Ted S. Yoho Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed June 5, 2013. Includes 29 assets and 3 liabilities.

Year:

2013

Est. Net Worth

$4.1M

2013 annual disclosure

Total Assets

$1.8M - $6.9M

29 assets

Total Liabilities

$130K - $350K

3 liabilities

Total Trades

From PTR filings

Trade Volume

$273K

Midpoint of disclosed ranges

Assets by Category

Real Estate$3.7M (4)

Retirement & Pension$238K (6)

Bank & Cash$181K (5)

Insurance$175K (1)

Stocks$26K (8)

Mutual Funds$12K (4)

Other$0 (1)

Top Stock Holdings (from trades)

SPDR Morgan Stanley IEAIEA

$65K

State Street SPDR S&P 500 ETF TrustSPY

MSIF International Equity InstMSIQX

$12K

iShares MSCI EAFE Min Vol Factor ETFEFAV

$7K

Columbia Dividend Income InstGSPIX

$5K

American New World F2NTFX

$5K

All Assets (29)

Asset	Type	Owner	Value	Income
Allison & Eric Hiers, DVM	Other	Self	N/A	Promissory Note Paid in full 1/1/12
eTrade IRA	Retirement & Pension	Self	$15,001 - $50,000	None
eTrade IRA	Retirement & Pension	Self	$15,001 - $50,000	None (Cash only/no stock owned)
eTrade IRA	Retirement & Pension	Self	$15,001 - $50,000	None
Investment Property - Gainesville, FL Home Gainesville, FL, US	Real Estate	Self	$100,001 - $250,000	None
Investment Property - Orlando, FL Home Orlando, FL, US	Real Estate	Self	$100,001 - $250,000	None
Investment Property - Vacant Lot, Gainesville, FL Gainesville, FL, US	Real Estate	Self	$250,001 - $500,000	None
LP Financial IRA	Retirement & Pension	Self	$15,001 - $50,000	See attachment
Morgan Stanley - SEP IRA	Retirement & Pension	Self	$15,001 - $50,000	See attachment
Morgan Stanley IRA	Retirement & Pension	Self	$50,001 - $100,000	See attachment
New York Whole Life Insurance	Insurance	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Rental Property - Key Colony Beach, FL Key Colony Beach, FL, US	Real Estate	Self	$1,000,000 - $5,000,000	Rent $5,001 - $15,000
Sunstate Federal Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Suntrust Bank Money Market Account	Bank & Cash	Self	$15,000 - $15,000	None
Suntrust Bank Premium Money Market	Bank & Cash	Self	$50,001 - $100,000	Interest $1 - $200
Merrill Lynch	Bank & Cash	Self	$15,001 - $50,000	See attachment
Suntrust Investment Services	Bank & Cash	Self	$50,000 - $50,000	None
BlackRock U.S. Opportunities	Mutual Funds	Self	$1,849 - $1,849	None
Constellation Energy Group(CEG)	Stocks	Self	$1,849 - $1,849	None
Covidien plc(COV)	Stocks	Self	$5,270 - $5,270	None
Cypress Semiconductor Corporation(CY)	Stocks	Self	$2,574 - $2,574	None
EMC Corporation(EMC)	Stocks	Self	$2,211 - $2,211	None
JPMorgan Chase & Co.(JPM)	Stocks	Self	$6,010 - $6,010	None
Kansas City Southern(KSU)	Stocks	Self	$4,648 - $4,648	None
Kellogg Company(K)	Stocks	Self	$2,611 - $2,611	None
Markets Open	Stocks	Self	$895 - $895	None
American Funds Capital Income Builder F1	Mutual Funds	Self	$3,205 - $3,205	None
American Funds New Perspective F1	Mutual Funds	Self	$3,105 - $3,105	None
VIRTUS MULTI STR SH TRM BD A	Mutual Funds	Self	$3,649 - $3,649	None

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Suntrust Mortgage	other	$15,001 - $50,000	—	—
Suntrust Mortgage	mortgage	$100,001 - $250,000	—	—
New York Life Insurance	other	$15,001 - $50,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$72K

Energy$33K

Industrials$33K

Ted S. Yoho trades Wealthiest members Most active traders FL 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).