Charles W. Boustany Jr. Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 13, 2011. Includes 30 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$1.8M

2011 annual disclosure

Total Assets

$1.3M - $2.3M

30 assets

Total Liabilities

0 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

Retirement & Pension$925K (2)

Mutual Funds$464K (15)

Bank & Cash$248K (4)

Stocks$107K (5)

LLC / Partnership$16K (2)

Insurance$16K (2)

Top Stock Holdings (from trades)

J C Penney Co IncJCP

$75K

PIMCO High Yield Class DPHYDX

N/A

All Assets (30)

Asset	Type	Owner	Value	Income
TD Ameritrade Checking Account	Bank & Cash	Joint	$15,001 - $50,000	None
Raymond James Account	Bank & Cash	Joint	$100,001 - $250,000	Dividends; Capital Gains $1,001 - $2,500
Household Federal Credit Union Savings Account	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
JPMorgan Chase Common Stock(JPM)	Stocks	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Hilltop Energy Co.	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Kinder Morgan(KMI)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Bapko LP	LLC / Partnership	Spouse	$1,001 - $15,000	Dividends $1 - $200
Plains All American LP(PAA)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Plains Marketing LP	LLC / Partnership	Spouse	$1,001 - $15,000	Dividends $1 - $200
Pembina Pipeline Corp(PBA)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
National Financial Services Cash Account	Bank & Cash	Joint	$15,001 - $50,000	Interest $201 - $1,000
Charles Schwab Jr IRA	Retirement & Pension	Joint	$100,001 - $250,000	None
IRA - American Funds Investment Series (See Attachment A)	Retirement & Pension	Joint	$500,001 - $1,000,000	None
MetLife Whole Life Insurance Policy	Insurance	Spouse	$1,001 - $15,000	None
MetLife Whole Life Insurance Policy	Insurance	Spouse	$1,001 - $15,000	None
AQR FDS DIVERSF ARBITG I(ADAIX)	Mutual Funds	Self	$11,212 - $11,212	None
Arbitrage Fund (THE) - Retail(ARBFX)	Mutual Funds	Self	$11,002 - $11,002	None
Clipper Fund(CFIMX)	Mutual Funds	Self	$24,051 - $24,051	None
FMI Large Cap Fund(FMIHX)	Mutual Funds	Self	$29,468 - $29,468	None
Harbor Capital Appreciation(HCAIX)	Mutual Funds	Self	$24,398 - $24,398	None
Harbor International Inv(HAINX)	Mutual Funds	Self	$19,033 - $19,033	None
Loomis Sayles Bond Fund Retail Class(LSBRX)	Mutual Funds	Self	$48,358 - $48,358	None
Oakmark Fund (THE) I(OAKMX)	Mutual Funds	Self	$20,286 - $20,286	None
Oakmark Global Select Fund Class I(OAKWX)	Mutual Funds	Self	$29,105 - $29,105	None
PIMCO FDS Emerging Local Bond D(PLBDX)	Mutual Funds	Self	$45,434 - $45,434	None
PIMCO FDS Unconstrained Bond D(PUBDX)	Mutual Funds	Self	$73,987 - $73,987	None
PIMCO Total Return D(PTTDX)	Mutual Funds	Self	$72,885 - $72,885	None
Prime Fund Capital Reserves Class I(FPRXX)	Mutual Funds	Self	$10,550 - $10,550	None
Thornburg International Value A(TGIVX)	Mutual Funds	Self	$19,588 - $19,588	None
Touchstone Sands Capital Select Growth(PTSAX)	Mutual Funds	Self	$24,901 - $24,901	None

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).