For those of you who do not typically use financial filings, I thought I would make it easy for you to access information on how the Presidential candidates’ money works. Once you see how to access these candidates, I am hoping you can use this template to do the same for your Senators and Congressman.
Senator Barack Obama’s Financial Filing
(To review Catherine’s post on How McCain’s Money Works, click here.
Banks:
JPMorgan Private Client Asset Management
Northern Trust
Pension Plan:
State of Illinois General Assembly Pension Plan
Book Royalties:
Dystel & Goderich $815,971
Random House $3,278,719
Random House is a subsidiary of:
Selected Mutual Fund Investments (including spouse):
Vanguard Wellington Fund
Nuveen Floating Rate Income Fund
Northern Municipal Money Market Fund
Vanguard FTSE Social Index Vanguard Wellesley Income Fund
Marshall Prime Money Market
Pimco Total Return
Goldman Sachs Large Cap Value
Marshall Mid-Cap Value
Vanguard Mid-cap index Fund
Links and Top Ten Holdings for Selected Mutual Funds:
Devon Energy Corp Unilever NV Entergy Corp Range Resources Corp J.P. Morgan Chase & Co. Williams Companies, Inc. Baxter International Inc. General Electric Co Hewlett-Packard Co. Hess Corp
AT&T Inc. Chevron Corp. Total SA ADR International Business Machines Corp. General Electric Co. ExxonMobil Corp. Exelon Corp. Bank of America Corp. EnCana Corp. Eli Lilly & Co.
Bank of America Corp. JPMorgan Chase & Co. Apple Inc. Google Inc. Intel Corp. McDonald’s Corp. QUALCOMM Inc. Wachovia Corp. The Walt Disney Co. CVS/Caremark Corp.
Vanguard Wellesley Income Fund Investor
Chevron Corp. FPL Group, Inc. General Electric Co. AT&T Inc. U.S. Bancorp BP PLC ADR PNC Financial Services Group Bank of America Corp. JPMorgan Chase & Co. Total SA ADR
United States Steel Corp. Murphy Oil Corp. Smith International, Inc. Noble Corp. Noble Energy, Inc. CONSOL Energy, Inc. T. Rowe Price Group Inc. MEMC Electronic Materials, Inc. Southwestern Energy Co. L-3 Communications Holdings, Inc.
Protective Life Corp Edison International El Paso Corporation Stancorp Financial Sempra Energy Safeway Stores Allmerica Financial ITT Corporation Sealed Air CP Snap On Inc.
FHLMC 5.5% BRAZIL NTN-F FNMA 5% FNMA FNMA 5.5% FNMA 5.5% FNMA FNMA 5% Finl Futures Maintenance Acct FNMA 5.5%