Charles W. Boustany Jr. Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 31 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$370K

2009 annual disclosure

Total Assets

$346K - $459K

31 assets

Total Liabilities

$15K - $50K

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

Mutual Funds$279K (15)

Stocks$75K (2)

Bank & Cash$49K (4)

Other$0 (8)

LLC / Partnership$0 (1)

Real Estate$0 (1)

Top Stock Holdings (from trades)

J C Penney Co IncJCP

$75K

PIMCO High Yield Class DPHYDX

N/A

All Assets (31)

Asset	Type	Owner	Value	Income
JT Bank Checking Account	Bank & Cash	Joint	$15,001 - $50,000	None
Congressional Federal Credit Union Account	Bank & Cash	Self	$1,001 - $15,000	None
Mullen Savings Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
J P Morgan Chase Stock(JPM)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Family Trust	Other	Spouse	N/A	None
Hilltop Marketing Co	Other	Spouse	N/A	None
Capital Marketing	Other	Spouse	N/A	None
Belco	Other	Spouse	N/A	None
SE USA Printing Inc	Other	Spouse	N/A	None
JT Conrad W Western Inv Co	LLC / Partnership	Spouse	N/A	None
Professional Medical Products, Inc	Other	Spouse	N/A	None
Suntrust Bank	Bank & Cash	Spouse	N/A	None
Apex Financial	Other	Spouse	N/A	None
Mercedes Financial	Other	Spouse	N/A	None
LA Apartment A	Real Estate	Spouse	N/A	None
JT National Financial Services Corp Stock	Stocks	Spouse	N/A	None
Dreyfus Small Cap Stock Index	Mutual Funds	Self	$9,460 - $9,460	Dividends/Capital Gains $148 - $148
FMI Large Cap Fund	Mutual Funds	Self	$28,734 - $28,734	Dividends $322 - $322
Harbor International Investor Shares	Mutual Funds	Self	$16,565 - $16,565	Dividends $240 - $240
Harbor Capital Appreciation Institutional	Mutual Funds	Self	$16,104 - $16,104	Dividends $22 - $22
Oakmark Fund I	Mutual Funds	Self	$30,800 - $30,800	Dividends/Capital Gains $1,161 - $1,161
Oakmark Global Select Fund Class I	Mutual Funds	Self	$32,549 - $32,549	Dividends $1,660 - $1,660
Loomis Sayles Bond Retail Shares	Mutual Funds	Self	$17,563 - $17,563	Dividends/Capital Gains $1,554 - $1,554
Prime Fund Capital Reserves Class	Mutual Funds	Self	$5,470 - $5,470	Dividends $426 - $426
PIMCO Commodity Real Return Strategy D	Mutual Funds	Self	Not disclosed	Dividends $170 - $170
PIMCO Developing Local Markets D	Mutual Funds	Self	Not disclosed	Dividends $736 - $736
PIMCO High Yield Class D	Mutual Funds	Self	$15,747 - $15,747	Dividends Not disclosed
PIMCO Total Return Class D	Mutual Funds	Self	$47,697 - $47,697	Dividends/Capital Gains $1,327 - $1,327
T Rowe Price High Yield Advisor Class	Mutual Funds	Self	$15,767 - $15,767	Dividends $195 - $195
Thornburg International Value Class A	Mutual Funds	Self	$16,223 - $16,223	Dividends $246 - $246
Touchstone Sands Capital Select Growth Z	Mutual Funds	Self	$26,497 - $26,497	Dividends Not disclosed

Liabilities (1)

Creditor	Type	Amount	Rate	Term
TD Bank, Lafayette, LA	line of credit	$15,001 - $50,000	—	—

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).