TIM MURPHY Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 52 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$650K

2010 annual disclosure

Total Assets

$220K - $1.1M

52 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$535K (38)

Bank & Cash$42K (5)

ETFs$40K (7)

Other$33K (1)

LLC / Partnership$501 (1)

Top Stock Holdings (from trades)

All Assets (52)

Asset	Type	Owner	Value	Income
Vanguard Intermediate Term Corporate Bond	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Growth Fund of America	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
American Beacon Large Cap	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Baron Growth	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
Artisan Small Cap Value	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Thornburg International Value	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Lazard Emerging Market Equity	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Calamos Market Neutral Inc	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Credit Suisse Commodity Return Strategy	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard Health Care ETF(VHT)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
JP Morgan Chase Structured Note Low Duration	Other	Self	$15,001 - $50,000	None
Pimco Low Duration	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Pimco Total Return	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Dodge & Cox Income	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Loomis Sayles Bond	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Princo Developing Local Markets	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
JP Morgan Chase US Government Money Market	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Principal Preferred Securities	Mutual Funds	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Vanguard Growth ETF(VUG)	ETFs	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Vanguard Intermediate Term Corporate Bond(VCIT)	ETFs	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
JP Morgan U.S. Government Money Market	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Vanguard Growth ETF(VUG)	ETFs	Joint	N/A	Dividends/Capital Gains $1,001 - $2,500
Harbor Capital Appreciation	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
American Beacon Large Cap Value	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Baron Growth	Mutual Funds	Joint	$1,001 - $15,000	Capital Gains $1 - $200
American Beacon Small Cap Value	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Thornburg International Value	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Pimco Low Duration	Mutual Funds	Joint	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Pimco Total Return	Mutual Funds	Joint	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Insured Cash Account	Bank & Cash	Joint	$1 - $1,000	Interest $1 - $200
Bayou City Exploration	LLC / Partnership	Spouse	$1 - $1,000	None
Vanguard Growth ETF(VUG)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
American Beacon Large Cap Value	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Vanguard Small Cap ETF(VB)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Thornburg International Value	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Vanguard Health Care ETF	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Pimco Total Return	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Cap Gains $201 - $1,000
JP Morgan Chase U.S. Government Money Market	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
Cash	Bank & Cash	Spouse	$1 - $1,000	None
Optimum Large Cap Growth	Mutual Funds	Spouse	$1,001 - $15,000	None
Optimum Large Cap Value	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Optimum Small Cap Growth	Mutual Funds	Spouse	$1,001 - $15,000	None
Optimum Small Cap Value	Mutual Funds	Spouse	$1,001 - $15,000	None
Optimum International	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Optimum Fixed Income	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Insured Cash Account	Bank & Cash	Spouse	$1 - $1,000	Interest $1 - $200
Optimum Large Cap Growth	Mutual Funds	Spouse	$1,001 - $15,000	None
Optimum Large Cap Value	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Optimum Small Cap Growth	Mutual Funds	Spouse	$1,001 - $15,000	None
Optimum Small Cap Value	Mutual Funds	Spouse	$1,001 - $15,000	None
Optimum International	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Optimum Fixed Income	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000

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).