Personal Investments
There are various thresholds at which an individual's personal investment in a company disqualifies that individual from making or influencing a decision to purchase particular goods or services for the university from that company. The disqualifying investment size is always $2,000 if the company involved is small. For large companies, it depends on the financial effect on the company.
If the purchase exceeds $10,000,000 in a given fiscal year, then an investment in any size company is disqualifying if it is at least $2,000.
If the purchase exceeds $500,000 in a given fiscal year, then the disqualifying limit is $25,000 invested in a Fortune 500 company and $2,000 in any other company.
If the purchase is less than $500,000, then the limit is $25,000 in a Fortune 500 or a NYSE listed company (or any other company with at least $2,500,000 in earnings before taxes in the most recent fiscal year) and $2,000 in any other company.
Fortune 500 full list (2011)
2 Exxon Mobil
3 Chevron
4 ConocoPhillips
5 Fannie Mae
6 General Electric
7 Berkshire Hathaway
8 General Motors
9 Bank of America Corp.
10 Ford Motor
11 Hewlett-Packard
12 AT&T
13 J.P. Morgan Chase & Co.
14 Citigroup
15 McKesson
16 Verizon Communications
17 American International Group
18 International Business Machines
19 Cardinal Health
20 Freddie Mac
21 CVS Caremark
22 UnitedHealth Group
23 Wells Fargo
24 Valero Energy
25 Kroger
26 Procter & Gamble
27 AmerisourceBergen
28 Costco Wholesale
29 Marathon Oil
30 Home Depot
31 Pfizer
32 Walgreen
33 Target
34 Medco Health Solutions
35 Apple
36 Boeing
37 State Farm Insurance Cos.
38 Microsoft
39 Archer Daniels Midland
40 Johnson & Johnson
41 Dell
42 WellPoint
43 PepsiCo
44 United Technologies
45 Dow Chemical
46 MetLife
47 Best Buy
48 United Parcel Service
49 Kraft Foods
50 Lowe's
51 INTL FCStone
52 Lockheed Martin
53 Merck
54 Goldman Sachs Group
55 Express Scripts
56 Intel
57 Sears Holdings
58 Caterpillar
59 Chrysler Group
60 Safeway
61 Supervalu
62 Cisco Systems
63 Morgan Stanley
64 Prudential Financial
65 Walt Disney
66 Comcast
67 Sysco
68 Sunoco
69 Abbott Laboratories
70 Coca-Cola
71 New York Life Insurance
72 Northrop Grumman
73 FedEx
74 Hess
75 Ingram Micro
76 Johnson Controls
77 Aetna
78 Amazon.com
79 Humana
80 Enterprise Products Partners
81 Honeywell International
82 Liberty Mutual Insurance Group
83 News Corp.
84 DuPont
85 Sprint Nextel
86 General Dynamics
87 TIAA-CREF
88 Delta Air Lines
89 Allstate
90 HCA Holdings
91 American Express
92 Google
93 Tyson Foods
94 Philip Morris International
95 Time Warner
96 Oracle
97 3M
98 Deere
99 Plains All American Pipeline
100 Rite Aid
101 Massachusetts Mutual Life Insurance
102 Publix Super Markets
103 CHS
104 Raytheon
105 International Paper
106 Travelers Cos.
107 Macy's
108 Staples
109 Tech Data
110 DirecTV
111 McDonald's
112 Northwestern Mutual
113 Murphy Oil
114 United Continental Holdings
115 Eli Lilly
116 Motorola Solutions
117 Hartford Financial Services
118 AMR
119 TJX
120 Emerson Electric
121 Xerox
122 Cigna
123 Alcoa
124 Fluor
125 Aflac
126 U.S. Bancorp
127 Nationwide
128 Tesoro
129 Occidental Petroleum
130 Kimberly-Clark
131 Bristol-Myers Squibb
132 Avnet
133 World Fuel Services
134 Capital One Financial
135 Nike
136 Freeport-McMoRan Copper & Gold
137 Time Warner Cable
138 Manpower
139 Goodyear Tire & Rubber
140 Arrow Electronics
141 Exelon
142 Kohl's
143 Whirlpool
144 Halliburton
145 United Services Automobile Assn.
146 J.C. Penney
147 Southern
148 United States Steel
149 Ally Financial
150 AES
151 PNC Financial Services Group
152 EMC
153 Union Pacific
154 Altria Group
155 Computer Sciences
156 Illinois Tool Works
157 Nucor
158 Medtronic
159 L-3 Communications
160 Colgate-Palmolive
161 NextEra Energy
162 Dominion Resources
163 Amgen
164 Progressive
165 Bank of New York Mellon Corp.
166 General Mills
167 Gap
168 Loews
169 American Electric Power
170 Baker Hughes
171 TRW Automotive Holdings
172 Constellation Energy
173 Duke Energy
174 CBS
175 Texas Instruments
176 Toys "R" Us
177 PG&E Corp.
178 Eaton
179 Health Net
180 Viacom
181 PPG Industries
182 Jabil Circuit
183 FirstEnergy
184 Consolidated Edison
185 Chubb
186 Cummins
187 Danaher
188 Dollar General
189 Oneok
190 Community Health Systems
191 Sara Lee
192 Baxter International
193 DISH Network
194 Aramark
195 Omnicom Group
196 Waste Management
197 AutoNation
198 Edison International
199 Kellogg
200 ConAgra Foods
201 Public Service Enterprise Group
202 National Oilwell Varco
203 Dean Foods
204 Navistar International
205 Southwest Airlines
206 Apache
207 Lear
208 US Airways Group
209 Qwest Communications
210 Marriott International
211 Office Depot
212 Coventry Health Care
213 Entergy
214 Yum Brands
215 Genuine Parts
216 Smithfield Foods
217 ITT
218 Land O'Lakes
219 SAIC
220 BB&T Corp.
221 BJ's Wholesale Club
222 Qualcomm
223 Anadarko Petroleum
224 Liberty Media
225 Marsh & McLennan
226 Avon Products
227 Thermo Fisher Scientific
228 Penske Automotive Group
229 Starbucks
230 CSX
231 Devon Energy
232 H.J. Heinz
233 Textron
234 Monsanto
235 Lincoln National
236 First Data
237 Xcel Energy
238 Paccar
239 Unum Group
240 Progress Energy
241 Praxair
242 KBR
243 Genworth Financial
244 SunTrust Banks
245 Guardian Life Ins. Co. of America
246 Ameriprise Financial
247 R.R. Donnelley & Sons
248 Parker Hannifin
249 Peter Kiewit Sons'
250 Jacobs Engineering Group
251 Western Digital
252 Oshkosh
253 State Street Corp.
254 Nordstrom
255 Liberty Global
256 KKR
257 Williams
258 Limited Brands
259 Applied Materials
260 Newmont Mining
261 Norfolk Southern
262 GameStop
263 Chesapeake Energy
264 Huntsman
265 C.H. Robinson Worldwide
266 Tenet Healthcare
267 URS
268 Principal Financial
269 eBay
270 Icahn Enterprises
271 Air Products & Chemicals
272 Ashland
273 Whole Foods Market
274 Sempra Energy
275 Automatic Data Processing
276 NRG Energy
277 Caesars Entertainment
278 Great Atlantic & Pacific Tea
279 CenterPoint Energy
280 PPL
281 Synnex
282 BlackRock
283 DTE Energy
284 Reynolds American
285 Assurant
286 Aon
287 Micron Technology
288 Stanley Black & Decker
289 Holly
290 Reinsurance Group of America
291 Discover Financial Services
292 Energy Future Holdings
293 Regions Financial
294 Kinder Morgan
295 Owens & Minor
296 Republic Services
297 Visa
298 Western Refining
299 Gilead Sciences
300 Ball
301 Crown Holdings
302 Family Dollar Stores
303 Ross Stores
304 Bed Bath & Beyond
305 Boston Scientific
306 Global Partners
307 Estée Lauder
308 Sherwin-Williams
309 Enbridge Energy Partners
310 VF
311 CarMax
312 Campbell Soup
313 Ameren
314 Masco
315 Hertz Global Holdings
316 Becton Dickinson
317 Henry Schein
318 Thrivent Financial for Lutherans
319 Visteon
320 Quest Diagnostics
321 Cablevision Systems
322 AutoZone
323 Stryker
324 Winn-Dixie Stores
325 Hormel Foods
326 Fifth Third Bancorp
327 Eastman Kodak
328 W.W. Grainger
329 Autoliv
330 OfficeMax
331 Dover
332 Darden Restaurants
333 Charter Communications
334 CenturyLink
335 Pepco Holdings
336 Shaw Group
337 Goodrich
338 Peabody Energy
339 Sonic Automotive
340 AGCO
341 Dole Food
342 Las Vegas Sands
343 Broadcom
344 SLM
345 Owens-Illinois
346 Mosaic
347 Coca-Cola Enterprises
348 Eastman Chemical
349 Calpine
350 Corning
351 Energy Transfer Equity
352 Fortune Brands
353 AECOM Technology
354 Weyerhaeuser
355 Interpublic Group
356 Avery Dennison
357 Advanced Micro Devices
358 American Family Insurance Group
359 DaVita
360 CMS Energy
361 Commercial Metals
362 NiSource
363 Pantry
364 CIT Group
365 Yahoo
366 Sanmina-SCI
367 Reliance Steel & Aluminum
368 Steel Dynamics
369 Smurfit-Stone Container
370 Dillard's
371 Omnicare
372 McGraw-Hill
373 MeadWestvaco
374 Virgin Media
375 Cameron International
376 Dana Holding
377 EOG Resources
378 Ecolab
379 Jarden
380 MGM Resorts International
381 Spectrum Group International
382 Symantec
383 AK Steel Holding
384 Expeditors International of Washington
385 TravelCenters of America
386 Tenneco
387 Advance Auto Parts
388 Celanese
389 Frontier Oil
390 Dollar Tree
391 CC Media Holdings
392 Mattel
393 Franklin Resources
394 Domtar
395 Barnes & Noble
396 Amerigroup
397 Newell Rubbermaid
398 Fidelity National Financial
399 Mutual of Omaha Insurance
400 PetSmart
401 Universal American
402 Hershey
403 BorgWarner
404 Dr Pepper Snapple Group
405 Pacific Life
406 NII Holdings
407 UGI
408 Universal Health Services
409 Precision Castparts
410 MasterCard
411 Clorox
412 Core-Mark Holding
413 Group 1 Automotive
414 Anixter International
415 Gannett
416 Targa Resources
417 KeyCorp
418 Mylan
419 Agilent Technologies
420 WellCare Health Plans
421 Pitney Bowes
422 CH2M Hill
423 Lubrizol
424 O'Reilly Automotive
425 Auto-Owners Insurance
426 Fidelity National Information Services
427 Mohawk Industries
428 Consol Energy
429 Harris
430 Integrys Energy Group
431 Western Union
432 Avis Budget Group
433 Momentive Specialty Chemicals
434 SunGard Data Systems
435 Health Management Associates
436 St. Jude Medical
437 Ryder System
438 Booz Allen Hamilton Holding
439 Emcor Group
440 CB Richard Ellis Group
441 Starwood Hotels & Resorts
441 Spectra Energy
443 Wesco International
444 Live Nation Entertainment
445 Avaya
446 Foot Locker
447 Laboratory Corp. of America
448 Owens Corning
449 Nash-Finch
450 Telephone & Data Systems
451 Polo Ralph Lauren
452 Apollo Group
453 Big Lots
454 Con-way
455 Kelly Services
456 Western & Southern Financial Group
457 Allergan
458 Harley-Davidson
459 Northeast Utilities
460 SPX
461 Erie Insurance Group
462 Bemis
463 Meritor
464 Dick's Sporting Goods
465 General Cable
466 Rockwell Automation
467 United Stationers
468 SanDisk
469 NCR
470 Washington Post
471 Insight Enterprises
472 Alliant Techsystems
473 Atmos Energy
474 AbitibiBowater
475 W.R. Berkley
476 Biogen Idec
477 Cliffs Natural Resources
478 Rockwell Collins
479 Phillips-Van Heusen
480 Graybar Electric
481 El Paso
482 J.M. Smucker
483 Scana
484 Cognizant Technology Solutions
485 Terex
486 PulteGroup
487 Genzyme
488 YRC Worldwide
489 American Financial Group
490 Sealed Air
491 Charles Schwab
492 RadioShack
493 Centene
494 Host Hotels & Resorts
495 NYSE Euronext
496 Levi Strauss
497 NuStar Energy
498 Ruddick
499 D.R. Horton
500 Seaboard

