Doug Ose Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed October 14, 2013. Includes 100 assets.

Year:

2013

Est. Net Worth

$1.7M

2013 annual disclosure

Total Assets

$776K - $2.7M

100 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Stocks$1.4M (83)

ETFs$350K (4)

Real Estate$0 (3)

LLC / Partnership$0 (3)

Other$0 (2)

Bank & Cash$0 (4)

Mutual Funds$0 (1)

All Assets (100)

Asset	Type	Owner	Value	Income
AT&T Inc.(T)	Stocks	Self	$1,001 - $15,000	Dividends
ACE Limited(ACE)	Stocks	Self	$1,001 - $15,000	Dividends
American Express Company(AXP)	Stocks	Self	$1,001 - $15,000	Dividends
Ameriprise Financial, Inc.(AMP)	Stocks	Self	$1,001 - $15,000	Dividends
Ameren Corporation(AEE)	Stocks	Self	$1,001 - $15,000	Dividends
Atmos Energy Corporation(ATO)	Stocks	Self	$1,001 - $15,000	Dividends
Air Products and Chemicals, Inc.(APD)	Stocks	Self	$1,001 - $15,000	Dividends
Bank of America Corporation(BAC)	Stocks	Self	$1,001 - $15,000	Dividends
BlackRock, Inc.(BLK)	Stocks	Self	$1,001 - $15,000	Dividends
Bristol-Myers Squibb Company(BMY)	Stocks	Self	$1,001 - $15,000	Dividends
Chevron Corporation(CVX)	Stocks	Self	$1,001 - $15,000	Dividends
The Clorox Company(CLX)	Stocks	Self	$1,001 - $15,000	Dividends
UnitedHealth Group Incorporated(UNH)	Stocks	Self	$1,001 - $15,000	Dividends
CAG(CAG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
LOP(LOP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
KMI(KMI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
BSI(BSI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
DHR(DHR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
ERX(ERX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
XOM(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
F(F)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AIG(AIG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
HFC(HFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
HD(HD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
IP(IP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
IBA(IBA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
International Business Machines Corp.(IBM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Kimberly-Clark Corp.(KMB)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Eli Lilly and Company(LLY)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
McDonald's Corporation(MCD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Nike, Inc.(NKE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Medtronic plc(MDT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Merck & Co., Inc.(MRK)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Microsoft Corporation(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Oracle Corporation(ORCL)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
PepsiCo, Inc.(PEP)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Pfizer Inc.(PFE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Procter & Gamble Company(PG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Sony Corp.(SONY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
The Travelers Companies, Inc.(TRV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Bancorp(USB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Union Pacific Corporation(UNP)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
United Technologies Corporation(UTX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Valero Energy Corporation(VLO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications Inc.(VZ)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Walmart Inc.(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo & Company(WFC)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Abbott Laboratories(ABT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AbbVie Inc.(ABBV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
The Charles Schwab Corporation(SCHW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
LL Flooring Holdings, Inc.(LL)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Express Scripts Holding Company(ESRX)	Stocks	Self	N/A	Dividends
General Electric Company(GE)	Stocks	Self	N/A	Dividends
Goldman Sachs Group, Inc.(GS)	Stocks	Self	N/A	Dividends
Home Depot, Inc.(HD)	Stocks	Self	N/A	Dividends
JPMorgan Chase & Co.(JPM)	Stocks	Self	N/A	Dividends
FlexShares Real Assets Allocation Index Fund(ASET)	ETFs	Self	N/A	Dividends
Oracle Corporation(ORCL)	Stocks	Self	N/A	Dividends
Pfizer Inc.(PFE)	Stocks	Self	N/A	Dividends
QUALCOMM Incorporated(QCOM)	Stocks	Self	N/A	Dividends
iRobot Corporation(IRBT)	Stocks	Self	N/A	Dividends
The Travelers Companies, Inc.(TRV)	Stocks	Self	N/A	Dividends
Vanguard Health Care ETF(VHT)	ETFs	Self	N/A	Dividends
WisdomTree U.S. SmallCap Dividend Fund(DEZ)	ETFs	Joint	$100,001 - $250,000	Dividends $201 - $1,000
iShares U.S. Medical Devices ETF(IHI)	ETFs	Joint	$100,001 - $250,000	Dividends $201 - $1,000
EPR Properties(EPR)	Stocks	Joint	$100,001 - $250,000	Dividends $201 - $1,000
Kimbell Royalty Partners(KRP)	Stocks	Joint	$100,001 - $250,000	Dividends $201 - $1,000
MAP	Stocks	Joint	$50,001 - $100,000	Dividends $201 - $1,000
WAL-CALS	Stocks	Joint	$15,001 - $50,000	Dividends $1 - $200
Sony(SNE)	Stocks	Joint	$15,001 - $50,000	Dividends $1 - $200
Bank of America(BAC)	Stocks	Joint	$15,001 - $50,000	Dividends $1 - $200
McClatchy Company(MNI)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Bank of America(BAC)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Ford Motor Company(F)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
WMI	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
ABB Ltd.(ABB)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Agilent Technologies(A)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Bank of America Corporation(BAC)	Stocks	Self	N/A	Dividends
Danaher Corporation(DHR)	Stocks	Self	N/A	Dividends
Encompass Health Corporation(EHC)	Stocks	Self	N/A	Dividends
Live Nation Entertainment, Inc.(LYV)	Stocks	Self	N/A	Dividends
Abbott Laboratories(ABT)	Stocks	Self	N/A	Dividends
CEMEX, S.A.B. de C.V.(CX)	Stocks	Self	N/A	Dividends
General Electric Company(GE)	Stocks	Self	N/A	Dividends
Kohl's Corporation(KSS)	Stocks	Self	N/A	Dividends
eBay Inc.(EBAY)	Stocks	Self	N/A	Dividends
Oz Properties No. 1	Real Estate	Self	N/A	Rent
Oz Properties No. 3	Real Estate	Self	N/A	Rent
Oz Properties No. 4	Real Estate	Self	N/A	Rent
Long Rd LP	LLC / Partnership	Self	N/A	None
LAND The 33x Properties LLC	LLC / Partnership	Self	N/A	None
Miller Investments Inc	Other	Self	N/A	None
JT Schantzwood LLC	LLC / Partnership	Joint	N/A	None
Johnson Stocks	Other	Self	N/A	Dividends
Wells Fargo Bank	Bank & Cash	Self	N/A	Interest
Ameris Bank	Bank & Cash	Self	N/A	Interest
Branch Banking	Bank & Cash	Self	N/A	Interest
SAFE Co. Union	Bank & Cash	Self	N/A	Interest
SML	Mutual Funds	Spouse	N/A	Dividends

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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).