Denny Heck Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 23, 2012. Includes 75 assets and 1 liabilities.

Year:

2013 2012

Est. Net Worth

$959K

2012 annual disclosure

Total Assets

$598K - $2.1M

75 assets

Total Liabilities

$250K - $500K

1 liabilities

Total Trades

From PTR filings

Trade Volume

$434K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$959K
2013	$2.6M

Assets by Category

Stocks$403K (35)

Retirement & Pension$375K (1)

Real Estate$240K (6)

Gov. Securities$112K (14)

LLC / Partnership$83K (8)

Other$49K (5)

Mutual Funds$41K (2)

Bank & Cash$24K (3)

ETFs$8K (1)

Top Stock Holdings (from trades)

Verizon Communications Inc.VZ

$75K

Microsoft CorporationMSFT

Bristol-Myers Squibb CompanyBMY

$33K

The Walt Disney CompanyDIS

$33K

Alphabet Inc.GOOGL

$33K

All Assets (75)

Asset	Type	Owner	Value	Income
Seaspan Corp. US Stock(SSW)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Chevron Corp Stock(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Costco Stock(COST)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Enphase Stock(ENPH)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
General Electric Stock(GE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
GlaxoSmithKline Stock(GSK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Heritage Financial	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $1,000
Kimberly-Clark Corp.(KMB)	Stocks	Joint	$1,001 - $15,000	Dividends $1,001 - $2,500
NuStar Energy L.P.(NS)	Stocks	Joint	$15,001 - $50,000	Dividends $2,501 - $5,000
RealNetworks Inc.(RNWK)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Xerox Holdings Corporation(XRX)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Washington State College Savings WA, US	Other	Joint	$15,001 - $50,000	Interest $201 - $1,000
Washington State Bonds WA, US	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
Wachovia Bank Account	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Navistar International Bonds	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
AT&T Inc. Bonds	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
Household Finance Bonds	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
Houston Revenue Bonds Houston, TX, US	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
Seattle School District Bonds Seattle, WA, US	Gov. Securities	Joint	$1,001 - $15,000	Interest $201 - $1,000
Republic Transport	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Boeing Company(BA)	Stocks	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
Yakima School	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $1,000
Seattle Credit Union Seattle, WA, US	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $1,000
Harris & Co. Bonds	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $1,000
Portney Holdings	LLC / Partnership	Self	$1,001 - $15,000	None
Liberty Lake Lots Liberty Lake, Spokane, WA, US	Real Estate	Self	$15,001 - $50,000	None
40 N. Molter Rd Liberty Lake, WA, US	Real Estate	Self	$100,001 - $250,000	None
NVN Web Banking	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $1,000
JP Morgan Bonds	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $1,000
Eagle River Bonds	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $1,000
Real Estate Contract	Real Estate	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Reston Bonds	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $1,000
Victor LLC - Self-Directed Trust	LLC / Partnership	Self	$50,001 - $100,000	None
Bristol-Myers Squibb Stock(BMY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Duke Energy Stock(DUK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
General Electric Stock(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Spectrum Stock(CHTR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
JPMorgan Chase & Co. Stock(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Unilever PLC(UL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Zimmer Biomet Holdings Inc.(ZBH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Skagit Public Hospital District Bonds Skagit County, WA, US	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Washington State Bonds WA, US	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Port of Seattle Bonds Seattle, WA, US	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
AT&T Bonds	Other	Self	$1,001 - $15,000	Interest $1 - $200
Alaska Air Group Inc.(ALK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Inc.(BRK.B)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Delta Air Lines Inc.(DAL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Atlas Air Worldwide Holdings Inc.(AAWW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Air Lease Corporation Bonds	Other	Self	$1,001 - $15,000	Interest $1 - $200
Cheniere Energy Inc.(LNG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Dennis Heck - Super Simple 401(k)	Retirement & Pension	Self	$250,001 - $500,000	None
Citigroup Inc.(C)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Comcast Corporation(CMCSA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble Co. Stock(PG)	Stocks	Joint	$15,001 - $50,000	Dividends
Starbucks Corp. Stock(SBUX)	Stocks	Joint	$15,001 - $50,000	Dividends
Vale S.A. ADR(VALE)	Stocks	Joint	$15,001 - $50,000	Dividends
Vodafone Group Plc Stock(VOD)	Stocks	Joint	$15,001 - $50,000	Dividends
Guggenheim Strategic Opportunities Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends
PowerShares India Portfolio(PIN)	ETFs	Joint	$1,001 - $15,000	Dividends
First Eagle Gold Fund	Mutual Funds	Joint	$15,001 - $50,000	Dividends
Loan to Donny Heck	Other	Self	N/A	None
Bull Run Development LLC	LLC / Partnership	Self	N/A	Other
Interstate Learning Inc.	Stocks	Self	N/A	None
Yellott's Pharmacy	Stocks	Self	N/A	None
Digital Efficiency Inc.	Stocks	Self	N/A	None
Galaxy Taxidermy	Other	Self	N/A	Other
Carroll Hunting Partnership Interest	LLC / Partnership	Self	N/A	Other
Bow Development LLC	LLC / Partnership	Self	N/A	Other
720 Ventures JV	LLC / Partnership	Self	N/A	Other
Yellott's SW Hunting Lease	Real Estate	Self	N/A	Rent
Halfway Creek and Battling Branch	Real Estate	Self	N/A	None
Elkland Estates	Real Estate	Self	N/A	None
Bruington & Orin LLC Partnership Interest	LLC / Partnership	Self	N/A	Other
Patrick Holdings LLC (Managed by JOT Investments)	LLC / Partnership	Self	N/A	Other

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Wa. Employees Credit Union	other	$250,001 - $500,000	—	—

Trading Sector Allocation (from PTR trades)

Industrials$41K

Banking$8K

Communication Services$108K

Financial Services$8K

Basic Materials$8K

Healthcare$65K

Energy$8K

Consumer Cyclical$8K

Technology$65K

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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).