Jean Schmidt Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 20, 2009. Includes 19 assets.

Year:

2012 2010 2009 2008

Est. Net Worth

$5.6M

2009 annual disclosure

Total Assets

$2.6M - $8.5M

19 assets

Total Liabilities

0 liabilities

Total Trades

341

From PTR filings

Trade Volume

$11.1M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$5.6M
2009	$5.6M
2010	$5.1M
2010	$5.2M
2012	$4.4M

Assets by Category

LLC / Partnership$4.9M (9)

Retirement & Pension$490K (5)

Real Estate$75K (1)

Mutual Funds$65K (2)

Bank & Cash$16K (2)

Top Stock Holdings (from trades)

All Assets (19)

Asset	Type	Owner	Value	Income
Cambridge Savings Bank - Checking Account	Bank & Cash	Self	$1,001 - $15,000	None
Cambridge Savings Bank - Savings Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Dodge & Cox International Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
T. Rowe Price Blue Chip Growth Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Thrift Savings Plan - G Fund	Retirement & Pension	Self	$100,001 - $250,000	Interest $2,501 - $5,000
Thrift Savings Plan - C Fund	Retirement & Pension	Self	$100,001 - $250,000	Dividends/Capital Gains $2,501 - $5,000
Thrift Savings Plan - F Fund	Retirement & Pension	Self	$15,001 - $50,000	Interest $201 - $1,000
Thrift Savings Plan - S Fund	Retirement & Pension	Self	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
Thrift Savings Plan - I Fund	Retirement & Pension	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
OT Realty Enterprises LLC Loveland, OH 45140, US	LLC / Partnership	Self	$250,000 - $500,000	Rent $15,000 - $50,000
OT Realty Enterprises LLC II Loveland, OH 45140, US	LLC / Partnership	Self	$250,000 - $500,000	Rent $15,000 - $50,000
OT Realty Enterprises LLC III Loveland, OH 45140, US	LLC / Partnership	Self	$50,000 - $100,000	None
Jennifer Black Et All Loveland, OH 45140, US	Real Estate	Self	$50,000 - $100,000	Rent $1,000 - $2,500
Gus Hoffman Second Family Limited Partnership Loveland, OH 45140, US	LLC / Partnership	Self	$500,000 - $1,000,000	Farm crops $2,500 - $5,000
RTJJ LLC (25% interest) - Farm Land Corner of Loveland Miamiville Rd & Branch Hill / Guinea Pike, Loveland, OH 45140	LLC / Partnership	Self	$1,000,000 - $5,000,000	Farm crops $2,500 - $5,000
RTJJ LLC (25% interest) - Vacant property Moore Rd. & Bantam Rd., Clermont County, OH	LLC / Partnership	Self	$50,000 - $100,000	None
RTJJ LLC (25% interest) - Commercial Rental Property 1232 SR 28, Milford, OH 45150	LLC / Partnership	Self	$50,000 - $100,000	Rent $2,500 - $5,000
RTJJ LLC (25% interest) - Residential Rental Property 1236 SR 28, Milford, OH 45150 (SR 28 & Floyd Place)	LLC / Partnership	Self	$100,000 - $250,000	Rent $2,500 - $5,000
RTJJ LLC (25% interest) - Vacant Land SR 132 & Judd Rd.	LLC / Partnership	Self	$15,000 - $50,000	None

Trading Sector Allocation (from PTR trades)

Industrials$8K

Real Estate$41K

Financial Services$671K

Basic Materials$335K

Utilities$150K

Consumer Cyclical$8K

Energy$49K

Technology$108K

Healthcare$33K

Communication Services$8K

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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).