Linda Susan Ms Brooks Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 55 assets.

Year:

2013 2012

Est. Net Worth

$4.5M

2013 annual disclosure

Total Assets

$1.8M - $7.3M

55 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$473K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$240K
2012	$17.8M
2013	$4.5M

Assets by Category

LLC / Partnership$3.7M (9)

Mutual Funds$458K (23)

Retirement & Pension$275K (19)

Insurance$75K (1)

Bank & Cash$41K (3)

Top Stock Holdings (from trades)

Zoom Technologies, Inc.ZOOM

$33K

Onspira Therapeutics, Inc.OSPT

$33K

Apple Inc.AAPL

$8K

Chevron CorporationCVX

$8K

All Assets (55)

Asset	Type	Owner	Value	Income
IRA - AQR FDS Managed Futures Strategy	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - Artio Global Inv FD Instl CL	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA - Artisan Funds Inc Mid Cap Value	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - Eaton Vance Rlty Shares Inc	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA - Diamond Hill Long-Short Fund	Retirement & Pension	Self	N/A	Tax-Deferred
IRA - Eaton Vance Global Macro Absolute Return Fund	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - Fidelity Adv Emerg Mkts	Mutual Funds	Self	N/A	None
Fund - FMI FDS Inc Focus	Mutual Funds	Self	$1,001 - $15,000	None
IRA - Gabelli Equity Small Cap	Mutual Funds	Self	N/A	None
IRA - Goldman Sachs Tr Finl Square Treas Instrs	Mutual Funds	Self	$1,001 - $15,000	None
IRA - Harbor Fd High Yield Bd Fd	Mutual Funds	Self	N/A	None
IRA - Harbor Fd Cap Appreciation Fd	Mutual Funds	Self	$15,001 - $50,000	None
IRA - Heartland Value Plus Fd Cl Institutional	Mutual Funds	Self	$1,001 - $15,000	None
CORE Equity	Mutual Funds	Self	N/A	None
IRA - John Hancock Fds II Cap Appreciation Return Strategies Fd	Mutual Funds	Self	$1,001 - $15,000	None
IRA - JP Morgan Tr I Intl Equity Fd	Mutual Funds	Self	$15,001 - $50,000	None
IRA - Mainstay Fd High Yield Corporate Bd Fd	Mutual Funds	Self	$1,001 - $15,000	None
Bond Managers Funds	Mutual Funds	Self	$15,001 - $50,000	None
IRA - Metropolitan West Fds Total Return Bd Fd	Mutual Funds	Self	$1,001 - $15,000	None
IRA - Prudential Emerging Mkts Debt Fd	Mutual Funds	Self	$1,001 - $15,000	None
IRA - Oppenheimer Dev Mkts	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - Oppenheimer Intl Bd Fd	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - PIMCO FDS PAC INVT	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - PIMCO FDS PAC INVT MGMT SER TOTAL RETURN	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - PIMCO FDS PAC INVT MGMT SER COMMODITY REAL RETURN FD	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - Pioneer SRI Tr Intl Core Equity	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - Pioneer SRI Tr Core Growth Fund	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - Pyxis Long/Short Equity Fund	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - Russell 1000 Growth Index	Retirement & Pension	Self	N/A	None
IRA - Russell 1000 Value Index	Retirement & Pension	Self	N/A	None
IRA - Thornburg Intl Value Fund	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - Turner FDS Income Builder FD	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - Turner FDS Spectrum FD Instl	Retirement & Pension	Self	$1,001 - $15,000	None
MassMutual Life Insurance Policy	Insurance	Self	$50,000 - $100,000	None
RET - Amer Cent Smcap Val Inv	Mutual Funds	Spouse	$1,001 - $15,000	None
Allo Amer Cent Strat Inc	Mutual Funds	Spouse	$1,001 - $15,000	None
Allo Aggrsv Inv	Mutual Funds	Spouse	$1,001 - $15,000	None
RET - Amercent Strat Alloc Mod Inv	Mutual Funds	Spouse	$15,001 - $50,000	None
Rahab Family LLLP Capital App Inst	LLC / Partnership	Spouse	$1,001 - $15,000	None
RET - Amerds Europac Grw	Mutual Funds	Spouse	$15,001 - $50,000	None
RET - Amerds Fundamental Invs	Mutual Funds	Spouse	$50,001 - $100,000	None
RET - Amerds New Perspective	Mutual Funds	Spouse	$15,001 - $50,000	None
RET - One America Money Mkt	Mutual Funds	Spouse	$15,001 - $50,000	None
RET - Forward ST Federal Inv	Mutual Funds	Spouse	$50,001 - $100,000	None
Arlington Warehouse Inv Co LLC - Ltd Arlington, TX, US	LLC / Partnership	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Brooks Koch & Sorg LLC - Building Indianapolis, IN, US	LLC / Partnership	Spouse	$250,001 - $500,000	Dividends $15,001 - $50,000
Castleton Investors, LLC - Building One Indianapolis, IN, US	LLC / Partnership	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Castleton Investors, LLC - Building Two Indianapolis, IN, US	LLC / Partnership	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
JP Morgan Bank Account	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
JP Morgan Bank Account	Bank & Cash	Spouse	$1 - $1,000	None
Mansfield Warehouse Investments Ltd	LLC / Partnership	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
O'Day Farmbook, Inc - Mansfield TX Facility Arlington, TX, US	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	Interest/Rent $50,001 - $100,000
O'Day Landman LLC - Mineral Rights Arlington, TX, US	LLC / Partnership	Spouse	$100,001 - $250,000	Royalties $15,001 - $50,000
L.O. Harris Investors, LLC	LLC / Partnership	Spouse	$1,001 - $15,000	Interest $1 - $200
Wells Fargo Money Market Bank Deposit Sweep	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200

Trading Sector Allocation (from PTR trades)

Retail Trade$8K

Technology$24K

Energy$16K

Manufacturing$8K

Industrials$16K

Services$8K

Communication Services$16K

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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).