TIM MURPHY Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 76 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$761K

2012 annual disclosure

Total Assets

$248K - $1.3M

76 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$720K (68)

Retirement & Pension$41K (2)

Bank & Cash$501 (1)

Stocks$501 (1)

ETFs$0 (4)

Top Stock Holdings (from trades)

All Assets (76)

Asset	Type	Owner	Value	Income
Harbor Capital Appreciation	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
iShares Russell 1000 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 Total Return	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1 - $200
Insured Cash Account	Bank & Cash	Joint	$1 - $1,000	Interest $1 - $200
American Beacon Large Value	Mutual Funds	Joint	N/A	Capital Gains $201 - $1,000
Bayou City Exploration Inc	Stocks	Self	$1 - $1,000	None
Fidelity Advisors New Insight	Mutual Funds	Self	$15,001 - $50,000	None
American Beacon Large Value	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Federated Strategic Value Dividend	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
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/Capital Gains $201 - $1,000
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
Calamos Global Growth & Income	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Eaton Vance Commodity Strategy	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
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 $1,001 - $2,500
Loomis Sayles Bond	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Pimco Emerging Local Bond	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
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	Dividends $1 - $200
JPMorgan US Govt Money Market	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Wachovia Intermediate Term Corporate	Mutual Funds	Self	N/A	Dividends/Capital Gains $201 - $1,000
Vanguard Healthcare ETF	ETFs	Self	N/A	None
Pimco Emerging Market Currency	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Growth Fund of America	Mutual Funds	Self	N/A	None
Dodge & Cox Income	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Credit Suisse Commodity Return Strategy	Mutual Funds	Self	N/A	None
Calamos Market Neutral Income	Mutual Funds	Self	N/A	Dividends $1 - $200
Fidelity Advisors New Insights	Mutual Funds	Self	$15,001 - $50,000	None
American Beacon Large Value	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Federated Strategic Value Dividend	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
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/Capital Gains $201 - $1,000
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
Eaton Vance Commodity Strategy	Mutual Funds	Self	$1 - $1,000	Capital Gains $1 - $200
Pimco Low Duration	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Pimco Total Return	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Loomis Sayles Bond	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Pimco Emerging Local Bond	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Arbitrage Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
JPMorgan US Govt Money Market	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Calamos Market Neutral Income	Mutual Funds	Self	N/A	Dividends $1 - $200
Credit Suisse Commodity Return Strategy	Mutual Funds	Self	N/A	None
Growth Fund of America	Mutual Funds	Self	N/A	None
Pimco Emerging Market Currency	Mutual Funds	Self	N/A	Dividends $1 - $200
Vanguard Healthcare ETF(VHT)	ETFs	Spouse	N/A	None
Vanguard Intermediate Term Corporate Bond	Mutual Funds	Spouse	N/A	Dividends $201 - $1,000
Fidelity Advisors New Insights	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
American Beacon Large Cap	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Artisan Mid Cap	Mutual Funds	Spouse	$1,001 - $15,000	None
iShares MSCI Germany Index	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Thornburg International Value	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Oppenheimer Developing Markets	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Pimco Low Duration	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Pimco Total Return	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
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	Capital Gains $1 - $200
Fidelity Advisors Floating Rate High Income	Mutual Funds	Spouse	N/A	Dividends $1 - $200
JPMorgan US Govt Money Market	Mutual Funds	Spouse	$1 - $1,000	Interest $1 - $200
Diamond Hill Advisors Floating Rate High Income	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Vanguard Healthcare ETF	ETFs	Spouse	N/A	None
Vanguard Small Cap ETF	ETFs	Spouse	N/A	None
Gateway Fund	Mutual Funds	Spouse	N/A	Dividends $1 - $200
Growth Fund of America	Mutual Funds	Spouse	N/A	None
Optimum Large Cap Growth	Mutual Funds	Spouse	$15,001 - $50,000	None
Optimum Large Cap Value	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
Optimum Small Cap Growth	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Optimum Small Cap Value	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Optimum International	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Optimum Fixed Income	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
TIAA Traditional	Retirement & Pension	Spouse	$15,001 - $50,000	None
CREF Global Equities	Retirement & Pension	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).