J. French Hill Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed February 3, 2014. Includes 58 assets and 6 liabilities.

Year:

2013

Est. Net Worth

-$188K

2013 annual disclosure

Total Assets

$255K - $575K

58 assets

Total Liabilities

$340K - $865K

6 liabilities

Total Trades

From PTR filings

Trade Volume

$2.7M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2013	-$188K
2013	$802K

Assets by Category

Real Estate$375K (2)

Insurance$40K (5)

Retirement & Pension$0 (1)

Stocks$0 (37)

Mutual Funds$0 (2)

Other$0 (5)

Gov. Securities$0 (2)

LLC / Partnership$0 (4)

Top Stock Holdings (from trades)

Blackstone Inc.BX

$208K

Markel CorporationMKL

$183K

Pfizer Inc.PFE

$175K

Philip Morris International Inc.PM

$175K

Simmons First National CorporationSFNC

$175K

First Trust Morningstar Dividend Leaders Index FundFDL

$130K

Vanguard High Dividend Yield ETFVYM

$130K

First Trust Value Line Dividend Index FundFVD

All Assets (58)

Asset	Type	Owner	Value	Income
Fidelity IRA Account	Retirement & Pension	Joint	N/A	Tax-Deferred
Brookfield Asset Management(BAM)	Stocks	Joint	N/A	Dividends
Prologis(PLD)	Stocks	Joint	N/A	Dividends
Delta Air Lines(DAL)	Stocks	Joint	N/A	None
Berkshire Hathaway(BRK.B)	Stocks	Joint	N/A	None
Johnson & Johnson(JNJ)	Stocks	Joint	N/A	Dividends
Alphabet Inc. Class A(GOOGL)	Stocks	Spouse	N/A	None
Visa Inc.(V)	Stocks	Spouse	N/A	Dividends
JPMorgan Chase & Co.(JPM)	Stocks	Spouse	N/A	Dividends
Amazon.com Inc.(AMZN)	Stocks	Spouse	N/A	None
Vanguard Growth Fund Investor Shares	Mutual Funds	Spouse	N/A	Dividends
Vanguard Total International Stock Index Fund	Mutual Funds	Spouse	N/A	Dividends
Ameriprise Financial(AMP)	Stocks	Spouse	N/A	Dividends
Blackstone Inc.(BX)	Stocks	Spouse	N/A	Dividends
Southern Company(SO)	Stocks	Spouse	N/A	Dividends
Duke Energy(DUK)	Stocks	Spouse	N/A	Dividends
Exxon Mobil(XOM)	Stocks	Spouse	N/A	Dividends
Chevron Corporation(CVX)	Stocks	Spouse	N/A	Dividends
Home Depot(HD)	Stocks	Spouse	N/A	Dividends
Coca-Cola Company(KO)	Stocks	Spouse	N/A	Dividends
Walmart Inc.(WMT)	Stocks	Spouse	N/A	Dividends
McDonald's Corporation(MCD)	Stocks	Spouse	N/A	Dividends
Cummins Inc.(CMI)	Stocks	Spouse	N/A	Dividends
Caterpillar Inc.(CAT)	Stocks	Spouse	N/A	Dividends
Lockheed Martin Corporation(LMT)	Stocks	Spouse	N/A	Dividends
Template (illegible)	Other	DC	N/A	None
Aggregate Growth Corp.	Other	DC	N/A	None
Amazon.com Stock(AMZN)	Stocks	Self	N/A	None
Social Security	Other	Self	N/A	None
Jared & Co. Stock	Stocks	Self	N/A	None
Regions Financial Corp Stock(RF)	Stocks	Self	N/A	None
Facebook Inc Stock(META)	Stocks	Self	N/A	None
Detroit Trust	Other	Self	N/A	None
JP Morgan Chase(JPM)	Stocks	Self	N/A	None
Wachovia Preferred	Stocks	Self	N/A	None
Microsoft Stock(MSFT)	Stocks	Self	N/A	None
AT&T Stock(T)	Stocks	Self	N/A	None
Intel Corp Stock(INTC)	Stocks	Self	N/A	None
Exxon Mobil Stock(XOM)	Stocks	Self	N/A	None
Procter & Gamble(PG)	Stocks	Self	N/A	None
Summit Tax Exempt Bond	Gov. Securities	Self	N/A	Interest
San Diego County Bond San Diego County, CA, US	Gov. Securities	Self	N/A	Interest
Reliant Energy Corp	Stocks	Self	N/A	None
Citizens Communications	Stocks	Self	N/A	None
Fannie Mae(FNMA)	Stocks	Self	N/A	None
Bank of America(BAC)	Stocks	Self	N/A	None
Family Investment LLC	LLC / Partnership	Self	N/A	None
Farmland Riverside, CA, US	Real Estate	Self	N/A	None
Machado Hills Oil & Gas	Other	Self	N/A	None
North County Inv LLC	LLC / Partnership	Self	N/A	None
Hill Road Inv LLC	LLC / Partnership	Self	N/A	None
Seabreeze Inv LLC	LLC / Partnership	Self	N/A	None
Life Insurance (MetLife)	Insurance	Spouse	$1,001 - $15,000	None
Equitable Life Policy	Insurance	Spouse	$1,001 - $15,000	None
Unum Life Policy	Insurance	Spouse	$1,001 - $15,000	None
Voya Veteran's Policy	Insurance	Spouse	$1,001 - $15,000	None
Accidental Death & Dismemberment Policy	Insurance	Spouse	$1,001 - $15,000	None
Rental Home Prince William County, VA, US	Real Estate	Spouse	$250,001 - $500,000	Rent $5,001 - $15,000

Liabilities (6)

Creditor	Type	Amount	Rate	Term
USAA	line of credit	$100,001 - $250,000	7.25%	—
Deut Trust of Bank of America	mortgage	$15,001 - $50,000	—	—
Art Trust Investments, Ltd.	margin loan	$100,001 - $250,000	—	—
Regions Bank, Savannah, FL	other	$15,001 - $50,000	—	—
Various Medical	other	$10,001 - $15,000	—	—
First Bank of Wilmington, DE	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Energy$97K

Financial Services$1.5M

Healthcare$281K

Technology$89K

Industrials$130K

Communication Services$24K

Consumer Defensive$250K

Services$108K

Real Estate$49K

Consumer Cyclical$8K

J. French Hill trades Wealthiest members Most active traders AR 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).