6.7
39
10.8
+22
John Malone
61
6.7
61
7.2
—
Elon Musk
61
6.7
34
11.6
+27
Herbert
65
6.4
52
8.6
+13
Kohler Jr.
Thomas Peterffy
65
6.4
32
12.6
+33
David Duffield
65
6.4
73
6.7
– 8
S. Truett Cathy
68
6
N/A
N/A
Passed away
in September
2014
David Geffen
68
6
73
6.7
– 5
Micky Arison
70
5.9
61
7.2
+9
Sumner Redstone
71
5.8
117
4.7
– 46
Dennis Washington
71
5.8
83
5.9
– 12
Leslie Wexner
73
5.7
70
6.9
+3
Richard LeFrak
74
5.6
73
6.7
+1
Ray Lee Hunt
74
5.6
111
4.8
– 37
Charles Johnson
74
5.6
105
5
– 31
Dannine Avara
77
5.5
94
5.3
– 17
Scott Duncan
77
5.5
94
5.3
– 17
Milane Frantz
77
5.5
94
5.3
– 17
Randa Williams
77
5.5
94
5.3
– 17
Rupert Johnson Jr.
77
5.5
131
4.3
– 54
Jeffrey Hildebrand
77
5.5
134
4.1
– 57
Ira Rennert
77
5.5
148
3.9
– 71
Stanley Kroenke
84
5.3
58
7.4
+26
Dustin Moskovitz
85
5.2
44
10.4
+41
Leon Black
85
5.2
105
5
– 20
Gayle Cook
85
5.2
N/A
N/A
Passed fortune
to son
Charles Schwab
88
5.1
76
6.6
+12
Patrick McGovern
88
5.1
N/A
N/A
Passed away
in March 2014
Jin Sook &
90
5
222
3
– 132
Do Won Chang
Thomas Frist Jr.
90
5
55
7.9
+35
David Green
90
5
81
6.1
+9
Robert Rowling
93
4.9
82
6
+11
Stephen Ross
94
4.8
58
7.4
+36
Bruce Kovner
95
4.7
90
5.3
+5
Ann Walton
95
4.7
80
6.2
+15
Kroenke
Henry Kravis
95
4.7
124
4.5
– 29
Gordon Moore
98
4.6
56
7.6
+42
Daniel Ziff
98
4.6
111
4.8
– 12
Dirk Ziff
98
4.6
111
4.8
– 12
appendix 2 Keywords Used for Taxation and Social Security Searches Taxation
Social Security
tax policy
tax burden
Social Security payroll tax
double taxation
tax revenue expansion
Social Security payroll tax
capital gains tax
tax revenue enhancement
income cap
grand bargain
Laffer Curve
Social Security retirement
comprehensive tax reform
Earned Income Tax Credit
pension
estate tax
EITC
Social Security privatization
death tax
redistribution
Social Security stock market
corporate tax rates
Robin Hood tax
investment
business taxes
financial transaction tax
Social Security reform
tax credits/deductions/
carbon tax
Social Security benefit reductions
charitable deduction
Buffett Rule
Social Security retirement age
tax extenders
flat tax
Social Security third rail
tax enforcement
Social Security means testing
appendix 3 Position Taking among Forbes Top 100 on Economic Issues Net Worth
Taxation
Social Security
in $Billions
(as of Sept.
Index
2013)
Statements
Score
Direction
Statements
Direction
Bill Gates
72
14
5
More
0
Warren Buffett
58.5
19
4
More
7
More
Larry Ellison
41
0
0
0
Charles Koch
36
0
0
0
David Koch
36
1
– 1
Less
0
Christy Walton
35.4
0
0
0
Jim Walton
33.8
0
0
0
Alice Walton
33.5
0
0
0
S. Robson Walton
33.3
> 0
0
0
Michael Bloomberg
31
23
1
More
4
Less
Sheldon Adelson
28.5
1
– 1
Less
0
Jeff Bezos
27.2
0
0
0
Larry Page
24.9
0
0
0
Sergey Brin
24.4
1
1
More
0
Forrest Mars Jr.
20.5
0
0
0
Jacqueline Mars
20.5
0
0
0
John Mars
20.5
0
0
0
Carl Icahn
20.3
1
1
More
0
George Soros
20
9
5
More
1
More
Mark Zuckerberg
19
1
1
More
0
Steve Ballmer
18
2
– 1
Less
0
Leonard Blavatnik
17.8
0
0
0
Abigail Johnson
17.2
0
0
0
Phil Knight
16.3
2
– 2
Less
0
Michael Dell
15.9
0
0
0
appendix 3 ( continued )
Net Worth
Taxation
Social Security
in $Billions
(as of Sept.
Index
2013)
Statements
Score
Direction
Statements
Direction
Paul Allen
15.8
0
0
0
Ronald Perelman
14
2
0
0
Donald Bren
14
0
0
0
Anne Cox
13.5
0
0
0
Chambers
Rupert Murdoch
13.4
3
– 2
Less
0
Ray Dalio
12.9
1
1
More
0
Charles Ergen
12.5
0
0
0
Harold Hamm
12.4
3
– 1
Less
0
James Simons
12
1
1
More
0
Laurene
11.7
0
0
0
Powell Jobs
Jack Taylor
10.4
0
0
0
John Paulson
10.4
0
0
0
Philip Anschutz
10.3
0
0
0
Richard Kinder
10.2
0
0
0
Harold Simmons
10
2
– 2
Less
0
George Kaiser
10
4
3
More
0
Andrew Beal
9.8
0
0
0
Steve Cohen
9.4
0
0
0
Edward
9.3
0
0
0
Johnson III
Patrick Soon-
9
0
0
0
Shiong
Samuel
8.9
0
0
0
Newhouse Jr.
Charles Butt
8.5
0
0
0
Pierre Omidyar
8.5
0
0
0
Eric Schmidt
8.3
4
1
More
0
Elaine Marshall
8.3
0
0
0
Hank & Doug
8.3
0
0
0
Meijer
Donald Newhouse
8.2
0
0
0
David Tepper
7.9
0
0
0
Stephen
7.7
5
– 2
Less
0
Schwarzman
Ralph Lauren
7.7
0
0
0
Leonard Lauder
7.6
0
0
0
John Menard Jr.
7.5
0
0
0
James Goodnight
7.2
0
0
0
Eli Broad
6.9
2
0
0
Richard DeVos
6.8
0
0
0
Jim Kennedy
6.7
0
0
0
Blair Parry- Okeden
6.7
0
0
0
John Malone
6.7
5
– 2
Less
1
No
stance
Elon Musk
6.7
1
1
More
0
Herbert Kohler Jr.
6.4
0
0
0
continues
appendix 3 ( continued )
Net Worth
Taxation
Social Security
in $Billions
(as of Sept.
Index
2013)
Statements
Score
Direction
Statements
Direction
Thomas Peterffy
6.4
1
– 1
Less
0
David Duffield
6.4
0
0
0
S. Truett Cathy
6
0
0
0
David Geffen
6
3
0
0
Micky Arison
5.9
0
0
0
Sumner Redstone
5.8
0
0
/> 0
Dennis
5.8
0
0
0
Washington
Leslie Wexner
5.7
0
0
0
Richard LeFrak
5.6
2
0
0
Ray Lee Hunt
5.6
0
0
0
Charles Johnson
5.6
0
0
0
Dannine Avara
5.5
0
0
0
Scott Duncan
5.5
0
0
0
Milane Frantz
5.5
0
0
0
Randa Williams
5.5
0
0
0
Rupert Johnson Jr.
5.5
0
0
0
Jeffrey Hildebrand
5.5
0
0
0
Ira Rennert
5.5
0
0
0
Stanley Kroenke
5.3
0
0
0
Dustin Moskovitz
5.2
0
0
0
Leon Black
5.2
1
1
More
0
Gayle Cook
5.2
0
0
0
Charles Schwab
5.1
0
0
0
Patrick McGovern
5.1
0
0
0
Jin Sook &
5
0
0
0
Do Won Chang
Thomas Frist Jr.
5
0
0
0
David Green
5
0
0
0
Robert Rowling
4.9
0
0
0
Stephen Ross
4.8
1
– 1
Less
0
Bruce Kovner
4.7
0
0
0
Ann Walton
4.7
0
0
0
Kroenke
Henry Kravis
4.7
2
– 1
Less
0
Gordon Moore
4.6
0
0
0
Daniel Ziff
4.6
0
0
0
Dirk Ziff
4.6
0
0
0
Note: Tax index score aggregates statements made about the five tax policy issues in our dataset, based on direc tion.
A positive point is given for each issue on which a subject advocates higher taxes, and a negative point is given for each issue on which a subject advocates lower taxes. The maximum score is 5 and the minimum is – 5.
ion
t
t
t
t
t
t
t
ions’ct
A
Direct
Suppor
Suppor
Suppor
Suppor
Suppor
Suppor
Suppor
continues
ents’
ion
t
t
t
t
t
t
riage
State m
Direct
Suppor
Suppor
Suppor
Suppor
Suppor
Suppor
Mar
Sex
Same-
No. of
Statements
0
2
0
0
3
0
0
0
0
11
0
1
0
1
0
0
0
0
0
2
0
0
0
0
ion
ions’ct
A
Billionaires and Stealth Politics Page 23
