Theodore E. Deutch Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed July 28, 2010. Includes 20 assets.

Year:

2013 2012 2011 2010

Est. Net Worth

$3.7M

2010 annual disclosure

Total Assets

$1.3M - $6M

20 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$892K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2010	$3.7M
2010	$140K
2010	$595K
2011	$48K
2011	$778K
2012	$8K
2012	$459K
2013	$732K

Assets by Category

Retirement & Pension$3M (1)

Stocks$229K (8)

Bank & Cash$191K (3)

Mutual Funds$179K (7)

Insurance$75K (1)

Top Stock Holdings (from trades)

iShares TR Russell 3000 IndexIWV

$175K

iShares S&P MidCap 400/Value Index FundIJJ

$33K

APPLE COMPUTER STOCKAAPL

$33K

All Assets (20)

Asset	Type	Owner	Value	Income
Apple Inc. Common Stock(AAPL)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Walmart Inc. Stock(WMT)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Walgreens Boots Alliance Stock(WBA)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Pfizer Inc. Stock(PFE)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
The Walt Disney Company Stock(DIS)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Wachovia Bank Account	Bank & Cash	Joint	$100,001 - $250,000	Interest $1,001 - $2,500
Marathon Digital Holdings(MARA)	Stocks	Self	$15,001 - $50,000	None
Linden Management Investment	Stocks	Self	$50,001 - $100,000	None
Morgan Stanley(MS)	Stocks	Self	$15,001 - $50,000	None
FICS Short-Term Bond	Mutual Funds	Self	$1,001 - $15,000	None
ARS Aggregate Bond	Mutual Funds	Self	$1,001 - $15,000	None
Franklin High Yield	Mutual Funds	Self	$15,001 - $50,000	None
Short Term Return Fund	Mutual Funds	Self	$15,001 - $50,000	None
Capital One Bank Account	Bank & Cash	Self	$1,001 - $15,000	None
Core First Bank Account	Bank & Cash	Self	$1,001 - $15,000	None
All Cap Value Equity Fund	Mutual Funds	Self	$15,001 - $50,000	None
Mid Cap Equity Fund	Mutual Funds	Self	$15,001 - $50,000	None
SMid Cap Equity Fund	Mutual Funds	Self	$15,001 - $50,000	None
NY Life Insurance	Insurance	Self	$50,001 - $100,000	None
Lincoln SEP Individual 401(k)	Retirement & Pension	Self	$1,000,001 - $5,000,000	None

Trading Sector Allocation (from PTR trades)

Communication Services$8K

Consumer Cyclical$40K

Technology$41K

Industrials$16K

Financial Services$8K

Healthcare$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).