Jim Cooper

Jim Cooper Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed July 30, 2008. Includes 41 assets.

Est. Net Worth
$4.8M
2008 annual disclosure
Total Assets
$2.9M - $6.6M
41 assets
Total Liabilities
$0
0 liabilities
Total Trades
15
From PTR filings
Trade Volume
$219K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$4.8M
2008$11M
2008$4.7M
2009$5.1M
2010$21.9M
2011$10.8M
2012$7.2M
2013$31.4M

Assets by Category

LLC / Partnership$1.9M (5)
Stocks$1.1M (21)
Real Estate$925K (2)
Mutual Funds$672K (8)
Retirement & Pension$208K (3)
Bank & Cash$65K (2)

Top Stock Holdings (from trades)

All Assets (41)

AssetValue
2319 Woodmont Blvd
Nashville, TN, US
$500,001 - $1,000,000
MS, 1504 Beach Drive, vacant lot
MS, US
$100,001 - $250,000
Assistive Technology Company Stock
Nashville, TN, US
$100,001 - $250,000
$1,001 - $15,000
$100,001 - $250,000
Centennial Money Market Shares
$250,001 - $500,000
Centennial Tax Exempt Trust
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Congressional Credit Union Savings Account
$15,001 - $50,000
Cooper Bros. Partnership, farms and lots
Shelbyville, TN, US
$500,001 - $1,000,000
Discovery Fund, L.P.
$1 - $1,000
Dreyfus Select Income Shares
$1,001 - $15,000
Essent Health Care stock
Nashville, TN, US
$50,001 - $100,000
Federated GNMA Shares
$1,001 - $15,000
Fidelity ContraFund Shares
$15,001 - $50,000
Fidelity Growth and Income Shares
$15,001 - $50,000
Fidelity Municipal Money Market Fund
$15,001 - $50,000
$15,001 - $50,000
$50,001 - $100,000
Hamilton Fairfax, LLC
1720 West End, Fairfax, US
$100,001 - $250,000
Harpeth Green Properties; 18th Ave South; Heritage Retirement Facilities, LLC; Harpeth Trace Retirement Center LLC; Heritage Way
$100,001 - $250,000
$1,001 - $15,000
$50,001 - $100,000
Linn Co Communications (formerly EDT Learning Co)
$1,001 - $15,000
$50,001 - $100,000
$15,001 - $50,000
$1,001 - $15,000
Norel stock
$1,001 - $15,000
Northern Trust Inst. Gov. Portfolio
$100,001 - $250,000
$1,001 - $15,000
PLC Properties, LLC
Brentwood, TN, US (5557 Hwy 31 West, Suite 200)
$500,001 - $1,000,000
$1,001 - $15,000
$15,001 - $50,000
Small Town Cable Partners; Apple TV Company
Brentwood, TN, US
N/A
SunTrust Bank Checking
$15,001 - $50,000
$100,001 - $250,000
Thomas Cressey Friends I, II and VII Venture Capital Funds
Chicago, IL, US
$100,001 - $250,000
$15,001 - $50,000
Smithsonian Institution Defined Contribution Retirement Plan
$15,001 - $50,000
Wachovia Stock
$15,001 - $50,000

Trading Sector Allocation (from PTR trades)

Healthcare$41K
Technology$33K
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).