TIM MURPHY Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 23, 2013. Includes 72 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$983K

2013 annual disclosure

Total Assets

$442K - $1.5M

72 assets

Total Liabilities

0 liabilities

Total Trades

171

From PTR filings

Trade Volume

$2.2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$665K
2009	$731K
2010	$650K
2011	$1.2M
2012	$761K
2013	$983K

Assets by Category

Mutual Funds$802K (61)

ETFs$107K (6)

Bank & Cash$42K (4)

Retirement & Pension$33K (1)

Top Stock Holdings (from trades)

All Assets (72)

Asset	Type	Owner	Value	Income
Harbor Capital Appreciation	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
iShares Russell 1000 Value(IWD)	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
Thornburg International Value	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Pimco Total Return	Mutual Funds	Joint	$1,001 - $15,000	Capital Gains/Dividends $201 - $1,000
LPL Financial - Insured Cash Account	Bank & Cash	Joint	$1 - $1,000	Interest $1 - $200
SPDR S&P 500 Index(SPY)	ETFs	Joint	$1,001 - $15,000	Dividends $1 - $200
Fidelity Advisors New Insights	Mutual Funds	Self	$15,001 - $50,000	Capital Gains/Dividends $1 - $200
iShares Russell 1000 Value	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
Artisan Small Value	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Artisan Mid Cap	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Thornburg International Value	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Lazard Emerging Market Equity	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Calamos Global Growth & Income	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Wasatch 1st Source Long/Short	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
Pimco Total Return	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Loomis Sayles Bond	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Pimco Emerging Local Bond	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Arbitrage Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Invesco Convertible Securities	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
LPL Financial - Insured Cash Account	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
American Beacon Large Value	Mutual Funds	Self	N/A	None
Baron Growth	Mutual Funds	Self	N/A	None
Eagle Vance Commodity Strategy	Mutual Funds	Self	N/A	Capital Gains $1 - $200
Federated Strategic Value Dividend	Mutual Funds	Self	N/A	Dividends $1 - $200
PIMCO Low Duration	Mutual Funds	Self	N/A	Dividends $201 - $1,000
SPDR S&P 500 Index	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Advisors New Insights	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1 - $200
iShares Russell 1000 Value Index	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Artisan Mid Cap	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Artisan Small Value	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Thornburg International Value	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Lazard Emerging Market Equity	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Wasatch 1st Source Long/Short	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
PIMCO Total Return	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Loomis Sayles Bond	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Pimco Emerging Local Bond	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Arbitrage Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
LPL Financial - Insured Cash Account	Bank & Cash	Spouse	$1 - $1,000	Interest $1 - $200
American Beacon Large Value	Mutual Funds	Spouse	N/A	None
Baron Growth	Mutual Funds	Spouse	N/A	None
Eaton Vance Commodity Strategy	Mutual Funds	Spouse	N/A	Capital Gains $1 - $200
Federated Strategic Value Dividend	Mutual Funds	Spouse	N/A	Capital Gains $1 - $200
Pimco Low Duration	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Spider S&P 500 Index	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Fidelity Advisors New Insights	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
iShares Russell 1000 Value Index	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Artisan Mid Cap	Mutual Funds	Spouse	$5,001 - $15,000	Capital Gains $201 - $1,000
Artisan Small Value	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Thornburg International Value	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Oppenheimer Developing Markets	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1 - $200
Wasatch 1st Source Long/Short	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains $1 - $200
Pimco Total Return	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Loomis Sayles Bond	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Pimco Emerging Local Bond	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Arbitrage Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
LPL Financial - Insured Cash Account	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
American Beacon Large Value	Mutual Funds	Spouse	N/A	None
Eaton Vance Commodity Strategy Fund	Mutual Funds	Spouse	N/A	Capital Gains $1 - $200
Eaton Vance Commodity Strategy	Mutual Funds	Spouse	N/A	Capital Gains $1 - $200
iShares MSCI Germany Index	ETFs	Spouse	N/A	None
Pimco Low Duration	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Optimum Large Cap Growth C	Mutual Funds	Spouse	N/A	None
Optimum Large Cap Growth C	Mutual Funds	Spouse	N/A	None
Optimum Large Cap Value C	Mutual Funds	Spouse	N/A	None
Optimum Large Cap Value C	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Optimum Small Cap Growth C	Mutual Funds	Spouse	N/A	Capital Gains $1 - $200
Optimum Small Cap Value C	Mutual Funds	Spouse	N/A	Capital Gains $1 - $200
Optimum International C	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Optimum Fixed Income C	Mutual Funds	Spouse	N/A	Capital Gains/Dividends $1 - $200
Bayou City Expl Income	Mutual Funds	Spouse	$1 - $1,000	None
TIAA Traditional	Retirement & Pension	Spouse	$15,001 - $50,000	None
CREF Global Equities	Mutual Funds	Spouse	$1,001 - $15,000	None

Trading Sector Allocation (from PTR trades)

Healthcare$24K

Financial Services$8K

Technology$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).