Alan Nunnelee Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 11, 2011. Includes 11 assets.

Year:

2013 2012 2011

Est. Net Worth

$1.3M

2011 annual disclosure

Total Assets

$849K - $1.8M

11 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

LLC / Partnership$1.2M (3)

Retirement & Pension$140K (4)

Mutual Funds$32K (4)

All Assets (11)

Asset	Type	Owner	Value	Income
Allied Funeral Holdings	LLC / Partnership	Joint	$250,001 - $500,000	Dividends $2,501 - $5,000
Allied Funeral Insurance Agency PA	LLC / Partnership	Joint	$500,001 - $1,000,000	Dividends $201 - $1,000
Allied Funeral Associates Inc.	LLC / Partnership	Joint	$15,001 - $50,000	Dividends
Mississippi Public Employees Retirement System	Retirement & Pension	Self	$50,001 - $100,000	None
Mississippi Supplemental Legislative Retirement Plan	Retirement & Pension	Self	$15,001 - $50,000	None
Mississippi Deferred Compensation Plan - MS Senate	Retirement & Pension	Self	N/A	None
Black Rock Equity	Mutual Funds	Spouse	$1,001 - $15,000	None
Fayez Sarofim	Mutual Funds	Spouse	$1,001 - $15,000	None
Boston Co. Mid-Cap	Mutual Funds	Spouse	$1,001 - $15,000	None
Fidelity Diversified	Mutual Funds	Spouse	$1,001 - $15,000	None
Mississippi Public Employees Retirement System	Retirement & Pension	Spouse	$15,001 - $50,000	None

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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).