	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Shelby County TN Health, Education & Housing Revenue RFDG St. Judes Childrens Research Hospital Bond	Gov. Securities	Self	$15,001 - $50,000	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
Talbots Inc (Roth IRA)(TLB)	Stocks	Self	$1 - $1,000	None
Talbots Inc (SEP IRA)(TLB)	Stocks	Self	$1,001 - $15,000	None
Tennessee Housing Development Agency MTG Finance Program Revenue 2009 (V9G) Municipal Bond (Advantage Account)	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Tennessee Energy Acquisition Corp Gas Bond Rev A Municipal Bond (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Tennessee HSG Dev Agy Homebuyer Ship Prog 1 (Agency Prepaid) Pt3 Municipal Bond (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
HSG Fin Prog Ser A-1 XRD Bond (Advantage Account) Municipal Bond	Gov. Securities	Self	N/A	Interest $201 - $1,000
Tennessee HSG Dev Agy Residential Finance (E9) Municipal Bond	Gov. Securities	Self	N/A	Interest $1 - $200
Tennessee HSG Dev Agy HSG Fin Prog Ser A-1 XRD (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Tennessee HSG Dev Agy (Agy Acct) Ser A-1 XRD (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $1 - $200
Tennessee HSG Dev Agy (Z2) Municipal Bond (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
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
TiVo Inc (Advantage Account)(TIVO)	Stocks	Self	$1,001 - $15,000	None
Time Warner Cable Inc (Advantage Account)(TWC)	Stocks	Self	$15,001 - $50,000	Interest $201 - $1,000
Hometown Ownership PG AMT Municipal Bond (Advantage Account)	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Hometown Ownership PG ERP Municipal Bond (Advantage Account)	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Transocean Ltd (Switzerland New) (Advantage Account)(RIG) Switzerland	Stocks	Self	$1 - $1,000	Dividends $1 - $200
General Electric Broadband Network Inc Obligation Municipal Bond (Advantage Account)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
General Steel Corp (Advantage Account)(GSI)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Walt Disney Co (SEP IRA)(DIS)	Retirement & Pension	Self	$15,001 - $50,000	None
Western Union Company (Advantage Account IRA)(WU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Weyerhaeuser Co (SEP IRA)(WY)	Stocks	Self	$1,001 - $15,000	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).