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 2008

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

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$183K (2)

Bank & Cash$24K (3)

Stocks$8K (6)

Other$0 (4)

Insurance$0 (2)

Top Stock Holdings (from trades)

J C Penney Co IncJCP

$75K

PIMCO High Yield Class DPHYDX

N/A

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
Merrill Lynch Account	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
American Funds (Illegible Specific Fund)	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Warren Savings Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
JPMorgan Chase Common Stock(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Hilcorp Energy	Other	Self	N/A	Other
Enterprise Products(EPD)	Stocks	Self	N/A	Other
ONEOK, Inc.(OKE)	Stocks	Self	N/A	Other
Phillips 66(PSX)	Stocks	Self	N/A	Other
EOG Resources, Inc.(EOG)	Stocks	Self	N/A	Other
Apache Energy Corp	Other	Self	N/A	Capital Gains
National Financial Services LLC	Other	Self	N/A	Interest
Charles Schwab & Co., Inc.(SCHW)	Stocks	Self	N/A	Capital Gains
National Financial Services LLC	Other	Self	N/A	Interest
MetLife Insurance Co. Whole Life Insurance Policy	Insurance	Self	N/A	Dividends
MetLife Insurance Co. Whole Life Insurance Policy	Insurance	Self	N/A	Dividends

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).