James B. Renacci Net Worth & Financial Disclosure

house

Annual financial disclosure for 2013, filed May 15, 2013. Includes 209 assets and 2 liabilities.

Year:

2013 2012 2011

Est. Net Worth

$2M

2013 annual disclosure

Total Assets

$2.7M - $3.1M

209 assets

Total Liabilities

$600K - $1.3M

2 liabilities

Total Trades

8,884

From PTR filings

Trade Volume

$154M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	$3.7M
2012	$16.1M
2013	$2M

Assets by Category

Stocks$1.3M (135)

Gov. Securities$909K (22)

Bank & Cash$420K (14)

Mutual Funds$120K (28)

Retirement & Pension$115K (7)

ETFs$17K (1)

Insurance$0 (1)

LLC / Partnership$0 (1)

Top Stock Holdings (from trades)

Comcast CorporationCMCSA

$1.5M

Apple Inc.AAPL

$1.4M

Union Pacific CorporationUNP

$1.1M

Gilead Sciences, Inc.GILD

$1.1M

Biogen Inc.BIIB

$1M

Freeport-McMoRan Inc.FCX

$883K

Halliburton CompanyHAL

$870K

Alphabet Inc.GOOG

$867K

All Assets (209)

Asset	Type	Owner	Value	Income
Morgan Stanley - cash	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Key Bank - cash	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Fifth Third Bank - cash	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Huntington Bank - cash	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Wells Fargo - cash	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Parkview Federal Savings Bank - Retirement	Retirement & Pension	Self	$50,001 - $100,000	Interest $2,501 - $5,000
MFS Growth Fund A	Mutual Funds	Self	N/A	None
MFS Research Fund A	Mutual Funds	Self	N/A	None
MFS Utilities Fund	Mutual Funds	Self	N/A	None
Ohio Sales Retirement Fund	Retirement & Pension	Self	N/A	None
FirstEnergy Corp(FE)	Stocks	Self	N/A	None
Heinz Fund	Mutual Funds	Self	N/A	None
Washington Mutual Investors Fund A	Mutual Funds	Self	N/A	None
Wells Fargo Advantage	Mutual Funds	Self	N/A	None
Capital Income Builder	Mutual Funds	Self	N/A	None
FNB(FNB)	Stocks	Self	N/A	None
State Farm - Whole Life Insurance	Insurance	Self	N/A	None
PSECU	Bank & Cash	Self	N/A	None
United States Savings Bonds United States	Gov. Securities	Self	N/A	None
Bank of America(BAC)	Stocks	Self	N/A	None
Cleveland LLC Cleveland, OH, US	LLC / Partnership	Joint	N/A	None
LTC Properties(LTC)	Stocks	Self	N/A	None
U.S. Government Bonds United States	Gov. Securities	Self	N/A	None
USG Corporation(USG)	Stocks	Self	N/A	None
Nationwide IRA	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Stock Fund Index	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity VIP Energy Service Class	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity VIP Contrafund Initial	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Nationwide International Equity III	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
NWMT Emerging Markets III	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
NWMT International Equity III	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
NWMT Mid-Cap Growth II	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
NWMT Mid-Cap Value	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
NWMT Multi-Manager Small Cap Value	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
NWMT Multi-Manager Small Cap Value II	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
NWMT Small Cap Growth II	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
NWMT Small Cap Value II	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Oppenheimer Global Strg VA 13	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
TRP Intl Value Equity Trust Cl	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Nationwide IRA - Davis Stock Mkt Index	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Nationwide IRA - Fidelity VIP Energy Svc 2	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Nationwide IRA - Fidelity VIP Contrafund	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Nationwide IRA - Fidelity VIP Overseas Initial	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Philip Morris International Incorporated(PM)	Stocks	Self	N/A	None
Procter & Gamble Company(PG)	Stocks	Self	N/A	None
Raytheon Company Com New(RTN)	Stocks	Self	N/A	None
Sanofi Sponsored ADR (France)(SNY) France	Stocks	Self	N/A	None
Smucker J M Company Com New(SJM)	Stocks	Self	N/A	None
Southern Company(SO)	Stocks	Self	N/A	None
Templeton BRIC Fund Class A MF	Mutual Funds	Self	N/A	None
Texas Instruments Incorporated(TXN)	Stocks	Self	N/A	None
Timken Company(TKR)	Stocks	Self	N/A	None
Travelers Companies Incorporated(TRV)	Stocks	Self	N/A	None
US Bancorp Del Com New(USB)	Stocks	Self	N/A	None
Verizon Communications Incorporated(VZ)	Stocks	Self	N/A	None
Vodafone Group PLC Sponsored ADR New(VOD) United Kingdom	Stocks	Self	N/A	None
Wal-Mart Stores Incorporated(WMT)	Stocks	Self	N/A	None
Wells Fargo & Company New(WFC)	Stocks	Self	N/A	None
De Master Blenders 1753 N.V. Ord Shs (Netherlands)(DEMBF) Netherlands	Stocks	Self	N/A	None
Credit Interest Program	Bank & Cash	Self	N/A	Interest
Uninvested Cash	Bank & Cash	Self	N/A	Interest
RJ Bank Deposit Program	Bank & Cash	Self	N/A	Interest
Wells Fargo & Company New(WFC)	Stocks	Self	N/A	None
Real Time Cash	Bank & Cash	Self	N/A	None
Ohio State, GO Bds, Third Frontier Research & Dev, Ser 2012A Ohio, US	Gov. Securities	Self	$49,156 - $49,156	None
Ohio St Higher Ed Fac Comm Rev Bds, Cleveland Clinic Hlth Ohio, US	Gov. Securities	Self	$90,646 - $90,646	None
Ohio St Major New St Infrastructure Rev Bds Ohio, US	Gov. Securities	Self	$120,382 - $120,382	None
Pennsylvania St GO Bds, Ser 2 Pennsylvania, US	Gov. Securities	Self	$79,943 - $79,943	None
San Diego Cnty CA Regb Trans Sales Tax Rev, Sales Tax Rev B San Diego County, CA, US	Gov. Securities	Self	$73,996 - $73,996	None
Southwestern IL Dev Auth Rev, Belleville HS District 201, SE Belleville, IL, US	Gov. Securities	Self	$68,377 - $68,377	None
Suffolk VA Ref Bds, Ser 2011 Suffolk, VA, US	Gov. Securities	Self	$122,909 - $122,909	None
Texas Transn Comm St Hwy FD Rbds, Ser 2007 Texas, US	Gov. Securities	Self	$70,874 - $70,874	None
University CA Rev Bds, S California, US	Gov. Securities	Self	$98,406 - $98,406	None
Virginia Cmwlth Transn Brd, Rser 2012 A Virginia, US	Gov. Securities	Self	$86,654 - $86,654	None
Wisconsin Pub Pwr Inc Sys Pwr Rev, Power Supply Sys Rev Bds Wisconsin, US	Gov. Securities	Self	$47,809 - $47,809	None
Real Time Cash	Bank & Cash	Self	$227,955 - $227,955	None
WisdomTree Japan Hedged Equity Fund(DXJ)	ETFs	Self	$16,522 - $16,522	None
Real Time Cash	Bank & Cash	Self	$39,314 - $39,314	None
Lufkin Industries Incorporated(LUFK)	Stocks	Self	$6,743 - $6,743	None
Luminex Corporation Del(LMNX)	Stocks	Self	$4,351 - $4,351	None
MSC Indl Direct Incorporated Class A(MSM)	Stocks	Self	$3,015 - $3,015	None
Madden Steven Limited(SHOO)	Stocks	Self	$6,975 - $6,975	None
Marketaxess Hldgs Incorporated(MKTX)	Stocks	Self	$2,895 - $2,895	None
Masimo Corporation(MASI)	Stocks	Self	$4,139 - $4,139	None
Mens Wearhouse Incorporated(MW)	Stocks	Self	$6,388 - $6,388	None
Micros Systems Incorporated(MCRS)	Stocks	Self	$4,923 - $4,923	None
Middleby Corporation(MIDD)	Stocks	Self	$7,821 - $7,821	None
Monro Muffler Brake Incorporated(MNRO)	Stocks	Self	$5,619 - $5,619	None
Morningstar Incorporated(MORN)	Stocks	Self	$5,403 - $5,403	None
Myriad Genetics Incorporated(MYGN)	Stocks	Self	$5,368 - $5,368	None
Neustar Incorporated Class A(NSR)	Stocks	Self	$7,967 - $7,967	None
Newmarket Corporation(NEU)	Stocks	Self	$2,884 - $2,884	None
Nice Systems Limited Sponsored ADR (Israel)(NICE)	Stocks	Self	$10,747 - $10,747	None
Oil States International Incorporated(OIS)	Stocks	Self	$3,792 - $3,792	None
Open Text Corporation (Canada)(OTEX)	Stocks	Self	$8,886 - $8,886	None
Penn Natl Gaming Incorporated(PENN)	Stocks	Self	$7,170 - $7,170	None
Plantronics Incorporated New(PLT)	Stocks	Self	$7,263 - $7,263	None
Portfolio Recovery Assocs Incorporated(PRAA)	Stocks	Self	$4,702 - $4,702	None
Power Integrations Incorporated(POWI)	Stocks	Self	$6,386 - $6,386	None
Proassurance Corporation(PRA)	Stocks	Self	$6,497 - $6,497	None
Progress Software Corporation(PRGS)	Stocks	Self	$7,158 - $7,158	None
Prosperity Bancshares Incorporated(PB)	Stocks	Self	$5,082 - $5,082	None
Qlik Technologies Incorporated(QLIK)	Stocks	Self	$5,799 - $5,799	None
Regal Beloit Corporation(RBC)	Stocks	Self	$4,510 - $4,510	None
Ritchie Bros Auctioneers (Canada)(RBA)	Stocks	Self	$5,619 - $5,619	None
Rockwood Hldgs Incorporated(ROC)	Stocks	Self	$4,352 - $4,352	None
Rofin Sinar Technologies Incorporated(RSTI)	Stocks	Self	$3,816 - $3,816	None
SVB Finl Group(SIVB)	Stocks	Self	$4,366 - $4,366	None
Semtech Corporation(SMTC)	Stocks	Self	$8,482 - $8,482	None
Sensient Technologies Corporation(SXT)	Stocks	Self	$6,650 - $6,650	None
Sirona Dental Systems Incorporated(SIRO)	Stocks	Self	$7,026 - $7,026	None
Solarwinds Incorporated(SWI)	Stocks	Self	$3,042 - $3,042	None
Steel Dynamics Incorporated(STLD)	Stocks	Self	$6,220 - $6,220	None
Stifel Finl Corporation(SF)	Stocks	Self	$6,106 - $6,106	None
Superior Energy Svcs Incorporated(SPN)	Stocks	Self	$5,366 - $5,366	None
Techne Corporation(TECH)	Stocks	Self	$6,082 - $6,082	None
Texas Roadhouse Incorporated(TXRH)	Stocks	Self	$6,132 - $6,132	None
Tidewater Incorporated(TDW)	Stocks	Self	$4,379 - $4,379	None
Toro Company(TTC)	Stocks	Self	$3,224 - $3,224	None
Treehouse Foods Incorporated(THS)	Stocks	Self	$3,910 - $3,910	None
V I V I V Incorporated(VIVI)	Stocks	Self	$4,612 - $4,612	None
Vitamin Shoppe Incorporated(VSI)	Stocks	Self	$6,138 - $6,138	None
Volcano Corporation(VOLC)	Stocks	Self	$4,746 - $4,746	None
Wabtec Corporation(WAB)	Stocks	Self	$3,414 - $3,414	None
Waste Connections Incorporated(WCN)	Stocks	Self	$3,480 - $3,480	None
West Pharmaceutical Svcs Incorporated(WST)	Stocks	Self	$5,420 - $5,420	None
Wolverine World Wide Incorporated(WWW)	Stocks	Self	$6,352 - $6,352	None
Endurance Specialty Hldgs Limited Shs(ENH)	Stocks	Self	$6,946 - $6,946	None
Real Time Cash	Bank & Cash	Self	$12,849 - $12,849	None
Prudential PLC ADR (United Kingdom)(PUK) United Kingdom	Stocks	Self	$54,331 - $54,331	None
Red Electrica Corporacion SA ADR (Spain)(REIY) Spain	Stocks	Self	$20,231 - $20,231	None
Rexam PLC SP ADR NEW 2001 (United Kingdom)(REXMY) United Kingdom	Stocks	Self	$41,425 - $41,425	None
Royal Dutch Shell PLC Sponsored ADR (Netherlands)(RDS.A) Netherlands	Stocks	Self	$45,990 - $45,990	None
Ryanair Holdings PLC Sponsored ADR (Ireland)(RYAAY) Ireland	Stocks	Self	$28,521 - $28,521	None
Sampo OYJ ADR (Finland)(SAXPY) Finland	Stocks	Self	$30,052 - $30,052	None
Sands China Limited Unsponsored ADR (Cayman Islands)(SCHYY) Cayman Islands	Stocks	Self	$23,346 - $23,346	None
Sandvik AB ADR (Sweden)(SDVKY) Sweden	Stocks	Self	$27,779 - $27,779	None
Sanofi Sponsored ADR (France)(SNY) France	Stocks	Self	$109,306 - $109,306	None
SAP AG Sponsored ADR (Germany)(SAP) Germany	Stocks	Self	$78,129 - $78,129	None
Sberbank Russia Sponsored ADR (Russia)(SBRCY) Russia	Stocks	Self	$55,897 - $55,897	None
Seven & I Holdings Company Limited ADR (Japan)(SVNDY) Japan	Stocks	Self	$25,479 - $25,479	None
SoftBank Corporation ADR (Japan)(SFTBY) Japan	Stocks	Self	$26,329 - $26,329	None
Standard Bank Group Limited Sponsored ADR (South Africa)(SGBLY) South Africa	Stocks	Self	$22,307 - $22,307	None
Sumitomo Mitsui Financial Group Incorporated Sponsored ADR(SMFG)	Stocks	Self	$51,776 - $51,776	None
Swatch Group AG ADR (Switzerland)(SWGAY) Switzerland	Stocks	Self	$23,152 - $23,152	None
Swedbank AB SP ADR (Sweden)(SWDBY) Sweden	Stocks	Self	$23,973 - $23,973	None
Taiwan Semiconductor Manufacturing Company Limited Sponsored ADR(TSM)	Stocks	Self	$85,182 - $85,182	None
TechnipFMC PLC Sponsored ADR (France)(TKPPY) France	Stocks	Self	$30,998 - $30,998	None
Tullow Oil PLC ADR (United Kingdom)(TUWOY) United Kingdom	Stocks	Self	$25,612 - $25,612	None
Turkcell Iletisim Hizmetleri A.S. ADR (Turkey)(TKC) Turkey	Stocks	Self	$33,684 - $33,684	None
Unilever PLC Sponsored ADR (United Kingdom)(UL) United Kingdom	Stocks	Self	$81,157 - $81,157	None
Vale S.A. ADR (Brazil)(VALE) Brazil	Stocks	Self	$33,955 - $33,955	None
Valeo Sponsored ADR (France)(VLEEY) France	Stocks	Self	$26,570 - $26,570	None
Wolseley PLC Jersey Sponsored ADR(WOSYY) Jersey	Stocks	Self	$32,975 - $32,975	None
Yahoo Japan Corporation ADR (Japan)(YAHOY) Japan	Stocks	Self	$23,393 - $23,393	None
Real Time Cash	Bank & Cash	Self	$90,383 - $90,383	None
Akron OH Waterworks Revenue Refunding Improvement Bonds Akron, OH, US	Gov. Securities	Self	N/A	None
American Municipal Bond US	Gov. Securities	Self	N/A	None
Green County OH Water System Revenue Bonds Green County, OH, US	Gov. Securities	Self	N/A	None
Harris County TX Toll Road Bonds Harris County, TX, US	Gov. Securities	Self	N/A	None
Ohio State GO Bonds – Conservation & Infrastructure OH, US	Gov. Securities	Self	N/A	None
Ohio State GO Bonds OH, US	Gov. Securities	Self	N/A	None
Ohio State Infrastructure Bonds OH, US	Gov. Securities	Self	N/A	None
Ohio State Turnpike Commission Bonds OH, US	Gov. Securities	Self	N/A	None
University of Cincinnati OH General Receipts Bonds Cincinnati, OH, US	Gov. Securities	Self	N/A	None
Calamos Growth & Income Fund	Mutual Funds	Self	N/A	None
Dodge & Cox International Stock Fund	Mutual Funds	Self	N/A	None
Growth Fund of America Class F	Mutual Funds	Self	N/A	None
JPMorgan Large Cap Growth Fund	Mutual Funds	Self	N/A	None
Royce Special Equity Fund	Mutual Funds	Self	N/A	None
FirstEnergy Corp(FE)	Stocks	Self	N/A	None
AFG Incorporated(AFG)	Stocks	Self	N/A	None
Abbott Laboratories(ABT)	Stocks	Self	N/A	None
Atmos Energy Corp(ATO)	Stocks	Self	N/A	None
BP PLC ADR(BP) United Kingdom	Stocks	Self	N/A	None
Bristol-Myers Squibb Company(BMY)	Stocks	Self	N/A	None
Chevron Corporation(CVX)	Stocks	Self	N/A	None
Cisco Systems Inc(CSCO)	Stocks	Self	N/A	None
Clorox Company(CLX)	Stocks	Self	N/A	None
Coca-Cola Company(KO)	Stocks	Self	N/A	None
Deere & Company(DE)	Stocks	Self	N/A	None
Walt Disney Company(DIS)	Stocks	Self	N/A	None
Exxon Mobil Corporation(XOM)	Stocks	Self	N/A	Dividends
General Mills Incorporated(GIS)	Stocks	Self	N/A	Dividends
General Electric(GE)	Stocks	Self	N/A	Dividends
HCP Incorporated REIT(HCP)	Stocks	Self	N/A	Dividends
Honeywell International(HON)	Stocks	Self	N/A	Dividends
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends
JPMorgan Chase & Co(JPM)	Stocks	Self	N/A	Dividends
McDonalds Corporation(MCD)	Stocks	Self	N/A	Dividends
Microsoft Corporation(MSFT)	Stocks	Self	N/A	Dividends
Norfolk Southern Corporation(NSC)	Stocks	Self	N/A	Dividends
NRG Energy Inc(NRG)	Stocks	Self	N/A	Dividends
PNC Financial Svcs(PNC)	Stocks	Self	N/A	Dividends
Pepsico Incorporated(PEP)	Stocks	Self	N/A	Dividends
Pfizer Incorporated(PFE)	Stocks	Self	N/A	Dividends
Procter & Gamble Company(PG)	Stocks	Self	N/A	Dividends
Prudential Financial(PRU)	Stocks	Self	N/A	Dividends
RTI International Metals(RTI)	Stocks	Self	N/A	Dividends
SLM Corporation(SLM)	Stocks	Self	N/A	Dividends
Sysco Corporation(SYY)	Stocks	Self	N/A	Dividends
Target Corporation(TGT)	Stocks	Self	N/A	Dividends
Total S.A. ADR(TOT)	Stocks	Self	N/A	Dividends
Verizon Communications(VZ)	Stocks	Self	N/A	Dividends
Visa Inc Cl A(V)	Stocks	Self	N/A	Dividends
Wells Fargo & Co(WFC)	Stocks	Self	N/A	Dividends
Western Union Company(WU)	Stocks	Self	N/A	Dividends
Tyco International Limited Shs(TYC)	Stocks	Self	N/A	Dividends

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Raymond James	mortgage	$100,001 - $250,000	—	—
Raymond James	line of credit	$500,001 - $1,000,000	—	—

Trading Sector Allocation (from PTR trades)

Industrials$10M

Communication Services$5.8M

Consumer Cyclical$9.2M

Financial Services$14.6M

Technology$12.4M

Basic Materials$3.2M

Banking$261K

Manufacturing$356K

Healthcare$16.1M

Consumer Defensive$5.6M

Energy$6.9M

Transportation & Utilities$16K

Real Estate$3.2M

Utilities$3.1M

Services$740K

Retail Trade$868K

Insurance$620K

SemiconductorsN/A

Wholesale Trade$313K

Consumer Discretionary$33K

Construction$8K

James B. Renacci trades Wealthiest members Most active traders OH 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).