Harold Rogers Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 191 assets and 3 liabilities.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$349K

2012 annual disclosure

Total Assets

$540K - $639K

191 assets

Total Liabilities

$130K - $350K

3 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$409K (170)

Mutual Funds$86K (14)

Bank & Cash$86K (5)

Real Estate$8K (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 (191)

Asset	Type	Owner	Value	Income
Beaver Lodge Subdivision Wayne County, Kentucky, US	Real Estate	Self	$1,001 - $15,000	None
Citizens Bancshares	Stocks	Self	$15,001 - $50,000	Dividends $100,001 - $1,000,000
Congressional Federal Credit Union	Bank & Cash	Self	$50,001 - $100,000	None
Edward Jones Statements for Brokerage and Transactions	Other	Self	N/A	None
Ensco Intl Ltd	Stocks	Self	$1,192 - $1,192	None
Express Scripts Inc(ESRX)	Stocks	Self	$1,021 - $1,021	None
Fiserv Inc(FI)	Stocks	Self	$1,042 - $1,042	None
Genuine Parts Co(GPC)	Stocks	Self	$1,020 - $1,020	None
Google Inc Cl A(GOOGL)	Stocks	Self	$2,176 - $2,176	None
Hewlett Packard Co(HPQ)	Stocks	Self	$807 - $807	None
Home Depot Inc(HD)	Stocks	Self	$929 - $929	None
Honda Motor Ltd ADR(HMC)	Stocks	Self	$1,611 - $1,611	None
Honeywell International Inc(HON)	Stocks	Self	$1,041 - $1,041	None
IBM(IBM)	Stocks	Self	$2,218 - $2,218	None
Illinois Tool Works Inc(ITW)	Stocks	Self	$2,103 - $2,103	None
Intel Corp(INTC)	Stocks	Self	$1,551 - $1,551	None
Laboratory Corp America Hldgs(LH)	Stocks	Self	$1,061 - $1,061	None
Marathon Oil Corp(MRO)	Stocks	Self	$2,216 - $2,216	None
McDonalds Corp(MCD)	Stocks	Self	$2,506 - $2,506	None
McKesson Corp(MCK)	Stocks	Self	$2,075 - $2,075	None
MetLife Inc(MET)	Stocks	Self	$1,825 - $1,825	None
Microsoft Corp(MSFT)	Stocks	Self	$1,477 - $1,477	None
Noble Corporation(NE)	Stocks	Self	$2,194 - $2,194	None
Novartis Ag ADR(NVS)	Stocks	Self	$2,248 - $2,248	None
NYSE Euronext(NYX)	Stocks	Self	$2,163 - $2,163	None
Oracle Corp(ORCL)	Stocks	Self	$3,057 - $3,057	None
Pepsico Inc(PEP)	Stocks	Self	$1,722 - $1,722	None
Philip Morris Intl Inc(PM)	Stocks	Self	$3,333 - $3,333	None
Praxair Inc(PX)	Stocks	Self	$2,128 - $2,128	None
Pride International Inc(PDE)	Stocks	Self	$2,283 - $2,283	None
Qualcomm Inc(QCOM)	Stocks	Self	$2,455 - $2,455	None
Ross Stores Inc(ROST)	Stocks	Self	$2,211 - $2,211	None
State Street Corp(STT)	Stocks	Self	$2,374 - $2,374	None
Target Corp(TGT)	Stocks	Self	$1,375 - $1,375	None
Te Connectivity Ltd(TEL)	Stocks	Self	$2,223 - $2,223	None
Teva Pharm Ind Ltd ADR(TEVA)	Stocks	Self	$915 - $915	None
Union Pacific Corp(UNP)	Stocks	Self	$2,690 - $2,690	None
United Technologies Corp(UTX)	Stocks	Self	$3,225 - $3,225	None
Unitedhealth Group Inc(UNH)	Stocks	Self	$2,462 - $2,462	None
Vodafone Group PLC ADR(VOD)	Stocks	Self	$1,485 - $1,485	None
ConocoPhillips(COP)	Stocks	Self	$2,259 - $2,259	None
Cummins Engine Inc(CMI)	Stocks	Self	$704 - $704	None
Danaher Corp(DHR)	Stocks	Self	$1,788 - $1,788	None
Dominion Resources Inc(D)	Stocks	Self	$2,760 - $2,760	None
Eaton Corp(ETN)	Stocks	Self	$1,349 - $1,349	None
Emerson Electric Co(EMR)	Stocks	Self	$1,398 - $1,398	None
Ensco Intl Ltd(ESV)	Stocks	Self	$2,018 - $2,018	None
Express Scripts Inc(ESRX)	Stocks	Self	$760 - $760	None
Freeport-McMoRan Copper & Gold(FCX)	Stocks	Self	$1,104 - $1,104	None
Gamestop Corp Cl A(GME)	Stocks	Self	$869 - $869	None
Genuine Parts Co(GPC)	Stocks	Self	$1,102 - $1,102	None
Google Inc Cl A(GOOGL)	Stocks	Self	$2,584 - $2,584	None
Home Depot Inc(HD)	Stocks	Self	$1,009 - $1,009	None
IBM(IBM)	Stocks	Self	$2,390 - $2,390	None
Illinois Tool Works Inc(ITW)	Stocks	Self	$1,635 - $1,635	None
Intel Corp(INTC)	Stocks	Self	$1,576 - $1,576	None
JPMorgan Chase & Co(JPM)	Stocks	Self	$931 - $931	None
Laboratory Corp America Hldgs(LH)	Stocks	Self	$946 - $946	None
Marathon Oil Corp(MRO)	Stocks	Self	$1,903 - $1,903	None
Marathon Pete Corp(MPC)	Stocks	Self	$1,132 - $1,132	None
McDonalds Corp(MCD)	Stocks	Self	$2,508 - $2,508	None
McKesson Corp(MCK)	Stocks	Self	$1,870 - $1,870	None
MetLife Inc(MET)	Stocks	Self	$1,185 - $1,185	None
Microsoft Corp(MSFT)	Stocks	Self	$1,428 - $1,428	None
Novartis Ag ADR(NVS)	Stocks	Self	$2,115 - $2,115	None
Oracle Corp(ORCL)	Stocks	Self	$2,129 - $2,129	None
Pepsico Inc(PEP)	Stocks	Self	$1,592 - $1,592	None
Philip Morris Intl Inc(PM)	Stocks	Self	$3,061 - $3,061	None
Praxair Inc(PX)	Stocks	Self	$2,031 - $2,031	None
Qualcomm Inc(QCOM)	Stocks	Self	$2,297 - $2,297	None
Ross Stores Inc(ROST)	Stocks	Self	$2,757 - $2,757	None
State Street Corp(STT)	Stocks	Self	$1,854 - $1,854	None
Te Connectivity Ltd(TEL)	Stocks	Self	$1,849 - $1,849	None
Teva Pharm Ind Ltd ADR(TEVA)	Stocks	Self	$767 - $767	None
Union Pacific Corp(UNP)	Stocks	Self	$2,649 - $2,649	None
United Technologies Corp(UTX)	Stocks	Self	$2,558 - $2,558	None
Fastenal Co(FAST)	Stocks	Self	$2,768 - $2,768	None
Freeport-McMoRan Copper & Gold(FCX)	Stocks	Self	$2,098 - $2,098	Dividends
Google Inc Cl A(GOOGL)	Stocks	Self	$1,830 - $1,830	None
Hewlett Packard Co(HPQ)	Stocks	Self	$1,921 - $1,921	None
IBM(IBM)	Stocks	Self	$2,921 - $2,921	None
Intuit(INTU)	Stocks	Self	$3,196 - $3,196	None
Intuitive Surgical Inc(ISRG)	Stocks	Self	$2,345 - $2,345	None
JM Smucker Co(SJM)	Stocks	Self	$2,398 - $2,398	None
Johnson Controls Inc(JCI)	Stocks	Self	$2,644 - $2,644	None
JPMorgan Chase & Co(JPM)	Stocks	Self	$2,521 - $2,521	Dividends
Juniper Networks Inc(JNPR)	Stocks	Self	$3,512 - $3,512	None
Kraft Foods Inc Class A(KFT)	Stocks	Self	$2,378 - $2,378	None
McDonalds Corp(MCD)	Stocks	Self	$1,861 - $1,861	None
National Oilwell Varco Inc(NOV)	Stocks	Self	$2,954 - $2,954	None
Occidental Pete Corp(OXY)	Stocks	Self	$2,784 - $2,784	None
Omnicom Group Inc(OMC)	Stocks	Self	$2,646 - $2,646	None
Praxair Inc(PX)	Stocks	Self	$2,458 - $2,458	None
T Rowe Price Group Inc(TROW)	Stocks	Self	$2,685 - $2,685	None
Qualcomm Inc(QCOM)	Stocks	Self	$3,246 - $3,246	None
Schlumberger Limited(SLB)	Stocks	Self	$2,321 - $2,321	None
Starbucks Corp(SBUX)	Stocks	Self	$2,600 - $2,600	None
TJX Cos Inc(TJX)	Stocks	Self	$2,466 - $2,466	None
United Parcel Service Inc Cl B(UPS)	Stocks	Self	$2,571 - $2,571	None
United Technologies Corp(UTX)	Stocks	Self	$3,335 - $3,335	None
Walt Disney Co(DIS)	Stocks	Self	$2,792 - $2,792	None
3M Co(MMM)	Stocks	Self	$2,347 - $2,347	None
Money Market	Bank & Cash	Self	$989 - $989	None
Accenture PLC Ireland(ACN)	Stocks	Self	$2,685 - $2,685	None
Apple Inc(AAPL)	Stocks	Self	$2,451 - $2,451	None
Becton Dickinson & Co(BDX)	Stocks	Self	$3,008 - $3,008	None
Broadcom Corp(AVGO)	Stocks	Self	$2,182 - $2,182	None
Canadian National Railway Co(CNI)	Stocks	Self	$3,484 - $3,484	None
Capital One Financial Corp(COF)	Stocks	Self	$2,353 - $2,353	None
Cerner Corp(CERN)	Stocks	Self	$1,442 - $1,442	None
Citrix Systems Inc(CTXS)	Stocks	Self	$2,615 - $2,615	None
CME Group Inc(CME)	Stocks	Self	$2,366 - $2,366	None
Coca-Cola Co(KO)	Stocks	Self	$2,496 - $2,496	None
Colgate Palmolive Co(CL)	Stocks	Self	$2,531 - $2,531	None
Deere & Co(DE)	Stocks	Self	$3,900 - $3,900	None
Devon Energy Corp(DVN)	Stocks	Self	$3,003 - $3,003	None
E I du Pont de Nemours & Co(DD)	Stocks	Self	$2,726 - $2,726	None
Money Market	Bank & Cash	Self	$979 - $979	None
Accenture PLC Ireland(ACN)	Stocks	Self	$2,425 - $2,425	None
Apple Inc.(AAPL)	Stocks	Self	$2,685 - $2,685	None
Becton Dickinson & Co(BDX)	Stocks	Self	$2,791 - $2,791	None
Canadian National Railway Co(CNI)	Stocks	Self	$3,204 - $3,204	None
Capital One Financial Corp(COF)	Stocks	Self	$1,902 - $1,902	None
Cerner Corp(CERN)	Stocks	Self	$1,560 - $1,560	None
Check Point Software Tech Ltd(CHKP)	Stocks	Self	$2,328 - $2,328	None
Cisco Systems Inc(CSCO)	Stocks	Self	$2,497 - $2,497	None
Cme Group Inc(CME)	Stocks	Self	$2,007 - $2,007	None
Coca-Cola Co(KO)	Stocks	Self	$2,535 - $2,535	None
Colgate Palmolive Co(CL)	Stocks	Self	$2,635 - $2,635	None
Deere & Co(DE)	Stocks	Self	$3,041 - $3,041	None
Devon Energy Corp(DVN)	Stocks	Self	$2,125 - $2,125	None
EI du Pont de Nemours & Co(DD)	Stocks	Self	$2,212 - $2,212	None
Colgate Palmolive Co(CL)	Stocks	Self	$2,737 - $2,737	None
Deere & Co(DE)	Stocks	Self	$3,147 - $3,147	None
Devon Energy Corp(DVN)	Stocks	Self	$2,249 - $2,249	None
E I du Pont de Nemours & Co(DD)	Stocks	Self	$2,369 - $2,369	None
EMC Corp(EMC)	Stocks	Self	$2,503 - $2,503	None
Exxon Mobil Corp(XOM)	Stocks	Self	$2,933 - $2,933	None
Fastenal Co(FAST)	Stocks	Self	$2,394 - $2,394	None
Goodrich Corp(GR)	Stocks	Self	$3,314 - $3,314	None
Google Inc Cl A(GOOG)	Stocks	Self	$1,800 - $1,800	None
IBM(IBM)	Stocks	Self	$3,374 - $3,374	None
Intuitive Surgical Inc(ISRG)	Stocks	Self	$3,056 - $3,056	None
Jm Smucker Co(SJM)	Stocks	Self	$2,689 - $2,689	None
Juniper Networks Inc(JNPR)	Stocks	Self	$1,365 - $1,365	None
Kraft Foods Inc Class A(KFT)	Stocks	Self	$2,655 - $2,655	None
McDonalds Corp(MCD)	Stocks	Self	$2,332 - $2,332	None
Mead Johnson Nutrition Co(MJN)	Stocks	Self	$2,422 - $2,422	None
National Oilwell Varco Inc(NOV)	Stocks	Self	$2,802 - $2,802	None
Occidental Pete Corp(OXY)	Stocks	Self	$2,640 - $2,640	None
Praxair Inc(PX)	Stocks	Self	$2,632 - $2,632	None
T Rowe Price Group Inc(TROW)	Stocks	Self	$2,262 - $2,262	None
Qualcomm Inc(QCOM)	Stocks	Self	$2,928 - $2,928	None
Schlumberger Limited(SLB)	Stocks	Self	$1,899 - $1,899	None
Saint Jude Medical Inc(STJ)	Stocks	Self	$2,004 - $2,004	None
Starbucks Corp(SBUX)	Stocks	Self	$2,423 - $2,423	None
Teradata Corp Del(TDC)	Stocks	Self	$2,674 - $2,674	None
Tjx Cos Inc(TJX)	Stocks	Self	$2,958 - $2,958	None
United Parcel Service Inc Cl B(UPS)	Stocks	Self	$2,502 - $2,502	None
United Technologies Corp(UTX)	Stocks	Self	$3,180 - $3,180	None
Walgreen Co(WAG)	Stocks	Self	$2,164 - $2,164	None
Money Market 0.01%	Bank & Cash	Self	$8,931 - $8,931	None
ABB Ltd Sponsored ADR(ABB)	Stocks	Self	$2,422 - $2,422	None
Accenture PLC Ireland(ACN)	Stocks	Self	$1,711 - $1,711	None
Anglo American PLC(NGLOY)	Stocks	Self	$2,940 - $2,940	None
Anheuser Busch Inbev SA/NV(BUD)	Stocks	Self	$3,951 - $3,951	None
Arcelormittal SA Luxembourg(MT)	Stocks	Self	$1,825 - $1,825	None
Axa Sponsored ADR(AXAHY)	Stocks	Self	$2,097 - $2,097	None
Bank Yokohama Ltd Japan ADR(YOKOY)	Stocks	Self	$871 - $871	None
Barclays PLC ADR(BCS)	Stocks	Self	$2,391 - $2,391	None
Best Ag Sponsored ADR	Stocks	Self	$2,095 - $2,095	None
Bayer AG ADR New(BAYRY)	Stocks	Self	$2,222 - $2,222	None
BG PLC ADR Final Installment(BRGYY)	Stocks	Self	$2,036 - $2,036	None
BNP Paribas SPON ADR Rep 1/14(BNPQY)	Stocks	Self	$2,417 - $2,417	None
Bridgestone Corp(BRDCY)	Stocks	Self	$3,015 - $3,015	None
Canon Inc ADR(CAJ)	Stocks	Self	$2,200 - $2,200	None
Retirement Money Market 0.01%	Bank & Cash	Self	$25 - $25	None
Baird Aggregate Bd Fd Instl Cl	Mutual Funds	Self	$5,929 - $5,929	None
Columbia Mid Cap Value Fd Cl Z	Mutual Funds	Self	$3,229 - $3,229	None
Dodge & Cox Income Fund	Mutual Funds	Self	$11,939 - $11,939	None
Dodge & Cox Intl Stock Fund	Mutual Funds	Self	$9,118 - $9,118	None
Eaton Vance Income Fd Boston I	Mutual Funds	Self	$2,041 - $2,041	None
Hartford Dividend & Growth I	Mutual Funds	Self	$6,392 - $6,392	None
ING Global Real Estate Fund I	Mutual Funds	Self	$3,111 - $3,111	None
JPMorgan Core Bond Fund Select	Mutual Funds	Self	$12,841 - $12,841	None
Jpm Fed Money Market Instl Cl	Mutual Funds	Self	$1,689 - $1,689	None
Loomis Sayles Inv Grade Bd Y	Mutual Funds	Self	$4,987 - $4,987	None
Lord Abbett Total Return Fd F	Mutual Funds	Self	$6,913 - $6,913	None
Managers Cadence Capprc D	Mutual Funds	Self	$6,270 - $6,270	None
MFS Value Fund Cl I	Mutual Funds	Self	$7,365 - $7,365	None
Oppnhmr Cmd Strat Ttl Rtn Cl Y	Mutual Funds	Self	$4,446 - $4,446	None

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Citizens National Bank, Somerset, Kentucky	mortgage	$100,001 - $250,000	—	—
Citizens National Bank, Somerset, Kentucky	personal loan	$15,001 - $50,000	—	—
American Express, Dallas, Texas	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

Harold Rogers trades Wealthiest members Most active traders KY 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).