CHARLIE MELANCON Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 37 assets.

Year:

2010 2009 2008

Est. Net Worth

$465K

2010 annual disclosure

Total Assets

$280K - $650K

37 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$456K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2010	$197K
2010	$465K

Assets by Category

Mutual Funds$290K (15)

Retirement & Pension$175K (1)

Bank & Cash$0 (7)

Gov. Securities$0 (3)

Other$0 (1)

Stocks$0 (9)

Real Estate$0 (1)

Top Stock Holdings (from trades)

All Assets (37)

Asset	Type	Owner	Value	Income
Capital One Bank - Savings	Bank & Cash	Joint	N/A	Interest
Capital One Bank - MMDA	Bank & Cash	Joint	N/A	Interest
Gulf Coast Bank	Bank & Cash	Joint	N/A	Interest
Whitney National Bank Deposit Account	Bank & Cash	Joint	N/A	Interest
Whitney National Bank	Bank & Cash	Joint	N/A	Interest
Regions Bank	Bank & Cash	Joint	N/A	Interest
Teche Federal Bank	Bank & Cash	Joint	N/A	Interest
Terrebonne Parish Consolidated Government Bond Terrebonne Parish, LA, US	Gov. Securities	Joint	N/A	Interest
Terrebonne Parish School Board Terrebonne Parish, LA, US	Gov. Securities	Joint	N/A	Interest
Louisiana Land Corporation BE Louisiana, US	Other	Joint	N/A	Other
Entergy LA Inc(ETR)	Stocks	Joint	N/A	Dividends
American Capital Ltd	Stocks	Joint	N/A	Dividends
American Capital Ltd	Stocks	Joint	N/A	Dividends
CD Bunkers Inc	Stocks	Joint	N/A	None
CD Bunkers North America	Stocks	Joint	N/A	None
Lafayette Consolidated Government Lafayette, LA, US	Gov. Securities	Joint	N/A	Interest
Legg Mason Investment Grade Bond Fund	Mutual Funds	Joint	N/A	Dividends
Morgan Keegan Select Fund	Mutual Funds	Joint	N/A	Dividends
Franklin Income Custodial Fund	Mutual Funds	Joint	N/A	Dividends
Franklin Income Fund	Mutual Funds	Joint	N/A	Dividends
Templeton Growth Fund	Mutual Funds	Joint	N/A	Dividends
Templeton World Fund	Mutual Funds	Joint	N/A	Dividends
Franklin Small Cap Growth Fund	Mutual Funds	Joint	N/A	Dividends
Franklin Mutual Shares Fund	Mutual Funds	Joint	N/A	Dividends
Fidelity Advisor Dividend Growth	Mutual Funds	Joint	N/A	Dividends
Invesco Growth Fund	Mutual Funds	Joint	N/A	Dividends
Republic Group Companies	Stocks	Joint	N/A	Dividends
Pfizer Inc(PFE)	Stocks	Joint	N/A	Dividends
AT&T Inc(T)	Stocks	Joint	N/A	Dividends
Rite Aid Corp(RAD)	Stocks	Joint	N/A	None
JR Rental - Mini Storage Napoleonville, LA, US	Real Estate	Joint	N/A	Rent
George Putnam Fund of Boston	Mutual Funds	Self	$50,001 - $100,000	Dividends; Capital Gains $201 - $1,000
Putnam Equity Income Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends; Capital Gains $201 - $1,000
Franklin Income Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends; Capital Gains $1,001 - $2,500
Putnam Growth Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends; Capital Gains $201 - $1,000
Putnam Income Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends; Capital Gains $1 - $200
LA Public Employees Deferred Comp	Retirement & Pension	Self	$100,001 - $250,000	Other Type of Income $5,001 - $15,000

Trading Sector Allocation (from PTR trades)

Industrials$8K

Utilities$8K

Technology$8K

CHARLIE MELANCON trades Wealthiest members Most active traders LA delegation Articles

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).