TIM MURPHY

TIM MURPHY Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 14, 2009. Includes 75 assets.

Est. Net Worth
$731K
2009 annual disclosure
Total Assets
$230K - $1.2M
75 assets
Total Liabilities
$0
0 liabilities
Total Trades
171
From PTR filings
Trade Volume
$2.2M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$665K
2009$731K
2010$650K
2011$1.2M
2012$761K
2013$983K

Assets by Category

Mutual Funds$632K (64)
ETFs$65K (5)
Retirement & Pension$33K (1)
Bank & Cash$2K (3)
Other$501 (2)

Top Stock Holdings (from trades)

All Assets (75)

AssetValue
Harbor Capital Appreciation
$1,001 - $15,000
American Beacon Large Value
$1,001 - $15,000
Baron Growth
$1 - $1,000
American Beacon Small Cap Value
$1,001 - $15,000
Thornburg International Value
$1,001 - $15,000
Pimco Low Duration
$1,001 - $15,000
Pimco Total Return
$1,001 - $15,000
Vanguard Explorer
N/A
Harbor Oakmark
N/A
Master Select International
N/A
Insured Cash Account
$1 - $1,000
Growth Fund of America
$15,001 - $50,000
Harbor Capital Appreciation
$50,001 - $100,000
Davis New York Venture
$15,001 - $50,000
DWS Dreman High Return Equity
$15,001 - $50,000
Gaston / Verdeus Aggressive Growth
$1,001 - $15,000
Ariel Fund
$1,001 - $15,000
Third Avenue Value
$1,001 - $15,000
Artisan International
$15,001 - $50,000
Oakmark International
$15,001 - $50,000
SSgA Emerging Markets ETF
$1,001 - $15,000
Vanguard Consumer Staples ETF
$15,001 - $50,000
Vanguard Healthcare ETF
$1,001 - $15,000
Pimco Low Duration
$15,001 - $50,000
Pimco Total Return
$1,001 - $15,000
Pimco Developing Local Markets
$1,001 - $15,000
T Rowe Price International Bond
N/A
TCW Select Equities
N/A
Sentinel Small Company
N/A
Premier Money Market - Govt
$1,001 - $15,000
Growth Fund of America
$1,001 - $15,000
Harbor Capital Appreciation
$1,001 - $15,000
DWS Dreman High Return Equity
$1,001 - $15,000
Harris Oakmark
$15,001 - $50,000
Artisan Mid Cap
$1,001 - $15,000
American Beacon Small Cap Value
$1,001 - $15,000
Artisan International
$1,001 - $15,000
Master Select International
$1,001 - $15,000
SSgA Emerging Markets
$1,001 - $15,000
Vanguard Healthcare ETF
$1,001 - $15,000
Pimco Low Duration
$1,001 - $15,000
Pimco Total Return
$1,001 - $15,000
Premier Money Market - Gov't
$1,001 - $15,000
Bayou City Exploration
$1 - $1,000
Harbor Capital Appreciation
$1,001 - $15,000
Harris Oakmark
$1,001 - $15,000
Vanguard Explorer
$1,001 - $15,000
American Beacon Small Cap Value
$1,001 - $15,000
Master Select International
$1,001 - $15,000
$1,001 - $15,000
Primecap
$1,001 - $15,000
Premier Money Market Govt
$1,001 - $15,000
Optimum Large Cap Growth C
$1,001 - $15,000
Optimum Large Cap Value C
$1,001 - $15,000
Optimum Small Cap Growth C
$1,001 - $15,000
Optimum Small Cap Value C
$1,001 - $15,000
Optimum International C
$1,001 - $15,000
Optimum Fixed Income C
$1,001 - $15,000
Insured Cash Account
$1 - $1,000
Optimum Large Cap Growth C
$1,001 - $15,000
Optimum Large Cap Value C
$1,001 - $15,000
Optimum Small Cap Growth C
$1 - $1,000
Optimum Small Cap Value C
$1 - $1,000
Optimum International C
$1,001 - $15,000
Optimum Fixed Income C
$1,001 - $15,000
American Beacon Small Cap Value
N/A
Goldman Sachs Growth A
N/A
Master Select International
N/A
Vanguard Explorer
N/A
Harris Oakmark
N/A
PIMCO Total Return
N/A
Insured Cash Account
$1 - $1,000
TIAA-CREF Global Equities
$1,001 - $15,000
TIAA-CREF Traditional
$15,001 - $50,000
Marlow & Co Investments - Royalties
N/A

Trading Sector Allocation (from PTR trades)

Healthcare$24K
Financial Services$8K
Technology$8K
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).