Charles W. Boustany Jr. Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 12, 2008. Includes 15 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

-$27K

2008 annual disclosure

Total Assets

$81K - $215K

15 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

From PTR filings

Trade Volume

$965K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	-$27K
2009	$370K
2010	$466K
2011	$1.8M
2012	$40K
2013	$49K

Assets by Category

Bank & Cash$116K (3)

Stocks$33K (7)

Other$0 (2)

ETFs$0 (2)

LLC / Partnership$0 (1)

Top Stock Holdings (from trades)

J C Penney Co IncJCP

$75K

PIMCO High Yield Class DPHYDX

N/A

All Assets (15)

Asset	Type	Owner	Value	Income
Iberia Bank Account	Bank & Cash	Joint	$15,001 - $50,000	Interest $201 - $1,000
Congressional Federal Credit Union Account	Bank & Cash	Joint	$50,001 - $100,000	Interest $201 - $1,000
Congressional Federal Credit Union Money Market	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
JPMorgan Chase Stock(JPM)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
ExlService Holdings, Inc.(EXLS)	Stocks	Self	N/A	Dividends
S&P Energy Co.	Other	Self	N/A	Dividends
S&P Retail ETF(XRT)	ETFs	Self	N/A	Dividends
Phillips Marketing, LP	LLC / Partnership	Self	N/A	Other
JPMorgan Equity Premium Income ETF(JEPI)	ETFs	Self	N/A	Dividends
Qualcomm, Inc.(QCOM)	Stocks	Self	N/A	Dividends
Constellation Energy(CEG)	Stocks	Self	N/A	Dividends
Pan Wk	Other	Self	N/A	Dividends
National Fuel Gas(NFG)	Stocks	Self	N/A	Dividends
Marathon Petroleum(MPC)	Stocks	Self	N/A	Dividends
Service Corporation International(SCI)	Stocks	Self	N/A	Dividends

Liabilities (1)

Creditor	Type	Amount	Rate	Term
ServisFirst Bank, Lafayette, LA	line of credit	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

EnergyN/A

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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).