Charles W. Boustany Jr. Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 16, 2012. Includes 17 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$40K

2012 annual disclosure

Total Assets

$105K - $325K

17 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

From PTR filings

Trade Volume

$965K

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

Mutual Funds$183K (2)

Bank & Cash$24K (3)

Stocks$8K (6)

Other$0 (4)

Insurance$0 (2)

Top Stock Holdings (from trades)

J C Penney Co Inc

All Assets (17)

Asset	Type	Owner	Value	Income
Zions Bank Checking Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
American Funds (Illegible Specific Fund)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Zions Bank of Delaware, NA	mortgage	$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).