Evan H. Jenkins Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed October 30, 2013. Includes 61 assets.

Year:

2013

Est. Net Worth

$1M

2013 annual disclosure

Total Assets

$598K - $1.5M

61 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Stocks$740K (20)

Mutual Funds$204K (22)

LLC / Partnership$75K (1)

Bank & Cash$17K (11)

Gov. Securities$501 (4)

Retirement & Pension$0 (1)

Insurance$0 (1)

Real Estate$0 (1)

All Assets (61)

Asset	Type	Owner	Value	Income
Morgan Stanley Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Allstate Corp Stock(ALL)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Bank of America Stock(BAC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Citigroup Inc Stock(C)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
City Holding Co Stock(CHCO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
General Electric Co Stock(GE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
IBM Corp. Stock(IBM)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
JPMorgan Chase Stock(JPM)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Procter & Gamble Stock(PG)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Travelers Co. Stock(TRV)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Wells Fargo & Co. Stock(WFC)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
NextEra Energy Stock(NEE)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
American Express Stock(AXP)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Chevron Corp Stock(CVX)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Coca-Cola Co Stock(KO)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Chevron Phillips Chemical Co LLC	LLC / Partnership	Self	$50,001 - $100,000	Dividends $1 - $200
Dreyfus Regular Account	Bank & Cash	Self	$1,001 - $15,000	None
Templeton Global Bond Fund	Mutual Funds	Self	$50,001 - $100,000	None
Longleaf Partners Fund	Mutual Funds	Self	$15,001 - $50,000	None
Longleaf Small Cap Fund	Mutual Funds	Self	$1,001 - $15,000	None
Washington Mutual Investors Fund	Mutual Funds	Self	$1,001 - $15,000	None
American Growth Fund	Mutual Funds	Self	$1,001 - $15,000	None
American Capital World Growth and Income Fund	Mutual Funds	Self	$1,001 - $15,000	None
American EuroPacific Growth Fund	Mutual Funds	Self	$1,001 - $15,000	None
Baird Small Cap Fund	Mutual Funds	Self	$1,001 - $15,000	None
Calvert Income Fund	Mutual Funds	Self	$1,001 - $15,000	None
Fidelity Managed Income Fund	Mutual Funds	Self	$1,001 - $15,000	None
Oakmark Equity & Income Fund	Mutual Funds	Self	$1,001 - $15,000	None
Oakmark International Fund	Mutual Funds	Self	$1,001 - $15,000	None
Dodge & Cox Stock Fund	Mutual Funds	Self	$1,001 - $15,000	None
Templeton Growth Fund	Mutual Funds	Self	$1,001 - $15,000	None
Cash in Savings & Loan	Bank & Cash	Self	$1 - $1,000	None
U.S. Treasury Notes	Gov. Securities	Self	$1 - $1,000	None
Fidelity IRA Money Market Account	Retirement & Pension	Self	N/A	Interest
MFS Investment Government Securities	Gov. Securities	Self	N/A	Interest
MFS Investment Utilities	Mutual Funds	Self	N/A	Dividends
Merrill Lynch Federal Fund	Mutual Funds	Self	N/A	Interest
Morgan Stanley Bank Account	Bank & Cash	Self	N/A	Interest
PNC Bank Account	Bank & Cash	Self	N/A	Interest
Wellspring Stock Account	Stocks	Self	N/A	Dividends
Progressive Corporation(PGR)	Stocks	Self	N/A	Dividends
Coca-Cola Company(KO)	Stocks	Self	N/A	Dividends
Procter & Gamble Co.(PG)	Stocks	Self	N/A	Dividends
Target Corporation(TGT)	Stocks	Self	N/A	Dividends
Walmart Inc.(WMT)	Stocks	Self	N/A	Dividends
Thrivent Mutual Fund	Mutual Funds	Self	N/A	Dividends
RB&T Investment Deposit	Bank & Cash	Self	N/A	Interest
RB&T Checking Account	Bank & Cash	Self	N/A	Interest
T. Rowe Price Retirement 2030 Fund	Mutual Funds	Self	N/A	Dividends
Northern Trust Account	Bank & Cash	Self	N/A	Interest
New York Life Insurance Policy	Insurance	Self	N/A	None
Fifth Third Bank Bond Fund	Mutual Funds	Self	N/A	Interest
Schwab S&P 500 Index Fund	Mutual Funds	Self	N/A	Dividends
Schwab S&P 500 Index Fund	Mutual Funds	Self	N/A	Dividends
Schwab S&P 500 Index Fund	Mutual Funds	Self	N/A	Dividends
Capital One Bank Account	Bank & Cash	Self	N/A	Interest
U.S. Treasury Bond	Gov. Securities	Self	N/A	Interest
U.S. Treasury Bond	Gov. Securities	Self	N/A	Interest
JPMorgan Chase Bank Account	Bank & Cash	Self	N/A	Interest
U.S. Bank Cash Account	Bank & Cash	Self	N/A	Interest
Lake Charles Property Lake Charles, LA, US	Real Estate	Joint	N/A	None

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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).