Jean Schmidt Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed July 22, 2010. Includes 42 assets.

Year:

2012 2010 2009 2008

Est. Net Worth

$5.1M

2010 annual disclosure

Total Assets

$2.3M - $7.8M

42 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)

Real Estate$75K (1)

Mutual Funds$65K (10)

Bank & Cash$16K (6)

Retirement & Pension$0 (9)

Other$0 (1)

ETFs$0 (6)

Top Stock Holdings (from trades)

All Assets (42)

Asset	Type	Owner	Value	Income
HSBC Bank Deposit	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Camden Short Duration	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Citizens Contra Stock	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $201 - $1,000
HSBC Bank Interest Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
MSCI Emerging Markets Index Fund – Equity Option	Mutual Funds	Self	N/A	None
Thrift Savings Plan – C Fund	Retirement & Pension	Self	N/A	None
Thrift Savings Plan – F Fund	Retirement & Pension	Self	N/A	None
Thrift Savings Plan – S Fund	Retirement & Pension	Self	N/A	None
Thrift Savings Plan – I Fund	Retirement & Pension	Self	N/A	None
Thrift Savings Plan – L Fund	Retirement & Pension	Self	N/A	None
Ohio Police & Fire Pension Fund Ohio, US	Retirement & Pension	Self	N/A	None
Fifth Third Bank (Checking)	Bank & Cash	Self	N/A	Interest
Fifth Third Bank (Savings)	Bank & Cash	Self	N/A	Interest
PNC Bank (Checking)	Bank & Cash	Self	N/A	Interest
PNC Bank (Savings)	Bank & Cash	Self	N/A	Interest
Charles Schwab (Brokerage Account)	Other	Self	N/A	Capital Gains
MSRB (Interest in State Board Plan)	Retirement & Pension	Spouse	N/A	None
MSRB 401(k)	Retirement & Pension	Spouse	N/A	None
Massachusetts 529 Plan Massachusetts, US	Retirement & Pension	Self	N/A	None
Barclays Bond ETF(AGG)	ETFs	Self	N/A	Interest
iShares Core MSCI EAFE ETF(IEFA)	ETFs	Self	N/A	Dividends
SPDR S&P 500 ETF Trust(SPY)	ETFs	Self	N/A	Dividends
iShares Core S&P Mid-Cap ETF(IJH)	ETFs	Self	N/A	Dividends
iShares Core S&P Small-Cap ETF(IJR)	ETFs	Self	N/A	Dividends
iShares Core Total USD Bond Market ETF(IUSB)	ETFs	Self	N/A	Interest
T. Rowe Price Equity Income Fund	Mutual Funds	Self	N/A	Dividends
Vanguard Total Stock Market Index Fund	Mutual Funds	Self	N/A	Dividends
Vanguard 500 Index Fund	Mutual Funds	Self	N/A	Dividends
Vanguard Total Bond Market Index Fund	Mutual Funds	Self	N/A	Interest
U.S. Large Cap Fund	Mutual Funds	Self	N/A	Dividends
U.S. Small Cap Fund	Mutual Funds	Self	N/A	Dividends
Emerging Markets Fund	Mutual Funds	Self	N/A	Dividends
OT Realty Enterprises LLC Corner of Loveland Miamiville Rd & Branch Hill / Guinea Pike, Loveland, OH 45140, US	LLC / Partnership	Self	$250,000 - $500,000	Rent $15,000 - $50,000
OT Realty Enterprises LLC II Corner of Loveland Miamiville Rd & Branch Hill / Guinea Pike, Loveland, OH 45140, US	LLC / Partnership	Self	$250,000 - $500,000	Rent $15,000 - $50,000
OT Realty Enterprises LLC III Corner of Loveland Miamiville Rd & Branch Hill / Guinea Pike, Loveland, OH 45140, US	LLC / Partnership	Self	$50,000 - $100,000	None
Jennifer Black Et All Corner of Loveland Miamiville Rd & Branch Hill / Guinea Pike, Loveland, OH 45140, US	Real Estate	Self	$50,000 - $100,000	Rent $1,000 - $2,500
Gus Hoffman Second Family Limited Partnership Corner of Loveland Miamiville Rd & Branch Hill / Guinea Pike, Loveland, OH 45140, US	LLC / Partnership	Self	$500,000 - $1,000,000	Farm income $2,500 - $5,000
RTJJ LLC Corner of Loveland Miamiville Rd & Branch Hill / Guinea Pike, Loveland, OH 45140, US	LLC / Partnership	Self	$1,000,000 - $5,000,000	Farm Income $2,500 - $5,000
RTJJ LLC Moore Rd. & Bantam Rd., Clermont County, OH, US	LLC / Partnership	Self	$50,000 - $100,000	None
RTJJ LLC 1232 SR 28, Milford, OH 45150, US	LLC / Partnership	Self	$50,000 - $100,000	Rent $2,500 - $5,000
RTJJ LLC 1236 SR 28, Milford, OH 45150 (SR 28 & Floyd Place), US	LLC / Partnership	Self	$100,000 - $250,000	Rent $2,500 - $5,000
RTJJ LLC SR 132 & Judd Rd., US	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).