Bill Cassidy Net Worth & Financial Disclosure

senate

Annual financial disclosure for 2009, filed May 15, 2009. Includes 235 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$3M

2009 annual disclosure

Total Assets

$1.7M - $4.7M

235 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

207

From PTR filings

Trade Volume

$9.4M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2009	$3M
2010	$2.2M
2011	$2.9M
2011	$2.8M
2012	$2M
2013	$1M

Assets by Category

Retirement & Pension$1.2M (4)

Real Estate$750K (2)

Mutual Funds$554K (62)

Stocks$440K (145)

Other$254K (11)

Bank & Cash$19K (8)

Gov. Securities$9K (2)

Insurance$501 (1)

Top Stock Holdings (from trades)

All Assets (235)

Asset	Type	Owner	Value	Income
Louisiana Public Employees Deferred Compensation Plan IRA	Retirement & Pension	Spouse	$1,001 - $15,000	IRA $201 - $1,000
TIAA-CREF IRA	Retirement & Pension	Spouse	$250,001 - $500,000	IRA $5,001 - $15,000
TIAA-CREF IRA	Retirement & Pension	Spouse	$500,001 - $1,000,000	IRA $201 - $1,000
Citigroup Inc.(C)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
AGE Bank Deposit Program	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
MD Technologies	Stocks	Spouse	$1 - $1,000	None
FEDL Home Loan Mtg Corp	Gov. Securities	Spouse	$1,001 - $15,000	Bonds $1,001 - $2,500
Education IRA - Meg	Retirement & Pension	DC	$15,001 - $50,000	IRA
FEDL Natl Mtg Assn	Gov. Securities	Spouse	$1 - $1,000	Bonds $201 - $1,000
Green Tree Financial Co	Other	Spouse	$15,001 - $50,000	Bonds $2,501 - $5,000
MD Technologies Inc	Other	Spouse	N/A	Bonds
Green Tree Home	Other	Spouse	$15,001 - $50,000	Bonds $15,001 - $50,000
Green Tree Fin MFH	Other	Spouse	$1 - $1,000	Bonds $201 - $1,000
CWalletc	Other	Spouse	N/A	Bonds
Frontier Fund Unit	Mutual Funds	Spouse	$15,001 - $50,000	Other
Age Bank Deposit	Bank & Cash	Spouse	$1 - $1,000	INTEREST $1 - $200
Fedl Home Loan Mtg Corp	Bank & Cash	Spouse	$1 - $1,000	INTEREST $1 - $200
CWalletc	Bank & Cash	Spouse	$1 - $1,000	INTEREST $1 - $200
CWalletc	Bank & Cash	Spouse	$1 - $1,000	INTEREST $201 - $1,000
Fed Natl Mtg Assn(FNMA)	Stocks	Spouse	$1 - $1,000	Interest $1 - $200
Cash Balance	Bank & Cash	Joint	$1 - $1,000	Interest
Exxon Mobil Corp(XOM)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Green Tree Financial	Other	Joint	$1,001 - $15,000	Interest $1,001 - $2,500
John Hancock Life Insurance	Other	Joint	$50,001 - $100,000	Annuity
Exxon Mobil Corp(XOM)	Stocks	Joint	$1 - $1,000	Dividends $1 - $200
FPA Perennial FD Inc	Mutual Funds	Spouse	$1,001 - $15,000	Mutual Fund $1 - $200
First Eagle Funds	Mutual Funds	Spouse	$100,001 - $250,000	Mutual Funds $201 - $1,000
Hartford Mutual Funds	Mutual Funds	Spouse	$1,001 - $15,000	Mutual Funds $1 - $200
FPA Perennial Fund Inc	Mutual Funds	Spouse	$1 - $1,000	Capital Gains $1 - $200
FPA Perennial FD Inc	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
First Eagle Funds	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $5,001 - $15,000
First Eagle Funds	Mutual Funds	Spouse	$1 - $1,000	Dividends $201 - $1,000
Hartford Mutual Life	Insurance	Spouse	$1 - $1,000	Dividends $1 - $200
Calamos Inv TR New	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Capital Income Builder	Mutual Funds	Joint	$1,001 - $15,000	Dividends $201 - $1,000
First Eagle Funds	Mutual Funds	Joint	$50,001 - $100,000	Dividends $201 - $1,000
First Eagle Funds	Mutual Funds	Joint	$1,001 - $15,000	Capital Gains $2,501 - $5,000
Broussard House	Real Estate	Joint	$250,001 - $500,000	Rent $15,001 - $50,000
First Eagle Funds	Mutual Funds	Joint	$1 - $1,000	Dividends $201 - $1,000
Calamos Inv TR New	Mutual Funds	Joint	$1 - $1,000	Dividends $1 - $200
Alliance Bernstein	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Allianz Funds	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
American High Inc Tr	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Bond Fund of America	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Columbia Funds	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Delaware US Growth	Mutual Funds	Spouse	$1,001 - $15,000	None
Euro Pac Growth Fund	Mutual Funds	Spouse	$1,001 - $15,000	Mutual Funds $1 - $200
Goldman Sachs	Mutual Funds	Spouse	$1,001 - $15,000	Mutual Funds $1 - $200
Growth Fund Amer	Mutual Funds	Spouse	$15,001 - $50,000	Mutual Funds $1 - $200
Intermediate Bond Fd	Mutual Funds	Spouse	$1,001 - $15,000	Mutual Funds $201 - $1,000
InvestmentCo America	Mutual Funds	Spouse	$1,001 - $15,000	Mutual Funds $201 - $1,000
Lord Abbett Affiliated	Mutual Funds	Spouse	$1,001 - $15,000	Mutual Funds $1 - $200
New World F D Inc New	Mutual Funds	Spouse	$1,001 - $15,000	Mutual Funds $1 - $200
Pimco Fds Total	Mutual Funds	Spouse	$1,001 - $15,000	Mutual Funds $201 - $1,000
T Rowe Price Midcp Value	Mutual Funds	Spouse	$1,001 - $15,000	Mutual Funds $1 - $200
Washington Mutual Inv Fd	Mutual Funds	Spouse	$1,001 - $15,000	Mutual Funds $201 - $1,000
Smallcap World Fd Inc	Mutual Funds	Spouse	$1,001 - $15,000	Mutual Funds $1 - $200
American High Inc TR	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Intermediate Bond Fd	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Pimco Fds Total Return	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Goldman Sachs Tr Mid Cap	Mutual Funds	Spouse	$1 - $1,000	Capital Gains $201 - $1,000
Goldman Sachs Tr Mid Cap	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Pimco Fds Total Return	Mutual Funds	Spouse	$1 - $1,000	Capital Gains $201 - $1,000
Allianz Funds Multi	Mutual Funds	Spouse	$1 - $1,000	Capital Gains $1 - $200
T Rowe Price Mid Cap Value	Mutual Funds	Spouse	$1 - $1,000	Capital Gains $1 - $200
Columbia Funds Ser Tr	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
T Rowe Price MDCP Val / Investment Co America	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Allianz Funds Multi Manager Series	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Washington Mutual Fd	Mutual Funds	Spouse	$1 - $1,000	Capital Gains $1 - $200
Washington Mutual Fd	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Growth Fund America Inc	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
New World Fd Inc New	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Euro Pac Growth Fund	Mutual Funds	Spouse	$1 - $1,000	Dividends/Capital Gains $201 - $1,000
Bond Fund of America Inc	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Lord Abbett Affiliated	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
American High Inc	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Intermediate Bond Fd	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Jackson Nat'l Life Ins Co	Other	Spouse	$15,001 - $50,000	Annuity
First Eagle Funds	Mutual Funds	Spouse	$1,001 - $15,000	Mutual Funds $1 - $200
Hartford Mutual Fds Inc	Mutual Funds	Spouse	$1,001 - $15,000	Mutual Funds $1 - $200
Kelley Funds Inc Small Cap	Mutual Funds	Spouse	$1,001 - $15,000	Mutual Funds
First Eagle Funds	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Hartford Mut Fds Inc	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Age Bank Deposit Program	Bank & Cash	Spouse	$1 - $1,000	Cash, Money Fund & Bank Deposits
Franklin Value Invs	Mutual Funds	Spouse	$1,001 - $15,000	Mutual Funds $1 - $200
Franklin Value Invs	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Govt Obligations Fund Institutional Fund	Mutual Funds	Spouse	$1,001 - $15,000	Cash, Money Fund & Bank Deposits $1 - $200
Aflac Inc.(AFL)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
AT&T(T)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Air Products and Chemicals(APD)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Alexandria Real Estate(ARE)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Analog Devices Inc.(ADI)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Automatic Data Processing(ADP)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
BP PLC(BP)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Brown-Forman Corp(BF.B)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Chevron Corp(CVX)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Burlington Northern Santa Fe Corp	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Clorox Company(CLX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Colgate-Palmolive Company(CL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Commerce Bancshares(CBSH)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
ConocoPhillips(COP)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Corporate Office Properties(OFC)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
Eaton Vance Corp(EV)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
Emergen Corporation(EME)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
FPL Group Inc(NEE)	Stocks	Spouse	$1,001 - $15,000	Equity $1 - $200
General Mills(GIS)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
Harley Davidson Inc(HOG)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
Grainger WW Inc(GWW)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
Harris Corp Del(HRS)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
Illinois Tool Works Inc(ITW)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
International Business Machines(IBM)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
Johnson & Johnson(JNJ)	Stocks	Spouse	$1,001 - $15,000	Equity $1 - $200
Kimco Realty Corp(KIM)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
Lilly Eli & Company(LLY)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
MDU Resources Group(MDU)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
Marathon Oil Corp(MRO)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
McDonald's Corp(MCD)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
New Jersey Resources Corp(NJR)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Nordstrom Inc(JWN)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Norfolk Southern Corp(NSC)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Novartis AG(NVS)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Owens & Minor Inc(OMI)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Paychex Inc(PAYX)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
PepsiCo Inc(PEP)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Piedmont Natural Gas(PNY)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Polaris Industries(PII)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Praxair Inc(PX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble Company(PG)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
SCANA Corp New(SCG)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Sigma Aldrich Corp(SIAL)	Stocks	Spouse	$1,001 - $15,000	Equity $1 - $200
State Street Corp(STT)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
Sysco Corp(SYY)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
Target Corp(TGT)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
United Technologies Corp(UTX)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
Wal Mart Stores(WMT)	Stocks	Spouse	$1 - $1,000	Equity $1 - $200
Atlas Inc	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Commerce Bancshares Inc(CBSH)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
ConocoPhillips(COP)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Emergen Corporation	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Grainger WW Inc(GWW)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Harris Corp Del(HRS)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
BP PLC(BP)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Chevron Corp(CVX)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
International Business Machines Corp(IBM)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Lilly Eli & Company(LLY)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Marathon Oil Corp(MRO)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Norfolk Southern Corp(NSC)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Target Corp(TGT)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
United Technologies Corp(UTX)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
3M Company(MMM)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
FPL Group Inc(NEE)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
McDonalds Corp(MCD)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Nordstrom Inc(JWN)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Praxair Inc(PX)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Sigma Aldrich Corp(SIAL)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Analog Devices Inc(ADI)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Harley Davidson Inc(HOG)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Owens & Minor Inc(OMI)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Govt Obligations Fund	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Govt Obligations Fund	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Cash, Money Fund, Bank Deposits	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Nabors Industries Ltd(NBR)	Stocks	Spouse	$1,001 - $15,000	None
Alcoa Inc(AA)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Alliant Energy Corp(LNT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
American Express Company(AXP)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Annaly Capital Management Inc(NLY)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Barrick Gold Corp(GOLD)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Cadbury PLC Sponsored	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Chevron Corp(CVX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Chubb Corp(CB)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Cimarex Energy Company(XEC)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
ConocoPhillips(COP)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Dell Inc(DELL)	Stocks	Spouse	$1,001 - $15,000	None
Diageo PLC New(DEO)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Dr Pepper Snapple Group Inc(DPS)	Stocks	Spouse	$1,001 - $15,000	None
Duke Realty Corp New(DRE)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Ebay Inc(EBAY)	Stocks	Spouse	$1,001 - $15,000	None
Hershey Company(HSY)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
IMS Health Inc(IMS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Intuit Inc(INTU)	Stocks	Spouse	$1,001 - $15,000	None
KeyCorp New(KEY)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Kimberly-Clark Corp(KMB)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Lilly Eli & Company(LLY)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Medtronic Inc(MDT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corp(MSFT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Molson Coors Brewing(TAP)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Newmont Mining Corp(NEM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Northrop Grumman Corp(NOC)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Pepsico(PEP)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Petro-CDA	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Quest Diagnostics(DGX)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
SLM Corp(SLM)	Stocks	Spouse	$1,001 - $15,000	None
Sigma Aldrich Corp(SIAL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Target Corp(TGT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Torchmark Corporation(TMK)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Travelers Companies Inc(TRV)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Unilever N V(UL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications(VZ)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Wal Mart Stores Inc(WMT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Aflac Inc.(AFL)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Cimarex Energy Company(XEC)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
ConocoPhillips(COP)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
NTT Docomo Inc.(DCM)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Unilever NV(UN)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
IMS Health Inc.(IMS)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Chevron Corp(CVX)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Eli Lilly and Company(LLY)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Target Corp(TGT)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Microsoft Corp(MSFT)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Barrick Gold Corp(GOLD)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Hershey Company(HSY)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
KeyCorp(KEY)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Molson Coors Brewing Company(TAP)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Northrop Grumman Corp(NOC)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Sigma Aldrich Corp(SIAL)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Newmont Mining Corp(NEM)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Travelers Companies Inc(TRV)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Govt Obligations Fund	Mutual Funds	Spouse	$1 - $1,000	Dividends $1 - $200
Alfac Inc(AFL)	Stocks	Spouse	$1 - $1,000	Capital Gains $201 - $1,000
Consolidated Edison Inc(ED)	Stocks	Spouse	$1 - $1,000	Capital Gains $1 - $200
NTT Docomo Inc(DCM)	Stocks	Spouse	$1 - $1,000	Capital Gains $201 - $1,000
Nabors Industries(NBR)	Stocks	Spouse	$1 - $1,000	Capital Gains $201 - $1,000
Parfume	Stocks	Spouse	$1 - $1,000	Capital Gains $201 - $1,000
Anheuser Busch Companies(BUD)	Stocks	Spouse	$1,001 - $15,000	Capital Gains $1,001 - $2,500
4051 Brousard, Baton Rouge, LA Baton Rouge, LA, US	Real Estate	Spouse	$250,001 - $500,000	None
Cadbury PLC Sponsored(CBY)	Stocks	Spouse	$1 - $1,000	Capital Gains $1 - $200
Cimax Energy Company	Stocks	Spouse	$1 - $1,000	Capital Gains $201 - $1,000
Quest Diagnostics(DGX)	Stocks	Spouse	$1 - $1,000	Capital Gains $1 - $200
Symantec Corp(SYMC)	Stocks	Spouse	$1 - $1,000	Capital Gains $201 - $1,000
US Bancorp DE New(USB)	Stocks	Spouse	$1 - $1,000	Capital Gains $1 - $200
Wal Mart(WMT)	Stocks	Spouse	$1 - $1,000	Capital Gains $201 - $1,000
MSMP - Will	Other	DC	$15,001 - $50,000	Education Fund
MSMP - Kate	Other	DC	$1,001 - $15,000	Education Fund
MSMP - Meg	Other	DC	$15,001 - $50,000	Education Fund

Liabilities (1)

Creditor	Type	Amount	Rate	Term
JP Morgan	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Technology$40K

Basic Materials$32K

IndustrialsN/A

Healthcare$24K

UtilitiesN/A

Consumer Cyclical$16K

Energy$32K

Communication Services$16K

Banking$16K

Financial Services$24K

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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).