Tim Walberg Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 18, 2012. Includes 31 assets and 1 liabilities.

Year:

2013 2012 2011 2008

Est. Net Worth

$19K

2012 annual disclosure

Total Assets

$68K - $320K

31 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

From PTR filings

Trade Volume

$998K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$199K
2011	$539K
2012	$19K
2013	$764K
2013	$672K

Assets by Category

Mutual Funds$154K (18)

Retirement & Pension$33K (1)

Bank & Cash$8K (2)

Stocks$0 (3)

ETFs$0 (6)

Other$0 (1)

Top Stock Holdings (from trades)

Exxon Mobil CorporationXOM

$65K

FS Specialty Lending FundFSSL

$41K

Jacobs Solutions Inc.J

$33K

Bank of America CorporationBAC

$33K

L3Harris Technologies, Inc.LHX

$33K

Chevron CorporationCVX

$33K

Wells Fargo & CompanyWFC

$33K

Eaton Corporation plcETN

All Assets (31)

Asset	Type	Owner	Value	Income
MFS Hitech	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Hartford Money Mkt HLS	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Templeton Dev. Mkts Sec	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Amer Growth	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Amer Growth & Incm	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
MFS Growth	Mutual Funds	Self	$1,001 - $15,000	Dividends $5,001 - $15,000
MFS Mid Cap Growth Mutual Fund	Mutual Funds	Self	N/A	Capital Gains
MFS Total Return Mutual Fund	Mutual Funds	Self	N/A	Capital Gains
Vanguard 500 Index	Mutual Funds	Self	N/A	Dividends
Energy Transfer LP(ET)	Stocks	Self	N/A	Dividends
First Trust NYSE Arca Biotechnology Index Fund(FBT)	ETFs	Self	N/A	Capital Gains
Global X Silver Miners ETF(SIL)	ETFs	Self	N/A	Capital Gains
Schwab S&P 500 Index Fund	Mutual Funds	Self	N/A	Dividends
VanEck Vectors Gold Miners ETF(GDX)	ETFs	Self	N/A	Capital Gains
Powell Industries Inc.(POWL)	Stocks	Self	N/A	None
Dominion Energy Inc.(D)	Stocks	Self	N/A	Dividends
ProShares UltraShort S&P 500(SDS)	ETFs	Self	N/A	Capital Gains
President & Fellows of Harvard College	Other	Self	N/A	Interest
TD Bank USA NA (Trust)	Bank & Cash	Self	N/A	Interest
Alameda Asia Bond Fund	Mutual Funds	Self	N/A	Interest
BlackRock Low Duration Bond Fund	Mutual Funds	Self	N/A	Interest
DoubleLine Total Return Bond Fund	Mutual Funds	Self	N/A	Interest
Federated Total Return Government Bond Fund	Mutual Funds	Self	N/A	Interest
SPDR Gold Shares(GLD)	ETFs	Self	N/A	Capital Gains
SPDR Gold MiniShares Trust(GLDM)	ETFs	Self	N/A	Capital Gains
PIMCO Low Duration	Mutual Funds	Self	$1,001 - $15,000	Dividends, Capital Gains $201 - $1,000
T. Rowe Price Large Cap Growth	Mutual Funds	Self	$15,001 - $50,000	Dividends, Capital Gains $1,001 - $2,500
T. Rowe Price Short-Term Bond X	Mutual Funds	Self	$1,001 - $15,000	Interest, Capital Gains $1 - $200
T. Rowe Price U.S. Bond Index	Mutual Funds	Self	$15,001 - $50,000	Interest, Capital Gains $201 - $1,000
JT Community Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
TIAA-CREF	Retirement & Pension	Self	$15,001 - $50,000	Dividends, Capital Gains $1,001 - $2,500

Liabilities (1)

Creditor	Type	Amount	Rate	Term
United Bank & Trust, Lewes, DE	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Healthcare$8K

Basic Materials$72K

Communication Services$8K

Retail Trade$8K

Technology$33K

Banking$33K

Industrials$171K

Energy$98K

Consumer Cyclical$16K

Financial Services$33K

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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).