Harold Rogers Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 14, 2010. Includes 176 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$3.5M

2010 annual disclosure

Total Assets

$1.5M - $5.5M

176 assets

Total Liabilities

$15K - $50K

1 liabilities

Total Trades

719

From PTR filings

Trade Volume

$6M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2009	$24K
2010	$3.5M
2011	$3.2M
2012	$349K
2013	$3.9M

Assets by Category

Stocks$3.2M (119)

Gov. Securities$155K (37)

Mutual Funds$114K (16)

Bank & Cash$33K (1)

Real Estate$8K (1)

ETFs$3K (1)

Other$0 (1)

Top Stock Holdings (from trades)

Exxon Mobil CorporationXOM

$195K

Enbridge Inc.ENB

$98K

JPMorgan Chase & Co.JPM

$98K

Entergy CorporationETR

$81K

Microsoft CorporationMSFT

National Australia Bank LimitedNABZY

$65K

Nidec CorporationNJDCY

$65K

All Assets (176)

Asset	Type	Owner	Value	Income
Citizens Bancshares	Stocks	Self	$1,000,001 - $5,000,000	Dividends $100,001 - $1,000,000
Congressional Federal Credit Union	Bank & Cash	Self	$15,001 - $50,000	None
Beaver Lodge Subdivision Wayne County, Kentucky, US	Real Estate	Self	$1,001 - $15,000	None
Statements for Brokerage Accounts	Other	Self	N/A	None
Money Market - UBS Money Fund Money Market	Mutual Funds	Spouse	N/A	Dividends $1 - $200
ABB Ltd Spon ADR(ABB)	Stocks	Spouse	N/A	Dividends
US Treasury Bond 7.125% due 12/15/23	Gov. Securities	Spouse	N/A	Interest/Capital Gains $1,001 - $2,500
US Treasury Bond 7.50%	Gov. Securities	Spouse	N/A	Interest $201 - $1,000
Bristol Myers Squibb(BMY)	Stocks	Spouse	N/A	Dividends $1 - $200
Consolidated Edison Inc(ED)	Stocks	Self	$1,231 - $1,231	None
Covidien PLC(COV)	Stocks	Self	$1,878 - $1,878	None
Dell Inc(DELL)	Stocks	Self	$820 - $820	None
DreamWorks Animation SKG Inc(DWA)	Stocks	Self	$943 - $943	None
Endurance Specialty Holdings Ltd(ENH)	Stocks	Self	$1,670 - $1,670	None
Entergy Corp(ETR)	Stocks	Self	$1,178 - $1,178	None
Genuine Parts Co(GPC)	Stocks	Self	$686 - $686	None
Genzyme Corp(GENZ)	Stocks	Self	$1,379 - $1,379	None
Great Plains Energy Inc(GXP)	Stocks	Self	$1,214 - $1,214	None
H J Heinz Co(HNZ)	Stocks	Self	$1,230 - $1,230	None
Hasbro Inc(HAS)	Stocks	Self	$675 - $675	None
HCP Inc(HCP)	Stocks	Self	$1,249 - $1,249	None
Health Care REIT Inc(HCN)	Stocks	Self	$1,156 - $1,156	None
Hutchison Telecommunications International Ltd(HTX)	Stocks	Self	$503 - $503	None
Hutchison Telecommunications International Ltd(HTX)	Stocks	Self	$405 - $405	None
Integrys Energy Group Inc(TEG)	Stocks	Self	$1,145 - $1,145	None
Ivanhoe Mines Ltd(IVN)	Stocks	Self	$2,202 - $2,202	None
Mattel Inc(MAT)	Stocks	Self	$842 - $842	None
McDermott International Inc(MDR)	Stocks	Self	$1,177 - $1,177	None
MFA Financial Inc(MFA)	Stocks	Self	$1,618 - $1,618	None
Millicom International Cellular SA(MICC)	Stocks	Self	$1,689 - $1,689	None
NiSource Inc(NI)	Stocks	Self	$1,393 - $1,393	None
Noble Energy Inc(NBL)	Stocks	Self	$909 - $909	None
Old Republic International Corp(ORI)	Stocks	Self	$593 - $593	None
Progress Energy Inc(PGN)	Stocks	Self	$1,707 - $1,707	None
Range Resources Corp(RRC)	Stocks	Self	$1,150 - $1,150	None
Rockwell Collins Inc(COL)	Stocks	Self	$859 - $859	None
SCANA Corp(SCG)	Stocks	Self	$1,153 - $1,153	None
Sempra Energy(SRE)	Stocks	Self	$1,422 - $1,422	None
SPDR Gold Trust(GLD)	ETFs	Self	$3,222 - $3,222	None
St. Jude Medical Inc(STJ)	Stocks	Self	$1,202 - $1,202	None
Sunoco Inc(SUN)	Stocks	Self	$1,119 - $1,119	None
Telephone & Data Systems Inc(TDS)	Stocks	Self	$1,430 - $1,430	None
Time Warner Cable Inc(TWC)	Stocks	Self	$679 - $679	None
UDR Inc(UDR)	Stocks	Self	$1,222 - $1,222	None
Ultra Petroleum Corp(UPL)	Stocks	Self	$1,330 - $1,330	None
Emerson Electric Co(EMR)	Stocks	Self	$1,051 - $1,051	None
Ensco International Inc(ESV)	Stocks	Self	$908 - $908	None
Fiserv Inc(FISV)	Stocks	Self	$824 - $824	None
Goldman Sachs Group Inc(GS)	Stocks	Self	$2,154 - $2,154	None
Hewlett Packard Co(HPQ)	Stocks	Self	$1,928 - $1,928	None
Honda Motor Ltd ADR(HMC)	Stocks	Self	$1,349 - $1,349	None
Honeywell International Inc(HON)	Stocks	Self	$643 - $643	None
IBM(IBM)	Stocks	Self	$1,574 - $1,574	None
Illinois Tool Works Inc(ITW)	Stocks	Self	$1,607 - $1,607	None
Intel Corp(INTC)	Stocks	Self	$1,433 - $1,433	None
Johnson & Johnson(JNJ)	Stocks	Self	$1,516 - $1,516	None
Kimberly Clark Corp(KMB)	Stocks	Self	$1,789 - $1,789	None
Laboratory Corp America Hldgs(LH)	Stocks	Self	$1,777 - $1,777	None
Marathon Oil Corp(MRO)	Stocks	Self	$1,550 - $1,550	None
McDonalds Corp(MCD)	Stocks	Self	$1,196 - $1,196	None
McKesson Corp(MCK)	Stocks	Self	$1,560 - $1,560	None
Microsoft Corp(MSFT)	Stocks	Self	$2,197 - $2,197	None
Morgan Stanley(MS)	Stocks	Self	$1,589 - $1,589	None
Novartis AG ADR(NVS)	Stocks	Self	$1,954 - $1,954	None
Oracle Corp(ORCL)	Stocks	Self	$1,961 - $1,961	None
Pepsico Inc(PEP)	Stocks	Self	$1,584 - $1,584	None
Philip Morris Intl Inc(PM)	Stocks	Self	$2,382 - $2,382	None
PNC Bank Corp(PNC)	Stocks	Self	$906 - $906	None
Praxair Inc(PX)	Stocks	Self	$1,751 - $1,751	None
Qualcomm Inc(QCOM)	Stocks	Self	$2,593 - $2,593	None
Ross Stores Inc(ROST)	Stocks	Self	$1,174 - $1,174	None
State Street Corp(STT)	Stocks	Self	$720 - $720	None
Target Corp(TGT)	Stocks	Self	$1,852 - $1,852	None
Teva Pharm Ind Ltd ADR(TEVA)	Stocks	Self	$1,121 - $1,121	None
Transocean Ltd(RIG)	Stocks	Self	$998 - $998	None
Union Pacific Corp(UNP)	Stocks	Self	$1,488 - $1,488	None
United Technologies Corp(UTX)	Stocks	Self	$2,462 - $2,462	None
WellPoint Inc(WLP)	Stocks	Self	$1,786 - $1,786	None
NY LI EEE Ridge & Pol 5.25%	Gov. Securities	Self	$10,590 - $10,590	None
VA Res Auth Rev Wtr 5.00%	Gov. Securities	Self	$14,472 - $14,472	None
American Funds Investment Co of America R6 500%	Mutual Funds	Self	$10,484 - $10,484	None
Citizens Ppty IRS Corp F L Rev	Mutual Funds	Self	$4,865 - $4,865	None
Denver Colo City & County Rpf 500%	Mutual Funds	Self	$10,777 - $10,777	None
Florida Pwr Agy Rev 5.25%	Mutual Funds	Self	$10,427 - $10,427	None
Houston TX Util Sys A Rev	Mutual Funds	Self	$11,336 - $11,336	None
NY State Ppty & Bldgs Comm	Mutual Funds	Self	$11,404 - $11,404	None
Los Angeles CA Unif Sch Dist GO 5.00%	Mutual Funds	Self	$10,074 - $10,074	None
NJ Economic Dev Auth Rev Ser	Mutual Funds	Self	$13,214 - $13,214	None
NJ Economic Dev Auth Rev 5.00%	Mutual Funds	Self	$10,499 - $10,499	None
New York NY City Transitional	Mutual Funds	Self	$10,499 - $10,499	None
Cook	Mutual Funds	Self	$10,897 - $10,897	None
Puerto Community Tax Rfdg 5.06% (Maturity 7/1/2020)	Gov. Securities	Self	$4,869 - $4,869	None
Univ IL Bd of Trs ITEES Rfdg & Proj (Maturity 10/1/2022)	Gov. Securities	Self	$10,733 - $10,733	None
VA State 5% (Maturity 10/1/2020)	Gov. Securities	Self	$11,399 - $11,399	None
Denver Ppty Tax Corp F L Rev 5.00%	Gov. Securities	Self	$4,850 - $4,850	None
Florida Mun Pwr Ag Rev 5.25%	Gov. Securities	Self	$10,190 - $10,190	None
Houston TX Unltd Tax Ref Rev 5.25%	Gov. Securities	Self	$10,331 - $10,331	None
KS Water Ppty & Bldgs Commn 5.75%	Gov. Securities	Self	$11,268 - $11,268	None
KY State Ppty & Bldgs Commn 5.00%	Gov. Securities	Self	$11,404 - $11,404	None
Los Angeles CA Unl Sch Dist GO 5.00%	Gov. Securities	Self	$11,033 - $11,033	None
NJ Economic Dev Auth Rev 5.00%	Gov. Securities	Self	$11,132 - $11,132	None
NJ Economic Dev Auth Rev 5.00%	Gov. Securities	Self	$10,667 - $10,667	None
UNIV IL TOLL RDG & Proj 5.25%	Gov. Securities	Self	$10,830 - $10,830	None
ViaSat Res Apln Clean Wtr 5.00%	Gov. Securities	Self	$11,458 - $11,458	None
BAY AREA TOLL AUTH CAL TOL	Gov. Securities	Self	N/A	Interest $250 - $250
BNY MELLON MUNI BOND I	Mutual Funds	Self	N/A	Interest $250 - $250
CITIZENS PPTY INS CORP FL RE Florida, US	Gov. Securities	Self	N/A	Interest $124 - $124
CITIZENS PPTY INS CORP FL RE Florida, US	Gov. Securities	Self	N/A	Interest $125 - $125
DENVER COLO CITY & CNTY ARPT Denver, CO, US	Gov. Securities	Self	N/A	Interest $125 - $125
DISTRICT COLUMBIA BALLPARK REV Washington, DC, US	Gov. Securities	Self	N/A	Interest $250 - $250
FLORIDA MUNI PWR AGY REV Florida, US	Gov. Securities	Self	N/A	Interest $250 - $250
FLORIDA ST BRDS ED & UNIV Florida, US	Gov. Securities	Self	N/A	Interest $88 - $88
HOUSTON TX UTILS & SAFE REV Houston, TX, US	Gov. Securities	Self	N/A	Interest $283 - $283
HOUSTON TX UTILS & SAFE REV Houston, TX, US	Gov. Securities	Self	N/A	Interest $263 - $263
KY ST PPTY & BLDGS COMM Kentucky, US	Gov. Securities	Self	N/A	Interest $263 - $263
LOS ANGELES CA UNIF SCH DIST GO Los Angeles, CA, US	Gov. Securities	Self	N/A	Interest $263 - $263
LOS ANGELES CA UNIF SCH DIST GO Los Angeles, CA, US	Gov. Securities	Self	N/A	Interest $303 - $303
N FL ECON DEV AUTH REV Florida, US	Gov. Securities	Self	N/A	Interest $288 - $288
NEW YORK NY CITY TRANSITIONAL New York, NY, US	Gov. Securities	Self	N/A	Interest $250 - $250
NEW YORK NY CITY TRANSITIONAL New York, NY, US	Gov. Securities	Self	N/A	Interest $275 - $275
PUERTO RICO COMWLTH TAX & REV Puerto Rico, US	Gov. Securities	Self	N/A	Interest $237 - $237
PUERTO RICO COMWLTH TAX & REV Puerto Rico, US	Gov. Securities	Self	N/A	Interest $250 - $250
UNIV MD BIO RES BLDG CORP Maryland, US	Gov. Securities	Self	N/A	Interest $250 - $250
UNIV MD BIO RES BLDG CORP Maryland, US	Gov. Securities	Self	N/A	Interest $250 - $250
VA STATE RES AUTH CLN WTR Virginia, US	Gov. Securities	Self	N/A	Interest $138 - $138
Money Market Investment Shares MMVAX/1002 Federal Obligations(MMVAX)	Mutual Funds	Self	N/A	Interest $3 - $3
Money Market Investment Shares MMVAX/1002 Federal Farm Credit Banks(MMVAX)	Mutual Funds	Self	N/A	Interest $0 - $0
Money Market Investment Shares MMVAX/1002 Federal Home Loan Banks(MMVAX)	Mutual Funds	Self	N/A	Interest $3 - $3
Google Inc. Class A(GOOGL)	Stocks	Self	$2,086 - $2,086	None
Hewlett Packard Co(HPQ)	Stocks	Self	$1,889 - $1,889	None
IBM(IBM)	Stocks	Self	$1,933 - $1,933	None
Johnson & Johnson(JNJ)	Stocks	Self	$2,406 - $2,406	None
JPMorgan Chase & Co(JPM)	Stocks	Self	$1,845 - $1,845	None
Kraft Foods Inc Class A(KFT)	Stocks	Self	$1,968 - $1,968	None
Kroger Co(KR)	Stocks	Self	$2,208 - $2,208	None
Lowes Companies Inc(LOW)	Stocks	Self	$5,281 - $5,281	None
Microsoft Corp(MSFT)	Stocks	Self	$4,475 - $4,475	None
Monsanto Co(MON)	Stocks	Self	$1,671 - $1,671	None
Nike Inc Cl B(NKE)	Stocks	Self	$1,463 - $1,463	None
Northern Trust Corp(NTRS)	Stocks	Self	$1,715 - $1,715	None
Nucor Corp(NUE)	Stocks	Self	$1,730 - $1,730	None
Oracle Corp(ORCL)	Stocks	Self	$1,766 - $1,766	None
Pfizer Inc(PFE)	Stocks	Self	$2,253 - $2,253	None
Procter & Gamble Co(PG)	Stocks	Self	$2,556 - $2,556	None
Qualcomm Inc(QCOM)	Stocks	Self	$1,623 - $1,623	None
Schlumberger Limited(SLB)	Stocks	Self	$2,078 - $2,078	None
Starbucks Corp(SBUX)	Stocks	Self	$4,304 - $4,304	None
United Technologies Corp(UTX)	Stocks	Self	$2,563 - $2,563	None
Visa Inc Cl A(V)	Stocks	Self	$2,404 - $2,404	None
XTO Energy Inc(XTO)	Stocks	Self	$2,395 - $2,395	None
Google Cl A(GOOGL)	Stocks	Self	$2,247 - $2,247	None
Hewlett Packard Co(HPQ)	Stocks	Self	$2,069 - $2,069	None
IBM(IBM)	Stocks	Self	$1,902 - $1,902	None
Johnson & Johnson(JNJ)	Stocks	Self	$2,264 - $2,264	None
JP Morgan Chase & Co(JPM)	Stocks	Self	$1,723 - $1,723	None
Juniper Networks Inc(JNPR)	Stocks	Self	$1,536 - $1,536	None
Kraft Foods Class A(KFT)	Stocks	Self	$1,917 - $1,917	None
Kroger Co(KR)	Stocks	Self	$2,238 - $2,238	None
Lowes Companies Inc(LOW)	Stocks	Self	$1,538 - $1,538	None
McDonalds Corp(MCD)	Stocks	Self	$1,425 - $1,425	None
Microsoft Corp(MSFT)	Stocks	Self	$1,870 - $1,870	None
Monsanto Co(MON)	Stocks	Self	$1,505 - $1,505	None
Nike Inc Cl B(NKE)	Stocks	Self	$1,525 - $1,525	None
Northern Trust Corp(NTRS)	Stocks	Self	$1,594 - $1,594	None
Nucor Corp(NUE)	Stocks	Self	$1,860 - $1,860	None
Oracle Corp(ORCL)	Stocks	Self	$2,450 - $2,450	None
Pfizer Inc(PFE)	Stocks	Self	$2,526 - $2,526	None
Rowe Price Group Inc(TROW)	Stocks	Self	$1,675 - $1,675	None
Qualcomm Inc(QCOM)	Stocks	Self	$2,504 - $2,504	None
Schlumberger Limited(SLB)	Stocks	Self	$1,362 - $1,362	None
Smithfield Foods Inc(SFD)	Stocks	Self	$2,709 - $2,709	None
Target Corp(TGT)	Stocks	Self	$2,062 - $2,062	None
United Technologies Corp(UTX)	Stocks	Self	$2,062 - $2,062	None
Visa Inc Cl A(V)	Stocks	Self	$1,914 - $1,914	None
Walgreen Co(WAG)	Stocks	Self	$2,536 - $2,536	None
Xerox Corp(XRX)	Stocks	Self	$416 - $416	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
American Express, Dallas, TX	credit card	$15,001 - $50,000	—	—

Trading Sector Allocation (from PTR trades)

Healthcare$346K

Industrials$362K

Basic Materials$145K

Financial Services$950K

Communication Services$145K

Real Estate$64K

Consumer Cyclical$313K

Energy$640K

Technology$395K

Consumer Defensive$218K

Utilities$121K

Retail Trade$8K

ManufacturingN/A

ServicesN/A

Banking$16K

Insurance$24K

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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).